Who owns KBE (KBE)
Which tracked institutional funds hold KBE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See KBE 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.
How the tape is positioned
32 tracked funds added or opened KBE while 48 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
KBE’s largest tracked holder by dollar value, GOLDMAN SACHS GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes KBE more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in KBE 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 250 tracked filers holding KBE, 109 increased or opened the position and 111 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 KBE 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 8
- MILLENNIUM MANAGEMENT LLC$14M
- FDx Advisors, Inc.$3M
- FLOW TRADERS U.S. LLC$2M
- RENAISSANCE TECHNOLOGIES LLC$2M
- SummitTX Capital, L.P.$1M
- Integrated Wealth Concepts LLC$651K
Full exits 21
- Janney Capital Management LLC$19M
- Point72 Asset Management, L.P.$9M
- Agave Capital Management Ltd$7M
- Empowered Funds, LLC$6M
- Quantitative Investment Management, LLC$5M
- Caption Management, LLC$4M
Largest adds
- TWO SIGMA INVESTMENTS, LP$57M
- BALYASNY ASSET MANAGEMENT L.P.$23M
- Janney Montgomery Scott LLC$19M
- JANE STREET GROUP, LLC$19M
- CITIGROUP INC$14M
- ROYAL BANK OF CANADA$7M
Largest trims
- GOLDMAN SACHS GROUP INC$19M
- BANK OF AMERICA CORP /DE/$18M
- CITADEL ADVISORS LLC$12M
- BARCLAYS PLC$5M
- RAYMOND JAMES FINANCIAL INC$5M
- SIMPLEX TRADING, LLC$5M
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC trimmed | 3,177,578 | $189M | 16.4% | 2026-Q1 |
| MORGAN STANLEY added | 1,379,554 | $82M | 7.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,078,917 | $64M | 5.6% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 974,440 | $58M | 5.0% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 758,079 | $45M | 3.9% | 2026-Q1 |
| UBS Group AG trimmed | 652,510 | $39M | 3.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 644,427 | $38M | 3.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 586,273 | $35M | 3.0% | 2026-Q1 |
| Wharton Business Group, LLC added | 537,846 | $32M | 2.8% | 2026-Q1 |
| CITIGROUP INC added | 459,932 | $27M | 2.4% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 415,464 | $25M | 2.1% | 2026-Q1 |
| Madison Asset Management, LLC trimmed | 335,931 | $20M | 1.7% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 334,848 | $20M | 1.7% | 2026-Q1 |
| LPL Financial LLC trimmed | 334,542 | $20M | 1.7% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 314,622 | $19M | 1.6% | 2026-Q1 |
| Bank of New York Mellon Corp added | 281,665 | $17M | 1.5% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 229,743 | $14M | 1.2% | 2026-Q1 |
| ProVise Management Group, LLC added | 221,474 | $13M | 1.1% | 2026-Q1 |
| CASTLEKEEP INVESTMENT ADVISORS LLC added | 209,483 | $12M | 1.1% | 2026-Q1 |
| BARCLAYS PLC trimmed | 200,446 | $12M | 1.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 140,421 | $8M | 0.7% | 2026-Q1 |
| Sage Advisory Services, Ltd.Co. added | 122,355 | $7M | 0.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 118,334 | $7M | 0.6% | 2026-Q1 |
| MRA Advisory Group trimmed | 107,400 | $6M | 0.6% | 2026-Q1 |
| HRT FINANCIAL LP added | 105,442 | $6M | 0.5% | 2026-Q1 |
| CAPITAL FUND MANAGEMENT S.A. added | 97,393 | $6M | 0.5% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 94,409 | $6M | 0.5% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 89,223 | $5M | 0.5% | 2026-Q1 |
| CREDIT INDUSTRIEL ET COMMERCIAL added | 87,134 | $5M | 0.5% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 78,112 | $5M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 71,832 | $4M | 0.4% | 2026-Q1 |
| Trans-Canada Capital Inc. | 70,000 | $4M | 0.4% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 67,132 | $4M | 0.3% | 2026-Q1 |
| FDx Advisors, Inc. added | 56,769 | $3M | 0.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 55,034 | $3M | 0.3% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 53,309 | $3M | 0.3% | 2026-Q1 |
| Evolution Wealth Advisors, LLC | 53,022 | $3M | 0.3% | 2026-Q1 |
| Cetera Investment Advisers added | 50,312 | $3M | 0.3% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 47,240 | $3M | 0.2% | 2026-Q1 |
| Atlantic Union Bankshares Corp trimmed | 46,242 | $3M | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 39,579 | $2M | 0.2% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 37,318 | $2M | 0.2% | 2026-Q1 |
