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Kingsway Financial Services (KWY) Institutional Ownership

Kingsway Financial Services logo
$9.40 -0.09 (-0.95%)
As of 10/9/2026 03:53 PM Eastern
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Institutional Ownership Changes (13F Filings) for Kingsway Financial Services (NYSE:KWY)

Current
Institutional Ownership
Percentage
72.38%
Number of
Institutional Buyers
(last 12 months)
24
Total
Institutional Inflows
(last 12 months)
$45.68M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$2.30M
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KWY Institutional Buying and Selling by Quarter

Kingsway Financial Services Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/22/2026State Street Corp297,996$3.11M0.0%N/A1.030%
9/9/2026Squarepoint Ops LLC75,937$791K0.0%N/A0.262%
9/2/2026Citadel Advisors LLC114,832$1.20M0.0%N/A0.397%
5/19/2026Bank of America Corp DE46,605$486K0.0%+6.7%0.161%
5/15/2026Waverly Advisors LLC125,000$1.30M0.0%N/A0.432%
5/14/2026Renaissance Technologies LLC319,670$3.33M0.0%+22.3%1.104%
5/5/2026Bank of New York Mellon Corp42,032$438K0.0%-4.7%0.145%
4/24/2026Capricorn Fund Managers Ltd1,784,893$18.62M2.9%N/A6.165%
2/19/2026Invesco Ltd.19,839$267K0.0%+10.7%0.069%
2/17/2026Russell Investments Group Ltd.5,048$68K0.0%-44.5%0.017%
2/17/2026State of Wisconsin Investment Board17,500$235K0.0%N/A0.060%
2/16/2026Squarepoint Ops LLC45,158$607K0.0%N/A0.156%
2/16/2026Barclays PLC32,931$443K0.0%+9.0%0.114%
2/16/2026Bard Associates Inc.279,074$3.75M1.0%-0.5%0.964%
2/13/2026Stifel Financial Corp78,250$1.05M0.0%+174.6%0.270%
2/13/2026State Street Corp286,318$3.85M0.0%+4.4%0.989%
2/13/2026Greenhaven Road Investment Management L.P.1,884,529$25.35M4.2%+43.8%6.507%
2/13/2026Wells Fargo & Company MN23,077$310K0.0%+78.1%0.080%
2/12/2026Jane Street Group LLC31,192$420K0.0%+101.7%0.108%
2/12/2026Renaissance Technologies LLC261,380$3.52M0.0%-3.7%0.903%
2/12/2026Informed Momentum Co LLC43,088$580K0.1%-32.5%0.149%
2/12/2026Steward Partners Investment Advisory LLC48,449$652K0.0%+2,045.7%0.167%
2/11/2026Deutsche Bank AG17,669$238K0.0%+9.8%0.061%
2/11/2026O Shaughnessy Asset Management LLC18,608$250K0.0%-43.0%0.064%
2/10/2026Goldman Sachs Group Inc.48,289$649K0.0%-62.7%0.167%
2/9/2026Geode Capital Management LLC470,407$6.33M0.0%+2.2%1.624%
1/27/2026Belpointe Asset Management LLC356,411$4.79M0.2%-4.3%1.231%
12/15/2025Mirabella Financial Services LLP2,189,905$32.02M2.7%+13.2%7.562%
11/17/2025Mirabella Financial Services LLP2,189,905$32.02M1.0%+13.2%7.563%
11/17/2025Bank of America Corp DE32,329$473K0.0%-7.6%0.112%
11/17/2025Bard Associates Inc.280,490$4.10M1.1%-1.3%0.969%
11/17/2025Alliancebernstein L.P.14,960$219K0.0%+17.2%0.052%
11/13/2025BNP Paribas Financial Markets4,141$61K0.0%+143.7%0.014%
11/13/2025Russell Investments Group Ltd.9,093$133K0.0%+170.2%0.031%
11/13/2025Private Advisor Group LLC10,912$160K0.0%-9.9%0.038%
11/7/2025Vanguard Group Inc.948,838$13.87M0.0%+12.5%3.286%
11/6/2025Rhumbline Advisers26,495$387K0.0%+2.9%0.092%
11/3/2025Belpointe Asset Management LLC372,361$5.44M0.2%-3.3%1.290%
10/28/2025Ritholtz Wealth Management18,951$277K0.0%N/A0.066%
9/4/2025Osaic Holdings Inc.6,925$94K0.0%+17.2%0.024%
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8/15/2025Tower Research Capital LLC TRC 3,809$52K0.0%+220.9%0.013%
8/15/2025Bank of America Corp DE34,992$474K0.0%+4.8%0.121%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.9,924$134K0.0%+27.4%0.034%
8/14/20251060 Capital LLC75,400$1.02M2.1%N/A0.261%
