Who owns Kirby (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-Q2 13F filings (latest filed 2026-09-22). 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
117 tracked funds added or opened KEX while 109 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
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 2026-Q1 and 2026-Q2, across 429 tracked filers holding KEX, 234 increased or opened the position and 217 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
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 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 32
- Jupiter Topco LLC$54M
- Boston Partners$28M
- Lodge Hill Capital, LLC$14M
- Davidson Kempner Capital Management LP$10M
- Bellars Harris Wealth Management, LLC$8M
- 1060 Capital, LLC$7M
Full exits 47
- VAN ECK ASSOCIATES CORP$30M
- Park West Asset Management LLC$28M
- SummitTX Capital, L.P.$22M
- Yaupon Capital Management LP$22M
- LATHROP INVESTMENT MANAGEMENT CO$17M
- LORD, ABBETT & CO. LLC$17M
Largest adds
- BlackRock, Inc.$122M
- Invesco Ltd.$72M
- D. E. Shaw & Co., Inc.$69M
- AQR CAPITAL MANAGEMENT LLC$50M
- JPMORGAN CHASE & CO$46M
- FIRST TRUST ADVISORS LP$33M
Largest trims
- NEUBERGER BERMAN GROUP LLC$59M
- WELLINGTON MANAGEMENT GROUP LLP$52M
- ArrowMark Colorado Holdings LLC$40M
- CITADEL ADVISORS LLC$37M
- CAPSTONE INVESTMENT ADVISORS, LLC$34M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$30M
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 |
|---|---|---|---|---|
| BlackRock, Inc. added | 5,392,912 | $733M | 10.9% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 2,759,885 | $375M | 5.6% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 2,689,551 | $366M | 5.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 2,656,007 | $361M | 5.4% | 2026-Q2 |
| MORGAN STANLEY trimmed | 2,432,658 | $331M | 4.9% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 2,415,730 | $328M | 4.9% | 2026-Q2 |
| STATE STREET CORP added | 1,648,286 | $224M | 3.3% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 1,618,865 | $220M | 3.3% | 2026-Q2 |
| KING LUTHER CAPITAL MANAGEMENT CORP trimmed | 1,457,920 | $198M | 2.9% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC trimmed | 1,262,228 | $172M | 2.5% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,190,344 | $162M | 2.4% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 1,150,107 | $156M | 2.3% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 936,109 | $127M | 1.9% | 2026-Q2 |
| FMR LLC added | 917,664 | $125M | 1.9% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 883,760 | $120M | 1.8% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 881,640 | $117M | 1.7% | 2026-Q2 |
| JENNISON ASSOCIATES LLC added | 865,097 | $118M | 1.7% | 2026-Q2 |
| CONGRESS ASSET MANAGEMENT CO added | 703,728 | $96M | 1.4% | 2026-Q2 |
| NORGES BANK trimmed | 683,912 | $93M | 1.4% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 677,254 | $92M | 1.4% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 671,706 | $91M | 1.4% | 2026-Q2 |
| FRONTIER CAPITAL MANAGEMENT CO LLC added | 666,554 | $91M | 1.3% | 2026-Q2 |
| Invesco Ltd. added | 573,902 | $78M | 1.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 539,856 | $73M | 1.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 525,769 | $73M | 1.1% | 2026-Q2 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC trimmed | 510,102 | $69M | 1.0% | 2026-Q2 |
| Hood River Capital Management LLC added | 497,476 | $68M | 1.0% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 489,909 | $67M | 1.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 460,019 | $63M | 0.9% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 448,414 | $61M | 0.9% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 434,924 | $59M | 0.9% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 416,819 | $57M | 0.8% | 2026-Q2 |
| Jupiter Topco LLC new | 394,968 | $54M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 338,214 | $46M | 0.7% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 337,989 | $46M | 0.7% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 335,380 | $46M | 0.7% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 330,837 | $45M | 0.7% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 316,545 | $43M | 0.6% | 2026-Q2 |
| FIL Ltd added | 304,697 | $41M | 0.6% | 2026-Q2 |
| Select Equity Group, L.P. trimmed | 304,102 | $41M | 0.6% | 2026-Q2 |
| 12th Street Asset Management Company, LLC added | 292,564 | $40M | 0.6% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 283,543 | $39M | 0.6% | 2026-Q2 |
| Assenagon Asset Management S.A. trimmed | 270,376 | $37M | 0.5% | 2026-Q2 |
| Encompass Capital Advisors LLC trimmed | 265,609 | $36M | 0.5% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 261,650 | $36M | 0.5% | 2026-Q2 |
| PRIMECAP MANAGEMENT CO/CA/ trimmed | 253,353 | $34M | 0.5% | 2026-Q2 |
| SEI INVESTMENTS CO added | 248,216 | $34M | 0.5% | 2026-Q2 |
| Boston Partners new | 207,362 | $28M | 0.4% | 2026-Q2 |
| Gotham Asset Management, LLC added | 201,961 | $27M | 0.4% | 2026-Q2 |
| ATLANTIC INVESTMENT MANAGEMENT, INC. trimmed | 186,700 | $25M | 0.4% | 2026-Q2 |
| FEDERATED HERMES, INC. trimmed | 184,642 | $25M | 0.4% | 2026-Q2 |
| WESTWOOD HOLDINGS GROUP INC trimmed | 181,568 | $25M | 0.4% | 2026-Q2 |
| DAVENPORT & Co LLC trimmed | 179,522 | $24M | 0.4% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 175,254 | $24M | 0.4% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 167,880 | $23M | 0.3% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 165,643 | $23M | 0.3% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 162,998 | $22M | 0.3% | 2026-Q2 |
| ArrowMark Colorado Holdings LLC trimmed | 162,464 | $22M | 0.3% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC trimmed | 162,249 | $21M | 0.3% | 2026-Q2 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed | 148,613 | $20M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 142,342 | $19M | 0.3% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 139,354 | $19M | 0.3% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 139,136 | $19M | 0.3% | 2026-Q2 |
| ALGERT GLOBAL LLC trimmed | 135,905 | $18M | 0.3% | 2026-Q2 |
| VELA Investment Management, LLC trimmed | 128,374 | $17M | 0.3% | 2026-Q2 |
| California Public Employees Retirement System added | 121,325 | $16M | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 118,001 | $16M | 0.2% | 2026-Q2 |
| Nuveen, LLC added | 111,578 | $15M | 0.2% | 2026-Q2 |
| PEREGRINE CAPITAL MANAGEMENT LLC added | 108,733 | $15M | 0.2% | 2026-Q2 |
| Lodge Hill Capital, LLC new | 105,000 | $14M | 0.2% | 2026-Q2 |
| Man Group plc added | 104,687 | $14M | 0.2% | 2026-Q2 |
| BARCLAYS PLC added | 92,269 | $13M | 0.2% | 2026-Q2 |
| Retirement Systems of Alabama trimmed | 90,435 | $12M | 0.2% | 2026-Q2 |
| Bridgewater Associates, LP trimmed | 86,416 | $12M | 0.2% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 85,544 | $12M | 0.2% | 2026-Q2 |
| ROYCE & ASSOCIATES LP trimmed | 82,705 | $11M | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 77,907 | $11M | 0.2% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added | 76,792 | $10M | 0.2% | 2026-Q2 |
| Davidson Kempner Capital Management LP new | 75,000 | $10M | 0.2% | 2026-Q2 |
| UBS Group AG trimmed | 74,094 | $10M | 0.1% | 2026-Q2 |
| OPPENHEIMER ASSET MANAGEMENT INC. trimmed | 67,531 | $9M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 67,317 | $9M | 0.1% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 66,691 | $9M | 0.1% | 2026-Q2 |
| TECTONIC ADVISORS LLC trimmed | 65,917 | $9M | 0.1% | 2026-Q2 |
| Mariner, LLC added | 64,988 | $9M | 0.1% | 2026-Q2 |
| PICTON MAHONEY ASSET MANAGEMENT trimmed | 62,034 | $8M | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 61,598 | $8M | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 57,815 | $8M | 0.1% | 2026-Q2 |
| HOURGLASS CAPITAL, LLC trimmed | 56,615 | $8M | 0.1% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 56,351 | $8M | 0.1% | 2026-Q2 |
| STRS OHIO trimmed | 55,379 | $8M | 0.1% | 2026-Q2 |
| Bellars Harris Wealth Management, LLC new | 55,208 | $8M | 0.1% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 52,084 | $7M | 0.1% | 2026-Q2 |
| INTECH INVESTMENT MANAGEMENT LLC added | 51,788 | $7M | 0.1% | 2026-Q2 |
| Allianz Asset Management GmbH added | 51,352 | $7M | 0.1% | 2026-Q2 |
| PANAGORA ASSET MANAGEMENT INC added | 51,074 | $7M | 0.1% | 2026-Q2 |
| 1060 Capital, LLC new | 50,000 | $7M | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 49,724 | $7M | 0.1% | 2026-Q2 |
| Hodges Capital Management Inc. trimmed | 49,518 | $7M | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 48,999 | $7M | 0.1% | 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.