KBAL — KIMBALL INTL INC
Reported value held$67.25M
Funds holding (latest)32
Sector—
KBAL (KIMBALL INTL INC) is tracked on HoldingsHub across five years of quarterly 13F filings. 32 funds have reported positions historically, with the sum of their latest reported stakes valued at $67.25M. No fund in our coverage reported a position in the latest filing period, which typically means the stock has fallen out of the tracked funds' portfolios rather than that it cannot be bought.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q1 2023 — 29 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 1.82M | $22.54M | 0.00% | Reduce |
| Morgan Stanley history | 831.55K | $10.31M | 0.00% | Add |
| Geode Capital Management history | 712.74K | $8.84M | 0.00% | Add |
| BNY Mellon history | 509.94K | $6.32M | 0.00% | Reduce |
| Citadel Advisors history | 360.26K | $4.47M | 0.00% | Add |
| Northern Trust Corp history | 309.73K | $3.84M | 0.00% | Reduce |
| Goldman Sachs Group history | 213.46K | $2.65M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 97.12K | $1.20M | 0.00% | Reduce |
| Invesco Ltd history | 71.21K | $883.04K | 0.00% | Reduce |
| Two Sigma Investments history | 45.75K | $567.25K | 0.00% | Reduce |
| D. E. Shaw & Co history | 45.48K | $563.98K | 0.00% | Add |
| Marshall Wace history | 42.88K | $531.75K | 0.00% | Add |
| Bank of America Corp history | 41.61K | $515.94K | 0.00% | Add |
| JPMorgan Chase & Co history | 33.01K | $410.00K | 0.00% | Reduce |
| UBS Group AG history | 24.61K | $305.15K | 0.00% | Add |
| Deutsche Bank AG history | 22.37K | $277.38K | 0.00% | Add |
| Manulife Financial history | 17.46K | $216.55K | 0.00% | Hold |
| Wells Fargo & Co history | 6.95K | $86.12K | 0.00% | Add |
| Point72 Asset Management history | 3.49K | $43.32K | 0.00% | New |
| Legal & General Investment Management America history | 3.46K | $42.93K | 0.00% | Add |
| PNC Financial Services history | 2.65K | $32.85K | 0.00% | Reduce |
| Renaissance Technologies history | 1.38M | $17.11K | 0.02% | Reduce |
| Fidelity Management & Research (FMR) history | 767 | $9.51K | 0.00% | Reduce |
| Millennium Management history | 374.17K | $4.64K | 0.00% | Hold |
| Royce & Associates history | 74.60K | $925 | 0.01% | Hold |
| Citigroup Inc history | 49 | $608 | 0.00% | Reduce |
| T. Rowe Price Associates history | 40.59K | $504 | 0.00% | Reduce |
| Lazard Asset Management history | 25.95K | $321 | 0.00% | Add |
| Arrowstreet Capital history | 21.38K | $265 | 0.00% | Reduce |
Q4 2022 — 30 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 1.88M | $12.19M | 0.00% | Add |
| Charles Schwab Investment Management history | 668.06K | $4.34M | 0.00% | Add |
| Invesco Ltd history | 635.75K | $4.13M | 0.00% | Add |
| BNY Mellon history | 520.11K | $3.38M | 0.00% | Add |
| Northern Trust Corp history | 319.79K | $2.08M | 0.00% | Add |
| Goldman Sachs Group history | 312.88K | $2.03M | 0.00% | Reduce |
| First Eagle Investment Management history | 257.39K | $1.67M | 0.01% | Add |
| Morgan Stanley history | 234.27K | $1.52M | 0.00% | Add |
| Two Sigma Investments history | 123.45K | $802.41K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 94.89K | $616.80K | 0.00% | Reduce |
| Citadel Advisors history | 90.58K | $588.76K | 0.00% | Add |
| AQR Capital Management history | 73.92K | $480.51K | 0.00% | Reduce |
| Marshall Wace history | 41.68K | $270.91K | 0.00% | New |
| Bank of America Corp history | 37.93K | $246.54K | 0.00% | Add |
