67 tracked 13F filers disclose a position in KWY as of the latest SEC 13F filings, a combined $69.2M 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 | Greenhaven Road Investment Management, L.P. | $19.3M | 1.9M | ▼−1.7% Reduced · −33K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $11.9M | 1.1M | ▼−2.8% Reduced · −33K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $7.7M | 734K | →First observed position No prior filed position | Q1 2026 | |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | $5.0M | 478K | ▲+1.7% Added · +8K sh | Q1 2026 | |
| 5 | Belpointe Asset Management LLC | $3.8M | 361K | ▲+1.1% Added · +4K sh | Q1 2026 | |
| 6 | RENAISSANCE TECHNOLOGIES LLC | $3.3M | 320K | ▲+22% Added · +58K sh | Q1 2026 | |
| 7 | STATE STREET CORP | $3.2M | 304K | ▲+6.1% Added · +17K sh | Q1 2026 | |
| 8 | NORTHERN TRUST CORP | $1.7M | 168K | ▲+44% Added · +51K sh | Q1 2026 | |
| 9 | VANGUARD FIDUCIARY TRUST CO | $1.5M | 139K | →First observed position No prior filed position | Q1 2026 | |
| 10 | Waverly Advisors, LLC | $1.3M | 125K | ▲New +125K sh | Q1 2026 | |
| 11 | GOLDMAN SACHS GROUP INC | $1.3M | 125K | ▲+158% Added · +76K sh | Q1 2026 | |
| 12 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.3M | 125K | →First observed position No prior filed position | Q1 2026 | |
| 13 | Squarepoint Ops LLC | $769K | 74K | ▲+63% Added · +29K sh | Q1 2026 | |
| 14 | Steward Partners Investment Advisory, LLC | $711K | 68K | ▲+41% Added · +20K sh | Q1 2026 | |
| 15 | STIFEL FINANCIAL CORP | $688K | 66K | ▼−16% Reduced · −12K sh | Q1 2026 | |
| 16 | CITADEL ADVISORS LLC | $613K | 59K | ▼−9.4% Reduced · −6K sh | Q1 2026 | |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $552K | 53K | ▼−8.7% Reduced · −5K sh | Q1 2026 | |
| 18 | BANK OF AMERICA CORP /DE/ | $486K | 47K | ▲+6.7% Added · +3K sh | Q1 2026 | |
| 19 | Bank of New York Mellon Corp | $438K | 42K | ▼−4.7% Reduced · −2K sh | Q1 2026 | |
| 20 | MORGAN STANLEY | $417K | 40K | ▼−23% Reduced · −12K sh | Q1 2026 | |
| 21 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $324K | 31K | —Held | Q1 2026 | |
| 22 | Nuveen, LLC | $250K | 24K | —Held | Q1 2026 | |
| 23 | RHUMBLINE ADVISERS | $249K | 24K | ▼−0.8% Reduced · −183 sh | Q1 2026 | |
| 24 | JANE STREET GROUP, LLC | $230K | 22K | ▼−29% Reduced · −9K sh | Q1 2026 | |
| 25 | DEUTSCHE BANK AG\ | $226K | 22K | ▲+23% Added · +4K 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, 2 funds opened a new position in KWY and 6 added to an existing one, while 3 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 | 19 funds | $11.5B |
| APPLE INCAAPL | 19 funds | $9.7B |
| MICROSOFT CORPMSFT | 19 funds | $6.9B |
| AMAZON.COM INCAMZN | 19 funds | $6.0B |
| ALPHABET INC-CL AGOOGL | 19 funds | $4.8B |
| BROADCOM INCAVGO | 19 funds | $4.2B |
| META PLATFORMS INC-CLASS AMETA | 19 funds | $3.6B |
| ALPHABET INC-CL CGOOG | 19 funds | $3.6B |
| JPMORGAN CHASE & COJPM | 19 funds | $3.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 19 funds | $2.6B |
| TESLA INCTSLA | 19 funds | $2.4B |
| JOHNSON & JOHNSONJNJ | 19 funds | $2.0B |
Ranked by how many of KWY's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 15, 2026 | Fitzgerald John Taylor Maloney | President and CEO, Director | Buy (P) | 256 | $2K |
| Jul 15, 2026 | Hansen Kent A | CFO & EVP | Buy (P) | 161 | $2K |
| Jun 30, 2026 | Fitzgerald John Taylor Maloney | President and CEO, Director | Buy (P) | 239 | $2K |
| Jun 30, 2026 | Hansen Kent A | CFO & EVP | Buy (P) | 149 | $2K |
| Jun 15, 2026 | Hansen Kent A | CFO & EVP | Buy (P) | 150 | $2K |
| Jun 15, 2026 | Fitzgerald John Taylor Maloney | President and CEO, Director | Buy (P) | 240 | $3K |
| May 29, 2026 | Hansen Kent A | CFO & EVP | Buy (P) | 156 | $2K |
| May 29, 2026 | Horowitz Joshua | Director | Buy (P) | 4K | $38K |
| May 29, 2026 | Fitzgerald John Taylor Maloney | President and CEO, Director | Buy (P) | 250 | $3K |
| May 28, 2026 | Horowitz Joshua | Director | Buy (P) | 700 | $7K |
| May 21, 2026 | Fitzgerald John Taylor Maloney | President and CEO, Director | Sell (S) | 5K | $51K |
| May 20, 2026 | Fitzgerald John Taylor Maloney | President and CEO, Director | Sell (S) | 5K | $52K |
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 + end-of-day price history + the live filing stream, joined for KWY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.