Who owns Vail Resorts (MTN)
Which tracked institutional funds hold MTN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MTN 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.
How the tape is positioned
111 tracked funds added or opened MTN while 90 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
MTN’s largest tracked holder by dollar value, BAMCO INC /NY/, sizes it at 1.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in MTN 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 411 tracked filers holding MTN, 214 increased or opened the position and 240 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 MTN 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 22
- WELLINGTON MANAGEMENT GROUP LLP$23M
- Lodge Hill Capital, LLC$12M
- BRADLEY FOSTER & SARGENT INC/CT$7M
- Tenere Capital LLC$6M
- Slagle Financial, LLC$4M
- Quadrature Capital Ltd$4M
Full exits 46
- EMINENCE CAPITAL, LP$92M
- HighTower Advisors, LLC$75M
- NOMURA HOLDINGS INC$36M
- HRT FINANCIAL LP$14M
- Michelson Medical Research Foundation, Inc.$11M
- NORDEA INVESTMENT MANAGEMENT AB$10M
Largest adds
- BAMCO INC /NY/$243M
- UBS Group AG$113M
- BlackRock, Inc.$66M
- Oasis Management Co Ltd.$49M
- GOLDMAN SACHS GROUP INC$41M
- First Pacific Advisors, LP$27M
Largest trims
- NORGES BANK$33M
- MORGAN STANLEY$32M
- D. E. Shaw & Co., Inc.$18M
- Artisan Partners Limited Partnership$13M
- KETTLE HILL CAPITAL MANAGEMENT, LLC$12M
- Clearline Capital LP$11M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BAMCO INC /NY/ added | 6,536,697 | $890M | 15.0% | 2026-Q2 |
| Capital World Investors trimmed | 4,355,882 | $593M | 10.0% | 2026-Q2 |
| Capital International Investors trimmed | 3,820,106 | $520M | 8.8% | 2026-Q2 |
| BlackRock, Inc. added | 3,413,234 | $465M | 7.8% | 2026-Q2 |
| Oasis Management Co Ltd. added | 2,329,018 | $317M | 5.3% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,731,537 | $236M | 4.0% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 1,699,568 | $231M | 3.9% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 1,603,278 | $218M | 3.7% | 2026-Q2 |
| UBS Group AG added | 1,506,153 | $205M | 3.5% | 2026-Q2 |
| First Pacific Advisors, LP added | 1,304,959 | $178M | 3.0% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,299,918 | $177M | 3.0% | 2026-Q2 |
| FMR LLC trimmed | 1,182,076 | $161M | 2.7% | 2026-Q2 |
| STATE STREET CORP added | 1,136,937 | $157M | 2.6% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 965,246 | $131M | 2.2% | 2026-Q2 |
| HARRIS ASSOCIATES L P added | 764,385 | $104M | 1.8% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 666,756 | $91M | 1.5% | 2026-Q2 |
| MORGAN STANLEY trimmed | 495,212 | $67M | 1.1% | 2026-Q2 |
| River Road Asset Management, LLC trimmed | 494,437 | $67M | 1.1% | 2026-Q2 |
| NORTHERN TRUST CORP added | 479,018 | $65M | 1.1% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 407,222 | $55M | 0.9% | 2026-Q2 |
| Epoch Investment Partners, Inc. added | 398,151 | $54M | 0.9% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 365,398 | $50M | 0.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 351,168 | $48M | 0.8% | 2026-Q2 |
| CRAMER ROSENTHAL MCGLYNN LLC added | 271,836 | $37M | 0.6% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 229,409 | $31M | 0.5% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 215,596 | $29M | 0.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 212,537 | $29M | 0.5% | 2026-Q2 |
| Gotham Asset Management, LLC added | 168,485 | $23M | 0.4% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 168,028 | $23M | 0.4% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 165,229 | $22M | 0.4% | 2026-Q2 |
| Aperture Investors, LLC added | 160,937 | $22M | 0.4% | 2026-Q2 |
| Artisan Partners Limited Partnership trimmed | 156,177 | $21M | 0.4% | 2026-Q2 |
| NORGES BANK trimmed | 155,358 | $21M | 0.4% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 147,214 | $20M | 0.3% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 140,884 | $19M | 0.3% | 2026-Q2 |
| RICE HALL JAMES & ASSOCIATES, LLC added | 117,085 | $16M | 0.3% | 2026-Q2 |
| LONDON CO OF VIRGINIA trimmed | 111,532 | $15M | 0.3% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 110,731 | $15M | 0.3% | 2026-Q2 |
| ALPS ADVISORS INC added | 110,361 | $15M | 0.3% | 2026-Q2 |
