Among active 13F managers last quarter, 4 opened and 32 added, while 19 reduced; the largest holder to move was Baillie Gifford & Co (−6.3%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
408 tracked 13F filers disclose a position in YETI as of the latest SEC 13F filings, a combined $3.3B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 7.2M | $357.7M | ▲+0.9% Added · +67K sh | Q2 2026 | |
| 2 | FMR LLC | 4.0M | $198.0M | ▲+60% Added · +1.5M sh | Q2 2026 | |
| 3 | Baillie Gifford & Co | 3.7M | $135.2M | ▼−6.3% Reduced · −250K sh | Q1 2026 | |
| 4 | Vanguard Portfolio Management LLC | 3.7M | $181.1M | ▼−1.3% Reduced · −46K sh | Q2 2026 | |
| 5 | Vanguard Capital Management LLC | 3.4M | $169.6M | ▼−2.0% Reduced · −69K sh | Q2 2026 | |
| 6 | Reinhart Partners, LLC. | 3.1M | $114.1M | ▲+2.7% Added · +83K sh | Q1 2026 | |
| 7 | American Century Companies Inc | 2.6M | $94.0M | ▲+10% Added · +242K sh | Q1 2026 | |
| 8 | State Street Corp | 2.4M | $118.1M | ▼−0.3% Reduced · −7K sh | Q2 2026 | |
| 9 | Dimensional Fund Advisors LP | 1.9M | $69.0M | ▲+3.9% Added · +70K sh | Q1 2026 | |
| 10 | Quantinno Capital Management LP | 1.9M | $68.5M | ▲+46% Added · +589K sh | Q1 2026 | |
| 11 | Geode Capital Management, LLC | 1.4M | $69.8M | ▼−2.0% Reduced · −28K sh | Q2 2026 | |
| 12 | Congress Asset Management Co | 1.4M | $51.3M | ▲+8.4% Added · +108K sh | Q1 2026 | |
| 13 | Westwood Holdings Group Inc | 1.4M | $69.3M | ▼−9.5% Reduced · −146K sh | Q2 2026 | |
| 14 | UBS Group AG | 1.4M | $51.0M | ▼−15% Reduced · −254K sh | Q1 2026 | |
| 15 | Loomis Sayles & Co L P | 1.3M | $48.2M | ▼−6.6% Reduced · −93K sh | Q1 2026 | |
| 16 | Morgan Stanley | 1.3M | $48.1M | ▼−30% Reduced · −570K sh | Q1 2026 | |
| 17 | Citadel Advisors LLC | 1.3M | $64.9M | ▼−32% Reduced · −615K sh | Q2 2026 | |
| 18 | AllianceBernstein L.P. | 1.2M | $55.0M | ▲+2.6% Added · +31K sh | Q1 2026 | |
| 19 | Bank of New York Mellon Corp | 1.2M | $45.0M | ▼−1.8% Reduced · −23K sh | Q1 2026 | |
| 20 | Engaged Capital LLC | 1.2M | $59.2M | ▼−33% Reduced · −590K sh | Q2 2026 | |
| 21 | BNP Paribas Asset Management Holding S.A. | 1.2M | $43.3M | ▲238× Added · +1.2M sh | Q1 2026 | |
| 22 | Gotham Asset Management, LLC | 1.1M | $52.6M | ▲+26% Added · +216K sh | Q2 2026 | |
| 23 | Goldman Sachs Group Inc | 926K | $33.9M | ▲+29% Added · +208K sh | Q1 2026 | |
| 24 | Charles Schwab Investment Management Inc | 831K | $30.4M | ▲+2.5% Added · +20K sh | Q1 2026 | |
| 25 | JPMorgan Chase & Co | 723K | $25.7M | ▲+20% Added · +119K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 4 funds opened a new position in YETI and 32 added to an existing one, while 19 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Dec 11, 2025 | Barksdale Bryan C. | SVP, CLO and Secretary | Sell (S) 2 lots, same day | 10K | $442K |
| Dec 11, 2024 | McMullen Michael John | CFO | Sell (S) | 747 | $34K |
| Aug 29, 2024 | McMullen Michael John | CFO | Sell (S) | 748 | $30K |
| Aug 30, 2023 | McMullen Michael John | CFO | Sell (S) | 2K | $118K |
| Dec 13, 2021 | Reintjes Matthew J | President and CEO, Director | Sell (S) 4 lots, same day | 25K | $2.2M |
| Nov 15, 2021 | Reintjes Matthew J | President and CEO, Director | Sell (S) 5 lots, same day | 40K | $4.0M |
| Nov 3, 2021 | Zambetti Kirk A | SVP of Sales | Sell (S) | 10K | $1.1M |
| Nov 1, 2021 | Zambetti Kirk A | SVP of Sales | Sell (S) | 3K | $300K |
| Oct 29, 2021 | Zambetti Kirk A | SVP of Sales | Sell (S) | 6K | $539K |
| Oct 25, 2021 | Barksdale Bryan C. | SVP, GC & Secretary | Sell (S) | 4K | $403K |
| Oct 25, 2021 | Castro Hollie Sammons | SVP, Talent & ESG | Sell (S) | 13K | $1.2M |
| Oct 11, 2021 | Reintjes Matthew J | President and CEO, Director | Sell (S) 2 lots, same day | 25K | $2.1M |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 49 | 43 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for YETI
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/YETI/capital-change-brief"
Use Arkolith's capital_change_brief for YETI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for YETI. Filings are public domain, sourced to SEC EDGAR.