Filing Research | KBH - KB HOME Institutional Holdings

Snapshot holdings

50 / 62 loaded

#		Instrument	quantity
1	SALEM INVESTMENT COUNSELORS INC	Shares	135.0KSH	$8.4M
2	Swedbank AB	Shares	77.5KSH	$4.9M
3	Gradient Investments LLC	Shares	26.0KSH	$1.6M
4	Generali Investments CEE, investicni spolecnost, a.s.	Shares	25.5KSH	$1.6M
5	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	19.0KSH	$1.2M
6	Louisiana State Employees Retirement System	Shares	18.3KSH	$1.1M
7	Police & Firemen's Retirement System of New Jersey	Shares	18.1KSH	$1.1M
8	Ballentine Partners, LLC	Shares	17.3KSH	$1.1M
9	Falcon Wealth Planning	Shares	16.7KSH	$1.0M
10	Sequoia Financial Advisors, LLC	Shares	15.6KSH	$974.0K
11	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	15.0KSH	$938.7K
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	11.2KSH	$630.5K
13	CREDIT INDUSTRIEL ET COMMERCIAL	PUT	9.4KSH	$588.3K
14	SIGNATUREFD, LLC	Shares	9.2KSH	$574.0K
15	Abacus Wealth Partners, LLC	Shares	8.4KSH	$525.5K
16	QRG CAPITAL MANAGEMENT, INC.	Shares	7.4KSH	$466.0K
17	DOLIVER ADVISORS, LP	Shares	7.3KSH	$457.7K
18	Prospera Financial Services Inc	Shares	6.9KSH	$429.8K
19	LANARK FINANCIAL, INC.	Shares	5.9KSH	$370.4K
20	Optas, LLC	Shares	5.5KSH	$345.7K
21	Crossmark Global Holdings, Inc.	Shares	4.8KSH	$303.2K
22	SECURIAN ASSET MANAGEMENT, INC	Shares	4.6KSH	$259.1K
23	Hennion & Walsh Asset Management, Inc.	Shares	3.7KSH	$230.7K
24	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	3.3KSH	$205.6K
25	TITLEIST ASSET MANAGEMENT, LLC	Shares	3.3KSH	$203.7K
26	CREDIT INDUSTRIEL ET COMMERCIAL	Shares	3.2KSH	$202.2K
27	Farther Finance Advisors, LLC	Shares	2.1KSH	$131.9K
28	GAMMA Investing LLC	Shares	2.0KSH	$122.4K
29	Blue Trust, Inc.	Shares	1.8KSH	$113.8K
30	Versant Capital Management, Inc	Shares	1.3KSH	$79.2K
31	Curated Wealth Partners LLC	Shares	66.9KSH	$76.3K
32	Aventura Private Wealth, LLC	Shares	818SH	$51.2K
33	Sachetta, LLC	Shares	660SH	$41.3K
34	Strategic Investment Solutions, Inc. /IL	Shares	500SH	$31.3K
35	EASTERN BANK	Shares	420SH	$26.3K
36	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	400SH	$25.0K
37	EverSource Wealth Advisors, LLC	Shares	395SH	$24.7K
38	FIRST HORIZON CORP	Shares	277SH	$17.3K
39	GHP Investment Advisors, Inc.	Shares	270SH	$16.9K
40	AdvisorNet Financial, Inc	Shares	270SH	$16.9K
41	SJS Investment Consulting Inc.	Shares	202SH	$12.6K
42	Quest 10 Wealth Builders, Inc.	Shares	200SH	$12.5K
43	MassMutual Private Wealth & Trust, FSB	Shares	163SH	$10.2K
44	IFP Advisors, Inc	Shares	149SH	$9.3K
45	Triumph Capital Management	Shares	100SH	$6.3K
46	FARMERS & MERCHANTS INVESTMENTS INC	Shares	60SH	$3.8K
47	JFS WEALTH ADVISORS, LLC	Shares	58SH	$3.6K
48	Torren Management, LLC	Shares	56SH	$3.5K
49	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	53.8KSH	$3.4K
50	Marquette Asset Management, LLC	Shares	28SH	$1.8K

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Manager changes2026-06-30 vs 2026-03-31