| WESTWOOD HOLDINGS GROUP INC trimmed | 109,742 | $15M | 0.3% | 2026-Q2 |
| ARIEL INVESTMENTS, LLC trimmed | 109,130 | $15M | 0.3% | 2026-Q2 |
| KETTLE HILL CAPITAL MANAGEMENT, LLC trimmed | 109,040 | $15M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 108,877 | $15M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 106,026 | $14M | 0.2% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 105,695 | $14M | 0.2% | 2026-Q2 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added | 104,743 | $14M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 104,491 | $14M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 94,738 | $13M | 0.2% | 2026-Q2 |
| Marathon Asset Management Ltd trimmed | 91,699 | $13M | 0.2% | 2026-Q2 |
| Lodge Hill Capital, LLC new | 90,000 | $12M | 0.2% | 2026-Q2 |
| Eldred Rock Partners, LLC added | 87,702 | $12M | 0.2% | 2026-Q2 |
| NEEDHAM INVESTMENT MANAGEMENT LLC added | 84,500 | $12M | 0.2% | 2026-Q2 |
| IAT REINSURANCE CO LTD. | 84,000 | $7M | 0.1% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 80,587 | $11M | 0.2% | 2026-Q2 |
| Ceredex Value Advisors LLC added | 77,375 | $11M | 0.2% | 2026-Q2 |
| PERRY CREEK CAPITAL LP | 76,246 | $10M | 0.2% | 2026-Q2 |
| Capital International, Inc./CA/ trimmed | 75,870 | $10M | 0.2% | 2026-Q2 |
| Invenomic Capital Management LP trimmed | 75,225 | $10M | 0.2% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 73,900 | $10M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 71,500 | $10M | 0.2% | 2026-Q2 |
| Nuveen, LLC added | 70,163 | $10M | 0.2% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 69,532 | $9M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 69,415 | $9M | 0.2% | 2026-Q2 |
| Invesco Ltd. added | 69,356 | $9M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 69,010 | $10M | 0.2% | 2026-Q2 |
| FIRETRAIL INVESTMENTS PTY LTD trimmed | 66,330 | $9M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 58,099 | $8M | 0.1% | 2026-Q2 |
| Orvieto Partners, L.P. added | 58,000 | $8M | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 57,422 | $8M | 0.1% | 2026-Q2 |
| HUNTINGTON NATIONAL BANK trimmed | 56,991 | $8M | 0.1% | 2026-Q2 |
| Legal & General Group Plc added | 54,462 | $7M | 0.1% | 2026-Q2 |
| BRADLEY FOSTER & SARGENT INC/CT added | 52,117 | $7M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 48,643 | $6M | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 45,261 | $6M | 0.1% | 2026-Q2 |
| Empowered Funds, LLC added | 44,401 | $6M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 44,306 | $6M | 0.1% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 43,552 | $6M | 0.1% | 2026-Q2 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC trimmed | 43,413 | $6M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 41,422 | $6M | 0.1% | 2026-Q2 |
| TD Asset Management Inc trimmed | 41,158 | $6M | 0.1% | 2026-Q2 |
| Tenere Capital LLC new | 40,724 | $6M | 0.1% | 2026-Q2 |
| PEREGRINE CAPITAL MANAGEMENT LLC added | 40,592 | $6M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 40,540 | $6M | 0.1% | 2026-Q2 |
| WORLDQUANT MILLENNIUM ADVISORS LLC added | 39,446 | $5M | 0.1% | 2026-Q2 |
| Retirement Systems of Alabama trimmed | 36,855 | $5M | 0.1% | 2026-Q2 |
| Clearline Capital LP trimmed | 35,050 | $5M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 34,276 | $5M | 0.1% | 2026-Q2 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed | 34,082 | $5M | 0.1% | 2026-Q2 |
| MAC Alpha Capital Management, LP added | 33,700 | $5M | 0.1% | 2026-Q2 |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 32,000 | $4M | 0.1% | 2026-Q2 |
| Slagle Financial, LLC new | 30,796 | $4M | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 30,736 | $4M | 0.1% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. added | 29,777 | $4M | 0.1% | 2026-Q2 |
| Quadrature Capital Ltd added | 29,738 | $4M | 0.1% | 2026-Q2 |
| KING LUTHER CAPITAL MANAGEMENT CORP trimmed | 28,508 | $4M | 0.1% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 28,269 | $4M | 0.1% | 2026-Q2 |
| Ilex Capital Partners (UK) LLP added | 28,158 | $4M | 0.1% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 28,041 | $4M | 0.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 28,018 | $4M | 0.1% | 2026-Q2 |
| PYA Waltman Capital, LLC added | 27,733 | $4M | 0.1% | 2026-Q2 |
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.