| 4 | Invesco Ltd. | 32.7M | $3.14B | +59.2% | 3.227% | 0.25% |
| 5 | JPMORGAN CHASE & CO | 29.7M | $2.90B | +4.7% | 2.934% | 0.16% |
| 6 | LOOMIS SAYLES & CO L P | 24.8M | $2.39B | -4.1% | 2.453% | 2.99% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 20.3M | $1.96B | -1.2% | 2.006% | 0.10% |
| 8 | ALLIANCEBERNSTEIN L.P. | 27.1M | $1.96B | -6.0% | 2.671% | 0.65% |
| 9 | VANGUARD PORTFOLIO MANAGEMENT LLC | 15.0M | $1.44B | -3.9% | 1.483% | 0.07% |
| 10 | BANK OF AMERICA CORP /DE/ | 12.4M | $1.20B | -0.8% | 1.228% | 0.08% |
| 11 | MORGAN STANLEY | 12.3M | $1.18B | +3.9% | 1.215% | 0.06% |
| 12 | SCHRODER INVESTMENT MANAGEMENT GROUP | 9.9M | $952.2M | -5.1% | 0.978% | 0.67% |
| 13 | FMR LLC | 9.7M | $931.3M | +3.4% | 0.957% | 0.04% |
| 14 | BROADWOOD CAPITAL INC | 8.1M | $779.3M | 0.0% | 0.800% | 40.73% |
| 15 | NORGES BANK | 7.7M | $737.7M | — | 0.758% | 0.07% |
| 16 | WELLINGTON MANAGEMENT GROUP LLP | 7.5M | $717.6M | +27.8% | 0.737% | 0.12% |
| 17 | NORTHERN TRUST CORP | 7.4M | $712.0M | -4.5% | 0.731% | 0.08% |
| 18 | Ninety One UK Ltd | 6.9M | $666.1M | -7.0% | 0.684% | 1.49% |
| 19 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 6.7M | $653.7M | -0.7% | 0.664% | 0.21% |
| 20 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 6.7M | $645.0M | -12.1% | 0.662% | 0.29% |
| 21 | Jupiter Topco LLC | 6.2M | $593.1M | — | 0.609% | 0.24% |
| 22 | Capital Research Global Investors | 6.0M | $575.0M | -4.3% | 0.590% | 0.08% |
| 23 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 5.7M | $548.8M | +2.5% | 0.564% | 0.10% |
| 24 | GOLDMAN SACHS GROUP INC | 5.7M | $544.0M | +7.0% | 0.559% | 0.05% |
| 25 | Clearbridge Investments, LLC | 5.6M | $535.3M | -5.5% | 0.550% | 0.44% |
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 MNST — a direct measure of their conviction.
| 31.20% |
| 0.75 pp |
| $32.87B |
| +5.4% |
| Q4 2024 | 916 | +4.9% | 31.95% | +0.16 pp | $31.19B | +5.3% |
| Q3 2024 | 873 | — | 31.79% | — | $29.63B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
205 institutions opened new positions in MNST during Q2 2026, while 84 fully exited. 1,004 added to existing positions and 117 trimmed.
MNST institutional ownership rose by 0.44 percentage points quarter-over-quarter, with a net change of +138 holders.
The top 10 institutions account for 46.5% of all reported 13F value in MNST, and the top 25 account for 64.0%.
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.
Monster Beverage Corporation (MNST) Institutional Ownership