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Institutional Ownership · SEC Form 13F

Who owns KAT (KAT)


Which tracked institutional funds hold KAT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See KAT company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

41
Institutional holders
9,372,170
Shares held (tracked funds)

How the tape is positioned

5 tracked funds added or opened KAT while 10 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

KAT’s largest tracked holder by dollar value, Scharf Investments, LLC, sizes it at 7.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 7.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in KAT divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 41 tracked filers holding KAT, 11 increased or opened the position and 25 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in KAT between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 3

  • Quantinno Capital Management LP$4M
  • Sanctuary Advisors, LLC$3M
  • WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$864K

Full exits 1

  • WELLS FARGO & COMPANY/MN$741K

Largest adds

  • JANE STREET GROUP, LLC$1M
  • CITADEL ADVISORS LLC$783K

Largest trims

  • Scharf Investments, LLC$14M
  • Focus Partners Wealth$12M
  • MORGAN STANLEY$6M
  • Mariner, LLC$3M
  • Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$3M
  • Cambridge Investment Research Advisors, Inc.$1M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
Scharf Investments, LLC trimmed4,559,282$244M48.5%2026-Q1
Focus Partners Wealth trimmed2,502,737$134M26.6%2026-Q1
MORGAN STANLEY trimmed1,049,943$56M11.2%2026-Q1
Intellectus Partners, LLC trimmed215,504$12M2.3%2026-Q1
HighTower Advisors, LLC trimmed175,943$9M1.9%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed173,579$9M1.8%2026-Q1
Quantinno Capital Management LP new83,107$4M0.9%2026-Q1
CITADEL ADVISORS LLC added78,593$4M0.8%2026-Q1
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed75,464$4M0.8%2026-Q1
Roehl & Yi Investment Advisors, LLC trimmed73,517$4M0.8%2026-Q1
Corient Private Wealth LLC trimmed52,521$3M0.6%2026-Q1
JANE STREET GROUP, LLC added51,346$3M0.5%2026-Q1
Sanctuary Advisors, LLC trimmed49,597$3M0.5%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed45,912$2M0.5%2026-Q1
Ashton Thomas Private Wealth, LLC trimmed38,213$2M0.4%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed22,441$1M0.2%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV trimmed18,462$989K0.2%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new15,977$864K0.2%2026-Q1
LPL Financial LLC added15,682$840K0.2%2026-Q1
ASHTON THOMAS SECURITIES, LLC added14,504$777K0.2%2026-Q1
Summit Financial, LLC trimmed8,884$476K0.1%2026-Q1
MGO ONE SEVEN LLC trimmed7,871$422K0.1%2026-Q1
Summit Trail Advisors, LLC new6,545$351K0.1%2026-Q1
Ridge Creek Global, Inc5,348$287K0.1%2026-Q1
EXENCIAL WEALTH ADVISORS, LLC5,145$276K0.1%2026-Q1
Mariner, LLC trimmed4,856$260K0.1%2026-Q1
Apollon Wealth Management, LLC4,503$241K0.0%2026-Q1
Orion Porfolio Solutions, LLC trimmed4,008$215K0.0%2026-Q1
Abound Wealth Management trimmed3,612$194K0.0%2026-Q1
Pinnacle Bancorp, Inc.2,296$123K0.0%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. trimmed2,000$107K0.0%2026-Q1
FIFTH THIRD BANCORP new1,310$70K0.0%2026-Q1
US BANCORP \DE\1,269$68K0.0%2026-Q1
OSAIC HOLDINGS, INC. added630$34K0.0%2026-Q1
Clearstead Advisors, LLC583$31K0.0%2026-Q1
IFP Advisors, Inc new255$14K0.0%2026-Q1
Allworth Financial LP210$11K0.0%2026-Q1
JPMORGAN CHASE & CO201$11K0.0%2026-Q1
ASSETMARK, INC161$9K0.0%2026-Q1
UBS Group AG trimmed156$8K0.0%2026-Q1
FMR LLC trimmed3$1610.0%2026-Q1
WELLS FARGO & COMPANY/MN new13,467$741K0.1%2025-Q4 stale
Thrivent Financial for Lutherans new6,990$384K0.1%2025-Q4 stale
ENVESTNET ASSET MANAGEMENT INC new4,272$240K0.0%2025-Q3 stale
COMERICA BANK trimmed1,327$73K0.0%2025-Q4 stale
TUCKER ASSET MANAGEMENT LLC new22$1K0.0%2025-Q4 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership