266 tracked 13F filers disclose a position in KWR as of the latest SEC 13F filings, a combined $1.8B 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. | $251.5M | 2.0M | ▲+0.2% Added · +5K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $115.5M | 929K | →First observed position No prior filed position | Q1 2026 | |
| 3 | DIMENSIONAL FUND ADVISORS LP | $93.3M | 751K | ▲+5.4% Added · +38K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $77.5M | 624K | →First observed position No prior filed position | Q1 2026 | |
| 5 | MORGAN STANLEY | $76.3M | 614K | ▼−11% Reduced · −74K sh | Q1 2026 | |
| 6 | STATE STREET CORP | $90.7M | 571K | ▲+5.3% Added · +29K sh | Q2 2026 | |
| 7 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $66.8M | 421K | ▲+8.3% Added · +32K sh | Q2 2026 | |
| 8 | JPMORGAN CHASE & CO | $45.2M | 363K | ▼−31% Reduced · −160K sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $56.4M | 355K | ▲+5.5% Added · +19K sh | Q2 2026 | |
| 10 | VICTORY CAPITAL MANAGEMENT INC | $39.2M | 316K | ▼−2.9% Reduced · −10K sh | Q1 2026 | |
| 11 | Allspring Global Investments Holdings, LLC | $50.1M | 310K | ▼−4.8% Reduced · −16K sh | Q2 2026 | |
| 12 | DEPRINCE RACE & ZOLLO INC | $41.4M | 260K | ▼−4.9% Reduced · −13K sh | Q2 2026 | |
| 13 | Copeland Capital Management, LLC | $41.0M | 258K | ▼−2.6% Reduced · −7K sh | Q2 2026 | |
| 14 | BANK OF AMERICA CORP /DE/ | $27.8M | 224K | ▲+25% Added · +45K sh | Q1 2026 | |
| 15 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $27.5M | 221K | ▼−5.0% Reduced · −12K sh | Q1 2026 | |
| 16 | Global Alpha Capital Management Ltd. | $34.3M | 216K | ▲+27% Added · +46K sh | Q2 2026 | |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $26.2M | 211K | ▲+2.3% Added · +5K sh | Q1 2026 | |
| 18 | Janus Henderson Group Ltd. | $24.8M | 199K | ▲+1.7% Added · +3K sh | Q1 2026 | |
| 19 | NORTHERN TRUST CORP | $24.3M | 196K | ▼−1.0% Reduced · −2K sh | Q1 2026 | |
| 20 | SCHRODER INVESTMENT MANAGEMENT GROUP | $23.4M | 188K | ▲New +188K sh | Q1 2026 | |
| 21 | HEARTLAND ADVISORS INC | $26.3M | 165K | ▲+27% Added · +35K sh | Q2 2026 | |
| 22 | RAYMOND JAMES FINANCIAL INC | $20.5M | 165K | ▼−24% Reduced · −52K sh | Q1 2026 | |
| 23 | First Eagle Investment Management, LLC | $25.9M | 163K | —Held | Q3 2026 | |
| 24 | KENNEDY CAPITAL MANAGEMENT LLC | $19.6M | 158K | ▲+35% Added · +41K sh | Q1 2026 | |
| 25 | MetLife Investment Management, LLC | $18.6M | 149K | ▲+7.3% Added · +10K 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, 7 funds opened a new position in KWR and 26 added to an existing one, while 21 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 |
|---|---|---|
| JPMORGAN CHASE & COJPM | 132 funds | $53.6B |
| MICROSOFT CORPMSFT | 131 funds | $231.6B |
| AMAZON.COM INCAMZN | 131 funds | $168.6B |
| ALPHABET INC-CL AGOOGL | 130 funds | $138.5B |
| NVIDIA CORPNVDA | 129 funds | $336.6B |
| APPLE INCAAPL | 129 funds | $250.7B |
| BROADCOM INCAVGO | 129 funds | $131.2B |
| META PLATFORMS INC-CLASS AMETA | 128 funds | $98.3B |
| ELI LILLY & COLLY | 128 funds | $64.9B |
| COSTCO WHOLESALE CORPCOST | 127 funds | $29.8B |
| CHEVRON CORPCVX | 127 funds | $27.3B |
| MERCK & CO. INC.MRK | 127 funds | $22.9B |
Ranked by how many of KWR's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 4, 2026 | Osborne William H | Director | Sell (S) | 600 | $101K |
| May 26, 2026 | Bijlani Jeewat | EVP, Glob. Spec. & CGO | Sell (S) | 731 | $107K |
| May 9, 2025 | BERQUIST JOSEPH A | CEO and President, Director | Buy (P) | 482 | $50K |
| Feb 28, 2025 | Kutz Jeffrey | VP, Chief Accounting Officer | Sell (S) | 251 | $35K |
| Nov 25, 2024 | Slinkman David | SVP - Chief Technology Officer | Sell (S) | 2K | $285K |
| Nov 22, 2024 | Bijlani Jeewat | EVP, Chief Strategy Officer | Sell (S) | 645 | $107K |
| Aug 9, 2024 | Osborne William H | Director | Sell (S) | 672 | $106K |
| May 17, 2024 | Leneis Melissa | EVP, CHRO | Sell (S) | 400 | $78K |
| May 17, 2024 | Leneis Melissa | EVP, CHRO | Sell (S) | 2K | $311K |
| May 17, 2024 | Henry Charlotte C. | Director | Sell (S) | 737 | $141K |
| Dec 20, 2023 | Bijlani Jeewat | EVP, Chief Strategy Officer | Sell (S) | 192 | $42K |
| Dec 20, 2023 | Bijlani Jeewat | EVP, Chief Strategy Officer | Sell (S) | 2K | $406K |
Connected entities for KWR
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/KWR/capital-change-brief"
Use Arkolith's capital_change_brief for KWR. 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 KWR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.