| 4 | MORGAN STANLEY | 1.4M | $146.5M | +21.2% | 0.397% | 0.01% |
| 5 | AMERICAN CENTURY COMPANIES INC | 1.2M | $121.4M | +11.2% | 0.329% | 0.05% |
| 6 | BANK OF AMERICA CORP /DE/ | 1.0M | $105.7M | -5.7% | 0.287% | 0.01% |
| 7 | NORTHERN TRUST CORP | 860K | $90.3M | -4.0% | 0.245% | 0.01% |
| 8 | CIBC Bancorp USA Inc. | 649K | $68.1M | — | 0.185% | 0.08% |
| 9 | BNP Paribas Asset Management Holding S.A. | 622K | $65.3M | +18.0% | 0.177% | 0.07% |
| 10 | TODD ASSET MANAGEMENT LLC | 551K | $57.9M | -1.1% | 0.157% | 1.03% |
| 11 | Clark Capital Management Group, Inc. | 488K | $51.3M | +39.7% | 0.139% | 0.28% |
| 12 | Connor, Clark & Lunn Investment Management Ltd. | 386K | $40.5M | -6.3% | 0.110% | 0.08% |
| 13 | WCM INVESTMENT MANAGEMENT, LLC | 396K | $40.1M | +57.7% | 0.113% | 0.07% |
| 14 | MARSHALL WACE, LLP | 363K | $38.1M | +210.1% | 0.103% | 0.03% |
| 15 | ROYAL BANK OF CANADA | 326K | $34.2M | -4.9% | 0.093% | 0.01% |
| 16 | GOLDMAN SACHS GROUP INC | 312K | $32.8M | +44.6% | 0.089% | 0.00% |
| 17 | Creative Planning | 299K | $31.4M | +62.4% | 0.085% | 0.02% |
| 18 | ENVESTNET ASSET MANAGEMENT INC | 286K | $30.1M | +20.0% | 0.082% | 0.00% |
| 19 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 259K | $27.1M | -35.3% | 0.074% | 0.01% |
| 20 | VANGUARD CAPITAL MANAGEMENT LLC | 252K | $26.4M | -13.8% | 0.072% | 0.00% |
| 21 | Ramirez Asset Management, Inc. | 248K | $26.1M | +5.0% | 0.071% | 2.72% |
| 22 | Quantinno Capital Management LP | 222K | $23.3M | +117.6% | 0.063% | 0.03% |
| 23 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 201K | $21.1M | -19.8% | 0.057% | 0.03% |
| 24 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 171K | $17.9M | +9.2% | 0.049% | 0.08% |
| 25 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 163K | $17.1M | 0.0% | 0.046% | 0.11% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in KB — a direct measure of their conviction.
| 5.86% |
| +0.14 pp |
| $1.01B |
| 1.6% |
| Q4 2024 | 227 | +1.3% | 5.72% | 3.23 pp | $1.02B | 47% |
| Q3 2024 | 224 | — | 8.95% | — | $1.94B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
55 institutions opened new positions in KB during Q2 2026, while 28 fully exited. 256 added to existing positions and 44 trimmed.
KB institutional ownership rose by 0.63 percentage points quarter-over-quarter, with a net change of +27 holders.
The top 10 institutions account for 56.4% of all reported 13F value in KB, and the top 25 account for 75.8%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.