$STGW

$8.85 +$0.17 (1.96%) Close

$STGW Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 244.5M shares outstanding

Who owns STGW?

By type of holder

Institutions 42.6% Insiders 0.0% Everyone else 57.4%

Concentration Top 10 holders own 88.1%

Steven A. Ballmer 47.5% · Penn Mark Jeffery 12.0%

Institutional ownership

42.6%

+0.2 pts vs last qtr

Institutional holders

182

-3 vs last qtr

Net shares bought

+501.8K

by institutions in Q2 2026

New / sold out

22 / 25

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Diversify Advisory Services, LLC NEW +1.7M
Western Standard LLC NEW +1.2M

Biggest sellers in Q2 2026

Goldman Sachs Group Inc −4.3M
Hotchkis & Wiley Capital Management LLC −1.7M

Who is planning to sell?

Notices of proposed sale, last 12 months

$526K

1 notice from 1 person

Shares covered

62.0K

0.03% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Frank Lanuto Officer $526K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+415.2%

+19.98% a year

Each share's claim on the business

−80.6%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$524M vs $366M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years61% 3–5 years15% 1–3 years11% Under 1 year13%

Quarterly turnover

10.2%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting STGW on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
HW Hotchkis & Wiley Capital Management LLC	21.3M	8.72%	−1.7M (−7.6%)	≤2021	0.5%
Shares held by quarter Peak holding23.1M (Q1'26) Change over 8 quarters+2.1M Share of the company8.720% Hotchkis & Wiley Capital Management LLC's full portfolio →
B BlackRock, Inc.	8.1M	3.33%	+312.4K (+4.0%)	≤2021	0.0%
Shares held by quarter Peak holding8.1M (Q2'26) Change over 8 quarters+1.2M Share of the company3.330% BlackRock, Inc.'s full portfolio →

Hotchkis & Wiley Capital Management LLC

21.3M

% of company

8.72%

Change vs last qtr

−1.7M (−7.6%)

Held since

≤2021

BlackRock, Inc.

8.1M

% of company

3.33%

Change vs last qtr

+312.4K (+4.0%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Stagwell Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting STGW on Form N-PORT; together they hold 18.9% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
AB American Beacon Small Cap Value Fund American Beacon Funds	$40.3M	4.8M	1.95%	1.08%	July 31, 2026
HA Hotchkis and Wiley Small Cap Value Fund Hotchkis & Wiley Funds/de/	$33M	5.2M	2.14%	5.05%	March 31, 2026

American Beacon Small Cap Value Fund

American Beacon Funds

Position value

$40.3M

% of company

1.95%

% of the fund

1.08%

As of

July 31, 2026

Hotchkis and Wiley Small Cap Value Fund

Hotchkis & Wiley Funds/de/

Position value

$33M

% of company

2.14%

% of the fund

5.05%

As of

March 31, 2026

23 more funds behind a free account

See every fund holding Stagwell Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
SA Steven A. Ballmer 5%+ holder 13D · 43.5%	116.0M	47.47%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company47.470% Disclosed stake13D · 43.5% View the 13D/G filing →
PM Penn Mark Jeffery 5%+ holder 13D · 11.6%	29.4M	12.01%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company12.010% Disclosed stake13D · 11.6% View the 13D/G filing →

Steven A. Ballmer

5%+ holder13D · 43.5%

116.0M

% of company

47.47%

Change vs last qtr

—

Held since

—

Penn Mark Jeffery

5%+ holder13D · 11.6%

29.4M

% of company

12.01%

Change vs last qtr

—

Held since

—

1 more holders behind a free account

See every insider and 5%+ holder of Stagwell Inc..

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