Kaival Brands Innovations Group, Inc.
KAVL- Exchange
- OTC
- Industry
- Retail-Nonstore Retailers
- SEC CIK
- 0001762239
No open-market purchases or sales by Kaival Brands Innovations Group, Inc. insiders were filed in the last 90 days; no institution reported holding it in 13F filings for Q2 2026; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in Kaival Brands Innovations Group, Inc. as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 14
- −1 vs. Q3 2023
- Shares held
- 1.12M
- +69.7K (+6.6%) vs. Q3 2023
- Total value
- $225.0K
- −$217.6K (−49.2%) vs. Q3 2023
- New holders
- 4
- 3 more added
- Sold out
- 5
- 1 more reduced
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting KAVL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 10 | $59.6K |
| Q2 2025 | 9 | $65.4K |
| Q1 2025 | 13 | $103.9K |
| Q4 2024 | 11 | $151.4K |
| Q3 2024 | 11 | $213.3K |
| Q2 2024 | 7 | $28.9K |
| Q1 2024 | 7 | $11.8K |
| Q4 2023 | 14 | $225.0K |
| Q3 2023 | 15 | $442.6K |
| Q2 2023 | 11 | $781.8K |
| Q1 2023 | 14 | $735.7K |
| Q4 2022 | 13 | $863.6K |
| Q3 2022 | 15 | $1.00M |
| Q2 2022 | 19 | $1.93M |
| Q1 2022 | 16 | $1.42M |
| Q4 2021 | 14 | $212.0K |
| Q3 2021 | 10 | $752.0K |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Kaival Brands Innovations Group, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 744,055 | $149.6K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 136,279 | $27.4K | 0.00% | 00.0% | Unchanged |
| Alpine Global Management, LLC | 100,000 | $20.1K | 0.01% | +100,000 | New |
| State Street Corp | 45,700 | $9.19K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 31,772 | $6.39K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 23,294 | $4.68K | 0.00% | +2,635+12.8% | Added |
| Tower Research Capital LLC (TRC) | 11,318 | $2.27K | 0.00% | +3,554+45.8% | Added |
| Millennium Management LLC | 10,830 | $2.18K | 0.00% | +10,830 | New |
| Renaissance Technologies LLC | 10,700 | $2.00K | 0.00% | +10,700 | New |
| Larson Financial Group LLC | 3,875 | $779 | 0.00% | −1,205−23.7% | Reduced |
| Lindbrook Capital, LLC | 2,250 | $452 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 122 | $25 | 0.00% | +7+6.1% | Added |
| JPMorgan Chase & Co | 17 | $3 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 14 | $3 | 0.00% | +14 | New |
| Virtu Financial LLC | 0 | $0 | 0.00% | −24,843−100.0% | Sold out |
| Platform Technology Partners | 0 | $0 | 0.00% | −15,986−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −14,717−100.0% | Sold out |
| IAG Wealth Partners, LLC | 0 | $0 | 0.00% | −1,011−100.0% | Sold out |
| Morgan Stanley | 0 | $0 | 0.00% | −230−100.0% | Sold out |