Vault-13

KIMBALL ELECTRONICS INC KE

COM · Common Stock · CUSIP 49428J109

143 institutional holders -18 vs Q4 2023
19,653,73519.7m shares reported held*
79.0% of all shares outstanding*
$425.5mreported value*
9 new 56 added 52 reduced 26 sold out net bought ≈ $12.9m (+596.6k 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 ($1.2m this quarter). Holder counts are more reliable. Shares outstanding: 24.9m as of 2024-04-23, 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 ≈ $21.65. Options: 3 managers hold calls ($39.0k notional), 2 hold puts ($19.5k).

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 128Q4 22: 137Q1 23: 153Q2 23: 149Q3 23: 149Q4 23: 161Q1 24: 143143Q3 22Q1 23Q3 23Q1 24
Numbers
QuarterHolders
Q3 2022128
Q4 2022137
Q1 2023153
Q2 2023149
Q3 2023149
Q4 2023161
Q1 2024143

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 23Q2 23: 67 bought or addedQ2 23: 70 cut or sold outQ2 23Q3 23: 72 bought or addedQ3 23: 62 cut or sold outQ3 23Q4 23: 79 bought or addedQ4 23: 58 cut or sold outQ4 23Q1 24: 65 bought or addedQ1 24: 78 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q4 20225954
Q1 20237554
Q2 20236770
Q3 20237262
Q4 20237958
Q1 20246578

Calls vs puts

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

CallsPuts
$0$100k$200k$300kQ2 23 calls: $229.0kQ2 23 puts: $44.2kQ2 23P/C 0.19Q3 23 calls: $256.6kQ3 23 puts: $21.9kQ3 23P/C 0.09Q4 23 calls: $145.5kQ4 23 puts: $10.8kQ4 23P/C 0.07Q1 24 calls: $39.0kQ1 24 puts: $19.5kQ1 24P/C 0.50
Numbers
QuarterCallsPutsP/C
Q2 2023$229.0k$44.2k0.19
Q3 2023$256.6k$21.9k0.09
Q4 2023$145.5k$10.8k0.07
Q1 2024$39.0k$19.5k0.50

Biggest buyers

VANGUARD GROUP INC Added +569,015+569.0k
MORGAN STANLEY Added +555,793+555.8k
NewEdge Advisors, LLC Added +88,498+88.5k
Empowered Funds, LLC Added +77,489+77.5k
AQR CAPITAL MANAGEMENT LLC Added +74,686+74.7k
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Added +72,077+72.1k
AMERICAN CENTURY COMPANIES INC Added +56,282+56.3k
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Added +53,260+53.3k
JPMORGAN CHASE & CO Added +48,396+48.4k
GRACE & WHITE INC /NY Added +42,739+42.7k

Biggest sellers

Hodges Capital Management Inc. Reduced -330,388-330.4k
WASATCH ADVISORS LP Sold out -209,270-209.3k
OXFORD FINANCIAL GROUP, LTD. LLC Reduced -121,064-121.1k
FMR LLC Reduced -73,878-73.9k
ROYCE & ASSOCIATES LP Reduced -70,776-70.8k
BlackRock Inc. Reduced -62,059-62.1k
First Eagle Investment Management, LLC Reduced -59,500-59.5k
NORTHERN TRUST CORP Reduced -45,476-45.5k
Nuveen Asset Management, LLC Reduced -33,146-33.1k
GOLDMAN SACHS GROUP INC Reduced -32,337-32.3k

Biggest calls

CITADEL ADVISORS LLC Reduced $36.8k1.7k shares
GROUP ONE TRADING LLC Unchanged $2.2k100 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

CITADEL ADVISORS LLC Added $19.5k900 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 2024

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.

None reported in Q1 2024.

