Who owns TWFG, Inc. Common Stock?
Institutional ownership of TWFG from SEC Form 13F filings across 62 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
62
13F holders
$136.2M
value, 2026 filers
45.1%
of shares outstanding (5.9M sh)
11
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of TWFG's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BAMCO INC /NY/ | 1.1M | $27.3M | 0.0% | 8.7% | 0.0% |
| 2 | FRANKLIN RESOURCES INC | 781,912 | $18.8M | 0.0% | 6% | +7719.1% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 489,244 | $11.8M | 0.0% | 3.8% | -57.1% |
| 4 | MARSHALL WACE, LLP | 408,732 | $9.8M | 0.0% | 3.1% | +53.2% |
| 5 | TWO SIGMA INVESTMENTS, LP | 372,365 | $9.0M | 0.0% | 2.9% | +81.5% |
| 6 | JANE STREET GROUP, LLC | 353,216 | $8.5M | 0.0% | 2.7% | +109.0% |
| 7 | BlackRock, Inc. | 222,376 | $5.3M | 0.0% | 1.7% | +18.7% |
| 8 | GILDER GAGNON HOWE & CO LLC | 221,180 | $5.3M | 0.1% | 1.7% | -1.1% |
| 9 | CITADEL ADVISORS LLC | 214,589 | $5.2M | 0.0% | 1.7% | +96.0% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 174,213 | $4.2M | 0.0% | 1.3% | -4.3% |
| 11 | Gillson Capital LP | 148,665 | $3,575 | 0.2% | 1.1% | +15.5% |
| 12 | Point72 Asset Management, L.P. | 135,139 | $3.3M | 0.0% | 1% | +109.0% |
| 13 | MORGAN STANLEY | 127,879 | $3.1M | 0.0% | 1% | +14.7% |
| 14 | GOLDMAN SACHS GROUP INC | 114,678 | $2.8M | 0.0% | 0.9% | -6.6% |
| 15 | TUDOR INVESTMENT CORP ET AL | 102,591 | $2.5M | 0.0% | 0.8% | +251.8% |
| 16 | BANK OF AMERICA CORP /DE/ | 84,570 | $2.0M | 0.0% | 0.7% | +56.3% |
| 17 | VICTORY CAPITAL MANAGEMENT INC | 82,675 | $2.0M | 0.0% | 0.6% | +15.0% |
| 18 | VANGUARD FIDUCIARY TRUST CO | 82,554 | $2.0M | 0.0% | 0.6% | +0.7% |
| 19 | Qube Research & Technologies Ltd | 68,450 | $1.6M | 0.0% | 0.5% | -6.1% |
| 20 | Schonfeld Strategic Advisors LLC | 61,728 | $1.5M | 0.0% | 0.5% | +24.2% |
| 21 | MILLENNIUM MANAGEMENT LLC | 60,048 | $1.4M | 0.0% | 0.5% | -43.8% |
| 22 | PRICE T ROWE ASSOCIATES INC /MD/ | 45,064 | $1,084 | 0.0% | 0.3% | +11.4% |
| 23 | UBS Group AG | 43,698 | $1.1M | 0.0% | 0.3% | -46.8% |
| 24 | Symphony Financial, Ltd. Co. | 39,089 | $942,436 | 0.1% | 0.3% | +153.7% |
| 25 | RAYMOND JAMES FINANCIAL INC | 31,350 | $753,968 | 0.0% | 0.2% | +6.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.