KB Financial Group

KB • XNYS

KB Financial Group is a publicly traded company on XNYS. As of Q3 2025, 248 institutional investors hold shares in this company, with total holdings valued at $1.6B. DIMENSIONAL FUND ADVISORS LP is the largest holder with a position valued at $216.4M.

Overview

Overview of institutional ownership in KB as of Q3 2025

All Institutions

Institutions: 248
Value Held: $1.6B
Shares Held: 18.9M
Avg Position: $6.3M
Median Position: $679.6K

Hedge Funds

Hedge Funds: 16
Value Held: $127.4M
Shares Held: 1.5M
Avg Position: $8.0M
Median Position: $2.1M

Biggest Investors

Institutions with the largest positions in KB as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$216.4M 0.05% of portfolio	0.00% 2.6M shares	Q1 2023 Held for 2y 8m	$466.32B
B BlackRock, Inc. Institution	-	$139.5M 0.00% of portfolio	0.00% 1.7M shares	Q4 2022 Held for 2y 11m	$5.67T
LAZARD ASSET MANAGEMENT LLC Long Only Manager	Evan Lawrence Russo CEO	$121.9M 0.16% of portfolio	0.00% 1.5M shares	Q3 2025 Held for 2 months	$74.1B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$86.1M 0.01% of portfolio	0.00% 1.0M shares	Q4 2022 Held for 2y 11m	$1.65T
NORTHERN TRUST CORP Institution	Michael G. O'Grady CEO	$79.3M 0.01% of portfolio	0.00% 956.4K shares	Q4 2022 Held for 2y 11m	$782.01B
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	Anthony Ryan CEO	$78.8M 0.05% of portfolio	0.00% 949.9K shares	Q3 2024 Held for 1y 2m	$158.92B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$73.1M 0.01% of portfolio	0.00% 882.3K shares	Q4 2022 Held for 2y 11m	$1.33T
A AMERICAN CENTURY COMPANIES INC Institution	-	$69.4M 0.04% of portfolio	0.00% 837.0K shares	Q4 2022 Held for 2y 11m	$195.93B
C Capital International Investors Institution	-	$62.7M 0.01% of portfolio	0.00% 757.2K shares	Q2 2023 Held for 2y 5m	$615.90B
Connor, Clark & Lunn Investment Management Ltd. Long Only Manager	John Wyatt Ricketts President	$53.2M 0.17% of portfolio	0.00% 641.8K shares	Q4 2022 Held for 2y 11m	$31.7B

Net Capital Flow

Institutional buying and selling activity for KB in Q3 2025

Traded: +$133.4M
Buyers: 152
Sellers: 97
Total Bought: +$210.3M
Total Sold: −$76.9M
Avg Position: $5.7M

Biggest Buyers

Institution	Net Bought	Current Position
LAZARD ASSET MANAGEMENT LLC Long Only Manager	+$121.9M +-83.5K shares	$121.9M 1.5M shares
A AMERICAN CENTURY COMPANIES INC Institution	+$7.1M +85.8K shares	$69.4M 837.0K shares
C Capital International Investors Institution	+$7.1M +85.2K shares	$62.7M 757.2K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	+$6.4M +77.0K shares	$14.2M 171.0K shares
Invesco Ltd. ETF Provider	+$4.6M +55.9K shares	$17.3M 208.9K shares
MORGAN STANLEY RIA/Wealth	+$4.4M +52.9K shares	$86.1M 1.0M shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$3.8M +45.4K shares	$4.4M 52.9K shares
Robeco Investment Management, Inc. Long Only Manager	+$3.7M +45.0K shares	$10.9M 131.8K shares
C Cubist Systematic Strategies, LLC Institution	+$3.5M +42.3K shares	$3.5M 42.3K shares
BANK OF AMERICA CORP /DE/ Institution	+$3.0M +36.7K shares	$73.1M 882.3K shares

Biggest Sellers

Institution	Net Sold	Current Position
Trinity Street Asset Management LLP Hedge Fund•Long/Short	−$21.8M −262.9K shares	$5.4M 65.7K shares
Connor, Clark & Lunn Investment Management Ltd. Long Only Manager	−$7.7M −93.2K shares	$53.2M 641.8K shares
Ramirez Asset Management, Inc. Long Only Manager	−$7.0M −84.1K shares	$18.3M 220.2K shares
C Capital Group Private Client Services, Inc. RIA/Wealth	−$6.0M −72.4K shares	$777.0K 9.4K shares
VANGUARD GROUP INC Institution	−$5.5M −66.4K shares	$25.0M 302.1K shares
Marshall Wace LLP Institution	−$3.8M −46.3K shares	$10.2M 122.5K shares
ALTRINSIC GLOBAL ADVISORS LLC Long Only Manager	−$2.3M −28.0K shares	$2.2M 26.8K shares
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$2.1M −25.3K shares	Sold Off 0 shares
VICTORY CAPITAL MANAGEMENT INC Long Only Manager	−$1.9M −22.4K shares	$3.8M 46.3K shares
A AXA Institution	−$1.6M −19.2K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited KB in Q3 2025