Holders, Q1 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock Inc. 0.00% of their portfolio New York, NY 2,373,2922.4m $51.4m $51.4m 0.00% Reduced -62.1k -62,059
2 DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio AUSTIN, TX 2,030,3302.0m $44.0m $44.0m 0.01% Reduced -24.0k -24,029
3 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 1,808,5161.8m $39.2m $39.2m 0.00% Added +569.0k +569,015
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,081,3511.1m $23.4m $23.4m 0.00% Reduced -1.8k -1,752
5 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,004,7151.0m $21.8m $21.8m 0.00% Added +555.8k +555,793
6 ROYCE & ASSOCIATES LP 0.17% of their portfolio New York, NY 856,823856.8k $18.6m $18.6m 0.17% Reduced -70.8k -70,776
7 EARNEST PARTNERS LLC 0.07% of their portfolio ATLANTA, GA 660,317660.3k $14.3m $14.3m 0.07% Reduced -13.7k -13,710
8 Hodges Capital Management Inc. 0.81% of their portfolio DALLAS, TX 576,760576.8k $12.5m $12.5m 0.81% Reduced -330.4k -330,388
9 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 555,083555.1k $12.0m $12.0m 0.00% Reduced -1.5k -1,497
10 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 545,046545.0k $11.8m $11.8m 0.00% Added +9.0k +9,026
11 LSV ASSET MANAGEMENT 0.02% of their portfolio CHICAGO, IL 477,632477.6k $10.3m $10.3m 0.02% Reduced -500 -500
12 Larson Financial Group LLC 0.68% of their portfolio ST LOUIS, MO 404,571404.6k $8.8m $8.8m 0.68% Unchanged
13 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.03% of their portfolio Los Angeles, CA 390,870390.9k $8.5m $8.5m 0.03% Added +53.3k +53,260
14 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 353,995354.0k $7.7m $7.7m 0.00% Added +1.0k +1,044
15 Pacific Ridge Capital Partners, LLC 1.66% of their portfolio LAKE OSWEGO, OR 349,910349.9k $7.6m $7.6m 1.66% Reduced -18.4k -18,433
16 OXFORD FINANCIAL GROUP, LTD. LLC 0.51% of their portfolio INDIANAPOLIS, IN 342,472342.5k $7.4m $7.4m 0.51% Reduced -121.1k -121,064
17 SAPIENT CAPITAL LLC 0.16% of their portfolio INDIANAPOLIS, IN 325,075325.1k $7.0m $7.0m 0.16% Unchanged
18 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 266,685266.7k $5.8m $5.8m 0.00% Added +72.1k +72,077
19 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 262,399262.4k $5.7m $5.7m 0.00% Added +6.0k +5,971
20 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 242,060242.1k $5.2m $5.2m 0.00% Reduced -45.5k -45,476
21 KENNEDY CAPITAL MANAGEMENT LLC 0.11% of their portfolio ST LOUIS, MO 239,117239.1k $5.2m $5.2m 0.11% Reduced -6.0k -6,009
22 Foundry Partners, LLC 0.23% of their portfolio MINNEAPOLIS, MN 197,225197.2k $4.3m $4.3m 0.23% Added +39.8k +39,755
23 First Eagle Investment Management, LLC 0.01% of their portfolio NEW YORK, NY 189,524189.5k $4.1m $4.1m 0.01% Reduced -59.5k -59,500
24 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 189,097189.1k $4.1m $4.1m 0.00% Reduced -19.3k -19,315
25 GRACE & WHITE INC /NY 0.72% of their portfolio NY, NY 185,377185.4k $4.0m $4.0m 0.72% Added +42.7k +42,739
26 NewEdge Advisors, LLC 0.03% of their portfolio NEW ORLEANS, LA 170,030170.0k $3.7m $3.7m 0.03% Added +88.5k +88,498
27 Assenagon Asset Management S.A. 0.01% of their portfolio SENNINGERBERG, N4 151,300151.3k $3.3m $3.3m 0.01% Reduced -4.4k -4,358
28 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 144,507144.5k $3.1m $3.1m 0.00% Reduced -33.1k -33,146
29 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 142,092142.1k $3.1m $3.1m 0.00% Added +56.3k +56,282
30 AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio Greenwich, CT 142,013142.0k $3.1m $3.1m 0.01% Added +74.7k +74,686
31 DONALD SMITH & CO., INC. 0.06% of their portfolio NEW YORK, NY 124,287124.3k $2.7m $2.7m 0.06% Added +6.5k +6,511
32 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 120,567120.6k $2.6m $2.6m 0.00% Added +21 +21