8/13/2025Greenhaven Road Investment Management L.P.1,310,536$17.75M6.1%+73.4%4.539%
8/13/2025Mirabella Financial Services LLP1,934,586$26.19M2.7%+10.4%6.701%
8/12/2025Ameritas Investment Partners Inc.1,851$25K0.0%+110.6%0.006%
8/12/2025Rhumbline Advisers25,754$349K0.0%+149.4%0.089%
8/12/2025Legal & General Group Plc2,009$27K0.0%+66.2%0.007%
8/12/2025JPMorgan Chase & Co.8,568$116K0.0%-56.3%0.030%
8/8/2025Intech Investment Management LLC10,406$141K0.0%N/A0.038%
8/8/2025Police & Firemen s Retirement System of New Jersey3,108$42K0.0%N/A0.011%
8/8/2025Geode Capital Management LLC426,836$5.78M0.0%+20.2%1.550%
7/31/2025Nisa Investment Advisors LLC1,918$26K0.0%N/A0.007%
7/22/2025Belpointe Asset Management LLC385,058$5.21M0.2%-5.8%1.398%
6/27/2025Goldman Sachs Group Inc.102,386$811K0.0%+11.2%0.372%
5/29/2025Rhumbline Advisers10,327$82K0.0%-14.7%0.038%
5/20/2025Belpointe Asset Management LLC408,855$3.24M0.2%-0.7%1.485%
5/19/2025Jane Street Group LLC18,811$149K0.0%N/A0.068%
5/16/2025Goldman Sachs Group Inc.102,386$811K0.0%+11.2%0.372%
5/12/2025Nuveen LLC17,555$139K0.0%N/A0.064%
5/12/2025Virtu Financial LLC16,607$132K0.0%N/A0.060%
5/5/2025Greenhaven Road Investment Management L.P.755,645$5.99M2.4%+47.9%2.744%
5/5/2025Private Advisor Group LLC13,362$106K0.0%+9.5%0.049%
4/8/2025Rhumbline Advisers10,327$82K0.0%-14.7%0.038%
2/17/2025Janus Henderson Group PLC12,770$107K0.0%-15.1%0.046%
2/17/2025Bridgeway Capital Management LLC49,000$410K0.0%N/A0.178%
2/17/2025Citadel Advisors LLC17,213$144K0.0%N/A0.062%
2/17/2025Bank of America Corp DE12,334$103K0.0%+36.5%0.045%
2/14/2025Northern Trust Corp141,751$1.19M0.0%+9.8%0.514%
2/14/2025Stilwell Value LLC6,700,527$56.08M42.7%-8.5%24.304%
2/14/2025Mirabella Financial Services LLP1,600,000$13.39M1.2%N/A5.803%
2/14/2025Dimensional Fund Advisors LP89,411$748K0.0%+14.5%0.324%
2/14/2025Greenhaven Road Investment Management L.P.511,060$4.28M0.7%+0.3%1.854%
2/13/2025Marshall Wace LLP10,642$89K0.0%-22.5%0.039%
2/13/2025Belpointe Asset Management LLC411,893$3.42M0.2%-0.6%1.494%
2/13/2025Barclays PLC20,126$169K0.0%+10.2%0.073%
2/13/2025Townsquare Capital LLC12,894$108K0.0%N/A0.047%
2/13/2025Renaissance Technologies LLC263,715$2.21M0.0%-3.6%0.957%
2/13/2025Wells Fargo & Company MN5,937$50K0.0%+50.0%0.022%
2/12/2025Geode Capital Management LLC345,539$2.89M0.0%-0.5%1.253%
2/12/2025JPMorgan Chase & Co.46,627$390K0.0%+63.4%0.169%
2/7/2025Sequoia Financial Advisors LLC23,586$197K0.0%-29.6%0.086%
2/6/2025Bard Associates Inc.296,059$2.48M0.8%+2.8%1.074%
2/4/2025Bank of New York Mellon Corp26,309$220K0.0%-17.8%0.095%
2/3/2025Private Advisor Group LLC12,208$102K0.0%N/A0.044%
1/30/2025Rhumbline Advisers12,104$101K0.0%-12.5%0.044%
12/26/2024JPMorgan Chase & Co.28,532$236K0.0%+368.2%0.103%
11/19/2024Barclays PLC18,269$150K0.0%+325.5%0.066%
11/16/2024Geode Capital Management LLC347,235$2.88M0.0%+2.0%1.259%
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11/15/2024Barclays PLC18,269$150K0.0%+325.5%0.066%
11/15/2024Jane Street Group LLC10,103$84K0.0%-42.0%0.037%
11/15/2024State Street Corp151,477$1.25M0.0%+4.8%0.549%
11/13/2024BNP Paribas Financial Markets6,526$54K0.0%+36.4%0.024%
11/6/2024Bard Associates Inc.288,113$2.39M0.8%+0.6%1.036%
8/16/2024Annandale Capital LLC128,200$1.06M0.2%+2.6%0.459%
8/9/2024DHK Financial Advisors Inc.36,803$303K0.2%N/A0.132%
8/9/2024Renaissance Technologies LLC273,815$2.26M0.0%-0.9%0.981%
8/9/2024Dimensional Fund Advisors LP18,415$152K0.0%-32.0%0.066%
8/2/2024Belpointe Asset Management LLC413,593$3.41M0.2%+0.9%1.462%


