Who owns 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-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
The tracked-fund tape on MTW is one-sided between 2026-Q1 and 2026-Q2: 45 added or opened and 14 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
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 2026-Q1 and 2026-Q2, across 160 tracked filers holding MTW, 75 increased or opened the position and 73 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 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 2
- ICON ADVISERS INC/CO$3M
- Manatuck Hill Partners, LLC$694K
Full exits 7
- ACADIAN ASSET MANAGEMENT LLC$13M
- CSM Advisors, LLC$3M
- MILLENNIUM MANAGEMENT LLC$2M
- GSA CAPITAL PARTNERS LLP$913K
- STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$638K
- LSV ASSET MANAGEMENT$557K
Largest adds
- BlackRock, Inc.$12M
- Front Street Capital Management, Inc.$6M
- First Eagle Investment Management, LLC$5M
- IES Holdings, Inc.$5M
- DIMENSIONAL FUND ADVISORS LP$4M
- VANGUARD CAPITAL MANAGEMENT LLC$4M
Largest trims
- LAZARD ASSET MANAGEMENT LLC$1M
- MARSHALL WACE, LLP$1M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$665K
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$609K
- CITADEL ADVISORS LLC$453K
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 |
|---|---|---|---|---|
| BlackRock, Inc. added | 4,081,934 | $57M | 15.0% | 2026-Q2 |
| Front Street Capital Management, Inc. trimmed | 3,207,113 | $45M | 11.8% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 1,939,506 | $27M | 7.1% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 1,535,460 | $21M | 5.6% | 2026-Q2 |
| IES Holdings, Inc. added | 1,480,142 | $21M | 5.4% | 2026-Q2 |
| First Eagle Investment Management, LLC added | 1,059,789 | $15M | 3.9% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 910,377 | $13M | 3.3% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 782,815 | $11M | 2.9% | 2026-Q2 |
| STATE STREET CORP added | 772,803 | $11M | 2.8% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 691,709 | $10M | 2.5% | 2026-Q2 |
| MORGAN STANLEY trimmed | 684,537 | $10M | 2.5% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 544,121 | $8M | 2.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 505,068 | $7M | 1.9% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 403,390 | $6M | 1.5% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 377,943 | $5M | 1.4% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 359,725 | $5M | 1.3% | 2026-Q2 |
| GAMCO INVESTORS, INC. ET AL trimmed | 357,309 | $5M | 1.3% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 351,015 | $5M | 1.3% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 306,434 | $4M | 1.1% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 304,594 | $4M | 1.1% | 2026-Q2 |
| NORTHERN TRUST CORP added | 299,883 | $4M | 1.1% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 295,524 | $4M | 1.1% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 274,895 | $4M | 1.0% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 251,241 | $3M | 0.9% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 246,063 | $3M | 0.9% | 2026-Q2 |
| ICON ADVISERS INC/CO new | 240,000 | $3M | 0.9% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 237,721 | $3M | 0.9% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 235,495 | $3M | 0.9% | 2026-Q2 |
| Groupe la Francaise trimmed | 234,459 | $3M | 0.9% | 2026-Q2 |
| Jefferies Financial Group Inc. trimmed | 216,364 | $3M | 0.8% | 2026-Q2 |
| Empowered Funds, LLC trimmed | 204,534 | $3M | 0.8% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 186,229 | $3M | 0.7% | 2026-Q2 |
| PANAGORA ASSET MANAGEMENT INC added | 175,630 | $2M | 0.6% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 168,716 | $2M | 0.6% | 2026-Q2 |
| Fisher Asset Management, LLC | 148,187 | $2M | 0.5% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 135,540 | $2M | 0.5% | 2026-Q2 |
| Assenagon Asset Management S.A. added | 126,284 | $2M | 0.5% | 2026-Q2 |
| Bank of New York Mellon Corp added | 123,640 | $2M | 0.5% | 2026-Q2 |
