142 tracked 13F filers disclose a position in MLR as of the latest SEC 13F filings, a combined $448.1M 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 | FMR LLC | $60.5M | 1.3M | ▲+1.7% Added · +22K sh | Q1 2026 | |
| 2 | Neuberger Berman Group LLC | $49.8M | 1.1M | ▲+1.5% Added · +16K sh | Q1 2026 | |
| 3 | BlackRock, Inc. | $36.8M | 808K | ▼−8.2% Reduced · −72K sh | Q1 2026 | |
| 4 | DIMENSIONAL FUND ADVISORS LP | $31.4M | 689K | ▼−1.3% Reduced · −9K sh | Q1 2026 | |
| 5 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $23.7M | 521K | ▼−5.7% Reduced · −31K sh | Q1 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $22.6M | 496K | →First observed position No prior filed position | Q1 2026 | |
| 7 | SYSTEMATIC FINANCIAL MANAGEMENT LP | $20.3M | 446K | ▲+1.3% Added · +6K sh | Q1 2026 | |
| 8 | GOLDMAN SACHS GROUP INC | $14.3M | 314K | ▲+4.9% Added · +15K sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $14.8M | 289K | ▲+5.0% Added · +14K sh | Q2 2026 | |
| 10 | STATE STREET CORP | $12.9M | 251K | ▲+8.7% Added · +20K sh | Q2 2026 | |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $9.1M | 200K | ▼−2.5% Reduced · −5K sh | Q1 2026 | |
| 12 | MORGAN STANLEY | $8.6M | 188K | ▼−20% Reduced · −48K sh | Q1 2026 | |
| 13 | HEARTLAND ADVISORS INC | $7.7M | 150K | ▲+25% Added · +30K sh | Q2 2026 | |
| 14 | Pacific Ridge Capital Partners, LLC | $6.9M | 136K | ▼−0.8% Reduced · −1K sh | Q2 2026 | |
| 15 | Bank of New York Mellon Corp | $5.3M | 116K | ▲+3.9% Added · +4K sh | Q1 2026 | |
| 16 | Invenomic Capital Management LP | $5.2M | 115K | ▲+3.8% Added · +4K sh | Q1 2026 | |
| 17 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $5.0M | 110K | ▲+36% Added · +29K sh | Q1 2026 | |
| 18 | Azarias Capital Management, L.P. | $5.6M | 110K | ▼−0.5% Reduced · −500 sh | Q2 2026 | |
| 19 | Diversified Investment Strategies, LLC | $5.5M | 107K | ▼~0% Reduced · −50 sh | Q2 2026 | |
| 20 | Allspring Global Investments Holdings, LLC | $4.8M | 94K | ▲+2.0% Added · +2K sh | Q2 2026 | |
| 21 | NORTHERN TRUST CORP | $4.2M | 93K | ▲+5.3% Added · +5K sh | Q1 2026 | |
| 22 | Qube Research & Technologies Ltd | $4.0M | 87K | ▼−27% Reduced · −32K sh | Q1 2026 | |
| 23 | TWO SIGMA INVESTMENTS, LP | $3.9M | 85K | ▲+132% Added · +48K sh | Q1 2026 | |
| 24 | VANGUARD PORTFOLIO MANAGEMENT LLC | $3.5M | 77K | →First observed position No prior filed position | Q1 2026 | |
| 25 | CITADEL ADVISORS LLC | $3.5M | 76K | ▼−6.6% Reduced · −5K 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, 8 funds opened a new position in MLR and 23 added to an existing one, while 23 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 | 75 funds | $151.6B |
| JPMORGAN CHASE & COJPM | 72 funds | $36.4B |
| APPLE INCAAPL | 71 funds | $169.1B |
| CHEVRON CORPCVX | 70 funds | $16.6B |
| NVIDIA CORPNVDA | 68 funds | $220.5B |
| AMAZON.COM INCAMZN | 68 funds | $107.8B |
| META PLATFORMS INC-CLASS AMETA | 68 funds | $64.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 68 funds | $22.0B |
| ALPHABET INC-CL AGOOGL | 67 funds | $86.5B |
| BANK OF AMERICA CORPBAC | 67 funds | $19.8B |
| ALPHABET INC-CL CGOOG | 66 funds | $74.6B |
| JOHNSON & JOHNSONJNJ | 66 funds | $23.1B |
Ranked by how many of MLR's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 13, 2019 | BADGLEY JEFFREY I | Co-Chief Executive Officer | Sell (S) | 1K | $33K |
| Aug 12, 2019 | BADGLEY JEFFREY I | Co-Chief Executive Officer | Sell (S) | 1K | $38K |
| Aug 12, 2019 | Ashford Theodore H. III | Director | Sell (S) | 2K | $64K |
| Aug 9, 2019 | BADGLEY JEFFREY I | Co-Chief Executive Officer | Sell (S) | 8K | $254K |
| Aug 9, 2019 | Ashford Theodore H. III | Director | Sell (S) | 3K | $97K |
| Aug 9, 2019 | Ashford Theodore H. III | Director | Sell (S) | 3K | $97K |
| May 17, 2019 | CHANDLER A RUSSELL III | Director | Sell (S) | 8K | $242K |
| May 14, 2019 | CHANDLER A RUSSELL III | Director | Sell (S) | 91 | $3K |
| May 13, 2019 | CHANDLER A RUSSELL III | Director | Sell (S) | 8K | $250K |
| May 13, 2019 | CHANDLER A RUSSELL III | Director | Sell (S) | 5K | $156K |
| May 10, 2019 | ROBERTS RICHARD H | Director | Sell (S) | 2K | $50K |
| Aug 10, 2018 | BADGLEY JEFFREY I | Co-Chief Executive Officer | Sell (S) | 3K | $85K |
Connected entities for MLR
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/MLR/capital-change-brief"
Use Arkolith's capital_change_brief for MLR. 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 MLR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.