(KBWB) Institutional Ownership Changes & 13F Activity

KBWB. Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Renaissance Technologies LLC, Bill & Melinda Gates Foundation Trust, and Matrix Private Capital Group.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q4 2025Renaissance Technologies LLCSell-19,50047,800$4,029,062
Q3 2025Renaissance Technologies LLCBuy12,70067,300$5,263,533
Q2 2025Renaissance Technologies LLCBuy11,70054,600$3,910,452
Q4 2024Renaissance Technologies LLCBuy37,40042,900$2,803,515
Q3 2024Renaissance Technologies LLCSell-16,8005,500$322,355
Q2 2024Renaissance Technologies LLCBuy11,40022,300$1,193,050
Q3 2023Bill & Melinda Gates Foundation TrustBuy50,27050,270$2,014,319
Q4 2022Renaissance Technologies LLCBuy5,60010,900$563
Q2 2022Renaissance Technologies LLCSell-9,7005,300$274
Q3 2021Renaissance Technologies LLCBuy3,90015,000$1,007
Q2 2021Matrix Private Capital GroupBuy3,8293,829$247
Q1 2021Renaissance Technologies LLCSell-2,00011,100$687
Q2 2019Renaissance Technologies LLCBuy13,10013,100$661

Frequently asked questions about KBWB activity

  • Which institutional owners are buying KBWB?

    Institutional owners buying KBWB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in KBWB activity?

    "Buy" means an investor increased their reported position in KBWB compared to the prior reporting period. This reflects growing exposure to KBWB rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in KBWB increasing?

    Institutional interest in KBWB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

Related KBWB Institutional Insights