Among active 13F managers last quarter, 6 opened and 20 added, while 6 reduced; the largest holder to move was American Century Companies Inc (+15%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
104 tracked 13F filers disclose a position in MCBS as of the latest SEC 13F filings, a combined $246.2M 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. | 1.8M | $65.1M | ▲+21% Added · +309K sh | Q2 2026 | |
| 2 | Vanguard Capital Management LLC | 956K | $34.3M | ▲+8.8% Added · +77K sh | Q2 2026 | |
| 3 | American Century Companies Inc | 625K | $17.9M | ▲+15% Added · +81K sh | Q1 2026 | |
| 4 | Geode Capital Management, LLC | 595K | $21.4M | ▲+15% Added · +77K sh | Q2 2026 | |
| 5 | State Street Corp | 510K | $18.3M | ▲+7.5% Added · +36K sh | Q2 2026 | |
| 6 | Dimensional Fund Advisors LP | 499K | $14.3M | ▲+4.5% Added · +22K sh | Q1 2026 | |
| 7 | Manufacturers Life Insurance Company, The | 221K | $6.3M | ▲+6.1% Added · +13K sh | Q1 2026 | |
| 8 | Northern Trust Corp | 210K | $6.0M | ▲+14% Added · +25K sh | Q1 2026 | |
| 9 | Charles Schwab Investment Management Inc | 178K | $5.1M | ▲+16% Added · +25K sh | Q1 2026 | |
| 10 | Vanguard Portfolio Management LLC | 160K | $5.7M | ▲+23% Added · +30K sh | Q2 2026 | |
| 11 | Goldman Sachs Group Inc | 160K | $4.6M | ▲+135% Added · +92K sh | Q1 2026 | |
| 12 | Vanguard Fiduciary Trust Co | 148K | $5.3M | ▲+9.2% Added · +12K sh | Q2 2026 | |
| 13 | Morgan Stanley | 125K | $3.6M | ▲+25% Added · +25K sh | Q1 2026 | |
| 14 | Bank of New York Mellon Corp | 119K | $3.4M | ▼−0.2% Reduced · −234 sh | Q1 2026 | |
| 15 | HoldCo Asset Management, LP | 101K | $3.6M | —Held | Q2 2026 | |
| 16 | De Lisle Partners LLP | 84K | $3.0M | —Held | Q2 2026 | |
| 17 | Creative Planning | 72K | $2.1M | ▲+108% Added · +37K sh | Q1 2026 | |
| 18 | Osaic Holdings, Inc. | 59K | $1.7M | ▲+0.8% Added · +500 sh | Q1 2026 | |
| 19 | Nuveen, LLC | 57K | $1.6M | ▼−2.4% Reduced · −1K sh | Q1 2026 | |
| 20 | Cape Investment Advisory, Inc. | 56K | $2.0M | ▼−5.8% Reduced · −3K sh | Q2 2026 | |
| 21 | Two Sigma Investments, LP | 44K | $1.3M | ▲+383% Added · +35K sh | Q1 2026 | |
| 22 | Swiss National Bank | 43K | $1.2M | ▲+6.5% Added · +3K sh | Q1 2026 | |
| 23 | Renaissance Technologies LLC | 40K | $1.1M | ▲New +40K sh | Q1 2026 | |
| 24 | UBS Group AG | 29K | $817K | ▲+327% Added · +22K sh | Q1 2026 | |
| 25 | UBS AM, a distinct business unit of UBS Asset Management Americas LLC | 26K | $739K | ▲+1.6% Added · +420 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 MCBS and 20 added to an existing one, while 6 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 | 47 funds | $108.5B |
| Alphabet Inc-CL AGOOGL | 47 funds | $76.2B |
| Nvidia CorpNVDA | 46 funds | $187.6B |
| Amazon.com IncAMZN | 46 funds | $81.3B |
| JPMorgan Chase & CoJPM | 46 funds | $26.3B |
| Walmart IncWMT | 46 funds | $13.2B |
| Chevron CorpCVX | 46 funds | $9.8B |
| Apple IncAAPL | 45 funds | $131.8B |
| Broadcom IncAVGO | 45 funds | $74.5B |
| Meta Platforms Inc-Class AMETA | 45 funds | $48.7B |
| Tesla IncTSLA | 45 funds | $32.4B |
| Mastercard Inc - AMA | 45 funds | $24.8B |
Ranked by how many of MCBS's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in MCBS.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Nov 25, 2024 | Tan Farid | President, Director | Sell (S) | 6K | $213K |
| Nov 13, 2024 | Tan Farid | President, Director | Sell (S) | 749 | $27K |
| Nov 12, 2024 | Tan Farid | President, Director | Sell (S) | 400 | $14K |
| Nov 11, 2024 | Tan Farid | President, Director | Sell (S) | 2K | $66K |
| Nov 7, 2024 | Patel Ajit A. | Director | Sell (S) | 5K | $166K |
| Nov 6, 2024 | Tan Farid | President, Director | Sell (S) 3 lots, same day | 21K | $710K |
| Aug 22, 2024 | Shim Sam Sang-Koo | Director | Sell (S) | 46K | $1.3M |
| Aug 20, 2024 | Shim Sam Sang-Koo | Director | Sell (S) | 10K | $283K |
| Aug 19, 2024 | Shim Sam Sang-Koo | Director | Sell (S) | 27K | $760K |
| Aug 1, 2024 | Shim Sam Sang-Koo | Director | Sell (S) 2 lots, same day | 11K | $340K |
| Jul 30, 2024 | Tan Farid | President, Director | Sell (S) | 9K | $288K |
| Jul 29, 2024 | Tan Farid | President, Director | Sell (S) | 502 | $16K |
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 | 16 | – |
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 MCBS
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/MCBS/capital-change-brief"
Use Arkolith's capital_change_brief for MCBS. 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 MCBS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.