Ranked by reported Q2 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 | KAHN BROTHERS GROUP INC | 4.2M | $27.5M | +104.9% | 8.273% | 2.30% |
| 2 | BlackRock, Inc. | 3.7M | $23.9M | +8.3% | 7.212% | 0.00% |
| 3 | Wolf Hill Capital Management, LP | 2.1M | $13.8M | -16.8% | 4.158% | 1.15% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 2.0M | $13.0M | +0.8% | 3.909% | 0.00% |
| 5 | VALUEWORKS LLC | 2.0M | $12.8M | +1.8% | 3.862% | 2.68% |
| 6 | Hosking Partners LLP | 1.5M | $10.1M | -2.3% | 3.042% | 0.34% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 1.1M | $7.4M | +5.1% | 2.243% | 0.00% |
| 8 | STATE STREET CORP | 1.1M | $7.1M | +2.3% | 2.146% | 0.00% |
| 9 | Cerity Partners LLC | 1.1M | $7.1M | +151.6% | 2.135% | 0.01% |
| 10 | TCW GROUP INC | 1.1M | $6.9M | +2.6% | 2.091% | 0.05% |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 503K | $3.3M | -6.1% | 0.988% | 0.00% |
| 12 | TORONTO DOMINION BANK | 478K | $3.1M | -0.9% | 0.938% | 0.00% |
| 13 | Russell Investments Group, Ltd. | 459K | $3.0M | +6.8% | 0.901% | 0.00% |
| 14 | NORTHERN TRUST CORP | 444K | $2.9M | +9.8% | 0.872% | 0.00% |
| 15 | UBS Group AG | 400K | $2.6M | -40.0% | 0.786% | 0.00% |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 376K | $2.5M | +2.6% | 0.739% | 0.00% |
| 17 | Chou Associates Management Inc. | 321K | $2.1M | 0.0% | 0.630% | 0.97% |
| 18 | VANGUARD PORTFOLIO MANAGEMENT LLC | 311K | $2.0M | +17.8% | 0.611% | 0.00% |
| 19 | RENAISSANCE TECHNOLOGIES LLC | 311K | $2.0M | -24.1% | 0.610% | 0.00% |
| 20 | WHITEBOX ADVISORS LLC | 304K | $2.0M | 0.0% | 0.598% | 0.03% |
| 21 | VANGUARD FIDUCIARY TRUST CO | 303K | $2.0M | -2.5% | 0.594% | 0.00% |
| 22 | TUDOR INVESTMENT CORP ET AL | 298K | $1.9M | -14.5% | 0.586% | 0.00% |
| 23 | GOLDMAN SACHS GROUP INC | 289K | $1.9M | -10.7% | 0.567% | 0.00% |
| 24 | MORGAN STANLEY | 249K | $1.6M | -1.9% | 0.489% | 0.00% |
| 25 | JANE STREET GROUP, LLC | 199K | $1.3M | -53.0% | 0.391% | 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 MBI — a direct measure of their conviction.
Filings activity in MBI during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new MBI position in Q2 2026
Institutions that fully closed their MBI position in Q2 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 130 | 2.3% | 56.58% | +4.35 pp | $186M | +19% |
| Q1 2026 | 133 | +13% | 52.23% | +4.39 pp | $155M | 9.6% |
| Q4 2025 | 118 | 0.8% | 47.84% | 2.85 pp | $172M | 8.1% |
| Q3 2025 | 119 | +8.2% | 50.69% | +4.45 pp | $187M | +89% |
| Q2 2025 | 110 | 6.8% | 46.24% | 1.53 pp | $99M | 16% |
| Q1 2025 | 118 | +4.4% | 47.77% | 0.95 pp | $117M | 24% |
| Q4 2024 | 113 | +7.6% | 48.72% | +1.31 pp | $155M | +108% |
| Q3 2024 | 105 | — | 47.41% | — | $74M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying MBI stock.
Based on Q2 2026 13F filings, institutional ownership of MBIA Inc. stands at 56.6%, held across 130 reporting institutions.
KAHN BROTHERS GROUP INC is the largest reported institutional holder of MBI, with approximately 4,213,920 shares worth $0.03B as of Q2 2026.
Yes — 3 widely-followed marquee investors appear among the top 25 institutional holders of MBI, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, RENAISSANCE TECHNOLOGIES LLC, JANE STREET GROUP, LLC.
Our composite Smart Money Score for MBI is 66 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
16 institutions opened new positions in MBI during Q2 2026, while 18 fully exited. 86 added to existing positions and 26 trimmed.
MBI institutional ownership rose by 4.35 percentage points quarter-over-quarter, with a net change of -3 holders.
The top 10 institutions account for 69.9% of all reported 13F value in MBI, and the top 25 account for 88.3%.
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