138 tracked 13F filers disclose a position in MSBI as of the latest SEC 13F filings, a combined $326.3M 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. | $63.7M | 2.9M | ▼−2.9% Reduced · −84K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $20.1M | 901K | →First observed position No prior filed position | Q1 2026 | |
| 3 | DIMENSIONAL FUND ADVISORS LP | $19.9M | 891K | ▼−15% Reduced · −160K sh | Q1 2026 | |
| 4 | Busey Bank | $16.9M | 759K | —Held | Q1 2026 | |
| 5 | STATE STREET CORP | $21.6M | 694K | ▼−9.4% Reduced · −72K sh | Q2 2026 | |
| 6 | AMERICAN CENTURY COMPANIES INC | $13.1M | 586K | ▼−2.1% Reduced · −12K sh | Q1 2026 | |
| 7 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $12.1M | 540K | ▲+45% Added · +169K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $16.7M | 537K | ▲+0.6% Added · +3K sh | Q2 2026 | |
| 9 | Patriot Financial Partners GP II, L.P. | $13.7M | 439K | —Held | Q3 2026 | |
| 10 | AQR CAPITAL MANAGEMENT LLC | $8.8M | 396K | ▼−2.8% Reduced · −12K sh | Q1 2026 | |
| 11 | Rhino Investment Partners, Inc | $7.1M | 320K | ▲+22% Added · +59K sh | Q1 2026 | |
| 12 | GOLDMAN SACHS GROUP INC | $5.8M | 261K | ▲+50% Added · +87K sh | Q1 2026 | |
| 13 | JACOBS LEVY EQUITY MANAGEMENT, INC | $5.4M | 243K | ▲+1.8% Added · +4K sh | Q1 2026 | |
| 14 | VANGUARD PORTFOLIO MANAGEMENT LLC | $5.1M | 230K | →First observed position No prior filed position | Q1 2026 | |
| 15 | ALGERT GLOBAL LLC | $6.2M | 201K | ▲+46% Added · +63K sh | Q2 2026 | |
| 16 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $4.4M | 199K | ▲+9.1% Added · +17K sh | Q1 2026 | |
| 17 | TWO SIGMA INVESTMENTS, LP | $3.9M | 174K | ▲+18% Added · +27K sh | Q1 2026 | |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $3.8M | 170K | ▼−3.3% Reduced · −6K sh | Q1 2026 | |
| 19 | NORTHERN TRUST CORP | $3.4M | 154K | ▲+3.4% Added · +5K sh | Q1 2026 | |
| 20 | MORGAN STANLEY | $3.3M | 150K | ▼−14% Reduced · −24K sh | Q1 2026 | |
| 21 | BANK OF AMERICA CORP /DE/ | $3.2M | 143K | ▼−15% Reduced · −25K sh | Q1 2026 | |
| 22 | VANGUARD FIDUCIARY TRUST CO | $3.0M | 136K | →First observed position No prior filed position | Q1 2026 | |
| 23 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $2.9M | 129K | ▲+17% Added · +19K sh | Q1 2026 | |
| 24 | Bank of New York Mellon Corp | $2.8M | 126K | ▲+1.7% Added · +2K sh | Q1 2026 | |
| 25 | AMERIPRISE FINANCIAL INC | $2.2M | 98K | ▲+1.0% Added · +935 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, 9 funds opened a new position in MSBI and 18 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 | 70 funds | $145.4B |
| JPMORGAN CHASE & COJPM | 69 funds | $30.2B |
| AMAZON.COM INCAMZN | 68 funds | $101.3B |
| APPLE INCAAPL | 67 funds | $160.4B |
| ALPHABET INC-CL AGOOGL | 67 funds | $80.6B |
| ELI LILLY & COLLY | 67 funds | $39.3B |
| META PLATFORMS INC-CLASS AMETA | 66 funds | $58.3B |
| GENERAL ELECTRICGE | 66 funds | $17.3B |
| BANK OF AMERICA CORPBAC | 66 funds | $15.8B |
| WELLS FARGO & COWFC | 66 funds | $9.5B |
| ADOBE INCADBE | 66 funds | $7.7B |
| NVIDIA CORPNVDA | 65 funds | $211.1B |
Ranked by how many of MSBI's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 18, 2026 | Mooney Kyle Owen | SVP - Chief Operating Officer | Sell (S) | 489 | $16K |
| Aug 11, 2026 | Mooney Kyle Owen | SVP - Chief Operating Officer | Sell (S) | 1K | $40K |
| Jul 28, 2026 | Ludwig Jeffrey G. | President & CEO, Director | Sell (S) | 8K | $285K |
| May 5, 2026 | Franklin Travis | Director | Buy (P) | 9K | $249K |
| Jan 28, 2026 | Mooney Kyle Owen | SVP - Chief Operating Officer | Sell (S) | 3K | $64K |
| Dec 3, 2025 | Casey Daniel Edward | CROF | Buy (P) | 2K | $37K |
| Dec 3, 2025 | Casey Daniel Edward | CROF | Buy (P) | 3K | $53K |
| Dec 3, 2025 | Bingham Richard Dean | Director | Buy (P) | 5K | $88K |
| Dec 3, 2025 | Smith Jeffrey C. | Director | Buy (P) | 500 | $9K |
| Dec 3, 2025 | Jameson Jeremy Andrew | EVP - Chief Credit Officer | Buy (P) | 6K | $99K |
| Feb 7, 2025 | Carlson Gerald Joseph | Director | Buy (P) | 2K | $40K |
| Jan 30, 2025 | Carlson Gerald Joseph | Director | Buy (P) | 1K | $20K |
Connected entities for MSBI
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/MSBI/capital-change-brief"
Use Arkolith's capital_change_brief for MSBI. 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 MSBI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.