Who owns MCI (MCI)
Which tracked institutional funds hold MCI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MCI 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
7 tracked funds added or opened MCI while 5 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
MCI’s largest tracked holder by dollar value, BHK Investment Advisors, LLC, sizes it at 2.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in MCI 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 57 tracked filers holding MCI, 25 increased or opened the position and 28 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
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 MCI 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 2
- JANE STREET GROUP, LLC$578K
- Vanguard National Trust Co$519K
Full exits 3
- Invesco Ltd.$4M
- Janney Montgomery Scott LLC$2M
- VANGUARD GROUP INC$546K
Largest adds
- Cetera Investment Advisers$1M
- Secure Asset Management, LLC$1M
- Global Wealth Strategies & Associates$478K
- Cambridge Investment Research Advisors, Inc.$439K
- Equitable Holdings, Inc.$323K
Largest trims
- LPL Financial LLC$422K
- Curbstone Financial Management Corp$353K
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 |
|---|---|---|---|---|
| BHK Investment Advisors, LLC added | 377,530 | $7M | 9.1% | 2026-Q1 |
| Curbstone Financial Management Corp trimmed | 289,134 | $5M | 7.0% | 2026-Q1 |
| Global Wealth Strategies & Associates added | 286,823 | $5M | 6.9% | 2026-Q1 |
| BARINGS LLC | 219,664 | $4M | 5.3% | 2026-Q1 |
| Secure Asset Management, LLC added | 200,848 | $3M | 4.8% | 2026-Q1 |
| Cetera Investment Advisers added | 180,395 | $3M | 4.3% | 2026-Q1 |
| MORGAN STANLEY trimmed | 177,539 | $3M | 4.3% | 2026-Q1 |
| Smith Asset Management Co., LLC trimmed | 172,921 | $3M | 4.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 117,514 | $2M | 2.8% | 2026-Q1 |
| LPL Financial LLC trimmed | 105,976 | $2M | 2.6% | 2026-Q1 |
| CALDWELL SUTTER CAPITAL, INC. | 83,984 | $1M | 2.0% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 69,886 | $1M | 1.7% | 2026-Q1 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 68,100 | $1M | 1.6% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 65,649 | $1M | 1.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 60,949 | $1M | 1.5% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 60,482 | $1M | 1.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 55,516 | $957K | 1.3% | 2026-Q1 |
| Equitable Holdings, Inc. added | 48,009 | $871K | 1.2% | 2026-Q1 |
| Future Financial Wealth Managment LLC added | 47,021 | $844K | 1.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 43,297 | $746K | 1.0% | 2026-Q1 |
| World Investment Advisors added | 41,476 | $715K | 1.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 40,112 | $692K | 1.0% | 2026-Q1 |
| JANE STREET GROUP, LLC new | 33,534 | $578K | 0.8% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 33,195 | $572K | 0.8% | 2026-Q1 |
| Vanguard National Trust Co new | 30,100 | $519K | 0.7% | 2026-Q1 |
| Cerity Partners LLC added | 25,908 | $447K | 0.6% | 2026-Q1 |
| UBS Group AG added | 25,237 | $435K | 0.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 24,772 | $427K | 0.6% | 2026-Q1 |
| Jacobs Equity LLC | 21,028 | $363K | 0.5% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 18,402 | $327K | 0.5% | 2026-Q1 |
| US BANCORP \DE\ | 18,288 | $315K | 0.4% | 2026-Q1 |
| ST GERMAIN D J CO INC added | 18,117 | $312K | 0.4% | 2026-Q1 |
| Focus Partners Wealth trimmed | 17,972 | $310K | 0.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC new | 17,800 | $307K | 0.4% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 17,728 | $306K | 0.4% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 15,608 | $275K | 0.4% | 2026-Q1 |
| COMMERCE BANK | 15,256 | $263K | 0.4% | 2026-Q1 |
| Stonebridge Capital Advisors LLC | 13,300 | $229K | 0.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC new | 12,026 | $207K | 0.3% | 2026-Q1 |
| Kovack Advisors, Inc. | 11,120 | $198K | 0.3% | 2026-Q1 |
| Mayfair Advisory Group, LLC | 10,983 | $189K | 0.3% | 2026-Q1 |
| MONTAG A & ASSOCIATES INC trimmed | 8,217 | $142K | 0.2% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 6,973 | $120K | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 4,479 | $77K | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 4,198 | $72K | 0.1% | 2026-Q1 |
| BOK Financial Private Wealth, Inc. | 2,825 | $49K | 0.1% | 2026-Q1 |
| Whipplewood Advisors, LLC | 2,630 | $45K | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC | 2,394 | $41K | 0.1% | 2026-Q1 |
| PITTENGER & ANDERSON INC | 2,000 | $34K | 0.0% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC | 1,200 | $21K | 0.0% | 2026-Q1 |
| GHP Investment Advisors, Inc. added | 1,167 | $20K | 0.0% | 2026-Q1 |
| Glen Eagle Advisors, LLC | 800 | $14K | 0.0% | 2026-Q1 |
| Ulland Investment Advisors, LLC | 735 | $13K | 0.0% | 2026-Q1 |
| HANTZ FINANCIAL SERVICES, INC. trimmed | 689 | $12K | 0.0% | 2026-Q1 |
| Keating Financial Advisory Services, Inc. added | 573 | $10K | 0.0% | 2026-Q1 |
| Fortis Group Advisors, LLC | 425 | $7K | 0.0% | 2026-Q1 |
| Rosenberg Matthew Hamilton | 320 | $6K | 0.0% | 2026-Q1 |
| Invesco Ltd. trimmed | 226,932 | $4M | 5.8% | 2025-Q4 stale |
| Janney Montgomery Scott LLC trimmed | 114,990 | $2M | 2.9% | 2025-Q4 stale |
| TSP Capital Management Group, LLC trimmed | 85,607 | $2M | 2.5% | 2025-Q3 stale |
| Atria Wealth Solutions, Inc. added | 61,418 | $1M | 1.9% | 2025-Q2 stale |
| Round Rock Advisors, LLC added | 43,966 | $952K | 1.3% | 2025-Q2 stale |
| QTR Family Wealth, LLC new | 36,000 | $747K | 1.0% | 2025-Q3 stale |
| VANGUARD GROUP INC | 30,100 | $546K | 0.8% | 2025-Q4 stale |
| Graypoint LLC added | 24,455 | $530K | 0.7% | 2025-Q2 stale |
| MGB Wealth Management, LLC added | 24,291 | $443K | 0.6% | 2025-Q4 stale |
| Uptown Financial Advisors LLC new | 20,594 | $374K | 0.5% | 2025-Q4 stale |
| Kingsview Wealth Management, LLC new | 15,306 | $332K | 0.5% | 2025-Q2 stale |
| Virtu Financial LLC new | 14,978 | $311K | 0.4% | 2025-Q3 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 12,476 | $259K | 0.4% | 2025-Q3 stale |
| Sanctuary Advisors, LLC | 9,862 | $231K | 0.3% | 2025-Q3 stale |
| PKS Advisory Services, LLC new | 9,607 | $225K | 0.3% | 2025-Q1 stale |
| Consolidated Portfolio Review Corp | 10,217 | $221K | 0.3% | 2025-Q2 stale |
| Wolff Financial Management LLC new | 9,221 | $216K | 0.3% | 2025-Q1 stale |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC trimmed | 10,143 | $211K | 0.3% | 2025-Q3 stale |
| Fiduciary Trust Co | 9,986 | $207K | 0.3% | 2025-Q3 stale |
| StoneX Group Inc. trimmed | 8,820 | $207K | 0.3% | 2025-Q1 stale |
| DAVENPORT & Co LLC trimmed | 10,334 | $188K | 0.3% | 2025-Q4 stale |
| COMERICA BANK | 6,973 | $127K | 0.2% | 2025-Q4 stale |
| Ameritas Advisory Services, LLC added | 2,176 | $45K | 0.1% | 2025-Q3 stale |
| Global Retirement Partners, LLC | 1,040 | $19K | 0.0% | 2025-Q4 stale |
| TRUST CO OF VERMONT | 888 | $16K | 0.0% | 2025-Q4 stale |
| ORG Partners LLC | 800 | $15K | 0.0% | 2025-Q4 stale |
| CIBC Private Wealth Group LLC added | 778 | $14K | 0.0% | 2025-Q4 stale |
| Medallion Wealth Advisors, LLC | 622 | $14K | 0.0% | 2025-Q1 stale |
| IFP Advisors, Inc trimmed | 500 | $11K | 0.0% | 2025-Q2 stale |
| Tower Research Capital LLC (TRC) added | 550 | $10K | 0.0% | 2025-Q4 stale |
| EverSource Wealth Advisors, LLC | 328 | $7K | 0.0% | 2025-Q2 stale |
| NewEdge Advisors, LLC | 200 | $4K | 0.0% | 2025-Q4 stale |
| Geneos Wealth Management Inc. trimmed | 98 | $2K | 0.0% | 2025-Q1 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 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.