KALU

Kaiser Aluminum Corp Cross-source read$157.20 0.77%
MaterialsCUSIP 483007704· EOD Sep 11, 2026

Among active 13F managers last quarter, 7 opened and 26 added, while 18 reduced; the largest holder to move was Barrow Hanley Mewhinney & Strauss LLC (−5.9%). Over the last 180 days, 6 insiders sold and none bought, a net -$13.0M in open-market trades.

Tracked 13F holders
281
144 in Q2 2026 filings
13F value (tracked)
$2.4B
Smart-money readMixed
Net sellingNet buying
Funds · active managers, latest 13F
33 adding · 18 trimming
Insiders · Form 4 open-market, 180d
0 buying · 6 selling · -$13.0M
US House · STOCK Act, 180d
0 buying · 0 selling

The legs disagree, or only one of them leans.

Price & smart-money activity

$157.20 0.77%5Y +31.4%
$38.76$80.28$121.80$163.32$204.8420212022202320242025202672321202832630102729329222272924352527192524243327443224136414240374441444279392815875042
Hover for who · click for detailEnd-of-day closing prices52w $73.93 – $195.63

Who owns KALU?

281 tracked 13F filers · ranked by shares held

281 tracked 13F filers disclose a position in KALU as of the latest SEC 13F filings, a combined $2.4B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1BlackRock, Inc.2.9M
$561.6M
+1.0%
Added · +28K sh
Q2 2026
2Vanguard Portfolio Management LLC1.4M
$276.5M
+8.0%
Added · +104K sh
Q2 2026
3State Street Corp1.3M
$257.7M
−1.1%
Reduced · −15K sh
Q2 2026
4Dimensional Fund Advisors LP818K
$98.6M
−1.6%
Reduced · −13K sh
Q1 2026
5Vanguard Capital Management LLC707K
$138.3M
+5.6%
Added · +37K sh
Q2 2026
6Barrow Hanley Mewhinney & Strauss LLC531K
$64.0M
−5.9%
Reduced · −34K sh
Q1 2026
7American Century Companies Inc479K
$57.7M
−19%
Reduced · −114K sh
Q1 2026
8Geode Capital Management, LLC472K
$92.3M
+17%
Added · +68K sh
Q2 2026
9Fisher Asset Management, LLC305K
$36.7M
+94%
Added · +147K sh
Q1 2026
10Charles Schwab Investment Management Inc281K
$33.8M
−3.1%
Reduced · −9K sh
Q1 2026
11Arrowstreet Capital, Limited Partnership248K
$29.9M
−8.6%
Reduced · −23K sh
Q1 2026
12Systematic Financial Management LP232K
$45.4M
−4.4%
Reduced · −11K sh
Q2 2026
13Bank of New York Mellon Corp197K
$23.7M
−0.8%
Reduced · −2K sh
Q1 2026
14Northern Trust Corp175K
$21.0M
+2.6%
Added · +4K sh
Q1 2026
15Morgan Stanley172K
$20.7M
−18%
Reduced · −38K sh
Q1 2026
16Bank Of America Corp171K
$20.7M
+0.9%
Added · +2K sh
Q1 2026
17Nuveen, LLC164K
$19.8M
+223%
Added · +113K sh
Q1 2026
18Westfield Capital Management Co LP163K
$32.0M
New
+163K sh
Q2 2026
19Goldman Sachs Group Inc154K
$18.6M
−14%
Reduced · −26K sh
Q1 2026
20First Eagle Investment Management, LLC138K
$27.1M
+25%
Added · +28K sh
Q2 2026
21Algert Global LLC126K
$24.6M
+50%
Added · +42K sh
Q2 2026
22Panagora Asset Management Inc125K
$24.4M
+125%
Added · +69K sh
Q2 2026
23Two Sigma Investments, LP121K
$14.5M
New
+121K sh
Q1 2026
24Vanguard Fiduciary Trust Co116K
$22.6M
+7.9%
Added · +8K sh
Q2 2026
25Principal Financial Group Inc102K
$12.2M
+32%
Added · +25K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is KALU being bought or sold by institutions?

Last quarter, 7 funds opened a new position in KALU and 26 added to an existing one, while 18 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
7
funds took a first position
Added
26
added to an existing position
Reduced
18
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own KALU also own

CompanyCo-held byTheir position there
Microsoft CorpMSFT151 funds$218.6B
Nvidia CorpNVDA147 funds$347.3B
Alphabet Inc-CL AGOOGL147 funds$154.1B
Broadcom IncAVGO147 funds$144.3B
Meta Platforms Inc-Class AMETA147 funds$94.5B
Amazon.com IncAMZN145 funds$169.9B
Apple IncAAPL142 funds$252.0B
Alphabet Inc-CL CGOOG142 funds$111.6B
JPMorgan Chase & CoJPM142 funds$51.2B
Eli Lilly & CoLLY141 funds$75.5B
Visa Inc-Class A SharesV141 funds$50.1B
Advanced Micro DevicesAMD139 funds$47.8B

Ranked by how many of KALU's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in KALU.

Insider activity (Form 4)

Full insider page →
Sells · 180d
$13.0M
6 insiders
Net · 180d
-$13.0M
7 open-market transactions
DateInsiderRoleActionSharesValue
Apr 29, 2026Grimley Richard P.DirectorSell (S)2K$261K
Apr 29, 2026Harvey KeithPresident & CEO, DirectorSell (S)3K$525K
Apr 28, 2026West Neal EEVP & CFOSell (S)5K$866K
Apr 27, 2026Wilcox BrettDirectorSell (S)15K$2.6M
Apr 27, 2026Gheorghe IulianSVP - Adv Eng & InnovationSell (S)175$30K
Apr 27, 2026Harvey KeithPresident & CEO, DirectorSell (S)47K$8.2M
Apr 27, 2026Donnan John MalcolmEVP, CAO and GCSell (S)3K$489K
Feb 23, 2026Donnan John MalcolmEVP, CAO and GCSell (S)18K$2.3M
Feb 23, 2026West Neal EEVP & CFOSell (S)5K$609K
Nov 7, 2025Tiffany BlainEVP - Sales & MarketingSell (S)9K$813K
Jul 29, 2024Harvey KeithPresident & CEO, DirectorBuy (P)
2 lots, same day
3K$200K
May 15, 2024Parkinson RaySVP - AE & InnovationSell (S)3K$327K

One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
5236
Insiders
Form 4 open-market
06-$13.0M
US House
STOCK Act trades
00$0
Sector rotation
KALU is in Materials, which smart money is rotating OUT OF
$8.5B

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

144 tracked filers in Q2 2026 filingsstill filing
0125250Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $604.2M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

15 most recent

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Connected entities for KALU

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Ask your agent what changed in KALU

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/KALU/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for KALU.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for KALU. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.