Kimball International Inc (KBAL) Ownership

12.30 ↑0.00 (0.00%)

As of May 31, 2023, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Kimball International Inc (KBAL), owning a total of 2.5 million shares. Combined, the top 33 institutional holders of KBAL own 71.30% of the company with a total of 26 million shares.

In the latest ownership report on March 31st 2023, the top 33 institutional holders increased their combined ownership of KBAL by 5 million shares. 16 institutions bought 7,666,351 total additional shares and increased their ownership by an average of 121.64%. However 7 institutions sold 2,679,558 total shares and decreased their ownership by an average of 24.38%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Kimball International increased by a net total of 4,986,793 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	6.868%	-30.249%	2,501,039	-1,084,612	2023-03-31
Dimensional Fund Advisors, Inc.	5.055%	1.082%	1,840,848	19,705	2023-03-31
Vanguard Group Inc	4.992%	-3.048%	1,817,919	-57,154	2023-03-31
Glazer Capital, LLC	4.859%	0.000%	1,769,684	1,769,684	2023-03-31
ARP AMERICAS LLC	4.400%	0.000%	1,602,336	1,602,336	2023-03-31
Renaissance Technologies Corp	3.790%	-1.075%	1,380,276	-15,000	2023-03-31
Water Island Capital LLC	3.450%	0.000%	1,256,548	1,256,548	2023-03-31
Magnetar Financial LLC	2.422%	0.000%	882,170	882,170	2023-03-31
Morgan Stanley - Brokerage Accounts	2.283%	254.951%	831,547	597,276	2023-03-31
State Street Corporation	2.079%	11.764%	756,935	79,675	2023-03-31
Geode Capital Management, LLC	1.957%	2.675%	712,738	18,572	2023-03-31
Grace & White Inc	1.664%	4.519%	606,036	26,200	2023-03-31
Bank of New York Mellon Corp	1.400%	-1.956%	509,938	-10,173	2023-03-31
Ergoteles LLC	1.232%	0.000%	448,786	448,786	2023-03-31
Trium Capital LLP	1.127%	0.000%	410,346	410,346	2023-03-31
Hotchkis & Wiley Capital Management LLC	1.089%	-50.812%	396,640	-409,740	2023-03-31
Millennium Management LLC	1.027%	0.107%	374,167	401	2023-03-31
Citadel Advisors Llc	0.965%	348.412%	351,461	273,082	2023-03-31
Northern Trust Corp	0.851%	-3.146%	309,728	-10,062	2023-03-31
Qube Research & Technologies	0.790%	1,317.310%	287,728	267,427	2023-03-31
Gamco Investors, Inc. Et Al	0.765%	5.250%	278,650	13,900	2023-03-31
DePrince Race & Zollo Inc	0.733%	-80.375%	266,825	-1,092,817	2023-03-31
Bragg Financial Advisors Inc	0.714%	0.093%	261,153	243	2023-03-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	6.868%	-30.249%	2,501,039	-1,084,612	2023-03-31
Dimensional Fund Advisors, Inc.	5.055%	1.082%	1,840,848	19,705	2023-03-31
Vanguard Group Inc	4.992%	-3.048%	1,817,919	-57,154	2023-03-31
Glazer Capital, LLC	4.859%	0.000%	1,769,684	1,769,684	2023-03-31
ARP AMERICAS LLC	4.400%	0.000%	1,602,336	1,602,336	2023-03-31
Renaissance Technologies Corp	3.790%	-1.075%	1,380,276	-15,000	2023-03-31
Acadian Asset Management LLC	3.484%	0.000%	1,268,714	1,268,714	2022-09-30
Water Island Capital LLC	3.450%	0.000%	1,256,548	1,256,548	2023-03-31
EVR Research LP	2.988%	1.682%	1,088,000	18,000	2022-12-31
Magnetar Financial LLC	2.422%	0.000%	882,170	882,170	2023-03-31
Morgan Stanley - Brokerage Accounts	2.283%	254.951%	831,547	597,276	2023-03-31
State Street Corporation	2.079%	11.764%	756,935	79,675	2023-03-31
Geode Capital Management, LLC	1.957%	2.675%	712,738	18,572	2023-03-31
Charles Schwab Investment Management Inc	1.834%	30.813%	668,062	157,363	2022-12-31
Amvescap Plc.	1.746%	6.791%	635,749	40,428	2022-12-31
Grace & White Inc	1.664%	4.519%	606,036	26,200	2023-03-31
Royal Bank of Canada	1.578%	-1.423%	577,018	-8,332	2022-12-31
Bank of New York Mellon Corp	1.400%	-1.956%	509,938	-10,173	2023-03-31
Kennedy Capital Management Inc	1.272%	-5.364%	465,367	-26,376	2022-12-31
Ergoteles LLC	1.232%	0.000%	448,786	448,786	2023-03-31
Foundry Partners, LLC	1.210%	-0.069%	442,456	-305	2022-12-31
Trium Capital LLP	1.127%	0.000%	410,346	410,346	2023-03-31
Hotchkis & Wiley Capital Management LLC	1.089%	-50.812%	396,640	-409,740	2023-03-31
Millennium Management LLC	1.027%	0.107%	374,167	401	2023-03-31
J. Goldman & Co LP	0.986%	-38.390%	360,723	-224,769	2022-06-30
Citadel Advisors Llc	0.965%	348.412%	351,461	273,082	2023-03-31
Goldman Sachs Group Inc	0.855%	-28.127%	312,878	-122,440	2022-12-31
Northern Trust Corp	0.851%	-3.146%	309,728	-10,062	2023-03-31
Jacobs Levy Equity Management, Inc.	0.835%	-11.582%	303,999	-39,822	2022-09-30
Qube Research & Technologies	0.790%	1,317.310%	287,728	267,427	2023-03-31
Gamco Investors, Inc. Et Al	0.765%	5.250%	278,650	13,900	2023-03-31
DePrince Race & Zollo Inc	0.733%	-80.375%	266,825	-1,092,817	2023-03-31
Bragg Financial Advisors Inc	0.714%	0.093%	261,153	243	2023-03-31

