Vault-13

KIMBALL ELECTRONICS INC KE

COM · Common Stock · CUSIP 49428J109

148 institutional holders +5 vs Q1 2024
19,156,85519.2m shares reported held*
77.5% of all shares outstanding*
$420.9mreported value*
17 new 58 added 45 reduced 12 sold out net sold ≈ $10.0m (-449.4k 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 ($1.6m this quarter). Holder counts are more reliable. Shares outstanding: 24.7m as of 2024-08-08, 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 ≈ $21.97. Options: 2 managers hold calls ($15.4k notional), 2 hold puts ($19.8k).

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 128Q4 22: 137Q1 23: 153Q2 23: 149Q3 23: 149Q4 23: 161Q1 24: 143Q2 24: 148148Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 2022128
Q4 2022137
Q1 2023153
Q2 2023149
Q3 2023149
Q4 2023161
Q1 2024143
Q2 2024148

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 outQ2 23: 67 bought or addedQ2 23: 70 cut or sold outQ2 23Q3 23: 72 bought or addedQ3 23: 62 cut or sold outQ4 23: 79 bought or addedQ4 23: 58 cut or sold outQ4 23Q1 24: 65 bought or addedQ1 24: 78 cut or sold outQ2 24: 75 bought or addedQ2 24: 57 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 20225954
Q1 20237554
Q2 20236770
Q3 20237262
Q4 20237958
Q1 20246578
Q2 20247557

Calls vs puts

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

CallsPuts
$0$100k$200k$300kQ3 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 0.50Q2 24 calls: $15.4kQ2 24 puts: $19.8kQ2 24P/C 1.29
Numbers
QuarterCallsPutsP/C
Q3 2023$256.6k$21.9k0.09
Q4 2023$145.5k$10.8k0.07
Q1 2024$39.0k$19.5k0.50
Q2 2024$15.4k$19.8k1.29

Biggest buyers

BANK OF AMERICA CORP /DE/ Added +124,819+124.8k
Assenagon Asset Management S.A. Added +122,336+122.3k
AQR CAPITAL MANAGEMENT LLC Added +93,831+93.8k
DONALD SMITH & CO., INC. Added +83,317+83.3k
BlackRock Inc. Added +68,376+68.4k
AMERICAN CENTURY COMPANIES INC Added +56,468+56.5k
AVANTAX ADVISORY SERVICES, INC. New +50,588+50.6k
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP New +38,730+38.7k
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Added +36,421+36.4k
JANE STREET GROUP, LLC Added +35,039+35.0k

Biggest sellers

MORGAN STANLEY Reduced -815,321-815.3k
First Eagle Investment Management, LLC Sold out -189,524-189.5k
FRANKLIN RESOURCES INC Sold out -120,567-120.6k
Nuveen Asset Management, LLC Reduced -52,663-52.7k
JPMORGAN CHASE & CO Reduced -50,356-50.4k
Empowered Funds, LLC Reduced -35,706-35.7k
Hodges Capital Management Inc. Reduced -30,709-30.7k
CITADEL ADVISORS LLC Reduced -29,069-29.1k
Jump Financial, LLC Sold out -24,734-24.7k
DIMENSIONAL FUND ADVISORS LP Reduced -24,557-24.6k

Biggest calls

CITADEL ADVISORS LLC Reduced $15.4k700 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

CITADEL ADVISORS LLC Unchanged $19.8k900 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 Q2 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 Q2 2024.