33 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 120,014120.0k $2.6m $2.6m 0.00% Added +48.4k +48,396
34 Empowered Funds, LLC 0.02% of their portfolio NEWTOWN SQUARE, PA 109,728109.7k $2.4m $2.4m 0.02% Added +77.5k +77,489
35 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 108,327108.3k $2.3m $2.3m 0.00% Reduced -10.6k -10,558
36 Front Street Capital Management, Inc. 0.43% of their portfolio MISSOULA, MT 105,145105.1k $2.3m $2.3m 0.43% Reduced -20.4k -20,372
37 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 95,55595.6k $2.1m $2.1m 0.00% Added +28.2k +28,156
38 Valeo Financial Advisors, LLC 0.07% of their portfolio CARMEL, IN 89,48389.5k $1.9m $1.9m 0.07% Reduced -9.0k -9,006
39 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 87,97688.0k $1.9m $1.9m 0.00% Added +37.1k +37,120
40 Brandywine Global Investment Management, LLC 0.01% of their portfolio PHILADELPHIA, PA 82,61482.6k $1.8m $1.8m 0.01% Added +39.4k +39,409
41 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 70,47270.5k $1.5m $1.5m 0.00% Added +2.2k +2,197
42 Cardinal Capital Management 0.23% of their portfolio RALEIGH, NC 64,53864.5k $1.4m $1.4m 0.23% Added +18.1k +18,096
43 Pinnacle Holdings, LLC 0.55% of their portfolio TULSA, OK 63,10363.1k $1.4m $1.4m 0.55% Added +5.8k +5,812
44 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 58,54958.5k $1.3m $1.3m 0.00% Added +4.3k +4,321
45 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 55,05055.0k $1.2m $1.2m 0.00% Reduced -1.5k -1,483
46 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.02% of their portfolio HOUSTON, TX 54,86454.9k $1.2m $1.2m 0.02% Added +22.6k +22,625
47 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 52,90152.9k $1.1m $1.1m 0.00% Reduced -32.3k -32,337
48 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 50,94950.9k $1.1m $1.1m 0.00% Added +35.3k +35,271
49 TECTONIC ADVISORS LLC 0.08% of their portfolio FRISCO, TX 50,41550.4k $1.1m $1.1m 0.08% Reduced -1.1k -1,079
50 Polaris Capital Management, LLC 0.05% of their portfolio BOSTON, MA 50,24550.2k $1.1m $1.1m 0.05% Unchanged
51 CREDIT SUISSE AG/ 0.00% of their portfolio ZURICH, V8 49,99550.0k $1.1m $1.1m 0.00% Added +371 +371
52 Swiss National Bank 0.00% of their portfolio ZURICH, V8 49,00049.0k $1.1m $1.1m 0.00% Unchanged
53 Alberta Investment Management Corp 0.01% of their portfolio EDMONTON, A0 48,70048.7k $1.1m $1.1m 0.01% Unchanged
54 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 48,26448.3k $1.0m $1.0m 0.00% Added +6.0k +5,964
55 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 48,02348.0k $1.0m $1.0m 0.00% Added +338 +338
56 Allianz Asset Management GmbH 0.00% of their portfolio MUNICH, 2M 47,47047.5k $1.0m $1.0m 0.00% Added +24.6k +24,578
57 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 46,19946.2k $1.0m $1.0m 0.00% Reduced -17.5k -17,462
58 JANUS HENDERSON GROUP PLC 0.00% of their portfolio LONDON, X0 38,23538.2k $827.7k $827.7k 0.00% Added +2.6k +2,650
59 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 37,85837.9k $819.6k $819.6k 0.00% Added +20.5k +20,505
60 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 37,63237.6k $814.7k $814.7k 0.00% Reduced -443 -443
61 GAMCO INVESTORS, INC. ET AL 0.01% of their portfolio GREENWICH, CT 36,90536.9k $799.0k $799.0k 0.01% Added +12.1k +12,065
62 MACQUARIE GROUP LTD 0.00% of their portfolio Sydney, NSW 2000, C3 36,60036.6k $792.0k $792.0k 0.00% Unchanged
63 UBS Group AG 0.00% of their portfolio ZURICH, V8 36,46336.5k $789.4k $789.4k 0.00% Reduced -11.3k -11,267
64 ALGERT GLOBAL LLC 0.03% of their portfolio SAN FRANCISCO, CA 33,63033.6k $728.1k $728.1k 0.03% Reduced -1.6k -1,560
65 FIRST HAWAIIAN BANK 0.02% of their portfolio HONOLULU, HI 32,90732.9k $712.4k $712.4k 0.02% Reduced -104 -104
66 Teton Advisors, Inc. 0.25% of their portfolio Rye, NY 32,50032.5k $703.6k $703.6k 0.25% Reduced -1.5k -1,500