Mutual Fund Ownership

Vanguard Instl Ttl Stck Mkt Idx Tr is the biggest individual fund holder of Kimball International Inc (KBAL), owning a total of 1.1 million shares. Combined, the top 46 mutual fund holders of KBAL own 33.01% of the company with a total of 12 million shares.

In the latest ownership report on May 31st 2023, the top 46 fund holders increased their combined ownership of KBAL by 137 thousand shares. 3 funds bought 223,304 total additional shares and increased their ownership by an average of 0.42%. However 3 funds sold 86,486 total shares and decreased their ownership by an average of 10.92%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Kimball International increased by a net total of 136,818 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.975%	0.000%	1,083,275	0	2023-05-31
iShares Russell 2000 ETF	2.164%	0.000%	788,191	0	2023-05-31
DFA US Small Cap Value I	1.529%	0.000%	556,892	0	2023-05-31
Vanguard Extended Market Index Investor	1.430%	0.000%	520,826	0	2023-05-31
iShares Russell 2000 Value ETF	0.999%	0.000%	363,732	0	2023-05-31
1290 VT GAMCO Small Company Value IB	0.687%	-9.091%	250,000	-25,000	2023-05-31
WisdomTree US SmallCap Dividend ETF	0.645%	0.000%	234,766	0	2023-05-31
Arbitrage R	0.607%	0.000%	221,092	221,092	2023-05-31
Russell Inv Tax-Managed US Mid&Sm Cap S	0.547%	-23.519%	199,064	-61,214	2023-05-31
DFA US Targeted Value I	0.537%	0.000%	195,591	0	2023-05-31
Fidelity® Extended Market Index	0.507%	-0.147%	184,463	-272	2023-05-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.486%	1.258%	177,138	2,200	2023-05-31
DFA US Small Cap I	0.418%	0.000%	152,352	0	2023-05-31
State St Russell Sm Cap® Indx NL Cl C	0.400%	0.000%	145,769	0	2023-05-31
IQ Merger Arbitrage ETF	0.314%	0.000%	114,170	0	2023-05-31
DFA US Core Equity 2 I	0.303%	0.000%	110,299	0	2023-05-31
Vanguard Russell 2000 ETF	0.265%	0.012%	96,617	12	2023-05-31
Hotchkis & Wiley Sm Cp Divers Val I	0.261%	0.000%	95,000	0	2023-05-31
DFA US Micro Cap I	0.201%	0.000%	73,133	0	2023-05-31
DFA US Core Equity 1 I	0.190%	0.000%	69,256	0	2023-05-31
Fidelity® Total Market Index	0.166%	0.000%	60,393	0	2023-05-31
Fidelity® Series Total Market Index	0.125%	0.000%	45,381	0	2023-05-31
TIAA-CREF Small-Cap Blend Idx Inst	0.122%	0.000%	44,437	0	2023-05-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Instl Ttl Stck Mkt Idx Tr	2.975%	-5.687%	1,083,275	-65,321	2023-03-31
Vanguard Total Stock Mkt Idx Inv	2.975%	0.000%	1,083,275	0	2023-05-31
iShares Russell 2000 ETF	2.164%	0.000%	788,191	0	2023-05-31
Foundry Partners Micro Cap Value	1.681%	0.000%	614,900	0	2022-12-31
DFA US Small Cap Value I	1.529%	0.000%	556,892	0	2023-05-31
Vanguard Extended Market Index Investor	1.430%	0.000%	520,826	0	2023-05-31
