KVH Industries Inc (KVHI) Ownership

4.78 ↑0.02 (0.42%)

As of April 26, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

Black Diamond Capital Management LLC is the biggest individual institutional holder of KVH Industries Inc (KVHI), owning a total of 3.3 million shares. Combined, the top 37 institutional holders of KVHI own 77.33% of the company with a total of 15.2 million shares.

In the latest ownership report on December 31st 2023, the top 37 institutional holders increased their combined ownership of KVHI by 277 thousand shares. 12 institutions bought 575,419 total additional shares and increased their ownership by an average of 16.32%. However 8 institutions sold 298,794 total shares and decreased their ownership by an average of 8.63%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of KVH Industries increased by a net total of 276,625 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Black Diamond Capital Management LLC	16.801%	0.065%	3,300,747	2,150	2023-12-31
Needham Investment Management, LLC	9.406%	-0.538%	1,847,850	-10,000	2023-12-31
Systematic Financial Management LP	8.004%	-5.465%	1,572,535	-90,901	2023-12-31
BlackRock Inc	6.627%	7.977%	1,301,880	96,183	2023-12-31
Dimensional Fund Advisors, Inc.	5.149%	-3.886%	1,011,603	-40,899	2023-12-31
Vanguard Group Inc	4.869%	0.864%	956,586	8,193	2023-12-31
Potomac Capital Management, Inc.	3.559%	-2.108%	699,200	-15,055	2023-12-31
Kennedy Capital Management Inc	2.822%	-4.932%	554,417	-28,760	2023-12-31
Geode Capital Management, LLC	1.776%	4.039%	348,882	13,544	2023-12-31
Roumell Asset Management, LLC	1.688%	0.000%	331,653	0	2023-12-31
Palogic Value Management LP	1.368%	76.991%	268,724	116,895	2023-12-31
State Street Corporation	1.060%	0.799%	208,235	1,650	2023-12-31
Northern Trust Corp	0.953%	11.977%	187,299	20,033	2023-12-31
Twin Focus Capital Partners, LLC	0.831%	0.000%	163,246	163,246	2023-12-31
Acuitas Investments, LLC	0.809%	23.506%	158,968	30,255	2023-12-31
Morgan Stanley - Brokerage Accounts	0.739%	-41.357%	145,080	-102,317	2023-12-31
Renaissance Technologies Corp	0.689%	-0.879%	135,400	-1,200	2023-12-31
GSA Capital Partners LLP	0.449%	-9.868%	88,252	-9,662	2023-12-31
AMH Equity Ltd	0.443%	0.000%	87,051	87,051	2023-12-31
Barclays PLC	0.435%	67.099%	85,416	34,299	2023-12-31
Bridgeway Capital Management, LLC	0.406%	2.468%	79,704	1,920	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Black Diamond Capital Management LLC	16.801%	0.065%	3,300,747	2,150	2023-12-31
Needham Investment Management, LLC	9.406%	-0.538%	1,847,850	-10,000	2023-12-31
Systematic Financial Management LP	8.004%	-5.465%	1,572,535	-90,901	2023-12-31
BlackRock Inc	6.627%	7.977%	1,301,880	96,183	2023-12-31
Dimensional Fund Advisors, Inc.	5.149%	-3.886%	1,011,603	-40,899	2023-12-31
Vanguard Group Inc	4.869%	0.864%	956,586	8,193	2023-12-31
Potomac Capital Management, Inc.	3.559%	-2.108%	699,200	-15,055	2023-12-31
Kennedy Capital Management Inc	2.822%	-4.932%	554,417	-28,760	2023-12-31
Geode Capital Management, LLC	1.776%	4.039%	348,882	13,544	2023-12-31
Ameriprise Financial Inc	1.702%	-4.121%	332,408	-14,287	2023-03-31
Roumell Asset Management, LLC	1.688%	0.000%	331,653	0	2023-12-31
Palogic Value Management LP	1.368%	76.991%	268,724	116,895	2023-12-31
State Street Corporation	1.060%	0.799%	208,235	1,650	2023-12-31
Northern Trust Corp	0.953%	11.977%	187,299	20,033	2023-12-31
BOOTHBAY FUND MANAGEMENT, LLC	0.871%	10.325%	170,050	15,915	2023-03-31
Twin Focus Capital Partners, LLC	0.831%	0.000%	163,246	163,246	2023-12-31
Acuitas Investments, LLC	0.809%	23.506%	158,968	30,255	2023-12-31
Morgan Stanley - Brokerage Accounts	0.739%	-41.357%	145,080	-102,317	2023-12-31
Renaissance Technologies Corp	0.689%	-0.879%	135,400	-1,200	2023-12-31
First Republic Inv Mgmt Inc	0.687%	-6.293%	133,995	-8,999	2023-03-31
Wellington Management Company LLP	0.582%	-54.166%	113,578	-134,222	2022-12-31
Millennium Management LLC	0.525%	-41.978%	102,457	-74,127	2023-06-30
Susquehanna International Group, LLP	0.513%	63.855%	100,104	39,011	2023-03-31
Orion Portfolio Solutions, LLC	0.470%	13.105%	92,166	10,679	2023-09-30
Oberweis Asset Management Inc	0.466%	0.000%	91,000	0	2023-06-30
CLS Investment, LLC	0.453%	-2.374%	88,368	-2,149	2022-12-31
GSA Capital Partners LLP	0.449%	-9.868%	88,252	-9,662	2023-12-31
AMH Equity Ltd	0.443%	0.000%	87,051	87,051	2023-12-31
Barclays PLC	0.435%	67.099%	85,416	34,299	2023-12-31
Bridgeway Capital Management, LLC	0.406%	2.468%	79,704	1,920	2023-12-31
Jacobs Levy Equity Management, Inc.	0.377%	-32.973%	72,292	-35,563	2022-09-30
JANE STREET GROUP, LLC	0.353%	0.000%	68,936	68,936	2023-03-31
White Pine Capital LLC	0.344%	111.866%	67,172	35,467	2023-06-30
Citadel Advisors Llc	0.326%	19.709%	63,732	10,493	2023-06-30
Bank of New York Mellon Corp	0.268%	2.254%	52,618	1,160	2023-09-30
State Of Wisconsin Investment Board	0.260%	88.464%	49,566	23,266	2022-06-30
Charles Schwab Investment Management Inc	0.247%	0.000%	48,261	48,261	2023-06-30

