STGW · Stagwell Inc · Shareholders & Ownership
Every disclosed holder of STGW in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns STGW
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 105,637,140 | 43.21% |
| Insiders (Forms 3, 4, 5) | 0 | 0.00% |
| 13D/G-only blocks | 122,425,133 | 50.08% |
| Remaining | 16,413,178 | 6.71% |
| Registered funds (N-PORT, not summed) | 44,279,722 | 18.11% |
Shares outstanding: 244,475,451, the issuer's latest cover-page count restated onto today's split basis.
Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of STGW
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
|
116,044,633 | ||
| 2 |
Steven A. Ballmer
13D
CIK 902015 · Holding company · Apr 4, 2025
|
116,044,633 | ||
| 2.1 |
|
116,044,633 | ||
| 3 |
Penn Mark Jeffery
Insider
CIK 1771735 · Aug 9, 2026
Director, Chief Executive Officer, issuer-wide, not summed
|
25,034,990 | ||
| 4 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
13F
CIK 1164833 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
21,313,377 | ||
| 4.1 |
Hotchkis and Wiley Small Cap Value Fund
Fund
S000006215 · Registered fund · Jun 30, 2026
HOTCHKIS & WILEY FUNDS/DE/, not summed
|
5,581,017 | ||
| 4.2 |
Hotchkis & Wiley Opportunities Fund
Fund
S000006216 · Registered fund · Jun 30, 2026
HOTCHKIS & WILEY FUNDS/DE/, not summed
|
3,264,970 | ||
| 4.3 |
HW Opportunities MP Fund
Fund
S000083057 · Registered fund · Jun 30, 2026
HOTCHKIS & WILEY FUNDS/DE/, not summed
|
729,060 | ||
| 4.4 |
Hotchkis and Wiley Small Cap Diversified Value Fund
Fund
S000045868 · Registered fund · Jun 30, 2026
HOTCHKIS & WILEY FUNDS/DE/, not summed
|
487,300 | ||
| 5 |
|
8,187,543 | ||
| 6 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
8,135,127 | ||
| 6.1 |
iShares Russell 2000 ETF
Fund
S000004344 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
2,736,712 | ||
| 6.2 |
iShares Russell 2000 Value ETF
Fund
S000004342 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
928,704 | ||
| 6.3 |
Master Small Cap Index Series
Fund
S000002716 · Registered fund · Jun 30, 2026
Quantitative Master Series LLC, not summed
|
195,449 | ||
| 6.4 |
iShares Core S&P Total U.S. Stock Market ETF
Fund
S000004317 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
141,327 | ||
| 6.5 |
iShares US Small Cap Value Factor ETF
Fund
S000069740 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
121,485 | ||
| 7 |
Madison Avenue Partners, LP
13F
CIK 1801265 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
8,014,322 | ||
| 8 |
American Beacon Advisors, Inc.
13G
CIK 908758 · Registered investment adviser · Dec 31, 2023
Rule 13d-1(b), qualified institution
|
6,380,500 | ||
| 9 |
DIMENSIONAL FUND ADVISORS LP
13F
CIK 354204 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
6,170,065 | ||
| 9.1 |
U.S. SMALL CAP PORTFOLIO
Fund
S000000971 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
828,728 | ||
| 9.2 |
Dimensional U.S. Small Cap ETF
Fund
S000070906 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
744,561 | ||
| 9.3 |
U.S. SMALL CAP VALUE PORTFOLIO
Fund
S000000987 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
591,717 | ||
| 9.4 |
U.S. Targeted Value Portfolio
Fund
S000000970 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
519,316 | ||
| 9.5 |
U.S. MICRO CAP PORTFOLIO
Fund
S000000948 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
485,569 | ||
| 10 |
ADW Capital Management, LLC
13F
CIK 1745214 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
5,001,000 | ||
| 11 |
American Beacon Small Cap Value Fund
Fund
S000001818 · Registered fund · Jul 31, 2026
AMERICAN BEACON FUNDS, not summed
|
4,768,248 | ||
| 12 |
VANGUARD CAPITAL MANAGEMENT LLC
13F
CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,519,814 | ||
| 13 |
Boston Partners
13F
CIK 1386060 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,458,341 | ||
| 14 |
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund
S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
3,193,923 | ||
| 15 |
GEODE CAPITAL MANAGEMENT, LLC
13F
CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,989,372 | ||
| 16 |
JPMORGAN CHASE & CO
13F
CIK 19617 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,701,247 | ||
| 17 |
HighTower Advisors, LLC
13F
CIK 1462245 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,583,858 | ||
| 18 |
|
2,474,330 | ||
| 18.1 |
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO
Fund
S000050332 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
37,300 | ||
| 18.2 |
State Street Total Return V.I.S. Fund
Fund
S000001637 · Registered fund · Jun 30, 2026
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
|
2,615 | ||
| 18.3 |
State Street Balanced Index Fund
Fund
S000082802 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
588 | ||
| 19 |
Penn Capital Management Company, LLC
13F
CIK 1158202 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,362,291 | ||
| 20 |
|
2,009,454 | ||
| 21 |
CIDEL ASSET MANAGEMENT INC
13F
CIK 1621915 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,878,426 | ||
| 22 |
JANE STREET GROUP, LLC
13F
CIK 1595888 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,778,820 | ||
| 23 |
Diversify Advisory Services, LLC
13F
CIK 2021232 · Registered investment adviser · Sep 30, 2026
|
1,719,653 | ||
| 24 |
DIVERSIFY WEALTH MANAGEMENT, LLC
13F
