Filing Research | KEY - KeyCorp Institutional Holdings

Snapshot holdings

50 / 231 loaded

#		Instrument	quantity
1	Ninety One UK Ltd	Shares	9.1MSH	$210.5M
2	Artemis Investment Management LLP	Shares	7.6MSH	$174.7M
3	Assenagon Asset Management S.A.	Shares	1.3MSH	$30.4M
4	Gradient Investments LLC	Shares	959.8KSH	$22.1M
5	SAPIENT CAPITAL LLC	Shares	792.3KSH	$18.3M
6	FIRST CITIZENS BANK & TRUST CO	Shares	551.5KSH	$12.7M
7	Envestnet Portfolio Solutions, Inc.	Shares	520.4KSH	$12.0M
8	Swedbank AB	Shares	513.0KSH	$11.8M
9	Asset Advisory Group, Inc.	Shares	479.1KSH	$11.0M
10	Ninety One SA (PTY) Ltd	Shares	438.7KSH	$10.1M
11	ASR Vermogensbeheer N.V.	Shares	323.9KSH	$7.5M
12	LBP AM SA	Shares	280.1KSH	$6.5M
13	Czech National Bank	Shares	262.3KSH	$6.0M
14	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	266.9KSH	$5.9M
15	Y-Intercept (Hong Kong) Ltd	Shares	252.1KSH	$5.8M
16	QRG CAPITAL MANAGEMENT, INC.	Shares	250.8KSH	$5.8M
17	IFM Investors Pty Ltd	Shares	247.0KSH	$5.7M
18	ABC ARBITRAGE SA	Shares	220.4KSH	$5.1M
19	Mirae Asset Global Investments Co., Ltd.	Shares	205.8KSH	$4.7M
20	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	203.6KSH	$4.7M
21	Wealthcare Advisory Partners LLC	Shares	187.7KSH	$4.3M
22	PensionDanmark Pensionsforsikringsaktieselskab	Shares	183.8KSH	$4.2M
23	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	160.5KSH	$3.7M
24	D.A. DAVIDSON & CO.	Shares	155.9KSH	$3.6M
25	Police & Firemen's Retirement System of New Jersey	Shares	138.6KSH	$3.2M
26	Sequoia Financial Advisors, LLC	Shares	135.3KSH	$3.1M
27	CAISSE DES DEPOTS ET CONSIGNATIONS	Shares	135.3KSH	$3.1M
28	Ninety One North America, Inc.	Shares	127.5KSH	$2.9M
29	Merit Financial Group, LLC	Shares	119.0KSH	$2.7M
30	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	112.8KSH	$2.6M
31	Morningstar Investment Management LLC	Shares	120.6KSH	$2.4M
32	MFG WEALTH MANAGEMENT, INC.	Shares	100.6KSH	$2.3M
33	Avanza Fonder AB	Shares	97.1KSH	$2.2M
34	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	96.3KSH	$2.2M
35	SVB WEALTH LLC	Shares	93.8KSH	$2.2M
36	Palouse Capital Management, Inc.	Shares	84.4KSH	$1.9M
37	Curated Wealth Partners LLC	Shares	101.0KSH	$1.9M
38	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	69.4KSH	$1.6M
39	Bank & Trust Co	Shares	68.6KSH	$1.6M
40	Pine Valley Investments Ltd Liability Co	Shares	66.7KSH	$1.5M
41	Apollon Wealth Management, LLC	Shares	65.8KSH	$1.5M
42	Oak Thistle LLC	Shares	65.1KSH	$1.5M
43	EQUITABLE TRUST CO	Shares	62.6KSH	$1.4M
44	Sivia Capital Partners, LLC	Shares	62.5KSH	$1.4M
45	HENNESSY ADVISORS INC	Shares	62.0KSH	$1.4M
46	Farther Finance Advisors, LLC	Shares	61.5KSH	$1.4M
47	TRUE Private Wealth Advisors	Shares	60.2KSH	$1.4M
48	Register Financial Advisors LLC	Shares	58.4KSH	$1.3M
49	Harrington Investments, INC	Shares	56.2KSH	$1.3M
50	Crossmark Global Holdings, Inc.	Shares	55.0KSH	$1.3M

