Vault-13

KIMBALL ELECTRONICS INC KE

COM · Common Stock · CUSIP 49428J109

153 institutional holders +16 vs Q4 2022
17,348,00117.3m shares reported held*
70.2% of all shares outstanding*
$422.7mreported value*
24 new 51 added 45 reduced 9 sold out net bought ≈ $14.6m (+413.4k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Shares outstanding: 24.7m as of 2023-04-24, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $24.37. Options: 4 managers hold calls ($101.0k notional), 2 hold puts ($2.4k).

Trends to Q1 2023

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 128Q4 22: 137Q1 23: 153153Q3 22Q4 22Q1 23
Numbers
QuarterHolders
Q3 2022128
Q4 2022137
Q1 2023153

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q4 22: 59 bought or addedQ4 22: 54 cut or sold outQ4 22Q1 23: 75 bought or addedQ1 23: 54 cut or sold outQ1 23
Numbers
QuarterBought or addedCut or sold out
Q4 20225954
Q1 20237554

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$50k$100k$150kQ3 22 calls: $0Q3 22 puts: $17.0kQ3 22P/C —Q4 22 calls: $70.0kQ4 22 puts: $18.1kQ4 22P/C 0.26Q1 23 calls: $101.0kQ1 23 puts: $2.4kQ1 23P/C 0.02
Numbers
QuarterCallsPutsP/C
Q3 2022$0$17.0k—
Q4 2022$70.0k$18.1k0.26
Q1 2023$101.0k$2.4k0.02

Biggest buyers

MILLENNIUM MANAGEMENT LLC Added +323,168+323.2k
NORGES BANK New +154,100+154.1k
WASATCH ADVISORS LP Added +111,209+111.2k
FMR LLC Added +108,843+108.8k
Larson Financial Group LLC Added +107,925+107.9k
CITADEL ADVISORS LLC Added +96,414+96.4k
STRS OHIO New +53,400+53.4k
Brandywine Global Investment Management, LLC Added +47,330+47.3k
Assenagon Asset Management S.A. New +45,796+45.8k
TWO SIGMA ADVISERS, LP New +37,700+37.7k

Biggest sellers

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. Sold out -320,550-320.6k
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Reduced -257,244-257.2k
Hodges Capital Management Inc. Reduced -206,370-206.4k
KESTREL INVESTMENT MANAGEMENT CORP Sold out -81,250-81.2k
Invesco Ltd. Reduced -65,211-65.2k
Forvis Mazars Wealth Advisors, LLC Reduced -48,848-48.8k
AMERICAN CENTURY COMPANIES INC Reduced -33,097-33.1k
Front Street Capital Management, Inc. Reduced -28,055-28.1k
LSV ASSET MANAGEMENT Reduced -27,783-27.8k
RENAISSANCE TECHNOLOGIES LLC Reduced -25,500-25.5k

Biggest calls

CITADEL ADVISORS LLC Added $89.2k3.7k shares
SIMPLEX TRADING, LLC New $7.0k300 shares
GROUP ONE TRADING LLC Added $4.8k200 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

CITADEL ADVISORS LLC Reduced $2.4k100 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
DIMENSIONAL FUND ADVISORS LP 13G · institution filed 2025-04-15 7.2% 1.8m≈ $45.4m 2025-04-15
BlackRock, Inc. 13G · institution -1.2 pts · filed 2025-07-17 7.1% -1.2 pts 1.7m≈ $44.5m 2025-07-17
AMERICAN CENTURY INVESTMENT MANAGEMENT INC 13G · institution new · filed 2026-08-14 5.4% new 1.3m≈ $33.4m 2026-08-14
VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 5.0% new 1.2m≈ $31.2m 2026-04-30

Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC), MANAGED ACCOUNT ADVISORS LLC (4.9%, 2026-02-10)

Insider purchases and sales in Q1 2023

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
101Q2 21: 0 buyingQ2 21: 0 sellingQ3 21: 0 buyingQ3 21: 0 sellingQ3 21Q4 21: 0 buyingQ4 21: 1 sellingQ1 22: 0 buyingQ1 22: 0 sellingQ1 22Q2 22: 0 buyingQ2 22: 0 sellingQ3 22: 0 buyingQ3 22: 0 sellingQ3 22Q4 22: 0 buyingQ4 22: 0 sellingQ1 23: 0 buyingQ1 23: 0 sellingQ1 23
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q2 20210—0——
Q3 20210—0——
Q4 20210—1$517.2k—
Q1 20220—0——
Q2 20220—0——
Q3 20220—0——
Q4 20220—0——
Q1 20230—0——

None reported in Q1 2023.