KWY Institutional Ownership - Frequently Asked Questions

During the previous two years, 51 institutional investors and hedge funds held shares of Kingsway Financial Services. The most heavily invested institutionals were Stilwell Value LLC ($56.08M), Mirabella Financial Services LLP ($32.02M), Greenhaven Road Investment Management L.P. ($25.35M), Capricorn Fund Managers Ltd ($18.62M), Vanguard Group Inc. ($13.87M), Geode Capital Management LLC ($6.33M), and Belpointe Asset Management LLC ($4.79M).Learn more on Kingsway Financial Services' institutional investors.

72.38% of Kingsway Financial Services' stock is owned by institutional investors. Learn more on KWY's institutional investor holdings.

Of the 43 institutional investors that purchased Kingsway Financial Services' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Mirabella Financial Services LLP ($2.29M), Capricorn Fund Managers Ltd ($1.78M), Greenhaven Road Investment Management L.P. ($1.38M), State Street Corp ($316.89K), Citadel Advisors LLC ($132.05K), Waverly Advisors LLC ($125K), and Squarepoint Ops LLC ($121.10K).

Institutional investors have bought a total of 3,892,481 shares in the last 24 months. This purchase volume represents approximately $45.68M in transactions.

Of the 10 institutional investors that sold Kingsway Financial Services' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Goldman Sachs Group Inc. ($81.07K), Belpointe Asset Management LLC ($28.65K), Informed Momentum Co LLC ($20.73K), O Shaughnessy Asset Management LLC ($14.04K), Renaissance Technologies LLC ($10.04K), Bard Associates Inc. ($5.10K), and Russell Investments Group Ltd. ($4.05K).

Institutional investors have sold a total of 169,568 shares in the last 24 months. This volume of shares sold represents approximately $2.30M in transactions.


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Institutional ownership data for NYSE:KWY is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/22/2026. New 13F filings are added each quarter as they're published.
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