Among active 13F managers last quarter, 4 opened and 9 added, while 4 reduced; the largest holder to move was Greenhaven Road Investment Management, L.P. (−1.7%). Over the last 180 days, 2 insiders sold and 3 insiders bought, a net -$973K in open-market trades.
The legs disagree, or only one of them leans.
77 tracked 13F filers disclose a position in KWY as of the latest SEC 13F filings, a combined $123.8M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Stilwell Value LLC | 3.4M | $35.0M | —Held | Q2 2026 | |
| 2 | Greenhaven Road Investment Management, L.P. | 1.9M | $19.3M | ▼−1.7% Reduced · −33K sh | Q1 2026 | |
| 3 | Capricorn Fund Managers Ltd | 1.4M | $14.7M | ▼−21% Reduced · −374K sh | Q2 2026 | |
| 4 | BlackRock, Inc. | 1.1M | $11.9M | ▼−2.8% Reduced · −33K sh | Q1 2026 | |
| 5 | Vanguard Capital Management LLC | 734K | $7.7M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 6 | Geode Capital Management, LLC | 516K | $5.4M | ▲+7.8% Added · +37K sh | Q2 2026 | |
| 7 | Belpointe Asset Management LLC | 361K | $3.8M | ▲+1.1% Added · +4K sh | Q1 2026 | |
| 8 | Renaissance Technologies LLC | 320K | $3.3M | ▲+22% Added · +58K sh | Q1 2026 | |
| 9 | State Street Corp | 298K | $3.1M | ▼−1.9% Reduced · −6K sh | Q2 2026 | |
| 10 | Bard Associates Inc | 279K | $2.9M | ▲+0.5% Added · +1K sh | Q2 2026 | |
| 11 | Northern Trust Corp | 168K | $1.7M | ▲+44% Added · +51K sh | Q1 2026 | |
| 12 | Vanguard Fiduciary Trust Co | 139K | $1.5M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 13 | Waverly Advisors, LLC | 125K | $1.3M | ▲New +125K sh | Q1 2026 | |
| 14 | Goldman Sachs Group Inc | 125K | $1.3M | ▲+158% Added · +76K sh | Q1 2026 | |
| 15 | Vanguard Portfolio Management LLC | 125K | $1.3M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 16 | Citadel Advisors LLC | 115K | $1.2M | ▲+95% Added · +56K sh | Q2 2026 | |
| 17 | United Capital Financial Advisors, LLC | 83K | $863K | ▲New +83K sh | Q2 2026 | |
| 18 | Squarepoint Ops LLC | 74K | $769K | ▲+63% Added · +29K sh | Q1 2026 | |
| 19 | Steward Partners Investment Advisory, LLC | 73K | $756K | ▲+6.4% Added · +4K sh | Q2 2026 | |
| 20 | Stifel Financial Corp | 66K | $688K | ▼−16% Reduced · −12K sh | Q1 2026 | |
| 21 | Charles Schwab Investment Management Inc | 53K | $552K | ▼−8.7% Reduced · −5K sh | Q1 2026 | |
| 22 | Bank Of America Corp | 47K | $486K | ▲+6.7% Added · +3K sh | Q1 2026 | |
| 23 | Bank of New York Mellon Corp | 42K | $438K | ▼−4.7% Reduced · −2K sh | Q1 2026 | |
| 24 | Morgan Stanley | 40K | $417K | ▼−23% Reduced · −12K sh | Q1 2026 | |
| 25 | Bridgeway Capital Management, LLC | 31K | $324K | —Held | 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, 4 funds opened a new position in KWY and 9 added to an existing one, while 4 reduced. 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 | Their position there |
|---|---|---|
| Alphabet Inc-CL AGOOGL | 24 funds | $53.7B |
| Visa Inc-Class A SharesV | 24 funds | $27.0B |
| Berkshire Hathaway Inc-CL BBRK/B | 24 funds | $15.8B |
| Coca-Cola CoKO | 24 funds | $8.8B |
| Ross Stores IncROST | 24 funds | $3.1B |
| Nvidia CorpNVDA | 23 funds | $155.2B |
| Apple IncAAPL | 23 funds | $120.1B |
| Microsoft CorpMSFT | 23 funds | $106.5B |
| Amazon.com IncAMZN | 23 funds | $71.4B |
| Broadcom IncAVGO | 23 funds | $62.5B |
| Alphabet Inc-CL CGOOG | 23 funds | $53.5B |
| Meta Platforms Inc-Class AMETA | 23 funds | $44.3B |
Ranked by how many of KWY's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in KWY.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 31, 2026 | Hansen Kent A | CFO & EVP | Buy (P) | 149 | $2K |
| Aug 31, 2026 | Fitzgerald John Taylor Maloney | President and CEO, Director | Buy (P) | 239 | $2K |
| Aug 20, 2026 | Horowitz Joshua | Director | Buy (P) | 769 | $8K |
| Aug 19, 2026 | Horowitz Joshua | Director | Buy (P) | 7K | $69K |
| Aug 18, 2026 | Horowitz Joshua | Director | Buy (P) | 1K | $13K |
| Aug 17, 2026 | Fitzgerald John Taylor Maloney | President and CEO, Director | Buy (P) | 254 | $3K |
| Aug 17, 2026 | Hansen Kent A | CFO & EVP | Buy (P) | 158 | $2K |
| Aug 13, 2026 | Stilwell Joseph | Director, 10% Owner | Sell (S) 3 lots, same day | 100K | $1.0M |
| Jul 30, 2026 | Fitzgerald John Taylor Maloney | President and CEO, Director | Buy (P) | 278 | $2K |
| Jul 30, 2026 | Hansen Kent A | CFO & EVP | Buy (P) | 174 | $2K |
| Jul 15, 2026 | Hansen Kent A | CFO & EVP | Buy (P) | 161 | $2K |
| Jul 15, 2026 | Fitzgerald John Taylor Maloney | President and CEO, Director | Buy (P) | 256 | $2K |
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.
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.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 23 | 22 | – |
Insiders Form 4 open-market | 3 | 2 | -$973K |
US House STOCK Act trades | 0 | 0 | $0 |
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.
Connected entities for KWY
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/KWY/capital-change-brief"
Use Arkolith's capital_change_brief for KWY. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for KWY. Filings are public domain, sourced to SEC EDGAR.