| D. E. Shaw & Co history | 35.27K | $229.24K | 0.00% | Add |
| Manulife Financial history | 17.46K | $113.52K | 0.00% | Reduce |
| UBS Group AG history | 14.99K | $97.46K | 0.00% | Add |
| Deutsche Bank AG history | 14.96K | $97.23K | 0.00% | Add |
| Legal & General Investment Management America history | 3.03K | $19.71K | 0.00% | Hold |
| PNC Financial Services history | 2.74K | $17.80K | 0.00% | Add |
| Renaissance Technologies history | 1.40M | $9.07K | 0.01% | Reduce |
| Geode Capital Management history | 694.17K | $4.51K | 0.00% | Hold |
| Wells Fargo & Co history | 580 | $3.77K | 0.00% | Reduce |
| Millennium Management history | 373.77K | $2.43K | 0.00% | Add |
| Citigroup Inc history | 244 | $1.59K | 0.00% | Reduce |
| Royce & Associates history | 74.60K | $485 | 0.01% | Hold |
| T. Rowe Price Associates history | 66.98K | $435 | 0.00% | Add |
| JPMorgan Chase & Co history | 43.33K | $282 | 0.00% | Add |
| Arrowstreet Capital history | 24.40K | $159 | 0.00% | Reduce |
| Lazard Asset Management history | 16.54K | $107 | 0.00% | New |
Q3 2022 — 28 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 1.80M | $11.31M | 0.00% | Add |
| Renaissance Technologies history | 1.46M | $9.21M | 0.01% | Reduce |
| Geode Capital Management history | 691.05K | $4.35M | 0.00% | Add |
| Invesco Ltd history | 595.32K | $3.75M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 510.70K | $3.21M | 0.00% | Add |
| Goldman Sachs Group history | 435.32K | $2.74M | 0.00% | Reduce |
| BNY Mellon history | 357.23K | $2.25M | 0.00% | Add |
| Northern Trust Corp history | 317.03K | $1.99M | 0.00% | Reduce |
| AQR Capital Management history | 197.75K | $1.24M | 0.00% | Add |
| Morgan Stanley history | 184.07K | $1.16M | 0.00% | Add |
| First Eagle Investment Management history | 158.74K | $998.00K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 98.01K | $616.00K | 0.00% | Add |
| Millennium Management history | 80.89K | $509.00K | 0.00% | Reduce |
| Royce & Associates history | 74.60K | $469.00K | 0.01% | Hold |
| Two Sigma Investments history | 66.61K | $419.00K | 0.00% | Reduce |
| T. Rowe Price Associates history | 62.98K | $397.00K | 0.00% | Add |
| Arrowstreet Capital history | 36.18K | $228.00K | 0.00% | Add |
| JPMorgan Chase & Co history | 32.61K | $205.00K | 0.00% | Add |
| Bank of America Corp history | 27.66K | $173.00K | 0.00% | Add |
| D. E. Shaw & Co history | 26.38K | $166.00K | 0.00% | Reduce |
| Citadel Advisors history | 21.95K | $138.00K | 0.00% | Reduce |
| Manulife Financial history | 18.07K | $114.00K | 0.00% | Reduce |
| Deutsche Bank AG history | 14.72K | $93.00K | 0.00% | Reduce |
| Legal & General Investment Management America history | 3.03K | $19.00K | 0.00% | Hold |
| PNC Financial Services history | 1.98K | $12.00K | 0.00% | Add |
| Wells Fargo & Co history | 678 | $5.00K | 0.00% | Reduce |
| Citigroup Inc history | 549 | $3.00K | 0.00% | Reduce |
| UBS Group AG history | 286 | $2.00K | 0.00% | Reduce |
Q2 2022 — 28 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Renaissance Technologies history | 1.79M | $13.69M | 0.02% | Hold |
| Vanguard Group history | 1.72M | $13.18M | 0.00% | Reduce |
| Geode Capital Management history | 677.38K | $5.20M | 0.00% | Add |
| Invesco Ltd history | 603.73K | $4.63M | 0.00% | Hold |
| Goldman Sachs Group history | 521.69K | $4.00M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 359.49K | $2.76M | 0.00% | Add |