Holders, Q1 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio AUSTIN, TX 2,031,3842.0m $49.0m $49.0m 0.02% Added +26.0k +26,049
2 BlackRock Inc. 0.00% of their portfolio New York, NY 1,818,2111.8m $43.8m $43.8m 0.00% Reduced -24.0k -23,992
3 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 1,203,2151.2m $29.0m $29.0m 0.00% Reduced -3.1k -3,084
4 ROYCE & ASSOCIATES LP 0.21% of their portfolio New York, NY 865,333865.3k $20.9m $20.9m 0.21% Reduced -20.0k -20,000
5 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 846,381846.4k $20.4m $20.4m 0.00% Added +26.2k +26,210
6 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 658,726658.7k $15.9m $15.9m 0.00% Added +30.8k +30,772
7 EARNEST PARTNERS LLC 0.09% of their portfolio ATLANTA, GA 652,533652.5k $15.7m $15.7m 0.09% Reduced -2.6k -2,633
8 LSV ASSET MANAGEMENT 0.03% of their portfolio CHICAGO, IL 644,023644.0k $15.5m $15.5m 0.03% Reduced -27.8k -27,783
9 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 478,375478.4k $11.5m $11.5m 0.00% Added +20.5k +20,480
10 DONALD SMITH & CO., INC. 0.36% of their portfolio NEW YORK, NY 406,549406.5k $9.8m $9.8m 0.36% Reduced -7.2k -7,153
11 WASATCH ADVISORS LP 0.06% of their portfolio SALT LAKE CITY, UT 386,265386.3k $9.3m $9.3m 0.06% Added +111.2k +111,209
12 Pacific Ridge Capital Partners, LLC 2.22% of their portfolio LAKE OSWEGO, OR 374,678374.7k $9.0m $9.0m 2.22% Reduced -2.7k -2,746
13 LOOMIS SAYLES & CO L P 0.02% of their portfolio BOSTON, MA 364,361364.4k $8.8m $8.8m 0.02% Added +730 +730
14 MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio NEW YORK, NY 342,046342.0k $8.2m $8.2m 0.01% Added +323.2k +323,168
15 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 327,309327.3k $7.9m $7.9m 0.00% Added +14.1k +14,098
16 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 282,988283.0k $6.8m $6.8m 0.00% Reduced -5.5k -5,549
17 Hodges Capital Management Inc. 0.94% of their portfolio DALLAS, TX 282,873282.9k $11.5m $11.5m 0.94% Reduced -206.4k -206,370
18 KENNEDY CAPITAL MANAGEMENT LLC 0.19% of their portfolio ST LOUIS, MO 263,624263.6k $6.4m $6.4m 0.19% Reduced -23.7k -23,680
19 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.02% of their portfolio Los Angeles, CA 246,690246.7k $5.9m $5.9m 0.02% Added +8.7k +8,700
20 Forvis Mazars Wealth Advisors, LLC 0.18% of their portfolio Springfield, MO 224,806224.8k $5.4m $5.4m 0.18% Reduced -48.8k -48,848
21 FMR LLC 0.00% of their portfolio BOSTON, MA 216,500216.5k $5.2m $5.2m 0.00% Added +108.8k +108,843
22 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 182,722182.7k $4.4m $4.4m 0.00% Reduced -257.2k -257,244
23 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 179,785179.8k $4.3m $4.3m 0.00% Added +837 +837
24 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 159,011159.0k $3.8m $3.8m 0.00% Added +96.4k +96,414
25 OXFORD FINANCIAL GROUP, LTD. LLC 0.42% of their portfolio INDIANAPOLIS, IN 156,339156.3k $3.8m $3.8m 0.42% Unchanged
26 NORGES BANK 0.00% of their portfolio OSLO, Q8 154,100154.1k $3.7m $3.7m 0.00% New
27 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.09% of their portfolio HOUSTON, TX 141,755141.8k $3.4m $3.4m 0.09% Reduced -2.9k -2,945
28 Front Street Capital Management, Inc. 0.70% of their portfolio MISSOULA, MT 134,320134.3k $3.2m $3.2m 0.70% Reduced -28.1k -28,055
29 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 130,777130.8k $3.2m $3.2m 0.00% Reduced -6.4k -6,431
30 Valeo Financial Advisors, LLC 0.15% of their portfolio CARMEL, IN 126,340126.3k $3.0m $3.0m 0.15% Reduced -5.4k -5,419
31 Foundry Partners, LLC 0.19% of their portfolio MINNEAPOLIS, MN 124,695124.7k $3.0m $3.0m 0.19% Reduced -575 -575
32 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 120,458120.5k $2.9m $2.9m 0.00% Added +7 +7
