$86.90
-0.07 (-0.08%)
Market Cap
$5.6B
Shares Outstanding
55,145,554
Institutional Holders
228
Total Inst. Value
$2.9B
% of Float Held
—
QoQ Holder Change
+122
Institutional data as of Q1 2025
New Positions
76
Closed Positions
27
Increased
64
Decreased
50
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $817.8M | 13,028,901 |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $437.7M | 6,973 |
| 3 | Migdal Insurance & Financial Holdings Ltd.New | $213.1M | 3,395,000 |
| 4 | Fisher Asset Management, LLC | $163.9M | 2,611,640 |
| 5 | Harel Insurance Investments & Financial Services Ltd.New | $142.7M | 2,272,620 |
| 6 | GOLDMAN SACHS GROUP INC | $140.6M | 2,240,028 |
| 7 | Wharton Business Group, LLC | $112.8M | 1,796,164 |
| 8 | JPMORGAN CHASE & CO | $101.0M | 1,609,128 |
| 9 | MENORA MIVTACHIM HOLDINGS LTD.New | $93.4M | 1,488,000 |
| 10 | MORGAN STANLEY | $64.7M | 1,030,295 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | +5.3M | $817.8M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +5K | $437.7M |
| Migdal Insurance & Financial Holdings Ltd.New | +3.4M | $213.1M |
| Harel Insurance Investments & Financial Services Ltd.New | +2.3M | $142.7M |
| GOLDMAN SACHS GROUP INC | +1.7M | $140.6M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| CITIGROUP INC | -678K | $6.7M |
| Guardian Partners Inc. | -211K | $3.8M |
| Fisher Asset Management, LLC | -181K | $163.9M |
| Qube Research & Technologies Ltd | -103K | $3.6M |
| Aragon Global Management, LP | -74K | $543K |
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Frequently Asked Questions
How many institutional investors hold KBWB?
As of Q1 2025, 228 institutional investors report holding KBWB (Invesco KBW Bank ETF) in their 13F filings.
Which hedge fund owns the most KBWB?
The largest institutional holder of KBWB is BANK OF AMERICA CORP /DE/ with $817.8M in shares.
Are institutions buying or selling KBWB?
This quarter, 76 institutions opened new positions in KBWB and 27 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.