$TWG

$3.94 -$0.06 (1.5%) Close

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

Ownership

13F as of Q2 2026 · 62.8M shares outstanding

Who owns TWG?

By type of holder

Institutions 0.1% Everyone else 99.9%

No insider has reported a holding in the last two years, so insiders are counted in "Everyone else".

Concentration Top 3 holders own 0.1%

Marex Group Ltd 0.1% · UBS Group AG 0.0%

Institutional ownership

0.1%

-0.0 pts vs last qtr

Institutional holders

0 vs last qtr

Net shares bought

−5.7K

by institutions in Q2 2026

New / sold out

1 / 1

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

UBS Group AG +477
Caitong International Asset Management Co., Ltd NEW +8

Biggest sellers in Q2 2026

Marex Group Ltd −6.2K
Citigroup Inc SOLD OUT −2

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Top Wealth Group Holding Ltd in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2021–FY2025

−98.5%

−64.86% a year

Each share's claim on the business

+6455.0%

grew without buying or selling a share

Spent on buybacks vs paid in stock

— vs $1.66M

over 5 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+ years0% 3–5 years0% 1–3 years0% Under 1 year100%

Quarterly turnover

6.1%

of institutional shares changed hands

Top 10 managers, median time held

1 quarter

Super Investors

Investment managers reporting TWG on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
MG Marex Group Ltd	48.6K	0.08%	−6.2K (−11.3%)	Q1 '26	0.0%
Shares held by quarter Peak holding54.8K (Q1'26) Change over 8 quarters+48.6K Share of the company0.080% Marex Group Ltd's full portfolio →
UG UBS Group AG	884	0.00%	+477 (+117.2%)	Q1 '26	0.0%
Shares held by quarter Peak holding884 (Q2'26) Change over 8 quarters+884 Share of the company0.000% UBS Group AG's full portfolio →

Marex Group Ltd

48.6K

% of company

0.08%

Change vs last qtr

−6.2K (−11.3%)

Held since

Q1 '26

UBS Group AG

884

% of company

0.00%

Change vs last qtr

+477 (+117.2%)

Held since

Q1 '26

2 more super investors behind a free account

See every manager holding Top Wealth Group Holding Ltd, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting TWG on Form N-PORT; together they hold 0.0% of the company

No fund reports holding TWG yet.

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