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-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
8 tracked funds added or opened KWY while 4 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
KWY’s largest tracked holder by dollar value, STILWELL VALUE LLC, sizes it at 20.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 20.1pp 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 2026-Q1 and 2026-Q2, across 72 tracked filers holding KWY, 41 increased or opened the position and 32 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 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 1
- UNITED CAPITAL FINANCIAL ADVISORS, LLC$863K
Full exits 2
- Annandale Capital, LLC$1M
- Waverly Advisors, LLC$1M
Largest adds
- VANGUARD CAPITAL MANAGEMENT LLC$1M
- BlackRock, Inc.$1M
- GOLDMAN SACHS GROUP INC$615K
- CITADEL ADVISORS LLC$583K
- GEODE CAPITAL MANAGEMENT, LLC$385K
- Nuveen, LLC$291K
Largest trims
- Capricorn Fund Managers Ltd$4M
- Greenhaven Road Investment Management, L.P.$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 |
|---|---|---|---|---|
| STILWELL VALUE LLC | 3,363,450 | $35M | 20.5% | 2026-Q2 |
| Greenhaven Road Investment Management, L.P. trimmed | 1,696,149 | $18M | 10.4% | 2026-Q2 |
| Capricorn Fund Managers Ltd trimmed | 1,410,526 | $15M | 8.6% | 2026-Q2 |
| BlackRock, Inc. added | 1,262,514 | $13M | 7.7% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 856,359 | $9M | 5.2% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 515,740 | $5M | 3.2% | 2026-Q2 |
| Belpointe Asset Management LLC trimmed | 358,511 | $4M | 2.2% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 302,815 | $3M | 1.8% | 2026-Q2 |
| STATE STREET CORP trimmed | 297,996 | $3M | 1.8% | 2026-Q2 |
| BARD ASSOCIATES INC added | 279,274 | $3M | 1.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 183,860 | $2M | 1.1% | 2026-Q2 |
| NORTHERN TRUST CORP added | 170,484 | $2M | 1.0% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 149,208 | $2M | 0.9% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 148,164 | $2M | 0.9% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 114,832 | $1M | 0.7% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC new | 82,832 | $863K | 0.5% | 2026-Q2 |
| Squarepoint Ops LLC added | 75,937 | $791K | 0.5% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 72,517 | $756K | 0.4% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 70,285 | $732K | 0.4% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 68,000 | $709K | 0.4% | 2026-Q2 |
| Nuveen, LLC added | 51,863 | $540K | 0.3% | 2026-Q2 |
| Bank of New York Mellon Corp added | 45,610 | $475K | 0.3% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 32,100 | $334K | 0.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 30,273 | $315K | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 25,070 | $261K | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 24,043 | $251K | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 23,168 | $241K | 0.1% | 2026-Q2 |
| MORGAN STANLEY trimmed | 21,809 | $227K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 19,760 | $206K | 0.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 16,600 | $173K | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 16,160 | $169K | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 15,605 | $163K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 11,962 | $125K | 0.1% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 11,704 | $122K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 11,701 | $122K | 0.1% | 2026-Q2 |
| Invesco Ltd. trimmed | 11,681 | $122K | 0.1% | 2026-Q2 |
| XTX Topco Ltd new | 11,176 | $116K | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 10,357 | $108K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 9,973 | $104K | 0.1% | 2026-Q2 |
| FMR LLC added | 9,328 | $97K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 9,205 | $95K | 0.1% | 2026-Q2 |
| UBS Group AG trimmed | 8,667 | $90K | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 8,225 | $86K | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 7,542 | $79K | 0.0% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND | 6,801 | $71K | 0.0% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey | 5,440 | $57K | 0.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 4,152 | $43K | 0.0% | 2026-Q2 |
