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Stagwell Inc (STGW)

CUSIP: 85256A109 | NYSE | Communication Services · Advertising Agencies | Small Cap | 397 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13D/APenn Mark Jeffery
with Stagwell Group LLC, Stagwell Agency Holdings LLC, Stagwell Media LP
29,368,69711.6%New 5%+ stakeDec 15, 2025No 13F filer matched
13D/APenn Mark Jeffery29,368,697
11.6% of class · Dec 15, 2025New 5%+ stake
with Stagwell Group LLC, Stagwell Agency Holdings LLC, Stagwell Media LP
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP7,235,872
0.0% of portfolio›$58.9M
Penn Capital Management Company, LLC1,987,023
1.2% of portfolio›$16.2M
Diversify Wealth Management, LLC1,719,653
0.2% of portfolio›$15.7M
Diversify Advisory Services, LLC1,719,653
0.2% of portfolio›$15.7M
Able Financial Group, LLC1,556,607
2.0% of portfolio›$12.7M
Bank of New York Mellon Corp521,785
0.0% of portfolio›$4.2M
Harbor Capital Advisors, Inc.425,121
0.0% of portfolio›$3.5K
Imc-Chicago, LLC379,663
0.0% of portfolio›$3.1M
Corrado Advisors, LLC306,213
1.2% of portfolio›$2.5M
Citigroup Inc183,916
0.0% of portfolio›$1.5M
Perennial Advisors, LLC179,511
0.2% of portfolio›$1.5M
Jackson Creek Investment Advisors LLC175,699
0.0% of portfolio›$1.4K
Simplex Trading, LLC126,831
0.0% of portfolio›$1.0M
Roof Eidam Maycock Peralta, LLC114,811
0.2% of portfolio›$934.6K
Wolverine Asset Management LLC101,830
0.0% of portfolio›$828.9K
Counterpoint Mutual Funds LLC83,911
0.1% of portfolio›$683.0K
Kestra Private Wealth Services, LLC74,344
0.0% of portfolio›$605.2K
Bailard, Inc.41,600
0.0% of portfolio›$338.6K
Sterling Capital Management LLC41,550
0.0% of portfolio›$338.2K
Strs Ohio37,800
0.0% of portfolio›$307.7K
Hohimer Wealth Management, LLC35,338
0.0% of portfolio›$287.7K
Net Worth Advisory Group35,220
0.1% of portfolio›$298.0K
State of Alaska, Department of Revenue34,753
0.0% of portfolio›$282
Creative Planning29,558
0.0% of portfolio›$240.6K
Swiss Life Asset Management Ltd26,751
0.0% of portfolio›$217.8K
ProShare Advisors LLC26,109
0.0% of portfolio›$212.5K
Arizona State Retirement System24,446
0.0% of portfolio›$199.0K
Wealth Enhancement Advisory Services, LLC20,878
0.0% of portfolio›$182.9K
Concurrent Investment Advisors, LLC20,291
0.0% of portfolio›$165.2K
Pension & Wealth Management Advisors, Inc.20,204
0.0% of portfolio›$164.5K
Belvedere Trading LLC17,294
0.0% of portfolio›$140.8K
Pictet Asset Management Holding SA16,197
0.0% of portfolio›$131.8K
Prudent Man Advisors, LLC15,654
0.0% of portfolio›$127.4K
ARS Investment Partners, LLC14,597
0.0% of portfolio›$118.8K
Oppenheimer Asset Management Inc.12,075
0.0% of portfolio›$98.3K
Parkside Financial Bank & Trust11,305
0.0% of portfolio›$92.0K
Virginia Retirement Systems ET Al10,700
0.0% of portfolio›$87.1K
Atria Investments, Inc10,166
0.0% of portfolio›$82.8K
Caitong International Asset Management Co., Ltd3,046
0.0% of portfolio›$24.8K
Nisa Investment Advisors, LLC2,573
0.0% of portfolio›$20.9K
KFG LLC2,536
0.0% of portfolio›$20.6K
Farther Finance Advisors, LLC1,908
0.0% of portfolio›$15.5K
Glass Jacobson Investment Advisors llc1,000
0.0% of portfolio›$8.1K
Summit Securities Group LLC974
0.0% of portfolio›$7.9K
SJS Investment Consulting Inc.893
