STAGWELL INC STGW
COM CL A · Common Stock · CUSIP 85256A109
- SectorIndustrials
- IndustryServices-Advertising Agencies
- HeadquartersNew York, NY
- Founded1980
- Websitemdc-partners.com
- 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 ($6.4k this quarter). Holder counts are more reliable. Shares outstanding: 252.1m as of 2025-10-30, 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 ≈ $4.91. Options: 3 managers hold calls ($422.5k notional), 1 hold puts ($2.4k).
Trends to Q4 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 105 |
| Q4 2022 | 110 |
| Q1 2023 | 147 |
| Q2 2023 | 133 |
| Q3 2023 | 141 |
| Q4 2023 | 143 |
| Q1 2024 | 135 |
| Q2 2024 | 130 |
| Q3 2024 | 147 |
| Q4 2024 | 163 |
| Q1 2025 | 171 |
| Q2 2025 | 156 |
| Q3 2025 | 163 |
| Q4 2025 | 173 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2024 | 62 | 67 |
| Q2 2024 | 60 | 58 |
| Q3 2024 | 69 | 50 |
| Q4 2024 | 76 | 63 |
| Q1 2025 | 89 | 60 |
| Q2 2025 | 90 | 85 |
| Q3 2025 | 83 | 66 |
| Q4 2025 | 85 | 75 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2025 | $471.3k | $2.4k | 0.01 |
| Q2 2025 | $1.1m | $4.5k | 0.00 |
| Q3 2025 | $1.3m | $5.6k | 0.00 |
| Q4 2025 | $422.5k | $2.4k | 0.01 |
Biggest buyers
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Added | +1.0m |
| DIMENSIONAL FUND ADVISORS LP | Added | +869.6k |
| AQR CAPITAL MANAGEMENT LLC | Added | +679.9k |
| My Personal CFO, LLC | New | +590.9k |
| NATIONAL BANK OF CANADA /FI/ | Added | +375.6k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Added | +298.6k |
| FIRST TRUST ADVISORS LP | Added | +240.1k |
| PRUDENTIAL FINANCIAL INC | Added | +183.0k |
| XTX Topco Ltd | Added | +168.2k |
| Cerity Partners LLC | Added | +161.3k |
Biggest sellers
| GOLDMAN SACHS GROUP INC | Reduced | -3.2m |
| UBS Group AG | Reduced | -2.0m |
| VANGUARD GROUP INC | Reduced | -831.8k |
| JPMORGAN CHASE & CO | Reduced | -796.8k |
| Squarepoint Ops LLC | Sold out | -461.4k |
| CastleKnight Management LP | Reduced | -361.7k |
| RENAISSANCE TECHNOLOGIES LLC | Sold out | -304.8k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -214.2k |
| Boston Partners | Reduced | -214.0k |
| Penn Capital Management Company, LLC | Reduced | -199.3k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $283.1k57.9k shares |
| JANE STREET GROUP, LLC | New | $96.8k19.8k shares |
| GROUP ONE TRADING LLC | Added | $42.5k8.7k shares |
Biggest puts
| GROUP ONE TRADING LLC | Reduced | $2.4k500 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 |
|---|---|
BALLMER STEVEN A
13D · may seek influence
new · filed 2025-04-25
Stated purposeThe Reporting Persons own the securities reported herein for investment purposes. The Reporting Persons may change their investment intent at any time and may seek to sell or otherwise dispose of some or all of the Issuer's securities from time to time, and/or may seek to acquire additional securities of the Issuer (which may include rights or securities exercisable or convertible into securities of the Issuer) from time to time, in each case, in open market or private transactions or otherwise. The Reporting Persons also may communicate with the board of directors of the Issuer (the "Board"), members of management and/or other stockholders of the Issuer from time to time with a view to enhancing stockholder value. Any transaction that the Reporting Persons may pursue may be made at any ti… Full filing |
43.5% |
Stagwell Group LLC
13D · may seek influence
no change · filed 2026-01-13
Stated purposeItem 4 of the Schedule 13D is hereby amended and supplemented by adding the following: On December 15, 2025, Mark J. Penn transferred 2,000,000 shares of Class A Common Stock to Stagwell Group in order to correct a distribution of shares by Stagwell Group to Mark J. Penn on July 17, 2025. Full filing |
11.6% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 13G · institution +1.4 pts · filed 2025-11-14 | 8.1% |
Insider purchases and sales in Q4 2025
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)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2024 | 2 | $130.0k | 0 | — | — |
| Q2 2024 | 0 | — | 1 | $25.4m | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 5 | $4.1m | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
None reported in Q4 2025.
