KNIFE RIVER CORP KNF
COMMON STOCK · Common Stock · CUSIP 498894104 · ISIN US4988941047
- SectorMaterials
- IndustryMining & Quarrying of Nonmetallic Minerals (No Fuels)
- HeadquartersBismarck, ND
- FilingsSEC EDGAR
* 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 ($487.6k this quarter). Holder counts are more reliable. Shares outstanding: 56.8m as of 2026-07-30, 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 ≈ $83.70. Options: 5 managers hold calls ($4.3m notional), 2 hold puts ($393.2k).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q2 2023 | 291 |
| Q3 2023 | 308 |
| Q4 2023 | 353 |
| Q1 2024 | 381 |
| Q2 2024 | 376 |
| Q3 2024 | 393 |
| Q4 2024 | 418 |
| Q1 2025 | 431 |
| Q2 2025 | 413 |
| Q3 2025 | 393 |
| Q4 2025 | 382 |
| Q1 2026 | 388 |
| Q2 2026 | 391 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 185 | 160 |
| Q4 2024 | 195 | 160 |
| Q1 2025 | 194 | 185 |
| Q2 2025 | 174 | 208 |
| Q3 2025 | 150 | 207 |
| Q4 2025 | 164 | 191 |
| Q1 2026 | 171 | 150 |
| Q2 2026 | 162 | 168 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $5.1m | $6.4m | 1.27 |
| Q4 2025 | $1.3m | $583.9k | 0.46 |
| Q1 2026 | $2.5m | $2.7m | 1.08 |
| Q2 2026 | $4.3m | $393.2k | 0.09 |
Biggest buyers
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +619.1k |
| Capital World Investors | Added | +600.7k |
| DIMENSIONAL FUND ADVISORS LP | Added | +325.5k |
| BlackRock, Inc. | Added | +318.4k |
| NEUBERGER BERMAN GROUP LLC | Added | +279.6k |
| FMR LLC | Added | +272.7k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | Added | +177.6k |
| GOLDMAN SACHS GROUP INC | Added | +162.1k |
| STATE STREET CORP | Added | +97.7k |
| Paradice Investment Management LLC | Added | +95.3k |
Biggest sellers
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | Reduced | -1.2m |
| UBS Group AG | Reduced | -854.7k |
| Capital Research Global Investors | Reduced | -469.1k |
| MORGAN STANLEY | Reduced | -320.1k |
| RAYMOND JAMES FINANCIAL INC | Reduced | -176.8k |
| MILLENNIUM MANAGEMENT LLC | Sold out | -131.8k |
| Nuveen, LLC | Reduced | -118.7k |
| WESTWOOD HOLDINGS GROUP INC | Reduced | -84.1k |
| FRONTIER CAPITAL MANAGEMENT CO LLC | Reduced | -70.1k |
| BANK OF AMERICA CORP /DE/ | Reduced | -69.1k |
Biggest calls
| WELLS FARGO & COMPANY/MN | New | $2.1m25.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $995.4k11.9k shares |
| CITADEL ADVISORS LLC | Added | $593.9k7.1k shares |
| IMC-Chicago, LLC | Added | $393.2k4.7k shares |
| JANE STREET GROUP, LLC | New | $200.8k2.4k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $384.8k4.6k shares |
| SIMPLEX TRADING, LLC | Reduced | $8.4k100 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.
| Holder | Stake |
|---|---|
| PRICE T ROWE ASSOCIATES INC /MD/ 13G · institution +1.8 pts · filed 2026-10-07 | 10.8% |
| Capital World Investors 13G · institution new · filed 2026-08-12 | 5.7% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.2% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-07-31 | 5.0% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 2026
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 since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 7.3m $609.8m | Added +318.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.04% of their portfolio | 5.1m $428.0m | Added +619.1k |
| Capital World Investors 0.03% of their portfolio | 3.2m $271.4m | Added +600.7k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 2.8m $235.5m | Added +73.1k |
| BAILLIE GIFFORD & CO 0.21% of their portfolio | 2.7m $229.1m | Added +71.0k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 2.6m $214.3m | Added +16.2k |
| STATE STREET CORP 0.01% of their portfolio | 2.2m $180.3m | Added +97.7k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 1.8m $149.8m | Added +325.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.5m $127.4m | Added +91.5k |
| UBS Group AG 0.02% of their portfolio | 1.5m $124.4m | Reduced -854.7k |
| NEUBERGER BERMAN GROUP LLC 0.08% of their portfolio | 1.4m $118.2m | Added +279.6k |
| Capital Research Global Investors 0.02% of their portfolio | 1.3m $107.8m | Reduced -469.1k |
| T. Rowe Price Investment Management, Inc. 0.06% of their portfolio | 1.1m $90.6m | Reduced -43.4k |
| MORGAN STANLEY 0.00% of their portfolio | 1.1m $89.5m | Reduced -320.1k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.0m $84.6m | Added +162.1k |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC 0.22% of their portfolio | 851.5k $71.2m | Reduced -1.2m |
| WESTWOOD HOLDINGS GROUP INC 0.51% of their portfolio | 814.3k $68.1m | Reduced -84.1k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.09% of their portfolio | 754.9k $63.1m | Added +177.6k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 729.8k $61.0m | Added +29.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 693.2k $58.0m | Added +11.5k |
| FMR LLC 0.00% of their portfolio | 636.2k $53.2m | Added +272.7k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.02% of their portfolio | 572.7k $50.4m | Added +45.6k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.06% of their portfolio | 559.8k $46.8m | Added +41.7k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.30% of their portfolio | 555.5k $46.5m | Added +28.8k |
| Hood River Capital Management LLC 0.32% of their portfolio | 535.1k $44.8m | Added +24.5k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% of their portfolio | 465.9k $39.0m | Reduced -2.8k |
| Nuveen, LLC 0.01% of their portfolio | 438.0k $36.6m | Reduced -118.7k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 409.0k $34.2m | Added +14.7k |
| US BANCORP \DE\ 0.04% of their portfolio | 403.1k $33.7m | Reduced -2.2k |
| Paradice Investment Management LLC 5.37% of their portfolio | 401.9k $33.6m | Added +95.3k |
| Invesco Ltd. 0.00% of their portfolio | 380.7k $31.8m | Added +24.1k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 354.4k $29.6m | Reduced -13.2k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.26% of their portfolio | 339.4k $28.4m | Reduced -70.1k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.07% of their portfolio | 328.7k $27.5m | Added +74.2k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 323.4k $27.1m | Reduced -69.1k |
| NORGES BANK 0.00% of their portfolio | 295.4k $24.7m | Not comparable |
| Diamond Hill Capital Management, LLC (Investment Advisor) 0.17% of their portfolio | 253.9k $21.2m | Reduced -41.5k |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 223.8k $18.7m | Reduced -255 |
| LOOMIS SAYLES & CO L P 0.02% of their portfolio | 215.0k $18.0m | Reduced -3.9k |
| Aberdeen Group plc 0.02% of their portfolio | 207.2k $17.3m | Added +32.0k |
| EXCHANGE TRADED CONCEPTS, LLC 0.09% of their portfolio | 206.6k $17.3m | Unchanged |
| BROWN ADVISORY INC 0.02% of their portfolio | 185.5k $15.5m | Added +32.8k |
| GW&K Investment Management, LLC 0.12% of their portfolio | 182.8k $15.3m | Reduced -4.0k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 173.7k $14.5m | Added +5.6k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 132.7k $11.1m | Added +3.6k |
| GABELLI FUNDS LLC 0.07% of their portfolio | 130.8k $10.9m | Added +7.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 128.5k $10.8m | Reduced -8.2k |
| MAIRS & POWER INC 0.10% of their portfolio | 128.4k $10.7m | Reduced -6.1k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 125.6k $10.5m | Added +75.2k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 117.6k $9.6m | Added +6.7k |
| Swiss National Bank 0.00% of their portfolio | 113.9k $9.5m | Added +1.8k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 111.1k $9.8m | Reduced -2.3k |
| Creative Planning 0.01% of their portfolio | 107.1k $9.0m | Reduced -5.4k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 105.9k $8.9m | Added +24.8k |
| Baird Financial Group, Inc. 0.01% of their portfolio | 102.0k $8.5m | Added +1.3k |
| Angeles Investment Advisors, LLC 0.51% of their portfolio | 101.5k $8.5m | Unchanged |
| CI INVESTMENTS INC. 0.03% of their portfolio | 99.5k $8.3m | Added +20.4k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 97.7k $8.2m | Added +68.0k |
| GAMCO INVESTORS, INC. ET AL 0.07% of their portfolio | 95.3k $8.0m | Reduced -3.5k |
| BARCLAYS PLC 0.00% of their portfolio | 94.5k $7.9m | Reduced -57.1k |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.05% of their portfolio | 92.8k $7.8m | Added +6.4k |
| CONGRESS ASSET MANAGEMENT CO 0.05% of their portfolio | 87.7k $7.3m | Added +3.5k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 85.8k $7.2m | Added +48.5k |
| SEGALL BRYANT & HAMILL, LLC 0.08% of their portfolio | 84.9k $7.1m | Added +1.5k |
| Advisors Asset Management, Inc. 0.11% of their portfolio | 82.9k $6.9m | Added +32.7k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 80.0k $6.7m | Reduced -3.0k |
| Legal & General Group Plc 0.00% of their portfolio | 78.5k $6.6m | Added +3.1k |
| M&T Bank Corp 0.02% of their portfolio | 70.8k $5.9m | Reduced -230 |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 70.4k $5.9m | Reduced -19.2k |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.02% of their portfolio | 67.7k $5.7m | Unchanged |
| California Public Employees Retirement System 0.00% of their portfolio | 66.7k $5.6m | Reduced -3.0k |
| LPL Financial LLC 0.00% of their portfolio | 65.8k $5.5m | Added +10.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 65.7k $5.5m | Reduced -427 |
| Emerald Investment Advisers, LLC 0.35% of their portfolio | 63.6k $5.3m | Added +4.1k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 63.5k $5.3m | Reduced -2.2k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 62.5k $5.2m | Added +1.9k |
| MetLife Investment Management, LLC 0.02% of their portfolio | 60.3k $5.0m | Added +2.0k |
| HEARTLAND ADVISORS INC 0.22% of their portfolio | 60.0k $5.0m | Unchanged |
| ArrowMark Colorado Holdings LLC 0.21% of their portfolio | 60.0k $5.0m | Added +37.0k |
| Retirement Systems of Alabama 0.01% of their portfolio | 58.7k $4.9m | Reduced -10.8k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 57.1k $4.8m | Added +12.0k |
| CITIGROUP INC 0.00% of their portfolio | 56.0k $4.7m | Added +40.0k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 55.7k $4.7m | Added +3.4k |
| Hudson Value Partners, LLC 1.17% of their portfolio | 55.6k $4.7m | Added +94 |
| CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio | 55.1k $4.6m | Added +990 |
| JOHN G ULLMAN & ASSOCIATES INC 0.55% of their portfolio | 54.0k $4.5m | Reduced -421 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 51.2k $4.3m | Reduced -644 |
| PECAUT & CO. 1.28% of their portfolio | 50.1k $4.2m | Reduced -650 |
| Quantinno Capital Management LP 0.00% of their portfolio | 47.6k $4.0m | Added +32.3k |
| FIRST MANHATTAN CO. LLC. 0.01% of their portfolio | 47.1k $3.9m | Reduced -650 |
| Future Fund LLC 1.07% of their portfolio | 44.5k $3.7m | Added +6.1k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.06% of their portfolio | 42.2k $3.5m | Reduced -3.7k |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 0.39% of their portfolio | 40.3k $3.4m | Added +1.9k |
| Allspring Global Investments Holdings, LLC 0.01% of their portfolio | 39.9k $3.3m | Reduced -41.1k |
| Moody Aldrich Partners LLC 0.59% of their portfolio | 39.3k $3.3m | Reduced -10.0k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 38.3k $3.2m | Added +5.0k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.01% of their portfolio | 38.1k $3.2m | Reduced -7.1k |
| Meixler Investment Management, Ltd. 1.67% of their portfolio | 36.1k $3.0m | Added +1.1k |
| Corient Private Wealth LP 0.00% of their portfolio | 33.8k $2.8m | Added +29.3k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 33.0k $2.8m | Reduced -882 |