STGW Institutional Ownership
Stagwell Inc.
1W: -2.9%
1M: +4.5%
3M: +9.0%
YTD: +83.7%
1Y: +77.0%
3Y: +109.4%
5Y: +4.7%
$8.85
+0.17 (+1.96%)
After Hours: $8.88 (+0.03, +0.28%)
Weekly Expected Move ±4.5%
$8
$9
$9
$9
$10
Credit Risk of going bust: higher than 72% of companies Debt: 44.6% of company value Bonds: $98.2M held by 179 funds, 229 bp over Treasuries → details ▾
Of US companies ranked in the third-riskiest tenth, about 1 in 140 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.53 (down 94%), Stagwell Inc. would be worth roughly what it owes.
Total debt $1.71B against a stock market value of $2.12B.
Distance to default 3.24 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $725.1M (short-term plus half of long-term), stock volatility 54.0%; Altman Z'' -0.00. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $0.53 (down 94%), Stagwell Inc. would be worth roughly what it owes.
Total debt $1.71B against a stock market value of $2.12B.
Distance to default 3.24 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $725.1M (short-term plus half of long-term), stock volatility 54.0%; Altman Z'' -0.00. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — STGW
206
Institutional Holders
-6 vs prior quarter
0.0%
Ownership
+0.00pp
$789M
Total Invested
24
New Positions
67
Increased
79
Reduced
21
Closed
0.33
Put/Call Ratio
Ownership Trends
Top Institutional Holders (227 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LL | 21,313,377 | $185M | -1,744,680 | -7.6% | 20Q | SEC ↗ |
| 2 | BlackRock, Inc. | 8,135,127 | $71M | +312,421 | +4.0% | 8Q | SEC ↗ |
| 3 | Madison Avenue Partners, LP | 8,014,322 | $70M | — | +0.0% | 20Q | SEC ↗ |
| 4 | DIMENSIONAL FUND ADVISORS LP | 6,170,065 | $54M | +1,134,745 | +22.5% | 15Q | SEC ↗ |
| 5 | ADW Capital Management, LLC | 5,001,000 | $43M | +1,000 | +0.0% | 2Q | SEC ↗ |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 4,519,814 | $39M | +329,575 | +7.9% | 2Q | SEC ↗ |
| 7 | Boston Partners | 3,458,341 | $30M | -126,649 | -3.5% | 11Q | SEC ↗ |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 2,989,372 | $26M | +109,890 | +3.8% | 20Q | SEC ↗ |
| 9 | JPMORGAN CHASE & CO | 2,701,247 | $23M | +7,474 | +0.3% | 20Q | SEC ↗ |
| 10 | HighTower Advisors, LLC | 2,583,858 | $22M | +989,345 | +62.0% | 20Q | SEC ↗ |
| 11 | STATE STREET CORP | 2,474,330 | $21M | +175,896 | +7.7% | 20Q | SEC ↗ |
| 12 | Penn Capital Management Company, LLC | 2,362,291 | $21M | +201,812 | +9.3% | 14Q | SEC ↗ |
| 13 | CIDEL ASSET MANAGEMENT INC | 1,878,426 | $16M | -161,254 | -7.9% | 19Q | SEC ↗ |
| 14 | JANE STREET GROUP, LLC | 1,778,820 | $15M | +148,888 | +9.1% | 14Q | SEC ↗ |
| 15 | DIVERSIFY WEALTH MANAGEMENT, LLC | 1,724,579 | $15M | -8,015 | -0.5% | 5Q | SEC ↗ |
| 16 | Diversify Advisory Services, LLC NEW | 1,724,579 | $15M | — | +0.0% | 1Q | SEC ↗ |
| 17 | ABLE Financial Group, LLC | 1,556,607 | $14M | -552 | -0.0% | 5Q | SEC ↗ |
| 18 | NEW YORK STATE COMMON RETIREMENT FUND | 1,459,038 | $13M | +143,081 | +10.9% | 20Q | SEC ↗ |
| 19 | FIRST TRUST ADVISORS LP | 1,439,678 | $12M | +766,036 | +113.7% | 7Q | SEC ↗ |
| 20 | UBS Group AG | 1,404,509 | $12M | -678,676 | -32.6% | 20Q | SEC ↗ |
| 21 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1,236,998 | $11M | +456,648 | +58.5% | 2Q | SEC ↗ |
| 22 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1,230,203 | $11M | +143,190 | +13.2% | 2Q | SEC ↗ |
