Among active 13F managers last quarter, 12 opened and 30 added, while 13 reduced; the largest holder to move was Pzena Investment Management LLC (+302%). Over the last 180 days, 3 insiders sold and 4 insiders bought, a net -$158K in open-market trades.
The legs disagree, or only one of them leans.
312 tracked 13F filers disclose a position in MBC as of the latest SEC 13F filings, a combined $1.7B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 19.4M | $160.8M | ▼~0% Reduced · −9K sh | Q1 2026 | |
| 2 | Pzena Investment Management LLC | 15.3M | $157.7M | ▲+302% Added · +11.5M sh | Q2 2026 | |
| 3 | Gates Capital Management, Inc. | 13.2M | $135.7M | ▲+27% Added · +2.8M sh | Q2 2026 | |
| 4 | Coliseum Capital Management, LLC | 12.7M | $105.5M | ▲+18% Added · +1.9M sh | Q1 2026 | |
| 5 | Redwood Capital Management, LLC | 9.8M | $101.1M | ▲+664% Added · +8.5M sh | Q2 2026 | |
| 6 | State Street Corp | 8.2M | $84.3M | ▲+68% Added · +3.3M sh | Q2 2026 | |
| 7 | Dimensional Fund Advisors LP | 7.0M | $58.3M | ▲+6.8% Added · +447K sh | Q1 2026 | |
| 8 | Boston Partners | 6.7M | $55.9M | ▼−23% Reduced · −2.0M sh | Q1 2026 | |
| 9 | Pertento Partners LLP | 6.0M | $61.4M | ▲+20% Added · +1.0M sh | Q2 2026 | |
| 10 | Vanguard Capital Management LLC | 5.7M | $47.6M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 11 | Geode Capital Management, LLC | 5.1M | $52.8M | ▲+66% Added · +2.0M sh | Q2 2026 | |
| 12 | Sixth Street Partners Management Company, L.P. | 4.9M | $50.5M | —Held | Q2 2026 | |
| 13 | Diameter Capital Partners LP | 4.8M | $49.2M | ▲+209% Added · +3.2M sh | Q2 2026 | |
| 14 | Paradigm Capital Management Inc | 4.6M | $47.5M | ▲+327% Added · +3.5M sh | Q2 2026 | |
| 15 | FMR LLC | 4.3M | $36.1M | ▲+17% Added · +620K sh | Q1 2026 | |
| 16 | ACK Asset Management LLC | 3.7M | $38.1M | —Held | Q2 2026 | |
| 17 | Cooke & Bieler LP | 3.6M | $29.9M | ▲+27% Added · +764K sh | Q1 2026 | |
| 18 | UBS AM, a distinct business unit of UBS Asset Management Americas LLC | 3.1M | $26.0M | ▲+0.3% Added · +10K sh | Q1 2026 | |
| 19 | Goldman Sachs Group Inc | 3.1M | $25.5M | ▲+17% Added · +446K sh | Q1 2026 | |
| 20 | Charles Schwab Investment Management Inc | 2.5M | $21.1M | ▲+1.2% Added · +31K sh | Q1 2026 | |
| 21 | Vanguard Portfolio Management LLC | 2.5M | $20.4M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 22 | Monarch Alternative Capital LP | 2.0M | $16.6M | ▲New +2.0M sh | Q1 2026 | |
| 23 | Renaissance Technologies LLC | 1.8M | $14.6M | ▼−23% Reduced · −520K sh | Q1 2026 | |
| 24 | Decagon Asset Management LLP | 1.5M | $12.9M | ▲+103% Added · +784K sh | Q1 2026 | |
| 25 | Northern Trust Corp | 1.4M | $11.3M | ▼−0.4% Reduced · −5K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 12 funds opened a new position in MBC and 30 added to an existing one, while 13 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 156 funds | $202.5B |
| Alphabet Inc-CL AGOOGL | 155 funds | $118.6B |
| Nvidia CorpNVDA | 154 funds | $307.5B |
| Amazon.com IncAMZN | 152 funds | $150.4B |
| Apple IncAAPL | 150 funds | $227.2B |
| Meta Platforms Inc-Class AMETA | 150 funds | $87.8B |
| Eli Lilly & CoLLY | 149 funds | $61.0B |
| Bank Of America CorpBAC | 148 funds | $26.2B |
| Broadcom IncAVGO | 147 funds | $121.8B |
| JPMorgan Chase & CoJPM | 147 funds | $47.4B |
| Salesforce IncCRM | 147 funds | $10.3B |
| Berkshire Hathaway Inc-CL BBRK/B | 146 funds | $29.4B |
Ranked by how many of MBC's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in MBC.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 25, 2026 | Young Mark A. | VP, Chief Accounting Officer | Sell (S) 2 lots, same day | 6K | $55K |
| Aug 11, 2026 | Wanninger Kurt | EVP & Chief Operations Officer | Sell (S) | 50K | $461K |
| Jun 11, 2026 | Fracassa Philip D. | Director | Buy (P) | 5K | $46K |
| Jun 10, 2026 | Kendrick Bruce Alan | EVP & Chief HR Officer | Sell (S) | 26K | $237K |
| Jun 8, 2026 | Petratis David D | Director | Buy (P) | 12K | $102K |
| Jun 4, 2026 | Simon Andrea Helen | EVP & CFO | Buy (P) | 5K | $43K |
| Jun 1, 2026 | Young Mark A. | VP, Chief Accounting Officer | Sell (S) | 12K | $101K |
| Jun 1, 2026 | Banyard R David | CEO & President, Director | Buy (P) | 60K | $506K |
| Feb 28, 2025 | Crisci Robert | Director | Buy (P) | 20K | $282K |
| Feb 24, 2025 | Chugg Juliana L | Director | Buy (P) | 7K | $99K |
| Sep 13, 2024 | Young Mark A. | VP, Chief Accounting Officer | Sell (S) | 5K | $77K |
| Sep 11, 2024 | Hackett Ann F | Director | Sell (S) | 18K | $281K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 50 | 27 | – |
Insiders Form 4 open-market | 4 | 3 | -$158K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for MBC
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/MBC/capital-change-brief"
Use Arkolith's capital_change_brief for MBC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for MBC. Filings are public domain, sourced to SEC EDGAR.