Kirby Ownership | Who Owns Kirby?
Kirby Ownership Summary
Kirby is owned by 95.24% institutional investors, 0.91% insiders, and 3.85% retail investors. Vanguard group is the largest institutional shareholder, holding 10.31% of KEX shares. Neuberger Berman Genesis Inv is the top mutual fund, with 3.25% of its assets in Kirby shares.
KEX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Kirby | 95.24% | 0.91% | 3.85% |
| Sector | Industrials Stocks | 62.82% | 10.55% | 26.63% |
| Industry | Marine Shipping Stocks | 33.13% | 20.41% | 46.46% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 6.03M | 10.31% | $721.62M |
| Blackrock | 4.98M | 8.52% | $596.38M |
| Neuberger berman group | 3.42M | 5.85% | $409.51M |
| Morgan stanley | 2.80M | 4.79% | $335.31M |
| Dimensional fund advisors lp | 2.69M | 4.60% | $321.89M |
| Wellington management group llp | 1.74M | 2.97% | $207.91M |
| King luther capital management | 1.68M | 2.88% | $201.73M |
| State street | 1.66M | 2.83% | $198.18M |
| Fil | 1.65M | 2.81% | $197.03M |
| Jennison associates | 1.33M | 2.27% | $158.99M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| 12th street asset management company | 297.08K | 6.49% | $35.57M |
| Encompass capital advisors | 887.38K | 5.74% | $106.25M |
| Vela investment management | 118.79K | 4.42% | $14.22M |
| Park west asset management | 499.88K | 4.38% | $59.85M |
| Lathrop investment management | 162.38K | 3.80% | $19.44M |
| Muhlenkamp | 96.95K | 3.62% | $11.61M |
| Pullen investment management | 23.41K | 2.32% | $2.80M |
| American assets capital advisers | 57.62K | 2.18% | $6.90M |
| Hood river capital management | 812.28K | 2.02% | $97.25M |
| Sapience investments | 32.60K | 1.99% | $3.90M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Alliancebernstein | 1.10M | 0.05% | 1.02M |
| Norges bank | 687.71K | 0.01% | 687.71K |
| Select equity group | 550.64K | 0.26% | 550.64K |
| Invesco | 632.89K | 0.02% | 416.01K |
| Fuller & thaler asset management | 303.42K | 0.16% | 303.42K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Morgan stanley | 2.80M | 0.03% | -1.36M |
| Arrowmark colorado | 767.64K | 1.10% | -583.59K |
| King luther capital management | 1.68M | 0.91% | -340.69K |
| Macquarie group | 922.29K | 0.13% | -265.54K |
| Scopus asset management | - | - | -250.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 687.71K | 0.01% | 687.71K | $82.34M |
| Select equity group | 550.64K | 0.26% | 550.64K | $65.93M |
| Fuller & thaler asset management | 303.42K | 0.16% | 303.42K | $36.33M |
| F/m investments | 118.47K | 0.51% | 118.47K | $14.18M |
| Spears abacus advisors | 101.72K | 0.25% | 101.72K | $12.18M |
Sold Out
| Holder | Change |
|---|---|
| Tfo-tdc | -3.00 |
| Cornerstone planning group | -5.00 |
| Delos wealth advisors | -8.00 |
| Innealta capital | -13.00 |
| Valley national advisers | -20.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 402 | -0.49% | 55,002,637 | -1.76% | 95 | 1.03% | 198 | -3.41% | 136 | - |
| Jun 30, 2024 | 401 | 20.78% | 55,980,961 | 0.00% | 95 | 1.04% | 203 | 25.31% | 136 | 21.43% |
| Mar 31, 2024 | 332 | 3.43% | 55,980,824 | -0.73% | 95 | 1.07% | 162 | 9.46% | 112 | -11.11% |
| Dec 31, 2023 | 321 | 2.56% | 56,391,644 | -1.12% | 94 | 1.03% | 148 | 11.28% | 126 | 5.88% |
| Sep 30, 2023 | 313 | 10.60% | 57,027,555 | -0.21% | 96 | 1.05% | 133 | 27.88% | 119 | -0.83% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Neuberger Berman Genesis Inv | 1.88M | 3.25% | -137.15K |
| iShares Core S&P Mid-Cap ETF | 1.86M | 3.24% | 3.66K |
| Vanguard Total Stock Mkt Idx Inv | 1.84M | 3.20% | -5.84K |
| Eaton Vance Atlanta Capital SMID-Cap I | 1.67M | 2.89% | - |
| Vanguard Explorer Inv | 1.54M | 2.65% | - |
| Vanguard Small Cap Index | 1.45M | 2.52% | 2.85K |
| Vanguard Small Cap Value Index Inv | 981.07K | 1.70% | -340.00 |
| Fidelity Greater Canada Sr F | 875.00K | 1.51% | -25.00K |
| Vanguard Institutional Extnd Mkt Idx Tr | 858.07K | 1.49% | -5.53K |
| DFA US Small Cap Value I | 711.11K | 1.23% | -6.42K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 25, 2024 | Waterman William M. | - | Sell | $5.21M |
| Nov 20, 2024 | STEWART RICHARD ROSS | - | Sell | $1.03M |
| Nov 12, 2024 | O'Neil Christian G. | President and COO | Sell | $1.96M |
| Nov 07, 2024 | DRAGG RONALD A | Vice President and Controller | Sell | $294.44K |
| Sep 19, 2024 | Husted Amy D. | Exec VP General Counsel & Sec | Sell | $361.02K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 4 |
| 2024 Q3 | - | 6 |
| 2024 Q2 | - | 10 |
| 2024 Q1 | - | 13 |
| 2023 Q4 | - | 4 |
KEX Ownership FAQ
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