Filing Research | KBR - KBR INC Institutional Holdings

Snapshot holdings

50 / 62 loaded

#		Instrument	quantity
1	BFSG, LLC	Shares	130.4KSH	$4.5M
2	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	117.9KSH	$4.1M
3	Assenagon Asset Management S.A.	Shares	75.7KSH	$2.6M
4	ARDSLEY ADVISORY PARTNERS LP	Shares	75.0KSH	$2.6M
5	Police & Firemen's Retirement System of New Jersey	Shares	58.3KSH	$2.0M
6	D.A. DAVIDSON & CO.	Shares	54.0KSH	$1.9M
7	Louisiana State Employees Retirement System	Shares	37.1KSH	$1.3M
8	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	31.3KSH	$1.1M
9	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	30.4KSH	$1.0M
10	Diversified Trust Co	Shares	19.9KSH	$688.1K
11	Vest Financial, LLC	Shares	18.2KSH	$628.2K
12	Steadtrust LLC	Shares	13.0KSH	$448.9K
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	11.6KSH	$410.0K
14	Crossmark Global Holdings, Inc.	Shares	11.8KSH	$408.0K
15	Oak Thistle LLC	Shares	11.2KSH	$386.8K
16	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	10.9KSH	$377.2K
17	EQUITABLE TRUST CO	Shares	10.5KSH	$363.7K
18	SECURIAN ASSET MANAGEMENT, INC	Shares	9.4KSH	$328.3K
19	Linden Thomas Advisory Services, LLC	Shares	7.2KSH	$249.1K
20	GAMMA Investing LLC	Shares	2.8KSH	$95.3K
21	IFP Advisors, Inc	Shares	2.4KSH	$84.3K
22	Farther Finance Advisors, LLC	Shares	1.1KSH	$36.5K
23	EASTERN BANK	Shares	1.0KSH	$34.5K
24	Versant Capital Management, Inc	Shares	989SH	$34.1K
25	SIGNATUREFD, LLC	Shares	743SH	$25.7K
26	FIRST HORIZON CORP	Shares	634SH	$21.9K
27	Blue Trust, Inc.	Shares	465SH	$16.1K
28	FINANCIAL CONSULATE, INC	Shares	393SH	$13.6K
29	EverSource Wealth Advisors, LLC	Shares	274SH	$9.5K
30	AdvisorNet Financial, Inc	Shares	244SH	$8.4K
31	Owl Creek Wealth Partners LLC	Shares	240SH	$8.3K
32	CoreCap Advisors, LLC	Shares	212SH	$7.3K
33	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	139.2KSH	$4.8K
34	SBI Securities Co., Ltd.	Shares	135SH	$4.7K
35	FARMERS & MERCHANTS INVESTMENTS INC	Shares	116SH	$4.0K
36	AMERICAN NATIONAL BANK & TRUST	Shares	116SH	$4.0K
37	MassMutual Private Wealth & Trust, FSB	Shares	114SH	$3.9K
38	SJS Investment Consulting Inc.	Shares	102SH	$3.5K
39	SOA Wealth Advisors, LLC.	Shares	90SH	$3.1K
40	Torren Management, LLC	Shares	88SH	$3.0K
41	Bogart Wealth, LLC	Shares	67SH	$2.3K
42	AMALGAMATED BANK	Shares	56.1KSH	$1.9K
43	JFS WEALTH ADVISORS, LLC	Shares	39SH	$1.4K
44	Aventura Private Wealth, LLC	Shares	39SH	$1.3K
45	Cromwell Holdings LLC	Shares	32SH	$1.1K
46	Ares Financial Consulting, LLC	Shares	27SH	$932
47	Fortitude Family Office, LLC	Shares	25SH	$863
48	Sachetta, LLC	Shares	23SH	$795
49	Financial Management Professionals, Inc.	Shares	21SH	$729
50	Creative Capital Management Investments LLC	Shares	20SH	$691

