Who owns KEX (KEX)
Which tracked institutional funds hold KEX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See KEX 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
177 tracked funds added or opened KEX while 71 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
KEX’s largest tracked holder by dollar value, BlackRock, 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 KEX more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in KEX 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 432 tracked filers holding KEX, 237 increased or opened the position and 203 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
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 KEX 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 37
- VANGUARD PORTFOLIO MANAGEMENT LLC$354M
- VANGUARD CAPITAL MANAGEMENT LLC$320M
- Hood River Capital Management LLC$62M
- VANGUARD FIDUCIARY TRUST CO$45M
- Qube Research & Technologies Ltd$36M
- WESTWOOD HOLDINGS GROUP INC$26M
Full exits 28
- VANGUARD GROUP INC$593M
- Trexquant Investment LP$22M
- Merewether Investment Management, LP$13M
- Hound Partners, LLC$11M
- Empire Life Investments Inc.$10M
- LMR Partners LLP$7M
Largest adds
- GOLDMAN SACHS GROUP INC$88M
- DIMENSIONAL FUND ADVISORS LP$74M
- FRONTIER CAPITAL MANAGEMENT CO LLC$71M
- FMR LLC$53M
- AMERICAN CENTURY COMPANIES INC$50M
- MORGAN STANLEY$48M
Largest trims
- Pacer Advisors, Inc.$120M
- FIRST TRUST ADVISORS LP$62M
- JANUS HENDERSON GROUP PLC$59M
- PRUDENTIAL FINANCIAL INC$56M
- ALLIANCEBERNSTEIN L.P.$42M
- Amundi$24M
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 |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 4,596,909 | $611M | 8.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 2,827,971 | $376M | 5.1% | 2026-Q1 |
| MORGAN STANLEY trimmed | 2,670,163 | $355M | 4.8% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 2,661,025 | $354M | 4.8% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 2,617,538 | $348M | 4.7% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 2,407,527 | $320M | 4.3% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 1,735,388 | $231M | 3.1% | 2026-Q1 |
| STATE STREET CORP added | 1,638,974 | $218M | 2.9% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 1,567,794 | $208M | 2.8% | 2026-Q1 |
| KING LUTHER CAPITAL MANAGEMENT CORP trimmed | 1,560,791 | $207M | 2.8% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 1,404,714 | $187M | 2.5% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,021,904 | $136M | 1.8% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 928,701 | $123M | 1.7% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 1,115,740 | $123M | 1.7% | 2026-Q1 |
| FMR LLC added | 791,334 | $105M | 1.4% | 2026-Q1 |
| JENNISON ASSOCIATES LLC added | 758,029 | $101M | 1.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 731,343 | $97M | 1.3% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 697,817 | $93M | 1.3% | 2026-Q1 |
| FRONTIER CAPITAL MANAGEMENT CO LLC added | 644,329 | $86M | 1.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 625,614 | $83M | 1.1% | 2026-Q1 |
| CONGRESS ASSET MANAGEMENT CO added | 625,542 | $83M | 1.1% | 2026-Q1 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC trimmed | 605,986 | $81M | 1.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 530,565 | $71M | 1.0% | 2026-Q1 |
| NORGES BANK trimmed | 693,880 | $70M | 0.9% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 523,407 | $70M | 0.9% | 2026-Q1 |
| ArrowMark Colorado Holdings LLC trimmed | 470,548 | $63M | 0.8% | 2026-Q1 |
| Encompass Capital Advisors LLC trimmed | 469,611 | $62M | 0.8% | 2026-Q1 |
| Hood River Capital Management LLC added | 464,322 | $62M | 0.8% | 2026-Q1 |
| NORTHERN TRUST CORP added | 459,960 | $61M | 0.8% | 2026-Q1 |
| Select Equity Group, L.P. added | 375,897 | $50M | 0.7% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 360,234 | $48M | 0.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 345,623 | $46M | 0.6% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 341,068 | $45M | 0.6% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 338,952 | $45M | 0.6% | 2026-Q1 |
| Bank of New York Mellon Corp added | 337,835 | $45M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 336,504 | $45M | 0.6% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 318,346 | $42M | 0.6% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 314,458 | $42M | 0.6% | 2026-Q1 |
| 12th Street Asset Management Company, LLC trimmed | 291,138 | $39M | 0.5% | 2026-Q1 |
| Assenagon Asset Management S.A. added | 281,505 | $37M | 0.5% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 275,681 | $37M | 0.5% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 272,874 | $36M | 0.5% | 2026-Q1 |
| PRIMECAP MANAGEMENT CO/CA/ trimmed | 263,803 | $35M | 0.5% | 2026-Q1 |
| CAPSTONE INVESTMENT ADVISORS, LLC trimmed | 263,609 | $35M | 0.5% | 2026-Q1 |
| ATLANTIC INVESTMENT MANAGEMENT, INC. added | 257,000 | $34M | 0.5% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP added | 224,490 | $30M | 0.4% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC added | 219,435 | $30M | 0.4% | 2026-Q1 |
| SEI INVESTMENTS CO added | 221,757 | $29M | 0.4% | 2026-Q1 |
| FIL Ltd added | 219,500 | $29M | 0.4% | 2026-Q1 |
| Park West Asset Management LLC added | 212,510 | $28M | 0.4% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 201,861 | $27M | 0.4% | 2026-Q1 |
| DAVENPORT & Co LLC trimmed | 199,506 | $27M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 197,400 | $26M | 0.4% | 2026-Q1 |
| ALGERT GLOBAL LLC trimmed | 192,670 | $26M | 0.3% | 2026-Q1 |
| WESTWOOD HOLDINGS GROUP INC added | 192,482 | $26M | 0.3% | 2026-Q1 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed | 187,892 | $25M | 0.3% | 2026-Q1 |
| Gotham Asset Management, LLC added | 177,609 | $24M | 0.3% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 174,303 | $23M | 0.3% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 168,521 | $22M | 0.3% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 166,734 | $22M | 0.3% | 2026-Q1 |
| SummitTX Capital, L.P. added | 166,254 | $22M | 0.3% | 2026-Q1 |
| Yaupon Capital Management LP added | 165,540 | $22M | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 165,150 | $22M | 0.3% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. added | 155,002 | $21M | 0.3% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC added | 146,471 | $19M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 144,958 | $19M | 0.3% | 2026-Q1 |
| VELA Investment Management, LLC trimmed | 143,898 | $19M | 0.3% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 137,583 | $18M | 0.2% | 2026-Q1 |
| Bridgewater Associates, LP added | 130,551 | $17M | 0.2% | 2026-Q1 |
| LATHROP INVESTMENT MANAGEMENT CO added | 130,329 | $17M | 0.2% | 2026-Q1 |
| LORD, ABBETT & CO. LLC trimmed | 125,000 | $17M | 0.2% | 2026-Q1 |
| Squarepoint Ops LLC trimmed | 123,485 | $16M | 0.2% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 118,506 | $16M | 0.2% | 2026-Q1 |
| UBS Group AG added | 116,032 | $15M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System added | 104,950 | $14M | 0.2% | 2026-Q1 |
| PEREGRINE CAPITAL MANAGEMENT LLC trimmed | 103,161 | $14M | 0.2% | 2026-Q1 |
| Nuveen, LLC added | 102,311 | $14M | 0.2% | 2026-Q1 |
| ROYCE & ASSOCIATES LP added | 102,278 | $14M | 0.2% | 2026-Q1 |
| Retirement Systems of Alabama added | 101,546 | $13M | 0.2% | 2026-Q1 |
| Mountaineer Partners Management, LLC added | 89,017 | $12M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 77,832 | $10M | 0.1% | 2026-Q1 |
| Hudson Bay Capital Management LP added | 74,831 | $10M | 0.1% | 2026-Q1 |
| Rokos Capital Management LLP new | 74,590 | $10M | 0.1% | 2026-Q1 |
| Hodges Capital Management Inc. trimmed | 71,704 | $10M | 0.1% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 70,856 | $9M | 0.1% | 2026-Q1 |
| Man Group plc trimmed | 70,135 | $9M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 5,383,449 | $593M | 8.0% | 2025-Q4 stale |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. added | 714,127 | $81M | 1.1% | 2025-Q2 stale |
| Appian Way Asset Management LP added | 675,546 | $56M | 0.8% | 2025-Q3 stale |
| MACQUARIE GROUP LTD trimmed | 557,585 | $47M | 0.6% | 2025-Q3 stale |
| FRANKLIN RESOURCES INC trimmed | 518,060 | $43M | 0.6% | 2025-Q3 stale |
| Artemis Investment Management LLP trimmed | 279,291 | $32M | 0.4% | 2025-Q2 stale |
| HITE Hedge Asset Management LLC added | 273,348 | $23M | 0.3% | 2025-Q3 stale |
| Trexquant Investment LP added | 199,252 | $22M | 0.3% | 2025-Q4 stale |
| NATIXIS ADVISORS, LLC added | 131,770 | $15M | 0.2% | 2025-Q2 stale |
| Merewether Investment Management, LP trimmed | 122,300 | $13M | 0.2% | 2025-Q4 stale |
| Hound Partners, LLC trimmed | 99,767 | $11M | 0.1% | 2025-Q4 stale |
| Empire Life Investments Inc. added | 89,222 | $10M | 0.1% | 2025-Q4 stale |
| LUMINUS MANAGEMENT LLC added | 116,956 | $10M | 0.1% | 2025-Q3 stale |
| ExodusPoint Capital Management, LP added | 111,624 | $9M | 0.1% | 2025-Q3 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.