Invesco Small Cap Value A	1.361%	0.000%	497,900	0	2023-02-28
Kennedy Extended Small Cap	1.264%	-4.394%	462,104	-21,238	2022-12-31
Schwab Fundamental US Small Company ETF	1.251%	0.486%	455,514	2,203	2023-02-28
BlackRock Advantage Small Cap Core Instl	1.161%	0.000%	424,603	0	2023-02-28
iShares Russell 2000 Value ETF	0.999%	0.000%	363,732	0	2023-05-31
DePrince, Race & Zollo, Micro Cap Val	0.851%	-5.274%	311,307	-17,334	2023-02-28
Fidelity® Small Cap Index	0.830%	0.000%	302,387	0	2023-04-30
First Eagle Small Cap Opportunity I	0.705%	3.408%	257,927	8,500	2023-02-28
1290 VT GAMCO Small Company Value IB	0.687%	-9.091%	250,000	-25,000	2023-05-31
FPA Queens Road Small Cap Value	0.683%	0.000%	248,837	0	2023-03-31
WisdomTree US SmallCap Dividend ETF	0.645%	0.000%	234,766	0	2023-05-31
First Eagle Small Cap Strategy	0.611%	67.864%	223,625	90,407	2022-12-31
Arbitrage R	0.607%	0.000%	221,092	221,092	2023-05-31
Russell Inv US Small Cap Equity E	0.569%	-0.240%	208,074	-500	2023-02-28
Russell Inv Tax-Managed US Mid&Sm Cap S	0.547%	-23.519%	199,064	-61,214	2023-05-31
DFA US Targeted Value I	0.537%	0.000%	195,591	0	2023-05-31
Fidelity® Extended Market Index	0.507%	-0.147%	184,463	-272	2023-05-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.486%	1.258%	177,138	2,200	2023-05-31
EHP Global Arbitrage Alternative Cl F	0.477%	0.000%	173,851	0	2023-04-30
DFA US Small Cap I	0.418%	0.000%	152,352	0	2023-05-31
Pleiades Small Cap Equity A	0.416%	-27.610%	152,040	-57,988	2022-12-31
State St Russell Sm Cap® Indx NL Cl C	0.400%	0.000%	145,769	0	2023-05-31
TETON Westwood Mighty Mites AAA	0.398%	-37.768%	145,000	-88,000	2023-03-31
iMGP Alt Strats Instl	0.345%	0.000%	125,700	125,700	2023-03-31
IQ Merger Arbitrage ETF	0.314%	0.000%	114,170	0	2023-05-31
DFA US Core Equity 2 I	0.303%	0.000%	110,299	0	2023-05-31
NT R2000 Value Index Fund - NL	0.283%	-9.559%	102,894	-10,875	2023-03-31
NT R2000 Index Fund - NL	0.281%	-1.594%	102,148	-1,655	2023-03-31
Gabelli Small Cap Growth AAA	0.275%	7.527%	100,000	7,000	2023-03-31
Vanguard Russell 2000 ETF	0.265%	0.012%	96,617	12	2023-05-31
Hotchkis & Wiley Sm Cp Divers Val I	0.261%	0.000%	95,000	0	2023-05-31
BlackRock Extended Mkt Composite	0.232%	14.080%	84,549	10,435	2023-03-31
DFA US Micro Cap I	0.201%	0.000%	73,133	0	2023-05-31
Northern Trust Russell 2000 Value Index	0.191%	0.661%	69,575	457	2023-03-31
DFA US Core Equity 1 I	0.190%	0.000%	69,256	0	2023-05-31
Fidelity® Total Market Index	0.166%	0.000%	60,393	0	2023-05-31
iShares Russell 2000 Small-Cap Idx Instl	0.151%	0.355%	54,917	194	2022-11-30
Bayview US Micro Cap Equity MF	0.142%	13.907%	51,600	6,300	2022-10-25
Fidelity® Series Total Market Index	0.125%	0.000%	45,381	0	2023-05-31
TIAA-CREF Small-Cap Blend Idx Inst	0.122%	0.000%	44,437	0	2023-05-31