SCHEDULE: Vanguard Boosts Kyndryl Stake to 12.39%

The Vanguard Group reported a 12.39% beneficial ownership stake in Kyndryl Holdings Inc., holding 28,331,118 common shares as of December 31, 2025.

Summary

• The Vanguard Group holds 28,331,118 shares of Kyndryl Holdings Inc. Common Stock.
• This represents 12.39% of the class of securities.
• Vanguard has shared voting power over 1,821,813 shares.
• Vanguard has shared dispositive power over 28,331,118 shares.
• An internal realignment at The Vanguard Group, effective January 12, 2026, means subsidiaries will report beneficial ownership separately going forward.

Sentiment

Score: 7

Explanation: StockSavvy.ai views this as a moderately positive signal, as a significant and stable institutional holding by Vanguard typically implies a company's inclusion in major indices and a long-term investment horizon, which can provide stability to the stock.

Positives

• A significant institutional investor, The Vanguard Group, maintains a substantial 12.39% stake in Kyndryl Holdings Inc., indicating continued confidence in the company.

Negatives

• NA

Risks

• NA

Future Outlook

NA

Management Comments

• The securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under 240.14a-11.

Industry Context

StockSavvy.ai notes that a substantial stake by a major passive investment manager like The Vanguard Group often signals a company's inclusion in broad market indices, providing a stable base of institutional ownership. This can contribute to liquidity and investor confidence, as Vanguard's investment strategy is typically long-term and diversified. The internal realignment at Vanguard, effective January 12, 2026, suggests a shift in reporting structure where individual subsidiaries will disaggregate their beneficial ownership, which is an internal operational change for Vanguard rather than a reflection on Kyndryl's performance.

Stakeholder Impact

• Shareholders: The continued significant ownership by a major institutional investor like Vanguard can provide a degree of stability and confidence, potentially reducing volatility.
• Management: A large institutional holder typically implies a focus on long-term value creation and adherence to corporate governance best practices.

Next Steps

• The Vanguard Group anticipates that certain subsidiaries or business divisions will report beneficial ownership separately (on a disaggregated basis) from The Vanguard Group, Inc. in reliance on SEC Release No. 34-39538, following the internal realignment effective January 12, 2026.

Key Dates

Recommendation

The filing indicates a significant, stable institutional ownership by The Vanguard Group, which is generally a positive sign for long-term stability and inclusion in major indices. However, as a Schedule 13G, it does not provide new operational or financial performance data for Kyndryl Holdings Inc. that would warrant a change in investment thesis. Therefore, a "hold" recommendation is appropriate, maintaining existing positions based on the company's fundamentals, which are not detailed in this specific filing.

Keywords

Kyndryl Holdings Inc, Kyndryl, KNDL, Vanguard Group, institutional ownership, Schedule 13G, beneficial ownership, common stock, investment adviser