67 Legacy Financial Advisors, Inc. 0.12% of their portfolio COVINGTON, KY 31,50331.5k $682.0k $682.0k 0.12% Unchanged
68 GABELLI FUNDS LLC 0.00% of their portfolio Rye, NY 31,11631.1k $673.7k $673.7k 0.00% Added +7.8k +7,832
69 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 30,05530.1k $651.0k $651.0k 0.00% Added +889 +889
70 Campbell & CO Investment Adviser LLC 0.05% of their portfolio BALTIMORE, MD 26,78326.8k $579.9k $579.9k 0.05% Added +3.7k +3,730
71 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 25,92325.9k $561.2k $561.2k 0.00% Added +3.9k +3,873
72 STRS OHIO 0.00% of their portfolio COLUMBUS, OH 25,60025.6k $554.0k $554.0k 0.00% Added +1.5k +1,500
73 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 24,75224.8k $535.9k $535.9k 0.00% Reduced -1.6k -1,562
74 Jump Financial, LLC 0.01% of their portfolio Chicago, IL 24,73424.7k $535.5k $535.5k 0.01% Added +3.7k +3,695
75 Trexquant Investment LP 0.01% of their portfolio STAMFORD, CT 24,62524.6k $533.1k $533.1k 0.01% Added +7.9k +7,888
76 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 23,43223.4k $507.0k $507.0k 0.00% Reduced -6.7k -6,743
77 TWO SIGMA ADVISERS, LP 0.00% of their portfolio NEW YORK, NY 23,30023.3k $504.4k $504.4k 0.00% Added +1.1k +1,100
78 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 22,59222.6k $489.1k $489.1k 0.00% Reduced -519 -519
79 FMR LLC 0.00% of their portfolio BOSTON, MA 21,47121.5k $464.8k $464.8k 0.00% Reduced -73.9k -73,878
80 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 21,45021.4k $464.4k $464.4k 0.00% Added +2.5k +2,450
81 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 21,16821.2k $458.3k $458.3k 0.00% Unchanged
82 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 19,49719.5k $422.1k $422.1k 0.00% Added +13.8k +13,752
83 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 19,28819.3k $417.6k $417.6k 0.00% Reduced -251 -251
84 Linden Thomas Advisory Services, LLC 0.07% of their portfolio Charlotte, NC 19,07419.1k $413.0k $413.0k 0.07% Added +7.3k +7,290
85 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio TALLAHASSEE, FL 18,57518.6k $447.7k $447.7k 0.00% New
86 Legal & General Group Plc 0.00% of their portfolio London, X0 17,86817.9k $386.8k $386.8k 0.00% Unchanged
87 New York Life Investment Management LLC 0.00% of their portfolio New York, NY 17,14317.1k $371.1k $371.1k 0.00% Added +2.8k +2,814
88 PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio DES MOINES, IA 16,80316.8k $363.8k $363.8k 0.00% New
89 North Star Investment Management Corp. 0.03% of their portfolio CHICAGO, IL 16,44116.4k $355.9k $355.9k 0.03% Unchanged
90 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 16,28616.3k $352.6k $352.6k 0.00% Added +6.7k +6,702
91 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 16,00616.0k $346.5k $346.5k 0.00% New
92 CANADA LIFE ASSURANCE Co 0.00% of their portfolio WINNIPEG, A2 15,97916.0k $346.0k $346.0k 0.00% Unchanged
93 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 15,96116.0k $345.6k $345.6k 0.00% Added +4.5k +4,452
94 Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio VANCOUVER, A1 13,69913.7k $296.6k $296.6k 0.00% Added +6.1k +6,051
95 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 13,11613.1k $284.0k $284.0k 0.00% Added +2.2k +2,201
96 OCCUDO QUANTITATIVE STRATEGIES LP 0.05% of their portfolio FORT LAUDERDALE, FL 13,10913.1k $283.8k $283.8k 0.05% Added +1.4k +1,395
97 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 12,44312.4k $269.4k $269.4k 0.00% Unchanged
98 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 12,29912.3k $266.0k $266.0k 0.00% Reduced -15 -15
99 AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio New York, NY 11,81011.8k $255.7k $255.7k 0.00% Reduced -101 -101
100 EntryPoint Capital, LLC 0.21% of their portfolio NEW YORK, NY 10,74510.7k $232.6k $232.6k 0.21% Added +5.3k +5,269