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

50 / 244 loaded

#		Instrument
1	Artemis Investment Management LLP added	Shares	+3.7M	+$96.4M	$174.7M
2	Ninety One UK Ltd trimmed	Shares	-470.5K	+$18.0M	$210.5M
3	FIRST CITIZENS BANK & TRUST CO new	Shares	+551.5K	+$12.7M	$12.7M
4	Envestnet Portfolio Solutions, Inc. new	Shares	+520.4K	+$12.0M	$12.0M
5	ASR Vermogensbeheer N.V. added	Shares	+242.5K	+$5.8M	$7.5M
6	QRG CAPITAL MANAGEMENT, INC. new	Shares	+250.8K	+$5.8M	$5.8M
7	Y-Intercept (Hong Kong) Ltd added	Shares	+211.2K	+$5.0M	$5.8M
8	ABC ARBITRAGE SA added	Shares	+202.4K	+$4.7M	$5.1M
9	Gradient Investments LLC added	Shares	+9.5K	+$3.1M	$22.1M
10	SVB WEALTH LLC new	Shares	+93.8K	+$2.2M	$2.2M
11	SAPIENT CAPITAL LLC trimmed	Shares	-16.1K	+$2.1M	$18.3M
12	Curated Wealth Partners LLC new	Shares	+101.0K	+$1.9M	$1.9M
13	Ninety One SA (PTY) Ltd added	Shares	+24.1K	+$1.9M	$10.1M
14	IFM Investors Pty Ltd added	Shares	+33.6K	+$1.4M	$5.7M
15	Asset Advisory Group, Inc. trimmed	Shares	-1.1K	+$1.4M	$11.0M
16	Swedbank AB trimmed	Shares	-18.2K	+$1.2M	$11.8M
17	D.A. DAVIDSON & CO. added	Shares	+27.1K	+$1.0M	$3.6M
18	Sequoia Financial Advisors, LLC added	Shares	+26.5K	+$937.5K	$3.1M
19	Czech National Bank added	Shares	+7.1K	+$929.7K	$6.0M
20	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+11.8K	+$900.5K	$5.9M
21	Fideuram Asset Management (Ireland) dac new	Shares	+33.2K	+$763.4K	$763.4K
22	Mirae Asset Global Investments Co., Ltd. added	Shares	+3.8K	+$693.3K	$4.7M
23	Oak Thistle LLC added	Shares	+23.5K	+$665.9K	$1.5M
24	Wealthcare Advisory Partners LLC added	Shares	+3.3K	+$629.2K	$4.3M
25	SALZHAUER MICHAEL new	CALL	+160.4K	+$617.6K	$617.6K
26	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+3.2K	+$616.0K	$4.2M
27	MEITAV INVESTMENT HOUSE LTD new	Shares	+22.8K	+$525.7K	$525.7K
28	Merit Financial Group, LLC added	Shares	+6.3K	+$484.3K	$2.7M
29	Farther Finance Advisors, LLC added	Shares	+14.2K	+$456.9K	$1.4M
30	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+14.1K	+$414.9K	$1.0M
31	Sivia Capital Partners, LLC added	Shares	+11.2K	+$411.7K	$1.4M
32	Ninety One North America, Inc. unchanged	Shares	0	+$382.4K	$2.9M
33	Police & Firemen's Retirement System of New Jersey trimmed	Shares	-2.8K	+$359.5K	$3.2M
34	J.W. COLE ADVISORS, INC. new	Shares	+15.0K	+$345.6K	$345.6K
35	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-14.7K	+$315.5K	$4.7M
36	New England Research & Management, Inc. added	Shares	+10.0K	+$301.7K	$781.4K
37	OLD NATIONAL BANCORP /IN/ new	Shares	+13.0K	+$298.7K	$298.7K
38	Avanza Fonder AB unchanged	Shares	0	+$291.2K	$2.2M
39	Apollon Wealth Management, LLC added	Shares	+3.6K	+$269.8K	$1.5M
40	Avior Wealth Management, LLC added	Shares	+6.4K	+$252.5K	$955.8K
41	Portside Wealth Group, LLC new	Shares	+10.8K	+$249.0K	$249.0K
42	SUMMITRY LLC new	Shares	+10.7K	+$247.4K	$247.4K
43	Register Financial Advisors LLC added	Shares	+3.0K	+$235.9K	$1.3M
44	GAMMA Investing LLC added	Shares	+4.1K	+$234.6K	$1.2M
45	Pine Valley Investments Ltd Liability Co added	Shares	+1.6K	+$233.1K	$1.5M
46	GREENLEAF TRUST new	Shares	+10.0K	+$230.2K	$230.2K
47	Baader Bank Aktiengesellschaft added	Shares	+7.0K	+$230.1K	$694.9K
48	FIRST MERCHANTS CORP new	Shares	+9.9K	+$228.1K	$228.1K
49	FUKOKU MUTUAL LIFE INSURANCE CO new	Shares	+9.5K	+$219.9K	$219.9K
50	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+529	+$218.9K	$1.6M

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