MasterbrandMBC
13F holders, Q1 2025 (March 31)341holders −22
32new positions
53sold out
10famous investors
$13.06avg. 13F price*
At the end of Q1 2025, 341 institutions reported holding Masterbrand Inc. (MBC) in their 13F filings, down 22 from Q4 2024. 32 opened new positions and 53 sold out. The largest holders were BlackRock, Inc. ($254.4M), Gates Capital Management, Inc. ($126.3M) and Vanguard Group Inc. ($119.8M). 10 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Lee Ainslie (0.0% of Maverick Capital's portfolio).
- Company
- Masterbrand Inc.
- CUSIP
- 57638P104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $61.8M |
| Exits | 53 | $39.4M |
All 13F filers, Q4 2024 → Q1 2025: 16,006,319 shares bought and 9,549,393 shares sold, net +6,456,926 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 341 holders
| BlackRock, Inc. | 0.01% | Reduce -3.5% | 19,477,410 | $254.4M |
| Gates Capital Management, Inc. | 3.92% | Add +1.9% | 9,669,562 | $126.3M |
| Vanguard Group Inc. | 0.00% | Reduce -4.3% | 9,175,135 | $119.8M |
| Boston Partners | 0.12% | Add +49.5% | 7,827,706 | $101.9M |
| Dimensional Fund Advisors LP | 0.02% | Add +13.6% | 5,651,972 | $73.8M |
| Thrivent Financial for Lutherans | 0.16% | Add +9.7% | 5,576,030 | $72.8M |
| FMR LLC | 0.00% | Add +418.4% | 5,152,218 | $67.3M |
| State Street Corp. | 0.00% | Reduce -4.3% | 4,931,800 | $64.4M |
| Coliseum Capital Management, LLC | 3.47% | New | 3,178,919 | $41.5M |
| Geode Capital Management, LLC | 0.00% | Add +1.9% | 2,993,861 | $39.1M |
| Pzena Investment Management LLC | 0.13% | Add +0.4% | 2,859,484 | $37.3M |
| Fuller & Thaler Asset Management, Inc. | 0.14% | Reduce -20.2% | 2,795,644 | $36.5M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +4.4% | 2,510,270 | $32.8M |
| Mangrove Partners Im, LLC | 3.26% | No change | 2,169,520 | $28.3M |
| Renaissance Technologies | 0.03% | Add +2.0% | 1,551,673 | $20.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +4.1% | 1,517,294 | $19.8M |
| Northern Trust Corp. | 0.00% | Reduce -1.4% | 1,500,747 | $19.6M |
| Morgan Stanley | 0.00% | Reduce -28.1% | 1,445,716 | $18.9M |
| Sixth Street Partners Management Company, L.P. | 2.41% | No change | 1,400,000 | $18.3M |
| Alliancebernstein L.P. | 0.01% | Add +796.3% | 1,382,566 | $18.1M |
| ACK Asset Management LLC | 2.79% | Reduce -11.7% | 1,302,500 | $17.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -32.5% | 1,256,887 | $16.4M |
| Bridgeway Capital Management, LLC | 0.41% | Add +1.1% | 1,233,909 | $16.1M |
| De Lisle Partners LLP | 2.62% | Add +3.7% | 1,208,049 | $15.8M |
| Pacer Advisors, Inc. | 0.04% | New | 1,167,688 | $15.3M |
| Invesco Ltd. | 0.00% | Reduce -27.4% | 1,144,233 | $14.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.1% | 913,608 | $11.9M |
| Mawer Investment Management Ltd. | 0.06% | Add +11.2% | 881,737 | $11.5M |
| Nixon Capital, LLC | 3.46% | Add +8.3% | 766,501 | $10.0M |
| Ancora Advisors LLC | 0.22% | Reduce -0.7% | 764,327 | $10.0M |
| Royce & Associates LP | 0.10% | Add +1.8% | 736,933 | $9.6M |
| Principal Financial Group Inc. | 0.01% | Add +3.2% | 707,817 | $9.2M |
| Empowered Funds, LLC | 0.12% | Add +2.1% | 663,909 | $8.7M |
| Russell Investments Group, Ltd. | 0.01% | Add +2.6% | 609,872 | $8.0M |
| Polar Capital Holdings Plc | 0.05% | No change | 573,077 | $7.5M |
| Bank of America Corp. | 0.00% | Reduce -12.3% | 552,188 | $7.2M |
| Hennessy Advisors Inc. | 0.21% | Reduce -10.3% | 493,500 | $6.4M |
| Brandywine Global Investment Management, LLC | 0.04% | Add +25.6% | 457,431 | $6.0M |
