Chefs' Warehouse the

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Warberg Asset Management LLC

NEW

Shares20,088,000

Change+20,088,000

Value$51.5M

Filed 2026-11-02

Piper Sandler & Co.

NEW

Shares5,000,000

Change+5,000,000

Value$12.8M

Filed 2026-10-27

Calamos Advisors LLC

INCREASED

Shares86,000 from 55,000

Change+31,000 (+56%)

Value$218.6K (+$95.4K)

Filed 2026-11-02

US Bancorp \de\

UNCHANGED

Shares5,000 from 5,000

Change0 (0%)

Value$12.8K (+$1.6K)

Filed 2026-11-05

EverSource Wealth Advisors, LLC

NEW

Shares4,000

Change+4,000

Value$10.2K

Filed 2026-11-04

Mackay Shields LLC

CLOSED

Shares0 from 23,710,000

Change-23,710,000 (-100%)

Value$0 (-$53.0M)

Filed 2026-10-13

Thrivent Financial for Lutherans

CLOSED

Shares0 from 7,953,000

Change-7,953,000 (-100%)

Value$0 (-$17.8K)

Filed 2026-11-05

AGF Management LTD

CLOSED

Shares0 from 1,150,000

Change-1,150,000 (-100%)

Value$0 (-$2.6M)

Filed 2026-11-03

Citigroup Inc

CLOSED

Shares0 from 947,000

Change-947,000 (-100%)

Value$0 (-$2.1M)

Filed 2026-11-04

Bank of New York Mellon Corp

CLOSED

Shares0 from 162,000

Change-162,000 (-100%)

Value$0 (-$364.4K)

Filed 2026-11-05

Oppenheimer Asset Management Inc.

CLOSED

Shares0 from 153,000

Change-153,000 (-100%)

Value$0 (-$341.7K)

Filed 2026-10-27

Amundi

CLOSED

Shares0 from 90,000

Change-90,000 (-100%)

Value$0 (-$201.0K)

Filed 2026-11-06

Barclays PLC

CLOSED

Shares0 from 12,000

Change-12,000 (-100%)

Value$0 (-$27.0K)

Filed 2026-11-06

Balboa Wealth Partners

CLOSED

Shares0 from 10,000

Change-10,000 (-100%)

Value$0 (-$22.4K)

Filed 2026-10-20

Capstone Investment Advisors, LLC

N/A

Shares— from 35,636,000

Change-35,636,000 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 35,482,000

Change-35,482,000 (-100%)

Value—

DeepCurrents Investment Group LLC

N/A

Shares— from 23,673,000

Change-23,673,000 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 21,283,000

Change-21,283,000 (-100%)

Value—

Tenor Capital Management Co., L.P.

N/A

Shares— from 21,000,000

Change-21,000,000 (-100%)

Value—

Camden Asset Management L P

N/A

Shares— from 19,397,000

Change-19,397,000 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 17,650,000

Change-17,650,000 (-100%)

Value—

Parallax Volatility Advisers, L.P.

N/A

Shares— from 13,483,000

Change-13,483,000 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 13,013,000

Change-13,013,000 (-100%)

Value—

Sculptor Capital LP

N/A

Shares— from 10,000,000

Change-10,000,000 (-100%)

Value—

Lord, Abbett & Co. LLC

N/A

Shares— from 6,030,000

Change-6,030,000 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 5,700,000

Change-5,700,000 (-100%)

Value—

UBS Group AG

N/A

Shares— from 3,841,000

Change-3,841,000 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 1,933,000

Change-1,933,000 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 1,400,000

Change-1,400,000 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 1,019,000

Change-1,019,000 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 1,000,000

Change-1,000,000 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 995,000

Change-995,000 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 650,000

Change-650,000 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 410,000

Change-410,000 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 327,000

Change-327,000 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 179,000

Change-179,000 (-100%)

Value—

Ares Systematic Credit Ltd

N/A

Shares— from 100,000

Change-100,000 (-100%)

Value—

Stephens Inc

N/A

Shares— from 49,000

Change-49,000 (-100%)

Value—

Boussard & Gavaudan Gestion SAS

N/A

Shares— from 22,976

Change-22,976 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 16,000

Change-16,000 (-100%)

