Who owns 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-Q2 13F filings (latest filed 2026-08-21). 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
57 tracked funds added or opened KBE while 30 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2026-Q1 and 2026-Q2, across 254 tracked filers holding KBE, 117 increased or opened the position and 107 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 2026-Q1 and 2026-Q2 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 15
- PRUDENTIAL PLC$18M
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$10M
- Measured Wealth Private Client Group, LLC$7M
- Empowered Funds, LLC$6M
- Agave Capital Management Ltd$5M
- Walleye Trading LLC$3M
Full exits 15
- Janney Montgomery Scott LLC$20M
- MILLENNIUM MANAGEMENT LLC$14M
- HRT FINANCIAL LP$6M
- CREDIT INDUSTRIEL ET COMMERCIAL$5M
- FDx Advisors, Inc.$3M
- Tower Research Capital LLC (TRC)$3M
Largest adds
- MORGAN STANLEY$385M
- GOLDMAN SACHS GROUP INC$289M
- CITIGROUP INC$110M
- BARCLAYS PLC$95M
- JPMORGAN CHASE & CO$52M
- BANK OF AMERICA CORP /DE/$24M
Largest trims
- TWO SIGMA INVESTMENTS, LP$25M
- JANE STREET GROUP, LLC$12M
- BALYASNY ASSET MANAGEMENT L.P.$11M
- Madison Asset Management, LLC$9M
- Bank of New York Mellon Corp$5M
- ROYAL BANK OF CANADA$5M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC added | 7,004,237 | $478M | 25.4% | 2026-Q2 |
| MORGAN STANLEY added | 6,846,216 | $467M | 24.8% | 2026-Q2 |
| CITIGROUP INC added | 2,006,963 | $137M | 7.3% | 2026-Q2 |
| BARCLAYS PLC added | 1,565,518 | $107M | 5.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,294,676 | $88M | 4.7% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 829,925 | $57M | 3.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 664,895 | $45M | 2.4% | 2026-Q2 |
| Wharton Business Group, LLC trimmed | 537,221 | $37M | 1.9% | 2026-Q2 |
| UBS Group AG trimmed | 524,433 | $36M | 1.9% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 490,560 | $33M | 1.8% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 480,940 | $33M | 1.7% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 438,145 | $30M | 1.6% | 2026-Q2 |
| LPL Financial LLC added | 355,424 | $24M | 1.3% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 304,248 | $21M | 1.1% | 2026-Q2 |
| PRUDENTIAL PLC new | 261,100 | $18M | 0.9% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 246,764 | $17M | 0.9% | 2026-Q2 |
| ProVise Management Group, LLC added | 233,055 | $16M | 0.8% | 2026-Q2 |
| CASTLEKEEP INVESTMENT ADVISORS LLC added | 211,894 | $14M | 0.8% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 202,831 | $14M | 0.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 190,106 | $13M | 0.7% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 171,831 | $12M | 0.6% | 2026-Q2 |
| Madison Asset Management, LLC trimmed | 157,868 | $11M | 0.6% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 147,211 | $10M | 0.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 132,748 | $9M | 0.5% | 2026-Q2 |
| MRA Advisory Group added | 112,634 | $8M | 0.4% | 2026-Q2 |
| Measured Wealth Private Client Group, LLC new | 104,704 | $7M | 0.4% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. trimmed | 97,279 | $7M | 0.4% | 2026-Q2 |
| Empowered Funds, LLC trimmed | 93,708 | $6M | 0.3% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 88,460 | $6M | 0.3% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 85,854 | $6M | 0.3% | 2026-Q2 |
| Sage Advisory Services, Ltd.Co. trimmed | 78,821 | $5M | 0.3% | 2026-Q2 |
| Agave Capital Management Ltd trimmed | 78,015 | $5M | 0.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 76,490 | $5M | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 73,743 | $5M | 0.3% | 2026-Q2 |
| Trans-Canada Capital Inc. | 70,000 | $5M | 0.3% | 2026-Q2 |
| Cetera Investment Advisers added | 69,573 | $5M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 56,400 | $4M | 0.2% | 2026-Q2 |
| Evolution Wealth Advisors, LLC | 53,022 | $4M | 0.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 47,471 | $3M | 0.2% | 2026-Q2 |
| Atlantic Union Bankshares Corp trimmed | 45,846 | $3M | 0.2% | 2026-Q2 |
| Walleye Trading LLC new | 45,456 | $3M | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 45,291 | $3M | 0.2% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 45,158 | $3M | 0.2% | 2026-Q2 |
| MONETA GROUP INVESTMENT ADVISORS LLC new | 38,024 | $3M | 0.1% | 2026-Q2 |
| LOM Asset Management Ltd trimmed | 33,175 | $2M | 0.1% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 32,497 | $2M | 0.1% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd added | 29,361 | $2M | 0.1% | 2026-Q2 |
| Migdal Insurance & Financial Holdings Ltd. new | 27,250 | $2M | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. added | 26,775 | $2M | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC added | 25,695 | $2M | 0.1% | 2026-Q2 |
| SummitTX Capital, L.P. added | 23,262 | $2M | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 21,535 | $1M | 0.1% | 2026-Q2 |
| Wealthspire Advisors, LLC added | 21,525 | $1M | 0.1% | 2026-Q2 |
| Tidal Investments LLC new | 21,237 | $1M | 0.1% | 2026-Q2 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 20,472 | $1M | 0.1% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 19,754 | $1M | 0.1% | 2026-Q2 |
| Clark Capital Management Group, Inc. added | 19,565 | $1M | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 18,874 | $1M | 0.1% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 18,839 | $1M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 18,786 | $1M | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 18,591 | $1M | 0.1% | 2026-Q2 |
| FMR LLC added | 18,552 | $1M | 0.1% | 2026-Q2 |
| Vectors Research Management, LLC added | 18,332 | $1M | 0.1% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 17,783 | $1M | 0.1% | 2026-Q2 |
| Baird Financial Group, Inc. added | 17,579 | $1M | 0.1% | 2026-Q2 |
| Segment Wealth Management, LLC trimmed | 17,500 | $1M | 0.1% | 2026-Q2 |
| DRW Securities, LLC trimmed | 17,460 | $1M | 0.1% | 2026-Q2 |
| Forum Financial Management, LP trimmed | 17,056 | $1M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 16,785 | $1M | 0.1% | 2026-Q2 |
| Curi Capital, LLC | 14,587 | $995K | 0.1% | 2026-Q2 |
| ALTFEST L J & CO INC added | 14,232 | $971K | 0.1% | 2026-Q2 |
| Lido Advisors, LLC added | 13,962 | $953K | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 13,797 | $941K | 0.1% | 2026-Q2 |
| Atria Investments, Inc added | 13,790 | $941K | 0.1% | 2026-Q2 |
| NTV Asset Management LLC | 13,710 | $935K | 0.0% | 2026-Q2 |
| Stirlingshire Investments, Inc. trimmed | 13,003 | $887K | 0.0% | 2026-Q2 |
| StoneX Group Inc. added | 12,024 | $777K | 0.0% | 2026-Q2 |
| Mariner, LLC trimmed | 11,971 | $817K | 0.0% | 2026-Q2 |
| TWO SIGMA SECURITIES, LLC trimmed | 11,816 | $806K | 0.0% | 2026-Q2 |
| Cerity Partners LLC added | 11,756 | $801K | 0.0% | 2026-Q2 |
| MAI Capital Management added | 11,601 | $791K | 0.0% | 2026-Q2 |
| Waterloo Capital, L.P. added | 11,187 | $763K | 0.0% | 2026-Q2 |
| Summit Financial, LLC added | 10,885 | $743K | 0.0% | 2026-Q2 |
| COURIER CAPITAL LLC trimmed | 10,746 | $733K | 0.0% | 2026-Q2 |
| Pathstone Holdings, LLC added | 10,465 | $714K | 0.0% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 10,451 | $713K | 0.0% | 2026-Q2 |
| STEPHENS INC /AR/ | 9,860 | $673K | 0.0% | 2026-Q2 |
| SIMPLEX TRADING, LLC trimmed | 9,479 | $647K | 0.0% | 2026-Q2 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. trimmed | 9,452 | $644K | 0.0% | 2026-Q2 |
| CALTON & ASSOCIATES, INC. trimmed | 9,438 | $644K | 0.0% | 2026-Q2 |
| Graves Light Lenhart Wealth, Inc. | 9,367 | $639K | 0.0% | 2026-Q2 |
| HANOVER ADVISORS INC trimmed | 9,335 | $637K | 0.0% | 2026-Q2 |
| WEST MICHIGAN ADVISORS, LLC trimmed | 9,247 | $631K | 0.0% | 2026-Q2 |
| NORTH STAR ASSET MANAGEMENT INC | 9,115 | $622K | 0.0% | 2026-Q2 |
| Simmons Bank | 8,987 | $613K | 0.0% | 2026-Q2 |
| Voya Financial Advisors, Inc. trimmed | 8,799 | $600K | 0.0% | 2026-Q2 |
| Integrated Advisors Network LLC | 8,501 | $580K | 0.0% | 2026-Q2 |
| Montecito Bank & Trust | 8,490 | $579K | 0.0% | 2026-Q2 |
| &PARTNERS trimmed | 8,429 | $575K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 7,939 | $543K | 0.0% | 2026-Q2 |
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.