New Positions: 21
New Value: $124.1M
Exited Positions: 26
Exited Value: $8.0M

New Positions

Institution	Position Value
LAZARD ASSET MANAGEMENT LLC Long Only Manager	$121.9M 1.5M shares
Q Quadrature Capital Ltd Institution	$1.1M 12.8K shares
MML INVESTORS SERVICES, LLC RIA/Wealth	$355.3K 4.3K shares
HIGHLAND CAPITAL MANAGEMENT, LLC Long Only Manager	$281.9K 3.4K shares
Wealthstream Advisors, Inc. RIA/Wealth	$205.4K 2.5K shares
T TCG Advisory Services, LLC RIA/Wealth	$202.0K 2.4K shares
BARCLAYS PLC Institution	$32.3K 390.0 shares
Fairman Group, LLC RIA/Wealth	$8.5K 102.0 shares
PROFFITT & GOODSON INC RIA/Wealth	$7.4K 89.0 shares
R Rossby Financial, LCC RIA/Wealth	$5.3K 63.0 shares

Exited Positions

Institution	Previous Position
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	$2.1M 25.3K shares
A AXA Institution	$1.6M 19.2K shares
I Itau Unibanco Holding S.A. Institution	$1.3M 15.2K shares
R Raiffeisen Bank International AG Institution	$622.5K 7.7K shares
E Erste Asset Management GmbH Institution	$408.0K 5.0K shares
M&T BANK CORP Institution	$364.9K 4.4K shares
Eqis Capital Management, Inc. RIA/Wealth	$294.6K 3.6K shares
Strategic Global Advisors, LLC Long Only Manager	$283.3K 3.4K shares
Massey, Quick & Co., LLC RIA/Wealth	$258.6K 3.1K shares
JOHNSON INVESTMENT COUNSEL INC RIA/Wealth	$225.7K 2.7K shares

Options Activity

Institutions with the largest Call and Put options positions in KB as of Q3 2025

Call Positions: 5
Call Value: $5.0M
Put Positions: 3
Put Value: $1.1M

Call Positions

Institution	Position Value
H HSBC HOLDINGS PLC Institution	$2.2M 270.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$1.7M 208.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$1.1M 129.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	- - contracts
Walleye Trading LLC RIA/Wealth	- - contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$970.0K 117.0 contracts
Walleye Trading LLC RIA/Wealth	$149.2K 18.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	- - contracts

Most Committed Institutions

Institutions with KB as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Ramirez Asset Management, Inc. Long Only Manager	Jr Samuel Ramirez CEO	3.53% $18.3M	0.00% 220.2K shares	Q3 2023 Held for 2y 2m	$516.6M
Promethos Capital, LLC Private Equity	Wilfredo Igone Rodriguez CFO	2.73% $10.0M	0.00% 127.1K shares	Q4 2023 Held for 1y 11m	$364.5M
Henry James International Management Inc. Long Only Manager	James Henry O'Leary CEO	1.93% $5.2M	0.00% 63.1K shares	Q4 2022 Held for 2y 11m	$271.0M
ADVISORY RESEARCH INC Long Only Manager	Matthew Kent Swaim CEO	1.31% $10.0M	0.00% 120.5K shares	Q4 2022 Held for 2y 11m	$761.4M
TODD ASSET MANAGEMENT LLC Long Only Manager	Curtiss Miller Scott President	0.94% $46.4M	0.00% 560.0K shares	Q4 2022 Held for 2y 11m	$4.9B
Gilman Hill Asset Management, LLC RIA/Wealth	Jenny Vanleeuwen Harrington CEO	0.87% $5.6M	0.00% 68.0K shares	Q4 2022 Held for 2y 11m	$646.5M
Solstein Capital, LLC Hedge Fund•Value	Nadine F Terman CEO	0.57% $1.2M	0.00% 15.0K shares	Q4 2022 Held for 2y 11m	$218.5M
Trinity Street Asset Management LLP Hedge Fund•Long/Short	James Patrick Dunphy CFO	0.37% $5.4M	0.00% 65.7K shares	Q2 2023 Held for 2y 5m	$1.5B
G Generali Investments CEE, investicni spolecnost, a.s. Institution	-	0.29% $2.9M	0.00% 34.7K shares	Q4 2024 Held for 11 months	$983.3M
DELTEC ASSET MANAGEMENT LLC Hedge Fund•Distressed	Denise Grace Vitti Managing Partner	0.24% $1.5M	0.00% 17.5K shares	Q4 2022 Held for 2y 11m	$603.0M