Klaviyo, Inc. — Institutional Ownership
Which tracked institutions hold KVYO, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
25
Funds holding
$408801146
Total value held
Buying
17 added/new · 8 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $114942380 | 7612078 | +3257743 | +74.82% |
| 2 | Morgan Stanley | $67114746 | 4444684 | -623006 | -12.29% |
| 3 | Bank Of America Corp /De/ | $57675128 | 3819545 | +2132775 | +126.44% |
| 4 | Goldman Sachs Group Inc | $41883625 | 2773750 | +612457 | +28.34% |
| 5 | State Street Corp | $35026534 | 2319638 | +1163818 | +100.69% |
| 6 | Janus Henderson Group Plc | $19950632 | 1025134 | +1025134 | NEW BUY |
| 7 | Franklin Resources Inc | $16443280 | 1088959 | +11029 | +1.02% |
| 8 | Ubs Group Ag | $12416972 | 822316 | +822316 | NEW BUY |
| 9 | Jpmorgan Chase & Co | $12303915 | 817683 | -3482294 | -80.98% |
| 10 | Northern Trust Corp | $10239823 | 678134 | +308062 | +83.24% |
| 11 | Bank Of New York Mellon Corp | $8663280 | 573727 | -934410 | -61.96% |
| 12 | Invesco Ltd. | $2712427 | 179631 | +179631 | NEW BUY |
| 13 | Wells Fargo & Company/Mn | $2461361 | 163004 | +9587 | +6.25% |
| 14 | Royal Bank Of Canada | $1464000 | 96932 | -5776 | -5.62% |
| 15 | Ameriprise Financial Inc | $1264534 | 83744 | +83744 | NEW BUY |
| 16 | Sei Investments Co | $1018263 | 67435 | -40929 | -37.77% |
| 17 | Raymond James Financial Inc | $866363 | 57375 | +6430 | +12.62% |
| 18 | Citigroup Inc | $718639 | 47592 | -7503 | -13.62% |
| 19 | Pnc Financial Services Group, Inc. | $685631 | 45406 | -25094 | -35.59% |
| 20 | Barclays Plc | $522008 | 34570 | +22825 | +194.34% |
| 21 | Stifel Financial Corp | $352134 | 23320 | +23320 | NEW BUY |
| 22 | Us Bancorp \De\ | $33311 | 2206 | +1518 | +220.64% |
| 23 | Fifth Third Bancorp | $32767 | 2170 | -62050 | -96.62% |
| 24 | First Horizon Corp | $8894 | 589 | +589 | NEW BUY |
| 25 | Southstate Bank Corp | $499 | 33 | +33 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.