Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in MBI held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3.4M | $20.1M | -0.3% | 6.661% | 0.00% |
| 2 | Wolf Hill Capital Management, LP | 2.5M | $15.0M | -0.6% | 4.998% | 1.89% |
| 3 | KAHN BROTHERS GROUP INC /DE/ | 2.1M | $12.2M | +99.9% | 4.037% | 2.15% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 2.0M | $11.7M | β | 3.878% | 0.00% |
| 5 | VALUEWORKS LLC | 1.9M | $11.4M | -6.3% | 3.793% | 3.11% |
| 6 | Hosking Partners LLP | 1.6M | $9.4M | +2.5% | 3.112% | 0.34% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 1.1M | $6.4M | +1.6% | 2.133% | 0.00% |
| 8 | STATE STREET CORP | 1.1M | $6.3M | +2.2% | 2.098% | 0.00% |
| 9 | TCW GROUP INC | 1.0M | $6.1M | 0.0% | 2.039% | 0.05% |
| 10 | UBS Group AG | 667K | $3.9M | +4.8% | 1.309% | 0.00% |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 536K | $3.2M | -31.2% | 1.052% | 0.00% |
| 12 | TORONTO DOMINION BANK | 482K | $2.8M | β | 0.947% | 0.00% |
| 13 | Cerity Partners LLC | 432K | $2.6M | +327.2% | 0.849% | 0.00% |
| 14 | Russell Investments Group, Ltd. | 430K | $2.5M | +479.3% | 0.844% | 0.00% |
| 15 | RENAISSANCE TECHNOLOGIES LLC | 410K | $2.4M | +189.1% | 0.805% | 0.00% |
| 16 | NORTHERN TRUST CORP | 404K | $2.4M | +4.4% | 0.794% | 0.00% |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 367K | $2.2M | -2.5% | 0.720% | 0.00% |
| 18 | TUDOR INVESTMENT CORP ET AL | 349K | $2.1M | +40.1% | 0.685% | 0.01% |
| 19 | GOLDMAN SACHS GROUP INC | 324K | $1.9M | -4.4% | 0.636% | 0.00% |
| 20 | Chou Associates Management Inc. | 321K | $1.9M | 0.0% | 0.630% | 0.90% |
| 21 | VANGUARD FIDUCIARY TRUST CO | 311K | $1.8M | β | 0.610% | 0.00% |
| 22 | WHITEBOX ADVISORS LLC | 304K | $1.8M | 0.0% | 0.598% | 0.03% |
| 23 | CITADEL ADVISORS LLC | 269K | $1.6M | -1.1% | 0.527% | 0.00% |
| 24 | VANGUARD PORTFOLIO MANAGEMENT LLC | 264K | $1.6M | β | 0.519% | 0.00% |
| 25 | MORGAN STANLEY | 254K | $1.5M | -26.6% | 0.498% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in MBI β a direct measure of their conviction.
Filings activity in MBI during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new MBI position in Q1 2026
Institutions that fully closed their MBI position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 129 | +10% | 48.99% | 5.67 pp | $154M | 10% |
| Q4 2025 | 117 | +0.0% | 54.66% | 4.30 pp | $172M | 7.3% |
| Q3 2025 | 117 | +6.4% | 58.96% | +27.40 pp | $185M | +87% |
| Q2 2025 | 110 | 6.8% | 31.56% | 5.81 pp | $99M | 16% |
| Q1 2025 | 118 | +4.4% | 37.37% | 11.89 pp | $117M | 24% |
| Q4 2024 | 113 | +7.6% | 49.26% | +25.61 pp | $155M | +108% |
| Q3 2024 | 105 | 7.1% | 23.65% | 23.87 pp | $74M | 50% |
| Q2 2024 | 113 | β | 47.52% | β | $149M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying MBI stock.
Based on Q1 2026 13F filings, institutional ownership of MBIA Inc. stands at 49.0%, held across 129 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of MBI, with approximately 3,392,982 shares worth $0.02B as of Q1 2026.
Yes β 3 widely-followed marquee investors appear among the top 25 institutional holders of MBI, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, RENAISSANCE TECHNOLOGIES LLC, CITADEL ADVISORS LLC.
Our composite Smart Money Score for MBI is 55 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
31 institutions opened new positions in MBI during Q1 2026, while 19 fully exited. 25 added to existing positions and 71 trimmed.
MBI institutional ownership fell by 5.67 percentage points quarter-over-quarter, with a net change of +12 holders.
The top 10 institutions account for 66.6% of all reported 13F value in MBI, and the top 25 account for 87.5%.
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.
MBIA Inc. (MBI) Institutional Ownership