Kinross Gold Corporation (KGC): Q2 2026 13F — slightly fewer filers, flat aggregate value, and large VanEck / Vanguard / Arrowstreet dollar moves
You are looking at Kinross Gold Corporation — basic materials name listed on NYSE as KGC. Below is a read of the latest Form 13F tape (period of report 2026-06-30, Q2 2026) versus the prior quarter (2026-03-31, Q1 2026), plus a short company overview.
Kinross Gold Corporation / KINROSS GOLD CORP
What changed in Q2 2026?
Last quarter = Q2 2026 (period of report 2026-06-30) versus prior Q1 2026 (2026-03-31). Figures are reported 13F values (USD) as filed — delayed snapshots, not live prices.
Here is the story in one breath: fewer 13F filers (638 vs 647), and the aggregate reported 13F value rose (about $17.03B from about $17.02B). Total disclosed shares also moved to about 714,373,849 from about 664,253,329. Hedge-style* holders numbered 5 in Q2 2026 versus 11 in Q1 2026. On the full 13F tape, 91 managers entered and 100 exited (hedge-style* enter/exit: 0 / 6).
Status mix across the QoQ tape (738 manager rows including exits): 91 ENTERED, 100 EXITED, 227 INCREASED, 220 DECREASED, 100 UNCHANGED.
Reporting-entity note: several Vanguard-affiliated names appear as ENTERED under new CIKs in Q2 2026 (for example VANGUARD CAPITAL MANAGEMENT LLC ($789.86M), VANGUARD FIDUCIARY TRUST CO ($251.04M), Vanguard Global Advisers, LLC ($121.08M), VANGUARD ASSET MANAGEMENT, Ltd ($55.80M)). That is a 13F filer / CIK event in this tape — not automatically the same thing as “Vanguard never owned KGC before.” Read it as new reporting entities showing up for this CUSIP in the QoQ join.
Who holds KGC now?
Largest Q2 2026 13F holders by reported position value (top 18 of 638). Block size ≈ reported value. Click a name for the fund page.
Fund activity — Q1 2026 → Q2 2026
Top increases and decreases by change in % of the manager’s reported AUM, shown as treemap-style cards. Dollar heatmaps follow.
Top funds increasing % AUM
Largest positive Δ %AUM (entries + any adds).
Top funds decreasing % AUM
Largest negative Δ %AUM (cuts + exits).
Top $ increases (reported value)
Top $ decreases (reported value)
Funds entering & exiting
New fund appearances (ENTERED) and disappearances (EXITED) on the QoQ 13F tape — all filers vs hedge-style* only. Counts are status rows from the QoQ join across the full Form 13F filer set for this CUSIP/ticker — not live flow.
Key Q2 2026 movers (by |Δ reported value|)
The largest absolute dollar increase is VAN ECK ASSOCIATES CORP (status DECREASED, Δ about $1.29B) — accession 0000869178-26-000093. On the downside, the largest absolute dollar decrease is FIL Ltd (DECREASED, Δ about -$353.09M).
Classic 13F reminder: VAN ECK ASSOCIATES CORP cut shares (105,232,185 → 54,855,608) but still shows a higher reported value ($3.21M → $1.30B) — share cuts and dollar increases can sit in the same row when the filing-period price jumps.
Largest Q2 2026 ENTERED names by reported value include: VANGUARD CAPITAL MANAGEMENT LLC ($789.86M), ARROWSTREET CAPITAL, LIMITED PA… ($697.85M), NORGES BANK ($313.89M), VANGUARD FIDUCIARY TRUST CO ($251.04M), Vanguard Global Advisers, LLC ($121.08M).
Largest EXITED names by prior reported value include: Amundi (prior $194.10M), Andra AP-fonden (prior $33.55M), Zurich Insurance Group Ltd/FI (prior $26.57M), MARSHALL WACE, LLP (prior $12.09M), LOUISBOURG INVESTMENTS INC. (prior $5.98M).
Top QoQ activity rows (by |Δ value|)
Showing 50 of 738 QoQ manager rows — sorted by absolute change in reported value.