| Trexquant Investment LP added | 120,020 | $2M | 0.4% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 119,180 | $2M | 0.4% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 113,743 | $2M | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 102,296 | $1M | 0.4% | 2026-Q2 |
| Strong Tower Advisory Services added | 100,933 | $1M | 0.4% | 2026-Q2 |
| Nuveen, LLC added | 90,593 | $1M | 0.3% | 2026-Q2 |
| XTX Topco Ltd added | 82,086 | $1M | 0.3% | 2026-Q2 |
| GABELLI FUNDS LLC | 79,200 | $1M | 0.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 76,590 | $1M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 74,060 | $1M | 0.3% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 73,186 | $1M | 0.3% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 68,649 | $973K | 0.3% | 2026-Q2 |
| Quantinno Capital Management LP added | 68,302 | $949K | 0.3% | 2026-Q2 |
| Skylands Capital, LLC trimmed | 67,653 | $940K | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 64,791 | $900K | 0.2% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 61,632 | $856K | 0.2% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 58,810 | $817K | 0.2% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 57,412 | $797K | 0.2% | 2026-Q2 |
| Associated Banc-Corp | 56,982 | $791K | 0.2% | 2026-Q2 |
| Invesco Ltd. trimmed | 56,695 | $787K | 0.2% | 2026-Q2 |
| SummerHaven Investment Management, LLC | 54,403 | $756K | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 53,419 | $742K | 0.2% | 2026-Q2 |
| BARCLAYS PLC trimmed | 52,010 | $722K | 0.2% | 2026-Q2 |
| Manatuck Hill Partners, LLC new | 50,000 | $694K | 0.2% | 2026-Q2 |
| UBS Group AG added | 49,218 | $684K | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 48,427 | $673K | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 45,340 | $630K | 0.2% | 2026-Q2 |
| PRELUDE CAPITAL MANAGEMENT, LLC added | 43,829 | $609K | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 41,500 | $576K | 0.2% | 2026-Q2 |
| STRS OHIO added | 40,200 | $558K | 0.1% | 2026-Q2 |
| Jump Financial, LLC added | 38,900 | $540K | 0.1% | 2026-Q2 |
| FMR LLC added | 37,949 | $527K | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 34,563 | $480K | 0.1% | 2026-Q2 |
| PDT Partners, LLC | 33,726 | $468K | 0.1% | 2026-Q2 |
| Creative Planning added | 33,699 | $468K | 0.1% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC trimmed | 33,044 | $459K | 0.1% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added | 32,340 | $449K | 0.1% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC new | 31,936 | $444K | 0.1% | 2026-Q2 |
| Vise Technologies, Inc. added | 29,441 | $409K | 0.1% | 2026-Q2 |
| EntryPoint Capital, LLC | 28,667 | $398K | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 28,655 | $334K | 0.1% | 2026-Q2 |
| Squarepoint Ops LLC added | 27,603 | $383K | 0.1% | 2026-Q2 |
| Caprock Group, LLC added | 25,025 | $348K | 0.1% | 2026-Q2 |
| De Lisle Partners LLP | 25,000 | $347K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 19,957 | $277K | 0.1% | 2026-Q2 |
| Goldstein Advisors, LLC | 19,300 | $268K | 0.1% | 2026-Q2 |
| Boston Partners trimmed | 19,175 | $266K | 0.1% | 2026-Q2 |
| NICOLET BANKSHARES INC | 19,083 | $246K | 0.1% | 2026-Q2 |
| truNorth Financial Services, Inc. new | 17,529 | $243K | 0.1% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC trimmed | 17,350 | $241K | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 17,338 | $249K | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 17,076 | $237K | 0.1% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. | 16,875 | $234K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 16,705 | $213K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 16,311 | $227K | 0.1% | 2026-Q2 |
| Dynamic Technology Lab Private Ltd trimmed | 16,170 | $225K | 0.1% | 2026-Q2 |
| Teton Advisors, LLC | 12,700 | $176K | 0.0% | 2026-Q2 |
| R Squared Ltd trimmed | 12,686 | $176K | 0.0% | 2026-Q2 |
| Mariner, LLC new | 12,432 | $173K | 0.0% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 12,299 | $171K | 0.0% | 2026-Q2 |
| Engineers Gate Manager LP trimmed | 12,210 | $170K | 0.0% | 2026-Q2 |
| Quadrature Capital Ltd trimmed | 11,358 | $158K | 0.0% | 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.