DaveManuel.com · Institutional Ownership · Who Owns It
KB FINL GROUP INC (KB)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
370
Reporting holders
$2.4B
Reported value
0.1%
Calls
0.0%
Puts
+30
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $262.7M | 2,503,247 | 0.00% | 8q | +13.4%+$31.1M |
| DIMENSIONAL FUND ADVISORS LP | $252.2M | 2,403,383 | 0.05% | 31q | -4.2%-$11.2M |
| LAZARD ASSET MANAGEMENT LLC | $157.3M | 1,498,937 | 0.24% | 46q | +2.8%+$4.3M |
| MORGAN STANLEY | $146.5M | 1,395,373 | 0.01% | 35q | +21.2%+$25.6M |
| AMERICAN CENTURY COMPANIES INC | $121.4M | 1,156,398 | 0.05% | 27q | +11.2%+$12.2M |
| BANK OF AMERICA CORP /DE/ | $105.7M | 1,007,491 | 0.01% | 31q | -5.7%-$6.4M |
| NORTHERN TRUST CORP | $90.3M | 860,141 | 0.01% | 31q | -4.0%-$3.8M |
| CIBC Bancorp USA Inc. | $68.1M | 648,666 | 0.08% | new | NEW |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $65.3M | 621,848 | 0.07% | 5q | +18.0%+$10.0M |
| TODD ASSET MANAGEMENT LLC | $57.9M | 551,201 | 1.03% | 22q | -1.1%-$653.5K |
| Clark Capital Management Group, Inc. | $51.3M | 488,438 | 0.28% | 2q | +39.7%+$14.6M |
| Connor, Clark & Lunn Investment Management Ltd. | $40.5M | 385,810 | 0.08% | 21q | -6.3%-$2.7M |
| WCM INVESTMENT MANAGEMENT, LLC | $40.1M | 396,115 | 0.07% | 2q | +57.7%+$14.7M |
| MARSHALL WACE, LLP | $38.1M | 363,470 | 0.03% | 16q | +210.1%+$25.8M |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | $36.4M | 347,200 | 0.25% | 21q | HELD |
| ROYAL BANK OF CANADA | $34.2M | 325,521 | 0.01% | 31q | -4.9%-$1.8M |
| GOLDMAN SACHS GROUP INC | $32.8M | 312,188 | 0.00% | 31q | +44.6%+$10.1M |
| Creative Planning | $31.4M | 298,911 | 0.02% | 16q | +62.4%+$12.1M |
| ENVESTNET ASSET MANAGEMENT INC | $30.1M | 286,393 | 0.01% | 31q | +20.0%+$5.0M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $27.1M | 258,551 | 0.01% | 31q | -35.3%-$14.8M |
| VANGUARD CAPITAL MANAGEMENT LLC | $26.4M | 251,922 | 0.00% | 2q | -13.8%-$4.2M |
| Ramirez Asset Management, Inc. | $26.1M | 248,305 | 2.72% | 12q | +5.0%+$1.2M |
| Quantinno Capital Management LP | $23.3M | 221,569 | 0.03% | 13q | +117.6%+$12.6M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $21.1M | 201,350 | 0.03% | 3q | -19.7%-$5.2M |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $17.9M | 170,789 | 0.08% | 31q | +9.2%+$1.5M |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $17.1M | 163,006 | 0.11% | 7q | HELD |
| Invesco Ltd. | $17.0M | 161,706 | 0.00% | 31q | +0.6%+$96.0K |
| UBS Group AG | $15.5M | 147,421 | 0.00% | 31q | -2.7%-$427.2K |
