Institutional Holders (2026 Q2)
1 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CWK. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Monograph Wealth Advisors, LLC | 2.24% | 2,032,875 | $27.2M |
| 2 | Channing Capital Management, LLC | 1.72% | 5,569,100 | $74.6M |
| 3 | Vaughan Nelson Investment Management, L.P. | 1.10% | 9,253,218 | $123.9M |
| 4 | Riverwater Partners LLC | 0.54% | 136,303 | $1.8M |
| 5 | Basswood Capital Management, L.L.C. | 0.53% | 998,750 | $13.4M |
| 6 | Granite Investment Partners, LLC | 0.45% | 659,859 | $8.8M |
| 7 | Algert Global LLC | 0.36% | 2,241,413 | $30.0M |
| 8 | Frontier Capital Management Co LLC | 0.29% | 2,305,984 | $30.9M |
| 9 | Oliver Luxxe Assets LLC | 0.28% | 143,483 | $1.9M |
| 10 | Eurizon Capital SGR S.p.A. | 0.24% | 6,761,299 | $91.3M |
| 11 | Kennedy Capital Management LLC | 0.22% | 938,380 | $12.6M |
| 12 | Peregrine Capital Management LLC | 0.15% | 342,472 | $4.6M |
| 13 | Cetera Trust Company, N.A | 0.12% | 17,910 | $240K |
| 14 | Palisade Capital Management, LP | 0.12% | 203,057 | $2.7M |
| 15 | Knights of Columbus Asset Advisors LLC | 0.12% | 174,893 | $2.3M |
| 16 | WJ Financial Advisors LLC | 0.11% | 11,112 | $149K |
| 17 | Brown Advisory Inc | 0.10% | 4,819,608 | $64.5M |
| 18 | Nfj Investment Group, LLC | 0.10% | 218,193 | $2.9M |
| 19 | Homestead Advisers Corp | 0.10% | 296,900 | $4.0M |
| 20 | RBF Capital, LLC | 0.08% | 140,000 | $1.9M |
| 21 | Tyche Wealth Partners LLC | 0.07% | 35,084 | $470K |
| 22 | PDT Partners, LLC | 0.06% | 88,248 | $1.2M |
| 23 | Easterly Investment Partners LLC | 0.06% | 82,000 | $1.1M |
| 24 | Glenmede Trust Co NA | 0.05% | 924,313 | $12.4M |
| 25 | Mayflower Financial Advisors, LLC | 0.05% | 45,619 | $611K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|