33 GRACE & WHITE INC /NY 0.56% of their portfolio NY, NY 120,250120.2k $2.9m $2.9m 0.56% Unchanged
34 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 111,628111.6k $2.7m $2.7m 0.00% Added +7.8k +7,788
35 Larson Financial Group LLC 0.29% of their portfolio ST LOUIS, MO 108,890108.9k $2.6m $2.6m 0.29% Added +107.9k +107,925
36 Brandywine Global Investment Management, LLC 0.01% of their portfolio PHILADELPHIA, PA 94,94694.9k $2.3m $2.3m 0.01% Added +47.3k +47,330
37 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 90,24090.2k $2.2m $2.2m 0.00% Added +28.0k +27,967
38 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 75,13175.1k $1.8m $1.8m 0.00% Added +28.5k +28,498
39 MACQUARIE GROUP LTD 0.00% of their portfolio Sydney, NSW 2000, C3 74,20074.2k $1.8m $1.8m 0.00% Unchanged
40 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 72,25172.3k $1.7m $1.7m 0.00% Added +13.3k +13,259
41 Pinnacle Holdings, LLC 0.75% of their portfolio TULSA, OK 66,96367.0k $1.6m $1.6m 0.75% Reduced -882 -882
42 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 65,82265.8k $1.6m $1.6m 0.00% Added +5.1k +5,052
43 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 63,49763.5k $1.5m $1.5m 0.00% Reduced -2.6k -2,600
44 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 54,22854.2k $1.3m $1.3m 0.00% Added +3.2k +3,214
45 STRS OHIO 0.00% of their portfolio COLUMBUS, OH 53,40053.4k $1.3m $1.3m 0.00% New
46 Swiss National Bank 0.00% of their portfolio ZURICH, V8 53,30053.3k $1.3m $1.3m 0.00% Reduced -6.1k -6,100
47 Polaris Capital Management, LLC 0.05% of their portfolio BOSTON, MA 50,24550.2k $1.2m $1.2m 0.05% Unchanged
48 Alberta Investment Management Corp 0.01% of their portfolio EDMONTON, A0 48,70048.7k $1.2m $1.2m 0.01% Unchanged
49 GERMAN AMERICAN BANCORP, INC. 0.17% of their portfolio JASPER, IN 46,00246.0k $1.1m $1.1m 0.17% Unchanged
50 Assenagon Asset Management S.A. 0.00% of their portfolio SENNINGERBERG, N4 45,79645.8k $1.1m $1.1m 0.00% New
51 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 45,72945.7k $1.1m $1.1m 0.00% Added +11.3k +11,316
52 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 44,86844.9k $1.1m $1.1m 0.00% Added +7.7k +7,687
53 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 44,80544.8k $1.1m $1.1m 0.00% Added +23.5k +23,488
54 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 44,67544.7k $1.1m $1.1m 0.00% Reduced -25.5k -25,500
55 Cardinal Capital Management 0.22% of their portfolio RALEIGH, NC 43,90643.9k $1.1m $1.1m 0.22% Added +687 +687
56 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 43,72843.7k $1.1m $1.1m 0.00% Reduced -65.2k -65,211
57 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 38,80138.8k $935.0k $935.0k 0.00% Added +1.4k +1,354
58 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 38,29038.3k $922.8k $922.8k 0.00% Added +16.0k +15,976
59 TWO SIGMA ADVISERS, LP 0.00% of their portfolio NEW YORK, NY 37,70037.7k $908.6k $908.6k 0.00% New
60 Campbell & CO Investment Adviser LLC 0.16% of their portfolio BALTIMORE, MD 36,25936.3k $873.8k $873.8k 0.16% Added +12.7k +12,740
61 FIRST HAWAIIAN BANK 0.03% of their portfolio HONOLULU, HI 35,40435.4k $853.2k $853.2k 0.03% Unchanged
62 Teton Advisors, Inc. 0.23% of their portfolio Rye, NY 35,40035.4k $853.1k $853.1k 0.23% Unchanged
63 CREDIT SUISSE AG/ 0.00% of their portfolio ZURICH, V8 30,71530.7k $740.2k $740.2k 0.00% Added +3.2k +3,238
64 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 30,62130.6k $738.0k $738.0k 0.00% Reduced -540 -540
65 Unison Advisors LLC 0.08% of their portfolio PROVIDENCE, RI 29,62429.6k $713.9k $713.9k 0.08% Unchanged
66 JACOBS LEVY EQUITY MANAGEMENT, INC 0.00% of their portfolio FLORHAM PARK, NJ 28,74328.7k $692.7k $692.7k 0.00% Reduced -4.8k -4,844
