Kingsway Financial Services Inc (KFS) Ownership

8.28 ↓0.17 (-2.01%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Stilwell Value LLC is the biggest individual institutional holder of Kingsway Financial Services Inc (KFS), owning a total of 6.7 million shares. Combined, the top 50 institutional holders of KFS own 55.06% of the company with a total of 15.2 million shares.

In the latest ownership report on December 31st 2024, the top 50 institutional holders increased their combined ownership of KFS by 1.2 million shares. 12 institutions bought 1,842,249 total additional shares and increased their ownership by an average of 66.19%. However 8 institutions sold 671,255 total shares and decreased their ownership by an average of 11.92%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Kingsway Financial Services increased by a net total of 1,170,994 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Stilwell Value LLC	24.333%	-8.532%	6,700,527	-625,000	2024-12-31
Mirabella Financial Services LLP	5.810%	0.000%	1,600,000	1,600,000	2024-12-31
Vanguard Group Inc	2.877%	7.088%	792,331	52,440	2024-12-31
BlackRock Inc	2.866%	1.181%	789,189	9,213	2024-12-31
Greenhaven Road Investment Management, L.P.	1.856%	0.347%	511,060	1,769	2024-12-31
Belpointe Asset Management LLC	1.496%	-0.627%	411,893	-2,600	2024-12-31
Geode Capital Management, LLC	1.255%	-0.488%	345,539	-1,696	2024-12-31
Bard Associates Inc	1.075%	2.758%	296,059	7,946	2024-12-31
Renaissance Technologies Corp	0.958%	-3.583%	263,715	-9,800	2024-12-31
State Street Corp	0.566%	2.938%	155,928	4,451	2024-12-31
Northern Trust Corp	0.515%	9.833%	141,751	12,691	2024-12-31
Annandale Capital, LLC	0.466%	0.000%	128,200	0	2024-12-31
Goldman Sachs Group Inc	0.334%	169.418%	92,036	57,875	2024-12-31
Dimensional Fund Advisors, Inc.	0.325%	14.489%	89,411	11,315	2024-12-31
Bridgeway Capital Management, LLC	0.178%	0.000%	49,000	49,000	2024-12-31
JPMorgan Chase & Co	0.169%	-18.290%	46,627	-10,437	2024-12-31
UBS Group AG	0.151%	586.146%	41,601	35,538	2024-12-31
Charles Schwab Investment Management Inc	0.131%	0.031%	36,084	11	2024-12-31
Morgan Stanley - Brokerage Accounts	0.113%	-16.461%	31,014	-6,111	2024-12-31
Bank of New York Mellon Corp	0.096%	-17.800%	26,309	-5,697	2024-12-31
Sequoia Financial Advisors LLC	0.086%	-29.594%	23,586	-9,914	2024-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Stilwell Value LLC	24.333%	-8.532%	6,700,527	-625,000	2024-12-31
Mirabella Financial Services LLP	5.810%	0.000%	1,600,000	1,600,000	2024-12-31
Wasatch Advisors Inc.	2.946%	14.631%	828,552	105,751	2023-12-31
Wasatch Advisors LP	2.967%	0.000%	828,552	0	2024-03-31
Vanguard Group Inc	2.877%	7.088%	792,331	52,440	2024-12-31
BlackRock Inc	2.866%	1.181%	789,189	9,213	2024-12-31
Greenhaven Road Investment Management, L.P.	1.856%	0.347%	511,060	1,769	2024-12-31
Belpointe Asset Management LLC	1.496%	-0.627%	411,893	-2,600	2024-12-31
Geode Capital Management, LLC	1.255%	-0.488%	345,539	-1,696	2024-12-31
Bard Associates Inc	1.075%	2.758%	296,059	7,946	2024-12-31
Renaissance Technologies Corp	0.958%	-3.583%	263,715	-9,800	2024-12-31
Swedbank AB	0.895%	0.000%	250,000	250,000	2024-03-31
State Street Corp	0.566%	2.938%	155,928	4,451	2024-12-31
Northern Trust Corp	0.515%	9.833%	141,751	12,691	2024-12-31
State Street Corporation	0.491%	1.211%	133,835	1,601	2024-03-31
Annandale Capital, LLC	0.466%	0.000%	128,200	0	2024-12-31
Goldman Sachs Group Inc	0.334%	169.418%	92,036	57,875	2024-12-31
Dimensional Fund Advisors, Inc.	0.325%	14.489%	89,411	11,315	2024-12-31
Millennium Management LLC	0.263%	452.849%	71,124	58,259	2023-03-31
EAM Investors, LLC	0.245%	-62.071%	67,270	-110,088	2023-06-30
STRS OHIO	0.198%	-6.914%	55,200	-4,100	2024-03-31
First Trust Advisors L.P.	0.200%	-2.148%	54,129	-1,188	2024-06-30
Susquehanna International Group, LLP	0.195%	163.562%	49,547	30,748	2023-03-31
Bridgeway Capital Management, LLC	0.178%	0.000%	49,000	49,000	2024-12-31
JPMorgan Chase & Co	0.169%	-18.290%	46,627	-10,437	2024-12-31
UBS Group AG	0.151%	586.146%	41,601	35,538	2024-12-31
Charles Schwab Investment Management Inc	0.131%	0.031%	36,084	11	2024-12-31
Zeke Capital Advisors, LLC	0.127%	-12.987%	33,500	-5,000	2022-12-31
Morgan Stanley - Brokerage Accounts	0.113%	-16.461%	31,014	-6,111	2024-12-31
O'Shaughnessy Asset Management LLC	0.099%	-25.336%	27,766	-9,422	2023-12-31
Bank of New York Mellon Corp	0.096%	-17.800%	26,309	-5,697	2024-12-31
Sequoia Financial Advisors LLC	0.086%	-29.594%	23,586	-9,914	2024-12-31
Citadel Advisors Llc	0.075%	0.000%	21,095	21,095	2023-09-30
683 Capital Management LLC	0.072%	0.000%	19,000	19,000	2023-03-31
Barclays PLC	0.066%	325.454%	18,269	13,975	2024-09-30
Marshall Wace Asset Management Ltd	0.065%	0.000%	17,697	17,697	2023-06-30
Jane Street Group LLC	0.063%	0.000%	17,414	17,414	2024-06-30
JANE STREET GROUP, LLC	0.063%	0.000%	17,414	17,414	2024-06-30
Comprehensive Portfolio Management, LLC	0.064%	-18.249%	17,399	-3,884	2023-09-30
Advisor Group Holdings, Inc.	0.064%	0.000%	17,200	0	2023-03-31
Nuveen Asset Management, LLC	0.056%	0.000%	15,529	0	2024-09-30
HHG PLC	0.052%	0.000%	14,185	14,185	2024-06-30
BOOTHBAY FUND MANAGEMENT, LLC	0.049%	0.000%	12,779	12,779	2023-03-31
HRT FINANCIAL LLC	0.048%	0.000%	11,135	11,135	2022-09-30
Citigroup Inc	0.017%	0.000%	4,288	4,288	2022-12-31
Royal Bank of Canada	0.010%	241.088%	2,507	1,772	2022-12-31
Tower Research Capital LLC	0.007%	92.457%	1,786	858	2022-12-31
1832 Asset Management L.P	0.004%	0.000%	1,000	1,000	2022-09-30
Wells Fargo & Co	0.000%	2.885%	107	3	2022-12-31
SIMPLEX TRADING, LLC	0.000%	-100.000%	0	-190	2022-06-30

