Who owns KWY
Which tracked institutional funds hold KWY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See KWY company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 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
6 tracked funds added or opened KWY while 15 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
KWY’s largest tracked holder by dollar value, STILWELL VALUE LLC, sizes it at 38.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 38.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in KWY 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 74 tracked filers holding KWY, 35 increased or opened the position and 35 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 KWY 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 5
- Capricorn Fund Managers Ltd$19M
- VANGUARD CAPITAL MANAGEMENT LLC$8M
- VANGUARD FIDUCIARY TRUST CO$1M
- Waverly Advisors, LLC$1M
- VANGUARD PORTFOLIO MANAGEMENT LLC$1M
Full exits 3
- MIRABELLA FINANCIAL SERVICES LLP$27M
- VANGUARD GROUP INC$13M
- Informed Momentum Co LLC$580K
Largest adds
- GOLDMAN SACHS GROUP INC$652K
Largest trims
- STILWELL VALUE LLC$10M
- Greenhaven Road Investment Management, L.P.$6M
- BlackRock, Inc.$4M
- GEODE CAPITAL MANAGEMENT, LLC$1M
- Belpointe Asset Management LLC$1M
- BARD ASSOCIATES INC$855K
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 |
|---|---|---|---|---|
| STILWELL VALUE LLC | 3,363,450 | $35M | 20.5% | 2026-Q1 |
| Greenhaven Road Investment Management, L.P. trimmed | 1,851,776 | $19M | 11.3% | 2026-Q1 |
| Capricorn Fund Managers Ltd new | 1,784,893 | $19M | 10.9% | 2026-Q1 |
| BlackRock, Inc. trimmed | 1,140,588 | $12M | 6.9% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 734,359 | $8M | 4.5% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 478,315 | $5M | 2.9% | 2026-Q1 |
| Belpointe Asset Management LLC added | 360,511 | $4M | 2.2% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 319,670 | $3M | 1.9% | 2026-Q1 |
| STATE STREET CORP added | 303,808 | $3M | 1.8% | 2026-Q1 |
| BARD ASSOCIATES INC trimmed | 277,858 | $3M | 1.7% | 2026-Q1 |
| NORTHERN TRUST CORP added | 167,535 | $2M | 1.0% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 139,126 | $1M | 0.8% | 2026-Q1 |
| Annandale Capital, LLC | 128,200 | $1M | 0.8% | 2026-Q1 |
| Waverly Advisors, LLC new | 125,000 | $1M | 0.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 124,767 | $1M | 0.8% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 124,765 | $1M | 0.8% | 2026-Q1 |
| Squarepoint Ops LLC added | 73,763 | $769K | 0.4% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 68,153 | $711K | 0.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 66,000 | $688K | 0.4% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 58,806 | $613K | 0.4% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 52,921 | $552K | 0.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 46,605 | $486K | 0.3% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 42,032 | $438K | 0.3% | 2026-Q1 |
| MORGAN STANLEY trimmed | 39,987 | $417K | 0.2% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 31,100 | $324K | 0.2% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 29,181 | $304K | 0.2% | 2026-Q1 |
| Nuveen, LLC | 23,957 | $250K | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 23,854 | $249K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 22,049 | $230K | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 21,672 | $226K | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. | 14,960 | $201K | 0.1% | 2026-Q1 |
| Invesco Ltd. trimmed | 18,215 | $190K | 0.1% | 2026-Q1 |
| LPL Financial LLC new | 17,300 | $180K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 16,149 | $168K | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 14,725 | $154K | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV new | 11,619 | $121K | 0.1% | 2026-Q1 |
| SIMPLEX TRADING, LLC added | 10,398 | $108K | 0.1% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 10,037 | $105K | 0.1% | 2026-Q1 |
| UBS Group AG trimmed | 9,747 | $102K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 8,573 | $88K | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 7,660 | $80K | 0.0% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 7,542 | $79K | 0.0% | 2026-Q1 |
