KBE Institutional Ownership & Shareholders
SPDR S&P BANK ETF (KBE) is currently held by 258 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.94B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Goldman Sachs Group Inc is currently the largest disclosed institutional shareholder of KBE tracked by InsiderSet, reporting ownership valued at approximately $477.83M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $470.89M, representing an estimated loss of -1.45% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed KBE value among the investors covered in this analysis. Major shareholders include Goldman Sachs Group Inc, Morgan Stanley, Citigroup Inc, and several other long-term asset managers with concentrated positions in SPDR S&P BANK ETF (KBE).
This page ranks the largest institutional KBE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
258
Total Reported Value
$1.94B
Largest Holder
Goldman Sachs Group Inc
Largest Position
$477.83M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
57
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Goldman Sachs Group Inc | 0.05% | 7,004,237 | $477,829,086 | $470,894,854 | -$6,934,232 | -1.45% | |
| Morgan Stanley | 0.02% | 6,846,216 | $467,049,030 | $460,271,102 | -$6,777,928 | -1.45% | |
| Citigroup Inc | 0.06% | 2,006,963 | $136,915,016 | $134,928,122 | -$1,986,894 | -1.45% | |
| Barclays Plc | 0.03% | 1,565,518 | $106,799,639 | $105,249,775 | -$1,549,864 | -1.45% | |
| Bank Of America Corp | 0.01% | 1,294,676 | $88,322,799 | $87,041,067 | -$1,281,732 | -1.45% | |
| Jpmorgan Chase & Co | 0.00% | 829,925 | $56,609,263 | $55,795,858 | -$813,405 | -1.44% | |
| Wells Fargo & Company/Mn | 0.01% | 664,895 | $45,359,183 | $44,700,891 | -$658,292 | -1.45% | |
| Wharton Business Group, Llc | 1.23% | 537,221 | $36,649,000 | $36,117,368 | -$531,632 | -1.45% | |
| Ubs Group Ag | 0.01% | 524,433 | $35,776,819 | $35,257,631 | -$519,188 | -1.45% | |
| Jane Street Group, Llc | 0.02% | 490,560 | $33,466,003 | $32,980,349 | -$485,654 | -1.45% | |
| Two Sigma Investments, Lp | 0.02% | 480,940 | $32,809,727 | $32,333,596 | -$476,131 | -1.45% | |
| Royal Bank Of Canada | 0.01% | 438,145 | $29,890,000 | $29,456,488 | -$433,512 | -1.45% | |
| Lpl Financial Llc | 0.01% | 355,424 | $24,246,996 | $23,895,156 | -$351,840 | -1.45% | |
| Janney Montgomery Scott Llc | 0.04% | 324,198 | $22,117,000 | $21,795,832 | -$321,168 | -1.45% | |
| Pnc Financial Services Group, Inc. | 0.01% | 286,434 | $19,540,513 | $19,256,958 | -$283,555 | -1.45% | |
| Prudential Plc | 0.10% | 261,100 | $17,812,242 | $17,553,753 | -$258,489 | -1.45% | |
| Kestra Advisory Services, Llc | 0.05% | 252,173 | $15,942,379 | $16,953,591 | +$1,011,212 | +6.34% | |
| Castlekeep Investment Advisors Llc | 7.24% | 211,894 | $14,455,409 | $14,245,634 | -$209,775 | -1.45% | |
| Balyasny Asset Management L.P. | 0.03% | 202,831 | $13,837,131 | $13,636,328 | -$200,803 | -1.45% | |
| Provise Management Group, Llc | 0.95% | 221,474 | $13,188,777 | $14,889,697 | +$1,700,920 | +12.90% | |
| Envestnet Asset Management Inc | 0.00% | 190,106 | $12,969,010 | $12,780,826 | -$188,184 | -1.45% | |
| Bank Of New York Mellon Corp | 0.00% | 171,831 | $11,722,294 | $11,552,198 | -$170,096 | -1.45% | |
| Madison Asset Management, Llc | 0.13% | 157,868 | $10,769,755 | $10,613,466 | -$156,289 | -1.45% | |
| Healthcare Of Ontario Pension Plan Trust Fund | 0.01% | 147,211 | $10,042,734 | $9,896,996 | -$145,738 | -1.45% | |
| Raymond James Financial Inc | 0.00% | 132,748 | $9,056,079 | $8,924,648 | -$131,431 | -1.45% | |
| Sg Americas Securities, Llc | 0.00% | 105,703 | $7,211,000 | $7,106,413 | -$104,587 | -1.45% | |
| Measured Wealth Private Client Group, Llc | 1.73% | 104,704 | $7,142,907 | $7,039,250 | -$103,657 | -1.45% | |