Mutual Fund Ownership

Abacus Value Capital Fund AGmvK is the biggest individual fund holder of Kingsway Financial Services Inc (KFS), owning a total of 780 thousand shares. Combined, the top 61 mutual fund holders of KFS own 20.73% of the company with a total of 5.7 million shares.

In the latest ownership report on March 31st 2025, the top 61 fund holders increased their combined ownership of KFS by 78 thousand shares. 4 funds bought 81,536 total additional shares and increased their ownership by an average of 4.12%. However 2 funds sold 3,683 total shares and decreased their ownership by an average of 0.67%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Kingsway Financial Services increased by a net total of 77,853 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Abacus Value Capital Fund AGmvK	2.833%	11.429%	780,000	80,000	2025-03-31
iShares Russell 2000 ETF	1.311%	-0.861%	360,951	-3,135	2025-03-31
iShares Russell 2000 Growth ETF	0.419%	-0.473%	115,266	-548	2025-03-31
State St Russell Sm Cap® Indx SL Cl I	0.145%	0.000%	40,000	0	2025-03-31
Extended Equity Market Fund K	0.125%	0.308%	34,544	106	2025-03-31
NT R2000 Index Fund - NL	0.119%	3.455%	32,727	1,093	2025-03-31
iShares Micro-Cap ETF	0.102%	0.000%	28,048	0	2025-03-31
NT R2000 Index Fund - DC - NL - 3	0.095%	1.306%	26,145	337	2025-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Abacus Value Capital Fund AGmvK	2.833%	11.429%	780,000	80,000	2025-03-31
Vanguard Instl Ttl Stck Mkt Idx Tr	2.679%	8.092%	734,416	54,979	2023-03-31
Vanguard Total Stock Mkt Idx Inv	1.438%	0.000%	396,099	0	2025-02-28
Wasatch Micro Cap Value	1.381%	0.000%	385,646	0	2024-03-31
iShares Russell 2000 ETF	1.311%	-0.861%	360,951	-3,135	2025-03-31
Vanguard US Total Market Shares ETF	1.253%	0.000%	345,099	0	2024-09-30
Vanguard Institutional Extnd Mkt Idx Tr	0.987%	0.000%	271,673	0	2025-02-28
Vanguard Extended Market Index Investor	0.936%	9.728%	252,588	22,394	2023-08-31
Swedbank Robur Small Cap USA A	0.895%	0.000%	250,000	0	2024-04-30
Electa Value Capital Fund AGmvK A	0.826%	54.951%	227,550	80,697	2025-02-28
Fidelity Small Cap Index	0.446%	-1.839%	122,740	-2,299	2025-01-31
iShares Russell 2000 Growth ETF	0.419%	-0.473%	115,266	-548	2025-03-31
Fidelity® Small Cap Index	0.385%	3.956%	109,045	4,150	2023-10-31
Fidelity Extended Market Index	0.393%	-0.633%	108,104	-689	2025-02-28
Fidelity® Extended Market Index	0.364%	4.255%	103,000	4,204	2023-11-30
EAM Ultra Micro Cap	0.249%	-55.917%	67,270	-85,330	2023-06-30
Vanguard Russell 2000 ETF	0.214%	2.427%	58,953	1,397	2025-02-28
First Trust Dow Jones Sel MicroCap ETF	0.198%	0.000%	54,099	0	2024-07-31
Bridgeway Ultra-Small Company Market	0.178%	0.000%	49,000	49,000	2024-12-31
Pleiades Small Cap Equity A	0.171%	0.000%	45,025	45,025	2023-03-31
BlackRock Extended Mkt Composite	0.145%	0.463%	40,373	186	2023-09-30
