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Major group 53: General merchandise stores
Companies whose SIC industry code starts with 533. Companies with no code (SIC 0) and shell companies (SIC 9995) are left out.
Walmart Inc: The Walton family’s combined stake, around 40–50% of the company, is missing: only one family member’s own shares (under 1%) are recorded.
These companies are included in the averages below.
The tiles, heatmap and tables below use the industry’s S&P 500 companies.
Average profit weight in the industry over time
The mean profit weight over every ordered pair of the industry’s companies, each quarter: S&P 500 companies (solid) and all companies (faded). Click a quarter to show it.
Computed from the current data release, using every firm in the sample. Published papers used earlier releases and samples, so their figures differ slightly.
Show the numbers
Profit weights between the 4 largest companies, 2020 Q4
Each cell is the profit weight of the row company’s shareholders on the column company (darker: higher). Companies are ordered so that tightly linked groups form blocks. Largest means most reported owners. Click a cell to compare the two companies.
| Target Corp | Dollar Tree Inc | Walmart Inc | Dollar General Corp N… | Report | |
|---|---|---|---|---|---|
| Target Corp | 0.93 | 0.40 | 0.82 | ||
| Dollar Tree Inc | 0.73 | 0.33 | 0.80 | ||
| Walmart Inc | 2.19 | 2.29 | 1.95 | ||
| Dollar General Corp New | 0.63 | 0.78 | 0.27 |
Investors who drive it, 2020 Q4
The investors that contribute most to the industry’s average profit weight: roughly, those holding sizeable stakes in many of its companies at once. Investor types are inferred from the forms each investor files with the SEC and are under review. Anyone filing Forms 3/4/5 counts as an insider unless they also file 13F, in which case they count as an asset manager (such as Carl Icahn).
- Big Three
- Asset manager
- Non-financial blockholder
- Activist
- Insider
| # | Investor | Type | Companies held here | Share of the average | SEC CIK | Report |
|---|---|---|---|---|---|---|
| 1 | Vanguard Group Inc | Big Three | 4 | 43% | 102909 | |
| 2 | BlackRock Inc. | Big Three | 4 | 26% | 1364742 | |
| 3 | State Street Corp | Big Three | 4 | 13% | 93751 | |
| 4 | FMR Llc*Fil LTD | Asset manager | 4 | 3% | 315066 | |
| 5 | Price T Rowe Associates Inc /MD/ | Asset manager | 4 | 3% | 80255 | |
| 6 | Geode Capital Management, LLC | Asset manager | 4 | 1% | 1214717 | |
| 7 | Bank of America Corp /DE/ | Asset manager | 4 | 1% | 70858 | |
| 8 | Capital International Inc /Ca/*Capital International Sarl*Capital International LTD /Ca/*Capital Research Global Investors*Capital World Investors*Capital International Investors*Capital Bank & Trust Co | Asset manager | 4 | 0.8% | 732812 | |
| 9 | Northern Trust Corp | Asset manager | 4 | 0.8% | 73124 | |
| 10 | Wells Fargo & Company/Mn | Asset manager | 4 | 0.7% | 72971 | |
| 11 | Norges Bank | Asset manager | 4 | 0.6% | 1374170 | |
| 12 | UBS Asset Management Americas Inc*Ubs Group AG | Asset manager | 4 | 0.6% | 1610520 | |
| 13 | Royce & Associates LP | Asset manager | 4 | 0.5% | 38777 | |
| 14 | Bank of New York Mellon Corp | Asset manager | 4 | 0.4% | 1629943 | |
| 15 | Ameriprise Financial Inc | Asset manager | 4 | 0.4% | 820027 | |
| 16 | Legal & General Group PLC | Asset manager | 4 | 0.3% | 764068 | |
| 17 | Morgan Stanley | Asset manager | 4 | 0.2% | 895421 | |
| 18 | Lazard Asset Management LLC | Asset manager | 4 | 0.2% | 1207017 | |
| 19 | Dimensional Fund Advisors LP | Asset manager | 4 | 0.2% | 354204 | |
| 20 | Nuveen Asset Management, LLC | Asset manager | 4 | 0.2% | 1521019 | |
| 21 | Wellington Management Group LLP | Asset manager | 4 | 0.2% | 902219 | |
| 22 | Invesco LTD. | Asset manager | 4 | 0.2% | 914208 | |
| 23 | Charles Schwab Investment Management Inc | Asset manager | 4 | 0.2% | 884546 | |
| 24 | California Public Employees Retirement System | Asset manager | 4 | 0.2% | 919079 | |
| 25 | Royal Bank of Canada | Asset manager | 4 | 0.1% | 1548814 |
The companies, 2020 Q4
| Company | Reported owners | Reported ownership | SEC CIK | Report |
|---|---|---|---|---|
| Walmart Inc SIC 5331 · S&P 500 · known data problem | 2370 | 30.75% | 104169 | |
| Target Corp SIC 5331 · S&P 500 | 1743 | 79.52% | 27419 | |
| Dollar General Corp New SIC 5331 · S&P 500 | 1139 | 95.18% | 29534 | |
| Dollar Tree Inc SIC 5331 · S&P 500 · outlier | 740 | 91.17% | 935703 |
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