| Mra Advisory Group | 2.67% | 112,569 | $7,116,607 | $7,568,014 | +$451,407 | +6.34% | |
| Capital Fund Management S.A. | 0.05% | 97,279 | $6,636,373 | $6,540,067 | -$96,306 | -1.45% | |
| Empowered Funds, Llc | 0.03% | 93,708 | $6,392,759 | $6,299,989 | -$92,770 | -1.45% | |
| Captrust Financial Advisors | 0.01% | 88,460 | $6,034,758 | $5,947,166 | -$87,592 | -1.45% | |
| Renaissance Technologies LLC | Jim Simons | 0.01% | 85,854 | $5,856,960 | $5,771,964 | -$84,996 | -1.45% |
| Agave Capital Management Ltd | 0.58% | 78,015 | $5,322,183 | $5,244,948 | -$77,235 | -1.45% | |
| Bnp Paribas Financial Markets | 0.00% | 76,490 | $5,218,148 | $5,142,423 | -$75,725 | -1.45% | |
| Stifel Financial Corp | 0.00% | 73,743 | $5,030,838 | $4,957,742 | -$73,096 | -1.45% | |
| Quantitative Investment Management, Llc | 0.52% | 70,229 | $4,791,000 | $4,721,496 | -$69,504 | -1.45% | |
| Trans-Canada Capital Inc. | 0.27% | 70,000 | $4,775,400 | $4,706,100 | -$69,300 | -1.45% | |
| Cetera Investment Advisers | 0.00% | 69,573 | $4,746,282 | $4,677,393 | -$68,889 | -1.45% | |
| Sage Advisory Services, Ltd.Co. | 2.41% | 70,710 | $4,470,000 | $4,753,833 | +$283,833 | +6.35% | |
| Citadel Advisors Llc | 0.00% | 56,400 | $3,847,608 | $3,791,772 | -$55,836 | -1.45% | |
| Evolution Wealth Advisors, Llc | 0.35% | 53,022 | $3,352,051 | $3,564,669 | +$212,618 | +6.34% | |
| Bank Of Montreal | 0.00% | 47,471 | $3,238,458 | $3,191,475 | -$46,983 | -1.45% | |
| Atlantic Union Bankshares Corp | 0.05% | 45,846 | $3,127,614 | $3,082,227 | -$45,387 | -1.45% | |
| Walleye Trading Llc | 0.04% | 45,456 | $3,101,008 | $3,056,007 | -$45,001 | -1.45% | |
| Sanctuary Advisors, Llc | 0.01% | 45,291 | $3,089,720 | $3,044,914 | -$44,806 | -1.45% | |
| Moneta Group Investment Advisors Llc | 0.02% | 38,024 | $2,594,019 | $2,556,354 | -$37,665 | -1.45% | |
| Fdx Advisors, Inc. | 0.73% | 35,400 | $2,415,000 | $2,379,942 | -$35,058 | -1.45% | |
| Lom Asset Management Ltd | 0.58% | 33,175 | $2,263,199 | $2,230,355 | -$32,844 | -1.45% | |
| D. E. Shaw & Co., Inc. | 0.00% | 32,497 | $2,216,945 | $2,184,773 | -$32,172 | -1.45% | |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | 27,250 | $1,858,995 | $1,832,018 | -$26,978 | -1.45% |
Frequently asked questions about KBE
Who are the largest institutional holders of KBE?
The largest institutional holders of KBE reported in the latest SEC Form 13F filings include Goldman Sachs Group Inc, Morgan Stanley, Citigroup Inc, Barclays Plc, and Bank Of America Corp. InsiderSet ranks institutional holders by their latest reported KBE position.
What is KBE institutional ownership?
This page tracks KBE positions reported by institutional investment managers through SEC Form 13F. SPDR S&P BANK ETF (KBE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own KBE?
InsiderSet currently tracks 258 institutional managers reporting KBE holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of KBE shareholders.
How much KBE stock do institutions own?
Institutional investment managers disclosed approximately $1.94B in KBE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was KBE institutional ownership last updated?
The latest KBE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional KBE holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its KBE position after the reporting date.
Are institutions buying or selling KBE?
Institutional buying and selling can be analyzed by comparing KBE positions across consecutive 13F reporting periods. InsiderSet's KBE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View KBE ownership changes.
How has KBE institutional ownership changed over time?
InsiderSet tracks KBE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.