0.0% of portfolio›$7.3K
IFP Advisors, Inc740
0.0% of portfolio›$6.0K
EverSource Wealth Advisors, LLC644
0.0% of portfolio›$5.2K
Essential Partners LLC541
0.0% of portfolio›$4.4K
Parallel Advisors, LLC372
0.0% of portfolio›$3.0K
Gamma Investing LLC168
0.0% of portfolio›$1.4K
Root Financial Partners, LLC141
0.0% of portfolio›$1.1K
Larson Financial Group LLC140
0.0% of portfolio›$1.1K
True Wealth Design, LLC134
0.0% of portfolio›$1.1K
Provenance Wealth Advisors, LLC120
0.0% of portfolio›$977
Clark Wealth Partners105
0.0% of portfolio›$855
Ascentis Wealth Management, LLC100
0.0% of portfolio›$814
Dhjj Financial Advisors, Ltd.85
0.0% of portfolio›$692
Covestor Ltd58
0.0% of portfolio›$0
Versant Capital Management, Inc51
0.0% of portfolio›$415
SBI Securities Co., Ltd.44
0.0% of portfolio›$358
DiNuzzo Private Wealth, Inc.4
0.0% of portfolio›$33
JFS Wealth Advisors, LLC1
0.0% of portfolio›$9
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
7,235,872$58.9M0.0%IndexLowAustin, TX2026-11-04
Penn Capital Management Company, LLC
1,987,023$16.2M1.2%ValueHighPhiladelphia, PA2026-11-04
Diversify Wealth Management, LLC
1,719,653$15.7M0.2%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
1,719,653$15.7M0.2%GrowthLowSandy, UT2026-10-20
Able Financial Group, LLC
1,556,607$12.7M2.0%ETFLowScottsdale, AZ2026-10-14
Bank of New York Mellon Corp
521,785$4.2M0.0%CoreLowNew York, NY2026-11-05
Harbor Capital Advisors, Inc.
425,121$3.5K0.0%ValueHighChicago, IL2026-10-22
Imc-Chicago, LLC
379,663$3.1M0.0%GARPVery HighChicago, IL2026-11-05
Corrado Advisors, LLC
306,213$2.5M1.2%CoreMediumRamsey, NJ2026-10-27
Citigroup Inc
183,916$1.5M0.0%CoreMediumNew York, NY2026-11-04
Perennial Advisors, LLC
179,511$1.5M0.2%CoreLowNew York, NY2026-10-13
Jackson Creek Investment Advisors LLC
175,699$1.4K0.0%ValueVery HighCastle Rock, CO2026-11-04
Simplex Trading, LLC
126,831$1.0M0.0%CoreVery HighChicago, IL2026-11-04
Roof Eidam Maycock Peralta, LLC
114,811$934.6K0.2%ETFVery LowSan Francisco, CA2026-10-15
Wolverine Asset Management LLC
101,830$828.9K0.0%Deep ValueVery HighChicago, IL2026-11-02
Counterpoint Mutual Funds LLC
83,911$683.0K0.1%Deep ValueVery HighSan Diego, CA2026-10-16
Kestra Private Wealth Services, LLC
74,344$605.2K0.0%GrowthLowAustin, TX2026-10-30
Bailard, Inc.
41,600$338.6K0.0%GrowthMediumFoster City, CA2026-10-13
Sterling Capital Management LLC
41,550$338.2K0.0%GARPMediumCharlotte, NC2026-10-22
Strs Ohio
37,800$307.7K0.0%CoreMediumColumbus, OH2026-10-30
Hohimer Wealth Management, LLC
35,338$287.7K0.0%CoreHighSeattle, WA2026-11-04
Net Worth Advisory Group
35,220$298.0K0.1%GARPMediumSandy, UT2026-10-20
State of Alaska, Department of Revenue
34,753$2820.0%CoreVery LowJuneau, AK2026-10-15
Creative Planning
29,558$240.6K0.0%IndexVery LowOverland Park, KS2026-11-02
Swiss Life Asset Management Ltd
26,751$217.8K0.0%CoreLowZurich, Switzerland2026-11-03
ProShare Advisors LLC
26,109$212.5K0.0%GrowthLowBethesda, MD2026-10-29
Arizona State Retirement System
24,446$199.0K0.0%IndexVery LowPhoenix, AZ2026-11-03
Wealth Enhancement Advisory Services, LLC
20,878$182.9K0.0%CoreLowPlymouth, MN2026-10-13
Concurrent Investment Advisors, LLC
20,291$165.2K0.0%GrowthMediumTampa, FL2026-10-16
Pension & Wealth Management Advisors, Inc.