| Prudential Financial Inc. | 0.01% | Reduce -38.5% | 447,050 | $5.8M |
| D. E. Shaw & Co. | 0.01% | Reduce -31.0% | 415,038 | $5.4M |
| Public Sector Pension Investment Board | 0.02% | Add +27.3% | 403,047 | $5.3M |
| UBS Group AG | 0.00% | Add +8.9% | 383,500 | $5.0M |
| Deutsche Bank AG | 0.00% | Reduce -2.1% | 379,234 | $5.0M |
| Rhumbline Advisers | 0.00% | Reduce -4.7% | 373,506 | $4.9M |
| Pictet Asset Management Holding SA | 0.01% | Add +1877.2% | 358,057 | $4.7M |
| Jane Street Group, LLC | 0.01% | Add +10.7% | 357,305 | $4.7M |
| Nuveen, LLC | 0.00% | — | 355,740 | $4.6M |
| Legal & General Group Plc | 0.00% | Reduce -2.5% | 345,554 | $4.5M |
| Victory Capital Management Inc. | 0.00% | Add +67.7% | 337,597 | $4.4M |
| American Century Companies Inc. | 0.00% | Add +5.5% | 333,142 | $4.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.2% | 320,584 | $4.2M |
| Citadel Advisors | 0.00% | Add +178.7% | 320,012 | $4.2M |
| Foundry Partners, LLC | 0.22% | Add +1.4% | 319,317 | $4.2M |
| First Trust Advisors LP | 0.00% | Add +45.0% | 282,580 | $3.7M |
| Swiss National Bank | 0.00% | Reduce -1.5% | 246,200 | $3.2M |
| Citigroup Inc. | 0.00% | Add +5.5% | 243,722 | $3.2M |
| Allianz Asset Management GmbH | 0.00% | Reduce -30.9% | 240,350 | $3.1M |
| Teacher Retirement System of Texas | 0.01% | Reduce -4.2% | 227,581 | $3.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -5.3% | 217,981 | $2.8M |
| Susquehanna International Group, LLP | 0.00% | Add +49.5% | 195,150 | $2.5M |
| Barclays PLC | 0.00% | Reduce -15.5% | 194,492 | $2.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Reduce -26.5% | 191,918 | $2.5M |
| Wells Fargo & Company | 0.00% | Reduce -71.7% | 185,150 | $2.4M |
| New York State Teachers Retirement System | 0.01% | Reduce -7.5% | 177,734 | $2.3M |
| North Growth Management Ltd. | 0.49% | No change | 177,000 | $2.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -76.7% | 161,370 | $2.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 159,136 | $2.1M |
| Truist Financial Corp. | 0.00% | Add +1.0% | 157,443 | $2.1M |
| AQR Capital Management | 0.00% | Reduce -12.6% | 151,939 | $1.9M |
| Man Group plc | 0.01% | Reduce -51.8% | 135,329 | $1.8M |
| Exchange Traded Concepts, LLC | 0.03% | Reduce -5.3% | 123,828 | $1.6M |
| Intech Investment Management LLC | 0.02% | Add +71.1% | 119,325 | $1.6M |
| California State Teachers Retirement System | 0.00% | Reduce -2.7% | 115,533 | $1.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +4.4% | 102,348 | $1.3M |
| Wedge Capital Management L L P | 0.02% | Add +24.3% | 96,856 | $1.3M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.6% | 88,902 | $1.2M |
| GAMCO Investors | 0.01% | Reduce -1.6% | 87,524 | $1.1M |
| Two Sigma Advisers, LP | 0.00% | Reduce -69.5% | 84,600 | $1.1M |
| State of Tennessee, Department of Treasury | 0.00% | Add +13.8% | 83,730 | $1.1M |
| AlphaQuest LLC | 0.11% | Add +7.1% | 79,564 | $1.0M |
| MetLife Investment Management, LLC | 0.01% | Reduce -1.5% | 76,519 | $999K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.6% | 75,362 | $984K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -2.5% | 70,427 | $919K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +3.4% | 69,849 | $912K |
| Comerica Bank | 0.00% | Reduce -6.9% | 68,902 | $900K |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -6.8% | 66,467 | $868K |
| Corebridge Financial, Inc. | 0.01% | Reduce -1.9% | 66,172 | $864K |
| Bryce Point Capital, LLC | 0.61% | New | 60,723 | $814K |
| Louisiana State Employees Retirement System | 0.02% | Reduce -2.4% | 59,900 | $782K |
