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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ trimmed | 2,047,984 | $1.3B | 9.6% | 2026-Q1 |
| MORGAN STANLEY added | 1,543,597 | $952M | 7.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 1,193,336 | $736M | 5.6% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 1,061,192 | $655M | 5.0% | 2026-Q1 |
| US BANCORP \DE\ trimmed | 969,958 | $598M | 4.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 881,942 | $544M | 4.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 864,768 | $533M | 4.0% | 2026-Q1 |
| Pathstone Holdings, LLC trimmed | 840,196 | $518M | 3.9% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 699,307 | $431M | 3.3% | 2026-Q1 |
| UBS Group AG added | 640,509 | $395M | 3.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 497,191 | $307M | 2.3% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 488,938 | $302M | 2.3% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 352,500 | $217M | 1.6% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 317,029 | $196M | 1.5% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 299,723 | $185M | 1.4% | 2026-Q1 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed | 298,766 | $184M | 1.4% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 304,162 | $182M | 1.4% | 2026-Q1 |
| MAI Capital Management trimmed | 264,073 | $163M | 1.2% | 2026-Q1 |
| Creative Planning trimmed | 248,681 | $153M | 1.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 251,130 | $152M | 1.1% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 235,008 | $145M | 1.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 234,686 | $145M | 1.1% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 229,855 | $142M | 1.1% | 2026-Q1 |
| Arvest Bank Trust Division trimmed | 227,616 | $140M | 1.1% | 2026-Q1 |
| Conservest Capital Advisors, Inc. trimmed | 211,706 | $131M | 1.0% | 2026-Q1 |
| LPL Financial LLC trimmed | 163,404 | $101M | 0.8% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 162,619 | $100M | 0.8% | 2026-Q1 |
| Welch & Forbes LLC trimmed | 161,554 | $100M | 0.8% | 2026-Q1 |
| Generali Asset Management SPA SGR new | 158,983 | $98M | 0.7% | 2026-Q1 |
| WADDELL & ASSOCIATES, LLC added | 153,603 | $95M | 0.7% | 2026-Q1 |
| SG Americas Securities, LLC added | 153,398 | $95M | 0.7% | 2026-Q1 |
| COMMERCE BANK added | 141,154 | $87M | 0.7% | 2026-Q1 |
| Cerity Partners LLC added | 138,738 | $86M | 0.6% | 2026-Q1 |
| WHITTIER TRUST CO added | 133,073 | $83M | 0.6% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 124,317 | $77M | 0.6% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 118,348 | $73M | 0.6% | 2026-Q1 |
| Hills Bank & Trust Co trimmed | 115,410 | $71M | 0.5% | 2026-Q1 |
| EP Wealth Advisors, LLC added | 111,747 | $69M | 0.5% | 2026-Q1 |
| BROWN ADVISORY INC trimmed | 111,398 | $69M | 0.5% | 2026-Q1 |
| Focus Partners Wealth trimmed | 107,744 | $67M | 0.5% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 106,846 | $66M | 0.5% | 2026-Q1 |
| Mariner, LLC added | 106,752 | $66M | 0.5% | 2026-Q1 |
| MONTAG A & ASSOCIATES INC added | 104,126 | $64M | 0.5% | 2026-Q1 |
| Cetera Investment Advisers added | 89,367 | $55M | 0.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 87,418 | $54M | 0.4% | 2026-Q1 |
| WASHINGTON TRUST Co trimmed | 85,504 | $53M | 0.4% | 2026-Q1 |
| Atlantic Union Bankshares Corp trimmed | 84,363 | $52M | 0.4% | 2026-Q1 |
| MIRAE ASSET SECURITIES (USA) INC. trimmed | 83,318 | $51M | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 80,527 | $50M | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 75,901 | $47M | 0.4% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL added | 75,677 | $47M | 0.4% | 2026-Q1 |