| Manager | Status | Shares Q1 | Shares Q2 | Value Q1 | Value Q2 | Δ Value | SEC |
|---|---|---|---|---|---|---|---|
| VAN ECK ASSOCIATES CORP | DECREASED | 105,232,185 | 54,855,608 | $3.21M | $1.30B | $1.29B | SEC |
| VANGUARD CAPITAL MANAGEMENT LLC | ENTERED | — | 33,359,590 | — | $789.86M | $789.86M | SEC |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ENTERED | — | 29,515,179 | — | $697.85M | $697.85M | SEC |
| FIL Ltd | DECREASED | 27,598,518 | 20,723,752 | $843.77M | $490.68M | -$353.09M | SEC |
| NORGES BANK | ENTERED | — | 13,274,824 | — | $313.89M | $313.89M | SEC |
| VANGUARD FIDUCIARY TRUST CO | ENTERED | — | 10,602,690 | — | $251.04M | $251.04M | SEC |
| FMR LLC | DECREASED | 12,314,116 | 7,130,430 | $376.36M | $168.71M | -$207.65M | SEC |
| Boston Partners | INCREASED | 34,849,647 | 36,038,587 | $1.11B | $899.76M | -$207.59M | SEC |
| ROYAL BANK OF CANADA | INCREASED | 32,091,420 | 32,981,828 | $979.43M | $779.03M | -$200.40M | SEC |
| RENAISSANCE TECHNOLOGIES LLC | DECREASED | 25,546,413 | 24,747,213 | $779.68M | $584.53M | -$195.15M | SEC |
| Amundi | EXITED | 6,359,840 | — | $194.10M | — | -$194.10M | SEC |
| SCHRODER INVESTMENT MANAGEMENT GROUP | DECREASED | 13,060,236 | 10,079,806 | $398.60M | $238.09M | -$160.51M | SEC |
| Artemis Investment Management LLP | DECREASED | 6,723,213 | 2,774,381 | $205.19M | $65.53M | -$139.66M | SEC |
| CIBC Asset Management Inc | DECREASED | 13,410,587 | 11,602,154 | $409.86M | $275.30M | -$134.55M | SEC |
| Vanguard Global Advisers, LLC | ENTERED | — | 5,113,822 | — | $121.08M | $121.08M | SEC |
| Legal & General Group Plc | DECREASED | 10,966,318 | 10,341,184 | $334.20M | $244.76M | -$89.44M | SEC |
| Man Group plc | INCREASED | 12,564,118 | 12,621,448 | $383.46M | $298.15M | -$85.30M | SEC |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | DECREASED | 10,014,321 | 9,435,939 | $305.89M | $222.97M | -$82.91M | SEC |
| CIBC WORLD MARKET INC. | DECREASED | 8,679,915 | 7,864,688 | $265.35M | $186.05M | -$79.30M | SEC |
| Invesco Ltd. | DECREASED | 8,662,992 | 7,973,971 | $264.39M | $188.35M | -$76.05M | SEC |
| AustralianSuper Pty Ltd | DECREASED | 7,625,374 | 7,022,910 | $233.17M | $166.12M | -$67.06M | SEC |
| First Eagle Investment Management, LLC | DECREASED | 7,140,993 | 6,414,993 | $217.94M | $151.52M | -$66.42M | SEC |
| DEUTSCHE BANK AG\ | DECREASED | 9,268,526 | 9,221,000 | $282.88M | $217.80M | -$65.08M | SEC |
| Connor, Clark & Lunn Investment Management Ltd. | INCREASED | 10,689,824 | 11,188,912 | $326.88M | $264.65M | -$62.22M | SEC |
| VANGUARD ASSET MANAGEMENT, Ltd | ENTERED | — | 2,356,916 | — | $55.80M | $55.80M | SEC |
| D. E. Shaw & Co., Inc. | INCREASED | 599,331 | 2,961,315 | $18.30M | $69.99M | $51.69M | SEC |
| CANADA PENSION PLAN INVESTMENT BOARD | INCREASED | 8,775,156 | 9,182,216 | $268.33M | $217.19M | -$51.14M | SEC |
| GEODE CAPITAL MANAGEMENT, LLC | INCREASED | 13,148,662 | 14,840,976 | $421.35M | $370.26M | -$51.08M | SEC |
| TWO SIGMA INVESTMENTS, LP | INCREASED | 1,393,890 | 3,932,718 | $42.54M | $92.89M | $50.35M | SEC |
| TORONTO DOMINION BANK | INCREASED | 3,484,938 | 6,631,151 | $106.56M | $156.85M | $50.29M | SEC |
| AMERICAN CENTURY COMPANIES INC | DECREASED | 5,504,607 | 5,020,395 | $168.11M | $118.69M | -$49.42M | SEC |
| WELLINGTON MANAGEMENT GROUP LLP | DECREASED | 2,206,156 | 805,999 | $67.30M | $19.07M | -$48.22M | SEC |
| BANK OF MONTREAL /CAN/ | INCREASED | 12,738,273 | 14,468,801 | $389.52M | $342.24M | -$47.28M | SEC |
| DIMENSIONAL FUND ADVISORS LP | DECREASED | 6,611,629 | 6,610,297 | $201.69M | $156.14M | -$45.55M | SEC |
| 1832 Asset Management L.P. | INCREASED | 12,454,068 | 14,292,788 | $380.10M | $337.60M | -$42.50M | SEC |
| MORGAN STANLEY | INCREASED | 11,405,228 | 12,981,858 | $348.09M | $306.63M | -$41.46M | SEC |
| BANK OF AMERICA CORP /DE/ | INCREASED | 9,716,050 | 10,822,887 | $296.53M | $255.64M | -$40.90M | SEC |
| TD Asset Management Inc | INCREASED | 6,388,247 | 6,587,926 | $194.68M | $155.93M | -$38.76M | SEC |
| AMERIPRISE FINANCIAL INC | DECREASED | 2,241,487 | 1,569,759 | $86.51M | $47.87M | -$38.64M | SEC |
| Qube Research & Technologies Ltd | INCREASED | 791,853 | 2,646,128 | $24.17M | $62.51M | $38.34M | SEC |
| Ninety One UK Ltd | INCREASED | 893,980 | 2,742,065 | $27.24M | $64.86M | $37.62M | SEC |
