| 0.02% |
| 4 | GOLDMAN SACHS GROUP INC | 2.7M | $361.1M | -6.1% | 4.965% | 0.03% |
| 5 | MORGAN STANLEY | 2.4M | $330.8M | -8.9% | 4.547% | 0.02% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 2.4M | $328.5M | +0.3% | 4.515% | 0.01% |
| 7 | STATE STREET CORP | 1.6M | $224.1M | +0.6% | 3.081% | 0.00% |
| 8 | FIRST TRUST ADVISORS LP | 1.6M | $220.1M | +15.3% | 3.026% | 0.13% |
| 9 | KING LUTHER CAPITAL MANAGEMENT CORP | 1.5M | $198.2M | -6.6% | 2.725% | 0.81% |
| 10 | Neuberger Berman Group LLC | 1.3M | $171.6M | -27.3% | 2.359% | 0.06% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 1.2M | $161.9M | +16.5% | 2.225% | 0.01% |
| 12 | WELLINGTON MANAGEMENT GROUP LLP | 1.2M | $156.4M | -27.0% | 2.150% | 0.03% |
| 13 | AMERICAN CENTURY COMPANIES INC | 936K | $127.3M | +0.8% | 1.750% | 0.06% |
| 14 | FMR LLC | 918K | $124.8M | +15.5% | 1.715% | 0.01% |
| 15 | AQR CAPITAL MANAGEMENT LLC | 884K | $120.2M | +65.4% | 1.652% | 0.04% |
| 16 | JENNISON ASSOCIATES LLC | 865K | $117.6M | +14.1% | 1.617% | 0.07% |
| 17 | ALLIANCEBERNSTEIN L.P. | 882K | $117.2M | -21.0% | 1.648% | 0.04% |
| 18 | CONGRESS ASSET MANAGEMENT CO | 704K | $95.7M | +12.5% | 1.315% | 0.59% |
| 19 | NORGES BANK | 684K | $93.0M | — | 1.278% | 0.01% |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 677K | $92.1M | -2.9% | 1.266% | 0.01% |
| 21 | D. E. Shaw & Co., Inc. | 672K | $91.3M | +298.6% | 1.256% | 0.04% |
| 22 | FRONTIER CAPITAL MANAGEMENT CO LLC | 667K | $90.6M | +3.5% | 1.246% | 0.84% |
| 23 | Invesco Ltd. | 574K | $78.0M | +431.8% | 1.073% | 0.01% |
| 24 | AMERIPRISE FINANCIAL INC | 540K | $73.4M | -26.2% | 1.009% | 0.01% |
| 25 | JPMORGAN CHASE & CO | 526K | $72.6M | +166.3% | 0.983% | 0.00% |
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 KEX — a direct measure of their conviction.
| 103.53% |
| 1.15 pp |
| $5.39B |
| 5.9% |
| Q4 2024 | 422 | +5.8% | 104.68% | +2.12 pp | $5.73B | 11% |
| Q3 2024 | 399 | — | 102.56% | — | $6.46B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
74 institutions opened new positions in KEX during Q2 2026, while 44 fully exited. 252 added to existing positions and 129 trimmed.
KEX institutional ownership fell by 0.22 percentage points quarter-over-quarter, with a net change of +32 holders.
The top 10 institutions account for 46.8% of all reported 13F value in KEX, and the top 25 account for 69.6%.
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.
Kirby Corporation (KEX) Institutional Ownership