Filing Research | KEX - Kirby Corp Institutional Holdings

Snapshot holdings

50 / 82 loaded

#		Instrument	quantity
1	CONGRESS ASSET MANAGEMENT CO	Shares	703.7KSH	$95.7M
2	Assenagon Asset Management S.A.	Shares	270.4KSH	$36.8M
3	DAVENPORT & Co LLC	Shares	179.5KSH	$24.4M
4	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	108.7KSH	$14.8M
5	TECTONIC ADVISORS LLC	Shares	65.9KSH	$9.0M
6	EverSource Wealth Advisors, LLC	Shares	52.1KSH	$7.1M
7	Skylands Capital, LLC	Shares	35.0KSH	$4.8M
8	Police & Firemen's Retirement System of New Jersey	Shares	23.8KSH	$3.2M
9	Y-Intercept (Hong Kong) Ltd	Shares	21.2KSH	$2.9M
10	Crossmark Global Holdings, Inc.	Shares	20.0KSH	$2.7M
11	Louisiana State Employees Retirement System	Shares	15.7KSH	$2.1M
12	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	15.0KSH	$2.0M
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	13.7KSH	$2.0M
14	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	12.8KSH	$1.7M
15	WASHINGTON CAPITAL MANAGEMENT, INC	Shares	10.2KSH	$1.4M
16	BENJAMIN EDWARDS INC	Shares	6.3KSH	$860.1K
17	J.W. COLE ADVISORS, INC.	Shares	6.2KSH	$848.7K
18	BURNEY CO/	Shares	5.7KSH	$776.4K
19	EXCHANGE TRADED CONCEPTS, LLC	Shares	5.0KSH	$681.9K
20	Central Pacific Bank - Trust Division	Shares	4.9KSH	$664.5K
21	Sequoia Financial Advisors, LLC	Shares	4.7KSH	$636.2K
22	Portside Wealth Group, LLC	Shares	4.2KSH	$575.7K
23	SECURIAN ASSET MANAGEMENT, INC	Shares	3.9KSH	$568.0K
24	Norman Fields, Gottscho Capital Management, LLC	Shares	4.0KSH	$543.9K
25	Merit Financial Group, LLC	Shares	3.2KSH	$439.5K
26	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	2.9KSH	$401.0K
27	Sivia Capital Partners, LLC	Shares	2.9KSH	$396.9K
28	CoreCap Advisors, LLC	Shares	2.7KSH	$369.6K
29	GATEWAY INVESTMENT ADVISERS LLC	Shares	2.5KSH	$343.5K
30	Fractal Investments LLC	Shares	2.2KSH	$299.1K
31	Counterpoint Mutual Funds LLC	Shares	2.1KSH	$284.9K
32	Optas, LLC	Shares	2.0KSH	$275.1K
33	Fifth Third Wealth Advisors LLC	Shares	1.9KSH	$258.6K
34	Sowell Financial Services LLC	Shares	1.8KSH	$243.5K
35	Cadent Capital Advisors, LLC	Shares	1.6KSH	$217.8K
36	OLD NATIONAL BANCORP /IN/	Shares	1.5KSH	$206.0K
37	SWMG, LLC	Shares	1.4KSH	$202.9K
38	GAMMA Investing LLC	Shares	890SH	$121.0K
39	SIGNATUREFD, LLC	Shares	825SH	$112.2K
40	Farther Finance Advisors, LLC	Shares	619SH	$84.2K
41	LANARK FINANCIAL, INC.	Shares	548SH	$74.5K
42	Bogart Wealth, LLC	Shares	322SH	$43.8K
43	FIRST HORIZON CORP	Shares	271SH	$36.8K
44	Versant Capital Management, Inc	Shares	245SH	$33.3K
45	Richardson Capital Management LLC	Shares	225SH	$30.6K
46	MassMutual Private Wealth & Trust, FSB	Shares	200SH	$27.2K
47	True Wealth Design, LLC	Shares	181SH	$24.6K
48	IFP Advisors, Inc	Shares	169SH	$23.0K
49	Blue Trust, Inc.	Shares	136SH	$18.5K
50	Crewe Advisors LLC	Shares	118SH	$16.0K

