Among active 13F managers last quarter, 6 opened and 17 added, while 14 reduced; the largest holder to move was American Century Companies Inc (+8.4%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
190 tracked 13F filers disclose a position in MBWM as of the latest SEC 13F filings, a combined $564.8M 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. | 1.5M | $88.1M | ▲+10% Added · +146K sh | Q2 2026 | |
| 2 | Dimensional Fund Advisors LP | 1.0M | $52.2M | ▲+0.1% Added · +1K sh | Q1 2026 | |
| 3 | Vanguard Capital Management LLC | 736K | $42.2M | ▲+4.4% Added · +31K sh | Q2 2026 | |
| 4 | State Street Corp | 599K | $34.4M | ▲+19% Added · +96K sh | Q2 2026 | |
| 5 | American Century Companies Inc | 561K | $28.4M | ▲+8.4% Added · +44K sh | Q1 2026 | |
| 6 | Renaissance Technologies LLC | 472K | $23.8M | ▼−4.8% Reduced · −24K sh | Q1 2026 | |
| 7 | Geode Capital Management, LLC | 466K | $26.8M | ▲+7.2% Added · +31K sh | Q2 2026 | |
| 8 | North Star Asset Management Inc | 383K | $19.4M | ▲+2.3% Added · +9K sh | Q1 2026 | |
| 9 | Vanguard Portfolio Management LLC | 290K | $16.7M | ▲+5.4% Added · +15K sh | Q2 2026 | |
| 10 | Northern Trust Corp | 233K | $11.7M | ▲+39% Added · +66K sh | Q1 2026 | |
| 11 | Tributary Capital Management, LLC | 218K | $12.5M | ▼−2.9% Reduced · −6K sh | Q2 2026 | |
| 12 | Hotchkis & Wiley Capital Management LLC | 193K | $11.1M | ▲+0.7% Added · +1K sh | Q2 2026 | |
| 13 | Two Sigma Investments, LP | 182K | $9.2M | ▲+51% Added · +61K sh | Q1 2026 | |
| 14 | JPMorgan Chase & Co | 149K | $7.4M | ▼−24% Reduced · −46K sh | Q1 2026 | |
| 15 | AQR Capital Management LLC | 147K | $7.4M | ▼−8.1% Reduced · −13K sh | Q1 2026 | |
| 16 | Charles Schwab Investment Management Inc | 140K | $7.1M | ▲+5.4% Added · +7K sh | Q1 2026 | |
| 17 | Mercer Global Advisors Inc | 129K | $6.5M | ▲+18% Added · +20K sh | Q1 2026 | |
| 18 | Morgan Stanley | 127K | $6.4M | ▼−20% Reduced · −32K sh | Q1 2026 | |
| 19 | ProShare Advisors LLC | 126K | $6.3M | ▼−3.4% Reduced · −4K sh | Q1 2026 | |
| 20 | Vanguard Fiduciary Trust Co | 113K | $6.5M | ▲+2.2% Added · +2K sh | Q2 2026 | |
| 21 | Goldman Sachs Group Inc | 113K | $5.7M | ▼−16% Reduced · −21K sh | Q1 2026 | |
| 22 | Rhino Investment Partners, Inc | 94K | $5.4M | ▲New +94K sh | Q2 2026 | |
| 23 | Citadel Advisors LLC | 93K | $5.3M | ▲+222% Added · +64K sh | Q2 2026 | |
| 24 | Bank of New York Mellon Corp | 93K | $4.7M | ▼−0.2% Reduced · −182 sh | Q1 2026 | |
| 25 | Siena Capital Partners GP, LLC | 84K | $4.8M | —Held | 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, 6 funds opened a new position in MBWM and 17 added to an existing one, while 14 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 | 90 funds | $163.2B |
| JPMorgan Chase & CoJPM | 88 funds | $37.3B |
| Apple IncAAPL | 87 funds | $183.8B |
| Amazon.com IncAMZN | 87 funds | $126.0B |
| Nvidia CorpNVDA | 86 funds | $256.7B |
| Alphabet Inc-CL AGOOGL | 86 funds | $109.0B |
| Meta Platforms Inc-Class AMETA | 85 funds | $66.2B |
| Broadcom IncAVGO | 82 funds | $107.8B |
| Eli Lilly & CoLLY | 82 funds | $55.0B |
| Berkshire Hathaway Inc-CL BBRK/B | 82 funds | $21.4B |
| Tesla IncTSLA | 81 funds | $40.0B |
| Visa Inc-Class A SharesV | 81 funds | $38.2B |
Ranked by how many of MBWM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in MBWM.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Nov 13, 2025 | Price Michael H | Director | Sell (S) 2 lots, same day | 5K | $210K |
| 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 | Buy (P) | 212 | $10K |
| Feb 26, 2025 | Sanchez Nelson F | Director | Sell (S) | 100 | $5K |
| Feb 20, 2025 | Sanchez Nelson F | Director | Buy (P) 2 lots, same day | 393 | $19K |
| Feb 19, 2025 | MacDonald Richard D | Director | Buy (P) | 511 | $25K |
| Feb 19, 2025 | Sanchez Nelson F | Director | Buy (P) | 191 | $9K |
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 | 44 | 33 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
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 MBWM
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.