State St Russell Sm Cap® Indx SL Cl I	0.145%	0.000%	40,000	0	2025-03-31
State St Russell Sm Cap® Indx NL Cl C	0.144%	0.000%	38,900	0	2023-09-30
BlackRock Extended Equity Market K	0.127%	-0.043%	34,912	-15	2024-09-30
Fidelity® Total Market Index	0.123%	0.000%	34,711	0	2023-11-30
Extended Equity Market Fund K	0.125%	0.308%	34,544	106	2025-03-31
Fidelity Total Market Index	0.124%	-0.079%	34,267	-27	2025-02-28
Ayalon Global Stocks	0.122%	0.000%	33,600	0	2024-10-31
NT R2000 Growth Index Fund - NL	0.121%	0.000%	33,182	0	2024-12-31
NT R2000 Index Fund - NL	0.119%	3.455%	32,727	1,093	2025-03-31
Bridgeway Ultra-Small Company	0.121%	-22.137%	32,712	-9,300	2023-09-30
Schwab Small Cap Index	0.109%	0.000%	30,090	0	2025-02-28
Russell 2000 Index Non-Lendable Fund E	0.105%	24.626%	29,160	5,762	2024-06-30
iShares Micro-Cap ETF	0.102%	0.000%	28,048	0	2025-03-31
iShares Russell 2000 Small-Cap Idx Instl	0.096%	0.000%	26,560	0	2024-10-31
NT R2000 Index Fund - DC - NL - 3	0.095%	1.306%	26,145	337	2025-03-31
Fidelity Series Total Market Index	0.095%	0.000%	26,119	0	2025-02-28
Northern Trust Russell 2000 Growth Index	0.095%	-8.466%	26,058	-2,410	2024-12-31
NT R2000 Growth Index Fund - L	0.095%	-8.466%	26,058	-2,410	2024-12-31
Allspring Factor Enhanced Small Cap Eq	0.090%	20.302%	25,397	4,286	2023-10-31
NT R2000 Index Fund - DC - NL - 2	0.092%	39.718%	25,363	7,210	2024-09-30
Fidelity® Series Total Market Index	0.086%	0.000%	23,546	0	2023-09-30
BlackRock Russell 2500™ Index F	0.076%	0.000%	19,926	19,926	2023-06-30
DFA International Core Equity I	0.056%	0.000%	14,675	0	2023-05-31
NT Ext Equity Mkt Idx Fd - NL	0.054%	0.000%	14,162	14,162	2023-03-31
Dimensional Canadian Small Company	0.050%	0.000%	13,070	0	2023-04-30
Northern Trust Extended Eq Market Idx	0.049%	6.785%	12,811	814	2023-03-31
NT Ext Equity Mkt Idx Fd - L	0.049%	6.785%	12,811	814	2023-03-31
DFA International Small Company I	0.048%	0.008%	12,619	1	2023-04-30
NT Ext Equity Mkt Idx Fd - DC - NL - T2	0.046%	0.000%	11,986	11,986	2023-03-31
Vanguard Instl Ttl Stk Mkt Idx InstlPls	0.039%	0.000%	10,215	0	2023-05-31
Vanguard Balanced Index Inv	0.038%	0.000%	9,900	0	2023-05-31
Brighthouse/Dimensional Intl Sm Cm A	0.033%	0.000%	8,765	0	2023-03-31
DFA Canadian Core Equity Class F	0.030%	0.000%	7,869	0	2023-02-28
SSgA U.S. Extended Market Index Class I	0.026%	0.000%	6,700	0	2023-03-31
State St US Extended Mkt Indx NL Cl C	0.026%	0.000%	6,700	0	2023-03-31
Spartan Total Market Index Pool E	0.024%	83.333%	6,215	2,825	2023-02-28
Schwab Total Stock Market Index	0.023%	-38.799%	5,983	-3,793	2023-03-31
Vanguard U.S. Eq Idx £ Acc	0.020%	0.000%	5,170	0	2023-02-28
BNYM Mellon SL Mkt Completion Fd	0.011%	-4.190%	2,607	-114	2022-09-30
SSgA U.S. Total Market Index Strategy	0.008%	1.880%	2,113	39	2022-12-31