CIK 2030780 · Registered investment adviser · Sep 30, 2026
|
1,719,653 | ||
| 25 |
JPMorgan Small Cap Blend Fund
Fund
S000002767 · Registered fund · Jun 30, 2026
JPMorgan Trust I, not summed
|
1,673,060 | ||
| 26 |
ABLE Financial Group, LLC
13F
CIK 1977500 · Unknown · Sep 30, 2026
|
1,556,607 | ||
| 27 |
NEW YORK STATE COMMON RETIREMENT FUND
13F
CIK 810265 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,459,038 | ||
| 28 |
FIRST TRUST ADVISORS LP
13F
CIK 1125816 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,439,678 | ||
| 28.1 |
First Trust Small Cap Growth AlphaDEX Fund
Fund
S000031806 · Registered fund · Jul 31, 2026
First Trust Exchange-Traded AlphaDEX Fund, not summed
|
944,866 | ||
| 28.2 |
First Trust Small Cap Core AlphaDEX Fund
Fund
S000017339 · Registered fund · Jul 31, 2026
First Trust Exchange-Traded AlphaDEX Fund, not summed
|
352,221 | ||
| 28.3 |
First Trust Multi Cap Growth AlphaDEX Fund
Fund
S000017343 · Registered fund · Jul 31, 2026
First Trust Exchange-Traded AlphaDEX Fund, not summed
|
85,596 | ||
| 29 |
|
1,404,509 | ||
| 30 |
|
1,391,279 | ||
| 31 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC
13F
CIK 1107261 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,236,998 | ||
| 31.1 |
Omni Small-Cap Value Fund
Fund
S000033567 · Registered fund · Jun 30, 2026
Bridgeway Funds, Inc., not summed
|
325,400 | ||
| 32 |
VANGUARD PORTFOLIO MANAGEMENT LLC
13F
CIK 2100121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,230,203 | ||
| 33 |
VANGUARD EXTENDED MARKET INDEX FUND
Fund
S000002841 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
1,226,317 | ||
| 34 |
First Pacific Advisors, LP
13F
CIK 1377581 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,191,918 | ||
| 35 |
Western Standard LLC
13F
CIK 1517666 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,167,276 | ||
| 36 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
13F
CIK 1446194 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,160,456 | ||
| 37 |
NORTHERN TRUST CORP
13F
CIK 73124 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,149,525 | ||
| 37.1 |
Small Cap Value Fund
Fund
S000001246 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
111,064 | ||
| 37.2 |
Small Cap Index Fund
Fund
S000001245 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
53,021 | ||
| 37.3 |
FlexShares Morningstar US Market Factor Tilt Index Fund
Fund
S000033312 · Registered fund · Jul 31, 2026
FlexShares Trust, not summed
|
35,144 | ||
| 37.4 |
Small Cap Core Fund
Fund
S000001244 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
24,247 | ||
| 38 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
CIK 884546 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
987,884 | ||
| 38.1 |
Schwab U.S. Small-Cap ETF
Fund
S000026636 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
531,946 | ||
| 38.2 |
Schwab Small-Cap Index Fund
Fund
S000005912 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
253,325 | ||
| 38.3 |
Schwab Small-Cap Equity Fund
Fund
S000005516 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
138,906 | ||
| 38.4 |
Schwab Total Stock Market Index Fund
Fund
S000005913 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
83,544 | ||
| 38.5 |
Schwab U.S. Broad Market ETF
Fund
S000026631 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
61,114 | ||
| 39 |
Stanley Capital Management, LLC
13F
CIK 1518934 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
950,342 | ||
| 40 |
Empowered Funds, LLC
13F
CIK 1592828 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
911,598 | ||
| 40.1 |
EA Bridgeway Omni Small-Cap Value ETF
Fund
S000078089 · Registered fund · Jun 30, 2026
EA Series Trust, not summed
|
911,598 | ||
| 41 |
AQR CAPITAL MANAGEMENT LLC
13F
CIK 1167557 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
758,451 | ||
| 42 |
Boston Partners Small Cap Value Fund II
Fund
S000001094 · Registered fund · May 31, 2026
RBB Fund, Inc., not summed
|
698,907 | ||
| 43 |
VANGUARD FIDUCIARY TRUST CO
13F
CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
695,684 | ||
| 44 |
HARBOR CAPITAL ADVISORS, INC.
13F
CIK 1039128 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
686,893 | ||
| 45 |
Russell Investments Group, Ltd.
13F
CIK 1692234 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
658,731 | ||
| 45.1 |
Tax-Managed U.S. Mid & Small Cap Fund
Fund
S000001571 · Registered fund · Jul 31, 2026
RUSSELL INVESTMENT CO, not summed
|
317,679 | ||
| 45.2 |
Russell Investments U.S. Small Cap Equity ETF
Fund
S000089990 · Registered fund · Jun 30, 2026
Russell Investments Exchange Traded Funds, not summed
|
22,398 | ||
| 46 |
Embark Small Cap Equity Fund
Fund
S000083503 · Registered fund · Jul 31, 2026
Harbor Funds II, not summed
|
652,874 | ||
| 47 |
VANGUARD RUSSELL 2000 INDEX FUND
Fund
S000030003 · Registered fund · May 31, 2026
VANGUARD SCOTTSDALE FUNDS, not summed
|
561,632 | ||
| 48 |
Bank of New York Mellon Corp
13F
CIK 1390777 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
525,809 | ||
| 49 |
|
491,977 | ||
| 50 |
AST Small-Cap Equity Portfolio
Fund
S000001978 · Registered fund · Jun 30, 2026
Advanced Series Trust, not summed
|
486,445 |
24 more nested rows are not shown here; Every filing lists them all.
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
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