KENNEDY CAPITAL MANAGEMENT LLC
Q4 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
+0.4%
Holdings
669
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
Q3 2024
Q1 2025
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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 2024 13F filing summary

Period of report December 31, 2024
Filed February 13, 2025
Form 13F-HR
Reported value $4.5B
Positions 669
Change in reported value -0.6%
New positions 66
Exited positions 84
Position turnover 19.9%
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 · Q4 2024

# Holding Reported value % of portfolio
1 NVDA NVIDIA Corp. $51.4M 1.14%
2 AAPL Apple Inc. $48.1M 1.07%
3 MSFT Microsoft Corp. $44.6M 0.99%
4 SF Stifel Financial Corporation $40.1M 0.89%
5 CHEF Chefs Warehouse Inc. $37.2M 0.83%
6 GMED Globus Med Inc $36.5M 0.81%
7 HXL Hexcel Corporation $36.0M 0.8%
8 GTES Gates Industrial Corp PLC $33.7M 0.75%
9 LLY Eli Lilly & Co. $31.9M 0.71%
10 CR Crane Co. $31.0M 0.69%
11 HOMB Home BancShares Inc. $30.0M 0.67%
12 UNH UnitedHealth Group Inc. $29.6M 0.66%
13 SSB SouthState Corp. $29.0M 0.64%
14 REVG Rev Group Inc $28.0M 0.62%
15 WTFC Wintrust Financial Corporation $26.3M 0.59%
16 B Barnes Group Inc. $25.9M 0.58%
17 CCB Coastal Financial Corp. $25.4M 0.56%
18 GTLS Chart Industries Inc $24.7M 0.55%
19 CWST Casella Waste Systems, Inc. $24.5M 0.54%
20 SKY Champion Homes Inc. $23.4M 0.52%

Values as reported on the Q4 2024 Form 13F. Every position is in the holdings table below.

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