Value—

	Status
Warberg Asset Management LLC	NEW	20,088,000	—	+20,088,000	—	—	$51.5M	—	2026-11-02
Piper Sandler & Co.	NEW	5,000,000	—	+5,000,000	—	—	$12.8M	—	2026-10-27
Calamos Advisors LLC	INCREASED	86,000	55,000	+31,000	+56%	$123.1K	$218.6K	+$95.4K	2026-11-02
US Bancorp \de\	UNCHANGED	5,000	5,000	0	0%	$11.2K	$12.8K	+$1.6K	2026-11-05
EverSource Wealth Advisors, LLC	NEW	4,000	—	+4,000	—	—	$10.2K	—	2026-11-04
Mackay Shields LLC	CLOSED	0	23,710,000	-23,710,000	-100%	$53.0M	$0	-$53.0M	2026-10-13
Thrivent Financial for Lutherans	CLOSED	0	7,953,000	-7,953,000	-100%	$17.8K	$0	-$17.8K	2026-11-05
AGF Management LTD	CLOSED	0	1,150,000	-1,150,000	-100%	$2.6M	$0	-$2.6M	2026-11-03
Citigroup Inc	CLOSED	0	947,000	-947,000	-100%	$2.1M	$0	-$2.1M	2026-11-04
Bank of New York Mellon Corp	CLOSED	0	162,000	-162,000	-100%	$364.4K	$0	-$364.4K	2026-11-05
Oppenheimer Asset Management Inc.	CLOSED	0	153,000	-153,000	-100%	$341.7K	$0	-$341.7K	2026-10-27
Amundi	CLOSED	0	90,000	-90,000	-100%	$201.0K	$0	-$201.0K	2026-11-06
Barclays PLC	CLOSED	0	12,000	-12,000	-100%	$27.0K	$0	-$27.0K	2026-11-06
Balboa Wealth Partners	CLOSED	0	10,000	-10,000	-100%	$22.4K	$0	-$22.4K	2026-10-20
Capstone Investment Advisors, LLC	N/A	—	35,636,000	-35,636,000	-100%	$79.8M	—	—	—
Franklin Resources Inc	N/A	—	35,482,000	-35,482,000	-100%	$79.4M	—	—	—
DeepCurrents Investment Group LLC	N/A	—	23,673,000	-23,673,000	-100%	$52.8M	—	—	—
Citadel Advisors LLC	N/A	—	21,283,000	-21,283,000	-100%	$47.6M	—	—	—
Tenor Capital Management Co., L.P.	N/A	—	21,000,000	-21,000,000	-100%	$47.0M	—	—	—
Camden Asset Management L P	N/A	—	19,397,000	-19,397,000	-100%	$43.3M	—	—	—
Voya Investment Management LLC	N/A	—	17,650,000	-17,650,000	-100%	$39.5M	—	—	—
Parallax Volatility Advisers, L.P.	N/A	—	13,483,000	-13,483,000	-100%	$30.1M	—	—	—
Bank of Montreal	N/A	—	13,013,000	-13,013,000	-100%	$29.3M	—	—	—
Sculptor Capital LP	N/A	—	10,000,000	-10,000,000	-100%	$22.4M	—	—	—
Lord, Abbett & Co. LLC	N/A	—	6,030,000	-6,030,000	-100%	$13.5K	—	—	—
BlackRock, Inc.	N/A	—	5,700,000	-5,700,000	-100%	$12.7M	—	—	—
UBS Group AG	N/A	—	3,841,000	-3,841,000	-100%	$8.6M	—	—	—
Wells Fargo & Company	N/A	—	1,933,000	-1,933,000	-100%	$4.3M	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	1,400,000	-1,400,000	-100%	$3.1M	—	—	—
Lazard Asset Management LLC	N/A	—	1,019,000	-1,019,000	-100%	$22.8K	—	—	—
Invesco Ltd.	N/A	—	1,000,000	-1,000,000	-100%	$2.2M	—	—	—
Goldman Sachs Group Inc	N/A	—	995,000	-995,000	-100%	$2.2M	—	—	—
JPMorgan Chase & Co	N/A	—	650,000	-650,000	-100%	$1.4M	—	—	—
Bank of America Corp	N/A	—	410,000	-410,000	-100%	$915.6K	—	—	—
Morgan Stanley	N/A	—	327,000	-327,000	-100%	$730.2K	—	—	—
SEI Investments Co	N/A	—	179,000	-179,000	-100%	$399.7K	—	—	—
Ares Systematic Credit Ltd	N/A	—	100,000	-100,000	-100%	$223.8K	—	—	—
Stephens Inc	N/A	—	49,000	-49,000	-100%	$109.4K	—	—	—
Boussard & Gavaudan Gestion SAS	N/A	—	22,976	-22,976	-100%	$51.5M	—	—	—
MML Investors Services, LLC	N/A	—	16,000	-16,000	-100%	$35.7K	—	—	—

Showing 40 of 40 institutions