Holders, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock Inc. 0.00% of their portfolio New York, NY 2,441,6682.4m $53.7m $53.7m 0.00% Added +68.4k +68,376
2 DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio AUSTIN, TX 2,005,7732.0m $44.1m $44.1m 0.01% Reduced -24.6k -24,557
3 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 1,827,5651.8m $40.2m $40.2m 0.00% Added +19.0k +19,049
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,206,1701.2m $26.5m $26.5m 0.00% Added +124.8k +124,819
5 ROYCE & ASSOCIATES LP 0.17% of their portfolio New York, NY 845,012845.0k $18.6m $18.6m 0.17% Reduced -11.8k -11,811
6 EARNEST PARTNERS LLC 0.07% of their portfolio ATLANTA, GA 652,504652.5k $14.3m $14.3m 0.07% Reduced -7.8k -7,813
7 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 573,185573.2k $12.6m $12.6m 0.00% Added +28.1k +28,139
8 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 557,205557.2k $12.2m $12.2m 0.00% Added +2.1k +2,122
9 Hodges Capital Management Inc. 0.82% of their portfolio DALLAS, TX 546,051546.1k $12.0m $12.0m 0.82% Reduced -30.7k -30,709
10 LSV ASSET MANAGEMENT 0.02% of their portfolio CHICAGO, IL 473,732473.7k $10.4m $10.4m 0.02% Reduced -3.9k -3,900
11 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.03% of their portfolio Los Angeles, CA 417,860417.9k $9.2m $9.2m 0.03% Added +27.0k +26,990
12 Larson Financial Group LLC 0.61% of their portfolio ST LOUIS, MO 404,571404.6k $8.9m $8.9m 0.61% Unchanged
13 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 348,507348.5k $7.7m $7.7m 0.00% Reduced -5.5k -5,488
14 OXFORD FINANCIAL GROUP, LTD. LLC 0.50% of their portfolio INDIANAPOLIS, IN 343,723343.7k $7.6m $7.6m 0.50% Added +1.3k +1,251
15 Pacific Ridge Capital Partners, LLC 1.77% of their portfolio LAKE OSWEGO, OR 335,441335.4k $7.4m $7.4m 1.77% Reduced -14.5k -14,469
16 SAPIENT CAPITAL LLC 0.15% of their portfolio INDIANAPOLIS, IN 325,075325.1k $7.1m $7.1m 0.15% Unchanged
17 Assenagon Asset Management S.A. 0.01% of their portfolio SENNINGERBERG, N4 273,636273.6k $6.0m $6.0m 0.01% Added +122.3k +122,336
18 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 257,501257.5k $5.7m $5.7m 0.00% Reduced -4.9k -4,898
19 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 253,355253.4k $5.6m $5.6m 0.00% Reduced -13.3k -13,330
20 AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio Greenwich, CT 235,844235.8k $5.2m $5.2m 0.01% Added +93.8k +93,831
21 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 235,209235.2k $5.2m $5.2m 0.00% Reduced -6.9k -6,851
22 KENNEDY CAPITAL MANAGEMENT LLC 0.10% of their portfolio ST LOUIS, MO 223,462223.5k $4.9m $4.9m 0.10% Reduced -15.7k -15,655
23 Foundry Partners, LLC 0.26% of their portfolio MINNEAPOLIS, MN 216,955217.0k $4.8m $4.8m 0.26% Added +19.7k +19,730
24 DONALD SMITH & CO., INC. 0.12% of their portfolio NEW YORK, NY 207,604207.6k $4.6m $4.6m 0.12% Added +83.3k +83,317
25 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 198,560198.6k $4.4m $4.4m 0.00% Added +56.5k +56,468
26 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 189,394189.4k $4.2m $4.2m 0.00% Reduced -815.3k -815,321
27 GRACE & WHITE INC /NY 0.77% of their portfolio NY, NY 185,377185.4k $4.1m $4.1m 0.77% Unchanged
28 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 177,408177.4k $3.9m $3.9m 0.00% Reduced -11.7k -11,689
29 NewEdge Advisors, LLC 0.03% of their portfolio NEW ORLEANS, LA 170,030170.0k $3.7m $3.7m 0.03% Unchanged
30 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 117,676117.7k $2.6m $2.6m 0.00% Added +9.3k +9,349
31 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 113,113113.1k $2.5m $2.5m 0.00% Added +17.6k +17,558
32 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 110,016110.0k $2.4m $2.4m 0.00% Added +22.0k +22,040