| BNY Mellon history | 342.56K | $2.63M | 0.00% | Reduce |
| Northern Trust Corp history | 324.43K | $2.49M | 0.00% | Reduce |
| Citadel Advisors history | 224.53K | $1.72M | 0.00% | Add |
| Morgan Stanley history | 147.29K | $1.13M | 0.00% | Add |
| Millennium Management history | 114.76K | $880.00K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 94.51K | $725.00K | 0.00% | Reduce |
| AQR Capital Management history | 92.03K | $706.00K | 0.00% | Add |
| Two Sigma Investments history | 76.91K | $590.00K | 0.00% | Add |
| Royce & Associates history | 74.60K | $572.00K | 0.01% | Hold |
| T. Rowe Price Associates history | 53.87K | $413.00K | 0.00% | Add |
| First Eagle Investment Management history | 41.00K | $314.00K | 0.00% | New |
| D. E. Shaw & Co history | 27.60K | $212.00K | 0.00% | Reduce |
| Bank of America Corp history | 24.28K | $187.00K | 0.00% | Add |
| Arrowstreet Capital history | 20.99K | $161.00K | 0.00% | New |
| JPMorgan Chase & Co history | 19.41K | $149.00K | 0.00% | Add |
| Manulife Financial history | 18.83K | $144.00K | 0.00% | Add |
| Deutsche Bank AG history | 17.13K | $131.00K | 0.00% | Reduce |
| Wells Fargo & Co history | 15.07K | $116.00K | 0.00% | Reduce |
| Legal & General Investment Management America history | 3.03K | $23.00K | 0.00% | Reduce |
| Citigroup Inc history | 2.64K | $20.00K | 0.00% | Reduce |
| PNC Financial Services history | 1.32K | $10.00K | 0.00% | New |
| UBS Group AG history | 343 | $3.00K | 0.00% | Reduce |
Q1 2022 — 25 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 1.82M | $15.39M | 0.00% | Reduce |
| Renaissance Technologies history | 1.78M | $15.02M | 0.02% | Add |
| Geode Capital Management history | 671.63K | $5.67M | 0.00% | Reduce |
| Invesco Ltd history | 601.31K | $5.08M | 0.00% | Add |
| Goldman Sachs Group history | 561.36K | $4.74M | 0.00% | Add |
| Northern Trust Corp history | 364.52K | $3.08M | 0.00% | Reduce |
| BNY Mellon history | 349.45K | $2.95M | 0.00% | Hold |
| Charles Schwab Investment Management history | 202.95K | $1.72M | 0.00% | Add |
| Citadel Advisors history | 139.58K | $1.18M | 0.00% | Add |
| Morgan Stanley history | 99.76K | $843.00K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 97.38K | $823.00K | 0.00% | Add |
| AQR Capital Management history | 90.28K | $763.00K | 0.00% | Reduce |
| Royce & Associates history | 74.60K | $630.00K | 0.01% | Hold |
| T. Rowe Price Associates history | 53.60K | $453.00K | 0.00% | Add |
| D. E. Shaw & Co history | 43.80K | $370.00K | 0.00% | Add |
| Millennium Management history | 39.16K | $331.00K | 0.00% | Add |
| Two Sigma Investments history | 33.71K | $285.00K | 0.00% | Reduce |
| Deutsche Bank AG history | 27.16K | $230.00K | 0.00% | Reduce |
| Wells Fargo & Co history | 23.76K | $200.00K | 0.00% | Reduce |
| Bank of America Corp history | 21.30K | $180.00K | 0.00% | Reduce |
| Manulife Financial history | 18.23K | $154.00K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 17.17K | $145.00K | 0.00% | Reduce |
| Legal & General Investment Management America history | 14.79K | $125.00K | 0.00% | Hold |
| UBS Group AG history | 9.36K | $80.00K | 0.00% | Reduce |
| Citigroup Inc history | 2.72K | $23.00K | 0.00% | Reduce |
Q4 2021 — 25 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 1.91M | $19.50M | 0.00% | Add |
| Renaissance Technologies history | 1.68M | $17.18M | 0.02% | Reduce |
| Geode Capital Management history | 734.28K | $7.51M | 0.00% | Hold |
| Invesco Ltd history | 590.75K | $6.04M | 0.00% | Hold |
