KESTREL GROUP KG
$10.16
+7.2% 52w: $8.48 – $29.70
Latest 13F among current holders filed 1 month ago (May 21, 2026)
Price — last 12 months
research preview data8.4819.0929.70
Jun 20, 2025 Jul 2, 2026
Institutional holders
45
+5 QoQ
13F value
$12.9M
+5.4% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns KG?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 281.5K | $3.0M | 0.0% | +0.3% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 261.8K | $2.8M | 0.0% | — |
| Whitefort Capital Management, LP ★3 | Fundamental concentrated | 160.9K | $1.7M | 0.5% | Held |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 117.2K | $1.3M | 0.0% | +4.4% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 80.8K | $872K | 0.0% | -6.8% |
| STATE STREET CORP | Index provider | 65.8K | $710K | 0.0% | +1.9% |
| Russell Investments Group, Ltd. | Diversified mechanical | 63.5K | $686K | 0.0% | +2032.4% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 41.1K | $444K | 0.0% | — |
| NORTHERN TRUST CORP | Index provider | 27.8K | $300K | 0.0% | +5.9% |
| Sowell Financial Services LLC | Wealth advisor | 20.7K | $223K | 0.0% | 0.0% |
| MORGAN STANLEY | Bank broker | 18.0K | $195K | 0.0% | -33.6% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 16.2K | $175K | 0.0% | — |
| Creative Planning | Wealth advisor | 10.5K | $113K | 0.0% | New |
| UBS Group AG | Bank broker | 9.1K | $98K | 0.0% | -29.3% |
| Advisory Services Network, LLC | Diversified mechanical | 6.1K | $66K | 0.0% | -87.9% |
| FMR LLC | Long only active | 2.5K | $27K | 0.0% | +176.0% |
| RHUMBLINE ADVISERS | Diversified mechanical | 2.3K | $25K | 0.0% | +2.4% |
| JPMORGAN CHASE & CO | Bank broker | 1.8K | $20K | 0.0% | +56.3% |
| DEUTSCHE BANK AG\ | Bank broker | 1.6K | $17K | 0.0% | New |
| Tower Research Capital LLC (TRC) | Market maker | 1.4K | $15K | 0.0% | +37.3% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | Index provider | 1.3K | $14K | 0.0% | +2.6% |
| Vanguard Global Advisers, LLC | Diversified mechanical | 1.3K | $14K | 0.0% | — |
| NEW YORK STATE COMMON RETIREMENT FUND | Diversified mechanical | 1.2K | $13K | 0.0% | Held |
| WELLS FARGO & COMPANY/MN | Bank broker | 992 | $11K | 0.0% | -66.6% |
| ROYAL BANK OF CANADA | Bank broker | 774 | $8K | 0.0% | +104.2% |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 657 | $7K | 0.0% | +4.8% |
| BARCLAYS PLC | Bank broker | 516 | $6K | 0.0% | -87.8% |
| Police & Firemen's Retirement System of New Jersey | Diversified mechanical | 386 | $4K | 0.0% | Held |
| Ameritas Investment Partners, Inc. | Diversified mechanical | 374 | $4K | 0.0% | Held |
| Legal & General Group Plc | Diversified mechanical | 300 | $3K | 0.0% | -11.8% |
| GAMMA Investing LLC | Diversified mechanical | 165 | $2K | 0.0% | +60.2% |
| CITIGROUP INC | Bank broker | 138 | $1K | 0.0% | +126.2% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 75 | $794 | 0.0% | Held |
| Essential Partners LLC | Diversified mechanical | 66 | $713 | 0.0% | +6500.0% |
| CWM, LLC | Wealth advisor | 44 | $475 | 0.0% | +266.7% |
| Sterling Capital Management LLC | Diversified mechanical | 33 | $356 | 0.0% | -40.0% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 24 | $259 | 0.0% | New |
| Farther Finance Advisors, LLC | Wealth advisor | 20 | $244 | 0.0% | New |
| Transamerica Financial Advisors, LLC | Wealth advisor | 14 | $151 | 0.0% | New |
| EverSource Wealth Advisors, LLC | Wealth advisor | 7 | $76 | 0.0% | New |
| NATIONAL BANK OF CANADA /FI/ | Diversified mechanical | 6 | $64 | 0.0% | Held |
| ROTHSCHILD INVESTMENT LLC | Diversified mechanical | 1 | $11 | 0.0% | New |
| True Wealth Design, LLC | Wealth advisor | 1 | $11 | 0.0% | Held |
| Root Financial Partners, LLC | Wealth advisor | 1 | $11 | 0.0% | New |
| Allworth Financial LP | Wealth advisor | 1 | $11 | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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