DaveManuel.com · Institutional Ownership · Who Owns It
KESTRA MED TECHNOLOGIES LTD (KMTS)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
108
Reporting holders
$1.5B
Reported value
100.2%
Of shares outstanding
0.0%
Calls
0.0%
Puts
+6
Holder change
Institutions report 58,728,767 shares against 58,602,497 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
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 |
|---|---|---|---|---|---|
| Bain Capital Investors LLC | $640.4M | 25,172,338 | 13.30% | 6q | HELD |
| FMR LLC | $140.5M | 5,523,647 | 0.01% | 6q | -3.5%-$5.0M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $126.4M | 4,968,900 | 0.01% | 6q | -16.8%-$25.4M |
| ANDERA PARTNERS | $69.4M | 2,728,679 | 33.62% | 3q | +1.2%+$851.9K |
| Yu Fan | $58.1M | 2,282,519 | 53.81% | 6q | HELD |
| BROWN ADVISORY INC | $48.6M | 1,909,056 | 0.08% | 6q | +10.8%+$4.7M |
| BlackRock, Inc. | $47.5M | 1,865,496 | 0.00% | 6q | +10.4%+$4.5M |
| EVENTIDE ASSET MANAGEMENT, LLC | $36.8M | 1,446,742 | 0.49% | 6q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $29.9M | 1,175,525 | 0.00% | 2q | -3.1%-$945.6K |
| ALLIANCEBERNSTEIN L.P. | $29.5M | 1,477,992 | 0.01% | 6q | +11.9%+$3.1M |
| FRANKLIN RESOURCES INC | $28.6M | 1,123,622 | 0.01% | 6q | -9.6%-$3.0M |
| Omega Fund Management, LLC | $26.0M | 1,022,149 | 14.00% | 6q | HELD |
| Hood River Capital Management LLC | $19.2M | 753,529 | 0.14% | 4q | +14.9%+$2.5M |
| STATE STREET CORP | $19.0M | 747,703 | 0.00% | 5q | +11.4%+$1.9M |
| GEODE CAPITAL MANAGEMENT, LLC | $16.5M | 647,380 | 0.00% | 6q | +12.8%+$1.9M |
| Point72 Asset Management, L.P. | $13.4M | 526,626 | 0.01% | new | NEW |
| FEDERATED HERMES, INC. | $13.4M | 525,000 | 0.02% | 6q | HELD |
| NEXT CENTURY GROWTH INVESTORS LLC | $11.7M | 458,505 | 0.62% | 4q | HELD |
| Driehaus Capital Management LLC | $11.4M | 448,608 | 0.07% | 3q | HELD |
| UBS Group AG | $8.3M | 325,838 | 0.00% | 6q | -6.8%-$606.7K |
| GOLDMAN SACHS GROUP INC | $7.7M | 304,384 | 0.00% | 5q | +5.6%+$407.8K |
| Schonfeld Strategic Advisors LLC | $7.3M | 286,231 | 0.03% | 2q | +151.4%+$4.4M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $6.5M | 255,329 | 0.00% | 2q | +16.7%+$928.6K |
| SEI INVESTMENTS CO | $6.1M | 240,043 | 0.01% | 6q | +1.2%+$74.5K |
| NORTHERN TRUST CORP | $5.3M | 208,225 | 0.00% | 5q | +8.7%+$422.7K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $4.5M | 174,972 | 0.00% | 5q | +1.6%+$71.2K |
| MILLENNIUM MANAGEMENT LLC | $4.2M | 163,387 | 0.00% | 6q | -17.3%-$867.6K |
| VANGUARD FIDUCIARY TRUST CO | $3.8M | 151,296 | 0.00% | 2q | +3.8%+$142.4K |
| Bellevue Group AG | $3.3M | 129,215 | 0.07% | 6q | +11.8%+$346.6K |
| Trexquant Investment LP | $3.0M | 116,340 | 0.02% | 2q | +4.5%+$128.4K |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $2.5M | 100,000 | 0.00% | new | NEW |
| SEVEN GRAND MANAGERS, LLC | $2.5M | 100,000 | 0.10% | 3q | HELD |
| Nuveen, LLC | $2.4M | 96,015 | 0.00% | 5q | +201.2%+$1.6M |
| Quantinno Capital Management LP | $2.0M | 80,370 | 0.00% | 2q | +271.5%+$1.5M |
| Ghisallo Capital Management LLC | $1.9M | 75,000 | 0.04% | 6q | HELD |
| Bank of New York Mellon Corp | $1.9M | 74,184 | 0.00% | 5q | +5.8%+$103.6K |
