Security record · archived quarter
KALV
name pending profile ingest
62Tracked holders
+1Δ holders
23.33MShares held
$376.76MReported value
+3New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +1.6% ·
share flow +12.9% ·
net new positions +1.6%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 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 · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 3.75M | +20.1% | $60.63M | 0.0% | ▲ Add | 3 | SEC ↗ ×13 |
| 2 | Millennium Management ✦ | 2.90M | +38.2% | $46.78M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Capital World Investors ✦ | 2.81M | -11.6% | $45.36M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 4 | The Vanguard Group ✦ (passive) | 2.51M | +0.3% | $40.52M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 5 | Point72 Asset Management ✦ | 2.28M | New | $36.88M | 0.1% | New | 1 | SEC ↗ |
| 6 | State Street Global Advisors ✦ (passive) | 1.91M | +21.3% | $30.87M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | Geode Capital Management ✦ (passive) | 944.08K | +1.7% | $15.25M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 8 | Goldman Sachs Group ✦ | 835.30K | -53.6% | $13.49M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Barclays Plc | 700.57K | — | $11.31M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Morgan Stanley ✦ | 700.23K | +24.0% | $11.31M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 11 | Bank of New York Mellon Corp | 695.17K | — | $11.23M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 12 | Bank Of America Corp /De/ | 389.81K | — | $6.30M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 13 | UBS Group AG | 371.99K | — | $6.01M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 14 | Northern Trust Corp | 351.97K | — | $5.68M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 15 | Charles Schwab Investment… | 324.37K | — | $5.24M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Hrt Financial Lp | 287.05K | — | $4.63M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Renaissance Technologies ✦ | 165.15K | New | $2.67M | 0.0% | New | 1 | SEC ↗ |
| 18 | Raymond James Financial Inc | 129.52K | — | $2.09M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 19 | Wellington Management ✦ | 122.38K | -2.9% | $1.98M | 0.0% | ▼ Trim | 7 | SEC ↗ ×3 |
| 20 | Fidelity (FMR) ✦ | 111.81K | +21.1% | $1.81M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 21 | Nuveen, LLC | 107.13K | — | $1.73M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Invesco Ltd. | 77.86K | — | $1.26M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 23 | Susquehanna International Group, Llp | 71.89K | — | $1.16M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Russell Investments Group, Ltd. | 56.25K | — | $908,420 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 25 | Wells Fargo & Company/Mn | 56.01K | — | $904,626 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | Swiss National Bank | 54.90K | — | $886,635 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Rhumbline Advisers | 47.39K | — | $765,356 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Creative Planning | 44.08K | — | $711,918 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Alliancebernstein L.P. | 40.02K | — | $646,323 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Citadel Advisors ✦ | 37.76K | New | $609,841 | 0.0% | New | 1 | SEC ↗ ×2 |
| 31 | Deutsche Bank Ag\ | 35.09K | — | $566,720 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 32 | Ameriprise Financial Inc | 34.93K | — | $564,103 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 33 | Jane Street Group, Llc | 31.61K | — | $510,469 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Quantinno Capital Management LP | 29.16K | — | $470,869 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | California State Teachers… | 28.41K | — | $458,822 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | UBS AM, a distinct business unit of… | 27.72K | — | $447,710 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 37 | AQR Capital Management ✦ | 24.67K | -44.7% | $398,355 | 0.0% | ▼ Trim | 4 | SEC ↗ ×5 |
| 38 | Legal & General Group Plc | 23.82K | — | $384,661 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 39 | T. Rowe Price ✦ | 23.12K | +15.7% | $374,000 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 40 | Osaic Holdings, Inc. | 21.94K | — | $354,282 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 41 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 21.62K | — | $347,430 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 42 | JPMorgan Chase ✦ | 19.45K | -53.1% | $314,182 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 43 | Zurcher Kantonalbank (Zurich… | 17.87K | — | $288,568 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Man Group plc | 17.45K | — | $281,753 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | State Of Wisconsin Investment Board | 15.92K | — | $257,156 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Sei Investments Co | 11.90K | — | $192,133 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 47 | Manufacturers Life Insurance… | 11.82K | — | $190,941 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Janus Henderson Group Plc | 10.90K | — | $176,308 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Citigroup Inc | 10.77K | — | $173,952 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 50 | New York State Common Retirement… | 9.96K | — | $160,919 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Bnp Paribas Financial Markets | 4.09K | — | $66,054 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Group One Trading Llc | 3.78K | — | $60,999 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Mirae Asset Global Investments Co.… | 2.46K | — | $39,664 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Royal Bank Of Canada | 1.23K | — | $20,000 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 55 | Us Bancorp \De\ | 710 | — | $11,467 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Cwm, Llc | 659 | — | $11,000 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | BNP Paribas Asset Management… | 613 | — | $10,000 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Optiver Holding B.V. | 149 | — | $2,406 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Pnc Financial Services Group, Inc. | 146 | — | $2,358 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Rockefeller Capital Management L.P. | 133 | — | $2,148 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Daiwa Securities Group Inc. | 154 | — | $2,000 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Federated Hermes, Inc. | 75 | — | $1,211 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Point72 Asset Management | $36.88M | 0.1% |
| Renaissance Technologies | $2.67M | 0.0% |
| Citadel Advisors | $609,841 | 0.0% |
Exited
| Marshall Wace | $4.52M | was 0.0% |
| D. E. Shaw & Co. | $256,998 | 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: Q4 2025 ·
Methodology ·
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