SG Americas Securities Boosts Kohl's Stake by Over 1,000%

The investment firm significantly increased its position in the department store retailer during Q4 2025.

Apr. 2, 2026 at 9:03am

Got story updates? Submit your updates here. ›

SG Americas Securities LLC grew its position in Kohl's Corporation (NYSE:KSS) by 1,176.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund now owns 247,883 shares of the company's stock, worth approximately $5.06 million.

Why it matters

This large increase in institutional ownership could signal growing investor confidence in Kohl's turnaround efforts, as the retailer works to adapt to changing consumer preferences and the shift to e-commerce. However, Kohl's still faces significant headwinds in the highly competitive department store sector.

The details

SG Americas Securities purchased an additional 228,456 shares of Kohl's stock during the fourth quarter, bringing its total position to 247,883 shares. This represents about 0.22% of Kohl's outstanding shares. The investment firm's increased stake comes as Kohl's has been working to revamp its merchandise mix, enhance its omnichannel capabilities, and streamline operations in an effort to drive sales and profitability.

  • SG Americas Securities filed its 13F report disclosing the increased Kohl's stake on April 2, 2026.
  • The firm's Q4 2025 trading activity that resulted in the Kohl's position boost occurred between October 1 and December 31, 2025.

The players

SG Americas Securities LLC

An investment management firm that provides a range of financial services, including equity research, sales and trading, and investment banking.

Kohl's Corporation

A leading American department store retailer that operates approximately 1,100 stores across 49 states, offering a combination of value-oriented pricing, private-label brands and national labels.

Got photos? Submit your photos here. ›

What’s next

Investors will be closely watching Kohl's upcoming earnings reports and guidance to see if the retailer's turnaround efforts are gaining traction. Any positive updates could further boost institutional and retail investor confidence in the stock.

The takeaway

Kohl's is working to adapt to the changing retail landscape, but the department store sector remains highly competitive. The significant increase in SG Americas Securities' stake suggests growing optimism about Kohl's ability to execute its transformation plan, though challenges persist.