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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN trimmed | 404,253 | $15M | 12.5% | 2026-Q1 |
| MORGAN STANLEY trimmed | 311,540 | $12M | 9.6% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 306,516 | $12M | 9.5% | 2026-Q1 |
| Invesco Ltd. added | 211,531 | $8M | 6.5% | 2026-Q1 |
| LPL Financial LLC added | 195,321 | $7M | 6.0% | 2026-Q1 |
| Karpus Management, Inc. added | 186,368 | $7M | 5.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 166,575 | $6M | 5.1% | 2026-Q1 |
| Shaker Financial Services, LLC added | 100,908 | $4M | 3.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 93,975 | $4M | 2.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 78,064 | $3M | 2.4% | 2026-Q1 |
| PMG Family Office LLC added | 76,670 | $3M | 2.4% | 2026-Q1 |
| Thomas J. Herzfeld Advisors, Inc. added | 66,224 | $3M | 2.0% | 2026-Q1 |
| Advisory Advocates, LLC added | 47,309 | $2M | 1.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 44,919 | $2M | 1.4% | 2026-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC trimmed | 44,831 | $2M | 1.4% | 2026-Q1 |
| Aviance Capital Partners, LLC added | 44,424 | $2M | 1.4% | 2026-Q1 |
| Cetera Investment Advisers added | 37,806 | $1M | 1.2% | 2026-Q1 |
| UBS Group AG trimmed | 33,218 | $1M | 1.0% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 29,254 | $1M | 0.9% | 2026-Q1 |
| COHEN & STEERS, INC. trimmed | 30,000 | $1M | 0.9% | 2026-Q1 |
| Kingsview Wealth Management, LLC trimmed | 29,450 | $1M | 0.9% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 26,595 | $1M | 0.8% | 2026-Q1 |
| 1607 Capital Partners, LLC | 23,955 | $909K | 0.7% | 2026-Q1 |
| Advisors Asset Management, Inc. added | 23,503 | $891K | 0.7% | 2026-Q1 |
| World Investment Advisors added | 23,466 | $890K | 0.7% | 2026-Q1 |
| IHT Wealth Management, LLC trimmed | 22,183 | $841K | 0.7% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 21,761 | $825K | 0.7% | 2026-Q1 |
| LAUREL OAK WEALTH MANAGEMENT, LLC trimmed | 21,649 | $821K | 0.7% | 2026-Q1 |
| HUB Investment Partners, LLC | 19,000 | $721K | 0.6% | 2026-Q1 |
| David J Yvars Group added | 18,583 | $705K | 0.6% | 2026-Q1 |
| Alteri Wealth LLC | 18,010 | $683K | 0.6% | 2026-Q1 |
| Meridian Wealth Management, LLC added | 17,747 | $673K | 0.5% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 17,382 | $659K | 0.5% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 17,315 | $657K | 0.5% | 2026-Q1 |
| Smith Asset Management Co., LLC | 16,070 | $610K | 0.5% | 2026-Q1 |
| LVZ, Inc. | 13,890 | $527K | 0.4% | 2026-Q1 |
| &PARTNERS added | 13,232 | $502K | 0.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 13,082 | $496K | 0.4% | 2026-Q1 |
| Parallel Advisors, LLC added | 12,905 | $490K | 0.4% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 11,796 | $447K | 0.4% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 10,951 | $415K | 0.3% | 2026-Q1 |
| Compass Planning Associates Inc | 10,190 | $387K | 0.3% | 2026-Q1 |
| NorthRock Partners, LLC new | 10,095 | $383K | 0.3% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 9,396 | $356K | 0.3% | 2026-Q1 |
| Allworth Financial LP added | 8,738 | $331K | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 8,736 | $331K | 0.3% | 2026-Q1 |
| Concurrent Investment Advisors, LLC trimmed | 8,437 | $320K | 0.3% | 2026-Q1 |
| SteelPeak Wealth, LLC added | 8,255 | $313K | 0.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 7,606 | $297K | 0.2% | 2026-Q1 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 7,247 | $275K | 0.2% | 2026-Q1 |