| 23 | First Pacific Advisors, LP | 1,191,918 | $10M | — | +0.0% | 18Q | SEC ↗ |
| 24 | Western Standard LLC NEW | 1,167,276 | $10M | — | +0.0% | 1Q | SEC ↗ |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,160,456 | $10M | +809,029 | +230.2% | 8Q | SEC ↗ |
| 26 | NORTHERN TRUST CORP | 1,149,525 | $10M | +16,439 | +1.5% | 20Q | SEC ↗ |
| 27 | Sixth Street Partners Management Compa NEW | 987,884 | $9M | — | +0.0% | 1Q | SEC ↗ |
| 28 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 987,884 | $9M | +81,170 | +9.0% | 15Q | SEC ↗ |
| 29 | Stanley Capital Management, LLC | 950,342 | $8M | — | +0.0% | 20Q | SEC ↗ |
| 30 | Empowered Funds, LLC | 911,598 | $8M | +456,648 | +100.4% | 2Q | SEC ↗ |
| 31 | AQR CAPITAL MANAGEMENT LLC | 758,451 | $7M | +704 | +0.1% | 6Q | SEC ↗ |
| 32 | VANGUARD FIDUCIARY TRUST CO | 695,684 | $6M | -56,006 | -7.5% | 2Q | SEC ↗ |
| 33 | HARBOR CAPITAL ADVISORS, INC. | 686,893 | $6M | -59,634 | -8.0% | 10Q | SEC ↗ |
| 34 | Russell Investments Group, Ltd. | 658,731 | $6M | +3,758 | +0.6% | 14Q | SEC ↗ |
| 35 | Bank of New York Mellon Corp | 525,809 | $5M | +16,777 | +3.3% | 20Q | SEC ↗ |
| 36 | NATIONAL BANK OF CANADA /FI | 451,112 | $4M | -86,692 | -16.1% | 13Q | SEC ↗ |
| 37 | GROUP ONE TRADING LLC | 349,035 | $3M | +253,813 | +266.5% | 2Q | SEC ↗ |
| 38 | CORRADO ADVISORS, LLC | 315,713 | $3M | — | +0.0% | 18Q | SEC ↗ |
| 39 | IMC-Chicago, LLC | 291,412 | $3M | +251,762 | +635.0% | 2Q | SEC ↗ |
| 40 | BANK OF AMERICA CORP /DE | 290,507 | $3M | +150,778 | +107.9% | 15Q | SEC ↗ |
| 41 | Invesco Ltd. | 261,293 | $2M | -8,795 | -3.3% | 20Q | SEC ↗ |
| 42 | Pacific Ridge Capital Partners, LLC | 240,354 | $2M | -2,766 | -1.1% | 20Q | SEC ↗ |
| 43 | AMERICAN CENTURY COMPANIES INC | 240,204 | $2M | -3,513 | -1.4% | 13Q | SEC ↗ |
| 44 | JUPITER ASSET MANAGEMENT LTD | 236,348 | $2M | +200,165 | +553.2% | 2Q | SEC ↗ |
| 45 | Swiss National Bank | 229,600 | $2M | — | +0.0% | 19Q | SEC ↗ |
| 46 | MORGAN STANLEY | 218,863 | $2M | -24,419 | -10.0% | 20Q | SEC ↗ |
| 47 | OSAIC HOLDINGS, INC. | 204,501 | $2M | +55,948 | +37.7% | 5Q | SEC ↗ |
| 48 | CastleKnight Management LP | 199,400 | $2M | — | +0.0% | 5Q | SEC ↗ |
| 49 | VICTORY CAPITAL MANAGEMENT INC | 189,931 | $2M | +1,130 | +0.6% | 16Q | SEC ↗ |
| 50 | WELLS FARGO & COMPANY/MN | 188,988 | $2M | +55,992 | +42.1% | 20Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Diversify Advisory Services, LLC | 1,724,579 | $15M |
| Western Standard LLC | 1,167,276 | $10M |
| Sixth Street Partners Management Co | 987,884 | $9M |
| D. E. Shaw & Co., Inc. | 178,104 | $2M |
| Campbell & CO Investment Adviser LL | 131,368 | $1M |
| ExodusPoint Capital Management, LP | 101,051 | $877K |
| MARSHALL WACE, LLP | 69,229 | $601K |
| Sound Capital Solutions LLC | 66,805 | $580K |
| Jupiter Topco LLC | 58,456 | $507K |
| XTX Topco Ltd | 32,456 | $282K |
| Corient Private Wealth LP | 32,071 | $278K |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C | 23,847 | $207K |
| Headlands Technologies LLC | 19,037 | $165K |
| Prudent Man Advisors, LLC | 16,007 | $139K |
| Dynamic Technology Lab Private Ltd | 15,750 | $137K |
| Tidal Investments LLC | 15,701 | $136K |
| Amundi | 13,040 | $113K |
| SG Americas Securities, LLC | 11,354 | $99K |
| HSBC HOLDINGS PLC | 11,162 | $97K |
| Atria Investments, Inc | 10,996 | $95K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| 683 Capital Management, LLC | 305,000 | $3M |
| CITADEL ADVISORS LLC | 142,024 | $1M |