Holders, Q4 2025
| Manager | Shares | Change |
|---|---|---|
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.32% of their portfolio | 22.1m $107.9m | Added +1.0m |
| BlackRock, Inc. 0.00% of their portfolio | 8.0m $39.2m | Added +151.3k |
| Madison Avenue Partners, LP 1.68% of their portfolio | 8.0m $39.2m | Unchanged |
| VANGUARD GROUP INC 0.00% of their portfolio | 5.7m $27.7m | Reduced -831.8k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 4.4m $21.4m | Reduced -3.2m |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 4.1m $20.1m | Added +869.6k |
| Boston Partners 0.02% of their portfolio | 3.1m $15.3m | Reduced -214.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 2.9m $14.0m | Reduced -58.1k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 2.7m $13.1m | Reduced -796.8k |
| STATE STREET CORP 0.00% of their portfolio | 2.3m $11.2m | Added +73.8k |
| ABLE Financial Group, LLC 2.20% of their portfolio | 2.2m $10.8m | Reduced -2.9k |
| Penn Capital Management Company, LLC 0.85% of their portfolio | 2.2m $10.6m | Reduced -199.3k |
| CIDEL ASSET MANAGEMENT INC 0.71% of their portfolio | 2.0m $10.0m | Unchanged |
| DIVERSIFY WEALTH MANAGEMENT, LLC 0.45% of their portfolio | 1.8m $9.6m | Unchanged |
| HighTower Advisors, LLC 0.01% of their portfolio | 1.6m $7.8m | Reduced -1.6k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 1.3m $6.5m | Reduced -104.8k |
| First Pacific Advisors, LP 0.08% of their portfolio | 1.2m $5.8m | Unchanged |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.1m $5.6m | Reduced -28.3k |
| Stanley Capital Management, LLC 0.78% of their portfolio | 950.3k $4.6m | Unchanged |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 946.0k $4.6m | Added +679.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 907.5k $4.4m | Reduced -27.7k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 897.3k $4.4m | Added +133.3k |
| 683 Capital Management, LLC 0.34% of their portfolio | 830.0k $4.1m | Reduced -60.0k |
| UBS Group AG 0.00% of their portfolio | 806.8k $3.9m | Reduced -2.0m |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 793.2k $3.9m | Added +375.6k |
| HARBOR CAPITAL ADVISORS, INC. 0.25% of their portfolio | 664.5k $3.2m | Added +37.6k |
| My Personal CFO, LLC 1.21% of their portfolio | 590.9k $2.9m | New |
| Bank of New York Mellon Corp 0.00% of their portfolio | 515.7k $2.5m | Added +113.0k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 440.2k $2.2m | Added +240.1k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 408.9k $2.0m | Added +183.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 367.4k $1.8m | Added +1.6k |
| CORRADO ADVISORS, LLC 0.77% of their portfolio | 315.7k $1.5m | Unchanged |
| Cerity Partners LLC 0.00% of their portfolio | 310.2k $1.5m | Added +161.3k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% of their portfolio | 299.6k $1.5m | Added +298.6k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 286.1k $1.4m | Reduced -52.4k |
| XTX Topco Ltd 0.04% of their portfolio | 276.8k $1.4m | Added +168.2k |
| MORGAN STANLEY 0.00% of their portfolio | 272.0k $1.3m | Reduced -126.3k |
| Pacific Ridge Capital Partners, LLC 0.28% of their portfolio | 262.6k $1.3m | Added +11.7k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 253.3k $1.2m | Reduced -67.0k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 243.8k $1.2m | Added +5.0k |
| Swiss National Bank 0.00% of their portfolio | 229.6k $1.1m | Added +51.5k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 217.6k $1.1m | Reduced -214.2k |
| Invesco Ltd. 0.00% of their portfolio | 211.0k $1.0m | Added +36.1k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 204.4k $999.4k | Added +14.9k |
| CastleKnight Management LP 0.06% of their portfolio | 199.4k $975.1k | Reduced -361.7k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 195.3k $955.0k | Added +5.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 194.0k $948.7k | Added +13.9k |
| Nuveen, LLC 0.00% of their portfolio | 188.7k $922.8k | Reduced -11.6k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 182.0k $890.1k | Added +114.5k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 179.3k $876.8k | Added +56.0k |