33 Front Street Capital Management, Inc. 0.43% of their portfolio MISSOULA, MT 101,072101.1k $2.2m $2.2m 0.43% Reduced -4.1k -4,073
34 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 94,97095.0k $2.1m $2.1m 0.00% Added +36.4k +36,421
35 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 91,84491.8k $2.0m $2.0m 0.00% Reduced -52.7k -52,663
36 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.04% of their portfolio HOUSTON, TX 86,92286.9k $1.9m $1.9m 0.04% Added +32.1k +32,058
37 Valeo Financial Advisors, LLC 0.06% of their portfolio CARMEL, IN 81,57581.6k $1.8m $1.8m 0.06% Reduced -7.9k -7,908
38 Brandywine Global Investment Management, LLC 0.01% of their portfolio PHILADELPHIA, PA 78,83178.8k $1.7m $1.7m 0.01% Reduced -3.8k -3,783
39 Cardinal Capital Management 0.29% of their portfolio RALEIGH, NC 78,47378.5k $1.7m $1.7m 0.29% Added +13.9k +13,935
40 Empowered Funds, LLC 0.03% of their portfolio NEWTOWN SQUARE, PA 74,02274.0k $1.6m $1.6m 0.03% Reduced -35.7k -35,706
41 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 69,87369.9k $1.5m $1.5m 0.00% Reduced -599 -599
42 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 69,65869.7k $1.5m $1.5m 0.00% Reduced -50.4k -50,356
43 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 67,43967.4k $1.5m $1.5m 0.00% Added +14.5k +14,538
44 Pinnacle Holdings, LLC 0.56% of their portfolio TULSA, OK 63,03463.0k $1.4m $1.4m 0.56% Reduced -69 -69
45 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 61,65361.7k $1.4m $1.4m 0.00% Added +6.6k +6,603
46 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 60,98461.0k $1.3m $1.3m 0.00% Added +12.7k +12,720
47 JANUS HENDERSON GROUP PLC 0.00% of their portfolio LONDON, X0 53,13653.1k $1.2m $1.2m 0.00% Added +14.9k +14,901
48 TECTONIC ADVISORS LLC 0.08% of their portfolio FRISCO, TX 53,00353.0k $1.2m $1.2m 0.08% Added +2.6k +2,588
49 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 52,56152.6k $1.2m $1.2m 0.00% Added +4.5k +4,538
50 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 51,32551.3k $1.1m $1.1m 0.00% Added +35.0k +35,039
51 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 50,58850.6k $1.1m $1.1m 0.01% New
52 Polaris Capital Management, LLC 0.06% of their portfolio BOSTON, MA 50,24550.2k $1.1m $1.1m 0.06% Unchanged
53 Swiss National Bank 0.00% of their portfolio ZURICH, V8 49,00049.0k $1.1m $1.1m 0.00% Unchanged
54 Alberta Investment Management Corp 0.01% of their portfolio EDMONTON, A0 48,70048.7k $1.1m $1.1m 0.01% Unchanged
55 Allianz Asset Management GmbH 0.00% of their portfolio MUNICH, 2M 44,90344.9k $987.0k $987.0k 0.00% Reduced -2.6k -2,567
56 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 42,29442.3k $929.6k $929.6k 0.00% Added +4.4k +4,436
57 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 41,62541.6k $914.9k $914.9k 0.00% Added +4.0k +3,993
58 TWO SIGMA ADVISERS, LP 0.00% of their portfolio NEW YORK, NY 40,10040.1k $881.4k $881.4k 0.00% Added +16.8k +16,800
59 GAMCO INVESTORS, INC. ET AL 0.01% of their portfolio GREENWICH, CT 39,55539.6k $869.4k $869.4k 0.01% Added +2.6k +2,650
60 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 38,73038.7k $851.0k $851.0k 0.00% New
61 MACQUARIE GROUP LTD 0.00% of their portfolio Sydney, NSW 2000, C3 36,60036.6k $804.0k $804.0k 0.00% Unchanged
62 Trexquant Investment LP 0.01% of their portfolio STAMFORD, CT 35,09435.1k $771.4k $771.4k 0.01% Added +10.5k +10,469
63 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 33,47833.5k $735.8k $735.8k 0.00% Reduced -12.7k -12,721
64 FIRST HAWAIIAN BANK 0.02% of their portfolio HONOLULU, HI 32,90732.9k $723.3k $723.3k 0.02% Unchanged
65 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 32,81132.8k $721.2k $721.2k 0.00% Added +16.9k +16,850
66 Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio VANCOUVER, A1 32,75432.8k $719.9k $719.9k 0.00% Added +19.1k +19,055