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

50 / 68 loaded

#		Instrument
1	Assenagon Asset Management S.A. new	Shares	+75.7K	+$2.6M	$2.6M
2	ARDSLEY ADVISORY PARTNERS LP new	Shares	+75.0K	+$2.6M	$2.6M
3	Steadtrust LLC new	Shares	+13.0K	+$448.9K	$448.9K
4	Oak Thistle LLC new	Shares	+11.2K	+$386.8K	$386.8K
5	EVERGREEN CAPITAL MANAGEMENT LLC new	Shares	+10.9K	+$377.2K	$377.2K
6	Vest Financial, LLC added	Shares	+9.6K	+$310.1K	$628.2K
7	GAMMA Investing LLC added	Shares	+2.3K	+$77.1K	$95.3K
8	D.A. DAVIDSON & CO. added	Shares	+5.1K	+$61.7K	$1.9M
9	Diversified Trust Co added	Shares	+2.9K	+$61.1K	$688.1K
10	WEDGE CAPITAL MANAGEMENT L L P/NC added	Shares	+8.0K	+$19.8K	$4.1M
11	Crossmark Global Holdings, Inc. added	Shares	+1.1K	+$12.7K	$408.0K
12	Farther Finance Advisors, LLC added	Shares	+396	+$11.7K	$36.5K
13	Owl Creek Wealth Partners LLC new	Shares	+240	+$8.3K	$8.3K
14	EverSource Wealth Advisors, LLC added	Shares	+112	+$3.5K	$9.5K
15	SJS Investment Consulting Inc. added	Shares	+91	+$3.1K	$3.5K
16	MassMutual Private Wealth & Trust, FSB added	Shares	+67	+$2.2K	$3.9K
17	Bogart Wealth, LLC added	Shares	+55	+$1.9K	$2.3K
18	CoreCap Advisors, LLC added	Shares	+41	+$1.0K	$7.3K
19	Creative Capital Management Investments LLC new	Shares	+20	+$691	$691
20	Cromwell Holdings LLC added	Shares	+16	+$514	$1.1K
21	LRI Investments, LLC new	Shares	+5	+$173	$173
22	Quaker Wealth Management, LLC new	Shares	+3	+$104	$104
23	KERR FINANCIAL PLANNING Corp added	Shares	+1	+$30	$208
24	SBI Securities Co., Ltd. added	Shares	+9	+$18	$4.7K
25	CX Institutional added	Shares	+1	$0	$7
26	Capital Advisors, Ltd. LLC unchanged	Shares	0	-$1	$13
27	Hughes Financial Services, LLC unchanged	Shares	0	-$2	$35
28	Raleigh Capital Management Inc. unchanged	Shares	0	-$2	$25
29	Trust Co unchanged	Shares	0	-$16	$242
30	State of Alaska, Department of Revenue trimmed	Shares	-280	-$39	$429
31	Financial Management Professionals, Inc. unchanged	Shares	0	-$49	$729
32	Ares Financial Consulting, LLC unchanged	Shares	0	-$81	$932
33	AMALGAMATED BANK trimmed	Shares	-1.3K	-$178	$1.9K
34	Vermillion Wealth Management, Inc. exited	Shares	-5	-$184	$0
35	Torren Management, LLC unchanged	Shares	0	-$201	$3.0K
36	DiNuzzo Private Wealth, Inc. trimmed	Shares	-5	-$207	$346
37	SOA Wealth Advisors, LLC. unchanged	Shares	0	-$209	$3.1K
38	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	-$271	$4.0K
39	Aventura Private Wealth, LLC trimmed	Shares	-5	-$275	$1.3K
40	JFS WEALTH ADVISORS, LLC trimmed	Shares	-11	-$496	$1.4K
41	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-4.7K	-$499	$4.8K
42	AMERICAN NATIONAL BANK & TRUST trimmed	Shares	-12	-$712	$4.0K
43	FINANCIAL CONSULATE, INC added	Shares	+3	-$805	$13.6K
44	Activest Wealth Management trimmed	Shares	-24	-$896	$173
45	Fortitude Family Office, LLC trimmed	Shares	-23	-$906	$863
46	AdvisorNet Financial, Inc trimmed	Shares	-12	-$1.0K	$8.4K
47	IFP Advisors, Inc added	Shares	+124	-$1.1K	$84.3K
48	FIRST HORIZON CORP unchanged	Shares	0	-$1.5K	$21.9K
49	Sachetta, LLC trimmed	Shares	-40	-$1.5K	$795
50	EASTERN BANK unchanged	Shares	0	-$2.3K	$34.5K

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