| BARCLAYS PLC 0.00% of their portfolio | 174.2k $851.7k | Added +8.9k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 173.5k $848.6k | Added +148.7k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 156.3k $764.0k | Reduced -117.1k |
| PICTON MAHONEY ASSET MANAGEMENT 0.01% of their portfolio | 144.2k $705.4k | Reduced -23.8k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 138.1k $675.3k | Reduced -25.3k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 123.8k $605.3k | Unchanged |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 115.8k $566.4k | Reduced -6.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 109.8k $538.0k | Added +7.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 107.8k $526.9k | Added +23.5k |
| Quantinno Capital Management LP 0.00% of their portfolio | 100.1k $489.5k | Added +77.8k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 98.5k $481.9k | Added +19.6k |
| AdvisorShares Investments LLC 0.08% of their portfolio | 97.7k $477.8k | New |
| Legal & General Group Plc 0.00% of their portfolio | 97.0k $474.5k | Added +1.6k |
| VARCOV Co. 0.18% of their portfolio | 95.6k $467.6k | First filing |
| ExodusPoint Capital Management, LP 0.00% of their portfolio | 90.8k $444.0k | Reduced -152.0k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 88.3k $431.6k | Unchanged |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 86.0k $420.3k | Added +18.6k |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 77.1k $377.0k | New |
| WINTON GROUP Ltd 0.01% of their portfolio | 72.6k $354.9k | Added +55.3k |
| Dynamic Technology Lab Private Ltd 0.08% of their portfolio | 71.7k $350.0k | Added +20.9k |
| Verition Fund Management LLC 0.00% of their portfolio | 71.4k $349.0k | Added +6.0k |
| EVOLVE PRIVATE WEALTH, LLC 0.02% of their portfolio | 65.3k $319.5k | First filing |
| SG Americas Securities, LLC 0.00% of their portfolio | 65.2k $319.0k | Added +33.9k |
| Campbell & CO Investment Adviser LLC 0.01% of their portfolio | 60.8k $297.5k | Reduced -8.0k |
| Man Group plc 0.00% of their portfolio | 56.4k $275.8k | Added +27.2k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 55.5k $271.6k | Reduced -11.6k |
| CALDWELL SUTTER CAPITAL, INC. 0.11% of their portfolio | 53.7k $262.6k | Unchanged |
| VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% of their portfolio | 53.1k $259.7k | Reduced -78.4k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 52.9k $258.7k | Reduced -6.1k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 51.9k $254.0k | Reduced -1.7k |
| INTECH INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 51.9k $253.7k | Reduced -12.9k |
| Net Worth Advisory Group 0.05% of their portfolio | 50.0k $244.3k | Reduced -1.4k |
| CCG WEALTH MANAGEMENT, LLC 0.10% of their portfolio | 49.8k $243.7k | Unchanged |
| TRUE Private Wealth Advisors 0.02% of their portfolio | 47.6k $232.7k | Reduced -13.4k |
| ProShare Advisors LLC 0.00% of their portfolio | 44.5k $217.7k | Reduced -9.0k |
| Concurrent Investment Advisors, LLC 0.00% of their portfolio | 43.3k $211.6k | Unchanged |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 43.0k $210.3k | Reduced -4.6k |
| STONERIDGE INVESTMENT PARTNERS LLC 0.15% of their portfolio | 42.8k $209.0k | New |
| HOHIMER WEALTH MANAGEMENT, LLC 0.03% of their portfolio | 38.2k $186.6k | Reduced -316 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. 0.05% of their portfolio | 37.4k $182.9k | Unchanged |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 36.0k $176.2k | Unchanged |
| NATIXIS 0.00% of their portfolio | 35.8k $175.1k | Unchanged |
| Creative Planning 0.00% of their portfolio | 34.1k $166.8k | Added +16.4k |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 33.9k $165.9k | New |
| State of Alaska, Department of Revenue 0.00% of their portfolio | 33.1k $160.0k | Added +24.7k |
| ARIZONA STATE RETIREMENT SYSTEM 0.00% of their portfolio | 32.4k $158.4k | Added +4.7k |
| GenTrust, LLC 0.01% of their portfolio | 31.8k $155.5k | New |
| Legacy PCG, LLC 0.10% of their portfolio | 31.7k $155.0k | Unchanged |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 30.9k $151.1k | Unchanged |
| Allworth Financial LP 0.00% of their portfolio | 30.4k $148.8k | Added +332 |