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

50 / 85 loaded

#		Instrument
1	CONGRESS ASSET MANAGEMENT CO added	Shares	+78.2K	+$12.6M	$95.7M
2	Y-Intercept (Hong Kong) Ltd new	Shares	+21.2K	+$2.9M	$2.9M
3	Crossmark Global Holdings, Inc. added	Shares	+16.5K	+$2.3M	$2.7M
4	PEREGRINE CAPITAL MANAGEMENT LLC added	Shares	+5.6K	+$1.1M	$14.8M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+5.5K	+$850.3K	$2.0M
6	J.W. COLE ADVISORS, INC. new	Shares	+6.2K	+$848.7K	$848.7K
7	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+3.3K	+$453.1K	$681.9K
8	GATEWAY INVESTMENT ADVISERS LLC new	Shares	+2.5K	+$343.5K	$343.5K
9	CoreCap Advisors, LLC added	Shares	+2.4K	+$330.5K	$369.6K
10	Fractal Investments LLC new	Shares	+2.2K	+$299.1K	$299.1K
11	Counterpoint Mutual Funds LLC new	Shares	+2.1K	+$284.9K	$284.9K
12	Police & Firemen's Retirement System of New Jersey added	Shares	+1.3K	+$243.3K	$3.2M
13	OLD NATIONAL BANCORP /IN/ new	Shares	+1.5K	+$206.0K	$206.0K
14	EverSource Wealth Advisors, LLC trimmed	Shares	-66	+$152.2K	$7.1M
15	Merit Financial Group, LLC added	Shares	+996	+$142.3K	$439.5K
16	Sequoia Financial Advisors, LLC added	Shares	+357	+$61.9K	$636.2K
17	Louisiana State Employees Retirement System unchanged	Shares	0	+$48.5K	$2.1M
18	SECURIAN ASSET MANAGEMENT, INC unchanged	Shares	0	+$44.4K	$568.0K
19	Farther Finance Advisors, LLC added	Shares	+270	+$37.2K	$84.2K
20	GAMMA Investing LLC added	Shares	+227	+$32.9K	$121.0K
21	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+89	+$20.9K	$401.0K
22	Sowell Financial Services LLC added	Shares	+111	+$20.3K	$243.5K
23	Portside Wealth Group, LLC added	Shares	+36	+$17.9K	$575.7K
24	True Wealth Design, LLC added	Shares	+113	+$15.6K	$24.6K
25	Central Pacific Bank - Trust Division unchanged	Shares	0	+$15.1K	$664.5K
26	Norman Fields, Gottscho Capital Management, LLC unchanged	Shares	0	+$12.4K	$543.9K
27	IFP Advisors, Inc added	Shares	+69	+$9.7K	$23.0K
28	Sivia Capital Partners, LLC unchanged	Shares	0	+$9.0K	$396.9K
29	Crewe Advisors LLC added	Shares	+56	+$7.8K	$16.0K
30	SJS Investment Consulting Inc. added	Shares	+41	+$5.7K	$9.0K
31	Optas, LLC trimmed	Shares	-5	+$5.6K	$275.1K
32	Cadent Capital Advisors, LLC unchanged	Shares	0	+$5.0K	$217.8K
33	BURNEY CO/ trimmed	Shares	-100	+$4.4K	$776.4K
34	Fifth Third Wealth Advisors LLC trimmed	Shares	-15	+$3.9K	$258.6K
35	Wealth Enhancement Trust Services, Inc. new	Shares	+28	+$3.8K	$3.8K
36	WEST PACES ADVISORS INC. new	Shares	+23	+$3.1K	$3.1K
37	Valued Wealth Advisors LLC new	Shares	+22	+$3.0K	$3.0K
38	Premier Fund Managers Ltd added	Shares	+20.1K	+$3.0K	$12.0K
39	Creative Capital Management Investments LLC new	Shares	+20	+$2.7K	$2.7K
40	ELEVATION WEALTH PARTNERS, LLC new	Shares	+16	+$2.2K	$2.2K
41	Versant Capital Management, Inc added	Shares	+5	+$1.4K	$33.3K
42	Cromwell Holdings LLC added	Shares	+7	+$977	$2.0K
43	Richardson Capital Management LLC unchanged	Shares	0	+$695	$30.6K
44	Fortitude Family Office, LLC added	Shares	+4	+$665	$5.8K
45	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$618	$27.2K
46	LRI Investments, LLC new	Shares	+4	+$544	$544
47	Blue Trust, Inc. unchanged	Shares	0	+$421	$18.5K
48	Hughes Financial Services, LLC added	Shares	+3	+$411	$544
49	Activest Wealth Management new	Shares	+3	+$408	$408
50	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	+$225	$9.9K

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