| Henshaw Capital LLC | 75,050 | $46M | 0.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 72,103 | $44M | 0.3% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 67,864 | $42M | 0.3% | 2026-Q1 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC trimmed | 63,092 | $42M | 0.3% | 2026-Q1 |
| Portland Global Advisors LLC trimmed | 65,441 | $40M | 0.3% | 2026-Q1 |
| WHITTIER TRUST CO OF NEVADA INC trimmed | 63,514 | $40M | 0.3% | 2026-Q1 |
| Midwest Trust Co trimmed | 63,739 | $39M | 0.3% | 2026-Q1 |
| SMITH, MOORE & CO. added | 61,527 | $38M | 0.3% | 2026-Q1 |
| Madison Asset Management, LLC trimmed | 59,247 | $37M | 0.3% | 2026-Q1 |
| CITIZENS FINANCIAL GROUP INC/RI trimmed | 59,036 | $36M | 0.3% | 2026-Q1 |
| PITTENGER & ANDERSON INC trimmed | 58,782 | $36M | 0.3% | 2026-Q1 |
| PINNACLE ASSOCIATES LTD trimmed | 57,380 | $35M | 0.3% | 2026-Q1 |
| MassMutual Private Wealth & Trust, FSB trimmed | 57,054 | $35M | 0.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 56,520 | $35M | 0.3% | 2026-Q1 |
| OFS Enterprise LLC new | 56,110 | $35M | 0.3% | 2026-Q1 |
| MetLife Investment Management, LLC added | 55,700 | $34M | 0.3% | 2026-Q1 |
| Lido Advisors, LLC trimmed | 54,342 | $34M | 0.3% | 2026-Q1 |
| Baird Financial Group, Inc. added | 53,888 | $33M | 0.3% | 2026-Q1 |
| SummitTX Capital, L.P. added | 53,484 | $33M | 0.2% | 2026-Q1 |
| CITIGROUP INC added | 51,445 | $32M | 0.2% | 2026-Q1 |
| SCS Capital Management LLC trimmed | 50,341 | $31M | 0.2% | 2026-Q1 |
| Crewe Advisors LLC | 50,125 | $31M | 0.2% | 2026-Q1 |
| PEAPACK GLADSTONE FINANCIAL CORP trimmed | 49,887 | $31M | 0.2% | 2026-Q1 |
| HERITAGE INVESTORS MANAGEMENT CORP trimmed | 49,152 | $30M | 0.2% | 2026-Q1 |
| Chicago Partners Investment Group LLC added | 45,646 | $30M | 0.2% | 2026-Q1 |
| GTS SECURITIES LLC added | 47,969 | $30M | 0.2% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 47,882 | $30M | 0.2% | 2026-Q1 |
| Pinnacle Financial Partners, Inc. added | 47,547 | $29M | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 45,685 | $28M | 0.2% | 2026-Q1 |
| CUMBERLAND ADVISORS INC added | 44,807 | $28M | 0.2% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 44,437 | $27M | 0.2% | 2026-Q1 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. trimmed | 44,301 | $27M | 0.2% | 2026-Q1 |
| IFG Advisors, LLC trimmed | 44,274 | $27M | 0.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 44,240 | $27M | 0.2% | 2026-Q1 |
| LCM Capital Management Inc added | 43,713 | $27M | 0.2% | 2026-Q1 |
| Clearstead Advisors, LLC trimmed | 43,688 | $27M | 0.2% | 2026-Q1 |
| Klingman & Associates, LLC trimmed | 41,668 | $26M | 0.2% | 2026-Q1 |
| Ascent Wealth Partners, LLC trimmed | 41,532 | $26M | 0.2% | 2026-Q1 |
| Tandem Wealth Advisors LLC trimmed | 40,661 | $25M | 0.2% | 2026-Q1 |
| MARSHALL WACE, LLP added | 40,412 | $25M | 0.2% | 2026-Q1 |
| MOORE CAPITAL MANAGEMENT, LP trimmed | 340,000 | $203M | 1.5% | 2025-Q3 stale |
| Hancock Prospecting Pty Ltd new | 2,875,190 | $147M | 1.1% | 2025-Q1 stale |
| FineMark National Bank & Trust trimmed | 116,109 | $70M | 0.5% | 2025-Q4 stale |
| Sandy Spring Bank trimmed | 92,031 | $49M | 0.4% | 2025-Q1 stale |
| Divergent Planning, LLC added | 76,242 | $47M | 0.4% | 2025-Q4 stale |
| SPX Gestao de Recursos Ltda trimmed | 86,698 | $46M | 0.4% | 2025-Q1 stale |
| Starr Indemnity & Liability Co new | 67,400 | $36M | 0.3% | 2025-Q1 stale |
| Oldfather Financial Services, LLC added | 55,249 | $33M | 0.3% | 2025-Q4 stale |
| COMERICA BANK added | 43,694 | $26M | 0.2% | 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.
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.