20,204$164.5K0.0%ETFLowWaltham, MA2026-10-16
Belvedere Trading LLC
17,294$140.8K0.0%Agg GrowthVery HighChicago, IL2026-11-05
Pictet Asset Management Holding SA
16,197$131.8K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Prudent Man Advisors, LLC
15,654$127.4K0.0%GrowthLowNaperville, IL2026-11-03
ARS Investment Partners, LLC
14,597$118.8K0.0%GrowthMediumNew York, NY2026-11-05
Oppenheimer Asset Management Inc.
12,075$98.3K0.0%CoreMediumNew York, NY2026-10-27
Parkside Financial Bank & Trust
11,305$92.0K0.0%CoreVery LowSaint Louis, MO2026-10-27
Virginia Retirement Systems ET Al
10,700$87.1K0.0%CoreMediumRichmond, VA2026-10-28
Atria Investments, Inc
10,166$82.8K0.0%CoreMediumCharlotte, NC2026-10-15
Caitong International Asset Management Co., Ltd
3,046$24.8K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Nisa Investment Advisors, LLC
2,573$20.9K0.0%IndexVery LowSt. Louis, MO2026-10-20
KFG LLC
2,536$20.6K0.0%ETFN/ARapid City, SD2026-11-02
Farther Finance Advisors, LLC
1,908$15.5K0.0%IndexLowSan Francisco, CA2026-10-08
Glass Jacobson Investment Advisors llc
1,000$8.1K0.0%ETFLowOwings Mills, MD2026-10-26
Summit Securities Group LLC
974$7.9K0.0%CoreVery HighNew York, NY2026-11-05
SJS Investment Consulting Inc.
893$7.3K0.0%ETFVery LowSylvania, OH2026-10-26
IFP Advisors, Inc
740$6.0K0.0%GrowthLowTampa, FL2026-10-16
EverSource Wealth Advisors, LLC
644$5.2K0.0%CoreMediumBirmingham, AL2026-11-04
Essential Partners LLC
541$4.4K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Parallel Advisors, LLC
372$3.0K0.0%IndexLowSan Francisco, CA2026-11-03
Gamma Investing LLC
168$1.4K0.0%IndexVery LowFoster City, CA2026-10-08
Root Financial Partners, LLC
141$1.1K0.0%ETFMediumEncinitas, CA2026-10-21
Larson Financial Group LLC
140$1.1K0.0%GrowthLowSt Louis, MO2026-11-05
True Wealth Design, LLC
134$1.1K0.0%ETFMediumAkron, OH2026-10-13
Provenance Wealth Advisors, LLC
120$9770.0%ETFLowFort Lauderdale, FL2026-10-30
Clark Wealth Partners
105$8550.0%ETFVery LowO'Fallon, IL2026-10-19
Ascentis Wealth Management, LLC
100$8140.0%Agg GrowthLowDallas, TX2026-11-03
Dhjj Financial Advisors, Ltd.
85$6920.0%ETFVery LowNaperville, IL2026-10-23
Covestor Ltd
58$00.0%ValueHighLondon, United Kingdom2026-10-30
Versant Capital Management, Inc
51$4150.0%GARPLowPhoenix, AZ2026-10-02
SBI Securities Co., Ltd.
44$3580.0%Agg GrowthLowTokyo, Mexico2026-10-22
DiNuzzo Private Wealth, Inc.
4$330.0%ETFLowBeaver, PA2026-10-16
JFS Wealth Advisors, LLC
1$90.0%ETFVery LowHermitage, PA2026-11-03