| Trinity Street Asset Management LLP | $15.4M | 146,667 | 0.79% | 31q | +141.4%+$9.0M |
| ADVISORY RESEARCH INC | $14.2M | 135,607 | 1.42% | 23q | +3.8%+$524.2K |
| NATIXIS ADVISORS, LLC | $14.0M | 133,773 | 0.02% | 26q | +2.7%+$372.9K |
| Cullen Capital Management, LLC | $13.7M | 130,140 | 0.13% | 10q | +21.9%+$2.5M |
| Promethos Capital, LLC | $13.3M | 126,255 | 3.60% | 11q | +5.3%+$671.7K |
| WELLS FARGO & COMPANY/MN | $13.0M | 123,909 | 0.00% | 31q | +3.8%+$471.9K |
| Ethic Inc. | $12.8M | 121,759 | 0.16% | 25q | +52.2%+$4.4M |
| HSBC HOLDINGS PLC | $11.5M incl. $314.9K options CALL | 106,220 | 0.00% | 31q | HELD |
| Nykredit A/S | $10.9M | 104,099 | 0.04% | new | FIRST |
| Vanguard Personalized Indexing Management, LLC | $10.9M | 104,010 | 0.09% | 25q | +52.9%+$3.8M |
| JONES FINANCIAL COMPANIES LLLP | $10.8M | 109,766 | 0.00% | 9q | +4.5%+$467.4K |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $10.8M | 106,348 | 0.01% | 22q | +33.9%+$2.7M |
| D. E. Shaw & Co., Inc. | $10.4M | 99,481 | 0.00% | 3q | +291.6%+$7.8M |
| Laird Norton Wetherby Trust Company, LLC | $9.7M | 92,433 | 0.19% | 3q | +14.7%+$1.2M |
| Life Cycle Investment Partners Ltd | $9.4M | 89,944 | 0.04% | 2q | +88.8%+$4.4M |
| VICTORY CAPITAL MANAGEMENT INC | $9.2M | 87,427 | 0.01% | 7q | +116.0%+$4.9M |
| Boston Partners | $9.0M | 84,775 | 0.01% | 29q | +12.3%+$981.2K |
| Capital International Investors | $8.9M | 85,111 | 0.00% | 13q | -1.7%-$157.4K |
| WELLINGTON MANAGEMENT GROUP LLP | $7.9M | 74,954 | 0.00% | 31q | HELD |
| NewEdge Wealth, LLC | $7.7M | 73,162 | 0.08% | 11q | +11.4%+$784.9K |
| ACADIAN ASSET MANAGEMENT LLC | $7.4M | 70,136 | 0.01% | 26q | +19.6%+$1.2M |
| BARCLAYS PLC | $7.2M | 68,216 | 0.00% | 17q | +448.4%+$5.9M |
| Gilman Hill Asset Management, LLC | $6.3M | 60,374 | 0.87% | 31q | +0.7%+$44.9K |
| LPL Financial LLC | $6.2M | 59,154 | 0.00% | 6q | +47.4%+$2.0M |
| CITIGROUP INC | $6.1M | 58,373 | 0.00% | 31q | +17.7%+$923.4K |
| Vident Advisory, LLC | $5.9M | 56,047 | 0.04% | 12q | -3.8%-$230.5K |
| RITHOLTZ WEALTH MANAGEMENT | $5.8M | 55,107 | 0.09% | 25q | +3.9%+$217.8K |
| MILLENNIUM MANAGEMENT LLC | $5.7M | 54,227 | 0.00% | 6q | +70.7%+$2.4M |
| FMR LLC | $5.7M | 53,880 | 0.00% | 18q | +51.7%+$1.9M |
| BANK OF MONTREAL /CAN/ | $5.6M | 53,185 | 0.00% | 13q | +2.6%+$143.2K |
| Gradient Investments LLC | $5.6M | 52,942 | 0.08% | 2q | +5.7%+$301.1K |
| Capital Research Global Investors | $5.4M | 53,354 | 0.00% | 6q | -11.8%-$722.7K |
| TWO SIGMA INVESTMENTS, LP | $5.0M | 47,192 | 0.00% | 12q | -76.2%-$15.9M |
| QUADRANT CAPITAL GROUP LLC | $5.0M | 47,190 | 0.14% | 31q | -5.3%-$275.2K |
| Vise Technologies, Inc. | $4.9M | 46,408 | 0.06% | 7q | +25.4%+$987.1K |
| US BANCORP \DE\ | $4.9M | 46,259 | 0.01% | 31q | +75.0%+$2.1M |
| Cerity Partners LLC | $4.7M | 44,832 | 0.01% | 17q | +17.3%+$694.7K |
| RHUMBLINE ADVISERS | $4.6M | 44,034 | 0.00% | 13q | +28.3%+$1.0M |
| Henry James International Management Inc. | $4.5M | 43,268 | 1.36% | 31q | -31.4%-$2.1M |
| RAYMOND JAMES FINANCIAL INC | $4.5M | 43,179 | 0.00% | 7q | +44.6%+$1.4M |
| XTX Topco Ltd | $4.5M | 42,730 | 0.06% | 3q | +156.0%+$2.7M |
| Calamos Wealth Management LLC | $4.4M | 41,908 | 0.13% | 5q | +8.8%+$355.1K |
| Capital World Investors | $4.3M | 42,690 | 0.00% | 9q | +61.3%+$1.6M |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $4.1M | 39,210 | 0.01% | 8q | -12.6%-$593.9K |
| Point72 Asset Management, L.P. | $4.1M | 39,011 | 0.00% | new | NEW |
| VAN ECK ASSOCIATES CORP | $3.8M | 36,334 | 0.00% | new | NEW |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $3.8M | 35,783 | 0.00% | 10q | +895.9%+$3.4M |
| Ballentine Partners, LLC | $3.7M | 35,233 | 0.05% | 24q | +28.9%+$829.7K |
| IEQ CAPITAL, LLC | $3.6M | 34,329 | 0.02% | 5q | +46.9%+$1.2M |
| Integrated Quantitative Investments LLC | $3.5M | 33,731 | 0.58% | 2q | +103.9%+$1.8M |
| Mariner, LLC | $3.4M | 32,741 | 0.00% | 16q | -3.1%-$109.9K |
| SEI INVESTMENTS CO | $3.4M | 32,351 | 0.00% | 31q | -19.7%-$831.2K |
| Pathstone Holdings, LLC | $3.3M | 31,331 | 0.01% | 11q | -3.8%-$130.4K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $3.2M | 30,478 | 0.00% | 2q | +1196.9%+$3.0M |
| SIGNATUREFD, LLC | $3.2M | 30,396 | 0.04% | 31q | +13.8%+$386.8K |
| FIRST TRUST ADVISORS LP | $3.1M | 29,694 | 0.00% | 7q | +46.3%+$986.3K |
| Advisors Asset Management, Inc. | $3.0M | 28,888 | 0.05% | 17q | +2.4%+$70.5K |
| Frank, Rimerman Advisors LLC | $3.0M | 28,786 | 0.17% | 5q | +65.0%+$1.2M |
| Cetera Investment Advisers | $3.0M | 28,476 | 0.00% | 9q | +21.4%+$526.4K |
| Corient Private Wealth LP | $3.0M | 28,221 | 0.00% | 15q | +27.4%+$637.3K |
| Rockefeller Capital Management L.P. | $2.9M | 27,457 | 0.00% | 22q | +3.8%+$105.1K |
| Sequoia Financial Advisors, LLC | $2.9M | 27,209 | 0.01% | 19q | +9.0%+$234.7K |
| ARIEL INVESTMENTS, LLC | $2.8M | 26,798 | 0.03% | 11q | -46.4%-$2.4M |
| VOYA INVESTMENT MANAGEMENT LLC | $2.8M | 26,510 | 0.00% | 5q | -29.8%-$1.2M |
| AQR CAPITAL MANAGEMENT LLC | $2.7M | 25,664 | 0.00% | 6q | +59.3%+$1.0M |
| Crossmark Global Holdings, Inc. | $2.6M | 24,458 | 0.03% | 31q | +0.7%+$17.7K |