| BARCLAYS PLC trimmed | 3,170 | $33K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 2,411 | $25K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 1,920 | $20K | 0.0% | 2026-Q2 |
| Legal & General Group Plc | 1,918 | $20K | 0.0% | 2026-Q2 |
| NISA INVESTMENT ADVISORS, LLC | 1,900 | $20K | 0.0% | 2026-Q2 |
| Ameritas Investment Partners, Inc. | 1,851 | $19K | 0.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 426 | $4K | 0.0% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec trimmed | 358 | $4K | 0.0% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 296 | $3K | 0.0% | 2026-Q2 |
| HUNTINGTON NATIONAL BANK | 281 | $3K | 0.0% | 2026-Q2 |
| TD Waterhouse Canada Inc. new | 250 | $3K | 0.0% | 2026-Q2 |
| SIMPLEX TRADING, LLC trimmed | 206 | $2K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 166 | $2K | 0.0% | 2026-Q2 |
| GAMMA Investing LLC | 131 | $1K | 0.0% | 2026-Q2 |
| Arax Advisory Partners trimmed | 114 | $1K | 0.0% | 2026-Q2 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 93 | $969 | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 80 | $834 | 0.0% | 2026-Q2 |
| Sterling Capital Management LLC trimmed | 76 | $792 | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 63 | $656 | 0.0% | 2026-Q2 |
| MassMutual Private Wealth & Trust, FSB | 18 | $188 | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 11 | $114 | 0.0% | 2026-Q2 |
| ASSETMARK, INC new | 10 | $104 | 0.0% | 2026-Q2 |
| Allworth Financial LP added | 8 | $84 | 0.0% | 2026-Q2 |
| Clearstead Advisors, LLC new | 4 | $42 | 0.0% | 2026-Q2 |
| Caitong International Asset Management Co., Ltd new | 3 | $31 | 0.0% | 2026-Q2 |
| Annandale Capital, LLC | 128,200 | $1M | 0.8% | 2026-Q1 stale (1 quarter behind) |
| Waverly Advisors, LLC new | 125,000 | $1M | 0.8% | 2026-Q1 stale (1 quarter behind) |
| STATE OF WISCONSIN INVESTMENT BOARD added | 29,181 | $304K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC trimmed | 22,049 | $230K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| MERCER GLOBAL ADVISORS INC /ADV new | 11,619 | $121K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Farther Finance Advisors, LLC | 310 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC added | 213 | $2K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| NATIONAL BANK OF CANADA /FI/ | 212 | $2K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Optiver Holding B.V. trimmed | 200 | $2K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Root Financial Partners, LLC new | 5 | $52 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Basecamp Wealth Advisors LLC new | 4 | $42 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MIRABELLA FINANCIAL SERVICES LLP trimmed | 1,983,825 | $27M | 15.6% | 2025-Q4 stale (2 quarters behind) |
| VANGUARD GROUP INC added | 994,759 | $13M | 7.8% | 2025-Q4 stale (2 quarters behind) |
| Informed Momentum Co LLC trimmed | 43,088 | $580K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| SEI INVESTMENTS CO new | 26,234 | $353K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Private Advisor Group, LLC added | 11,677 | $157K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| AMALGAMATED BANK added | 663 | $9K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| WHITTIER TRUST CO trimmed | 293 | $4K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| HARBOR CAPITAL ADVISORS, INC. trimmed | 121 | $2K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Torren Management, LLC new | 40 | $538 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| American Capital Advisory, LLC new | 4 | $54 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| 1060 Capital, LLC | 75,400 | $1M | 0.6% | 2025-Q3 stale (3 quarters behind) |
| RITHOLTZ WEALTH MANAGEMENT new | 18,951 | $277K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| JONES FINANCIAL COMPANIES LLLP | 2,632 | $38K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| INTECH INVESTMENT MANAGEMENT LLC new | 10,406 | $141K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| NewEdge Advisors, LLC new | 700 | $9K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Cornerstone Planning Group LLC new | 20 | $281 | 0.0% | 2025-Q2 stale (4 quarters behind) |
| IFP Advisors, Inc | 0 | $244 | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.