| FMR LLC added | 7,290 | $76K | 0.0% | 2026-Q1 |
| MetLife Investment Management, LLC trimmed | 7,175 | $75K | 0.0% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND | 6,801 | $71K | 0.0% | 2026-Q1 |
| Police & Firemen's Retirement System of New Jersey | 5,440 | $57K | 0.0% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 4,876 | $51K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 4,526 | $47K | 0.0% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 4,443 | $46K | 0.0% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 4,418 | $46K | 0.0% | 2026-Q1 |
| BARCLAYS PLC trimmed | 4,123 | $43K | 0.0% | 2026-Q1 |
| Legal & General Group Plc trimmed | 1,918 | $20K | 0.0% | 2026-Q1 |
| NISA INVESTMENT ADVISORS, LLC | 1,900 | $20K | 0.0% | 2026-Q1 |
| Ameritas Investment Partners, Inc. | 1,851 | $19K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 1,674 | $18K | 0.0% | 2026-Q1 |
| CITIGROUP INC added | 1,306 | $14K | 0.0% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 1,142 | $12K | 0.0% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec | 1,070 | $11K | 0.0% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 426 | $4K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC | 310 | $3K | 0.0% | 2026-Q1 |
| HUNTINGTON NATIONAL BANK | 281 | $3K | 0.0% | 2026-Q1 |
| CWM, LLC added | 213 | $2K | 0.0% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ | 212 | $2K | 0.0% | 2026-Q1 |
| Optiver Holding B.V. trimmed | 200 | $2K | 0.0% | 2026-Q1 |
| Sterling Capital Management LLC | 137 | $1K | 0.0% | 2026-Q1 |
| GAMMA Investing LLC | 131 | $1K | 0.0% | 2026-Q1 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ new | 93 | $970 | 0.0% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 55 | $574 | 0.0% | 2026-Q1 |
| EverSource Wealth Advisors, LLC trimmed | 10 | $309 | 0.0% | 2026-Q1 |
| MassMutual Private Wealth & Trust, FSB | 18 | $188 | 0.0% | 2026-Q1 |
| Root Financial Partners, LLC new | 5 | $52 | 0.0% | 2026-Q1 |
| Allworth Financial LP new | 2 | $21 | 0.0% | 2026-Q1 |
| MIRABELLA FINANCIAL SERVICES LLP trimmed | 1,983,825 | $27M | 15.6% | 2025-Q4 stale |
| VANGUARD GROUP INC added | 994,759 | $13M | 7.8% | 2025-Q4 stale |
| 1060 Capital, LLC | 75,400 | $1M | 0.6% | 2025-Q3 stale |
| Informed Momentum Co LLC trimmed | 43,088 | $580K | 0.3% | 2025-Q4 stale |
| SEI INVESTMENTS CO new | 26,234 | $353K | 0.2% | 2025-Q4 stale |
| RITHOLTZ WEALTH MANAGEMENT added | 18,951 | $277K | 0.2% | 2025-Q3 stale |
| DIMENSIONAL FUND ADVISORS LP trimmed | 33,619 | $266K | 0.2% | 2025-Q1 stale |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 18,608 | $250K | 0.1% | 2025-Q4 stale |
| Private Advisor Group, LLC added | 11,677 | $157K | 0.1% | 2025-Q4 stale |
| INTECH INVESTMENT MANAGEMENT LLC new | 10,406 | $141K | 0.1% | 2025-Q2 stale |
| Virtu Financial LLC added | 16,607 | $132K | 0.1% | 2025-Q1 stale |
| TOWNSQUARE CAPITAL LLC added | 15,117 | $120K | 0.1% | 2025-Q1 stale |
| JANUS HENDERSON GROUP PLC trimmed | 11,444 | $92K | 0.1% | 2025-Q1 stale |
| Corebridge Financial, Inc. trimmed | 6,225 | $49K | 0.0% | 2025-Q1 stale |
| JONES FINANCIAL COMPANIES LLLP | 2,632 | $38K | 0.0% | 2025-Q3 stale |
| COLDSTREAM CAPITAL MANAGEMENT INC new | 1,676 | $13K | 0.0% | 2025-Q1 stale |
| NewEdge Advisors, LLC new | 700 | $9K | 0.0% | 2025-Q2 stale |
| AMALGAMATED BANK added | 663 | $9K | 0.0% | 2025-Q4 stale |
| WHITTIER TRUST CO trimmed | 293 | $4K | 0.0% | 2025-Q4 stale |
| Arax Advisory Partners trimmed | 166 | $2K | 0.0% | 2025-Q3 stale |
| HARBOR CAPITAL ADVISORS, INC. trimmed | 121 | $2K | 0.0% | 2025-Q4 stale |
| Torren Management, LLC new | 40 | $538 | 0.0% | 2025-Q4 stale |
| Cornerstone Planning Group LLC new | 20 | $281 | 0.0% | 2025-Q2 stale |
| IFP Advisors, Inc | 0 | $244 | 0.0% | 2025-Q2 stale |
| SBI Securities Co., Ltd. | 9 | $71 | 0.0% | 2025-Q1 stale |
| American Capital Advisory, LLC new | 4 | $54 | 0.0% | 2025-Q4 stale |
| Essential Partners LLC added | 3 | $40 | 0.0% | 2025-Q4 stale |
| True Wealth Design, LLC trimmed | 5 | $40 | 0.0% | 2025-Q1 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.