Vault-13

KULR TECHNOLOGY GROUP INC KULR

COM · Common Stock · CUSIP 50125G109

73 institutional holders +29 vs Q3 2024
21,286,64921.3m shares reported held*
$75.5mreported value*
33 new 15 added 10 reduced 7 sold out net bought ≈ $41.8m (+11.8m 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. Implied quarter-end price ≈ $3.54. Options: 12 managers hold calls ($23.6m notional), 10 hold puts ($12.9m).

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 37Q4 22: 51Q1 23: 39Q2 23: 39Q3 23: 39Q4 23: 39Q1 24: 43Q2 24: 45Q3 24: 44Q4 24: 7373Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 202237
Q4 202251
Q1 202339
Q2 202339
Q3 202339
Q4 202339
Q1 202443
Q2 202445
Q3 202444
Q4 202473

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q1 23: 15 bought or addedQ1 23: 24 cut or sold outQ2 23: 14 bought or addedQ2 23: 11 cut or sold outQ2 23Q3 23: 11 bought or addedQ3 23: 12 cut or sold outQ4 23: 12 bought or addedQ4 23: 15 cut or sold outQ4 23Q1 24: 18 bought or addedQ1 24: 12 cut or sold outQ2 24: 24 bought or addedQ2 24: 15 cut or sold outQ2 24Q3 24: 14 bought or addedQ3 24: 16 cut or sold outQ4 24: 48 bought or addedQ4 24: 17 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 20231524
Q2 20231411
Q3 20231112
Q4 20231215
Q1 20241812
Q2 20242415
Q3 20241416
Q4 20244817

Calls vs puts

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

CallsPuts
$0$10m$20m$30mQ1 24 calls: $62.1kQ1 24 puts: $24.6kQ1 24P/C 0.40Q2 24 calls: $478.7kQ2 24 puts: $71.7kQ2 24P/C 0.15Q3 24 calls: $98.0kQ3 24 puts: $61.5kQ3 24P/C 0.63Q4 24 calls: $23.6mQ4 24 puts: $12.9mQ4 24P/C 0.55
Numbers
QuarterCallsPutsP/C
Q1 2024$62.1k$24.6k0.40
Q2 2024$478.7k$71.7k0.15
Q3 2024$98.0k$61.5k0.63
Q4 2024$23.6m$12.9m0.55

Biggest buyers

VANGUARD GROUP INC Added +3,446,894+3.4m
BlackRock, Inc. Added +3,138,811+3.1m
UBS Group AG Added +1,720,262+1.7m
JANE STREET GROUP, LLC New +547,408+547.4k
GOLDMAN SACHS GROUP INC New +538,792+538.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +538,489+538.5k
STATE STREET CORP Added +407,963+408.0k
OMERS ADMINISTRATION Corp New +346,800+346.8k
BANK OF AMERICA CORP /DE/ Added +296,506+296.5k
GROUP ONE TRADING LLC Added +241,046+241.0k

Biggest sellers

ENZI WEALTH Sold out -500,000-500.0k
Virtu Financial LLC Sold out -100,885-100.9k
Accel Wealth Management Reduced -52,879-52.9k
Csenge Advisory Group Sold out -25,477-25.5k
Mariner, LLC Sold out -20,000-20.0k
Bank of New York Mellon Corp Reduced -13,979-14.0k
Tower Research Capital LLC (TRC) Reduced -12,788-12.8k
Savvy Advisors, Inc. Sold out -11,915-11.9k
DIVERSIFY WEALTH MANAGEMENT, LLC Sold out -10,766-10.8k
BAYSHORE ASSET MANAGEMENT, LLC Sold out -10,550-10.6k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $10.7m3.0m shares
CITADEL ADVISORS LLC Added $4.0m1.1m shares
GROUP ONE TRADING LLC Added $3.1m884.0k shares
SIMPLEX TRADING, LLC Added $2.2m607.6k shares
JANE STREET GROUP, LLC Added $1.4m398.6k shares
WOLVERINE TRADING, LLC New $1.1m268.5k shares
IMC-Chicago, LLC New $680.9k191.8k shares
Jefferies Financial Group Inc. New $173.6k48.9k shares
HAP Trading, LLC New $101.0k54.7k shares
Belvedere Trading LLC New $68.9k19.4k shares

Biggest puts

CITADEL ADVISORS LLC Added $4.7m1.3m shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $3.5m992.4k shares
GROUP ONE TRADING LLC Added $2.3m653.8k shares
SIMPLEX TRADING, LLC Added $816.0k230.0k shares
WOLVERINE TRADING, LLC Added $624.3k150.8k shares
IMC-Chicago, LLC New $607.4k171.1k shares
JANE STREET GROUP, LLC New $297.8k83.9k shares
Jefferies Financial Group Inc. New $62.1k17.5k shares
Belvedere Trading LLC New $24.9k7.0k 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
Mo Michael 13D · may seek influence -2.3 pts · filed 2026-05-08
Stated purposeFollowing the recommendation of the Compensation Committee of the Board, on May 23, 2024, the Board approved and granted Mr. Mo 35,779 RSUs to vest over a one-year period, contingent on continued employment with the Company. Following the recommendation of the Compensation Committee of the Board, on January 16, 2025, the Board approved, certain adjustments to the cash compensation and, grant of restricted stock units to the executive officers of the Company. The Committee and the Board recognized that the Reporting Person has demonstrated exceptional dedication and leadership, guiding the Company through significant market volatility and extended periods without compensatory adjustments, and granted Mr. Mo 250,000 RSUs to vest over a four-year period in equal annual installments, with the… Full filing
6.7% -2.3 pts 3.1m 2026-05-08

Insider purchases and sales in Q4 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.

