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Institutional Ownership · SEC Form 13F

Who owns MDY (MDY)


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

1,440
Institutional holders
25,294,973
Shares held (tracked funds)

How the tape is positioned

186 tracked funds added or opened MDY while 154 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

MDY’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.3% of theirs — a 0.2pp gap the other way — the median holder sizes MDY more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in MDY 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 1439 tracked filers holding MDY, 436 increased or opened the position and 635 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 MDY 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 40

  • Generali Asset Management SPA SGR$98M
  • OFS Enterprise LLC$35M
  • GTS SECURITIES LLC$30M
  • Jump Financial, LLC$21M
  • DC Investments Management, LLC$19M
  • Nitorum Capital, L.P.$13M

Full exits 49

  • FineMark National Bank & Trust$70M
  • Divergent Planning, LLC$47M
  • Oldfather Financial Services, LLC$33M
  • COMERICA BANK$26M
  • BASSWOOD CAPITAL MANAGEMENT, L.L.C.$23M
  • Qube Research & Technologies Ltd$14M

Largest adds

  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$533M
  • MORGAN STANLEY$279M
  • CITADEL ADVISORS LLC$217M
  • COMMERCE BANK$71M
  • EP Wealth Advisors, LLC$49M
  • BNP PARIBAS FINANCIAL MARKETS$48M

Largest trims

  • KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$198M
  • HRT FINANCIAL LP$149M
  • GOLDMAN SACHS GROUP INC$76M
  • WELLS FARGO & COMPANY/MN$74M
  • JPMORGAN CHASE & CO$41M
  • TSG Advice Partners, LLC$40M

