Skip to main content Skip to main content
Institutional Ownership · SEC Form 13F

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.

74
Institutional holders
12M
Shares held (tracked funds)
42.7%
Of shares outstanding

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).

FundSharesReported value% of valueQuarter
STILWELL VALUE LLC3,363,450$35M20.5%2026-Q1
Greenhaven Road Investment Management, L.P. trimmed1,851,776$19M11.3%2026-Q1
Capricorn Fund Managers Ltd new1,784,893$19M10.9%2026-Q1
BlackRock, Inc. trimmed1,140,588$12M6.9%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new734,359$8M4.5%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added478,315$5M2.9%2026-Q1
Belpointe Asset Management LLC added360,511$4M2.2%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added319,670$3M1.9%2026-Q1
STATE STREET CORP added303,808$3M1.8%2026-Q1
BARD ASSOCIATES INC trimmed277,858$3M1.7%2026-Q1
NORTHERN TRUST CORP added167,535$2M1.0%2026-Q1
VANGUARD FIDUCIARY TRUST CO new139,126$1M0.8%2026-Q1
Annandale Capital, LLC128,200$1M0.8%2026-Q1
Waverly Advisors, LLC new125,000$1M0.8%2026-Q1
GOLDMAN SACHS GROUP INC added124,767$1M0.8%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new124,765$1M0.8%2026-Q1
Squarepoint Ops LLC added73,763$769K0.4%2026-Q1
Steward Partners Investment Advisory, LLC added68,153$711K0.4%2026-Q1
STIFEL FINANCIAL CORP trimmed66,000$688K0.4%2026-Q1
CITADEL ADVISORS LLC trimmed58,806$613K0.4%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed52,921$552K0.3%2026-Q1
BANK OF AMERICA CORP /DE/ added46,605$486K0.3%2026-Q1
Bank of New York Mellon Corp trimmed42,032$438K0.3%2026-Q1
MORGAN STANLEY trimmed39,987$417K0.2%2026-Q1
BRIDGEWAY CAPITAL MANAGEMENT, LLC31,100$324K0.2%2026-Q1
STATE OF WISCONSIN INVESTMENT BOARD added29,181$304K0.2%2026-Q1
Nuveen, LLC23,957$250K0.1%2026-Q1
RHUMBLINE ADVISERS trimmed23,854$249K0.1%2026-Q1
JANE STREET GROUP, LLC trimmed22,049$230K0.1%2026-Q1
DEUTSCHE BANK AG\ added21,672$226K0.1%2026-Q1
ALLIANCEBERNSTEIN L.P.14,960$201K0.1%2026-Q1
Invesco Ltd. trimmed18,215$190K0.1%2026-Q1
LPL Financial LLC new17,300$180K0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added16,149$168K0.1%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added14,725$154K0.1%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV new11,619$121K0.1%2026-Q1
SIMPLEX TRADING, LLC added10,398$108K0.1%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added10,037$105K0.1%2026-Q1
UBS Group AG trimmed9,747$102K0.1%2026-Q1
JPMORGAN CHASE & CO added8,573$88K0.1%2026-Q1
WELLS FARGO & COMPANY/MN trimmed7,660$80K0.0%2026-Q1
Vanguard Global Advisers, LLC new7,542$79K0.0%2026-Q1
FMR LLC added7,290$76K0.0%2026-Q1
MetLife Investment Management, LLC trimmed7,175$75K0.0%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND6,801$71K0.0%2026-Q1
Police & Firemen's Retirement System of New Jersey5,440$57K0.0%2026-Q1
BNP PARIBAS FINANCIAL MARKETS trimmed4,876$51K0.0%2026-Q1
