164 tracked 13F filers disclose a position in MBIN as of the latest SEC 13F filings, a combined $2.0B 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Elser Financial Planning, Inc | $1.3B | 26.8M | ▼−0.6% Reduced · −174K sh | Q2 2026 | |
| 2 | BlackRock, Inc. | $173.8M | 4.1M | ▲+115% Added · +2.2M sh | Q1 2026 | |
| 3 | DIMENSIONAL FUND ADVISORS LP | $75.5M | 1.8M | ▲+6.2% Added · +102K sh | Q1 2026 | |
| 4 | STATE STREET CORP | $53.5M | 1.1M | ▲+3.1% Added · +32K sh | Q2 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $42.9M | 1.0M | →First observed position No prior filed position | Q1 2026 | |
| 6 | Doma Perpetual Capital Management LLC | $40.5M | 810K | ▼−27% Reduced · −306K sh | Q2 2026 | |
| 7 | AMERICAN CENTURY COMPANIES INC | $31.9M | 743K | ▲+9.9% Added · +67K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $37.0M | 740K | ▲+2.0% Added · +15K sh | Q2 2026 | |
| 9 | VANGUARD PORTFOLIO MANAGEMENT LLC | $19.9M | 465K | →First observed position No prior filed position | Q1 2026 | |
| 10 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $13.0M | 302K | ▼−23% Reduced · −89K sh | Q1 2026 | |
| 11 | MORGAN STANLEY | $12.8M | 298K | ▲+17% Added · +43K sh | Q1 2026 | |
| 12 | NORTHERN TRUST CORP | $12.3M | 287K | ▲+12% Added · +31K sh | Q1 2026 | |
| 13 | BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $11.7M | 274K | —Held | Q1 2026 | |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $10.6M | 248K | ▲+5.7% Added · +13K sh | Q1 2026 | |
| 15 | Bank of New York Mellon Corp | $10.1M | 236K | ▲+44% Added · +72K sh | Q1 2026 | |
| 16 | Valeo Financial Advisors, LLC | $11.3M | 227K | ▼−3.4% Reduced · −8K sh | Q2 2026 | |
| 17 | ROYAL BANK OF CANADA | $9.1M | 213K | ▲+3.3% Added · +7K sh | Q1 2026 | |
| 18 | VANGUARD FIDUCIARY TRUST CO | $7.8M | 182K | →First observed position No prior filed position | Q1 2026 | |
| 19 | DENALI ADVISORS LLC | $8.7M | 175K | ▼−10% Reduced · −20K sh | Q2 2026 | |
| 20 | PRINCIPAL FINANCIAL GROUP INC | $6.1M | 143K | ▲New +143K sh | Q1 2026 | |
| 21 | Ballast Asset Management, LP | $6.8M | 135K | ▼−1.0% Reduced · −1K sh | Q2 2026 | |
| 22 | GOLDMAN SACHS GROUP INC | $5.4M | 127K | ▼−22% Reduced · −36K sh | Q1 2026 | |
| 23 | FIRST TRUST ADVISORS LP | $5.0M | 116K | ▼−18% Reduced · −25K sh | Q1 2026 | |
| 24 | SEI INVESTMENTS CO | $4.7M | 109K | ▲+95% Added · +53K sh | Q1 2026 | |
| 25 | FRANKLIN RESOURCES INC | $4.6M | 108K | ▲+520% Added · +90K 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.
Last quarter, 6 funds opened a new position in MBIN and 12 added to an existing one, while 15 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 73 funds | $158.4B |
| NVIDIA CORPNVDA | 72 funds | $232.3B |
| APPLE INCAAPL | 72 funds | $173.0B |
| AMAZON.COM INCAMZN | 71 funds | $110.0B |
| META PLATFORMS INC-CLASS AMETA | 71 funds | $65.6B |
| JPMORGAN CHASE & COJPM | 71 funds | $35.2B |
| COSTCO WHOLESALE CORPCOST | 71 funds | $21.5B |
| BANK OF AMERICA CORPBAC | 71 funds | $17.8B |
| CHEVRON CORPCVX | 71 funds | $16.7B |
| BROADCOM INCAVGO | 70 funds | $94.7B |
| ALPHABET INC-CL AGOOGL | 70 funds | $86.2B |
| ELI LILLY & COLLY | 70 funds | $48.5B |
Ranked by how many of MBIN's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 30, 2026 | Petrie Michael F. | Chairman and CEO, Director, 10% Owner | Sell (S) | 9K | $497K |
| Jul 30, 2026 | Kaercher Julia L. | Director | Sell (S) | 9K | $497K |
| May 6, 2026 | Petrie Michael F. | Chairman and CEO, Director, 10% Owner | Sell (S) | 8K | $391K |
| May 5, 2026 | Petrie Michael F. | Chairman and CEO, Director, 10% Owner | Sell (S) | 11K | $500K |
| May 5, 2026 | Petrie Michael F. | Chairman and CEO, Director, 10% Owner | Sell (S) | 20K | $935K |
| Feb 26, 2026 | Petrie Michael F. | Chairman and CEO, Director, 10% Owner | Sell (S) | 15K | $661K |
| Feb 26, 2026 | Petrie Michael F. | Chairman and CEO, Director, 10% Owner | Sell (S) | 14K | $281K |
| Feb 25, 2026 | Petrie Michael F. | Chairman and CEO, Director, 10% Owner | Sell (S) | 377 | $8K |
| Feb 18, 2026 | Petrie Michael F. | Chairman and CEO, Director, 10% Owner | Sell (S) | 2K | $30K |
| Feb 17, 2026 | Petrie Michael F. | Chairman and CEO, Director, 10% Owner | Sell (S) | 100 | $2K |
| Feb 10, 2026 | Petrie Michael F. | Chairman and CEO, Director, 10% Owner | Sell (S) | 4K | $90K |
| Feb 10, 2026 | Schroeter Martin A | President-Warehouse Lending | Sell (S) | 6K | $253K |
| Class | 13F holders | Value held |
|---|---|---|
| MBINthis pagecs | 164 funds | $2.0B |
| 58844R884Preferred | 1 funds | $100K |
| 58844R850Preferred | 1 funds | $10K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for MBIN
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/MBIN/capital-change-brief"
Use Arkolith's capital_change_brief for MBIN. 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 MBIN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.