Officers and directors buying vs selling

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

BuyingSelling
101Q1 23: 0 buyingQ1 23: 0 sellingQ2 23: 1 buyingQ2 23: 1 sellingQ2 23Q3 23: 1 buyingQ3 23: 0 sellingQ4 23: 0 buyingQ4 23: 0 sellingQ4 23Q1 24: 0 buyingQ1 24: 0 sellingQ2 24: 0 buyingQ2 24: 1 sellingQ2 24Q3 24: 0 buyingQ3 24: 0 sellingQ4 24: 0 buyingQ4 24: 0 sellingQ4 24
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q1 20230—0——
Q2 20231$65.2k1$62.8k—
Q3 20231$150.0k0——
Q4 20230—0——
Q1 20240—0——
Q2 20240—1$115.0k—
Q3 20240—0——
Q4 20240—0——

None reported in Q4 2024.

Holders, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 8,247,3368.2m $29.3m $29.3m 0.00% Added +3.4m +3,446,894
2 BlackRock, Inc. 0.00% of their portfolio New York, NY 3,865,9583.9m $13.7m $13.7m 0.00% Added +3.1m +3,138,811
3 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,809,0041.8m $6.4m $6.4m 0.00% Added +1.7m +1,720,262
4 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 1,738,3461.7m $6.2m $6.2m 0.00% Added +183.1k +183,091
5 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 704,772704.8k $2.5m $2.5m 0.00% Added +408.0k +407,963
6 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 617,593617.6k $2.2m $2.2m 0.00% Added +538.5k +538,489
7 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 547,408547.4k $1.9m $1.9m 0.00% New
8 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 538,792538.8k $1.9m $1.9m 0.00% New
9 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 373,815373.8k $1.3m $1.3m 0.00% Added +172.3k +172,339
10 OMERS ADMINISTRATION Corp 0.01% of their portfolio TORONTO, A6 346,800346.8k $1.2m $1.2m 0.01% New
11 GROUP ONE TRADING LLC 0.04% of their portfolio CHICAGO, IL 322,000322.0k $1.1m $1.1m 0.04% Added +241.0k +241,046
12 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 297,769297.8k $1.1m $1.1m 0.00% Added +296.5k +296,506
13 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 249,228249.2k $884.8k $884.8k 0.00% Added +114.1k +114,114
14 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 180,300180.3k $641.0k $641.0k 0.00% Unchanged
15 OneAscent Financial Services LLC 0.04% of their portfolio BIRMINGHAM, AL 146,798146.8k $521.0k $521.0k 0.04% Unchanged
16 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 127,120127.1k $451.3k $451.3k 0.00% New
17 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 113,471113.5k $402.8k $402.8k 0.00% New
18 CHAPIN DAVIS, INC. 0.01% of their portfolio BALTIMORE, MD 90,00090.0k $25.6k $25.6k 0.01% Unchanged
19 FORTEM FINANCIAL GROUP, LLC 0.12% of their portfolio PALM DESERT, CA 84,08284.1k $298.5k $298.5k 0.12% New
20 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 80,39580.4k $285.0k $285.0k 0.00% New
21 WOLVERINE TRADING, LLC 0.01% of their portfolio CHICAGO, IL 72,62272.6k $300.7k $300.7k 0.01% Added +60.1k +60,074
22 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 55,60055.6k $197.4k $197.4k 0.00% New
23 Maiden Cove Capital, LLC 0.12% of their portfolio CAPE ELIZABETH, ME 40,00040.0k $142.0k $142.0k 0.12% New
24 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 39,04739.0k $138.6k $138.6k 0.00% Added +38.3k +38,295
25 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 33,84833.8k $120.2k $120.2k 0.00% First filing
26 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 31,07631.1k $110.3k $110.3k 0.00% Unchanged
27 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 30,35030.4k $66.5k $66.5k 0.00% New
28 INSPIRION WEALTH ADVISORS, LLC 0.01% of their portfolio LIBERTYVILLE, IL 28,50028.5k $92.9k $92.9k 0.01% Unchanged
29 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 27,17827.2k $96.5k $96.5k 0.00% First filing
30 Schonfeld Strategic Advisors LLC 0.00% of their portfolio NEW YORK, NY 25,20025.2k $89.5k $89.5k 0.00% New
31 Banco Santander, S.A. 0.00% of their portfolio Madrid, U3 25,03825.0k $88.9k $88.9k 0.00% New
32 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 24,56324.6k $87.2k $87.2k 0.00% New
33 Joseph P. Lucia & Associates, LLC 0.04% of their portfolio Yorktown Heights, NY 22,37022.4k $79.4k $79.4k 0.04% New
