Vanguard Portfolio Management discloses 4.94% Casey's (CASY) ownership in 13G/A update
Rhea-AI Filing Summary
Vanguard Portfolio Management LLC, together with certain affiliates, reports beneficial ownership of 1,830,377 shares of Casey's General Stores Inc common stock on an amended Schedule 13G. This represents 4.94% of the outstanding common stock as of the reported date.
Vanguard Portfolio Management has sole voting power over 8,924 shares and sole dispositive power over 1,830,377 shares, with no shared voting or dispositive power. The filing notes that various Vanguard investment companies and managed accounts have the right to receive dividends and sale proceeds, but no single other person's interest exceeds 5% of the class.
Positive
- None.
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Key Figures
Shares beneficially owned: 1,830,377 shares
Percent of class: 4.94%
Sole voting power: 8,924 shares
+3 more
6 metrics
Shares beneficially owned
1,830,377 shares
Common stock of Casey's General Stores Inc reported by Vanguard Portfolio Management
Percent of class
4.94%
Portion of Casey's common stock beneficially owned by Vanguard Portfolio Management
Sole voting power
8,924 shares
Shares of Casey's over which Vanguard Portfolio Management has sole voting power
Shared voting power
0 shares
Shares of Casey's over which Vanguard Portfolio Management has shared voting power
Sole dispositive power
1,830,377 shares
Shares of Casey's over which Vanguard Portfolio Management has sole dispositive power
Filing signature date
07/31/2026
Date signed by Authorized Signatory My Trieu-Gatt
Key Terms
beneficially owned, sole voting power, sole dispositive power, percent of class, +1 more
5 terms
beneficially owned financial
"this reflects the securities beneficially owned, or deemed to be beneficially owned"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole voting power financial
"Sole Voting Power 8,924.00"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
sole dispositive power financial
"Sole Dispositive Power 1,830,377.00"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
percent of class financial
"Percent of class: 4.94 %"
Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.
Schedule 13G regulatory
"In accordance with SEC Release No. 34-39538 ... disaggregated from that of the reporting business unit"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
Why does the Casey's (CASY) filing state ownership of 5 percent or less?
The filing states ownership of 4.94% of Casey's common stock, which is 5 percent or less of the class. This reflects that Vanguard Portfolio Management’s reported beneficial ownership is below the 5% threshold for a single large shareholder.
What type of filing is this Casey's (CASY) ownership report by Vanguard Portfolio Management?
This is an amended Schedule 13G filing reporting beneficial ownership in Casey's General Stores Inc. It updates Vanguard Portfolio Management’s ownership position, including share count, percentage of class, and voting and dispositive powers.