Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in MDV held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 541K | $7.7M | -0.9% | 5.239% | 0.00% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 386K | $5.5M | β | 3.735% | 0.00% |
| 3 | GEODE CAPITAL MANAGEMENT, LLC | 247K | $3.5M | +8.9% | 2.389% | 0.00% |
| 4 | Meixler Investment Management, Ltd. | 171K | $2.5M | +141.2% | 1.661% | 1.37% |
| 5 | STATE STREET CORP | 126K | $1.8M | +4.2% | 1.219% | 0.00% |
| 6 | State of New Jersey Common Pension Fund D | 105K | $1.5M | +16.7% | 1.017% | 0.01% |
| 7 | TWO SIGMA INVESTMENTS, LP | 95K | $1.4M | +57.9% | 0.924% | 0.00% |
| 8 | DIMENSIONAL FUND ADVISORS LP | 82K | $1.2M | +17.8% | 0.796% | 0.00% |
| 9 | RENAISSANCE TECHNOLOGIES LLC | 76K | $1.1M | +14.7% | 0.733% | 0.00% |
| 10 | NORTHERN TRUST CORP | 70K | $1.0M | +1.5% | 0.680% | 0.00% |
| 11 | VANGUARD FIDUCIARY TRUST CO | 61K | $867K | β | 0.587% | 0.00% |
| 12 | North Star Investment Management Corp. | 60K | $859K | β | 0.581% | 0.05% |
| 13 | VANGUARD PORTFOLIO MANAGEMENT LLC | 55K | $785K | β | 0.531% | 0.00% |
| 14 | GOLDMAN SACHS GROUP INC | 46K | $659K | +44.7% | 0.445% | 0.00% |
| 15 | MORGAN STANLEY | 44K | $623K | +18.3% | 0.421% | 0.00% |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 29K | $416K | -7.4% | 0.281% | 0.00% |
| 17 | LPL Financial LLC | 29K | $412K | +2.2% | 0.279% | 0.00% |
| 18 | UBS Group AG | 26K | $371K | -8.8% | 0.251% | 0.00% |
| 19 | Militia Capital Management LLC | 25K | $352K | β | 0.238% | 0.08% |
| 20 | Bank of New York Mellon Corp | 22K | $317K | -5.7% | 0.215% | 0.00% |
| 21 | BANK OF AMERICA CORP /DE/ | 21K | $302K | +27.8% | 0.204% | 0.00% |
| 22 | MARSHALL WACE, LLP | 18K | $261K | β | 0.177% | 0.00% |
| 23 | PRIVATE MANAGEMENT GROUP INC | 16K | $228K | 0.0% | 0.154% | 0.01% |
| 24 | Blankinship & Foster, LLC | 15K | $218K | 0.0% | 0.147% | 0.05% |
| 25 | Man Group plc | 15K | $214K | β | 0.145% | 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 MDV β a direct measure of their conviction.
Filings activity in MDV during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new MDV position in Q1 2026
Institutions that fully closed their MDV 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 | 84 | +14% | 19.98% | +2.44 pp | $38M | +14% |
| Q4 2025 | 74 | +0.0% | 17.54% | +0.42 pp | $33M | +2.5% |
| Q3 2025 | 74 | +4.2% | 17.12% | 0.67 pp | $32M | 3.8% |
| Q2 2025 | 71 | +25% | 17.79% | 6.63 pp | $34M | 27% |
| Q1 2025 | 57 | +9.6% | 24.42% | +13.42 pp | $46M | +122% |
| Q4 2024 | 52 | +30% | 11.00% | +1.77 pp | $21M | +19% |
| Q3 2024 | 40 | +29% | 9.23% | +3.08 pp | $17M | +50% |
| Q2 2024 | 31 | β | 6.15% | β | $12M | 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 MDV stock.
Based on Q1 2026 13F filings, institutional ownership of Modiv Industrial, Inc. stands at 20.0%, held across 84 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of MDV, with approximately 540,872 shares worth $0.01B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of MDV, including TWO SIGMA INVESTMENTS, LP, RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for MDV is 71 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
18 institutions opened new positions in MDV during Q1 2026, while 8 fully exited. 29 added to existing positions and 34 trimmed.
MDV institutional ownership rose by 2.44 percentage points quarter-over-quarter, with a net change of +10 holders.
The top 10 institutions account for 72.1% of all reported 13F value in MDV, and the top 25 account for 90.3%.
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.
Modiv Industrial, Inc. (MDV) Institutional Ownership