34 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 20,19920.2k $71.7k $71.7k 0.00% Added +8.2k +8,250
35 SCHNIEDERS CAPITAL MANAGEMENT LLC 0.01% of their portfolio PASADENA, CA 20,00020.0k $71.0k $71.0k 0.01% Unchanged
36 Guardian Partners Inc. 0.01% of their portfolio TORONTO, Z4 20,00020.0k $55.6k $55.6k 0.01% First filing
37 PFS Partners, LLC 0.04% of their portfolio MINE HILL, NJ 20,00020.0k $71.0k $71.0k 0.04% Unchanged
38 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 19,34919.3k $68.7k $68.7k 0.00% New
39 Belvedere Trading LLC 0.00% of their portfolio CHICAGO, IL 17,81417.8k $63.2k $63.2k 0.00% New
40 Foundations Investment Advisors, LLC 0.00% of their portfolio PHOENIX, AZ 17,68417.7k $62.8k $62.8k 0.00% Reduced -4.6k -4,620
41 Accel Wealth Management 0.02% of their portfolio WAVERLY, IA 17,60017.6k $62.5k $62.5k 0.02% Reduced -52.9k -52,879
42 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 16,01516.0k $56.9k $56.9k 0.00% Reduced -14.0k -13,979
43 Alteri Wealth LLC 0.02% of their portfolio WESTLAKE VILLAGE, CA 16,00016.0k $56.8k $56.8k 0.02% First filing
44 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 15,70015.7k $47.7k $47.7k 0.00% New
45 Concurrent Investment Advisors, LLC 0.00% of their portfolio Tampa, FL 12,63112.6k $44.8k $44.8k 0.00% Reduced -2.0k -2,025
46 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 12,16212.2k $43.2k $43.2k 0.00% Added +2.2k +2,162
47 SIMPLEX TRADING, LLC 0.00% of their portfolio CHICAGO, IL 12,09412.1k $42.0k $42.0k 0.00% New
48 Kellett Wealth Advisors, LLC 0.03% of their portfolio CINCINNATI, OH 12,00012.0k $42.6k $42.6k 0.03% New
49 Kolinsky Wealth Management, LLC 0.15% of their portfolio RAMSEY, NJ 11,76011.8k $251.1k $251.1k 0.15% Reduced -3.2k -3,240
50 Brevan Howard Capital Management LP 0.00% of their portfolio ST. HELIER, Y9 11,59711.6k $41.2k $41.2k 0.00% New
51 Gotham Asset Management, LLC 0.00% of their portfolio NEW YORK, NY 11,11511.1k $39.5k $39.5k 0.00% New
52 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 10,89410.9k $38.7k $38.7k 0.00% Added +7.9k +7,894
53 CWM, LLC 0.00% of their portfolio OMAHA, NE 10,27510.3k $36.0k $36.0k 0.00% New
54 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 10,26010.3k $36.4k $36.4k 0.00% Reduced -5.0k -5,000
55 LRI Investments, LLC 0.00% of their portfolio PALM BEACH GARDENS, FL 10,00010.0k $35.5k $35.5k 0.00% Unchanged
56 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 5,0005.0k $17.8k $17.8k 0.00% New
57 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 4,6504.7k $16.5k $16.5k 0.00% Reduced -350 -350
58 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 4,0004.0k $14.2k $14.2k 0.00% Reduced -1.5k -1,500
59 NFSG Corp 0.00% of their portfolio BOCA RATON, FL 2,0002.0k $7.1k $7.1k 0.00% New
60 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 1,9321.9k $6.9k $6.9k 0.00% Reduced -698 -698
61 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 1,8751.9k $6.7k $6.7k 0.00% New
62 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,8371.8k $7.0k $7.0k 0.00% New
63 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 1,2991.3k $4.6k $4.6k 0.00% New
64 SOA Wealth Advisors, LLC. 0.00% of their portfolio NEW YORK, NY 1,0001.0k $3.5k $3.5k 0.00% New
65 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 500500 $1.8k $1.8k 0.00% New
66 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 400400 $1.4k $1.4k 0.00% New
67 Pineridge Advisors LLC 0.00% of their portfolio ST. CHARLES, MO 203203 $722 $722 0.00% New
68 TUCKER ASSET MANAGEMENT LLC 0.00% of their portfolio LITTLETON, CO 200200 $710 $710 0.00% Unchanged
69 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 100100 $355 $355 0.00% New
70 Vermillion Wealth Management, Inc. 0.00% of their portfolio ROSEMOUNT, MN 5858 $206 $206 0.00% First filing
71 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 4242 $149 $149 0.00% New
72 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 2525 $89 $89 0.00% Reduced -12.8k -12,788
73 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged