Who owns MBI (MBI)
Which tracked institutional funds hold MBI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MBI company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
13 tracked funds added or opened MBI while 25 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
MBI’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes MBI more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in MBI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 132 tracked filers holding MBI, 71 increased or opened the position and 57 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in MBI between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 4
- VANGUARD CAPITAL MANAGEMENT LLC$12M
- VANGUARD FIDUCIARY TRUST CO$2M
- VANGUARD PORTFOLIO MANAGEMENT LLC$2M
- TORONTO DOMINION BANK$1M
Full exits 1
- VANGUARD GROUP INC$18M
Largest adds
- KAHN BROTHERS GROUP INC$5M
- Russell Investments Group, Ltd.$2M
- Cerity Partners LLC$2M
- RENAISSANCE TECHNOLOGIES LLC$1M
- EverSource Wealth Advisors, LLC$1M
- Squarepoint Ops LLC$867K
Largest trims
- BlackRock, Inc.$4M
- VALUEWORKS LLC$3M
- Wolf Hill Capital Management, LP$3M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- Hosking Partners LLP$2M
- TCW GROUP INC$1M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 3,392,982 | $20M | 11.3% | 2026-Q1 |
| Wolf Hill Capital Management, LP trimmed | 2,545,543 | $15M | 8.5% | 2026-Q1 |
| KAHN BROTHERS GROUP INC added | 2,056,434 | $12M | 6.9% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,975,239 | $12M | 6.6% | 2026-Q1 |
| VALUEWORKS LLC trimmed | 1,931,890 | $11M | 6.4% | 2026-Q1 |
| Hosking Partners LLP added | 1,584,913 | $9M | 5.3% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,086,521 | $6M | 3.6% | 2026-Q1 |
| STATE STREET CORP added | 1,068,753 | $6M | 3.6% | 2026-Q1 |
| TCW GROUP INC | 1,038,460 | $6M | 3.5% | 2026-Q1 |
| UBS Group AG added | 666,573 | $4M | 2.2% | 2026-Q1 |
| Cerity Partners LLC added | 432,216 | $3M | 1.4% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 430,033 | $3M | 1.4% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 409,892 | $2M | 1.4% | 2026-Q1 |
| NORTHERN TRUST CORP added | 404,341 | $2M | 1.3% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 366,730 | $2M | 1.2% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL added | 349,005 | $2M | 1.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 323,679 | $2M | 1.1% | 2026-Q1 |
| Chou Associates Management Inc. | 321,000 | $2M | 1.1% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 310,613 | $2M | 1.0% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 309,736 | $2M | 1.0% | 2026-Q1 |
| WHITEBOX ADVISORS LLC | 304,461 | $2M | 1.0% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 264,076 | $2M | 0.9% | 2026-Q1 |
| MORGAN STANLEY trimmed | 253,906 | $2M | 0.8% | 2026-Q1 |
| TORONTO DOMINION BANK added | 232,105 | $1M | 0.8% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 224,525 | $1M | 0.7% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 66,075 | $1M | 0.7% | 2026-Q1 |
| JTC Employer Solutions Trustee Ltd | 180,000 | $1M | 0.6% | 2026-Q1 |
| Squarepoint Ops LLC added | 177,702 | $1M | 0.6% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 175,907 | $1M | 0.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 170,390 | $1M | 0.6% | 2026-Q1 |
| Alta Fundamental Advisers LLC | 148,662 | $879K | 0.5% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 142,652 | $843K | 0.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 135,833 | $803K | 0.5% | 2026-Q1 |
| XTX Topco Ltd added | 119,770 | $708K | 0.4% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 118,855 | $703K | 0.4% | 2026-Q1 |
| Nuveen, LLC added | 113,477 | $671K | 0.4% | 2026-Q1 |
| Freestone Capital Holdings, LLC | 99,763 | $590K | 0.3% | 2026-Q1 |
| BLUEFIN CAPITAL MANAGEMENT, LLC added | 97,006 | $573K | 0.3% | 2026-Q1 |
| Quantinno Capital Management LP added | 94,764 | $560K | 0.3% | 2026-Q1 |
| Walleye Capital LLC added | 91,801 | $543K | 0.3% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 90,713 | $536K | 0.3% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 74,240 | $532K | 0.3% | 2026-Q1 |
| IMC-Chicago, LLC added | 86,994 | $514K | 0.3% | 2026-Q1 |
| NBC SECURITIES, INC. trimmed | 77,197 | $456K | 0.3% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 74,500 | $440K | 0.2% | 2026-Q1 |
| GROUP ONE TRADING LLC trimmed | 72,137 | $426K | 0.2% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 64,572 | $382K | 0.2% | 2026-Q1 |
| Invesco Ltd. trimmed | 61,975 | $366K | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 56,487 | $334K | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 46,251 | $273K | 0.2% | 2026-Q1 |
| Engineers Gate Manager LP added | 42,874 | $253K | 0.1% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 42,616 | $252K | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 40,398 | $239K | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 36,080 | $213K | 0.1% | 2026-Q1 |
| Frec Markets, Inc. new | 34,722 | $205K | 0.1% | 2026-Q1 |
| ExodusPoint Capital Management, LP trimmed | 33,371 | $197K | 0.1% | 2026-Q1 |
| CITIZENS FINANCIAL GROUP INC/RI new | 31,672 | $187K | 0.1% | 2026-Q1 |
| Quadrature Capital Ltd added | 30,866 | $182K | 0.1% | 2026-Q1 |
| SIMPLEX TRADING, LLC trimmed | 28,557 | $169K | 0.1% | 2026-Q1 |
| MIRABELLA FINANCIAL SERVICES LLP new | 26,437 | $156K | 0.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 25,995 | $154K | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 25,729 | $152K | 0.1% | 2026-Q1 |
| MetLife Investment Management, LLC added | 25,238 | $149K | 0.1% | 2026-Q1 |
| Trexquant Investment LP trimmed | 25,079 | $148K | 0.1% | 2026-Q1 |
| Seelaus Asset Management LLC | 24,500 | $145K | 0.1% | 2026-Q1 |
| Cresset Asset Management, LLC trimmed | 24,282 | $144K | 0.1% | 2026-Q1 |
| Centiva Capital, LP added | 23,759 | $140K | 0.1% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 21,757 | $129K | 0.1% | 2026-Q1 |
| Point72 Asset Management, L.P. trimmed | 21,538 | $127K | 0.1% | 2026-Q1 |
| State of Wyoming trimmed | 21,367 | $126K | 0.1% | 2026-Q1 |
| BARCLAYS PLC trimmed | 20,444 | $121K | 0.1% | 2026-Q1 |
| Creative Planning added | 20,384 | $120K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 20,051 | $114K | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 19,031 | $112K | 0.1% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 18,175 | $107K | 0.1% | 2026-Q1 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 17,901 | $106K | 0.1% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 16,873 | $100K | 0.1% | 2026-Q1 |
| STEINBERGANNA WEALTH MANAGEMENT added | 16,100 | $95K | 0.1% | 2026-Q1 |
| Brevan Howard Capital Management LP trimmed | 15,459 | $91K | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 2,541,234 | $18M | 10.3% | 2025-Q4 stale |
| Philadelphia Financial Management of San Francisco, LLC trimmed | 211,534 | $2M | 0.9% | 2025-Q3 stale |
| GSA CAPITAL PARTNERS LLP trimmed | 133,725 | $996K | 0.6% | 2025-Q3 stale |
| TWO SIGMA ADVISERS, LP trimmed | 75,750 | $564K | 0.3% | 2025-Q3 stale |
| PEAK6 LLC added | 57,659 | $430K | 0.2% | 2025-Q3 stale |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC trimmed | 70,788 | $307K | 0.2% | 2025-Q2 stale |
| Shay Capital LLC trimmed | 40,000 | $286K | 0.2% | 2025-Q4 stale |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC trimmed | 37,800 | $282K | 0.2% | 2025-Q3 stale |
| MARSHALL WACE, LLP trimmed | 31,704 | $227K | 0.1% | 2025-Q4 stale |
| OCCUDO QUANTITATIVE STRATEGIES LP added | 44,520 | $223K | 0.1% | 2025-Q1 stale |
| FineMark National Bank & Trust new | 50,000 | $217K | 0.1% | 2025-Q2 stale |
| Janney Montgomery Scott LLC new | 41,072 | $205K | 0.1% | 2025-Q1 stale |
| Balyasny Asset Management L.P. added | 28,409 | $203K | 0.1% | 2025-Q4 stale |
| O'Brien Greene & Co. Inc new | 40,000 | $199K | 0.1% | 2025-Q1 stale |
| Militia Capital Partners, LP added | 39,800 | $173K | 0.1% | 2025-Q2 stale |
| Brooklyn Investment Group added | 34,615 | $150K | 0.1% | 2025-Q3 stale |
| Dupree Financial Group, LLC new | 25,000 | $124K | 0.1% | 2025-Q1 stale |
| WOLVERINE TRADING, LLC trimmed | 16,250 | $123K | 0.1% | 2025-Q3 stale |
| Corebridge Financial, Inc. trimmed | 21,864 | $109K | 0.1% | 2025-Q1 stale |
| SG Americas Securities, LLC trimmed | 14,383 | $103K | 0.1% | 2025-Q4 stale |
| Mariner, LLC added | 13,149 | $98K | 0.1% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.