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Institutional Ownership · SEC Form 13F

Who owns MTW (MTW)


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

170
Institutional holders
28,696,370
Shares held (tracked funds)
80.9%
Of shares outstanding

How the tape is positioned

25 tracked funds added or opened MTW while 25 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

MTW’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes MTW more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in MTW 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 170 tracked filers holding MTW, 90 increased or opened the position and 77 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 MTW 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 6

  • VANGUARD CAPITAL MANAGEMENT LLC$17M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$4M
  • VANGUARD FIDUCIARY TRUST CO$3M
  • ALGERT GLOBAL LLC$3M
  • Vanguard Global Advisers, LLC$853K
  • XTX Topco Ltd$596K

Full exits 6

  • VANGUARD GROUP INC$26M
  • TWO SIGMA ADVISERS, LP$2M
  • TCW GROUP INC$2M
  • PRUDENTIAL FINANCIAL INC$917K
  • Brandywine Global Investment Management, LLC$878K
  • PRINCIPAL FINANCIAL GROUP INC$676K

Largest adds

  • TWO SIGMA INVESTMENTS, LP$5M
  • ACADIAN ASSET MANAGEMENT LLC$4M
  • GOLDMAN SACHS GROUP INC$2M
  • CITADEL ADVISORS LLC$2M
  • IES Holdings, Inc.$1M
  • ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$1M

Largest trims

  • CHARLES SCHWAB INVESTMENT MANAGEMENT INC$2M
  • BlackRock, Inc.$2M
  • D. E. Shaw & Co., Inc.$1M
  • MORGAN STANLEY$1M
  • MARSHALL WACE, LLP$969K
  • TUDOR INVESTMENT CORP ET AL$917K