| CITADEL ADVISORS LLC | INCREASED | 221,550 | 1,874,963 | $6.76M | $44.29M | $37.52M | SEC |
| INTACT INVESTMENT MANAGEMENT INC. | DECREASED | 1,576,089 | 519,589 | $48.17M | $12.30M | -$35.87M | SEC |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | INCREASED | 4,889,216 | 5,199,404 | $185.48M | $150.90M | -$34.57M | SEC |
| MACKENZIE FINANCIAL CORP | DECREASED | 15,373,355 | 12,985,119 | $469.94M | $436.04M | -$33.90M | SEC |
| Andra AP-fonden | EXITED | 788,972 | — | $33.55M | — | -$33.55M | SEC |
| Swiss National Bank | DECREASED | 4,063,218 | 3,870,618 | $124.04M | $91.38M | -$32.66M | SEC |
| Cape Ann Asset Management Ltd | DECREASED | 3,771,084 | 3,510,314 | $115.09M | $82.91M | -$32.18M | SEC |
| BARCLAYS PLC | INCREASED | 1,159,436 | 2,812,647 | $35.39M | $66.43M | $31.05M | SEC |
| TD Waterhouse Canada Inc. | DECREASED | 1,389,617 | 638,589 | $44.24M | $15.00M | -$29.24M | SEC |
Company AI overview — Kinross Gold Corporation
Kinross Gold Corporation is a senior gold producer headquartered in Toronto. Common shares trade on the NYSE as KGC (and on the TSX). Corporate office: 25 York Street, 17th Floor, Toronto, Ontario M5J 2V5, Canada. Sources: kinross.com; News & Investors; SEC CIK 0000701818.
Short history / footprint. Kinross operates and develops gold mines across multiple jurisdictions. Company materials emphasize a portfolio of operating mines and development projects with a stated focus on free cash flow, margins, and responsible mining.
Business model & revenue streams. Revenue is primarily gold (and related by-product) sales from owned mines. Costs, grades, FX, and realized gold prices drive quarter-to-quarter results more than “software-like” recurring revenue.
Competition. Other senior and intermediate gold producers compete for reserves, labor, permits, and investor capital. Relative costs (AISC), jurisdictional risk, and reserve life are the usual peer scorecard.
Moat (humble take). Long-life reserves and operating scale can be advantages — still hostage to gold price, geopolitics, and mine execution.
Challenges & opportunities. Challenges include cost inflation, permitting, and country risk. Opportunities track higher gold prices, project delivery, and capital returns where the board authorizes them.
Recent update (company). Use Kinross IR releases and SEDAR+/EDGAR filings for production, cost, and guidance updates. The TradingView financials widget above is a structured snapshot — confirm figures against the issuer.
Q2 2026 accession sample (largest holders)
SEC index links for accessions tied to the largest Q2 2026 reported positions. Filing dates live on each EDGAR index page.
| Accession | Manager | CIK | Type |
|---|---|---|---|
| 0000869178-26-000093 | VAN ECK ASSOCIATES CORP | 869178 | 13F-HR |
| 0001386060-26-000035 | Boston Partners | 1386060 | 13F-HR |
| 0002100119-26-001527 | VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | 13F-HR |
| 0001140361-26-033080 | ROYAL BANK OF CANADA | 1000275 | 13F-HR |
| 0001164508-26-000035 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1164508 | 13F-HR |
| 0001037389-26-000059 | RENAISSANCE TECHNOLOGIES LLC | 1037389 | 13F-HR |
| 0000318989-26-000150 | FIL Ltd | 318989 | 13F-HR |
| 0001062993-26-004254 | MACKENZIE FINANCIAL CORP | 919859 | 13F-HR |
| 0001214717-26-000008 | GEODE CAPITAL MANAGEMENT, LLC | 1214717 | 13F-HR |
| 0000927971-26-000090 | BANK OF MONTREAL /CAN/ | 927971 | 13F-HR |
| 0001062993-26-004300 | 1832 Asset Management L.P. | 944388 | 13F-HR |
| 0001374170-26-000069 | NORGES BANK | 1374170 | 13F-HR |
| 0000895421-26-000243 | MORGAN STANLEY | 895421 | 13F-HR |
| 0001637460-26-000003 | Man Group plc | 1637460 | 13F-HR |
| 0001172661-26-003011 | CIBC Asset Management Inc | 1021926 | 13F-HR |
Sources & provenance
- Company site: https://www.kinross.com/
- Investor relations: https://www.kinross.com/news-and-investors/default.aspx
- About / overview: https://www.kinross.com/about/default.aspx
- Form 13F holdings for period of report 2026-06-30 and 2026-03-31 — individual SEC accession index links in the tables above (EDGAR pattern
https://www.sec.gov/Archives/edgar/data/{cik_from_accession}/{accession_nodash}/{accession}-index.htm). - QuantyFight stock page: https://quantyfight.com/stocks/KGC
- Market-cap context on this page ≈ $34.5B from holdings metadata (rounded).