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Institutional Ownership · SEC Form 13F

Who owns STK


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

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

79
Institutional holders
3M
Shares held (tracked funds)

How the tape is positioned

12 tracked funds added or opened STK while 5 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

STK’s largest tracked holder by dollar value, WELLS FARGO & COMPANY/MN, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes STK more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in STK 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 79 tracked filers holding STK, 42 increased or opened the position and 24 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 STK 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 2

  • COHEN & STEERS, INC.$1M
  • Advisors Asset Management, Inc.$891K

Full exits 2

  • READYSTATE ASSET MANAGEMENT LP$2M
  • Cornerstone Advisors, LLC$1M

Largest adds

  • Karpus Management, Inc.$3M
  • Thomas J. Herzfeld Advisors, Inc.$2M
  • BANK OF AMERICA CORP /DE/$2M
  • Shaker Financial Services, LLC$852K
  • LPL Financial LLC$625K
  • Advisory Advocates, LLC$534K

Largest trims

  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2M
  • WOLVERINE ASSET MANAGEMENT LLC$1M
  • ROYAL BANK OF CANADA$1M

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
WELLS FARGO & COMPANY/MN trimmed404,253$15M12.5%2026-Q1
MORGAN STANLEY trimmed311,540$12M9.6%2026-Q1
Janney Montgomery Scott LLC added306,516$12M9.5%2026-Q1
Invesco Ltd. added211,531$8M6.5%2026-Q1
LPL Financial LLC added195,321$7M6.0%2026-Q1
Karpus Management, Inc. added186,368$7M5.8%2026-Q1
BANK OF AMERICA CORP /DE/ added166,575$6M5.1%2026-Q1
Shaker Financial Services, LLC added100,908$4M3.1%2026-Q1
ROYAL BANK OF CANADA trimmed93,975$4M2.9%2026-Q1
RAYMOND JAMES FINANCIAL INC added78,064$3M2.4%2026-Q1
PMG Family Office LLC added76,670$3M2.4%2026-Q1
Thomas J. Herzfeld Advisors, Inc. added66,224$3M2.0%2026-Q1
Advisory Advocates, LLC added47,309$2M1.5%2026-Q1
AMERIPRISE FINANCIAL INC added44,919$2M1.4%2026-Q1
WOLVERINE ASSET MANAGEMENT LLC trimmed44,831$2M1.4%2026-Q1
Aviance Capital Partners, LLC added44,424$2M1.4%2026-Q1
Cetera Investment Advisers added37,806$1M1.2%2026-Q1
UBS Group AG trimmed33,218$1M1.0%2026-Q1
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added29,254$1M0.9%2026-Q1
COHEN & STEERS, INC. trimmed30,000$1M0.9%2026-Q1
Kingsview Wealth Management, LLC trimmed29,450$1M0.9%2026-Q1
OSAIC HOLDINGS, INC. trimmed26,595$1M0.8%2026-Q1
1607 Capital Partners, LLC23,955$909K0.7%2026-Q1
Advisors Asset Management, Inc. added23,503$891K0.7%2026-Q1
World Investment Advisors added23,466$890K0.7%2026-Q1
IHT Wealth Management, LLC trimmed22,183$841K0.7%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed21,761$825K0.7%2026-Q1
LAUREL OAK WEALTH MANAGEMENT, LLC trimmed21,649$821K0.7%2026-Q1
HUB Investment Partners, LLC19,000$721K0.6%2026-Q1
David J Yvars Group added18,583$705K0.6%2026-Q1
Alteri Wealth LLC18,010$683K0.6%2026-Q1
Meridian Wealth Management, LLC added17,747$673K0.5%2026-Q1
Kestra Advisory Services, LLC trimmed17,382$659K0.5%2026-Q1
BENJAMIN EDWARDS INC added17,315$657K0.5%2026-Q1
Smith Asset Management Co., LLC16,070$610K0.5%2026-Q1
LVZ, Inc.13,890$527K0.4%2026-Q1
&PARTNERS added13,232$502K0.4%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added13,082$496K0.4%2026-Q1
