MVST

Microvast Holdings Inc Cross-source read$0.60 4.14%
IndustrialsCUSIP 59516C106· EOD Sep 11, 2026

Among active 13F managers last quarter, 6 opened and 21 added, while 16 reduced; the largest holder to move was Millennium Management LLC (+271%). Over the last 180 days, 3 insiders sold and none bought, a net -$134K in open-market trades.

Tracked 13F holders
145
45 in Q2 2026 filings
13F value (tracked)
$100.0M
Smart-money readMixed
Net sellingNet buying
Funds · active managers, latest 13F
27 adding · 16 trimming
Insiders · Form 4 open-market, 180d
0 buying · 3 selling · -$134K
US House · STOCK Act, 180d
0 buying · 0 selling

The legs disagree, or only one of them leans.

Price & smart-money activity

$0.60 4.14%5Y -93.7%
$0.15$2.88$5.62$8.35$11.09202120222023202420252026221691113331621169161818712212392215921161531810819102914452534634364141818
Hover for who · click for detailEnd-of-day closing prices52w $0.60 – $6.40

Who owns MVST?

145 tracked 13F filers · ranked by shares held

145 tracked 13F filers disclose a position in MVST as of the latest SEC 13F filings, a combined $100.0M 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.

#FundSharesPosition valueLast moveAs ofHistory
1BlackRock, Inc.16.5M
$19.3M
+7.4%
Added · +1.1M sh
Q2 2026
2Vanguard Capital Management LLC8.7M
$10.2M
+0.9%
Added · +81K sh
Q2 2026
3State Street Corp7.6M
$8.9M
+42%
Added · +2.2M sh
Q2 2026
4Geode Capital Management, LLC5.5M
$6.5M
+11%
Added · +548K sh
Q2 2026
5Goldman Sachs Group Inc3.3M
$5.0M
−14%
Reduced · −524K sh
Q1 2026
6Millennium Management LLC3.3M
$5.0M
+271%
Added · +2.4M sh
Q1 2026
7Dimensional Fund Advisors LP2.4M
$3.5M
+125%
Added · +1.3M sh
Q1 2026
8Morgan Stanley2.1M
$3.1M
−54%
Reduced · −2.5M sh
Q1 2026
9Two Sigma Investments, LP2.0M
$3.0M
−15%
Reduced · −341K sh
Q1 2026
10Vanguard Portfolio Management LLC1.7M
$2.0M
−15%
Reduced · −300K sh
Q2 2026
11Charles Schwab Investment Management Inc1.6M
$2.5M
−2.5%
Reduced · −43K sh
Q1 2026
12Northern Trust Corp1.6M
$2.5M
+3.0%
Added · +47K sh
Q1 2026
13Vanguard Fiduciary Trust Co1.4M
$1.7M
+2.6%
Added · +36K sh
Q2 2026
14JPMorgan Chase & Co1.3M
$1.8M
+550%
Added · +1.1M sh
Q1 2026
15First Trust Advisors LP1.2M
$1.8M
−44%
Reduced · −912K sh
Q1 2026
16Citadel Advisors LLC1.2M
$1.4M
+54%
Added · +412K sh
Q2 2026
17Deutsche Bank AG1.1M
$1.7M
+2.2%
Added · +24K sh
Q1 2026
18Susquehanna International Group, LLP767K
$1.2M
+16%
Added · +108K sh
Q1 2026
19XTX Topco Ltd692K
$1.0M
+91%
Added · +330K sh
Q1 2026
20American Century Companies Inc671K
$1.0M
−38%
Reduced · −406K sh
Q1 2026
21Panagora Asset Management Inc660K
$773K
+304%
Added · +497K sh
Q2 2026
22Bank of New York Mellon Corp643K
$965K
−4.1%
Reduced · −27K sh
Q1 2026
23Tudor Investment Corp Et Al606K
$709K
+1.5%
Added · +9K sh
Q2 2026
24Susquehanna Fundamental Investments, LLC519K
$779K
New
+519K sh
Q1 2026
25AQR Capital Management LLC493K
$739K
+763%
Added · +436K 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.

Is MVST being bought or sold by institutions?

Last quarter, 6 funds opened a new position in MVST and 21 added to an existing one, while 16 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
6
funds took a first position
Added
21
added to an existing position
Reduced
16
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own MVST also own

CompanyCo-held byTheir position there
Microsoft CorpMSFT72 funds$167.6B
Amazon.com IncAMZN72 funds$129.4B
Nvidia CorpNVDA71 funds$270.3B
Alphabet Inc-CL AGOOGL71 funds$113.7B
Visa Inc-Class A SharesV70 funds$41.8B
JPMorgan Chase & CoJPM70 funds$40.8B
Advanced Micro DevicesAMD69 funds$39.2B
General ElectricGE69 funds$21.5B
Tesla IncTSLA68 funds$47.4B
Berkshire Hathaway Inc-CL BBRK/B68 funds$24.5B
Howmet Aerospace IncHWM68 funds$11.9B
Cme Group IncCME68 funds$7.6B

Ranked by how many of MVST's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in MVST.

Insider activity (Form 4)

Full insider page →
Sells · 180d
$134K
3 insiders
Net · 180d
-$134K
4 open-market transactions
DateInsiderRoleActionSharesValue
Jun 10, 2026Mattis WenjuanChief Technology OfficerSell (S)5K$5K
Jun 9, 2026Tushe IsidaPres., Gen. Couns. & Corp. Sec, DirectorSell (S)6K$8K
Jun 9, 2026Wu YangChief Executive Officer, Director, 10% OwnerSell (S)46K$57K
May 18, 2026Mattis WenjuanChief Technology OfficerSell (S)48K$64K
Dec 31, 2025Pan YixinDirectorSell (S)
2 lots, same day
13K$35K
Nov 25, 2025Worthen RodneyChief Financial OfficerSell (S)3K$9K
Nov 14, 2023Zheng YanzhuanDirectorSell (S)1.0M$1.3M
Sep 15, 2023Zheng YanzhuanDirectorSell (S)313K$632K
Aug 22, 2023Webster CraigChief Financial OfficerBuy (P)13K$21K
Jun 14, 2022Smith ShaneChief Operating OfficerBuy (P)250K$625K
Jun 13, 2022Webster CraigChief Financial Officer, DirectorBuy (P)287K$738K
Jun 10, 2022Webster CraigChief Financial Officer, DirectorBuy (P)13K$38K

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.

Do institutions, insiders and Congress agree?

Mixed signals

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.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
4535
Insiders
Form 4 open-market
03-$134K
US House
STOCK Act trades
00$0
Sector rotation
MVST is in Industrials, which smart money is rotating INTO
+$842.8M

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.

Institutional ownership over time

45 tracked filers in Q2 2026 filingsstill filing
076151Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $17.6M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
MVSTthis pagecs145 funds$100.0M
MVSTW*W EXP 07/23/2026 funds$7K

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

15 most recent

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Connected entities for MVST

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Ask your agent what changed in MVST

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/MVST/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for MVST.
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 MVST. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.