50 / 73 loaded

#		Instrument
1	SALEM INVESTMENT COUNSELORS INC trimmed	Shares	-1.7K	+$1.4M	$8.4M
2	Swedbank AB unchanged	Shares	0	+$840.4K	$4.9M
3	Optas, LLC new	Shares	+5.5K	+$345.7K	$345.7K
4	Ballentine Partners, LLC added	Shares	+1.6K	+$271.4K	$1.1M
5	Police & Firemen's Retirement System of New Jersey added	Shares	+1.1K	+$253.0K	$1.1M
6	Hennion & Walsh Asset Management, Inc. new	Shares	+3.7K	+$230.7K	$230.7K
7	EVERGREEN CAPITAL MANAGEMENT LLC new	Shares	+3.3K	+$205.6K	$205.6K
8	Louisiana State Employees Retirement System unchanged	Shares	0	+$198.4K	$1.1M
9	Falcon Wealth Planning unchanged	Shares	0	+$180.6K	$1.0M
10	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-1.1K	+$146.5K	$1.2M
11	SIGNATUREFD, LLC added	Shares	+676	+$134.4K	$574.0K
12	Generali Investments CEE, investicni spolecnost, a.s. trimmed	Shares	-3.0K	+$121.2K	$1.6M
13	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-831	+$119.6K	$938.7K
14	LANARK FINANCIAL, INC. added	Shares	+1.0K	+$116.2K	$370.4K
15	CREDIT INDUSTRIEL ET COMMERCIAL unchanged	PUT	0	+$101.9K	$588.3K
16	QRG CAPITAL MANAGEMENT, INC. added	Shares	+252	+$93.7K	$466.0K
17	DOLIVER ADVISORS, LP trimmed	Shares	-35	+$77.5K	$457.7K
18	Curated Wealth Partners LLC new	Shares	+66.9K	+$76.3K	$76.3K
19	Prospera Financial Services Inc trimmed	Shares	-1	+$74.4K	$429.8K
20	Crossmark Global Holdings, Inc. unchanged	Shares	0	+$52.5K	$303.2K
21	Blue Trust, Inc. added	Shares	+317	+$36.1K	$113.8K
22	EASTERN BANK new	Shares	+420	+$26.3K	$26.3K
23	BARTLETT & CO. WEALTH MANAGEMENT LLC new	Shares	+400	+$25.0K	$25.0K
24	Farther Finance Advisors, LLC trimmed	Shares	-64	+$20.7K	$131.9K
25	SECURIAN ASSET MANAGEMENT, INC unchanged	Shares	0	+$20.1K	$259.1K
26	SJS Investment Consulting Inc. added	Shares	+184	+$11.7K	$12.6K
27	Aventura Private Wealth, LLC unchanged	Shares	0	+$8.9K	$51.2K
28	Versant Capital Management, Inc trimmed	Shares	-144	+$6.3K	$79.2K
29	Strategic Investment Solutions, Inc. /IL unchanged	Shares	0	+$5.4K	$31.3K
30	GHP Investment Advisors, Inc. added	Shares	+5	+$3.2K	$16.9K
31	AdvisorNet Financial, Inc trimmed	Shares	-2	+$2.8K	$16.9K
32	Quest 10 Wealth Builders, Inc. unchanged	Shares	0	+$2.2K	$12.5K
33	Marquette Asset Management, LLC new	Shares	+28	+$1.8K	$1.8K
34	Valued Wealth Advisors LLC new	Shares	+18	+$1.1K	$1.1K
35	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new	Shares	+18	+$1.1K	$1.1K
36	Triumph Capital Management unchanged	Shares	0	+$1.1K	$6.3K
37	CoreCap Advisors, LLC new	Shares	+14	+$876	$876
38	Physician Wealth Advisors, Inc. new	Shares	+12	+$752	$752
39	Bogart Wealth, LLC new	Shares	+12	+$751	$751
40	FIRST HORIZON CORP trimmed	Shares	-45	+$673	$17.3K
41	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$650	$3.8K
42	Torren Management, LLC unchanged	Shares	0	+$615	$3.5K
43	JFS WEALTH ADVISORS, LLC trimmed	Shares	-2	+$526	$3.6K
44	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-4.8K	+$335	$3.4K
45	Sachetta, LLC trimmed	Shares	-132	+$324	$41.3K
46	AMALGAMATED BANK trimmed	Shares	-748	+$250	$1.7K
47	Handelsbanken Fonder AB unchanged	Shares	0	+$185	$1.1K
48	SBI Securities Co., Ltd. unchanged	Shares	0	+$108	$626
49	State of Alaska, Department of Revenue trimmed	Shares	-345	+$94	$645
50	IFP Advisors, Inc trimmed	Shares	-31	+$11	$9.3K

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