Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in MLCI held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | JB CAPITAL PARTNERS LP | 504K | $1.8M | +42.9% | 4.502% | 0.31% |
| 2 | HighTower Advisors, LLC | 281K | $1.0M | 0.0% | 2.514% | 0.00% |
| 3 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 219K | $784K | -38.3% | 1.956% | 0.05% |
| 4 | FIL Ltd | 197K | $707K | -28.2% | 1.764% | 0.00% |
| 5 | FINANCIAL CONSULATE, INC | 175K | $626K | -6.9% | 1.564% | 0.08% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 96K | $343K | β | 0.856% | 0.00% |
| 7 | CITADEL ADVISORS LLC | 86K | $307K | β | 0.766% | 0.00% |
| 8 | Anson Funds Management LP | 78K | $279K | -83.0% | 0.697% | 0.04% |
| 9 | MARSHALL WACE, LLP | 63K | $227K | +27.8% | 0.567% | 0.00% |
| 10 | 1832 Asset Management L.P. | 48K | $173K | -28.2% | 0.433% | 0.00% |
| 11 | BlackRock, Inc. | 47K | $170K | β | 0.424% | 0.00% |
| 12 | Arbiter Partners Capital Management LLC | 36K | $127K | 0.0% | 0.317% | 0.08% |
| 13 | Marex Group plc | 26K | $94K | +28.9% | 0.235% | 0.00% |
| 14 | NORTHERN TRUST CORP | 25K | $91K | β | 0.227% | 0.00% |
| 15 | UBS Group AG | 22K | $80K | +482.6% | 0.199% | 0.00% |
| 16 | NATIONAL BANK OF CANADA /FI/ | 20K | $70K | -28.2% | 0.180% | 0.00% |
| 17 | Closed-End Fund Advisors, Inc. | 19K | $67K | -27.7% | 0.167% | 0.07% |
| 18 | GOLDMAN SACHS GROUP INC | 18K | $63K | β | 0.157% | 0.00% |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 10K | $36K | β | 0.089% | 0.00% |
| 20 | SHUFRO ROSE & CO LLC | 10K | $36K | -28.5% | 0.089% | 0.00% |
| 21 | MORGAN STANLEY | 3K | $9K | -12.4% | 0.024% | 0.00% |
| 22 | Community Financial Services Group, LLC | 2K | $6K | β | 0.014% | 0.00% |
| 23 | ADVISOR GROUP HOLDINGS, INC. | 1K | $5K | +28000.0% | 0.013% | 0.00% |
| 24 | ROYAL BANK OF CANADA | 311 | $1K | 0.0% | 0.003% | 0.00% |
| 25 | GILL CAPITAL PARTNERS, LLC | 9 | $32 | β | 0.000% | 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 MLCI β a direct measure of their conviction.
Filings activity in MLCI during Q1 2026, grouped by how each filer changed its position.
3 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 | 29 | +12% | 21.12% | 49.93 pp | $7M | 70% |
| Q4 2025 | 26 | +44% | 71.05% | +32.79 pp | $24M | +86% |
| Q3 2025 | 18 | β | 38.26% | β | $13M | 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 MLCI stock.
Based on Q1 2026 13F filings, institutional ownership of Mount Logan Capital Inc. Common Stock stands at 21.1%, held across 29 reporting institutions.
JB CAPITAL PARTNERS LP is the largest reported institutional holder of MLCI, with approximately 503,680 shares worth $0.00B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of MLCI, including CITADEL ADVISORS LLC.
Our composite Smart Money Score for MLCI is 42 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
9 institutions opened new positions in MLCI during Q1 2026, while 6 fully exited. 2 added to existing positions and 18 trimmed.
MLCI institutional ownership fell by 49.93 percentage points quarter-over-quarter, with a net change of +3 holders.
The top 10 institutions account for 88.0% of all reported 13F value in MLCI, and the top 25 account for 100.0%.
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.
Mount Logan Capital Inc. Common Stock (MLCI) Institutional Ownership