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Institutional Ownership · SEC Form 13F

Who owns Mechanics Bank (MCHB)


Which tracked institutional funds hold MCHB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MCHB company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

132
Institutional holders
28M
Shares held (tracked funds)

How the tape is positioned

24 tracked funds added or opened MCHB 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

MCHB’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 MCHB more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in MCHB 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 MCHB, 80 increased or opened the position and 56 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 MCHB 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 7

  • VANGUARD CAPITAL MANAGEMENT LLC$31M
  • VANGUARD FIDUCIARY TRUST CO$5M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$4M
  • TWO SIGMA INVESTMENTS, LP$2M
  • KENNEDY CAPITAL MANAGEMENT LLC$858K
  • Rafferty Asset Management, LLC$812K

Full exits 7

  • VANGUARD GROUP INC$34M
  • HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$3M
  • ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$2M
  • Neo Ivy Capital Management$979K
  • D. E. Shaw & Co., Inc.$735K
  • XTX Topco Ltd$707K

Largest adds

  • STATE STREET CORP$13M
  • GOLDMAN SACHS GROUP INC$6M
  • Squarepoint Ops LLC$2M
  • CCG WEALTH MANAGEMENT, LLC$2M
  • BANK OF AMERICA CORP /DE/$1M
  • GEODE CAPITAL MANAGEMENT, LLC$934K

Largest trims

  • Mechanics Bank Trust Department$16M
  • Philadelphia Financial Management of San Francisco, LLC$11M
  • MENDON CAPITAL ADVISORS CORP$6M
  • Curi Capital, LLC$5M
  • CenterBook Partners LP$5M
  • CITADEL ADVISORS LLC$4M

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).

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed3,426,564$51M10.4%2026-Q1
Mechanics Bank Trust Department trimmed2,301,961$34M7.0%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new2,080,439$31M6.3%2026-Q1
STATE STREET CORP added1,710,425$25M5.2%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added1,420,519$21M4.3%2026-Q1
GW&K Investment Management, LLC trimmed1,133,087$17M3.4%2026-Q1
Composition Wealth, LLC1,115,781$16M3.4%2026-Q1
Bank of New York Mellon Corp added1,098,400$16M3.3%2026-Q1
DIMENSIONAL FUND ADVISORS LP trimmed773,368$11M2.3%2026-Q1
J. Goldman & Co LP trimmed684,185$10M2.1%2026-Q1
GOLDMAN SACHS GROUP INC added680,535$10M2.1%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed644,573$10M2.0%2026-Q1
ALLIANCEBERNSTEIN L.P. added644,981$9M1.9%2026-Q1
Philosophy Capital Management LLC trimmed582,001$9M1.8%2026-Q1
Philadelphia Financial Management of San Francisco, LLC trimmed545,321$8M1.7%2026-Q1
MALTESE CAPITAL MANAGEMENT LLC trimmed532,690$8M1.6%2026-Q1
CenterBook Partners LP trimmed515,725$8M1.6%2026-Q1
Sculptor Capital LP512,727$8M1.6%2026-Q1
Stieven Capital Advisors, L.P. trimmed438,635$6M1.3%2026-Q1
MORGAN STANLEY added381,349$6M1.2%2026-Q1
NORTHERN TRUST CORP added373,948$6M1.1%2026-Q1
Siena Capital Partners GP, LLC353,216$5M1.1%2026-Q1
Simcoe Capital LLC added347,733$5M1.1%2026-Q1
MENDON CAPITAL ADVISORS CORP trimmed347,614$5M1.1%2026-Q1
Capital Planning Advisors, LLC343,313$5M1.0%2026-Q1
Squarepoint Ops LLC added318,915$5M1.0%2026-Q1
Curi Capital, LLC trimmed318,769$5M1.0%2026-Q1
VANGUARD FIDUCIARY TRUST CO new309,311$5M0.9%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new279,303$4M0.8%2026-Q1
Gator Capital Management, LLC added254,501$4M0.8%2026-Q1
Pinnacle Holdings, LLC added253,114$4M0.8%2026-Q1
RENAISSANCE TECHNOLOGIES LLC trimmed213,474$3M0.6%2026-Q1
UBS Group AG trimmed174,658$3M0.5%2026-Q1
CCG WEALTH MANAGEMENT, LLC added171,072$3M0.5%2026-Q1
CITADEL ADVISORS LLC trimmed164,362$2M0.5%2026-Q1
TWO SIGMA INVESTMENTS, LP added149,557$2M0.5%2026-Q1
BANK OF AMERICA CORP /DE/ added112,695$2M0.3%2026-Q1
CALDWELL SUTTER CAPITAL, INC. added103,285$2M0.3%2026-Q1
VOYA INVESTMENT MANAGEMENT LLC trimmed96,589$1M0.3%2026-Q1
Nuveen, LLC added95,887$1M0.3%2026-Q1
Waverly Advisors, LLC added88,267$1M0.3%2026-Q1
FIRST TRUST ADVISORS LP trimmed78,302$1M0.2%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added70,260$1M0.2%2026-Q1
EMERALD MUTUAL FUND ADVISERS TRUST60,462$892K0.2%2026-Q1
KENNEDY CAPITAL MANAGEMENT LLC added58,200$858K0.2%2026-Q1
Quantinno Capital Management LP added55,119$813K0.2%2026-Q1
Rafferty Asset Management, LLC added55,026$812K0.2%2026-Q1
BARCLAYS PLC trimmed52,401$773K0.2%2026-Q1
RHUMBLINE ADVISERS added50,021$738K0.2%2026-Q1
Graham Capital Management, L.P. added49,621$732K0.2%2026-Q1
Invesco Ltd. added49,220$726K0.1%2026-Q1
CITIGROUP INC added48,708$718K0.1%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added45,850$677K0.1%2026-Q1
JPMORGAN CHASE & CO added46,130$666K0.1%2026-Q1
Aquatic Capital Management LLC added41,477$612K0.1%2026-Q1
OCCUDO QUANTITATIVE STRATEGIES LP added41,121$607K0.1%2026-Q1
DEUTSCHE BANK AG\ added36,895$544K0.1%2026-Q1
Numerai GP LLC new36,021$531K0.1%2026-Q1
STATE OF WISCONSIN INVESTMENT BOARD added32,800$484K0.1%2026-Q1
Farther Finance Advisors, LLC added29,696$437K0.1%2026-Q1
MetLife Investment Management, LLC trimmed26,577$392K0.1%2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THE added26,088$385K0.1%2026-Q1
EverSource Wealth Advisors, LLC added23,090$376K0.1%2026-Q1
NISA INVESTMENT ADVISORS, LLC added22,863$337K0.1%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added22,731$335K0.1%2026-Q1
Vanguard Global Advisers, LLC new19,531$288K0.1%2026-Q1
LPL Financial LLC trimmed19,469$287K0.1%2026-Q1
DARK FOREST CAPITAL MANAGEMENT LP new19,054$281K0.1%2026-Q1
WELLS FARGO & COMPANY/MN trimmed18,764$277K0.1%2026-Q1
Creative Planning added18,725$276K0.1%2026-Q1
SG Americas Securities, LLC added18,729$276K0.1%2026-Q1
NEUBERGER BERMAN GROUP LLC added18,217$269K0.1%2026-Q1
RAYMOND JAMES FINANCIAL INC added18,033$266K0.1%2026-Q1
Shay Capital LLC trimmed16,868$249K0.1%2026-Q1
Burns Matteson Capital Management, LLC added16,243$240K0.0%2026-Q1
STIFEL FINANCIAL CORP trimmed16,072$237K0.0%2026-Q1
VANGUARD GROUP INC added2,346,980$34M7.0%2025-Q4 stale
WELLINGTON MANAGEMENT GROUP LLP added1,363,896$18M3.7%2025-Q2 stale
MILLENNIUM MANAGEMENT LLC added447,661$6M1.2%2025-Q3 stale
Acuitas Investments, LLC383,299$5M1.0%2025-Q3 stale
Lighthouse Investment Partners, LLC added259,861$3M0.7%2025-Q3 stale
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC222,657$3M0.7%2025-Q4 stale
JACOBS LEVY EQUITY MANAGEMENT, INC trimmed159,354$2M0.4%2025-Q1 stale
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed113,538$2M0.3%2025-Q4 stale
Fourthstone LLC trimmed113,906$1M0.3%2025-Q1 stale
HENNESSY ADVISORS INC added105,000$1M0.3%2025-Q1 stale
AMERICAN CENTURY COMPANIES INC trimmed85,033$1M0.2%2025-Q3 stale
Neo Ivy Capital Management new66,949$979K0.2%2025-Q4 stale
D. E. Shaw & Co., Inc. trimmed50,272$735K0.2%2025-Q4 stale
XTX Topco Ltd added48,329$707K0.1%2025-Q4 stale
JANE STREET GROUP, LLC added51,058$680K0.1%2025-Q3 stale
Precision Wealth Strategies, LLC new45,018$659K0.1%2025-Q4 stale
Trexquant Investment LP trimmed53,210$625K0.1%2025-Q1 stale
STRS OHIO47,100$553K0.1%2025-Q1 stale
AMERIPRISE FINANCIAL INC trimmed26,605$389K0.1%2025-Q4 stale
ExodusPoint Capital Management, LP added32,153$377K0.1%2025-Q1 stale
Cubist Systematic Strategies, LLC added25,690$342K0.1%2025-Q3 stale
VICTORY CAPITAL MANAGEMENT INC trimmed24,195$322K0.1%2025-Q3 stale
ARMISTICE CAPITAL, LLC new20,606$301K0.1%2025-Q4 stale
Engineers Gate Manager LP added15,737$230K0.0%2025-Q4 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.

HoldersTotal shares

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.

Learn how to read institutional ownership