KENNEDY CAPITAL MANAGEMENT LLC
Q4 2023 Form 13-F

ST LOUIS, MISSOURI
CIK 0000884589 · CRD 105834 · SEC-registered investment adviser
$4.6B Reported Value Total

KENNEDY CAPITAL MANAGEMENT reports 173 total accounts under management (AUM). There are 171 discretionary accounts valued at $3,700,825,226, and 2 non-discretionary accounts valued at $20,782,884.

Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
SEC Registered Discretionary & Non-Discretionary
Firm Brochure (Part 2A)
Private funds (Form ADV)
2 funds · $2.5M gross asset value
Other: $2.5M
Source: Form ADV filed 2026-05-21
Reported value
$4.6B
Quarter over quarter
+13.8%
Holdings
682
Top-10 concentration
7.9%

Filing Structure

Reports holdings for

Holdings reported by

Key People

Form ADV owners & control persons
Jean Buchanan Barnard
DIRECTOR OF RESEARCH, PORTFOLIO MANAGER
James Joseph Boyne
DIRECTOR KENNEDY CAPITAL MANAGEMENT LLC
Donald M Cobin
DIRECTOR KENNEDY CAPITAL MANAGEMENT LLC, PRESIDENT, CHIEF EXECUTIVE OFFICER, PORTFOLIO MANAGER
Q3 2023
Q1 2024
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Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.

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Q4 2023 13F filing summary

Period of report December 31, 2023
Filed February 14, 2024
Form 13F-HR
Reported value $4.6B
Positions 682
Change in reported value +11.6%
New positions 65
Exited positions 54
Position turnover 16.2%
Top-10 concentration 7.9%

13F filings by quarter

Quarter Positions Value
Q2 2026 13F
Filed Aug 14, 2026
 543 $5.6B
Q1 2026 13F
Filed May 13, 2026
 535 $4.7B
Q4 2025 13F
Filed Feb 13, 2026
 531 $4.7B
Q3 2025 13F
Filed Nov 13, 2025
 555 $4.5B
Q2 2025 13F
Filed Aug 13, 2025
 581 $4.2B
Q1 2025 13F
Filed May 13, 2025
 642 $4.2B
Q4 2024 13F
Filed Feb 13, 2025
 669 $4.5B
Q3 2024 13F
Filed Nov 14, 2024
 687 $4.5B
Q2 2024 13F
Filed Aug 14, 2024
 695 $4.7B
Q1 2024 13F
Filed May 15, 2024
 723 $4.9B
Q4 2023 13F
Filed Feb 14, 2024
 682 $4.6B
Q3 2023 13F
Filed Nov 14, 2023
 671 $4.1B
Q2 2023 13F
Filed Aug 14, 2023
 664 $4.3B
Q1 2023 13F
Filed May 15, 2023
 618 $3.4B
Q4 2022 13F
Filed Feb 14, 2023
 612 $3.5B
Q3 2022 13F
Filed Nov 14, 2022
 605 $3.4B
Q2 2022 13F
Filed Aug 10, 2022
 600 $3.6B
Q1 2022 13F
Filed May 16, 2022
 599 $4.2B
Q4 2021 13F
Filed Feb 14, 2022
 611 $4.7B
Q3 2021 13F
Filed Nov 15, 2021
 627 $4.5B

33 earlier quarters on file — choose one from the quarter menu above.

Top 20 holdings · Q4 2023

# Holding Reported value % of portfolio
1 SF Stifel Financial Corp $50.8M 1.11%
2 LAD Lithia Motors, Inc. $41.8M 0.91%
3 HOMB Home BancShares, Inc. $39.9M 0.87%
4 WTFC Wintrust Financial Corporation $37.4M 0.82%
5 CR Crane Company $34.0M 0.74%
6 CWST Casella Waste Systems, Inc. Class A $33.8M 0.74%
7 COLB Columbia Banking System, Inc. $33.5M 0.73%
8 SSB SouthState Corporation $31.2M 0.68%
9 INFA Informatica, Inc. Class A $30.5M 0.67%
10 GTLS Chart Industries, Inc. $27.1M 0.59%
11 AIZ Assurant, Inc. $26.9M 0.59%
12 PFGC Performance Food Group Co $26.9M 0.59%
13 NSIT Insight Enterprises, Inc. $26.5M 0.58%
14 TBBK Bancorp Inc $26.5M 0.58%
15 IBP Installed Building Products, Inc. $26.3M 0.57%
16 AXNX Axonics, Inc. $25.8M 0.56%
17 KRG Kite Realty Group Trust $25.4M 0.55%
18 ALG Alamo Group Inc. $25.2M 0.55%
19 WNS WNS (Holdings) Limited Sponsored ADR $25.1M 0.55%
20 NSA National Storage Affiliates Trust $24.6M 0.54%

Values as reported on the Q4 2023 Form 13F. Every position is in the holdings table below.

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