Among active 13F managers last quarter, 6 opened and 24 added, while 17 reduced; the largest holder to move was Van Eck Associates Corp (+40%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
129 tracked 13F filers disclose a position in MSDL as of the latest SEC 13F filings, a combined $539.9M 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 | Morgan Stanley | 15.9M | $221.6M | ▼~0% Reduced · −2K sh | Q1 2026 | |
| 2 | Van Eck Associates Corp | 2.0M | $30.5M | ▲+40% Added · +580K sh | Q2 2026 | |
| 3 | Generali Asset Management SPA SGR | 1.8M | $25.5M | —Held | Q1 2026 | |
| 4 | UBS Group AG | 1.6M | $22.3M | ▼−4.3% Reduced · −72K sh | Q1 2026 | |
| 5 | Lunate Capital Ltd | 1.1M | $16.7M | ▲New +1.1M sh | Q2 2026 | |
| 6 | Two Sigma Investments, LP | 889K | $12.4M | ▲+5.3% Added · +45K sh | Q1 2026 | |
| 7 | Muzinich & Co., Inc. | 839K | $12.7M | ▲+9.3% Added · +71K sh | Q2 2026 | |
| 8 | Ares Management LLC | 775K | $11.7M | ▲+88% Added · +363K sh | Q2 2026 | |
| 9 | Ensign Peak Advisors, Inc | 748K | $11.3M | ▲New +748K sh | Q2 2026 | |
| 10 | Russell Investments Group, Ltd. | 722K | $10.1M | ▲+198% Added · +480K sh | Q1 2026 | |
| 11 | Altshuler Shaham Ltd | 650K | $9.8M | —Held | Q2 2026 | |
| 12 | American Financial Group Inc | 632K | $9.5M | —Held | Q2 2026 | |
| 13 | Toronto Dominion Bank | 622K | $8.7M | ▼−13% Reduced · −91K sh | Q1 2026 | |
| 14 | Sumitomo Mitsui Trust Group, Inc. | 558K | $7.8M | —Held | Q1 2026 | |
| 15 | Wells Fargo & Company | 543K | $7.6M | ▲+33% Added · +134K sh | Q1 2026 | |
| 16 | Brown Brothers Harriman & Co | 540K | $8.2M | ▲New +540K sh | Q2 2026 | |
| 17 | DG Capital Management, LLC | 476K | $7.2M | ▼−17% Reduced · −100K sh | Q2 2026 | |
| 18 | Caz Investments LP | 399K | $6.0M | ▲New +399K sh | Q2 2026 | |
| 19 | TT Capital Management LLC | 343K | $5.2M | ▲+3.3% Added · +11K sh | Q2 2026 | |
| 20 | Hennion & Walsh Asset Management, Inc. | 316K | $4.8M | ▲+9.9% Added · +28K sh | Q2 2026 | |
| 21 | Trexquant Investment LP | 296K | $4.5M | ▼−28% Reduced · −113K sh | Q2 2026 | |
| 22 | Millennium Management LLC | 276K | $3.9M | ▲+2.7% Added · +7K sh | Q1 2026 | |
| 23 | HighTower Advisors, LLC | 265K | $3.7M | ▲New +265K sh | Q1 2026 | |
| 24 | Americana Partners, LLC | 263K | $4.0M | ▲+2.1% Added · +5K sh | Q2 2026 | |
| 25 | Fosun International Ltd | 240K | $3.6M | —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. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 6 funds opened a new position in MSDL and 24 added to an existing one, while 17 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 | 62 funds | $35.6B |
| Alphabet Inc-CL AGOOGL | 59 funds | $25.6B |
| Meta Platforms Inc-Class AMETA | 58 funds | $15.6B |
| Nvidia CorpNVDA | 56 funds | $63.7B |
| Amazon.com IncAMZN | 56 funds | $29.9B |
| Cisco Systems IncCSCO | 56 funds | $7.4B |
| Apple IncAAPL | 55 funds | $39.3B |
| Broadcom IncAVGO | 55 funds | $25.4B |
| Eli Lilly & CoLLY | 55 funds | $13.1B |
| Costco Wholesale CorpCOST | 54 funds | $6.8B |
| Wells Fargo & CoWFC | 54 funds | $3.6B |
| Alphabet Inc-CL CGOOG | 53 funds | $15.8B |
Ranked by how many of MSDL's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in MSDL.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 5, 2026 | Day Jeff M. | Co-President | Buy (P) | 5K | $75K |
| Mar 3, 2026 | Miller David N | Director | Buy (P) | 5K | $73K |
| Mar 3, 2026 | Mizrachi Orit | See Remarks | Buy (P) | 1K | $14K |
| Mar 2, 2026 | Occi Michael Jr. | Chief Executive Officer, Director | Buy (P) | 7K | $104K |
| Mar 2, 2026 | Miller David N | Director | Buy (P) | 5K | $73K |
| Nov 11, 2025 | Krishnan Ashwin | Chief Investment Officer | Buy (P) | 3K | $50K |
| Nov 10, 2025 | Frank Bruce D | Director | Buy (P) | 600 | $10K |
| Oct 6, 2025 | Binstock Joan | Director | Buy (P) | 9K | $150K |
| Aug 14, 2025 | Pessah David | Chief Financial Officer | Buy (P) | 3K | $60K |
| Aug 14, 2025 | Shannon Kevin | Director | Buy (P) | 5K | $89K |
| Aug 13, 2025 | Metz Adam S | Director | Buy (P) | 28K | $499K |
| Aug 12, 2025 | Occi Michael Jr. | Chief Executive Officer | Buy (P) | 14K | $249K |
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 | 39 | 35 | – |
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 MSDL
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/MSDL/capital-change-brief"
Use Arkolith's capital_change_brief for MSDL. 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 MSDL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.