127 tracked 13F filers disclose a position in KW as of the latest SEC 13F filings, a combined $819.7M 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $230.3M | 21.3M | ▼−0.1% Reduced · −12K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $114.4M | 10.6M | →First observed position No prior filed position | Q1 2026 | |
| 3 | FIL Ltd | $59.9M | 5.5M | ▲New +5.5M sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $51.3M | 4.7M | →First observed position No prior filed position | Q1 2026 | |
| 5 | DIMENSIONAL FUND ADVISORS LP | $45.8M | 4.2M | ▼−10% Reduced · −496K sh | Q1 2026 | |
| 6 | SUMITOMO MITSUI FINANCIAL GROUP, INC. | $29.9M | 2.8M | —Held | Q1 2026 | |
| 7 | First Trust Capital Management L.P. | $25.3M | 2.3M | ▲New +2.3M sh | Q1 2026 | |
| 8 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $21.8M | 2.0M | ▼−1.7% Reduced · −36K sh | Q1 2026 | |
| 9 | GOLDMAN SACHS GROUP INC | $16.2M | 1.5M | ▲+19% Added · +235K sh | Q1 2026 | |
| 10 | NORTHERN TRUST CORP | $15.7M | 1.4M | ▲+5.5% Added · +75K sh | Q1 2026 | |
| 11 | MORGAN STANLEY | $15.5M | 1.4M | ▼−15% Reduced · −263K sh | Q1 2026 | |
| 12 | Sagefield Capital LP | $13.7M | 1.3M | ▲13× Added · +1.2M sh | Q1 2026 | |
| 13 | MILLENNIUM MANAGEMENT LLC | $9.5M | 880K | ▲25× Added · +845K sh | Q1 2026 | |
| 14 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $9.2M | 852K | ▲+3.4% Added · +28K sh | Q1 2026 | |
| 15 | Bank of New York Mellon Corp | $9.1M | 842K | ▼−1.7% Reduced · −14K sh | Q1 2026 | |
| 16 | BALYASNY ASSET MANAGEMENT L.P. | $8.4M | 774K | ▲New +774K sh | Q1 2026 | |
| 17 | VANGUARD FIDUCIARY TRUST CO | $8.3M | 767K | →First observed position No prior filed position | Q1 2026 | |
| 18 | AQR Arbitrage LLC | $7.8M | 723K | ▲New +723K sh | Q1 2026 | |
| 19 | Legal & General Group Plc | $7.0M | 649K | ▼−9.9% Reduced · −71K sh | Q1 2026 | |
| 20 | TIG Advisors, LLC | $6.7M | 621K | ▲New +621K sh | Q1 2026 | |
| 21 | JPMORGAN CHASE & CO | $6.4M | 584K | ▼−20% Reduced · −147K sh | Q1 2026 | |
| 22 | PRINCIPAL FINANCIAL GROUP INC | $6.3M | 583K | ▲+2.0% Added · +11K sh | Q1 2026 | |
| 23 | Rockefeller Capital Management L.P. | $6.2M | 577K | ▼−79% Reduced · −2.1M sh | Q1 2026 | |
| 24 | Nuveen, LLC | $4.9M | 450K | ▼−70% Reduced · −1.1M sh | Q1 2026 | |
| 25 | GABELLI FUNDS LLC | $4.8M | 441K | ▲+335% Added · +340K 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.
Last quarter, 13 funds opened a new position in KW and 21 added to an existing one, while 8 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 52 funds | $285.6B |
| META PLATFORMS INC-CLASS AMETA | 52 funds | $81.0B |
| BOSTON SCIENTIFIC CORPBSX | 52 funds | $10.4B |
| ELECTRONIC ARTS INCEA | 52 funds | $5.0B |
| APPLE INCAAPL | 51 funds | $215.9B |
| MICROSOFT CORPMSFT | 51 funds | $201.7B |
| AMAZON.COM INCAMZN | 51 funds | $147.6B |
| BROADCOM INCAVGO | 51 funds | $115.6B |
| ALPHABET INC-CL AGOOGL | 51 funds | $113.3B |
| ALPHABET INC-CL CGOOG | 51 funds | $95.6B |
| TESLA INCTSLA | 51 funds | $51.8B |
| NETFLIX INCNFLX | 51 funds | $35.0B |
Ranked by how many of KW's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 19, 2025 | MCMORROW WILLIAM J | CHAIRMAN AND CEO, Director | Buy (P) | 25K | $168K |
| May 15, 2025 | MCMORROW WILLIAM J | CHAIRMAN AND CEO, Director | Buy (P) | 200K | $1.3M |
| Mar 19, 2025 | ZAX STANLEY R | Director | Buy (P) | 41K | $351K |
| Mar 14, 2025 | Hendrickson Cathy | Director | Sell (S) | 30K | $259K |
| Nov 6, 2023 | MCMORROW WILLIAM J | CHAIRMAN AND CEO, Director | Buy (P) | 100K | $1.2M |
| Jun 16, 2023 | SECOND 1109 HOLDCO LTD. | Director, 10% Owner | Buy (P) | 200K | — |
| Nov 4, 2022 | Boucher Richard Aidan Hugh | Director | Sell (S) | 24K | $381K |
| Aug 26, 2022 | ZAX STANLEY R | Director | Buy (P) | 35K | $635K |
| Aug 24, 2022 | RICKS MARY | PRESIDENT, Director | Sell (S) | 62K | $1.2M |
| Aug 23, 2022 | RICKS MARY | PRESIDENT, Director | Sell (S) | 49K | $933K |
| Aug 22, 2022 | RICKS MARY | PRESIDENT, Director | Sell (S) | 62K | $1.2M |
| Mar 17, 2022 | Boucher Richard Aidan Hugh | Director | Buy (P) | 24K | $563K |
Connected entities for KW
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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/KW/capital-change-brief"
Use Arkolith's capital_change_brief for KW. 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 KW. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.