Filing Research | KMX - CarMax Inc. Institutional Holdings

Snapshot holdings

50 / 101 loaded

#		Instrument	quantity
1	Nexus Investment Management ULC	Shares	459.3KSH	$24.3M
2	Fideuram Asset Management (Ireland) dac	Shares	222.0KSH	$9.1M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	154.7KSH	$7.7M
4	DAVENPORT & Co LLC	Shares	141.6KSH	$7.5M
5	True North Advisors, LLC	Shares	86.5KSH	$4.6M
6	Asset Management Advisors, LLC	Shares	79.4KSH	$4.2M
7	Alpha Omega Wealth Management LLC	Shares	78.1KSH	$4.1M
8	Police & Firemen's Retirement System of New Jersey	Shares	63.2KSH	$3.3M
9	Louisiana State Employees Retirement System	Shares	62.2KSH	$3.3M
10	Midway Capital Research & Management	Shares	45.4KSH	$2.4M
11	Curated Wealth Partners LLC	Shares	83.0KSH	$2.3M
12	Blackhawk Capital Partners, LLC	Shares	43.2KSH	$2.3M
13	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	42.2KSH	$2.2M
14	Y-Intercept (Hong Kong) Ltd	Shares	40.5KSH	$2.1M
15	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	33.7KSH	$1.8M
16	Oak Thistle LLC	Shares	30.3KSH	$1.6M
17	OLD NATIONAL BANCORP /IN/	Shares	30.2KSH	$1.6M
18	Merit Financial Group, LLC	Shares	27.6KSH	$1.5M
19	Sompo Asset Management Co., Ltd.	Shares	24.4KSH	$1.3M
20	Birch Hill Investment Advisors LLC	Shares	14.3KSH	$755.5K
21	Crossmark Global Holdings, Inc.	Shares	13.4KSH	$708.7K
22	Salvus Wealth Management, LLC	Shares	12.3KSH	$648.9K
23	NorthCrest Asset Manangement, LLC	Shares	12.1KSH	$618.4K
24	WADDELL & ASSOCIATES, LLC	Shares	11.2KSH	$590.9K
25	Sivia Capital Partners, LLC	Shares	10.8KSH	$572.7K
26	Intrinsic Value Partners, LLC	Shares	10.4KSH	$548.3K
27	D.A. DAVIDSON & CO.	Shares	10.2KSH	$539.7K
28	GAMMA Investing LLC	Shares	9.9KSH	$521.5K
29	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	9.8KSH	$520.5K
30	TCV Trust & Wealth Management, Inc.	Shares	9.8KSH	$520.2K
31	PensionDanmark Pensionsforsikringsaktieselskab	Shares	8.9KSH	$471.6K
32	Premier Path Wealth Partners, LLC	Shares	8.0KSH	$422.2K
33	Farther Finance Advisors, LLC	Shares	7.5KSH	$394.6K
34	EverSource Wealth Advisors, LLC	Shares	7.1KSH	$373.0K
35	Sequoia Financial Advisors, LLC	Shares	5.9KSH	$312.4K
36	Verus Financial Partners, Inc.	Shares	4.7KSH	$248.4K
37	Fifth Third Wealth Advisors LLC	Shares	4.7KSH	$245.9K
38	NORTHWEST WEALTH MANAGEMENT, LLC	Shares	4.5KSH	$240.2K
39	SHRIER WEALTH MANAGEMENT, LLC	Shares	4.1KSH	$216.8K
40	Apollon Wealth Management, LLC	Shares	4.0KSH	$209.9K
41	MISSION WEALTH MANAGEMENT, LP	Shares	3.9KSH	$208.4K
42	Mirae Asset Global Investments Co., Ltd.	Shares	3.4KSH	$179.1K
43	IFP Advisors, Inc	Shares	2.1KSH	$113.1K
44	True Wealth Design, LLC	Shares	1.3KSH	$71.2K
45	SIGNATUREFD, LLC	Shares	1.1KSH	$58.9K
46	KERR FINANCIAL PLANNING Corp	Shares	1.1KSH	$57.9K
47	ST GERMAIN D J CO INC	Shares	1.0KSH	$53.9K
48	Cape Investment Advisory, Inc.	Shares	903SH	$47.8K
49	Center for Financial Planning, Inc.	Shares	850SH	$45.0K
50	SJS Investment Consulting Inc.	Shares	797SH	$42.2K

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Manager changes2026-06-30 vs 2026-03-31