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
BANK OF AMERICA CORP /DE/ trimmed2,047,984$1.3B9.6%2026-Q1
MORGAN STANLEY added1,543,597$952M7.2%2026-Q1
WELLS FARGO & COMPANY/MN trimmed1,193,336$736M5.6%2026-Q1
NORTHERN TRUST CORP trimmed1,061,192$655M5.0%2026-Q1
US BANCORP \DE\ trimmed969,958$598M4.5%2026-Q1
GOLDMAN SACHS GROUP INC trimmed881,942$544M4.1%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added864,768$533M4.0%2026-Q1
Pathstone Holdings, LLC trimmed840,196$518M3.9%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. trimmed699,307$431M3.3%2026-Q1
UBS Group AG added640,509$395M3.0%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed497,191$307M2.3%2026-Q1
BANK OF MONTREAL /CAN/ trimmed488,938$302M2.3%2026-Q1
CITADEL ADVISORS LLC added352,500$217M1.6%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added317,029$196M1.5%2026-Q1
ROYAL BANK OF CANADA trimmed299,723$185M1.4%2026-Q1
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed298,766$184M1.4%2026-Q1
JPMORGAN CHASE & CO trimmed304,162$182M1.4%2026-Q1
MAI Capital Management trimmed264,073$163M1.2%2026-Q1
Creative Planning trimmed248,681$153M1.2%2026-Q1
ALLIANCEBERNSTEIN L.P. trimmed251,130$152M1.1%2026-Q1
HighTower Advisors, LLC trimmed235,008$145M1.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added234,686$145M1.1%2026-Q1
Corient Private Wealth LLC trimmed229,855$142M1.1%2026-Q1
Arvest Bank Trust Division trimmed227,616$140M1.1%2026-Q1
Conservest Capital Advisors, Inc. trimmed211,706$131M1.0%2026-Q1
LPL Financial LLC trimmed163,404$101M0.8%2026-Q1
Bank of New York Mellon Corp trimmed162,619$100M0.8%2026-Q1
Welch & Forbes LLC trimmed161,554$100M0.8%2026-Q1
Generali Asset Management SPA SGR new158,983$98M0.7%2026-Q1
WADDELL & ASSOCIATES, LLC added153,603$95M0.7%2026-Q1
SG Americas Securities, LLC added153,398$95M0.7%2026-Q1
COMMERCE BANK added141,154$87M0.7%2026-Q1
Cerity Partners LLC added138,738$86M0.6%2026-Q1
WHITTIER TRUST CO added133,073$83M0.6%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. added124,317$77M0.6%2026-Q1
TRUIST FINANCIAL CORP trimmed118,348$73M0.6%2026-Q1
Hills Bank & Trust Co trimmed115,410$71M0.5%2026-Q1
EP Wealth Advisors, LLC added111,747$69M0.5%2026-Q1
BROWN ADVISORY INC trimmed111,398$69M0.5%2026-Q1
Focus Partners Wealth trimmed107,744$67M0.5%2026-Q1
STIFEL FINANCIAL CORP trimmed106,846$66M0.5%2026-Q1
Mariner, LLC added106,752$66M0.5%2026-Q1
MONTAG A & ASSOCIATES INC added104,126$64M0.5%2026-Q1
Cetera Investment Advisers added89,367$55M0.4%2026-Q1
AMERIPRISE FINANCIAL INC added87,418$54M0.4%2026-Q1
WASHINGTON TRUST Co trimmed85,504$53M0.4%2026-Q1
Atlantic Union Bankshares Corp trimmed84,363$52M0.4%2026-Q1
MIRAE ASSET SECURITIES (USA) INC. trimmed83,318$51M0.4%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added80,527$50M0.4%2026-Q1
OSAIC HOLDINGS, INC. trimmed75,901$47M0.4%2026-Q1
BLAIR WILLIAM & CO/IL added75,677$47M0.4%2026-Q1
Henshaw Capital LLC75,050$46M0.4%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added72,103$44M0.3%2026-Q1
CAPTRUST FINANCIAL ADVISORS trimmed67,864$42M0.3%2026-Q1
BARTLETT & CO. WEALTH MANAGEMENT LLC trimmed63,092$42M0.3%2026-Q1
Portland Global Advisors LLC trimmed65,441$40M0.3%2026-Q1
WHITTIER TRUST CO OF NEVADA INC trimmed63,514$40M0.3%2026-Q1
Midwest Trust Co trimmed63,739$39M0.3%2026-Q1
SMITH, MOORE & CO. added61,527$38M0.3%2026-Q1
Madison Asset Management, LLC trimmed59,247$37M0.3%2026-Q1
CITIZENS FINANCIAL GROUP INC/RI trimmed59,036$36M0.3%2026-Q1
PITTENGER & ANDERSON INC trimmed58,782$36M0.3%2026-Q1
PINNACLE ASSOCIATES LTD trimmed57,380$35M0.3%2026-Q1
MassMutual Private Wealth & Trust, FSB trimmed57,054$35M0.3%2026-Q1
Rockefeller Capital Management L.P. added56,520$35M0.3%2026-Q1
OFS Enterprise LLC new56,110$35M0.3%2026-Q1
MetLife Investment Management, LLC added55,700$34M0.3%2026-Q1
Lido Advisors, LLC trimmed54,342$34M0.3%2026-Q1
Baird Financial Group, Inc. added53,888$33M0.3%2026-Q1
SummitTX Capital, L.P. added53,484$33M0.2%2026-Q1
CITIGROUP INC added51,445$32M0.2%2026-Q1
SCS Capital Management LLC trimmed50,341$31M0.2%2026-Q1
Crewe Advisors LLC50,125$31M0.2%2026-Q1
PEAPACK GLADSTONE FINANCIAL CORP trimmed49,887$31M0.2%2026-Q1
HERITAGE INVESTORS MANAGEMENT CORP trimmed49,152$30M0.2%2026-Q1
Chicago Partners Investment Group LLC added45,646$30M0.2%2026-Q1
GTS SECURITIES LLC added47,969$30M0.2%2026-Q1
FIFTH THIRD BANCORP added47,882$30M0.2%2026-Q1
Pinnacle Financial Partners, Inc. added47,547$29M0.2%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed45,685$28M0.2%2026-Q1
CUMBERLAND ADVISORS INC added44,807$28M0.2%2026-Q1
Janney Montgomery Scott LLC trimmed44,437$27M0.2%2026-Q1
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. trimmed44,301$27M0.2%2026-Q1
IFG Advisors, LLC trimmed44,274$27M0.2%2026-Q1
MILLENNIUM MANAGEMENT LLC added44,240$27M0.2%2026-Q1
LCM Capital Management Inc added43,713$27M0.2%2026-Q1
Clearstead Advisors, LLC trimmed43,688$27M0.2%2026-Q1
Klingman & Associates, LLC trimmed41,668$26M0.2%2026-Q1
Ascent Wealth Partners, LLC trimmed41,532$26M0.2%2026-Q1
Tandem Wealth Advisors LLC trimmed40,661$25M0.2%2026-Q1
MARSHALL WACE, LLP added40,412$25M0.2%2026-Q1
MOORE CAPITAL MANAGEMENT, LP trimmed340,000$203M1.5%2025-Q3 stale
Hancock Prospecting Pty Ltd new2,875,190$147M1.1%2025-Q1 stale
FineMark National Bank & Trust trimmed116,109$70M0.5%2025-Q4 stale
Sandy Spring Bank trimmed92,031$49M0.4%2025-Q1 stale
Divergent Planning, LLC added76,242$47M0.4%2025-Q4 stale
SPX Gestao de Recursos Ltda trimmed86,698$46M0.4%2025-Q1 stale
Starr Indemnity & Liability Co new67,400$36M0.3%2025-Q1 stale
Oldfather Financial Services, LLC added55,249$33M0.3%2025-Q4 stale
COMERICA BANK added43,694$26M0.2%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