171 tracked 13F filers disclose a position in MBWM as of the latest SEC 13F filings, a combined $492.0M 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 | BlackRock, Inc. | $70.1M | 1.4M | ▼−3.5% Reduced · −50K sh | Q1 2026 | |
| 2 | DIMENSIONAL FUND ADVISORS LP | $52.2M | 1.0M | ▲+0.1% Added · +1K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $35.6M | 704K | →First observed position No prior filed position | Q1 2026 | |
| 4 | AMERICAN CENTURY COMPANIES INC | $28.4M | 561K | ▲+8.4% Added · +44K sh | Q1 2026 | |
| 5 | STATE STREET CORP | $25.4M | 502K | ▲+12% Added · +55K sh | Q1 2026 | |
| 6 | RENAISSANCE TECHNOLOGIES LLC | $23.8M | 472K | ▼−4.8% Reduced · −24K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $22.0M | 435K | ▲+8.0% Added · +32K sh | Q1 2026 | |
| 8 | NORTH STAR ASSET MANAGEMENT INC | $19.4M | 383K | ▲+2.3% Added · +9K sh | Q1 2026 | |
| 9 | VANGUARD PORTFOLIO MANAGEMENT LLC | $13.9M | 275K | →First observed position No prior filed position | Q1 2026 | |
| 10 | NORTHERN TRUST CORP | $11.7M | 233K | ▲+39% Added · +66K sh | Q1 2026 | |
| 11 | Tributary Capital Management, LLC | $12.5M | 218K | ▼−2.9% Reduced · −6K sh | Q2 2026 | |
| 12 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $9.7M | 191K | ▼−5.7% Reduced · −11K sh | Q1 2026 | |
| 13 | TWO SIGMA INVESTMENTS, LP | $9.2M | 182K | ▲+51% Added · +61K sh | Q1 2026 | |
| 14 | JPMORGAN CHASE & CO | $7.4M | 149K | ▼−24% Reduced · −46K sh | Q1 2026 | |
| 15 | AQR CAPITAL MANAGEMENT LLC | $7.4M | 147K | ▼−8.1% Reduced · −13K sh | Q1 2026 | |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $7.1M | 140K | ▲+5.4% Added · +7K sh | Q1 2026 | |
| 17 | MERCER GLOBAL ADVISORS INC /ADV | $6.5M | 129K | ▲+18% Added · +20K sh | Q1 2026 | |
| 18 | MORGAN STANLEY | $6.4M | 127K | ▼−20% Reduced · −32K sh | Q1 2026 | |
| 19 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $6.4M | 126K | ▲+5.1% Added · +6K sh | Q1 2026 | |
| 20 | ProShare Advisors LLC | $6.3M | 126K | ▼−3.4% Reduced · −4K sh | Q1 2026 | |
| 21 | GOLDMAN SACHS GROUP INC | $5.7M | 113K | ▼−16% Reduced · −21K sh | Q1 2026 | |
| 22 | VANGUARD FIDUCIARY TRUST CO | $5.6M | 110K | →First observed position No prior filed position | Q1 2026 | |
| 23 | Bank of New York Mellon Corp | $4.7M | 93K | ▼−0.2% Reduced · −182 sh | Q1 2026 | |
| 24 | Empowered Funds, LLC | $4.0M | 79K | ▲New +79K sh | Q1 2026 | |
| 25 | jvl associates llc | $3.9M | 67K | ▲+2.6% Added · +2K sh | Q2 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, 3 funds opened a new position in MBWM and 16 added to an existing one, while 16 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 | 58 funds | $31.4B |
| WELLS FARGO & COWFC | 58 funds | $2.9B |
| NVIDIA CORPNVDA | 57 funds | $45.3B |
| APPLE INCAAPL | 57 funds | $37.9B |
| AMAZON.COM INCAMZN | 57 funds | $22.1B |
| ALPHABET INC-CL AGOOGL | 57 funds | $20.2B |
| BROADCOM INCAVGO | 57 funds | $16.6B |
| META PLATFORMS INC-CLASS AMETA | 57 funds | $13.5B |
| JPMORGAN CHASE & COJPM | 57 funds | $10.3B |
| ELI LILLY & COLLY | 57 funds | $8.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 57 funds | $7.3B |
| MASTERCARD INC - AMA | 57 funds | $5.8B |
Ranked by how many of MBWM's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Nov 13, 2025 | PRICE MICHAEL H | Director | Sell (S) | 3K | $145K |
| Nov 13, 2025 | PRICE MICHAEL H | Director | Sell (S) | 1K | $65K |
| Oct 31, 2025 | Sanchez Nelson F | Director | Buy (P) | 1K | $44K |
| Aug 18, 2025 | RAMAKER DAVID B | Director | Buy (P) | 2K | $70K |
| Jul 29, 2025 | Williams Shoran R | Director | Buy (P) | 200 | $9K |
| May 2, 2025 | KAMINSKI ROBERT B | Director | Sell (S) | 250 | $11K |
| Apr 2, 2025 | KAMINSKI ROBERT B | Director | Sell (S) | 250 | $11K |
| Mar 3, 2025 | KAMINSKI ROBERT B | Director | Sell (S) | 250 | $12K |
| Feb 26, 2025 | Sanchez Nelson F | Director | Sell (S) | 100 | $5K |
| Feb 26, 2025 | Sanchez Nelson F | Director | Buy (P) | 212 | $10K |
| Feb 20, 2025 | Sanchez Nelson F | Director | Buy (P) | 200 | $10K |
| Feb 20, 2025 | Sanchez Nelson F | Director | Buy (P) | 193 | $9K |
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/MBWM/capital-change-brief"
Use Arkolith's capital_change_brief for MBWM. 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 MBWM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.