50 / 114 loaded

#		Instrument
1	Fideuram Asset Management (Ireland) dac new	Shares	+222.0K	+$9.1M	$9.1M
2	Nexus Investment Management ULC trimmed	Shares	-5.5K	+$5.0M	$24.3M
3	Curated Wealth Partners LLC new	Shares	+83.0K	+$2.3M	$2.3M
4	Oak Thistle LLC new	Shares	+30.3K	+$1.6M	$1.6M
5	Alpha Omega Wealth Management LLC added	Shares	+4.4K	+$1.1M	$4.1M
6	True North Advisors, LLC trimmed	Shares	-181	+$970.3K	$4.6M
7	Asset Management Advisors, LLC trimmed	Shares	-2.8K	+$783.5K	$4.2M
8	Police & Firemen's Retirement System of New Jersey added	Shares	+1.1K	+$761.5K	$3.3M
9	Louisiana State Employees Retirement System trimmed	Shares	-700	+$674.4K	$3.3M
10	Blackhawk Capital Partners, LLC added	Shares	+4.0K	+$655.8K	$2.3M
11	Midway Capital Research & Management added	Shares	+929	+$552.1K	$2.4M
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-30.5K	+$543.1K	$7.7M
13	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-89	+$473.4K	$2.2M
14	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-1.4K	+$321.8K	$1.8M
15	Verus Financial Partners, Inc. new	Shares	+4.7K	+$248.4K	$248.4K
16	Fifth Third Wealth Advisors LLC new	Shares	+4.7K	+$245.9K	$245.9K
17	Sompo Asset Management Co., Ltd. trimmed	Shares	-770	+$244.1K	$1.3M
18	NORTHWEST WEALTH MANAGEMENT, LLC new	Shares	+4.5K	+$240.2K	$240.2K
19	SHRIER WEALTH MANAGEMENT, LLC new	Shares	+4.1K	+$216.8K	$216.8K
20	Apollon Wealth Management, LLC new	Shares	+4.0K	+$209.9K	$209.9K
21	MISSION WEALTH MANAGEMENT, LP new	Shares	+3.9K	+$208.4K	$208.4K
22	Crossmark Global Holdings, Inc. added	Shares	+790	+$184.4K	$708.7K
23	Mirae Asset Global Investments Co., Ltd. new	Shares	+3.4K	+$179.1K	$179.1K
24	TCV Trust & Wealth Management, Inc. unchanged	Shares	0	+$111.2K	$520.2K
25	Birch Hill Investment Advisors LLC trimmed	Shares	-1.2K	+$109.8K	$755.5K
26	Intrinsic Value Partners, LLC trimmed	Shares	-200	+$108.9K	$548.3K
27	EVERGREEN CAPITAL MANAGEMENT LLC trimmed	Shares	-237	+$101.5K	$520.5K
28	NorthCrest Asset Manangement, LLC trimmed	Shares	-587	+$94.4K	$618.4K
29	Salvus Wealth Management, LLC trimmed	Shares	-1.1K	+$92.4K	$648.9K
30	Farther Finance Advisors, LLC trimmed	Shares	-842	+$60.0K	$394.6K
31	Cape Investment Advisory, Inc. new	Shares	+903	+$47.8K	$47.8K
32	Sequoia Financial Advisors, LLC trimmed	Shares	-554	+$43.8K	$312.4K
33	GAMMA Investing LLC trimmed	Shares	-1.7K	+$38.8K	$521.5K
34	ELEVATION WEALTH PARTNERS, LLC new	Shares	+406	+$21.5K	$21.5K
35	SIGNATUREFD, LLC added	Shares	+206	+$21.2K	$58.9K
36	WADDELL & ASSOCIATES, LLC trimmed	Shares	-2.6K	+$20.2K	$590.9K
37	KERR FINANCIAL PLANNING Corp trimmed	Shares	-80	+$12.9K	$57.9K
38	Center for Financial Planning, Inc. unchanged	Shares	0	+$9.6K	$45.0K
39	MassMutual Private Wealth & Trust, FSB added	Shares	+39	+$7.7K	$28.5K
40	Steigerwald, Gordon & Koch Inc. unchanged	Shares	0	+$6.6K	$30.9K
41	HHM Wealth Advisors, LLC new	Shares	+122	+$6.5K	$6.5K
42	Main Street Group, LTD added	Shares	+110	+$6.1K	$7.1K
43	True Wealth Design, LLC trimmed	Shares	-221	+$6.0K	$71.2K
44	Owl Creek Wealth Partners LLC unchanged	Shares	0	+$4.6K	$21.4K
45	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	+$4.5K	$21.2K
46	FIRST COMMUNITY TRUST NA unchanged	Shares	0	+$4.5K	$20.8K
47	Bogart Wealth, LLC added	Shares	+38	+$3.3K	$7.9K
48	Investment Research & Advisory Group, Inc. unchanged	Shares	0	+$3.2K	$15.0K
49	JFS WEALTH ADVISORS, LLC added	Shares	+24	+$2.9K	$8.7K
50	Valued Wealth Advisors LLC added	Shares	+38	+$2.7K	$5.2K

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