13FPulse
KE

KEY KEYCORP

2026Q2 · CUSIP 493267108 · Sector: Financials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
919
Institutions that reported holding it to the SEC
Net increase in holders
+29
Last quarter 890 → now 919
How unusual is that
Top 20%
Stronger buying than 89% of US stocks
What the filings say, in one paragraph

919 funds held KEY at the end of 2026Q2, up 29 from the quarter before. That is stronger buying than 88.9% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $7.8B(YoY +51.1%), the P/E is 12.7x, return on equity is 10.3%. KEY has had 24 buying rushes in its history, and the price moved +1.6% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Financials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=495 2013Q4: holders=523 2014Q1: holders=515 2014Q2: holders=531 2014Q3: holders=529 2014Q4: holders=521 2015Q1: holders=533 2015Q2: holders=551 2015Q3: holders=536 2015Q4: holders=541 2016Q1: holders=567 2016Q2: holders=575 2016Q3: holders=619 2016Q4: holders=640 2017Q1: holders=649 2017Q2: holders=668 2017Q3: holders=670 2017Q4: holders=706 2018Q1: holders=730 2018Q2: holders=737 2018Q3: holders=750 2018Q4: holders=753 2019Q1: holders=781 2019Q2: holders=746 2019Q3: holders=754 2019Q4: holders=792 2020Q1: holders=725 2020Q2: holders=700 2020Q3: holders=669 2020Q4: holders=698 2021Q1: holders=740 2021Q2: holders=759 2021Q3: holders=765 2021Q4: holders=828 2022Q1: holders=851 2022Q2: holders=807 2022Q3: holders=800 2022Q4: holders=821 2023Q1: holders=787 2023Q2: holders=767 2023Q3: holders=723 2023Q4: holders=797 2024Q1: holders=795 2024Q2: holders=788 2024Q3: holders=793 2024Q4: holders=814 2025Q1: holders=787 2025Q2: holders=792 2025Q3: holders=815 2025Q4: holders=877 2026Q1: holders=890 2026Q2: holders=919 -74 -37 +0 +37 +74 445705965 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 24 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20%
2025Q4 Top 10% -0.8%
2025Q3 Top 20% +28.7% +27.7%
2023Q4 Top 10% +11.0% +22.2%
2022Q4 Top 20% -46.7% -41.4%
2022Q1 Top 10% +7.2% +4.4%
2021Q4 Top 10% -29.9% -24.9%
2021Q2 Top 20% +20.5% +35.3%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
304
Change in large funds
+28
Total value they hold
$21.7B
Funds buying for the first time
119
Funds that sold out entirely
90
Price change that quarter
+4.5%
Funds holding puts (bearish)
15
Funds holding calls (bullish)
19

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
12.7
EPS (TTM)
$1.72
EPS YoY
Revenue (TTM)
$7.8B
Revenue YoY
+51.1%
Net margin
26.0%
ROE
10.3%
Debt ratio
89.6%
FCF (TTM)
$1.2B
Dividend (TTM)
$0.82
Quarterly Revenue & EPS
2021-09-30: EPS 0.65 2021-12-31: EPS 0.64 2022-03-31: EPS 0.45 2022-06-30: EPS 0.54 2022-09-30: EPS 0.55 2022-12-31: EPS 0.39 2023-03-31: EPS 0.30 2023-06-30: EPS 0.27 2023-09-30: EPS 0.29 2023-12-31: EPS 0.02 2024-03-31: EPS 0.20 2024-06-30: EPS 0.25 2024-09-30: EPS -0.47 2024-12-31: EPS -0.30 2025-03-31: EPS 0.33 2025-06-30: EPS 0.35 2025-09-30: EPS 0.41 2025-12-31: EPS 0.43 2026-03-31: EPS 0.44 2026-06-30: EPS 0.44 0B 1.0B 2.0B $B -0.52 0.10 0.72 20212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 14 4 243907699291531740 487815398583063500 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-1.2B420M2.1B 20162017201820192020202120222023202420252026
Latest quarter $-74M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.