67 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 27,74327.7k $669.0k $669.0k 0.00% Added +452 +452
68 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 27,66627.7k $666.8k $666.8k 0.00% New
69 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 27,14127.1k $654.1k $654.1k 0.00% New
70 LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio LOS ANGELES, CA 27,12027.1k $653.6k $653.6k 0.00% Added +13.2k +13,160
71 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 25,71325.7k $619.0k $619.0k 0.00% Added +6.5k +6,514
72 TECTONIC ADVISORS LLC 0.08% of their portfolio FRISCO, TX 25,19725.2k $607.2k $607.2k 0.08% Added +1.2k +1,171
73 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 24,16724.2k $582.0k $582.0k 0.00% Reduced -1.9k -1,937
74 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 24,01724.0k $579.0k $579.0k 0.00% New
75 GABELLI FUNDS LLC 0.00% of their portfolio Rye, NY 23,72423.7k $571.7k $571.7k 0.00% Added +1.8k +1,765
76 Legacy Financial Advisors, Inc. 0.11% of their portfolio COVINGTON, KY 23,17323.2k $558.5k $558.5k 0.11% Unchanged
77 STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio MADISON, WI 22,71222.7k $547.4k $547.4k 0.00% Reduced -11.3k -11,285
78 HRT FINANCIAL LP 0.01% of their portfolio NEW YORK, NY 22,57522.6k $544.0k $544.0k 0.01% Added +11.2k +11,240
79 TEACHER RETIREMENT SYSTEM OF TEXAS 0.00% of their portfolio AUSTIN, TX 20,97521.0k $505.0k $505.0k 0.00% Added +8.4k +8,358
80 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 20,64120.6k $497.4k $497.4k 0.00% Added +91 +91
81 New York Life Investment Management LLC 0.01% of their portfolio New York, NY 20,54020.5k $495.0k $495.0k 0.01% New
82 Annex Advisory Services, LLC 0.03% of their portfolio BROOKFIELD, WI 19,48019.5k $469.5k $469.5k 0.03% Reduced -39 -39
83 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 18,89118.9k $455.3k $455.3k 0.00% New
84 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio TALLAHASSEE, FL 18,57518.6k $447.7k $447.7k 0.00% Unchanged
85 Grantham, Mayo, Van Otterloo & Co. LLC 0.00% of their portfolio Boston, MA 17,97618.0k $433.2k $433.2k 0.00% Reduced -2.5k -2,500
86 UBS Group AG 0.00% of their portfolio ZURICH, V8 17,59717.6k $424.1k $424.1k 0.00% Added +6.1k +6,099
87 Quadrature Capital Ltd 0.01% of their portfolio LONDON, X0 17,26517.3k $415.6k $415.6k 0.01% New
88 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 16,79216.8k $404.7k $404.7k 0.00% Added +12.8k +12,824
89 North Star Investment Management Corp. 0.03% of their portfolio CHICAGO, IL 16,44116.4k $396.2k $396.2k 0.03% Unchanged
90 Cubist Systematic Strategies, LLC 0.00% of their portfolio STAMFORD, CT 15,88015.9k $382.7k $382.7k 0.00% New
91 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 15,50015.5k $373.6k $373.6k 0.00% Unchanged
92 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 15,40215.4k $371.2k $371.2k 0.00% Reduced -3.3k -3,289
93 Jump Financial, LLC 0.01% of their portfolio Chicago, IL 15,00015.0k $361.5k $361.5k 0.01% Added +2.0k +2,010
94 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 14,70914.7k $354.5k $354.5k 0.00% Added +4.7k +4,729
95 HANCOCK WHITNEY CORP 0.01% of their portfolio GULFPORT, MS 14,33614.3k $345.0k $345.0k 0.01% Reduced -1.9k -1,932
96 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 13,78513.8k $322.3k $322.3k 0.00% Reduced -33.1k -33,097
97 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 13,48413.5k $325.0k $325.0k 0.00% Unchanged
98 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 12,83812.8k $309.4k $309.4k 0.00% New
99 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 12,70412.7k $306.0k $306.0k 0.00% Added +1.2k +1,228
100 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 12,54712.5k $302.4k $302.4k 0.00% New