| FIRST TRUST ADVISORS LP | $1.8M | 69,237 | 0.00% | new | NEW |
| Corient Private Wealth LP | $1.5M | 60,614 | 0.00% | 2q | +284.2%+$1.1M |
| MORGAN STANLEY | $1.4M | 53,423 | 0.00% | 6q | -63.3%-$2.3M |
| TUDOR INVESTMENT CORP ET AL | $1.3M | 49,977 | 0.00% | 2q | +56.7%+$459.9K |
| Swiss National Bank | $1.2M | 46,800 | 0.00% | 3q | +18.2%+$183.2K |
| BANK OF AMERICA CORP /DE/ | $1.2M | 46,361 | 0.00% | 6q | -9.9%-$130.2K |
| NEW YORK STATE COMMON RETIREMENT FUND | $1.2M | 45,686 | 0.00% | 5q | +82.2%+$524.3K |
| CITADEL ADVISORS LLC | $904.0K | 35,534 | 0.00% | 3q | +154.9%+$549.3K |
| DEUTSCHE BANK AG\ | $879.2K | 34,559 | 0.00% | 4q | +18.1%+$134.8K |
| AQR CAPITAL MANAGEMENT LLC | $825.5K | 32,447 | 0.00% | new | NEW |
| Spartan Wealth Advisory Services LLC | $785.7K | 30,886 | 0.06% | 2q | +2.0%+$15.7K |
| RHUMBLINE ADVISERS | $784.4K | 30,832 | 0.00% | 5q | +17.1%+$114.3K |
| ROYAL BANK OF CANADA | $757.0K | 29,758 | 0.00% | 5q | +114.3%+$403.8K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $686.4K | 26,982 | 0.00% | 5q | -3.1%-$21.7K |
| US BANCORP \DE\ | $673.5K | 26,475 | 0.00% | 4q | +5.3%+$34.0K |
| WELLS FARGO & COMPANY/MN | $647.3K | 25,445 | 0.00% | 6q | +140.2%+$377.8K |
| ALLSTATE CORP | $645.9K | 25,389 | 0.01% | new | NEW |
| Burkehill Global Management, LP | $636.0K | 25,000 | 0.02% | 3q | -50.0%-$636.0K |
| Mitsubishi UFJ Asset Management Co., Ltd. | $599.6K | 23,570 | 0.00% | 3q | +73.8%+$254.7K |
| Jump Financial, LLC | $553.0K | 21,737 | 0.00% | new | NEW |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $535.4K | 21,044 | 0.00% | 4q | +9.5%+$46.5K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $530.9K | 20,870 | 0.00% | 2q | +81.9%+$239.1K |
| Mirae Asset Global Investments Co., Ltd. | $526.4K | 20,690 | 0.00% | 4q | HELD |
| SJS Investment Consulting Inc. | $510.3K | 20,060 | 0.06% | new | NEW |
| JPMORGAN CHASE & CO | $505.6K | 18,657 | 0.00% | 5q | -27.6%-$193.2K |
| HARBOR CAPITAL ADVISORS, INC. | $398.0K | 15,648 | 0.03% | 2q | +14.8%+$51.4K |
| VANGUARD ASSET MANAGEMENT, Ltd | $390.8K | 15,363 | 0.00% | 2q | HELD |
| HighTower Advisors, LLC | $383.0K | 15,055 | 0.00% | 3q | +23.8%+$73.7K |
| MetLife Investment Management, LLC | $382.0K | 15,017 | 0.00% | 5q | HELD |
| Invesco Ltd. | $376.2K | 14,786 | 0.00% | 3q | +21.0%+$65.3K |
| Legal & General Group Plc | $365.7K | 14,374 | 0.00% | 6q | +12.1%+$39.4K |
| CITIGROUP INC | $348.2K | 13,687 | 0.00% | 6q | +554.3%+$295.0K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $319.2K | 12,547 | 0.00% | 6q | -86.4%-$2.0M |
| Jupiter Topco LLC | $287.2K | 11,300 | 0.00% | new | FIRST |
| BARCLAYS PLC | $248.1K | 9,752 | 0.00% | 6q | -43.2%-$189.0K |
| Russell Investments Group, Ltd. | $220.6K | 8,672 | 0.00% | 6q | +458.8%+$181.1K |
| Police & Firemen's Retirement System of New Jersey | $184.1K | 7,237 | 0.00% | 5q | HELD |
| Vanguard Global Advisers, LLC | $184.1K | 7,235 | 0.00% | 2q | -25.9%-$64.4K |
| Vanguard Investments Australia, Ltd. | $164.9K | 6,481 | 0.00% | 2q | HELD |
| China Universal Asset Management Co., Ltd. | $127.2K | 5,000 | 0.01% | 4q | +100.0%+$63.6K |