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
BlackRock, Inc. trimmed3,798,222$44M11.8%2026-Q1
Front Street Capital Management, Inc. added3,321,784$39M10.3%2026-Q1
DIMENSIONAL FUND ADVISORS LP added1,938,750$23M6.0%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new1,490,172$17M4.6%2026-Q1
IES Holdings, Inc. added1,362,485$16M4.2%2026-Q1
ACADIAN ASSET MANAGEMENT LLC added1,076,246$13M3.3%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed877,024$10M2.7%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added851,788$10M2.6%2026-Q1
First Eagle Investment Management, LLC added846,185$10M2.6%2026-Q1
KENNEDY CAPITAL MANAGEMENT LLC trimmed799,736$9M2.5%2026-Q1
STATE STREET CORP added765,904$9M2.4%2026-Q1
MORGAN STANLEY trimmed692,407$8M2.2%2026-Q1
TWO SIGMA INVESTMENTS, LP added612,139$7M1.9%2026-Q1
GOLDMAN SACHS GROUP INC added537,017$6M1.7%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added401,100$5M1.2%2026-Q1
JPMORGAN CHASE & CO added396,171$4M1.2%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new372,125$4M1.2%2026-Q1
GAMCO INVESTORS, INC. ET AL trimmed366,709$4M1.1%2026-Q1
AMERICAN CENTURY COMPANIES INC trimmed335,074$4M1.0%2026-Q1
VOYA INVESTMENT MANAGEMENT LLC trimmed329,034$4M1.0%2026-Q1
BRIDGEWAY CAPITAL MANAGEMENT, LLC added321,323$4M1.0%2026-Q1
D. E. Shaw & Co., Inc. trimmed314,821$4M1.0%2026-Q1
AQR CAPITAL MANAGEMENT LLC added300,305$3M0.9%2026-Q1
CSM Advisors, LLC added284,820$3M0.9%2026-Q1
NORTHERN TRUST CORP added273,771$3M0.9%2026-Q1
JACOBS LEVY EQUITY MANAGEMENT, INC added252,899$3M0.8%2026-Q1
Groupe la Francaise trimmed245,663$3M0.8%2026-Q1
Russell Investments Group, Ltd. added235,577$3M0.7%2026-Q1
VANGUARD FIDUCIARY TRUST CO new234,802$3M0.7%2026-Q1
Jefferies Financial Group Inc. added228,143$3M0.7%2026-Q1
Empowered Funds, LLC added224,437$3M0.7%2026-Q1
ALGERT GLOBAL LLC added220,312$3M0.7%2026-Q1
Point72 Asset Management, L.P. added188,176$2M0.6%2026-Q1
MARSHALL WACE, LLP trimmed185,875$2M0.6%2026-Q1
CITADEL ADVISORS LLC added160,841$2M0.5%2026-Q1
FEDERATED HERMES, INC. added158,050$2M0.5%2026-Q1
MILLENNIUM MANAGEMENT LLC added155,725$2M0.5%2026-Q1
Fisher Asset Management, LLC added148,187$2M0.5%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added146,475$2M0.5%2026-Q1
LAZARD ASSET MANAGEMENT LLC added137,922$2M0.4%2026-Q1
PANAGORA ASSET MANAGEMENT INC added121,039$1M0.4%2026-Q1
FRANKLIN RESOURCES INC added119,660$1M0.4%2026-Q1
Bank of New York Mellon Corp trimmed115,260$1M0.4%2026-Q1
FIRST TRUST ADVISORS LP added112,797$1M0.4%2026-Q1
Strong Tower Advisory Services added95,015$1M0.3%2026-Q1
Nuveen, LLC added86,110$1M0.3%2026-Q1
ROYAL BANK OF CANADA added84,508$984K0.3%2026-Q1
Invesco Ltd. added81,757$952K0.3%2026-Q1
GABELLI FUNDS LLC trimmed79,200$923K0.2%2026-Q1
GSA CAPITAL PARTNERS LLP trimmed78,394$913K0.2%2026-Q1
Trexquant Investment LP trimmed74,749$871K0.2%2026-Q1
Vanguard Global Advisers, LLC new73,186$853K0.2%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed72,925$850K0.2%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added69,740$812K0.2%2026-Q1
Skylands Capital, LLC added68,655$800K0.2%2026-Q1
HSBC HOLDINGS PLC trimmed65,758$756K0.2%2026-Q1
STATE OF WISCONSIN INVESTMENT BOARD trimmed64,624$753K0.2%2026-Q1
Assenagon Asset Management S.A. trimmed63,069$735K0.2%2026-Q1
Associated Banc-Corp56,982$664K0.2%2026-Q1
SEI INVESTMENTS CO added56,581$659K0.2%2026-Q1
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM added54,738$638K0.2%2026-Q1
Quantinno Capital Management LP added54,639$637K0.2%2026-Q1
SummerHaven Investment Management, LLC trimmed54,403$634K0.2%2026-Q1
BARCLAYS PLC trimmed53,753$626K0.2%2026-Q1
XTX Topco Ltd added51,118$596K0.2%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added50,982$594K0.2%2026-Q1
AMERIPRISE FINANCIAL INC trimmed48,189$561K0.1%2026-Q1
LSV ASSET MANAGEMENT trimmed47,837$557K0.1%2026-Q1
RENAISSANCE TECHNOLOGIES LLC trimmed47,244$550K0.1%2026-Q1
RHUMBLINE ADVISERS trimmed44,754$521K0.1%2026-Q1
POLEN CAPITAL MANAGEMENT LLC new39,879$465K0.1%2026-Q1
Jump Financial, LLC added38,028$443K0.1%2026-Q1
DEUTSCHE BANK AG\ added37,220$434K0.1%2026-Q1
JANE STREET GROUP, LLC added36,950$430K0.1%2026-Q1
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC trimmed36,188$422K0.1%2026-Q1
PDT Partners, LLC trimmed33,726$393K0.1%2026-Q1
STRS OHIO32,900$383K0.1%2026-Q1
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added32,187$375K0.1%2026-Q1
UBS Group AG trimmed31,005$361K0.1%2026-Q1
Engineers Gate Manager LP added29,878$348K0.1%2026-Q1
Vise Technologies, Inc.27,877$334K0.1%2026-Q1
EntryPoint Capital, LLC added28,667$334K0.1%2026-Q1
VANGUARD GROUP INC added2,153,864$26M6.9%2025-Q4 stale
VICTORY CAPITAL MANAGEMENT INC added613,345$7M2.0%2025-Q2 stale
TWO SIGMA ADVISERS, LP trimmed201,900$2M0.6%2025-Q4 stale
TCW GROUP INC added197,880$2M0.6%2025-Q4 stale
ISTHMUS PARTNERS, LLC added193,640$2M0.4%2025-Q1 stale
Y-Intercept (Hong Kong) Ltd added98,095$982K0.3%2025-Q3 stale
PRUDENTIAL FINANCIAL INC added76,445$917K0.2%2025-Q4 stale
Brandywine Global Investment Management, LLC trimmed73,190$878K0.2%2025-Q4 stale
Cubist Systematic Strategies, LLC trimmed76,802$769K0.2%2025-Q3 stale
PRINCIPAL FINANCIAL GROUP INC added56,400$676K0.2%2025-Q4 stale
Connor, Clark & Lunn Investment Management Ltd. added55,658$669K0.2%2025-Q2 stale
Hodges Capital Management Inc. trimmed60,860$523K0.1%2025-Q1 stale
ARISTEIA CAPITAL, L.L.C. new57,488$494K0.1%2025-Q1 stale
Man Group plc added32,367$389K0.1%2025-Q2 stale
Dynamic Technology Lab Private Ltd added44,224$380K0.1%2025-Q1 stale
Covestor Ltd new28,349$340K0.1%2025-Q4 stale
OCCUDO QUANTITATIVE STRATEGIES LP added26,227$315K0.1%2025-Q2 stale
SIMPLEX TRADING, LLC added25,880$311K0.1%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.

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