| Janus Henderson Group PLC | 0.00% | No change | 55,519 | $726K |
| Royal Bank of Canada | 0.00% | Add +12.8% | 55,615 | $726K |
| SummerHaven Investment Management, LLC | 0.50% | Add +1.5% | 54,639 | $714K |
| Summit Global Investments | 0.05% | Add +104.8% | 53,809 | $703K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 53,815 | $703K |
| State of Wyoming | 0.09% | Add +146.9% | 53,466 | $698K |
| Cullen Capital Management, LLC | 0.01% | Reduce -16.0% | 52,361 | $684K |
| Harris Associates (Oakmark Funds) | 0.00% | No change | 50,362 | $658K |
| Bokf, NA | 0.01% | Add +6.4% | 49,452 | $646K |
| Envestnet Asset Management Inc. | 0.00% | Add +11.7% | 48,842 | $638K |
| Gsa Capital Partners LLP | 0.06% | New | 48,087 | $628K |
| Yousif Capital Management, LLC | 0.01% | Reduce -2.2% | 47,340 | $618K |
| Gabelli Funds LLC | 0.00% | Reduce -9.8% | 46,000 | $601K |
| Commerce Bank | 0.00% | No change | 45,138 | $590K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 44,533 | $582K |
| STRS Ohio | 0.00% | No change | 44,200 | $577K |
| CastleKnight Management LP | 0.06% | No change | 40,900 | $534K |
| Teachers Retirement System of the State of Kentucky | 0.00% | Reduce -57.5% | 40,799 | $533K |
| Yorktown Management & Research Co Inc | 0.58% | No change | 40,650 | $531K |
| Maverick Capital | 0.01% | Add +122.4% | 40,293 | $526K |
| Sei Investments Co. | 0.00% | Add +17.8% | 39,988 | $522K |
| New York State Common Retirement Fund | 0.00% | No change | 39,180 | $512K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -13.4% | 37,139 | $485K |
| Rafferty Asset Management, LLC | 0.00% | Add +0.4% | 37,046 | $484K |
| Arizona State Retirement System | 0.00% | Reduce -1.1% | 36,459 | $476K |
| Amalgamated Bank | 0.00% | Reduce -2.8% | 36,456 | $476K |
| Vident Advisory, LLC | 0.01% | Add +16.2% | 34,741 | $454K |
| Vestcor Inc | 0.02% | Reduce -15.0% | 34,700 | $453K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -5.1% | 34,510 | $451K |
| Voya Investment Management LLC | 0.00% | Reduce -24.7% | 34,192 | $447K |
| Handelsbanken Fonder AB | 0.00% | No change | 34,100 | $445K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +53.0% | 33,995 | $442K |
| Mariner, LLC | 0.00% | Add +23.6% | 32,232 | $421K |
| Gotham Asset Management | 0.00% | Add +1.5% | 32,085 | $419K |
| Dynamic Technology Lab Private Ltd | 0.06% | New | 31,929 | $417K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 31,657 | $413K |
| LPL Financial LLC | 0.00% | Reduce -6.7% | 30,952 | $404K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +12.1% | 30,417 | $397K |
| ProShare Advisors LLC | 0.00% | Reduce -21.9% | 29,843 | $390K |
| Creative Planning | 0.00% | Add +2.1% | 29,784 | $389K |
| Fractal Investments LLC | 0.05% | No change | 29,328 | $383K |
| Lazard Asset Management LLC | 0.00% | Reduce -39.7% | 29,379 | $383K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -2.7% | 29,135 | $381K |
| State of Wisconsin Investment Board | 0.00% | Reduce -36.9% | 28,542 | $373K |
| Wellington Shields Capital Management, LLC | 0.07% | No change | 28,500 | $372K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -4.2% | 28,199 | $368K |
| Cibc World Markets Corp. | 0.00% | Add +137.1% | 28,113 | $367K |
| Contrarian Capital Management, L.L.C. | 0.09% | Add +7.7% | 28,000 | $366K |
| Perbak Capital Partners LLP | 0.27% | New | 27,598 | $360K |
| Oppenheimer Asset Management Inc. | 0.00% | Add +11.4% | 27,459 | $359K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 27,271 | $356K |
| Insight 2811, