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Institutional Ownership · SEC Form 13F

Who owns KOF (KOF)


Which tracked institutional funds hold KOF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See KOF 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.

256
Institutional holders
18,484,570
Shares held (tracked funds)

How the tape is positioned

54 tracked funds added or opened KOF while 33 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

KOF’s largest tracked holder by dollar value, GATES FOUNDATION TRUST, sizes it at 1.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in KOF 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 256 tracked filers holding KOF, 124 increased or opened the position and 102 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 KOF 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 11

  • MILLENNIUM MANAGEMENT LLC$10M
  • MARSHALL WACE, LLP$6M
  • MIRABELLA FINANCIAL SERVICES LLP$3M
  • Y-Intercept (Hong Kong) Ltd$3M
  • XTX Topco Ltd$3M
  • Campbell & CO Investment Adviser LLC$2M

Full exits 7

  • LAKEWOOD CAPITAL MANAGEMENT, LP$18M
  • Hosking Partners LLP$8M
  • Discerene Group LP$6M
  • Ninety One UK Ltd$4M
  • Banco BTG Pactual S.A.$2M
  • VICTORY CAPITAL MANAGEMENT INC$791K

Largest adds

  • FMR LLC$23M
  • JONES FINANCIAL COMPANIES LLLP$19M
  • GATES FOUNDATION TRUST$18M
  • Robeco Institutional Asset Management B.V.$12M
  • Qube Research & Technologies Ltd$12M
  • Connor, Clark & Lunn Investment Management Ltd.$5M

Largest trims

  • Boston Partners$60M
  • Invesco Ltd.$12M
  • NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$9M
  • CenterBook Partners LP$3M
  • NEUBERGER BERMAN GROUP LLC$2M
  • VOLORIDGE INVESTMENT MANAGEMENT, LLC$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).

FundSharesReported value% of valueQuarter
GATES FOUNDATION TRUST6,214,719$606M30.6%2026-Q1
Tweedy, Browne Co LLC trimmed1,170,026$114M5.8%2026-Q1
Boston Partners trimmed1,013,914$99M5.0%2026-Q1
Itau Unibanco Holding S.A.672,833$64M3.2%2026-Q1
Robeco Institutional Asset Management B.V. added644,946$63M3.2%2026-Q1
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added496,822$48M2.4%2026-Q1
Cullen Capital Management, LLC trimmed423,141$41M2.1%2026-Q1
Connor, Clark & Lunn Investment Management Ltd. added422,444$41M2.1%2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed409,492$40M2.0%2026-Q1
First Eagle Investment Management, LLC added392,739$38M1.9%2026-Q1
MORGAN STANLEY added391,528$38M1.9%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed337,528$33M1.7%2026-Q1
Skerryvore Asset Management Ltd trimmed282,172$28M1.4%2026-Q1
FMR LLC added233,106$23M1.1%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added199,818$19M1.0%2026-Q1
NATIXIS ADVISORS, LLC added197,154$19M1.0%2026-Q1
JONES FINANCIAL COMPANIES LLLP added197,046$19M1.0%2026-Q1
Qube Research & Technologies Ltd added176,459$17M0.9%2026-Q1
Invesco Ltd. trimmed174,859$17M0.9%2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed174,563$17M0.9%2026-Q1
BlackRock, Inc. trimmed164,456$16M0.8%2026-Q1
DIMENSIONAL FUND ADVISORS LP trimmed163,237$16M0.8%2026-Q1
FEDERATED HERMES, INC. trimmed161,733$16M0.8%2026-Q1
Crossmark Global Holdings, Inc. trimmed150,869$15M0.7%2026-Q1
Ramirez Asset Management, Inc. added149,595$15M0.7%2026-Q1
NORTHERN TRUST CORP trimmed140,893$14M0.7%2026-Q1
JPMORGAN CHASE & CO added124,918$12M0.6%2026-Q1
DEUTSCHE BANK AG\ added117,849$11M0.6%2026-Q1
UBS Group AG trimmed116,989$11M0.6%2026-Q1
STIFEL FINANCIAL CORP added105,366$10M0.5%2026-Q1
MILLENNIUM MANAGEMENT LLC added100,739$10M0.5%2026-Q1
CIBC WORLD MARKET INC. trimmed91,418$9M0.5%2026-Q1
Capital International, Inc./CA/ trimmed89,925$9M0.4%2026-Q1
WELLS FARGO & COMPANY/MN added84,716$8M0.4%2026-Q1
Clearbridge Investments, LLC added76,850$7M0.4%2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLC added75,838$7M0.4%2026-Q1
NEUBERGER BERMAN GROUP LLC trimmed71,469$7M0.4%2026-Q1
SILVERCREST ASSET MANAGEMENT GROUP LLC added63,753$6M0.3%2026-Q1
MARSHALL WACE, LLP added59,226$6M0.3%2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed58,265$6M0.3%2026-Q1
BLI - Banque de Luxembourg Investments60,000$6M0.3%2026-Q1
Martin Capital Partners, LLC added57,004$6M0.3%2026-Q1
JANUS HENDERSON GROUP PLC trimmed51,915$5M0.3%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added50,963$5M0.3%2026-Q1
Gradient Investments LLC added48,991$5M0.2%2026-Q1
GOLDMAN SACHS GROUP INC trimmed48,856$5M0.2%2026-Q1
JANE STREET GROUP, LLC added48,323$5M0.2%2026-Q1
OPPENHEIMER ASSET MANAGEMENT INC. trimmed48,229$5M0.2%2026-Q1
CITADEL ADVISORS LLC added47,001$5M0.2%2026-Q1
LAZARD ASSET MANAGEMENT LLC trimmed46,473$5M0.2%2026-Q1
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund41,903$4M0.2%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ trimmed40,262$4M0.2%2026-Q1
Broyhill Asset Management, LLC trimmed39,872$4M0.2%2026-Q1
ROYAL BANK OF CANADA trimmed38,752$4M0.2%2026-Q1
MIRABELLA FINANCIAL SERVICES LLP trimmed35,819$3M0.2%2026-Q1
NATIONAL BANK OF CANADA /FI/ added34,437$3M0.2%2026-Q1
Aperture Investors, LLC trimmed33,163$3M0.2%2026-Q1
RAYMOND JAMES FINANCIAL INC added32,454$3M0.2%2026-Q1
Arkfeld Wealth Strategies, L.L.C. trimmed30,658$3M0.2%2026-Q1
Creative Planning added32,416$3M0.2%2026-Q1
TrueMark Investments, LLC added32,222$3M0.2%2026-Q1
OPAL CAPITAL LLC added32,222$3M0.2%2026-Q1
Y-Intercept (Hong Kong) Ltd added32,009$3M0.2%2026-Q1
BRANDES INVESTMENT PARTNERS, LP added30,875$3M0.2%2026-Q1
Seafarer Capital Partners, LLC29,000$3M0.1%2026-Q1
SEI INVESTMENTS CO added28,757$3M0.1%2026-Q1
JT Stratford LLC added28,554$3M0.1%2026-Q1
XTX Topco Ltd added27,858$3M0.1%2026-Q1
Quantinno Capital Management LP added25,509$2M0.1%2026-Q1
RITHOLTZ WEALTH MANAGEMENT trimmed24,903$2M0.1%2026-Q1
VPR Management LLC24,789$2M0.1%2026-Q1
Campbell & CO Investment Adviser LLC added24,373$2M0.1%2026-Q1
Vise Technologies, Inc.23,877$2M0.1%2026-Q1
GUGGENHEIM CAPITAL LLC added23,177$2M0.1%2026-Q1
Balefire, LLC trimmed22,271$2M0.1%2026-Q1
ABC ARBITRAGE SA added21,611$2M0.1%2026-Q1
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed21,442$2M0.1%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added20,814$2M0.1%2026-Q1
ABS Direct Equity Fund LLC added20,080$2M0.1%2026-Q1
LSV ASSET MANAGEMENT19,800$2M0.1%2026-Q1
Corvex Management LP added998,713$91M4.6%2025-Q1 stale
MACQUARIE GROUP LTD added566,132$47M2.4%2025-Q3 stale
LAKEWOOD CAPITAL MANAGEMENT, LP added186,800$18M0.9%2025-Q4 stale
Phoenix Financial Ltd. trimmed138,396$13M0.6%2025-Q1 stale
Grantham, Mayo, Van Otterloo & Co. LLC added101,989$10M0.5%2025-Q2 stale
AXIOM INVESTORS LLC /DE new83,549$8M0.4%2025-Q2 stale
Hosking Partners LLP trimmed81,341$8M0.4%2025-Q4 stale
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed75,219$7M0.4%2025-Q2 stale
Discerene Group LP68,597$6M0.3%2025-Q4 stale
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC new57,258$6M0.3%2025-Q2 stale
Caisse de depot et placement du Quebec trimmed55,900$5M0.3%2025-Q2 stale
Capital World Investors60,363$5M0.3%2025-Q3 stale
DEPRINCE RACE & ZOLLO INC trimmed45,846$4M0.2%2025-Q2 stale
Ninety One UK Ltd43,585$4M0.2%2025-Q4 stale
WCM INVESTMENT MANAGEMENT, LLC trimmed35,364$3M0.2%2025-Q1 stale
TOWNSQUARE CAPITAL LLC added33,247$3M0.2%2025-Q1 stale
Oxbow Advisors, LLC new34,011$3M0.1%2025-Q3 stale
WELLINGTON MANAGEMENT GROUP LLP trimmed28,125$3M0.1%2025-Q1 stale
Pictet Asset Management Holding SA trimmed24,823$2M0.1%2025-Q3 stale
Banco BTG Pactual S.A. trimmed21,279$2M0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership