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Institutional Ownership · SEC Form 13F

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.

57
Institutional holders
3,232,824
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
BHK Investment Advisors, LLC added377,530$7M9.1%2026-Q1
Curbstone Financial Management Corp trimmed289,134$5M7.0%2026-Q1
Global Wealth Strategies & Associates added286,823$5M6.9%2026-Q1
BARINGS LLC219,664$4M5.3%2026-Q1
Secure Asset Management, LLC added200,848$3M4.8%2026-Q1
Cetera Investment Advisers added180,395$3M4.3%2026-Q1
MORGAN STANLEY trimmed177,539$3M4.3%2026-Q1
Smith Asset Management Co., LLC trimmed172,921$3M4.2%2026-Q1
Cambridge Investment Research Advisors, Inc. added117,514$2M2.8%2026-Q1
LPL Financial LLC trimmed105,976$2M2.6%2026-Q1
CALDWELL SUTTER CAPITAL, INC.83,984$1M2.0%2026-Q1
MML INVESTORS SERVICES, LLC trimmed69,886$1M1.7%2026-Q1
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.68,100$1M1.6%2026-Q1
Beacon Pointe Advisors, LLC added65,649$1M1.6%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed60,949$1M1.5%2026-Q1
Kestra Advisory Services, LLC added60,482$1M1.5%2026-Q1
RAYMOND JAMES FINANCIAL INC added55,516$957K1.3%2026-Q1
Equitable Holdings, Inc. added48,009$871K1.2%2026-Q1
Future Financial Wealth Managment LLC added47,021$844K1.2%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed43,297$746K1.0%2026-Q1
World Investment Advisors added41,476$715K1.0%2026-Q1
OSAIC HOLDINGS, INC. trimmed40,112$692K1.0%2026-Q1
JANE STREET GROUP, LLC new33,534$578K0.8%2026-Q1
BENJAMIN EDWARDS INC added33,195$572K0.8%2026-Q1
Vanguard National Trust Co new30,100$519K0.7%2026-Q1
Cerity Partners LLC added25,908$447K0.6%2026-Q1
UBS Group AG added25,237$435K0.6%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed24,772$427K0.6%2026-Q1
Jacobs Equity LLC21,028$363K0.5%2026-Q1
Farther Finance Advisors, LLC trimmed18,402$327K0.5%2026-Q1
US BANCORP \DE\18,288$315K0.4%2026-Q1
ST GERMAIN D J CO INC added18,117$312K0.4%2026-Q1
Focus Partners Wealth trimmed17,972$310K0.4%2026-Q1
GOLDMAN SACHS GROUP INC new17,800$307K0.4%2026-Q1
Rockefeller Capital Management L.P. trimmed17,728$306K0.4%2026-Q1
JONES FINANCIAL COMPANIES LLLP added15,608$275K0.4%2026-Q1
COMMERCE BANK15,256$263K0.4%2026-Q1
Stonebridge Capital Advisors LLC13,300$229K0.3%2026-Q1
MILLENNIUM MANAGEMENT LLC new12,026$207K0.3%2026-Q1
Kovack Advisors, Inc.11,120$198K0.3%2026-Q1
Mayfair Advisory Group, LLC10,983$189K0.3%2026-Q1
MONTAG A & ASSOCIATES INC trimmed8,217$142K0.2%2026-Q1
FIFTH THIRD BANCORP added6,973$120K0.2%2026-Q1
ROYAL BANK OF CANADA trimmed4,479$77K0.1%2026-Q1
WELLS FARGO & COMPANY/MN added4,198$72K0.1%2026-Q1
BOK Financial Private Wealth, Inc.2,825$49K0.1%2026-Q1
Whipplewood Advisors, LLC2,630$45K0.1%2026-Q1
Advisory Services Network, LLC2,394$41K0.1%2026-Q1
PITTENGER & ANDERSON INC2,000$34K0.0%2026-Q1
Steward Partners Investment Advisory, LLC1,200$21K0.0%2026-Q1
GHP Investment Advisors, Inc. added1,167$20K0.0%2026-Q1
Glen Eagle Advisors, LLC800$14K0.0%2026-Q1
Ulland Investment Advisors, LLC735$13K0.0%2026-Q1
HANTZ FINANCIAL SERVICES, INC. trimmed689$12K0.0%2026-Q1
Keating Financial Advisory Services, Inc. added573$10K0.0%2026-Q1
Fortis Group Advisors, LLC425$7K0.0%2026-Q1
Rosenberg Matthew Hamilton320$6K0.0%2026-Q1
Invesco Ltd. trimmed226,932$4M5.8%2025-Q4 stale
Janney Montgomery Scott LLC trimmed114,990$2M2.9%2025-Q4 stale
TSP Capital Management Group, LLC trimmed85,607$2M2.5%2025-Q3 stale
Atria Wealth Solutions, Inc. added61,418$1M1.9%2025-Q2 stale
Round Rock Advisors, LLC added43,966$952K1.3%2025-Q2 stale
QTR Family Wealth, LLC new36,000$747K1.0%2025-Q3 stale
VANGUARD GROUP INC30,100$546K0.8%2025-Q4 stale
Graypoint LLC added24,455$530K0.7%2025-Q2 stale
MGB Wealth Management, LLC added24,291$443K0.6%2025-Q4 stale
Uptown Financial Advisors LLC new20,594$374K0.5%2025-Q4 stale
Kingsview Wealth Management, LLC new15,306$332K0.5%2025-Q2 stale
Virtu Financial LLC new14,978$311K0.4%2025-Q3 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP added12,476$259K0.4%2025-Q3 stale
Sanctuary Advisors, LLC9,862$231K0.3%2025-Q3 stale
PKS Advisory Services, LLC new9,607$225K0.3%2025-Q1 stale
Consolidated Portfolio Review Corp10,217$221K0.3%2025-Q2 stale
Wolff Financial Management LLC new9,221$216K0.3%2025-Q1 stale
DUMONT & BLAKE INVESTMENT ADVISORS LLC trimmed10,143$211K0.3%2025-Q3 stale
Fiduciary Trust Co9,986$207K0.3%2025-Q3 stale
StoneX Group Inc. trimmed8,820$207K0.3%2025-Q1 stale
DAVENPORT & Co LLC trimmed10,334$188K0.3%2025-Q4 stale
COMERICA BANK6,973$127K0.2%2025-Q4 stale
Ameritas Advisory Services, LLC added2,176$45K0.1%2025-Q3 stale
Global Retirement Partners, LLC1,040$19K0.0%2025-Q4 stale
TRUST CO OF VERMONT888$16K0.0%2025-Q4 stale
ORG Partners LLC800$15K0.0%2025-Q4 stale
CIBC Private Wealth Group LLC added778$14K0.0%2025-Q4 stale
Medallion Wealth Advisors, LLC622$14K0.0%2025-Q1 stale
IFP Advisors, Inc trimmed500$11K0.0%2025-Q2 stale
Tower Research Capital LLC (TRC) added550$10K0.0%2025-Q4 stale
EverSource Wealth Advisors, LLC328$7K0.0%2025-Q2 stale
NewEdge Advisors, LLC200$4K0.0%2025-Q4 stale
Geneos Wealth Management Inc. trimmed98$2K0.0%2025-Q1 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%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.

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