Who owns KBWB?
Institutional ownership of Invesco KBW Bank ETF from Form 13F, Q2 2026
338 institutional managers reported holding Invesco KBW Bank ETF (KBWB) in Form 13F filings for Q2 2026, with 55,190,958 shares worth $5.1B. The largest reported holder was JPMorgan Chase & Co. Managers that filed both quarters added a net 6,766,274 shares (+14.0%). 63 opened new positions and 31 sold out.
- Funds holding
- 338
- Value held
- $5.1B
- New / sold out
- 63 / 31
- Net shares, same filers
- +14.0%
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Largest holders of KBWB
| Fund | Value | Share of 13F holdings | Shares | Move |
|---|---|---|---|---|
| JPMorgan Chase & Co | $1.1B | 21.1% | 11,636,491 | Added |
| Bank of America Corp | $964M | 18.8% | 10,370,752 | Trimmed |
| Fisher Asset Management, LLC | $386M | 7.5% | 4,149,096 | Added |
| Goldman Sachs Group Inc | $280M | 5.5% | 3,010,409 | Added |
| Migdal Insurance & Financial Holdings Ltd. | $246M | 4.8% | 2,642,750 | Added |
| Clal Insurance Enterprises Holdings Ltd | $179M | 3.5% | 1,930,000 | Added |
| Morgan Stanley | $169M | 3.3% | 1,820,205 | Trimmed |
| Wharton Business Group, LLC | $164M | 3.2% | 1,767,605 | Trimmed |
| Temasek Holdings (Private) Ltd | $154M | 3.0% | 1,660,256 | Added |
| Two Sigma Investments, LP | $127M | 2.5% | 1,368,448 | Added |
| Annex Advisory Services, LLC | $70.3M | 1.4% | 756,328 | Added |
| Wells Fargo & Company | $69.3M | 1.4% | 745,480 | Added |
| Osaic Holdings, Inc. | $67.6M | 1.3% | 727,529 | Trimmed |
| Edmond de Rothschild Holding S.a. | $61.1M | 1.2% | 656,662 | Added |
| FIL Ltd | $57.1M | 1.1% | 612,968 | Added |
| LPL Financial LLC | $56.8M | 1.1% | 611,166 | Added |
| Summit Trail Advisors, LLC | $50.2M | 1.0% | 540,360 | Added |
| UBS Group AG | $50.1M | 1.0% | 538,544 | Added |
| Itau Unibanco Holding S.A. | $48.4M | 0.9% | 520,547 | New |
| Tiff Advisory Services, LLC | $47.6M | 0.9% | 511,729 | Trimmed |
| Meitav Investment House LTD | $45.7M | 0.9% | 491,375 | Added |
| Fiduciary Trust Co | $34.4M | 0.7% | 369,542 | Trimmed |
| Qube Research & Technologies Ltd | $32.5M | 0.6% | 349,820 | Added |
| Marks Wealth, LLC | $31.3M | 0.6% | 336,481 | New |
| Horizon Investments, LLC | $31.3M | 0.6% | 336,166 | Trimmed |
Share of 13F holdings is each fund's shares as a share of the 55,190,958 KBWB shares all 13F filers reported, not of shares outstanding.
Biggest buyers in Q2 2026
- JPMorgan Chase & Co Added+$316M
- Temasek Holdings (Private) Ltd Added+$51.6M
- Itau Unibanco Holding S.A. New+$48.4M
- Clal Insurance Enterprises Holdings Ltd Added+$47.3M
- Migdal Insurance & Financial Holdings Ltd. Added+$44.5M
- Meitav Investment House LTD Added+$39.7M
- Annex Advisory Services, LLC Added+$34.1M
- Marks Wealth, LLC New+$31.3M
- Baltimore-Washington Financial Advisors, Inc. New+$29.4M
- Two Sigma Investments, LP Added+$26.8M
Biggest sellers in Q2 2026
- Bank of America Corp Trimmed-$95.2M
- Cornerstone Advisors, LLC Sold out-$52.6M
- Point72 Asset Management, L.P. Trimmed-$18.4M
- Ensign Peak Advisors, Inc Trimmed-$17.8M
- Morgan Stanley Trimmed-$11.9M
- Fiduciary Trust Co Trimmed-$10.4M
- D. E. Shaw & Co., Inc. Sold out-$7.4M
- Royal Bank of Canada Trimmed-$7.2M
- Guardian Partners Inc. Trimmed-$7.1M
- Horizon Investments, LLC Trimmed-$6.4M
The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $937M and sold $291M; 101 added and 91 trimmed.
Questions about KBWB ownership
- Who owns KBWB stock?
- 338 institutional investment managers reported KBWB positions in their Form 13F filings for Q2 2026, holding 55,190,958 shares worth $5.1B in total. JPMorgan Chase & Co reported the largest position.
- Are funds buying or selling KBWB?
- In Q2 2026, 63 managers opened new KBWB positions, 101 added, 91 trimmed and 31 sold out. Managers that filed in both quarters added a net 6,766,274 shares.
- How current is this KBWB institutional ownership data?
- It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to KBWB by CUSIP. Options are left out. KBWB news and filings · KBWB insider trades · Top funds