| KLP KAPITALFORVALTNING AS | $111.9K | 4,400 | 0.00% | 3q | HELD |
| Aquatic Capital Management LLC | $109.5K | 4,306 | 0.00% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $108.1K | 4,251 | 0.00% | 5q | -27.1%-$40.2K |
| RiverPark Advisors, LLC | $79.8K | 3,138 | 0.04% | 3q | +80.1%+$35.5K |
| BROWN BROTHERS HARRIMAN & CO | $79.0K | 3,104 | 0.00% | 6q | HELD |
| Ameritas Investment Partners, Inc. | $55.9K | 2,197 | 0.00% | 5q | HELD |
| Tower Research Capital LLC (TRC) | $48.2K | 1,895 | 0.00% | 5q | -16.5%-$9.5K |
| Farther Finance Advisors, LLC | $30.8K | 1,210 | 0.00% | 3q | +2.6% |
| Nemes Rush Group LLC | $22.9K | 900 | 0.00% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $18.2K | 690 | 0.00% | 3q | +62.7%+$7.0K |
| Arax Advisory Partners | $18.0K | 707 | 0.00% | 2q | +1760.5%+$17.0K |
| OSAIC HOLDINGS, INC. | $15.2K | 596 | 0.00% | 5q | +9.2%+$1.3K |
| MCF Advisors LLC | $14.6K | 573 | 0.00% | 4q | +2.0% |
| BESSEMER GROUP INC | $13.0K | 520 | 0.00% | 6q | +15.3%+$1.7K |
| Versant Capital Management, Inc | $6.0K | 237 | 0.00% | 2q | +717.2%+$5.3K |
| J.Safra Asset Management Corp | $4.5K | 176 | 0.00% | 3q | -17.4% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $3.8K | 151 | 0.00% | 3q | HELD |
| Essential Partners LLC | $2.6K | 104 | 0.00% | 4q | -1.0% |
| Allworth Financial LP | $2.6K | 103 | 0.00% | 4q | -40.1%-$1.8K |
| EverSource Wealth Advisors, LLC | $2.6K | 101 | 0.00% | 4q | +32.9% |
| Quarry LP | $2.4K | 95 | 0.00% | new | NEW |
| Sterling Capital Management LLC | $2.4K | 94 | 0.00% | 5q | -64.1%-$4.3K |
| PNC Financial Services Group, Inc. | $1.8K | 71 | 0.00% | new | NEW |
| Covestor Ltd | $1.0K | 20 | 0.00% | new | NEW |
Showing the largest 100 of 108 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-10-21 | Umberger Traci S | See Remarks | Sold | 100,000 | $2.7M ×2 |
| 2026-08-04 | Webster Brian Daniel | See Remarks | Sold | 51,900 | $1.3M ×3 |
| 2026-10-28 | Mahboob Vaseem | Chief Financial Officer | Sold | 39,903 | $1.2M |
| 2026-10-27 | Mahboob Vaseem | Chief Financial Officer | Sold | 34,809 | $1.0M |
| 2026-10-27 | Umberger Traci S | See Remarks | Sold | 30,000 | $900.9K |
| 2026-08-07 | Mahboob Vaseem | Chief Financial Officer | Sold | 26,287 | $680.4K ×2 |
| 2026-10-20 | Webster Brian Daniel | See Remarks | Sold | 15,000 | $443.4K ×2 |
| 2026-08-17 | Webster Brian Daniel | See Remarks | Sold | 15,000 | $412.2K |
| 2026-07-15 | Webster Brian Daniel | See Remarks | Sold | 15,000 | $336.6K ×3 |
| 2026-05-15 | Webster Brian Daniel | See Remarks | Sold | 15,000 | $314.3K ×2 |
| 2026-06-15 | Webster Brian Daniel | See Remarks | Sold | 15,000 | $312.1K |
| 2026-08-03 | Webster Brian Daniel | See Remarks | Sold | 13,017 | $311.4K |
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 | 14 | $78.7M | 2,783,420 | 1 | 2 | 6 | 0.0% |
| Q2 2026 | 108 | $1.5B | 58,728,767 | 15 | 51 | 20 | 0.0% |
| Q1 2026 | 102 | $1.2B | 58,434,500 | 14 | 44 | 20 | 0.0% |
| Q4 2025 | 107 | $1.5B | 56,150,608 | 31 | 50 | 12 | 0.0% |
| Q3 2025 | 80 | $1.2B | 48,410,238 | 23 | 33 | 11 | 0.0% |
| Q2 2025 | 73 | $785.5M | 47,377,332 | 29 | 25 | 8 | 0.0% |
| Q1 2025 | 63 | $1.1B | 44,838,936 | 62 | 0 | 0 | 0.0% |