| NBC SECURITIES, INC. added | 6,654 | $252K | 0.2% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC new | 4,420 | $210K | 0.2% | 2026-Q1 |
| CHOREO, LLC new | 5,419 | $206K | 0.2% | 2026-Q1 |
| Mariner, LLC new | 5,330 | $202K | 0.2% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. | 4,377 | $166K | 0.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 4,126 | $156K | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 2,574 | $98K | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC | 2,258 | $88K | 0.1% | 2026-Q1 |
| Keating Financial Advisory Services, Inc. added | 2,141 | $81K | 0.1% | 2026-Q1 |
| Western Wealth Management, LLC new | 1,497 | $57K | 0.0% | 2026-Q1 |
| CoreCap Advisors, LLC trimmed | 1,442 | $55K | 0.0% | 2026-Q1 |
| PRIVATE TRUST CO NA | 1,288 | $49K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 1,243 | $47K | 0.0% | 2026-Q1 |
| MOTCO | 1,000 | $38K | 0.0% | 2026-Q1 |
| Larson Financial Group LLC added | 826 | $31K | 0.0% | 2026-Q1 |
| RHL GROUP, LLC new | 575 | $22K | 0.0% | 2026-Q1 |
| Wealth Preservation Advisors, LLC | 518 | $20K | 0.0% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ | 500 | $19K | 0.0% | 2026-Q1 |
| Colonial Trust Advisors | 378 | $14K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC | 350 | $13K | 0.0% | 2026-Q1 |
| US BANCORP \DE\ | 289 | $11K | 0.0% | 2026-Q1 |
| GoalVest Advisory LLC | 243 | $9K | 0.0% | 2026-Q1 |
| Rockefeller Capital Management L.P. | 235 | $9K | 0.0% | 2026-Q1 |
| Stone House Investment Management, LLC | 144 | $5K | 0.0% | 2026-Q1 |
| DUNCKER STREETT & CO INC | 100 | $4K | 0.0% | 2026-Q1 |
| HIGHLINE WEALTH PARTNERS LLC new | 75 | $3K | 0.0% | 2026-Q1 |
| Truvestments Capital LLC | 23 | $872 | 0.0% | 2026-Q1 |
| VSM Wealth Advisory, LLC | 18 | $683 | 0.0% | 2026-Q1 |
| READYSTATE ASSET MANAGEMENT LP added | 55,954 | $2M | 1.7% | 2025-Q4 stale |
| Cornerstone Advisors, LLC trimmed | 38,662 | $1M | 1.2% | 2025-Q4 stale |
| Consolidated Portfolio Review Corp trimmed | 19,398 | $685K | 0.6% | 2025-Q3 stale |
| L.M. KOHN & COMPANY added | 13,257 | $403K | 0.3% | 2025-Q2 stale |
| Capital Market Strategies LLC trimmed | 10,526 | $320K | 0.3% | 2025-Q2 stale |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. added | 8,098 | $298K | 0.2% | 2025-Q4 stale |
| J.W. COLE ADVISORS, INC. added | 8,020 | $295K | 0.2% | 2025-Q4 stale |
| Strategic Blueprint, LLC trimmed | 10,150 | $284K | 0.2% | 2025-Q1 stale |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 7,741 | $273K | 0.2% | 2025-Q3 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 8,982 | $251K | 0.2% | 2025-Q1 stale |
| Atria Wealth Solutions, Inc. added | 7,954 | $242K | 0.2% | 2025-Q2 stale |
| Virtu Financial LLC new | 8,299 | $232K | 0.2% | 2025-Q1 stale |
| Sheaff Brock Investment Advisors, LLC added | 8,078 | $226K | 0.2% | 2025-Q1 stale |
| Whitcomb & Hess, Inc. trimmed | 7,775 | $218K | 0.2% | 2025-Q1 stale |
| XTX Topco Ltd new | 5,722 | $211K | 0.2% | 2025-Q4 stale |
| NewEdge Advisors, LLC trimmed | 2,681 | $99K | 0.1% | 2025-Q4 stale |
| Corient Private Wealth LLC new | 12,437 | $63K | 0.1% | 2025-Q4 stale |
| Wilmington Savings Fund Society, FSB | 1,825 | $55K | 0.0% | 2025-Q2 stale |
| COMERICA BANK added | 1,243 | $46K | 0.0% | 2025-Q4 stale |
| IFP Advisors, Inc trimmed | 654 | $24K | 0.0% | 2025-Q4 stale |
| Spire Wealth Management | 500 | $15K | 0.0% | 2025-Q2 stale |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA new | 154 | $4K | 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.