TWFG, Inc. TWFG
CIK 0002007596 · CUSIP 87318A101
Quarter-end disclosures, not live holdings.
Top 20 institutions
Weight means this stock's share of the manager's own portfolio.
| # | Manager | Value | Manager weight | Change vs prior | Source | |
|---|---|---|---|---|---|---|
| 01 | T. Rowe Price Investment Management, Inc. CIK 1897612 · View history | $61.47M 1,988,671 shares | 0.04% | +435.00K(+28.00%)Added | SEC filing ↗ May 14, 2025 | ▾ |
| 02 | ALLIANCEBERNSTEIN L.P. CIK 1109448 · View history | $36.18M 1,170,377 shares | 0.01% | +159.16K(+15.70%)Added | SEC filing ↗ May 15, 2025 | ▾ |
| 03 | Capital International Investors CIK 1562230 · View history | $27.16M 878,807 shares | 0.01% | 0(0.00%)Unchanged | SEC filing ↗ May 12, 2025 | ▾ |
| 04 | FMR LLC CIK 315066 · Amended · View history | $27.15M 878,494 shares | 0.00% | -186.28K(-17.50%)Reduced | SEC filing ↗ Nov 5, 2026 | ▾ |
| 05 | BAMCO INC /NY/ CIK 1017918 · View history | $26.82M 867,824 shares | 0.08% | -3.84K(-0.40%)Reduced | SEC filing ↗ May 15, 2025 | ▾ |
| 06 | VANGUARD GROUP INC CIK 102909 · View history | $19.20M 621,151 shares | 0.00% | +4.25K(+0.70%)Added | SEC filing ↗ May 9, 2025 | ▾ |
| 07 | Nuveen, LLC CIK 1871926 · View history | $15.50M 501,491 shares | 0.00% | — | SEC filing ↗ May 12, 2025 | ▾ |
| 08 | AMERICAN CENTURY COMPANIES INC CIK 748054 · View history | $13.01M 420,881 shares | 0.01% | -139.09K(-24.80%)Reduced | SEC filing ↗ May 13, 2025 | ▾ |
| 09 | Driehaus Capital Management LLC CIK 938206 · View history | $11.73M 379,496 shares | 0.11% | -1.43K(-0.40%)Reduced | SEC filing ↗ May 15, 2025 | ▾ |
| 10 | Alyeska Investment Group, L.P. CIK 1453072 · View history | $8.14M 263,324 shares | 0.03% | +35.36K(+15.50%)Added | SEC filing ↗ May 15, 2025 | ▾ |
| 11 | GILDER GAGNON HOWE & CO LLC CIK 902464 · View history | $7.48M 242,055 shares | 0.10% | -878(-0.40%)Reduced | SEC filing ↗ May 15, 2025 | ▾ |
| 12 | VICTORY CAPITAL MANAGEMENT INC CIK 1040188 · View history | $6.78M 219,490 shares | 0.01% | +219.49KNew | SEC filing ↗ May 2, 2025 | ▾ |
| 13 | GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history | $6.44M 208,128 shares | 0.00% | +72.23K(+53.10%)Added | SEC filing ↗ May 13, 2025 | ▾ |
| 14 | BlackRock, Inc. CIK 2012383 · View history | $5.65M 182,839 shares | 0.00% | +173(+0.10%)Added | SEC filing ↗ May 2, 2025 | ▾ |
| 15 | Freestone Grove Partners LP CIK 2007591 · View history | $5.52M 178,691 shares | 0.06% | -13.87K(-7.20%)Reduced | SEC filing ↗ May 15, 2025 | ▾ |
| 16 | Balyasny Asset Management L.P. CIK 1218710 · View history | $4.83M 156,154 shares | 0.01% | +5.47K(+3.60%)Added | SEC filing ↗ May 15, 2025 | ▾ |
| 17 | MARSHALL WACE, LLP CIK 1318757 · View history | $4.69M 151,888 shares | 0.01% | -500(-0.30%)Reduced | SEC filing ↗ May 15, 2025 | ▾ |
| 18 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 1535845 · View history | $4.64M 150,000 shares | 0.01% | 0(0.00%)Unchanged | SEC filing ↗ May 14, 2025 | ▾ |
| 19 | Gillson Capital LP CIK 1698055 · View history | $4.56M 147,499 shares | 0.39% | +8.50K(+6.10%)Added | SEC filing ↗ May 15, 2025 | ▾ |
| 20 | ExodusPoint Capital Management, LP CIK 1736225 · View history | $4.08M 131,934 shares | 0.05% | +32.81K(+33.10%)Added | SEC filing ↗ May 14, 2025 | ▾ |
Showing 20 / 72 institutions. The complete set is available through the API.
Coverage & totals by quarter
Reporting institutions by quarter
Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.
Explore all 72 reporting institutions.
This page includes 20 of 72 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
+ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 20 of 72 reporting institutions; totals use the complete disclosed data.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP / CLI.
MCP https://api.akkrudata.ai/mcp
akkru_institutional_holdings
{"action":"holders","cusip":"87318A101","quarter":"2025Q1","type":"positions","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP / CLI documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.