Mutual Fund Ownership

Needham Aggressive Growth Retail is the biggest individual fund holder of KVH Industries Inc (KVHI), owning a total of 654 thousand shares. Combined, the top 34 mutual fund holders of KVHI own 37.21% of the company with a total of 7.3 million shares.

In the latest ownership report on March 31st 2024, the top 34 fund holders increased their combined ownership of KVHI by 100 thousand shares. 1 funds bought 2,265 total additional shares and increased their ownership by an average of 3.36%. However 4 funds sold 101,980 total shares and decreased their ownership by an average of 4.9%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding KVH Industries decreased by a net total of -99,715 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Needham Aggressive Growth Retail	3.329%	-0.706%	654,100	-4,650	2024-03-31
Needham Growth Retail	2.479%	-0.609%	487,017	-2,983	2024-03-31
Needham Small Cap Growth Retail	2.449%	-2.305%	481,150	-11,350	2024-03-31
Kennedy Micro Cap	2.223%	-15.968%	436,778	-82,997	2024-03-31
Vanguard Institutional Extnd Mkt Idx Tr	1.122%	0.000%	220,329	0	2024-03-31
Transamerica Small/Mid Cap Value A	0.552%	0.000%	108,400	0	2024-03-31
Transamerica Small/Mid Cap Value VP Init	0.419%	0.000%	82,300	0	2024-03-31
Vanguard Russell 2000 ETF	0.355%	3.358%	69,710	2,265	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Needham Aggressive Growth Retail	3.329%	-0.706%	654,100	-4,650	2024-03-31
Vanguard Instl Ttl Stck Mkt Idx Tr	3.335%	24.338%	651,497	127,524	2023-03-31
Vanguard Total Stock Mkt Idx Inv	3.172%	0.000%	623,125	0	2024-02-29
Needham Growth Retail	2.479%	-0.609%	487,017	-2,983	2024-03-31
Needham Small Cap Growth Retail	2.449%	-2.305%	481,150	-11,350	2024-03-31
Kennedy Micro Cap	2.223%	-15.968%	436,778	-82,997	2024-03-31
iShares Russell 2000 ETF	2.153%	0.048%	422,980	204	2024-03-28
Roumell Opportunistic Value Instl	1.688%	0.000%	331,653	0	2024-03-28
Vanguard Institutional Extnd Mkt Idx Tr	1.122%	0.000%	220,329	0	2024-03-31
Vanguard Extended Market Index Investor	1.117%	0.000%	218,168	0	2023-08-31
Camelot Event Driven A	0.991%	0.000%	194,684	0	2023-12-31
Columbia Small Cap Value I A	0.974%	-9.393%	190,040	-19,700	2023-05-31
Columbia Small Cap Value I	0.974%	-9.393%	190,040	-19,700	2023-05-31
DFA US Small Cap Value I	0.943%	-11.311%	185,345	-23,639	2024-02-29
Fidelity Small Cap Index	0.903%	0.000%	177,300	0	2024-01-31
Fidelity® Small Cap Index	0.904%	3.137%	177,300	5,392	2023-10-31
iShares Russell 2000 Value ETF	0.884%	-0.063%	173,734	-110	2024-03-28
EAM Ultra Micro Cap	0.732%	148.432%	140,322	83,839	2022-11-30
DFA US Small Cap I	0.611%	0.000%	120,034	0	2024-02-29
Transamerica Small/Mid Cap Value A	0.552%	0.000%	108,400	0	2024-03-31
DFA US Micro Cap I	0.530%	0.000%	104,181	0	2024-02-29
DFA US Core Equity 2 I	0.477%	0.000%	93,718	0	2024-02-29
Oberweis Micro-Cap	0.464%	0.000%	91,000	0	2023-06-30
Oberweis Micro-Cap Growth	0.466%	0.000%	91,000	0	2023-06-30
Fidelity Extended Market Index	0.427%	-0.482%	83,897	-406	2024-02-29
Columbia VP Small Cap Value 1	0.427%	0.847%	83,317	700	2023-05-31
Transamerica Small/Mid Cap Value VP Init	0.419%	0.000%	82,300	0	2024-03-31
Fidelity® Extended Market Index	0.385%	0.000%	75,427	0	2023-11-30
Dimensional US Targeted Value ETF	0.378%	0.000%	74,254	0	2024-03-29
Vanguard Russell 2000 ETF	0.355%	3.358%	69,710	2,265	2024-03-31
State St Russell Sm Cap® Indx NL Cl C	0.354%	0.000%	69,200	0	2023-09-30
State St Russell Sm Cap® Indx SL Cl I	0.353%	0.000%	69,200	0	2023-12-31
DFA US Targeted Value I	0.347%	0.000%	68,254	0	2024-02-29
NT R2000 Value Index Fund - NL	0.289%	5.171%	56,501	2,778	2023-09-30