67 GABELLI FUNDS LLC 0.01% of their portfolio Rye, NY 32,54432.5k $715.3k $715.3k 0.01% Added +1.4k +1,428
68 Legacy Financial Advisors, Inc. 0.12% of their portfolio COVINGTON, KY 31,50331.5k $692.4k $692.4k 0.12% Unchanged
69 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 30,98131.0k $681.0k $681.0k 0.00% Added +926 +926
70 Teton Advisors, Inc. 0.28% of their portfolio Rye, NY 30,70030.7k $674.8k $674.8k 0.28% Reduced -1.8k -1,800
71 ALGERT GLOBAL LLC 0.02% of their portfolio SAN FRANCISCO, CA 28,63428.6k $629.4k $629.4k 0.02% Reduced -5.0k -4,996
72 Campbell & CO Investment Adviser LLC 0.05% of their portfolio BALTIMORE, MD 28,00928.0k $615.6k $615.6k 0.05% Added +1.2k +1,226
73 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 27,20627.2k $598.0k $598.0k 0.00% Added +11.2k +11,200
74 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 26,91926.9k $592.0k $592.0k 0.00% Added +3.5k +3,487
75 STRS OHIO 0.00% of their portfolio COLUMBUS, OH 25,60025.6k $562.7k $562.7k 0.00% Unchanged
76 FMR LLC 0.00% of their portfolio BOSTON, MA 24,47824.5k $538.0k $538.0k 0.00% Added +3.0k +3,007
77 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 24,25724.3k $533.2k $533.2k 0.00% Reduced -495 -495
78 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 22,17022.2k $487.3k $487.3k 0.00% Added +720 +720
79 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 22,05422.1k $484.8k $484.8k 0.00% Reduced -538 -538
80 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 21,88021.9k $480.9k $480.9k 0.00% Reduced -29.1k -29,069
81 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 21,24521.2k $467.0k $467.0k 0.00% Added +77 +77
82 Linden Thomas Advisory Services, LLC 0.07% of their portfolio Charlotte, NC 20,91320.9k $459.7k $459.7k 0.07% Added +1.8k +1,839
83 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 19,49719.5k $428.5k $428.5k 0.00% Unchanged
84 ExodusPoint Capital Management, LP 0.00% of their portfolio NEW YORK, NY 19,44719.4k $427.0k $427.0k 0.00% New
85 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 19,23019.2k $422.7k $422.7k 0.00% Reduced -58 -58
86 Legal & General Group Plc 0.00% of their portfolio London, X0 18,91418.9k $415.7k $415.7k 0.00% Added +1.0k +1,046
87 UBS Group AG 0.00% of their portfolio ZURICH, V8 18,64318.6k $409.8k $409.8k 0.00% Reduced -17.8k -17,820
88 PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio DES MOINES, IA 18,53118.5k $407.3k $407.3k 0.00% Added +1.7k +1,728
89 North Star Investment Management Corp. 0.03% of their portfolio CHICAGO, IL 16,44116.4k $361.4k $361.4k 0.03% Unchanged
90 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 14,80014.8k $325.3k $325.3k 0.00% New
91 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 14,15114.2k $311.0k $311.0k 0.00% Added +7.3k +7,302
92 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 13,70613.7k $301.3k $301.3k 0.00% Added +1.3k +1,263
93 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 13,62713.6k $151.0k $151.0k 0.00% New
94 Corebridge Financial, Inc. 0.00% of their portfolio HOUSTON, TX 13,18113.2k $289.7k $289.7k 0.00% First filing
95 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 12,69012.7k $278.9k $278.9k 0.00% Reduced -426 -426
96 Numerai GP LLC 0.10% of their portfolio SAN FRANCISCO, CA 12,48412.5k $274.4k $274.4k 0.10% New
97 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 11,38911.4k $250.3k $250.3k 0.00% First filing
98 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 10,80610.8k $238.0k $238.0k 0.00% Reduced -1.5k -1,493
99 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 10,76610.8k $236.6k $236.6k 0.00% New
100 Allspring Global Investments Holdings, LLC 0.00% of their portfolio CHARLOTTE, NC 10,45610.5k $229.8k $229.8k 0.00% Added +9.8k +9,813