Who owns KLC (KLC)
Which tracked institutional funds hold KLC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See KLC 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
12 tracked funds added or opened KLC while 26 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
KLC’s largest tracked holder by dollar value, Partners Group Holding AG, sizes it at 13.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 13.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in KLC 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 108 tracked filers holding KLC, 66 increased or opened the position and 71 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
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 KLC 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 6
- Silver Point Capital L.P.$6M
- VANGUARD CAPITAL MANAGEMENT LLC$3M
- REDWOOD CAPITAL MANAGEMENT, LLC$3M
- CastleKnight Management LP$1M
- Invenomic Capital Management LP$1M
- VANGUARD PORTFOLIO MANAGEMENT LLC$724K
Full exits 8
- BANK OF MONTREAL /CAN/$20M
- VANGUARD GROUP INC$12M
- FRONTIER CAPITAL MANAGEMENT CO LLC$5M
- Ararat Capital Management LP$3M
- Jump Financial, LLC$1M
- Tejara Capital Ltd$927K
Largest adds
- EverSource Wealth Advisors, LLC$17M
- MILLENNIUM MANAGEMENT LLC$3M
- JANE STREET GROUP, LLC$1M
- AQR CAPITAL MANAGEMENT LLC$1M
- JPMORGAN CHASE & CO$273K
- FIRST TRUST ADVISORS LP$259K
Largest trims
- Partners Group Holding AG$173M
- AMERICAN CENTURY COMPANIES INC$11M
- BlackRock, Inc.$7M
- AMERIPRISE FINANCIAL INC$6M
- RENAISSANCE TECHNOLOGIES LLC$2M
- GOLDMAN SACHS GROUP INC$2M
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 |
|---|---|---|---|---|
| Partners Group Holding AG | 81,418,736 | $179M | 43.8% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 25,854 | $17M | 4.1% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 5,137,671 | $11M | 2.8% | 2026-Q1 |
| Silver Point Capital L.P. new | 2,780,000 | $6M | 1.5% | 2026-Q1 |
| BlackRock, Inc. trimmed | 2,120,224 | $5M | 1.1% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 1,498,585 | $3M | 0.8% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,427,649 | $3M | 0.8% | 2026-Q1 |
| REDWOOD CAPITAL MANAGEMENT, LLC new | 1,250,000 | $3M | 0.7% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 1,115,569 | $2M | 0.6% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 755,157 | $2M | 0.4% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 744,296 | $2M | 0.4% | 2026-Q1 |
| STATE STREET CORP trimmed | 626,648 | $1M | 0.3% | 2026-Q1 |
| CastleKnight Management LP new | 621,674 | $1M | 0.3% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 620,236 | $1M | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 591,079 | $1M | 0.3% | 2026-Q1 |
| Invenomic Capital Management LP new | 583,486 | $1M | 0.3% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 582,830 | $1M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 436,121 | $929K | 0.2% | 2026-Q1 |
| MORGAN STANLEY added | 392,134 | $863K | 0.2% | 2026-Q1 |
| Villanova Investment Management Co LLC trimmed | 334,451 | $736K | 0.2% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 328,889 | $724K | 0.2% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 252,942 | $556K | 0.1% | 2026-Q1 |
| FMR LLC added | 235,303 | $518K | 0.1% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 227,533 | $501K | 0.1% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 214,365 | $472K | 0.1% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 208,528 | $459K | 0.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 208,513 | $459K | 0.1% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 199,009 | $438K | 0.1% | 2026-Q1 |
| ExodusPoint Capital Management, LP new | 192,050 | $423K | 0.1% | 2026-Q1 |
| Militia Capital Management LLC new | 135,826 | $299K | 0.1% | 2026-Q1 |
| Point72 Asset Management, L.P. trimmed | 125,244 | $276K | 0.1% | 2026-Q1 |
| Invesco Ltd. added | 109,089 | $240K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 109,067 | $240K | 0.1% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 103,385 | $227K | 0.1% | 2026-Q1 |
| Jain Global LLC trimmed | 97,530 | $215K | 0.1% | 2026-Q1 |
| Engineers Gate Manager LP added | 97,315 | $214K | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 49,550 | $214K | 0.1% | 2026-Q1 |
| Counterpoint Mutual Funds LLC new | 86,494 | $190K | 0.0% | 2026-Q1 |
| Atom Investors LP added | 79,685 | $175K | 0.0% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD new | 75,164 | $165K | 0.0% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 71,778 | $158K | 0.0% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 67,406 | $148K | 0.0% | 2026-Q1 |
| Lido Advisors, LLC | 65,025 | $143K | 0.0% | 2026-Q1 |
| Aster Capital Management (DIFC) Ltd new | 11,593 | $134K | 0.0% | 2026-Q1 |
| UBS Group AG trimmed | 56,167 | $124K | 0.0% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 50,305 | $111K | 0.0% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP new | 50,041 | $110K | 0.0% | 2026-Q1 |
| Nuveen, LLC trimmed | 44,219 | $97K | 0.0% | 2026-Q1 |
| Centiva Capital, LP new | 43,064 | $95K | 0.0% | 2026-Q1 |
| MARSHALL WACE, LLP added | 42,620 | $94K | 0.0% | 2026-Q1 |
| Burgundy Asset Management Ltd. added | 3,919,470 | $28M | 6.9% | 2025-Q3 stale |
| BROWN ADVISORY INC trimmed | 3,694,485 | $25M | 6.0% | 2025-Q3 stale |
| BANK OF MONTREAL /CAN/ new | 4,628,208 | $20M | 4.9% | 2025-Q4 stale |
| Granahan Investment Management, LLC trimmed | 1,228,286 | $14M | 3.5% | 2025-Q1 stale |
| VANGUARD GROUP INC trimmed | 2,881,791 | $12M | 3.0% | 2025-Q4 stale |
| J. Goldman & Co LP added | 1,292,266 | $9M | 2.1% | 2025-Q3 stale |
| Alyeska Investment Group, L.P. added | 1,084,240 | $7M | 1.8% | 2025-Q3 stale |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed | 600,000 | $7M | 1.7% | 2025-Q1 stale |
| Capital International Investors trimmed | 454,250 | $5M | 1.3% | 2025-Q1 stale |
| FRONTIER CAPITAL MANAGEMENT CO LLC trimmed | 1,041,978 | $5M | 1.1% | 2025-Q4 stale |
| Pictet Asset Management Holding SA trimmed | 318,723 | $3M | 0.8% | 2025-Q2 stale |
| Burkehill Global Management, LP | 400,000 | $3M | 0.6% | 2025-Q3 stale |
| Ararat Capital Management LP added | 601,466 | $3M | 0.6% | 2025-Q4 stale |
| SEVEN GRAND MANAGERS, LLC | 150,000 | $2M | 0.4% | 2025-Q1 stale |
| Jump Financial, LLC added | 301,873 | $1M | 0.3% | 2025-Q4 stale |
| TEACHER RETIREMENT SYSTEM OF TEXAS trimmed | 104,141 | $1M | 0.3% | 2025-Q1 stale |
| MOODY NATIONAL BANK TRUST DIVISION new | 90,412 | $1M | 0.3% | 2025-Q1 stale |
| PEREGRINE CAPITAL MANAGEMENT LLC trimmed | 89,691 | $1M | 0.3% | 2025-Q1 stale |
| Tejara Capital Ltd new | 214,646 | $927K | 0.2% | 2025-Q4 stale |
| FRED ALGER MANAGEMENT, LLC trimmed | 72,207 | $729K | 0.2% | 2025-Q2 stale |
| MOORE CAPITAL MANAGEMENT, LP added | 152,092 | $657K | 0.2% | 2025-Q4 stale |
| Squarepoint Ops LLC trimmed | 92,967 | $617K | 0.2% | 2025-Q3 stale |
| Qube Research & Technologies Ltd new | 59,575 | $602K | 0.1% | 2025-Q2 stale |
| Trexquant Investment LP new | 58,877 | $595K | 0.1% | 2025-Q2 stale |
| Balyasny Asset Management L.P. trimmed | 124,516 | $538K | 0.1% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC added | 53,075 | $536K | 0.1% | 2025-Q2 stale |
| FORMULA GROWTH LTD | 69,667 | $463K | 0.1% | 2025-Q3 stale |
| BOOTHBAY FUND MANAGEMENT, LLC trimmed | 45,000 | $454K | 0.1% | 2025-Q2 stale |
| Fountainhead AM, LLC new | 65,025 | $432K | 0.1% | 2025-Q3 stale |
| Optimize Financial Inc added | 81,081 | $350K | 0.1% | 2025-Q4 stale |
| Dynamic Technology Lab Private Ltd new | 33,550 | $339K | 0.1% | 2025-Q2 stale |
| Quadrature Capital Ltd added | 74,663 | $323K | 0.1% | 2025-Q4 stale |
| State of Wyoming added | 26,284 | $305K | 0.1% | 2025-Q1 stale |
| Swiss National Bank added | 69,900 | $302K | 0.1% | 2025-Q4 stale |
| WOLVERINE TRADING, LLC added | 40,496 | $277K | 0.1% | 2025-Q3 stale |
| TWO SIGMA ADVISERS, LP new | 55,900 | $241K | 0.1% | 2025-Q4 stale |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 55,146 | $238K | 0.1% | 2025-Q4 stale |
| Aristides Capital LLC new | 43,700 | $189K | 0.0% | 2025-Q4 stale |
| Sandia Investment Management LP trimmed | 15,000 | $174K | 0.0% | 2025-Q1 stale |
| Gotham Asset Management, LLC new | 24,835 | $165K | 0.0% | 2025-Q3 stale |
| Corebridge Financial, Inc. trimmed | 13,652 | $158K | 0.0% | 2025-Q1 stale |
| SIMPLEX TRADING, LLC trimmed | 22,148 | $147K | 0.0% | 2025-Q3 stale |
| PharVision Advisers, LLC added | 33,749 | $146K | 0.0% | 2025-Q4 stale |
| HRT FINANCIAL LP added | 33,668 | $145K | 0.0% | 2025-Q4 stale |
| DARK FOREST CAPITAL MANAGEMENT LP new | 12,179 | $141K | 0.0% | 2025-Q1 stale |
| FEDERATED HERMES, INC. | 20,000 | $133K | 0.0% | 2025-Q3 stale |
| Olympiad Research LP trimmed | 17,611 | $117K | 0.0% | 2025-Q3 stale |
| PRELUDE CAPITAL MANAGEMENT, LLC added | 17,611 | $117K | 0.0% | 2025-Q3 stale |
| Quantinno Capital Management LP trimmed | 25,594 | $111K | 0.0% | 2025-Q4 stale |
| SG Americas Securities, LLC added | 22,175 | $96K | 0.0% | 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.
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.