PSMT — Pricesmart Inc Institutional Holders · Q3 2026
Who owns Pricesmart Inc (PSMT)? 14 institutions reported holding $1.48M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Legacy Wealth Asset Management, LLC ($562,122), GAMMA Investing LLC ($306,935), Venture Visionary Partners LLC ($297,477).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Legacy Wealth Asset Management, LLC | $562,122 | 3,324 | Added |
| 2 | GAMMA Investing LLC | $306,935 | 1,815 | Added |
| 3 | Venture Visionary Partners LLC | $297,477 | 1,759 | Added |
| 4 | Farther Finance Advisors, LLC | $122,777 | 726 | Added |
| 5 | MassMutual Private Wealth & Trust, FSB | $62,571 | 370 | Trimmed |
| 6 | Versant Capital Management, Inc | $50,057 | 296 | Added |
| 7 | CoreCap Advisors, LLC | $44,983 | 266 | Hold |
| 8 | Retirement Wealth Solutions LLC | $22,830 | 135 | Hold |
| 9 | Marquette Asset Management, LLC | $2,368 | 14 | Hold |
| 10 | CX Institutional | $1,000 | 7 | Hold |
| 11 | Noble Wealth Management PBC | $846 | 5 | New |
| 12 | Trust Co | $680 | 4 | Hold |
| 13 | GILPIN WEALTH MANAGEMENT, LLC | $677 | 4 | Hold |
| 14 | Davis Capital Management | $338 | 2 | Added |
Source: SEC Form 13F filings · as of 2026-09-30