KENNEDY CAPITAL MANAGEMENT LLC
Q3 2024 Form 13-F

ST LOUIS, MISSOURI
CIK 0000884589 · CRD 105834 · SEC-registered investment adviser
$4.5B Reported Value Total

KENNEDY CAPITAL MANAGEMENT reports 185 total accounts under management (AUM). There are 181 discretionary accounts valued at $4,747,042,933, and 4 non-discretionary accounts valued at $22,765,959.

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
$4.5B
Quarter over quarter
+8.8%
Holdings
687
Top-10 concentration
8.7%

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
Q2 2024
Q4 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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Q3 2024 13F filing summary

Period of report September 30, 2024
Filed November 14, 2024
Form 13F-HR
Reported value $4.5B
Positions 687
Change in reported value -3.2%
New positions 71
Exited positions 79
Position turnover 19.6%
Top-10 concentration 8.7%

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 · Q3 2024

# Holding Reported value % of portfolio
1 SF Stifel Financial Corporation $52.6M 1.16%
2 NVDA NVIDIA Corp. $51.1M 1.13%
3 MSFT Microsoft Corp. $48.5M 1.07%
4 AAPL Apple Inc. $46.3M 1.02%
5 CR Crane Co. $34.2M 0.75%
6 B Barnes Group Inc. $33.6M 0.74%
7 WTFC Wintrust Financial Corporation $32.6M 0.72%
8 GMED Globus Med Inc $32.3M 0.71%
9 HXL Hexcel Corporation $32.3M 0.71%
10 LLY Eli Lilly & Co. $31.3M 0.69%
11 UNH UnitedHealth Group Inc. $30.3M 0.67%
12 HOMB Home BancShares Inc. $29.7M 0.66%
13 SSB SouthState Corp. $28.8M 0.64%
14 GTES Gates Industrial Corp PLC $28.3M 0.62%
15 SKY Champion Homes Inc. $28.2M 0.62%
16 EXP Eagle Materials Inc. $27.8M 0.61%
17 NSIT Insight Enterprises Inc. $25.6M 0.57%
18 CHEF Chefs Warehouse Inc. $25.4M 0.56%
19 REVG Rev Group Inc $25.0M 0.55%
20 KRG Kite Realty Group Trust $24.0M 0.53%

Values as reported on the Q3 2024 Form 13F. Every position is in the holdings table below.

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