64 tracked 13F filers disclose a position in MSB as of the latest SEC 13F filings, a combined $177.8M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | HORIZON KINETICS ASSET MANAGEMENT LLC | $81.5M | 3.2M | ▲+2.5% Added · +78K sh | Q2 2026 | |
| 2 | VALUEWORKS LLC | $16.9M | 670K | ▲+3.6% Added · +23K sh | Q2 2026 | |
| 3 | CWA Asset Management Group, LLC | $13.1M | 519K | ▲+16% Added · +71K sh | Q2 2026 | |
| 4 | MAD RIVER INVESTORS | $8.2M | 324K | ▲+0.7% Added · +2K sh | Q2 2026 | |
| 5 | FIRST MANHATTAN CO. LLC. | $9.8M | 310K | ▲New +310K sh | Q1 2026 | |
| 6 | Advisory Services Network, LLC | $5.8M | 185K | ▲+1.7% Added · +3K sh | Q1 2026 | |
| 7 | Moors & Cabot, Inc. | $4.5M | 178K | ▼−1.5% Reduced · −3K sh | Q2 2026 | |
| 8 | BANK OF AMERICA CORP /DE/ | $5.6M | 178K | —Held | Q1 2026 | |
| 9 | EagleClaw Capital Managment, LLC | $4.3M | 171K | ▲+0.5% Added · +800 sh | Q2 2026 | |
| 10 | SEI INVESTMENTS CO | $5.3M | 168K | ▲+100% Added · +84K sh | Q1 2026 | |
| 11 | MORGAN STANLEY | $3.6M | 114K | ▲+4.9% Added · +5K sh | Q1 2026 | |
| 12 | Bank of New York Mellon Corp | $3.2M | 100K | ▲+7.8% Added · +7K sh | Q1 2026 | |
| 13 | Lido Advisors, LLC | $2.0M | 80K | ▲~0% Added · +1 sh | Q2 2026 | |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | $1.5M | 60K | ▲+3.7% Added · +2K sh | Q2 2026 | |
| 15 | ROYAL BANK OF CANADA | $1.6M | 51K | ▲+20% Added · +9K sh | Q1 2026 | |
| 16 | JPMORGAN CHASE & CO | $1.2M | 36K | ▼−1.8% Reduced · −660 sh | Q1 2026 | |
| 17 | LANARK FINANCIAL, INC. | $778K | 31K | —Held | Q2 2026 | |
| 18 | HighTower Advisors, LLC | $835K | 27K | ▼−1.2% Reduced · −327 sh | Q1 2026 | |
| 19 | Steward Partners Investment Advisory, LLC | $623K | 25K | ▲+1.6% Added · +378 sh | Q2 2026 | |
| 20 | UBS Group AG | $640K | 20K | ▼−11% Reduced · −2K sh | Q1 2026 | |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $599K | 19K | ▼−38% Reduced · −12K sh | Q1 2026 | |
| 22 | LPL Financial LLC | $588K | 19K | ▼−22% Reduced · −5K sh | Q1 2026 | |
| 23 | WELLS FARGO & COMPANY/MN | $567K | 18K | ▲+3.0% Added · +518 sh | Q1 2026 | |
| 24 | Russell Investments Group, Ltd. | $538K | 17K | ▲+0.2% Added · +35 sh | Q1 2026 | |
| 25 | Westmount Partners, LLC | $426K | 17K | —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, 3 funds opened a new position in MSB and 11 added to an existing one, while 3 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 |
|---|---|---|
| APPLE INCAAPL | 25 funds | $13.8B |
| AMAZON.COM INCAMZN | 25 funds | $12.0B |
| CISCO SYSTEMS INCCSCO | 24 funds | $2.1B |
| JOHNSON & JOHNSONJNJ | 24 funds | $1.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 24 funds | $1.1B |
| MICROSOFT CORPMSFT | 23 funds | $16.1B |
| NVIDIA CORPNVDA | 23 funds | $16.0B |
| ALPHABET INC-CL AGOOGL | 23 funds | $8.9B |
| ALPHABET INC-CL CGOOG | 23 funds | $8.3B |
| ELI LILLY & COLLY | 23 funds | $2.1B |
| JPMORGAN CHASE & COJPM | 23 funds | $1.6B |
| UNITEDHEALTH GROUP INCUNH | 23 funds | $1.6B |
Ranked by how many of MSB's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 11, 2019 | Radke Robin M. | Insider | Buy (P) | 498 | $15K |
| Oct 28, 2008 | Ehrenberg James A | Insider | Buy (P) | 500 | $6K |
| Oct 24, 2008 | Ehrenberg James A | Insider | Buy (P) | 500 | $7K |
| Oct 20, 2008 | Ehrenberg James A | Insider | Buy (P) | 500 | $8K |
| Jul 30, 2007 | Ehrenberg James A | Insider | Buy (P) | 300 | $6K |
| Jul 30, 2007 | Ehrenberg James A | Insider | Buy (P) | 700 | $13K |
| May 24, 2006 | Ehrenberg James A | Insider | Buy (P) | 300 | $5K |
| Apr 25, 2006 | Ehrenberg James A | Insider | Buy (P) | 200 | $5K |
Connected entities for MSB
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/MSB/capital-change-brief"
Use Arkolith's capital_change_brief for MSB. 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 MSB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.