| 11.69% |
| 4 | Gates Capital Management, Inc. | 13.2M | $135.7M | +27.5% | 10.303% | 3.26% |
| 5 | FMR LLC | 10.4M | $106.7M | +138.9% | 8.103% | 0.00% |
| 6 | REDWOOD CAPITAL MANAGEMENT, LLC | 9.8M | $101.1M | +663.7% | 7.674% | 10.90% |
| 7 | DIMENSIONAL FUND ADVISORS LP | 9.2M | $94.6M | +31.2% | 7.185% | 0.02% |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | 8.8M | $90.9M | +54.3% | 6.903% | 0.00% |
| 9 | STATE STREET CORP | 8.2M | $84.3M | +67.6% | 6.404% | 0.00% |
| 10 | Pertento Partners LLP | 6.0M | $61.4M | +20.2% | 4.663% | 3.31% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 5.1M | $52.8M | +65.6% | 4.009% | 0.00% |
| 12 | Sixth Street Partners Management Company, L.P. | 4.9M | $50.5M | 0.0% | 3.833% | 0.01% |
| 13 | Diameter Capital Partners LP | 4.8M | $49.2M | +209.2% | 3.734% | 1.98% |
| 14 | Atlas FRM LLC | 4.6M | $47.6M | +255.7% | 3.613% | 2.04% |
| 15 | PARADIGM CAPITAL MANAGEMENT INC/NY | 4.6M | $47.5M | +326.8% | 3.609% | 1.29% |
| 16 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4.1M | $42.6M | +68.6% | 3.238% | 0.00% |
| 17 | Monarch Alternative Capital LP | 3.7M | $38.1M | +85.0% | 2.891% | 5.38% |
| 18 | ACK Asset Management LLC | 3.7M | $38.1M | 0.0% | 2.891% | 4.45% |
| 19 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 3.1M | $32.2M | -0.0% | 2.448% | 0.01% |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.1M | $31.9M | +21.8% | 2.421% | 0.00% |
| 21 | COOKE & BIELER LP | 2.6M | $26.3M | -29.0% | 1.994% | 0.30% |
| 22 | MORGAN STANLEY | 2.5M | $26.2M | +121.6% | 1.987% | 0.00% |
| 23 | FRANKLIN RESOURCES INC | 2.5M | $25.3M | +2794.9% | 1.923% | 0.01% |
| 24 | NORTHERN TRUST CORP | 2.2M | $23.0M | +65.3% | 1.750% | 0.00% |
| 25 | GOLDMAN SACHS GROUP INC | 2.0M | $20.3M | -35.4% | 1.545% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in MBC — a direct measure of their conviction.
| 147.36% |
| +5.40 pp |
| $1.48B |
| 5.4% |
| Q4 2024 | 356 | +2.3% | 141.96% | 0.51 pp | $1.57B | 21% |
| Q3 2024 | 348 | — | 142.47% | — | $1.98B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
65 institutions opened new positions in MBC during Q2 2026, while 49 fully exited. 243 added to existing positions and 29 trimmed.
MBC institutional ownership fell by 19.12 percentage points quarter-over-quarter, with a net change of +13 holders.
The top 10 institutions account for 58.2% of all reported 13F value in MBC, and the top 25 account for 83.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.