| IMC-Chicago, LLC added | 36,834 | $2M | 0.2% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 36,737 | $2M | 0.2% | 2026-Q1 |
| GTS SECURITIES LLC added | 36,689 | $2M | 0.2% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 35,100 | $2M | 0.2% | 2026-Q1 |
| LOM Asset Management Ltd trimmed | 33,250 | $2M | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 29,160 | $2M | 0.2% | 2026-Q1 |
| Segment Wealth Management, LLC trimmed | 21,750 | $1M | 0.1% | 2026-Q1 |
| DRW Securities, LLC | 20,548 | $1M | 0.1% | 2026-Q1 |
| GM Advisory Group, LLC | 20,525 | $1M | 0.1% | 2026-Q1 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 20,472 | $1M | 0.1% | 2026-Q1 |
| Equitable Holdings, Inc. added | 18,710 | $1M | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 17,985 | $1M | 0.1% | 2026-Q1 |
| OPPENHEIMER & CO INC trimmed | 17,853 | $1M | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 17,490 | $1M | 0.1% | 2026-Q1 |
| SummitTX Capital, L.P. new | 17,423 | $1M | 0.1% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 17,252 | $1M | 0.1% | 2026-Q1 |
| Forum Financial Management, LP added | 17,094 | $1M | 0.1% | 2026-Q1 |
| Duquesne Family Office LLC new | 482,095 | $29M | 2.5% | 2025-Q3 stale |
| Kapitalo Investimentos Ltda new | 478,000 | $25M | 2.2% | 2025-Q1 stale |
| NAN FUNG TRINITY (HK) LTD | 388,500 | $23M | 2.0% | 2025-Q3 stale |
| Janney Capital Management LLC trimmed | 319,806 | $19M | 1.7% | 2025-Q4 stale |
| SPX Gestao de Recursos Ltda added | 322,200 | $18M | 1.6% | 2025-Q2 stale |
| TLWM added | 323,717 | $17M | 1.5% | 2025-Q1 stale |
| Point72 Asset Management, L.P. new | 154,000 | $9M | 0.8% | 2025-Q4 stale |
| TD Asset Management Inc | 143,300 | $8M | 0.7% | 2025-Q2 stale |
| Agave Capital Management Ltd new | 116,828 | $7M | 0.6% | 2025-Q4 stale |
| FIL Ltd added | 131,180 | $7M | 0.6% | 2025-Q1 stale |
| Aster Capital Management (DIFC) Ltd new | 118,178 | $7M | 0.6% | 2025-Q1 stale |
| Empowered Funds, LLC added | 104,833 | $6M | 0.6% | 2025-Q4 stale |
| Alaska Permanent Fund Corp trimmed | 102,000 | $5M | 0.4% | 2025-Q1 stale |
| Quantitative Investment Management, LLC added | 78,445 | $5M | 0.4% | 2025-Q4 stale |
| Caption Management, LLC new | 70,000 | $4M | 0.4% | 2025-Q4 stale |
| Walleye Capital LLC trimmed | 60,864 | $4M | 0.3% | 2025-Q4 stale |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed | 65,900 | $4M | 0.3% | 2025-Q2 stale |
| Sowell Financial Services LLC added | 60,010 | $4M | 0.3% | 2025-Q3 stale |
| Arete Wealth Advisors, LLC new | 57,888 | $4M | 0.3% | 2025-Q4 stale |
| Baker Avenue Asset Management, LP added | 64,990 | $3M | 0.3% | 2025-Q1 stale |
| Benchmark Financial Wealth Advisors, LLC trimmed | 49,723 | $3M | 0.3% | 2025-Q4 stale |
| VICUS CAPITAL added | 55,878 | $3M | 0.3% | 2025-Q1 stale |
| Sandy Spring Bank trimmed | 48,631 | $3M | 0.2% | 2025-Q1 stale |
| Helix Partners Management LP new | 45,000 | $3M | 0.2% | 2025-Q2 stale |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 32,837 | $2M | 0.2% | 2025-Q4 stale |
| SG Americas Securities, LLC added | 32,846 | $2M | 0.2% | 2025-Q4 stale |
| Great Diamond Partners, LLC added | 36,940 | $2M | 0.2% | 2025-Q1 stale |
| Atom Investors LP new | 34,298 | $2M | 0.2% | 2025-Q2 stale |
| D. E. Shaw & Co., Inc. trimmed | 28,972 | $2M | 0.2% | 2025-Q4 stale |
| One Capital Management, LLC trimmed | 29,628 | $2M | 0.1% | 2025-Q1 stale |
| IBEX WEALTH ADVISORS trimmed | 28,996 | $2M | 0.1% | 2025-Q1 stale |
| Arlington Capital Management, Inc. added | 28,159 | $1M | 0.1% | 2025-Q1 stale |
| Envestnet Portfolio Solutions, Inc. added | 24,372 | $1M | 0.1% | 2025-Q4 stale |
| TUDOR INVESTMENT CORP ET AL trimmed | 24,183 | $1M | 0.1% | 2025-Q4 stale |
| SAPIENT CAPITAL LLC new | 22,800 | $1M | 0.1% | 2025-Q4 stale |
| Global Retirement Partners, LLC trimmed | 21,608 | $1M | 0.1% | 2025-Q4 stale |
| TWO SIGMA SECURITIES, LLC added | 21,743 | $1M | 0.1% | 2025-Q3 stale |
| Riggs Asset Managment Co. Inc. added | 23,557 | $1M | 0.1% | 2025-Q1 stale |
| Quantbot Technologies LP added | 20,093 | $1M | 0.1% | 2025-Q2 stale |
| Jefferies Financial Group Inc. added | 16,653 | $1M | 0.1% | 2025-Q4 stale |
| GARDA CAPITAL PARTNERS LP trimmed | 18,421 | $976K | 0.1% | 2025-Q1 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.
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.