| 4.68% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 1.7M | $298.3M | +0.3% | 4.427% | 0.01% |
| 5 | STATE STREET CORP | 1.6M | $283.8M | +5.7% | 4.213% | 0.00% |
| 6 | JPMORGAN CHASE & CO | 797K | $137.4M | +4.9% | 2.064% | 0.01% |
| 7 | DIMENSIONAL FUND ADVISORS LP | 774K | $135.1M | +2.0% | 2.004% | 0.02% |
| 8 | COOKE & BIELER LP | 725K | $126.6M | -14.2% | 1.879% | 1.46% |
| 9 | FIDUCIARY MANAGEMENT INC /WI/ | 714K | $124.6M | +5.1% | 1.849% | 1.77% |
| 10 | M&G Plc | 690K | $120.8M | -1.1% | 1.788% | 0.60% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 692K | $120.8M | -0.0% | 1.792% | 0.01% |
| 12 | Bank of New York Mellon Corp | 673K | $117.5M | -3.5% | 1.743% | 0.02% |
| 13 | FIRST TRUST ADVISORS LP | 665K | $116.1M | +6.3% | 1.722% | 0.07% |
| 14 | Madison Asset Management, LLC | 661K | $115.3M | +12.2% | 1.711% | 1.37% |
| 15 | Channing Capital Management, LLC | 600K | $104.8M | -1.2% | 1.554% | 2.41% |
| 16 | APG Asset Management N.V. | 639K | $97.5M | -57.4% | 1.655% | 0.24% |
| 17 | Conestoga Capital Advisors, LLC | 555K | $96.8M | -16.6% | 1.437% | 2.11% |
| 18 | VICTORY CAPITAL MANAGEMENT INC | 518K | $90.4M | +16.9% | 1.341% | 0.05% |
| 19 | GOLDMAN SACHS GROUP INC | 515K | $90.0M | +32.8% | 1.335% | 0.01% |
| 20 | JONES FINANCIAL COMPANIES LLLP | 524K | $89.3M | +34.9% | 1.358% | 0.04% |
| 21 | FRANKLIN RESOURCES INC | 490K | $85.6M | -8.2% | 1.269% | 0.02% |
| 22 | MORGAN STANLEY | 461K | $80.5M | +1.3% | 1.195% | 0.00% |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 425K | $74.2M | -0.5% | 1.101% | 0.01% |
| 24 | RAYMOND JAMES FINANCIAL INC | 383K | $67.0M | -13.8% | 0.993% | 0.02% |
| 25 | Invesco Ltd. | 378K | $66.1M | -9.3% | 0.980% | 0.01% |
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 MSA — a direct measure of their conviction.
| 85.51% |
| +0.07 pp |
| $4.36B |
| 12% |
| Q4 2024 | 369 | 0.5% | 85.44% | +3.29 pp | $4.95B | 2.5% |
| Q3 2024 | 371 | — | 82.15% | — | $5.07B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
46 institutions opened new positions in MSA during Q2 2026, while 41 fully exited. 314 added to existing positions and 82 trimmed.
MSA institutional ownership rose by 2.61 percentage points quarter-over-quarter, with a net change of +12 holders.
The top 10 institutions account for 41.5% of all reported 13F value in MSA, and the top 25 account for 65.6%.
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.