| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $230.3M | 21.3M | ▼−0.1% Reduced · −12K sh | Q1 2026 | |
| 2 | FAIRFAX FINANCIAL HOLDINGS LTD/ CAN | $144.3M | 13.3M | —Held | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $114.4M | 10.6M | ▲New +10.6M sh | Q1 2026 | |
| 4 | STATE STREET CORP | $64.3M | 5.9M | ▼−1.8% Reduced · −105K sh | Q1 2026 | |
| 5 | FIL Ltd | $59.9M | 5.5M | ▲New +5.5M sh | Q1 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $51.3M | 4.7M | ▲New +4.7M sh | Q1 2026 | |
| 7 | DIMENSIONAL FUND ADVISORS LP | $45.8M | 4.2M | ▼−10% Reduced · −496K sh | Q1 2026 | |
| 8 | Alberta Investment Management Corp | $42.7M | 3.9M | ▼−3.8% Reduced · −157K sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $34.5M | 3.2M | ▲+1.9% Added · +58K sh | Q1 2026 | |
| 10 | SUMITOMO MITSUI FINANCIAL GROUP, INC. | $29.9M | 2.8M | —Held | Q1 2026 | |
| 11 | First Trust Capital Management L.P. | $25.3M | 2.3M | ▲New +2.3M sh | Q1 2026 | |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $21.8M | 2.0M | ▼−1.7% Reduced · −36K sh | Q1 2026 | |
| 13 | GOLDMAN SACHS GROUP INC | $16.2M | 1.5M | ▲+19% Added · +235K sh | Q1 2026 | |
| 14 | NORTHERN TRUST CORP | $15.7M | 1.4M | ▲+5.5% Added · +75K sh | Q1 2026 | |
| 15 | MORGAN STANLEY | $15.5M | 1.4M | ▼−15% Reduced · −263K sh | Q1 2026 | |
| 16 | Sagefield Capital LP | $13.7M | 1.3M | ▲13× Added · +1.2M sh | Q1 2026 | |
| 17 | EVERGREEN CAPITAL MANAGEMENT LLC | $12.6M | 1.2M | ▼−1.7% Reduced · −20K sh | Q1 2026 | |
| 18 | MILLENNIUM MANAGEMENT LLC | $9.5M | 880K | ▲25× Added · +845K sh | Q1 2026 | |
| 19 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $9.2M | 852K | ▲+3.4% Added · +28K sh | Q1 2026 | |
| 20 | Bank of New York Mellon Corp | $9.1M | 842K | ▼−1.7% Reduced · −14K sh | Q1 2026 | |
| 21 | WATER ISLAND CAPITAL LLC | $8.9M | 826K | ▲New +826K sh | Q1 2026 | |
| 22 | BALYASNY ASSET MANAGEMENT L.P. | $8.4M | 774K | ▲New +774K sh | Q1 2026 | |
| 23 | VANGUARD FIDUCIARY TRUST CO | $8.3M | 767K | ▲New +767K sh | Q1 2026 | |
| 24 | AQR Arbitrage LLC | $7.8M | 723K | ▲New +723K sh | Q1 2026 | |
| 25 | Legal & General Group Plc | $7.0M | 649K | ▼−9.9% Reduced · −71K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 67 funds | $36.7B |
| MICROSOFT CORPMSFT | 67 funds | $31.6B |
| AMAZON.COM INCAMZN | 67 funds | $23.4B |
| TESLA INCTSLA | 67 funds | $11.1B |
| BOSTON SCIENTIFIC CORPBSX | 67 funds | $1.6B |
| GENERAL MOTORS COGM | 67 funds | $1.2B |
| META PLATFORMS INC-CLASS AMETA | 66 funds | $14.0B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 66 funds | $7.2B |
| MICRON TECHNOLOGY INCMU | 66 funds | $6.2B |
| NETFLIX INCNFLX | 66 funds | $4.9B |
| BANK OF AMERICA CORPBAC | 66 funds | $3.4B |
| ORACLE CORPORCL | 66 funds | $3.2B |
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 |
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.