| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $160.8M | 19.4M | ▼~0% Reduced · −9K sh | Q1 2026 | |
| 2 | Coliseum Capital Management, LLC | $105.5M | 12.7M | ▲+18% Added · +1.9M sh | Q1 2026 | |
| 3 | Gates Capital Management, Inc. | $86.0M | 10.3M | ▲+12% Added · +1.1M sh | Q1 2026 | |
| 4 | DIMENSIONAL FUND ADVISORS LP | $58.3M | 7.0M | ▲+6.8% Added · +447K sh | Q1 2026 | |
| 5 | Boston Partners | $55.9M | 6.7M | ▼−23% Reduced · −2.0M sh | Q1 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $47.6M | 5.7M | ▲New +5.7M sh | Q1 2026 | |
| 7 | Sixth Street Partners Management Company, L.P. | $40.8M | 4.9M | —Held | Q1 2026 | |
| 8 | STATE STREET CORP | $40.6M | 4.9M | ▼−1.3% Reduced · −66K sh | Q1 2026 | |
| 9 | FMR LLC | $36.1M | 4.3M | ▲+17% Added · +620K sh | Q1 2026 | |
| 10 | PZENA INVESTMENT MANAGEMENT LLC | $31.7M | 3.8M | ▲+0.7% Added · +28K sh | Q1 2026 | |
| 11 | ACK Asset Management LLC | $30.7M | 3.7M | ▲+61% Added · +1.4M sh | Q1 2026 | |
| 12 | COOKE & BIELER LP | $29.9M | 3.6M | ▲+27% Added · +764K sh | Q1 2026 | |
| 13 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $26.0M | 3.1M | ▲+0.3% Added · +10K sh | Q1 2026 | |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | $25.8M | 3.1M | ▲+2.9% Added · +88K sh | Q1 2026 | |
| 15 | GOLDMAN SACHS GROUP INC | $25.5M | 3.1M | ▲+17% Added · +446K sh | Q1 2026 | |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $21.1M | 2.5M | ▲+1.2% Added · +31K sh | Q1 2026 | |
| 17 | VANGUARD PORTFOLIO MANAGEMENT LLC | $20.4M | 2.5M | ▲New +2.5M sh | Q1 2026 | |
| 18 | Monarch Alternative Capital LP | $16.6M | 2.0M | ▲New +2.0M sh | Q1 2026 | |
| 19 | RENAISSANCE TECHNOLOGIES LLC | $14.6M | 1.8M | ▼−23% Reduced · −520K sh | Q1 2026 | |
| 20 | CANYON CAPITAL ADVISORS LLC | $14.1M | 1.7M | ▼−14% Reduced · −269K sh | Q1 2026 | |
| 21 | Decagon Asset Management LLP | $12.9M | 1.5M | ▲+103% Added · +784K sh | Q1 2026 | |
| 22 | Diameter Capital Partners LP | $12.8M | 1.5M | ▼−74% Reduced · −4.5M sh | Q1 2026 | |
| 23 | NORTHERN TRUST CORP | $11.3M | 1.4M | ▼−0.4% Reduced · −5K sh | Q1 2026 | |
| 24 | REDWOOD CAPITAL MANAGEMENT, LLC | $10.7M | 1.3M | ▲New +1.3M sh | Q1 2026 | |
| 25 | MORGAN STANLEY | $9.5M | 1.1M | ▼−18% Reduced · −258K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 94 funds | $39.7B |
| AMAZON.COM INCAMZN | 94 funds | $30.6B |
| ALPHABET INC-CL AGOOGL | 94 funds | $25.8B |
| ELI LILLY & COLLY | 94 funds | $10.6B |
| NVIDIA CORPNVDA | 93 funds | $59.9B |
| META PLATFORMS INC-CLASS AMETA | 93 funds | $18.0B |
| TESLA INCTSLA | 93 funds | $13.1B |
| MASTERCARD INC - AMA | 93 funds | $7.0B |
| PALANTIR TECHNOLOGIES INC-APLTR | 93 funds | $5.3B |
| APPLIED MATERIALS INCAMAT | 93 funds | $4.9B |
| BANK OF AMERICA CORPBAC | 93 funds | $4.4B |
| BROADCOM INCAVGO | 92 funds | $22.1B |
Ranked by how many of MBC's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 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 | Banyard R David | CEO & President, Director | Buy (P) | 60K | $506K |
| Jun 1, 2026 | Young Mark A. | VP, Chief Accounting Officer | Sell (S) | 12K | $101K |
| 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 |
| Sep 9, 2024 | HACKETT ANN F | Director | Sell (S) | 502 | $8K |
| Aug 9, 2024 | Crisci Robert | Director | Buy (P) | 20K | $308K |
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 + end-of-day price history + the live filing stream, joined for MBC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.