| VARCOV Co. | 95,619 | $830K |
| Schonfeld Strategic Advisors LLC | 89,651 | $778K |
| Kanen Wealth Management LLC | 78,988 | $686K |
| WINTON GROUP Ltd | 72,568 | $630K |
| Verition Fund Management LLC | 71,374 | $620K |
| Man Group plc | 56,407 | $490K |
| CCG WEALTH MANAGEMENT, LLC | 49,835 | $433K |
| FRANKLIN RESOURCES INC | 43,005 | $373K |
| TRUE Private Wealth Advisors | 38,694 | $336K |
| MGO Private Wealth, LLC | 31,698 | $275K |
| MIRABELLA FINANCIAL SERVICES LLP | 30,236 | $262K |
| 9823 Capital, L.P. | 28,113 | $244K |
| Perennial Advisors, LLC | 28,000 | $243K |
| MILLENNIUM MANAGEMENT LLC | 24,846 | $216K |
| Gotham Asset Management, LLC | 24,706 | $214K |
| TWO SIGMA SECURITIES, LLC | 21,822 | $189K |
| STONERIDGE INVESTMENT PARTNERS LLC | 20,727 | $180K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 20,111 | $175K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | +1,134,745 | +22.5% | 6,170,065 |
| HighTower Advisors, LLC | +989,345 | +62.0% | 2,583,858 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +809,029 | +230.2% | 1,160,456 |
| FIRST TRUST ADVISORS LP | +766,036 | +113.7% | 1,439,678 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | +456,648 | +58.5% | 1,236,998 |
| Empowered Funds, LLC | +456,648 | +100.4% | 911,598 |
| VANGUARD CAPITAL MANAGEMENT LLC | +329,575 | +7.9% | 4,519,814 |
| BlackRock, Inc. | +312,421 | +4.0% | 8,135,127 |
| GROUP ONE TRADING LLC | +253,813 | +266.5% | 349,035 |
| IMC-Chicago, LLC | +251,762 | +635.0% | 291,412 |
| Penn Capital Management Company, LL | +201,812 | +9.3% | 2,362,291 |
| JUPITER ASSET MANAGEMENT LTD | +200,165 | +553.2% | 236,348 |
| STATE STREET CORP | +175,896 | +7.7% | 2,474,330 |
| BANK OF AMERICA CORP /DE | +150,778 | +107.9% | 290,507 |
| JANE STREET GROUP, LLC | +148,888 | +9.1% | 1,778,820 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +143,190 | +13.2% | 1,230,203 |
| NEW YORK STATE COMMON RETIREMENT FU | +143,081 | +10.9% | 1,459,038 |
| GEODE CAPITAL MANAGEMENT, LLC | +109,890 | +3.8% | 2,989,372 |
| STATE OF WISCONSIN INVESTMENT BOARD | +109,869 | +353.2% | 140,977 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | +81,170 | +9.0% | 987,884 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | -4,335,714 | -99.0% | 45,253 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT | -1,744,680 | -7.6% | 21,313,377 |
| UBS Group AG | -678,676 | -32.6% | 1,404,509 |
| PICTON MAHONEY ASSET MANAGEMENT | -299,443 | -99.8% | 499 |
| BNP PARIBAS ASSET MANAGEMENT Holdin | -282,588 | -94.1% | 17,668 |
| PRUDENTIAL FINANCIAL INC | -223,780 | -82.5% | 47,555 |
| SEI INVESTMENTS CO | -204,576 | -55.0% | 167,212 |
| K2 PRINCIPAL FUND, L.P. | -167,551 | -73.1% | 61,619 |
| CIDEL ASSET MANAGEMENT INC | -161,254 | -7.9% | 1,878,426 |
| Boston Partners | -126,649 | -3.5% | 3,458,341 |
| Nuveen, LLC | -122,911 | -40.2% | 182,513 |
| NATIONAL BANK OF CANADA /FI | -86,692 | -16.1% | 451,112 |
| HARBOR CAPITAL ADVISORS, INC. | -59,634 | -8.0% | 686,893 |
| VANGUARD FIDUCIARY TRUST CO | -56,006 | -7.5% | 695,684 |
| AMERIPRISE FINANCIAL INC | -54,437 | -26.2% | 153,663 |
| My Personal CFO, LLC | -52,965 | -58.9% | 37,035 |
| AXQ CAPITAL, LP | -43,403 | -71.4% | 17,349 |
| Hudson Bay Capital Management LP | -33,245 | -16.6% | 166,755 |
| IEQ CAPITAL, LLC | -31,419 | -68.0% | 14,764 |
| UBS AM, a distinct business unit of | -31,125 | -14.6% | 182,326 |