Parallel Advisors, LLC added12,905$490K0.4%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed11,796$447K0.4%2026-Q1
OPPENHEIMER & CO INC added10,951$415K0.3%2026-Q1
Compass Planning Associates Inc10,190$387K0.3%2026-Q1
NorthRock Partners, LLC new10,095$383K0.3%2026-Q1
KESTRA PRIVATE WEALTH SERVICES, LLC added9,396$356K0.3%2026-Q1
Allworth Financial LP added8,738$331K0.3%2026-Q1
JANE STREET GROUP, LLC added8,736$331K0.3%2026-Q1
Concurrent Investment Advisors, LLC trimmed8,437$320K0.3%2026-Q1
SteelPeak Wealth, LLC added8,255$313K0.3%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed7,606$297K0.2%2026-Q1
MOSAIC FAMILY WEALTH PARTNERS, LLC7,247$275K0.2%2026-Q1
NBC SECURITIES, INC. added6,654$252K0.2%2026-Q1
DIVERSIFY WEALTH MANAGEMENT, LLC new4,420$210K0.2%2026-Q1
CHOREO, LLC new5,419$206K0.2%2026-Q1
Mariner, LLC new5,330$202K0.2%2026-Q1
HARBOUR INVESTMENTS, INC.4,377$166K0.1%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. added4,126$156K0.1%2026-Q1
Steward Partners Investment Advisory, LLC added2,574$98K0.1%2026-Q1
Farther Finance Advisors, LLC2,258$88K0.1%2026-Q1
Keating Financial Advisory Services, Inc. added2,141$81K0.1%2026-Q1
Western Wealth Management, LLC new1,497$57K0.0%2026-Q1
CoreCap Advisors, LLC trimmed1,442$55K0.0%2026-Q1
PRIVATE TRUST CO NA1,288$49K0.0%2026-Q1
FIFTH THIRD BANCORP new1,243$47K0.0%2026-Q1
MOTCO1,000$38K0.0%2026-Q1
Larson Financial Group LLC added826$31K0.0%2026-Q1
RHL GROUP, LLC new575$22K0.0%2026-Q1
Wealth Preservation Advisors, LLC518$20K0.0%2026-Q1
NATIONAL BANK OF CANADA /FI/500$19K0.0%2026-Q1
Colonial Trust Advisors378$14K0.0%2026-Q1
Advisory Services Network, LLC350$13K0.0%2026-Q1
US BANCORP \DE\289$11K0.0%2026-Q1
GoalVest Advisory LLC243$9K0.0%2026-Q1
Rockefeller Capital Management L.P.235$9K0.0%2026-Q1
Stone House Investment Management, LLC144$5K0.0%2026-Q1
DUNCKER STREETT & CO INC100$4K0.0%2026-Q1
HIGHLINE WEALTH PARTNERS LLC new75$3K0.0%2026-Q1
Truvestments Capital LLC23$8720.0%2026-Q1
VSM Wealth Advisory, LLC18$6830.0%2026-Q1
READYSTATE ASSET MANAGEMENT LP added55,954$2M1.7%2025-Q4 stale
Cornerstone Advisors, LLC trimmed38,662$1M1.2%2025-Q4 stale
Consolidated Portfolio Review Corp trimmed19,398$685K0.6%2025-Q3 stale
L.M. KOHN & COMPANY added13,257$403K0.3%2025-Q2 stale
Capital Market Strategies LLC trimmed10,526$320K0.3%2025-Q2 stale
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. added8,098$298K0.2%2025-Q4 stale
J.W. COLE ADVISORS, INC. added8,020$295K0.2%2025-Q4 stale
Strategic Blueprint, LLC trimmed10,150$284K0.2%2025-Q1 stale
BALYASNY ASSET MANAGEMENT L.P. trimmed7,741$273K0.2%2025-Q3 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP new8,982$251K0.2%2025-Q1 stale
Atria Wealth Solutions, Inc. added7,954$242K0.2%2025-Q2 stale
Virtu Financial LLC new8,299$232K0.2%2025-Q1 stale
Sheaff Brock Investment Advisors, LLC added8,078$226K0.2%2025-Q1 stale
Whitcomb & Hess, Inc. trimmed7,775$218K0.2%2025-Q1 stale
XTX Topco Ltd new5,722$211K0.2%2025-Q4 stale
NewEdge Advisors, LLC trimmed2,681$99K0.1%2025-Q4 stale
Corient Private Wealth LLC new12,437$63K0.1%2025-Q4 stale
Wilmington Savings Fund Society, FSB1,825$55K0.0%2025-Q2 stale
COMERICA BANK added1,243$46K0.0%2025-Q4 stale
IFP Advisors, Inc trimmed654$24K0.0%2025-Q4 stale
Spire Wealth Management500$15K0.0%2025-Q2 stale
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA new154$4K0.0%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