OSAIC HOLDINGS, INC. trimmed4,526$47K0.0%2026-Q1
Russell Investments Group, Ltd. trimmed4,443$46K0.0%2026-Q1
Tower Research Capital LLC (TRC) added4,418$46K0.0%2026-Q1
BARCLAYS PLC trimmed4,123$43K0.0%2026-Q1
Legal & General Group Plc trimmed1,918$20K0.0%2026-Q1
NISA INVESTMENT ADVISORS, LLC1,900$20K0.0%2026-Q1
Ameritas Investment Partners, Inc.1,851$19K0.0%2026-Q1
ROYAL BANK OF CANADA added1,674$18K0.0%2026-Q1
CITIGROUP INC added1,306$14K0.0%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed1,142$12K0.0%2026-Q1
Federation des caisses Desjardins du Quebec1,070$11K0.0%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added426$4K0.0%2026-Q1
Farther Finance Advisors, LLC310$3K0.0%2026-Q1
HUNTINGTON NATIONAL BANK281$3K0.0%2026-Q1
CWM, LLC added213$2K0.0%2026-Q1
NATIONAL BANK OF CANADA /FI/212$2K0.0%2026-Q1
Optiver Holding B.V. trimmed200$2K0.0%2026-Q1
Sterling Capital Management LLC137$1K0.0%2026-Q1
GAMMA Investing LLC131$1K0.0%2026-Q1
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ new93$9700.0%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. added55$5740.0%2026-Q1
EverSource Wealth Advisors, LLC trimmed10$3090.0%2026-Q1
MassMutual Private Wealth & Trust, FSB18$1880.0%2026-Q1
Root Financial Partners, LLC new5$520.0%2026-Q1
Allworth Financial LP new2$210.0%2026-Q1
MIRABELLA FINANCIAL SERVICES LLP trimmed1,983,825$27M15.6%2025-Q4 stale
VANGUARD GROUP INC added994,759$13M7.8%2025-Q4 stale
1060 Capital, LLC75,400$1M0.6%2025-Q3 stale
Informed Momentum Co LLC trimmed43,088$580K0.3%2025-Q4 stale
SEI INVESTMENTS CO new26,234$353K0.2%2025-Q4 stale
RITHOLTZ WEALTH MANAGEMENT added18,951$277K0.2%2025-Q3 stale
DIMENSIONAL FUND ADVISORS LP trimmed33,619$266K0.2%2025-Q1 stale
O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed18,608$250K0.1%2025-Q4 stale
Private Advisor Group, LLC added11,677$157K0.1%2025-Q4 stale
INTECH INVESTMENT MANAGEMENT LLC new10,406$141K0.1%2025-Q2 stale
Virtu Financial LLC added16,607$132K0.1%2025-Q1 stale
TOWNSQUARE CAPITAL LLC added15,117$120K0.1%2025-Q1 stale
JANUS HENDERSON GROUP PLC trimmed11,444$92K0.1%2025-Q1 stale
Corebridge Financial, Inc. trimmed6,225$49K0.0%2025-Q1 stale
JONES FINANCIAL COMPANIES LLLP2,632$38K0.0%2025-Q3 stale
COLDSTREAM CAPITAL MANAGEMENT INC new1,676$13K0.0%2025-Q1 stale
NewEdge Advisors, LLC new700$9K0.0%2025-Q2 stale
AMALGAMATED BANK added663$9K0.0%2025-Q4 stale
WHITTIER TRUST CO trimmed293$4K0.0%2025-Q4 stale
Arax Advisory Partners trimmed166$2K0.0%2025-Q3 stale
HARBOR CAPITAL ADVISORS, INC. trimmed121$2K0.0%2025-Q4 stale
Torren Management, LLC new40$5380.0%2025-Q4 stale
Cornerstone Planning Group LLC new20$2810.0%2025-Q2 stale
IFP Advisors, Inc0$2440.0%2025-Q2 stale
SBI Securities Co., Ltd.9$710.0%2025-Q1 stale
American Capital Advisory, LLC new4$540.0%2025-Q4 stale
Essential Partners LLC added3$400.0%2025-Q4 stale
True Wealth Design, LLC trimmed5$400.0%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.

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