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Institutional Ownership · SEC Form 13F

Who owns Maui Land & Pineapple Company (MLP)


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

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

65
Institutional holders
5M
Shares held (tracked funds)
23.7%
Of shares outstanding

How the tape is positioned

The tracked-fund tape on MLP is one-sided between 2026-Q1 and 2026-Q2: 7 added or opened and 1 trimmed or exited — on balance accumulating.

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

MLP’s largest tracked holder by dollar value, VALUEWORKS LLC, sizes it at 4.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in MLP 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 2026-Q1 and 2026-Q2, across 65 tracked filers holding MLP, 23 increased or opened the position and 32 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 MLP between the 2026-Q1 and 2026-Q2 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 1

  • TSP Capital Management Group, LLC$20M

Full exits 1

  • RAYMOND JAMES FINANCIAL INC$1M

Largest adds

  • VALUEWORKS LLC$4M
  • BlackRock, Inc.$2M
  • VANGUARD CAPITAL MANAGEMENT LLC$624K
  • GEODE CAPITAL MANAGEMENT, LLC$600K
  • OPPENHEIMER & CO INC$416K
  • Dauntless Investment Group, LLC$261K

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
VALUEWORKS LLC added1,237,759$22M22.0%2026-Q2
TSP Capital Management Group, LLC trimmed1,098,901$20M19.5%2026-Q2
BlackRock, Inc. added562,105$10M10.0%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC trimmed317,170$6M5.6%2026-Q2
OPPENHEIMER & CO INC trimmed191,558$3M3.4%2026-Q2
Nokomis Capital, L.L.C. trimmed175,598$3M3.1%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added166,205$3M3.0%2026-Q2
DIMENSIONAL FUND ADVISORS LP trimmed148,180$3M2.6%2026-Q2
STATE STREET CORP trimmed109,227$2M1.9%2026-Q2
RENAISSANCE TECHNOLOGIES LLC trimmed92,549$2M1.6%2026-Q2
Crawford Fund Management, LLC trimmed77,633$1M1.4%2026-Q2
VANGUARD FIDUCIARY TRUST CO added56,027$996K1.0%2026-Q2
NORTHERN TRUST CORP added55,262$983K1.0%2026-Q2
LANARK FINANCIAL, INC.44,140$785K0.8%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added43,924$781K0.8%2026-Q2
CastleKnight Management LP31,500$560K0.6%2026-Q2
Nuveen, LLC28,866$513K0.5%2026-Q2
ALLIANCEBERNSTEIN L.P. new27,264$420K0.4%2026-Q2
Cannell & Spears LLC22,770$405K0.4%2026-Q2
BRIDGEWAY CAPITAL MANAGEMENT, LLC22,208$395K0.4%2026-Q2
Dauntless Investment Group, LLC added19,362$344K0.3%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed18,124$322K0.3%2026-Q2
STEINBERGANNA WEALTH MANAGEMENT added16,840$299K0.3%2026-Q2
GOLDMAN SACHS GROUP INC added15,480$275K0.3%2026-Q2
Bank of New York Mellon Corp trimmed14,074$250K0.3%2026-Q2
UBS Group AG trimmed13,747$244K0.2%2026-Q2
Allspring Global Investments Holdings, LLC trimmed10,006$177K0.2%2026-Q2
WELLS FARGO & COMPANY/MN added5,854$104K0.1%2026-Q2
ROYAL BANK OF CANADA added5,645$100K0.1%2026-Q2
RHUMBLINE ADVISERS trimmed5,517$98K0.1%2026-Q2
MORGAN STANLEY trimmed5,471$97K0.1%2026-Q2
DEUTSCHE BANK AG\ trimmed4,759$85K0.1%2026-Q2
Russell Investments Group, Ltd. added4,439$79K0.1%2026-Q2
JPMORGAN CHASE & CO trimmed4,268$77K0.1%2026-Q2
Vanguard Global Advisers, LLC3,056$54K0.1%2026-Q2
CITIGROUP INC added3,001$53K0.1%2026-Q2
