Private Equity Interests In Levi Strauss: Who's Investing?

Levi Strauss & Co. is a large company with a market capitalization of US$11 billion. It is owned by institutional investors (20.87% to 20.95%), insiders (1.69% to 8.72%), and retail investors (70.41% to 77.36%). The largest institutional shareholders include Vanguard Group, Macquarie Group, and Wellington Management Group LLP, while the largest individual shareholder is Charles V. Bergh, who owns 0.87% of the company. Levi Strauss & Co. has a good mix of institutional, insider, and retail investor ownership, which provides a balance of interests and credibility among professional investors.

Levi Strauss's largest shareholders

Levi Strauss & Co. (NYSE: LEVI) is a large company with a market capitalization of US$11 billion. The company's shares are owned by institutional investors (20.87%), insiders (8.72%), and retail investors (70.41%).

The largest shareholders of Levi Strauss are Miriam Haas (11% of shares outstanding), Robert Haas (9.3%), and Margaret Haas (8.7%). The company's CEO, Charles V. Bergh, directly holds 0.7% of the total shares, valued at $61.11 million. Together, the Haas family and Bergh hold a significant portion of the company's shares, totalling 30% of shares outstanding.

The top institutional shareholders include Vanguard Group (2.19% of shares), Macquarie Group (1.92%), and Wellington Management Group LLP (1.67%). BlackRock also owns 0.54% of Levi Strauss, with 2.16 million shares as of June 2024. Hall Kathryn A is the largest shareholder by percentage of total assets invested, with 9.63% of its assets in Levi Strauss shares.

American Funds SMALLCAP World A is the top mutual fund holder, with 1.67% of its total shares outstanding invested in Levi Strauss. Overall, Levi Strauss has a diverse range of shareholders, with 7 of the top shareholders accounting for 51% of the register.

Levi Strauss's institutional investors

Levi Strauss & Co. (NYSE: LEVI) is a large company with a market capitalization of US$11 billion. As such, it is expected that institutional investors would own a significant portion of the company's stock. Indeed, according to sources, Levi Strauss is owned by around 20% institutional investors, with the largest being Vanguard Group, holding 2.19% of LEVI shares. Other top institutional shareholders include Macquarie Group, Wellington Management Group LLP, Capital Research Global Investors, Ameriprise Financial, and Millennium Management. The company's CEO, Charles V. Bergh, is the largest individual shareholder, owning 0.87% of the company, worth $61.11 million.

The presence of institutional investors in a company's ownership structure is often seen as a positive sign, indicating some level of credibility among professional investors. However, it is important to note that institutional investors can sometimes make bad investment decisions, and a large sale of shares by institutional investors can significantly impact a company's share price.

In addition to institutional investors, Levi Strauss's ownership structure also includes insider ownership (around 1-9%) and retail investors (around 70-77%). The high level of insider ownership, worth US$6.2 billion, suggests that the company's management is well-aligned with the interests of other shareholders. The general public owns around 16% of the company, giving them some degree of influence over company policies.

Overall, the ownership structure of Levi Strauss indicates a balance of power between institutional investors, insiders, and retail investors, with the largest shareholders collectively holding around 5-6% of the company's total shares outstanding.

Levi Strauss's retail investors

Levi Strauss & Co (NYSE: LEVI) is a large company with a market capitalization of US$11 billion. As such, it is well-known to retail investors, who own about 70% of the company. The company's retail investors include the Vanguard Group, which is the largest institutional shareholder, holding 2.19% of LEVI shares, and BlackRock, which owns 0.54% of the company. Levi Strauss's retail investors also include the Macquarie Group, which holds 1.92% of the company's shares, and Wellington Management Group LLP, which holds 1.67%. Together, these four companies hold 5.79% of Levi Strauss's total shares outstanding.

The company's retail investors also include several mutual funds, with the top three being American Funds SMALLCAP World A, Delaware Ivy Mid Cap Growth A, and Vanguard Explorer Inv. These three mutual funds hold 1.67%, 0.74%, and 0.64% of Levi Strauss's shares, respectively.

In addition to these large institutional investors, Levi Strauss also has several smaller shareholders, which balance out the interests of the larger ones. The company's top seven shareholders account for roughly 51% of the register, indicating a relatively balanced ownership structure.

While Levi Strauss is primarily owned by institutional investors, the company's retail investors still have a significant degree of sway over the company, with their combined ownership of 70% giving them a strong voice in company policies and decisions.

Levi Strauss's top mutual fund holders

Levi Strauss & Co (NYSE: LEVI) is primarily owned by institutional investors (20.87%), followed by retail investors (70.41%) and insiders (8.72%).

The top mutual fund holder of Levi Strauss shares is American Funds SMALLCAP World A, with 1.67% of its total shares outstanding invested in 6.63 million Levi Strauss shares.

Other top mutual fund holders include:

• Delaware Ivy Mid Cap Growth A
• Vanguard Explorer Inv
• Fidelity Low-Priced Stock
• Vanguard Total Stock Mkt Idx Inv
• Vanguard Small Cap Index
• Macquarie Mid Cap Income Opps I
• Delaware Ivy Mid Cap Income Opps I
• Ivy Mid Cap Income Opps Composite
• Vanguard Institutional Extnd Mkt Idx Tr

Levi Strauss's insider ownership

Insider ownership of a company can be a positive sign, indicating that the board is well-aligned with other shareholders. As of January 2025, Levi Strauss & Co (NYSE: LEVI) is predominantly owned by institutional investors (20.95%), followed by retail investors (77.36%), with insiders owning 1.69% of the company. However, another source states that 8.72% of the company is owned by insiders. Levi Strauss's largest individual shareholder is Charles V. Bergh, who owns 3.47 million shares, representing 0.87% of the company, valued at $61.11 million. The top institutional shareholders include Wellington Management Group LLP, Capital Research Global Investors, Ameriprise Financial, and Millennium Management.

While the exact definition of an insider can vary, it typically includes board members and top-level managers. As of August 2021, insiders at Levi Strauss owned shares worth US$6.2 billion in the US$11 billion company, giving them significant influence over decision-making. The Haas family are among the top shareholders, with Miriam Haas holding 11% of shares, and Robert and Margaret Haas holding 9.3% and 8.7% of shares, respectively.

The presence of insider ownership in Levi Strauss indicates a level of commitment and alignment between the company's management and its shareholders. This can be seen as a positive sign by potential investors, as it suggests that the interests of the board and other shareholders are likely to be well-represented in decision-making processes.

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