KBWR Institutional Ownership & Shareholders
INVESCO KBW REGIONAL BANKING (KBWR) is currently held by 31 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $16.84M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Byrne Financial Freedom, Llc is currently the largest disclosed institutional shareholder of KBWR tracked by InsiderSet, reporting ownership valued at approximately $5.23M 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 $5.67M, representing an estimated gain of +8.41% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 90% of the total disclosed KBWR value among the investors covered in this analysis. Major shareholders include Byrne Financial Freedom, Llc, Jane Street Group, Llc, Brown Advisory Inc, and several other long-term asset managers with concentrated positions in INVESCO KBW REGIONAL BANKING (KBWR).
This page ranks the largest institutional KBWR 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
31
Total Reported Value
$16.84M
Largest Holder
Byrne Financial Freedom, Llc
Largest Position
$5.23M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
46
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Byrne Financial Freedom, Llc | 2.04% | 81,841 | $5,232,634 | $5,672,629 | +$439,995 | +8.41% | |
| Jane Street Group, Llc | 0.00% | 28,014 | $1,791,117 | $1,941,729 | +$150,612 | +8.41% | |
| Brown Advisory Inc | 0.00% | 25,130 | $1,606,724 | $1,741,831 | +$135,107 | +8.41% | |
| Susquehanna International Group, Llp | 0.00% | 24,103 | $1,541,062 | $1,670,646 | +$129,584 | +8.41% | |
| Citadel Advisors Llc | 0.00% | 20,344 | $1,300,724 | $1,410,100 | +$109,376 | +8.41% | |
| Lpl Financial Llc | 0.00% | 19,127 | $1,222,900 | $1,325,746 | +$102,846 | +8.41% | |
| Morgan Stanley | 0.00% | 15,106 | $965,825 | $1,047,039 | +$81,214 | +8.41% | |
| Hrt Financial Lp | 0.00% | 11,529 | $737,000 | $799,107 | +$62,107 | +8.43% | |
| Two Sigma Investments, Lp | 0.00% | 6,500 | $415,587 | $450,533 | +$34,946 | +8.41% | |
| Pinnacle Financial Partners, Inc. | 0.00% | 6,424 | $410,791 | $445,265 | +$34,474 | +8.39% | |
| Fmr Llc | 0.00% | 5,029 | $321,518 | $348,574 | +$27,056 | +8.42% | |
| Family Manage Llc | 0.03% | 4,171 | $266,679 | $289,104 | +$22,425 | +8.41% | |
| Raymond James Financial Inc | 0.00% | 3,764 | $240,632 | $260,893 | +$20,261 | +8.42% | |
| Royal Bank Of Canada | 0.00% | 3,257 | $208,000 | $225,752 | +$17,752 | +8.53% | |
| Bank Of America Corp | 0.00% | 3,146 | $201,143 | $218,058 | +$16,915 | +8.41% | |
| Ubs Group Ag | 0.00% | 1,863 | $119,115 | $129,130 | +$10,015 | +8.41% | |
| Osaic Holdings, Inc. | 0.00% | 1,764 | $112,789 | $122,268 | +$9,479 | +8.40% | |
| Cherry Tree Wealth Management, Llc | 0.01% | 500 | $33,807 | $34,656 | +$849 | +2.51% | |
| Rothschild Investment Llc | 0.00% | 400 | $25,575 | $27,725 | +$2,150 | +8.41% | |
| Capital Analysts, Llc | 0.00% | 364 | $23,000 | $25,230 | +$2,230 | +9.70% | |
| Wilmington Savings Fund Society, Fsb | 0.00% | 300 | $20,284 | $20,794 | +$510 | +2.51% | |
| Blair William & Co/Il | 0.00% | 241 | $15,409 | $16,704 | +$1,295 | +8.41% | |
| Parallel Advisors, Llc | 0.00% | 140 | $8,951 | $9,704 | +$753 | +8.41% | |
| Anchor Investment Management, Llc | 0.00% | 120 | $7,672 | $8,318 | +$646 | +8.41% | |
| Sunbelt Securities, Inc. | 0.00% | 57 | $3,872 | $3,951 | +$79 | +2.04% | |
| N.E.W. Advisory Services Llc | 0.00% | 56 | $3,580 | $3,882 | +$302 | +8.42% | |
| Cwm, Llc | 0.00% | 49 | $3,329 | $3,396 | +$67 | +2.02% | |
| Caldwell Sutter Capital, Inc. | 0.00% | 50 | $3,197 | $3,466 | +$269 | +8.40% | |
| Murphy & Mullick Capital Management Corp | 0.00% | 10 | $676 | $693 | +$17 | +2.53% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 6,519 | $441 | $451,850 | +$451,409 | +102360.35% | |
| Russell Investments Group, Ltd. | 0.00% | 4 | $256 | $277 | +$21 | +8.30% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $33 | $69 | +$36 | +110.04% |
Frequently asked questions about KBWR
Who are the largest institutional holders of KBWR?
The largest institutional holders of KBWR reported in the latest SEC Form 13F filings include Byrne Financial Freedom, Llc, Jane Street Group, Llc, Brown Advisory Inc, Susquehanna International Group, Llp, and Citadel Advisors Llc. InsiderSet ranks institutional holders by their latest reported KBWR position.
What is KBWR institutional ownership?
This page tracks KBWR positions reported by institutional investment managers through SEC Form 13F. INVESCO KBW REGIONAL BANKING (KBWR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own KBWR?
InsiderSet currently tracks 31 institutional managers reporting KBWR 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 KBWR shareholders.
How much KBWR stock do institutions own?
Institutional investment managers disclosed approximately $16.84M in KBWR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was KBWR institutional ownership last updated?
The latest KBWR 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 KBWR 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 KBWR position after the reporting date.
Are institutions buying or selling KBWR?
Institutional buying and selling can be analyzed by comparing KBWR positions across consecutive 13F reporting periods. InsiderSet's KBWR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View KBWR ownership changes.
How has KBWR institutional ownership changed over time?
InsiderSet tracks KBWR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.