| Goldman Sachs Group history | 512.84K | $5.25M | 0.00% | Add |
| Northern Trust Corp history | 375.91K | $3.85M | 0.00% | Add |
| BNY Mellon history | 349.51K | $3.58M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 299.92K | $3.07M | 0.00% | Add |
| Citadel Advisors history | 126.93K | $1.30M | 0.00% | Reduce |
| Morgan Stanley history | 122.98K | $1.26M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 94.40K | $966.00K | 0.00% | Add |
| AQR Capital Management history | 92.36K | $945.00K | 0.00% | Reduce |
| Bank of America Corp history | 81.88K | $837.00K | 0.00% | Add |
| Two Sigma Investments history | 79.43K | $813.00K | 0.00% | Add |
| Royce & Associates history | 74.60K | $763.00K | 0.01% | Reduce |
| T. Rowe Price Associates history | 44.80K | $458.00K | 0.00% | Reduce |
| Deutsche Bank AG history | 29.48K | $301.00K | 0.00% | Reduce |
| Millennium Management history | 29.42K | $301.00K | 0.00% | Reduce |
| Wells Fargo & Co history | 29.09K | $298.00K | 0.00% | Add |
| D. E. Shaw & Co history | 23.02K | $236.00K | 0.00% | Reduce |
| Manulife Financial history | 22.92K | $235.00K | 0.00% | Reduce |
| UBS Group AG history | 17.58K | $179.00K | 0.00% | Add |
| Legal & General Investment Management America history | 14.79K | $151.00K | 0.00% | Hold |
| Citigroup Inc history | 9.81K | $100.00K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 5.70K | $58.00K | 0.00% | Reduce |
New Positions (latest)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 | Q2 2021 | Q1 2021 |
|---|---|---|---|---|---|---|---|---|---|
| Vanguard Group | 1.82M | 1.88M | 1.80M | 1.72M | 1.82M | 1.91M | 1.84M | 1.87M | 1.83M |
| Morgan Stanley | 831.55K | 234.27K | 184.07K | 147.29K | 99.76K | 122.98K | 302.67K | — | — |
| Geode Capital Management | 712.74K | 694.17K | 691.05K | 677.38K | 671.63K | 734.28K | 732.91K | — | — |
| BNY Mellon | 509.94K | 520.11K | 357.23K | 342.56K | 349.45K | 349.51K | 419.29K | — | — |
| Citadel Advisors | 360.26K | 90.58K | 21.95K | 224.53K | 139.58K | 126.93K | 182.07K | — | — |
| Northern Trust Corp | 309.73K | 319.79K | 317.03K | 324.43K | 364.52K | 375.91K | 370.62K | — | — |
| Goldman Sachs Group | 213.46K | 312.88K | 435.32K | 521.69K | 561.36K | 512.84K | 318.86K | — | — |
| Charles Schwab Investment Management | 97.12K | 668.06K | 510.70K | 359.49K | 202.95K | 94.40K | 91.39K | — | — |
| Invesco Ltd | 71.21K | 635.75K | 595.32K | 603.73K | 601.31K | 590.75K | 593.53K | — | — |
| Two Sigma Investments | 45.75K | 123.45K | 66.61K | 76.91K | 33.71K | 79.43K | 51.63K | — | — |
| D. E. Shaw & Co | 45.48K | 35.27K | 26.38K | 27.60K | 43.80K | 23.02K | 32.91K | — | — |
| Marshall Wace | 42.88K | 41.68K | — | — | — | — | — | — | — |
| Bank of America Corp | 41.61K | 37.93K | 27.66K | 24.28K | 21.30K | 81.88K | 69.21K | — | — |
| JPMorgan Chase & Co | 33.01K | 43.33K | 32.61K | 19.41K | 17.17K | 299.92K | 282.71K | — | — |
| UBS Group AG | 24.61K | 14.99K | 286 | 343 | 9.36K | 17.58K | 2.93K | — | — |
| Deutsche Bank AG | 22.37K | 14.96K | 14.72K | 17.13K | 27.16K | 29.48K | 32.07K | — | — |
| Manulife Financial | 17.46K | 17.46K | 18.07K | 18.83K | 18.23K | 22.92K | 23.38K | — | — |
| Wells Fargo & Co | 6.95K | 580 | 678 | 15.07K | 23.76K | 29.09K | 4.59K | — | — |
| Point72 Asset Management | 3.49K | — | — | — | — | — | — | — | — |
| Legal & General Investment Management America | 3.46K | 3.03K | 3.03K | 3.03K | 14.79K | 14.79K | 14.79K | — | — |