STOCK TITAN

Vanguard Portfolio Management discloses 4.94% Casey's (CASY) ownership in 13G/A update

(Moderate)
(Neutral)
Form Type
SCHEDULE 13G/A

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.

Negative

  • None.
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
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.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google
Add on Google
Learn about SEC filing dates

FAQ

What percentage of Casey's (CASY) shares does Vanguard Portfolio Management report owning?

Vanguard Portfolio Management reports beneficial ownership of 4.94% of Casey's General Stores Inc common stock. This corresponds to 1,830,377 shares reported as beneficially owned on the amended Schedule 13G filing.

How many Casey's (CASY) shares does Vanguard Portfolio Management beneficially own?

Vanguard Portfolio Management reports beneficial ownership of 1,830,377 shares of Casey's General Stores Inc common stock. These shares are reported as subject to sole dispositive power in the Schedule 13G/A filing.

What voting power does Vanguard Portfolio Management have over Casey's (CASY) shares?

Vanguard Portfolio Management has sole voting power over 8,924 shares of Casey's General Stores Inc and no shared voting power. It also reports sole dispositive power over 1,830,377 shares and no shared dispositive power.

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.

Who can receive dividends from the Casey's (CASY) shares reported by Vanguard Portfolio Management?

Vanguard Portfolio Management states that Vanguard investment companies and other managed accounts have the right to receive dividends and sale proceeds from the reported shares. It notes that no one other person’s interest exceeds 5% of the class.

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.





147528103

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G




Comment for Type of Reporting Person: In accordance with SEC Release No. 34-39538 (January 12, 1998), this Schedule 13G reflects the securities beneficially owned, or deemed to be beneficially owned, by Vanguard Portfolio Management LLC and the following affiliates of Vanguard Portfolio Management LLC or business divisions of such affiliates: Vanguard Fiduciary Trust Company and Vanguard Global Advisers, LLC. This Schedule 13G includes securities held by Vanguard funds, or sleeves thereof, over which Vanguard Portfolio Management LLC exercises dispositive power, in addition to securities held by clients over which the affiliates or business divisions of such affiliates indicated above exercise dispositive and/or voting power. This Schedule 13G does not include securities, if any, beneficially owned by other subsidiaries or affiliates of Vanguard Portfolio Management LLC, or business divisions of such subsidiaries whose ownership of securities is disaggregated from that of the reporting business unit in accordance with such release.


SCHEDULE 13G



Vanguard Portfolio Management
Signature:My Trieu-Gatt
Name/Title:Authorized Signatory, Head of Global Fund Administration
Date:07/31/2026