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed2,955$53K0.1%2026-Q2
NEW YORK STATE COMMON RETIREMENT FUND2,866$51K0.1%2026-Q2
BFSG, LLC2,738$49K0.0%2026-Q2
OSAIC HOLDINGS, INC.1,989$35K0.0%2026-Q2
Police & Firemen's Retirement System of New Jersey1,924$34K0.0%2026-Q2
STRS OHIO1,500$27K0.0%2026-Q2
BNP PARIBAS FINANCIAL MARKETS trimmed1,181$21K0.0%2026-Q2
Tower Research Capital LLC (TRC) trimmed1,167$21K0.0%2026-Q2
BARCLAYS PLC trimmed809$14K0.0%2026-Q2
Ameritas Investment Partners, Inc.623$11K0.0%2026-Q2
Legal & General Group Plc605$11K0.0%2026-Q2
FMR LLC added528$9K0.0%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC524$9K0.0%2026-Q2
NISA INVESTMENT ADVISORS, LLC trimmed435$8K0.0%2026-Q2
Integrated Wealth Concepts LLC new311$6K0.0%2026-Q2
SBI Securities Co., Ltd.155$3K0.0%2026-Q2
Arax Advisory Partners added90$2K0.0%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed88$2K0.0%2026-Q2
GAMMA Investing LLC trimmed54$9600.0%2026-Q2
Sterling Capital Management LLC trimmed20$3560.0%2026-Q2
Meramec Financial Planners, LLC16$2770.0%2026-Q2
Essential Partners LLC9$1600.0%2026-Q2
Allworth Financial LP5$890.0%2026-Q2
Optiver Holding B.V. trimmed4$710.0%2026-Q2
IFP Advisors, Inc added2$360.0%2026-Q2
EverSource Wealth Advisors, LLC trimmed2$360.0%2026-Q2
Clearstead Advisors, LLC new1$180.0%2026-Q2
Caitong International Asset Management Co., Ltd new1$180.0%2026-Q2
SJS Investment Consulting Inc. new1$180.0%2026-Q2
RAYMOND JAMES FINANCIAL INC added76,325$1M1.2%2026-Q1 stale (1 quarter behind)
GSA CAPITAL PARTNERS LLP added14,269$220K0.2%2026-Q1 stale (1 quarter behind)
Oakum Bay Capital LLC3,000$46K0.0%2026-Q1 stale (1 quarter behind)
CWM, LLC added127$2K0.0%2026-Q1 stale (1 quarter behind)
Farther Finance Advisors, LLC54$8690.0%2026-Q1 stale (1 quarter behind)
Physician Wealth Advisors, Inc. new32$4930.0%2026-Q1 stale (1 quarter behind)
Sunbelt Securities, Inc.3$460.0%2026-Q1 stale (1 quarter behind)
Root Financial Partners, LLC new1$150.0%2026-Q1 stale (1 quarter behind)
VANGUARD GROUP INC added395,256$7M6.7%2025-Q4 stale (2 quarters behind)
Journey Advisory Group, LLC trimmed67,918$1M1.1%2025-Q4 stale (2 quarters behind)
CITADEL ADVISORS LLC added35,929$609K0.6%2025-Q4 stale (2 quarters behind)
JANE STREET GROUP, LLC trimmed11,195$190K0.2%2025-Q4 stale (2 quarters behind)
BANK OF AMERICA CORP /DE/ added8,610$146K0.1%2025-Q4 stale (2 quarters behind)
AMALGAMATED BANK trimmed214$4K0.0%2025-Q4 stale (2 quarters behind)
Motiv8 Investments LLC new100$2K0.0%2025-Q4 stale (2 quarters behind)
Comprehensive Financial Management LLC344,828$6M6.4%2025-Q3 stale (3 quarters behind)
Diametric Capital, LP trimmed10,851$202K0.2%2025-Q3 stale (3 quarters behind)
Union Bancaire Privee, UBP SA950$18K0.0%2025-Q3 stale (3 quarters behind)
PNC Financial Services Group, Inc. added347$6K0.0%2025-Q3 stale (3 quarters behind)
FIFTH THIRD BANCORP276$5K0.0%2025-Q3 stale (3 quarters behind)
Covestor Ltd14—0.0%2025-Q3 stale (3 quarters behind)
BESSEMER GROUP INC2,875$52K0.1%2025-Q2 stale (4 quarters behind)
SIERRA OCEAN, LLC67$1K0.0%2025-Q2 stale (4 quarters behind)
True Wealth Design, LLC trimmed1$190.0%2025-Q2 stale (4 quarters behind)
CONCOURSE FINANCIAL GROUP SECURITIES, INC.0—0.0%2025-Q2 stale (4 quarters behind)

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