| Orion Porfolio Solutions, LLC | $2.5M | 24,216 | 0.02% | 13q | +24.7%+$503.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.5M incl. $1.0M options CALL+PUT | 13,869 | 0.00% | 14q | HELD |
| PNC Financial Services Group, Inc. | $2.5M | 23,805 | 0.00% | 31q | +29.8%+$573.8K |
| Grantham, Mayo, Van Otterloo & Co. LLC | $2.5M | 23,567 | 0.01% | 20q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $2.4M | 22,834 | 0.00% | 3q | -7.1%-$184.5K |
| JPMORGAN CHASE & CO | $2.3M | 23,187 | 0.00% | 31q | +5.2%+$116.0K |
Showing the largest 100 of 370 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 107 | $174.8M | 1,423,267 | 13 | 40 | 32 | 0.0% |
| Q2 2026 | 370 | $2.4B | 23,167,374 | 56 | 197 | 65 | 0.1% |
| Q1 2026 | 340 | $2.1B | 20,903,698 | 67 | 134 | 83 | 0.1% |
| Q4 2025 | 299 | $1.8B | 20,341,281 | 43 | 110 | 85 | 0.1% |
| Q3 2025 | 273 | $1.7B | 20,430,689 | 34 | 109 | 76 | 0.4% |
| Q2 2025 | 268 | $1.7B | 20,789,584 | 53 | 104 | 70 | 0.7% |
| Q1 2025 | 240 | $1.1B | 20,859,465 | 29 | 77 | 91 | 0.4% |
| Q4 2024 | 238 | $1.1B | 20,081,830 | 25 | 60 | 99 | 0.4% |
| Q3 2024 | 231 | $1.2B | 18,706,543 | 32 | 86 | 73 | 0.3% |
| Q2 2024 | 226 | $1.2B | 21,915,155 | 23 | 88 | 77 | 0.3% |
| Q1 2024 | 231 | $1.3B | 24,507,756 | 38 | 81 | 77 | 0.7% |
| Q4 2023 | 210 | $991.7M | 23,832,109 | 25 | 75 | 56 | 0.6% |
| Q3 2023 | 188 | $966.8M | 23,346,966 | 19 | 75 | 43 | 0.6% |
| Q2 2023 | 180 | $932.4M | 25,469,682 | 28 | 56 | 54 | 0.4% |
| Q1 2023 | 163 | $846.5M | 23,078,916 | 18 | 66 | 47 | 0.4% |
| Q4 2022 | 174 | $922.5M | 23,662,849 | 23 | 49 | 62 | 0.8% |
| Q3 2022 | 161 | $1.4B | 45,311,755 | 16 | 62 | 56 | 0.6% |
| Q2 2022 | 170 | $1.7B | 44,611,538 | 23 | 57 | 50 | 0.5% |
| Q1 2022 | 184 | $1.5B | 30,712,561 | 34 | 60 | 57 | 0.7% |
| Q4 2021 | 175 | $1.4B | 30,144,116 | 20 | 67 | 51 | 0.6% |
| Q3 2021 | 167 | $2.1B | 44,480,225 | 17 | 70 | 46 | 0.4% |
| Q2 2021 | 171 | $2.4B | 48,024,335 | 25 | 65 | 48 | 0.2% |
| Q1 2021 | 169 | $1.5B | 29,910,852 | 44 | 62 | 36 | 0.4% |
| Q4 2020 | 145 | $4.4B | 110,793,760 | 27 | 45 | 37 | 0.1% |
| Q3 2020 | 128 | $828.8M | 25,737,737 | 14 | 46 | 39 | 0.2% |
| Q2 2020 | 130 | $957.8M | 34,007,640 | 26 | 34 | 46 | 0.0% |
| Q1 2020 | 119 | $963.1M | 35,381,415 | 20 | 37 | 39 | 0.0% |
| Q4 2019 | 130 | $1.1B | 26,486,461 | 16 | 48 | 33 | 0.0% |
| Q3 2019 | 128 | $1.1B | 31,109,535 | 13 | 37 | 43 | 0.0% |
| Q2 2019 | 140 | $1.7B | 43,636,030 | 25 | 53 | 38 | 0.0% |
| Q1 2019 | 139 | $1.6B | 41,692,452 | 18 | 40 | 51 | 0.4% |
| Q4 2018 | 149 | $1.7B | 40,569,105 | 0 | 0 | 7 | 0.0% |