KNF — KNIFE RIVER CORPORATION
As of Q2 2026, 31 SEC-registered investment managers reported holding KNF (KNIFE RIVER CORPORATION) in their latest 13F filings, with a combined reported value of $2.06B across 29.70M shares. That is +3.4% by share count (+981.02K shares) versus the previous quarter, while reported value moved +4.0%. Ownership is concentrated: the five largest holders account for 66.1% of reported value and the top ten for 85.6%.
Compared with the prior quarter, 1 opened new positions, 20 added to existing stakes, 9 trimmed, 4 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
KNF is classified in the Industrials sector.
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.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 7.29M | $609.83M | 0.01% | Add |
| Vanguard Group history | Q4 2025 | 5.69M | $400.16M | 0.01% | Reduce |
| Capital World Investors history | Q2 2026 | 3.24M | $271.38M | 0.03% | Add |
| Baillie Gifford & Co history | Q2 2026 | 2.74M | $229.14M | 0.21% | Add |
| Geode Capital Management history | Q2 2026 | 1.52M | $127.44M | 0.01% | Add |
| UBS Group AG history | Q2 2026 | 1.49M | $124.36M | 0.02% | Reduce |
| Capital Research Global Investors history | Q2 2026 | 1.29M | $107.85M | 0.02% | Reduce |
| Morgan Stanley history | Q2 2026 | 1.07M | $89.50M | 0.01% | Reduce |
| Corvex Management history | Q4 2023 | 1.32M | $87.17M | 4.68% | Reduce |
| Goldman Sachs Group history | Q2 2026 | 1.01M | $84.62M | 0.01% | Add |
| Northern Trust Corp history | Q2 2026 | 729.78K | $61.05M | 0.01% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 693.20K | $57.99M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | Q2 2026 | 636.18K | $53.22M | 0.00% | Add |
| MFS Investment Management history | Q2 2026 | 572.73K | $50.40M | 0.02% | Add |
| Invesco Ltd history | Q2 2026 | 380.68K | $31.84M | 0.00% | Add |
| BNY Mellon history | Q2 2026 | 354.35K | $29.64M | 0.01% | Reduce |
| Bank of America Corp history | Q2 2026 | 323.43K | $27.05M | 0.00% | Reduce |
| Norges Bank Investment Management history | Q2 2026 | 295.44K | $24.71M | 0.00% | Reduce |
| Southeastern Asset Management history | Q4 2023 | 320.29K | $21.20M | 0.81% | Reduce |
| Moore Capital Management history | Q3 2024 | 179.45K | $16.04M | 0.31% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 111.11K sh · $9.75M
Fully Exited (vs previous quarter)
- Millennium Management sold 131.81K sh · $10.76M
- Janus Henderson Group sold 24.67K sh · $2.02M
- Renaissance Technologies sold 7.70K sh · $628.71K
- Marshall Wace sold 5.58K sh · $456.01K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | 6.98M | 7.11M | 6.99M | 6.97M | 6.92M | 7.01M | 6.97M | 7.29M |
| Capital World Investors | — | — | — | — | — | — | — | — | — | — | 1.01M | 2.64M | 3.24M |
| Baillie Gifford & Co | — | — | — | — | — | — | — | — | — | 2.20M | 2.13M | 2.67M | 2.74M |
| Geode Capital Management | 1.08M | 1.13M | 1.23M | 1.27M | 1.31M | 1.34M | 1.33M | 1.38M | 1.40M | 1.41M | 1.42M | 1.43M | 1.52M |
| UBS Group AG | 66.03K | 63.36K | 136.50K | 80.58K | 40.30K | 52.28K | 253.17K | 410.19K | 513.12K | 313.46K | 167.99K | 2.34M | 1.49M |
| Capital Research Global Investors | — | — | — | — | — | 1.33M | 1.94M | 1.79M | 1.90M | 1.86M | 1.66M | 1.76M | 1.29M |
| Morgan Stanley | 1.11M | 859.12K | 1.30M | 855.49K | 711.46K | 791.45K | 754.48K | 889.07K | 864.80K | 1.21M | 1.19M | 1.39M | 1.07M |
| Goldman Sachs Group | 389.32K | 368.72K | 819.30K | 1.04M | 1.02M | 649.77K | 784.15K | 767.24K | 729.69K | 920.53K | 746.62K | 849.45K | 1.01M |
| Northern Trust Corp | 583.46K | 610.21K | 643.58K | 588.47K | 629.45K | 660.07K | 750.52K | 731.22K | 712.56K | 701.47K | 672.66K | 700.69K | 729.78K |
| Charles Schwab Investment Management | 581.94K | 452.41K | 487.20K | 685.58K | 693.54K | 699.33K | 692.68K | 666.87K | 650.11K | 641.51K | 650.94K | 681.69K | 693.20K |
| Fidelity Management & Research (FMR) | 1.05M | 203.20K | 145.13K | 5.93K | 6.34K | 12.09K | 580.13K | 733.17K | 962.55K | 1.21M | 689.77K | 363.46K | 636.18K |
| MFS Investment Management | — | — | — | — | — | — | 272.97K | 426.78K | 641.25K | 442.04K | 578.02K | 527.17K | 572.73K |
| Invesco Ltd | 161.39K | 133.82K | 233.74K | 117.89K | 230.09K | 478.84K | 879.80K | 1.24M | 1.27M | 901.48K | 300.11K | 356.60K | 380.68K |
| BNY Mellon | 741.00K | 716.36K | 740.50K | 693.53K | 683.42K | 666.65K | 647.36K | 507.62K | 522.87K | 522.76K | 430.31K | 367.57K | 354.35K |
| Bank of America Corp | 205.76K | 88.51K | 108.32K | 100.35K | 137.19K | 146.45K | 123.77K | 236.76K | 220.68K | 264.20K | 329.94K | 392.53K | 323.43K |
| Norges Bank Investment Management | — | — | 612.69K | — | 670.03K | — | 655.56K | — | 652.37K | — | 465.57K | — | 295.44K |
| Principal Global Investors | 192.78K | 192.14K | 211.26K | 214.72K | 191.97K | 152.33K | 154.63K | 155.33K | 156.62K | 180.91K | 205.41K | 129.06K | 132.68K |
| Citadel Advisors | 354.73K | 412.05K | 171.51K | 145.39K | 20.67K | 24.52K | 32.38K | 60.25K | 58.53K | 97.78K | 357.92K | 70.88K | 132.68K |
| JPMorgan Chase & Co | 133.39K | 104.33K | 95.59K | 256.74K | 159.35K | 209.14K | 247.54K | 140.83K | 107.73K | 97.04K | 93.29K | — | 111.11K |
| Deutsche Bank AG | 19.03K | 26.57K | 635.87K | 666.36K | 463.95K | 163.46K | 180.09K | 118.51K | 112.85K | 118.02K | 74.83K | 81.11K | 105.95K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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