undamentalytics Newsletter

KE Holdings Inc.: which funds bought and sold

Institutions that bought and sold KE shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 99 institutions that filed 13F reports for both quarters added to or opened positions in KE, and 89 cut or closed them. Together they sold a net 12.1M shares, −9.5% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 13.3M shares (+43.8%); index fund managers were net sellers of 25.8M shares (−81.6%). 30 opened a new position and 23 sold out entirely.

Bought, Q2 2026 99 institutions, 30 of them new holders Sold, Q2 2026 89 institutions, 23 of them sold out
Net change, all compared −12.1M shares (−9.5%)
Net change, active managers +13.3M shares (+43.8%), 19 bought, 9 sold

Buyers versus sellers

institutions compared, 223
Active managers and hedge funds 19 bought · 9 sold · +13.3M
Index fund managers 2 bought · 5 sold · −25.8M
Other institutions 78 bought · 75 sold · +395K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Pzena Investment Management LLC Active manager +8.9M New position 8.9M $129M
UBS Group AG +3.1M +292.3% 4.1M $59.7M
Wellington Management Group LLP Active manager +1.2M +16.0% 8.9M $130M
Mitsubishi Ufj Trust & Banking Corp +1.0M +36.1% 3.8M $55.6M
Arrowstreet Capital, Limited Partnership Hedge fund +908K New position 908K $13.2M
Marshall Wace, LLP Hedge fund +883K +133.9% 1.5M $22.4M
Mackenzie Financial Corp +861K +491.6% 1.0M $15.1M
Man Group PLC Hedge fund +735K New position 735K $10.7M
State Of New Jersey Common Pension Fund D +700K New position 700K $10.2M
Carrhae Capital LLP Hedge fund +698K New position 698K $10.1M
Millennium Management LLC Hedge fund +670K +996.0% 737K $10.7M
M&G PLC +578K +85.2% 1.3M $18.9M
Coreview Capital Management Ltd +526K +20.5% 3.1M $45M
Citadel Advisors LLC Hedge fund +482K +42.7% 1.6M $23.4M
FMR LLC Active manager +342K +80.9% 766K $11.1M
Baird Financial Group, Inc. +325K +5.8% 5.9M $86.3M
Morgan Stanley +319K +15.3% 2.4M $35M
Rovida Investment Management Ltd +300K +50.0% 900K $13.1M
Point72 Asset Management, L.P. Hedge fund +296K New position 296K $4.3M
Triata Capital Ltd +283K +20.5% 1.7M $24.2M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Vanguard Capital Management LLC Index funds −19.9M Sold out 0 —
Vanguard Fiduciary Trust Co Index funds −5.3M Sold out 0 —
Nuveen, LLC −4.6M −98.9% 51K $734,325
Hhlr Advisors, Ltd. −2.0M −47.6% 2.2M $32.2M
Artisan Partners Limited Partnership Active manager −1.9M −48.2% 2.0M $29M
Amundi −931K −67.8% 443K $6.4M
Vanguard Asset Management, Ltd −862K −99.6% 3,875 $56,304
Blackrock, Inc. Index funds −555K −33.2% 1.1M $16.2M
Renaissance Technologies LLC Hedge fund −457K −9.4% 4.4M $64M
SG Americas Securities, LLC −453K Sold out 0 —
Balyasny Asset Management L.P. Hedge fund −188K −57.6% 139K $2M
Legal & General Group PLC −156K −4.8% 3.1M $44.6M
Union Bancaire Privee, Ubp SA −155K Sold out 0 —
Temasek Holdings (Private) Ltd −151K −5.0% 2.9M $42.1M
HRT Financial LP −110K Sold out 0 —
Xtx Topco Ltd −100K −76.7% 30K $439,387
State Street Corp Index funds −91K −2.9% 3.1M $44.3M
Invesco Ltd. −70K −16.1% 364K $5.3M
Bank Of Montreal −65K Sold out 0 —
Athos Capital Ltd −56K −2.5% 2.2M $31.9M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Pzena Investment Management LLCActive manager 8.9M $129M
Arrowstreet Capital, Limited PartnershipHedge fund 908K $13.2M
Man Group PLCHedge fund 735K $10.7M
State Of New Jersey Common Pension Fund D 700K $10.2M
Carrhae Capital LLPHedge fund 698K $10.1M
Point72 Asset Management, L.P.Hedge fund 296K $4.3M
Qube Research & Technologies LtdHedge fund 257K $3.7M
Wt Asset Management Ltd 254K $3.7M
Havemeyer Place LP 188K $2.7M
Inspire Investing, LLC 150K $2.2M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Vanguard Capital Management LLCIndex funds 19.9M $297M
Vanguard Fiduciary Trust CoIndex funds 5.3M $79.5M
SG Americas Securities, LLC 453K $6.8M
Union Bancaire Privee, Ubp SA 155K $2.1M
HRT Financial LP 110K $1.6M
Bank Of Montreal 65K $975,580
Vanguard Investments Australia, Ltd. 31K $469,639
Aaron Wealth Advisors LLC 26K $390,418
Laurion Capital Management LPHedge fund 25K $381,286
Dimensional Fund Advisors LP 25K $377,813

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
204
Ten largest holders
49.5%
of 13F-reported shares
Index fund managers
4.6%
of 13F-reported shares
Active managers and hedge funds
43.8%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 19 9 9 1 +13.3M +43.8%
Index fund managers 2 5 0 2 −25.8M −81.6%
Other institutions 78 75 21 20 +395K +0.6%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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