TSCONasdaqRetail-Building Materials, Hardware, Garden SupplyFiscal year ends December 28
TRACTOR SUPPLY CO /DE/
Financials through Q2 FY2026, quarter ended Jun 27, 2026Last filing: 10-Q on Aug 6, 2026
$32.81−0.35 (-1.06%)
Close on Oct 19, 2026
- Market cap
- $17.21B
- P/E (TTM)
- 15.9
- Dividend yield
- 2.80%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
94.7%
494M of 521M shares
Institutional holders
1,055
150 new, 242 sold out
Net institutional buying
10M
In Q2 2026
Insider trades, 12 months
4 buys · 8 sales
Net sold $11.31M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 41,105,689 | 7.80% | 13G (passive) amendment | Jun 30, 2026 |
| Vanguard Capital Management | 39,458,398 | 7.50% | 13G (passive) | Mar 31, 2026 |
| Invesco Ltd. | 34,581,943 | 6.60% | 13G (passive) | Jun 30, 2026 |
| Capital Research Global Investors | 30,021,332 | 5.70% | 13G (passive) | Jun 30, 2026 |
| Vanguard Portfolio Management | 28,025,900 | 5.32% | 13G (passive) | Mar 31, 2026 |
| Wellington Management Company LLP | 27,604,769 | 5.00% | 13G (passive) | Mar 31, 2025 |
| Capital International Investors | 26,546,455 | 5.10% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of TSCO | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 47,483,939 | 9.11% | $1.50B | +2,143,415 | 0.02% |
| Invesco Ltd. | 34,581,943 | 6.64% | $1.09B | +14,327,167 | 0.09% |
| Vanguard Capital Management LLC | 34,269,088 | 6.58% | $1.08B | −17,319 | 0.02% |
| Capital Research Global Investors | 30,021,332 | 5.76% | $948.97M | +19,386,692 | 0.13% |
| Vanguard Portfolio Management LLC | 26,710,531 | 5.13% | $844.32M | −1,175,745 | 0.04% |
| Capital International Investors | 25,833,709 | 4.96% | $816.50M | +13,579,472 | 0.17% |
| Price T Rowe Associates Inc /Md/ | 23,535,386 | 4.52% | $743.95K | +1,739,742 | 0.07% |
| State Street Corp | 23,500,716 | 4.51% | $742.86M | +665,648 | 0.02% |
| Geode Capital Management, LLC | 15,559,952 | 2.99% | $490.72M | −803,245 | 0.03% |
| JPMorgan Chase & Co | 10,665,560 | 2.05% | $332.77M | +1,923,934 | 0.02% |
| Franklin Resources Inc | 9,239,420 | 1.77% | $292.06M | −480,013 | 0.06% |
| Morgan Stanley | 8,923,915 | 1.71% | $282.09M | +438,805 | 0.01% |
| Goldman Sachs Group Inc | 7,452,179 | 1.43% | $235.56M | +2,521,668 | 0.02% |
| Stifel Financial Corp | 7,440,520 | 1.43% | $235.20M | +110,968 | 0.20% |
| Norges Bank | 6,796,388 | 1.30% | $214.83M | New | 0.02% |
| Dimensional Fund Advisors LP | 5,466,023 | 1.05% | $172.76M | +198,145 | 0.03% |
| Wells Fargo & Company/Mn | 5,196,628 | 1.00% | $164.27M | −512,808 | 0.03% |
| Van Eck Associates Corp | 5,144,955 | 0.99% | $162.63M | +4,978,105 | 0.10% |
| Northern Trust Corp | 5,125,256 | 0.98% | $162.01M | −370,101 | 0.02% |
| UBS Asset Management Americas Inc | 4,944,848 | 0.95% | $156.31M | +150,285 | 0.03% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,055 | 494M | 94.7% | 150 / 380 | 410 / 242 | 102M | 92M |
| Q1 2026 | 1,165 | 484M | 93.0% | 108 / 379 | 498 / 149 | 127M | 88M |
| Q4 2025 | 1,225 | 515M | 98.9% | 157 / 414 | 461 / 118 | 49M | 36M |
| Q3 2025 | 1,210 | 504M | 96.8% | 126 / 413 | 457 / 78 | 33M | 50M |
| Q2 2025 | 1,180 | 523M | 100.0% | 100 / 413 | 489 / 111 | 49M | 46M |
| Q1 2025 | 1,205 | 521M | 100.0% | 116 / 451 | 452 / 107 | 36M | 32M |
| Q4 2024 | 1,222 | 519M | 99.6% | 171 / 457 | 415 / 90 | 39M | 35M |
| Q3 2024 | 1,166 | 523M | 100.0% | 102 / 421 | 435 / 82 | 76M | 27M |
| Q2 2024 | 1,160 | 522M | 100.0% | 105 / 413 | 439 / 74 | 28M | 58M |
| Q1 2024 | 1,142 | 554M | 100.0% | 150 / 380 | 429 / 90 | 43M | 41M |
| Q4 2023 | 1,096 | 553M | 100.0% | 153 / 359 | 432 / 87 | 65M | 34M |
| Q3 2023 | 1,044 | 523M | 100.0% | 86 / 416 | 371 / 98 | 61M | 39M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of TSCO | Value | % of fund | As of |
|---|---|---|---|---|---|
| American Mutual Fund | 18,193,021 | 3.49% | $559.80M | 0.47% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 16,648,751 | 3.20% | $526.27M | 0.02% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 13,588,633 | 2.61% | $429.54M | 0.03% | Jun 30, 2026 |
| Washington Mutual Investors Fund | 13,475,836 | 2.59% | $414.65M | 0.19% | Jul 31, 2026 |
| American Funds Fundamental Investors | 9,651,204 | 1.85% | $305.07M | 0.17% | Jun 30, 2026 |
| Investment Co of America | 9,441,248 | 1.81% | $298.44M | 0.16% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 7,214,189 | 1.38% | $228.04M | 0.03% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 6,762,019 | 1.30% | $213.21M | 0.03% | May 31, 2026 |
| Invesco S&P 500 Equal Weight ETF | 6,057,499 | 1.16% | $186.39M | 0.19% | Jul 31, 2026 |
| Vanguard Small-Cap Index Fund | 6,015,551 | 1.15% | $190.15M | 0.10% | Jun 30, 2026 |
| Franklin Rising Dividends Fund | 5,740,000 | 1.10% | $181.44M | 0.66% | Jun 30, 2026 |
| Vanguard Mid-Cap Index Fund | 5,677,933 | 1.09% | $179.48M | 0.08% | Jun 30, 2026 |
| VanEck Morningstar Wide Moat ETF | 4,699,741 | 0.90% | $148.56M | 1.28% | Jun 30, 2026 |
| T. Rowe Price Value Fund, Inc. | 4,537,347 | 0.87% | $143.43M | 0.42% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 3,809,537 | 0.73% | $120.42M | 0.18% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| III Harry A. Lawton | President & CEO, Director | 541,592 | 0.10% | Aug 5, 2026 |
| Samuel Craig Ledbetter | SVP Chief Supply Chain Officer | 9,992 | 0.00% | Aug 11, 2026 |
| Jonathan S. Estep | EVP Chief Merchandise Officer | 81,664 | 0.02% | Aug 7, 2026 |
| John P. Ordus | EVP Chief Stores Officer | 101,152 | 0.02% | Aug 7, 2026 |
| Amy E. Dahl | SVP General Counsel | 13,626 | 0.00% | Aug 7, 2026 |
| Thomas J. Sabatino Jr | Interim General Counsel | – | – | Feb 26, 2026 |
| Melissa Kersey | EVP Chief HR Officer | 40,109 | 0.01% | Feb 17, 2026 |
| Colin Yankee | EVP Chief Supply Chain Officer | 46,296 | 0.01% | Feb 17, 2026 |
| Robert D. Mills | EVP Chief Technology Officer | 124,882 | 0.02% | Feb 17, 2026 |
| Kimberley S. Gardiner | SVP Chief Marketing Officer | 20,214 | 0.00% | Feb 17, 2026 |
| Kurt D. Barton | EVP Chief Financial Officer | 64,642 | 0.01% | Feb 17, 2026 |
| Noni Ellison McKee | SVP General Counsel | 29,301 | 0.01% | Nov 18, 2025 |
| Matthew L. Rubin | SVP Petsense GM | 31,235 | 0.01% | May 16, 2025 |
| Margaret M. Ham | Director | 19,613 | 0.00% | Sep 9, 2026 |
| Edna Morris | Director | 294,055 | 0.06% | Aug 5, 2026 |
| Andre J. Hawaux | Director | 18,435 | 0.00% | Aug 4, 2026 |
| Ramkumar Krishnan | Director | 68,191 | 0.01% | Jul 6, 2026 |
| Mark J. Weikel | Director | 48,875 | 0.01% | May 18, 2026 |
| Sonia Syngal | Director | 6,493 | 0.00% | May 18, 2026 |
| Joy Brown | Director | 21,300 | 0.00% | May 18, 2026 |
| Denise L. Jackson | Director | 36,835 | 0.01% | May 18, 2026 |
| Ricardo Cardenas | Director | 40,997 | 0.01% | May 18, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Margaret M. Ham Director | Sep 4, 2026 | Small purchase | +84.9 | $35.05 | $2.98K | 19,613 |
| Samuel Craig Ledbetter SVP Chief Supply Chain Officer | Aug 8, 2026 | Tax withholding | −27.55 | $33.98 | $936 | 8,515 |
| John P. Ordus EVP Chief Stores Officer | Aug 6, 2026 | Award | +1,588 | – | – | 97,180 |
| Jonathan S. Estep EVP Chief Merchandise Officer | Aug 6, 2026 | Award | +794 | – | – | 80,482 |
| Amy E. Dahl SVP General Counsel | Aug 5, 2026 | Award | +13,626 | – | – | 13,626 |
| Samuel Craig Ledbetter SVP Chief Supply Chain Officer | Aug 5, 2026 | Award | +2,404 | – | – | 8,542 |
| Edna Morris Director | Aug 4, 2026 | Buy | +1,560 | $32.44 | $50.61K | 279,720 |
| III Harry A. Lawton President & CEO, Director | Aug 4, 2026 | Buy | +12,945 | $32.20 | $416.83K | 15,600 |
| III Harry A. Lawton President & CEO, Director | Aug 4, 2026 | Buy | +2,655 | $31.90 | $84.69K | 2,655 |
| Andre J. Hawaux Director | Aug 3, 2026 | Buy | +3,150 | $31.83 | $100.26K | 3,150 |
| Ramkumar Krishnan Director | Jul 1, 2026 | Award | +830.43 | – | – | 68,191 |
| Margaret M. Ham Director | Jul 1, 2026 | Award | +415.22 | – | – | 19,430 |
| Margaret M. Ham Director | Jun 8, 2026 | Small purchase | +97.84 | $30.17 | $2.95K | 19,528 |
| Edna Morris Director | May 14, 2026 | Award | +9,174 | – | – | 14,335 |
| Sonia Syngal Director | May 14, 2026 | Award | +5,712 | – | – | 6,493 |
| Denise L. Jackson Director | May 14, 2026 | Award | +5,712 | – | – | 36,835 |
| Mark J. Weikel Director | May 14, 2026 | Award | +5,712 | – | – | 48,875 |
| Ricardo Cardenas Director | May 14, 2026 | Award | +5,712 | – | – | 40,997 |
| Andre J. Hawaux Director | May 14, 2026 | Award | +5,712 | – | – | 15,285 |
| Joy Brown Director | May 14, 2026 | Award | +5,712 | – | – | 21,300 |
| Margaret M. Ham Director | May 14, 2026 | Award | +5,712 | – | – | 19,015 |
| Ramkumar Krishnan Director | May 14, 2026 | Award | +5,712 | – | – | 67,361 |
| Margaret M. Ham Director | Apr 1, 2026 | Award | +289.74 | $45.30 | $13.13K | 13,303 |
| Ramkumar Krishnan Director | Apr 1, 2026 | Award | +579.47 | $45.30 | $26.25K | 61,649 |
| Colin Yankee EVP Chief Supply Chain Officer | Feb 13, 2026 | Sale | −4,694 | $55.37 | $259.91K | 46,296 |
| Colin Yankee EVP Chief Supply Chain Officer | Feb 13, 2026 | Option exercise | +5,475 | $46.55 | $254.86K | 50,990 |
| Colin Yankee EVP Chief Supply Chain Officer | Feb 13, 2026 | Sale | −781 | $55.38 | $43.25K | 45,515 |
| Colin Yankee EVP Chief Supply Chain Officer | Feb 13, 2026 | Sale | −5,695 | $55.33 | $315.10K | 45,515 |
| Colin Yankee EVP Chief Supply Chain Officer | Feb 13, 2026 | Option exercise | +5,695 | $46.59 | $265.33K | 51,210 |
| III Harry A. Lawton President & CEO, Director | Feb 12, 2026 | Tax withholding | −5,724.25 | $54.06 | $309.45K | 635,017 |
| Melissa Kersey EVP Chief HR Officer | Feb 12, 2026 | Tax withholding | −556.8 | $54.06 | $30.10K | 37,546 |
| John P. Ordus EVP Chief Stores Officer | Feb 12, 2026 | Tax withholding | −680.36 | $54.06 | $36.78K | 96,031 |
| Kimberley S. Gardiner SVP Chief Marketing Officer | Feb 12, 2026 | Tax withholding | −314.59 | $54.06 | $17.01K | 18,606 |
| Kurt D. Barton EVP Chief Financial Officer | Feb 12, 2026 | Tax withholding | −966.62 | $54.06 | $52.26K | 51,595 |
| Jonathan S. Estep EVP Chief Merchandise Officer | Feb 12, 2026 | Tax withholding | −804.32 | $54.06 | $43.48K | 80,127 |
| Colin Yankee EVP Chief Supply Chain Officer | Feb 12, 2026 | Tax withholding | −587.89 | $54.06 | $31.78K | 45,515 |
| Robert D. Mills EVP Chief Technology Officer | Feb 12, 2026 | Tax withholding | −866.09 | $54.06 | $46.82K | 121,968 |
| Robert D. Mills EVP Chief Technology Officer | Feb 11, 2026 | Sale | −62,950 | $54.12 | $3.41M | 122,834 |
| Robert D. Mills EVP Chief Technology Officer | Feb 11, 2026 | Option exercise | +27,540 | $44.39 | $1.22M | 185,784 |
| Robert D. Mills EVP Chief Technology Officer | Feb 11, 2026 | Option exercise | +35,410 | $28.64 | $1.01M | 158,244 |
| Jonathan S. Estep EVP Chief Merchandise Officer | Feb 11, 2026 | Option exercise | +59,745 | $28.64 | $1.71M | 140,676 |
| Jonathan S. Estep EVP Chief Merchandise Officer | Feb 11, 2026 | Sale | −59,745 | $54.03 | $3.23M | 80,931 |
| Kurt D. Barton EVP Chief Financial Officer | Feb 10, 2026 | Award | +10,611 | – | – | 54,446 |
| Kurt D. Barton EVP Chief Financial Officer | Feb 10, 2026 | Sale(10b5-1 plan) | −1,884 | $53.81 | $101.38K | 52,562 |
| Robert D. Mills EVP Chief Technology Officer | Feb 10, 2026 | Award | +7,235 | – | – | 122,834 |
| III Harry A. Lawton President & CEO, Director | Feb 10, 2026 | Award | +46,547 | – | – | 640,741 |
| John P. Ordus EVP Chief Stores Officer | Feb 10, 2026 | Award | +6,270 | – | – | 96,712 |
| Kimberley S. Gardiner SVP Chief Marketing Officer | Feb 10, 2026 | Award | +3,255 | – | – | 18,920 |
| Melissa Kersey EVP Chief HR Officer | Feb 10, 2026 | Award | +5,305 | – | – | 38,103 |
| Sonia Syngal Director | Feb 10, 2026 | Award | +781 | – | – | 781 |
| Colin Yankee EVP Chief Supply Chain Officer | Feb 10, 2026 | Award | +7,235 | – | – | 46,103 |
| Jonathan S. Estep EVP Chief Merchandise Officer | Feb 10, 2026 | Award | +7,235 | – | – | 80,931 |
| John P. Ordus EVP Chief Stores Officer | Feb 8, 2026 | Tax withholding | −596.43 | $54.74 | $32.65K | 90,442 |
| Melissa Kersey EVP Chief HR Officer | Feb 8, 2026 | Tax withholding | −607.25 | $54.74 | $33.24K | 32,798 |
| III Harry A. Lawton President & CEO, Director | Feb 8, 2026 | Tax withholding | −6,203.53 | $54.74 | $339.58K | 594,194 |
| Colin Yankee EVP Chief Supply Chain Officer | Feb 8, 2026 | Tax withholding | −609.14 | $54.74 | $33.34K | 38,868 |
| Jonathan S. Estep EVP Chief Merchandise Officer | Feb 8, 2026 | Tax withholding | −359.5 | $54.38 | $19.55K | 73,696 |
| Robert D. Mills EVP Chief Technology Officer | Feb 8, 2026 | Tax withholding | −1,367.41 | $54.74 | $74.85K | 115,599 |
| Kurt D. Barton EVP Chief Financial Officer | Feb 8, 2026 | Tax withholding | −900.95 | $54.74 | $49.32K | 43,835 |
| Kurt D. Barton EVP Chief Financial Officer | Feb 6, 2026 | Sale(10b5-1 plan) | −1,929 | $53.94 | $104.05K | 44,736 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Colin Yankee Former Officer | Aug 5, 2026 | 33,364 | $1.11M | Aug 5, 2026 | Restricted Stock Vesting |
| Colin Yankee Officer | Feb 13, 2026 | 11,170 | $618.26K | Feb 13, 2026 | Option Granted - 02/08/2023 |
| Jonathan S. Estep Officer | Feb 11, 2026 | 59,745 | $3.23M | Feb 11, 2026 | Option Granted - 02/03/2021 |
| Robert D. Mills Officer | Feb 11, 2026 | 62,950 | $3.41M | Feb 11, 2026 | Option Granted - 02/03/2021 |
| Kurt D. Barton Officer | Feb 10, 2026 | 1,884 | $101.38K | Feb 10, 2026 | Restricted Stock Vesting |
| Kurt D. Barton Officer | Feb 6, 2026 | 1,929 | $104.05K | Feb 6, 2026 | Restricted Stock Vesting |
| III Harry A. Lawton Officer, Director | Feb 3, 2026 | 84,670 | $4.50M | Feb 3, 2026 | Restricted Stock Vesting |
| Melissa Kersey Officer | Aug 13, 2025 | 6,314 | $377.43K | Aug 13, 2025 | Restricted Stock Vesting |
| Mark J. Weikel, LP Director | Aug 7, 2025 | 8,000 | $479.36K | Aug 7, 2025 | Restricted Stock Vesting |
| Colin Yankee Officer | Jul 28, 2025 | 6,680 | $390.12K | Jul 28, 2025 | Option Granted - 02/09/2022 |
| Noni L. Ellison Officer | Jul 24, 2025 | 5,200 | $332.59K | Jul 24, 2025 | Stock Option Exercise |
| Kurt D. Barton Officer | Jul 24, 2025 | 90,000 | $5.76M | Jul 24, 2025 | Options Granted - 02/07/2018 |
| Denise L. Jackson Director | Jul 22, 2025 | 1,165 | $68.11K | Jul 22, 2025 | Restricted Stock Vesting |
| Denise L. Jackson Director | Jul 10, 2025 | 2,000 | $115.50K | Jul 10, 2025 | Restricted Stock Vesting |
| Denise L. Jackson Director | Jul 9, 2025 | 1,000 | $57.00K | Jul 9, 2025 | Restricted Stock Vesting |