Security record · archived quarter
KALV
name pending profile ingest
15Tracked holders
-1Δ holders
16.49MShares held
$200.81MReported value
+0New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth -6.2% ·
share flow +15.7% ·
net new positions -6.7%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q1 2026 | 68 | +5 | 22.98M | $461.49M | +9 | −4 |
| Q4 2025 | 62 | +1 | 23.33M | $376.76M | +3 | −2 |
| Q3 2025 | 15 | -1 | 16.49M | $200.81M | — | −1 |
| Q2 2025 | 13 | 0 | 11.84M | $133.90M | +1 | −1 |
| Q1 2025 | 10 | 0 | 5.97M | $68.86M | +2 | −2 |
| Q4 2024 | 10 | -1 | 6.37M | $53.92M | — | −1 |
| Q3 2024 | 10 | 0 | 6.03M | $69.80M | +1 | −1 |
| Q2 2024 | 10 | — | 6.52M | $76.81M | — | — |
Who holds it · Q3 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital World Investors ✦ | 3.18M | 0.0% | $38.70M | 0.0% | Held | 6 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 3.13M | -0.1% | $38.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 3.13M | -0.1% | $38.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 3.13M | -0.1% | $38.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 3.13M | -0.1% | $38.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 3.13M | -0.1% | $38.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 3.13M | -0.1% | $38.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 3.13M | -0.1% | $38.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 3.13M | -0.1% | $38.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 3.13M | -0.1% | $38.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | The Vanguard Group ✦ (passive) | 2.50M | +3.7% | $30.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | The Vanguard Group ✦ (passive) | 2.50M | +3.7% | $30.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | The Vanguard Group ✦ (passive) | 2.50M | +3.7% | $30.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | The Vanguard Group ✦ (passive) | 2.50M | +3.7% | $30.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | The Vanguard Group ✦ (passive) | 2.50M | +3.7% | $30.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Millennium Management ✦ | 2.10M | +515.4% | $25.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 1.80M | — | $21.93M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Goldman Sachs Group ✦ | 1.80M | — | $21.93M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | State Street Global Advisors ✦ (passive) | 1.58M | +16.7% | $19.19M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Geode Capital Management ✦ (passive) | 928.67K | -1.3% | $11.31M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 21 | Geode Capital Management ✦ (passive) | 928.67K | -1.3% | $11.31M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 564.86K | — | $6.88M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 564.86K | — | $6.88M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 564.86K | — | $6.88M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 564.86K | — | $6.88M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 564.86K | — | $6.88M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 564.86K | — | $6.88M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 564.86K | — | $6.88M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Marshall Wace ✦ | 370.77K | +209.9% | $4.52M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 30 | Marshall Wace ✦ | 370.77K | +209.9% | $4.52M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 31 | Marshall Wace ✦ | 370.77K | +209.9% | $4.52M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 32 | Wellington Management ✦ | 126.05K | -5.2% | $1.54M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 33 | Wellington Management ✦ | 126.05K | -5.2% | $1.54M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 34 | Wellington Management ✦ | 126.05K | -5.2% | $1.54M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 92.37K | -30.8% | $1.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 92.37K | -30.8% | $1.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | AQR Capital Management ✦ | 44.61K | -5.9% | $543,301 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | AQR Capital Management ✦ | 44.61K | -5.9% | $543,301 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | AQR Capital Management ✦ | 44.61K | -5.9% | $543,301 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | AQR Capital Management ✦ | 44.61K | -5.9% | $543,301 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 41.52K | — | $505,690 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 41.52K | — | $505,690 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 41.52K | — | $505,690 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 41.52K | — | $505,690 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 41.52K | — | $505,690 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 41.52K | — | $505,690 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | D. E. Shaw & Co. ✦ | 21.10K | -18.0% | $256,998 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 48 | T. Rowe Price ✦ | 19.98K | +11.8% | $244,000 | 0.0% | ▲ Add | 6 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $179,083 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 182 holders, 69.23M shares, $1.39B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q3 2025 ·
Methodology ·
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