Twfg TWFG Institutional Ownership

NASDAQ TWFG

$24.01 -0.16 (-0.66%)

At close: Sep 30, 2026 · 4:00 PM EDT

Institutions by Trading Activity

82 Institutions

Increased 46 56.1%

Unchanged 12 14.6%

Reduced 24 29.3%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

69.44%

▼-5.14 pp QoQ

Shares Held by Institutions

9.09Mn

of 13.10Mn outstanding

▲+0.42% QoQ

Shares Outstanding

13.10Mn

4.00Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▼-3 vs prior quarter

Net Shares Added (QoQ)

+37.71K

accumulated since last quarter

Value of Holdings

$218.34Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

TWFG, Inc. (NASDAQ:TWFG) is held by 82 institutional investors per 13F filings through June 2026.

Their combined ownership stood at 69.4% of outstanding shares in June 2026, down from 74.6% in March 2026.
Their total shares held in TWFG increased 0.42% from the prior quarter, while the number of investors in Twfg increased 2.5% year over year.
Among the 82 funds, 46 bought more Twfg shares, 24 sold down, and 12 held their ground.
In total, institutional investors held 9.09Mn shares in Twfg as of June 2026, up by 37.71K shares quarter on quarter, and down 2.4Mn shares year over year.
BAMCO INC /NY/ leads ownership in TWFG with 1.14Mn shares as of June 30, 2026, equal to 8.67% of outstanding shares.
The largest buyers of Twfg for the quarter ending June 2026 were Franklin Templeton Inc (771.91K), JANE STREET GROUP, LLC (184.21K), TWO SIGMA INVESTMENTS, LP (167.15K), MARSHALL WACE, LLP (141.9K), CITADEL ADVISORS LLC (105.09K).
Top sellers of TWFG stock for the quarter ending June 2026 included T. Rowe Price Investment Management, Inc. (1.35Mn), RIVERBRIDGE PARTNERS LLC (216.96K), FMR LLC (150.16K), VANGUARD CAPITAL MANAGEMENT LLC (81.29K), BRASADA CAPITAL MANAGEMENT, LP (72.1K).
According to Business Quant data, leading holders of TWFG for June 2026 are BAMCO INC /NY/ (1.14Mn), Franklin Templeton Inc (781.91K), T. Rowe Price Investment Management, Inc. (753.68K), Giverny Capital Inc. (652.45K), Central Securities Corp (500.0K), VANGUARD CAPITAL MANAGEMENT LLC (489.24K), MARSHALL WACE, LLP (408.73K), TWO SIGMA INVESTMENTS, LP (372.36K), JANE STREET GROUP, LLC (353.22K), RIVERBRIDGE PARTNERS LLC (332.66K).

Form 13F Holdings

82 Institutional Holders

Report period 30 Jun, 2026

Total shares held 9.09Mn

Of outstanding 69.44%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BAMCO INC /NY/	0001017918	1,135,091	8.67%	▼8	0.00%	$27.30Mn
2	Franklin Templeton Inc	0000038777	781,912	5.97%	▲771,912	+7,719.12%	$18.80Mn
3	T. Rowe Price Investment Management, Inc.	0001897612	753,680	5.75%	▼1,345,618	-64.10%	$18.13K
4	Giverny Capital Inc.	0001641864	652,452	4.98%	▲100,345	+18.17%	$15.69Mn
5	Central Securities Corp	0000018748	500,000	3.82%	0	0.00%	$12.03Mn
6	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	489,244	3.74%	▼81,293	-14.25%	$11.77Mn
7	MARSHALL WACE, LLP	0001318757	408,732	3.12%	▲141,904	+53.18%	$9.83Mn
8	TWO SIGMA INVESTMENTS, LP	0001179392	372,365	2.84%	▲167,152	+81.45%	$8.96Mn
9	JANE STREET GROUP, LLC	0001595888	353,216	2.70%	▲184,211	+109.00%	$8.49Mn
10	RIVERBRIDGE PARTNERS LLC	0001112325	332,658	2.54%	▼216,956	-39.47%	$8.00Mn
11	BlackRock, Inc.	0002012383	222,376	1.70%	▲35,039	+18.70%	$5.35Mn
12	GILDER GAGNON HOWE & CO LLC	0000902464	221,180	1.69%	▼2,459	-1.10%	$5.32Mn
13	Alyeska Investment Group, L.P.	0001453072	215,778	1.65%	0	0.00%	$5.19Mn
14	CITADEL ADVISORS LLC	0001423053	214,589	1.64%	▲105,087	+95.97%	$5.16Mn
15	Ascent Group, LLC	0001913231	212,310	1.62%	▲37,868	+21.71%	$5.11Mn
16	GEODE CAPITAL MANAGEMENT, LLC	0001214717	174,213	1.33%	▼7,879	-4.33%	$4.19Mn
17	RENAISSANCE TECHNOLOGIES LLC	0001037389	149,900	1.14%	▲31,573	+26.68%	$3.61Mn
18	Gillson Capital LP	0001698055	148,665	1.14%	▲20,000	+15.54%	$3.58K
19	Point72 Asset Management, L.P.	0001603466	135,139	1.03%	▲70,471	+108.97%	$3.25Mn
20	Morgan Stanley	0000895421	127,879	0.98%	▲16,353	+14.66%	$3.08Mn

Showing 1 to 20 of 82 holders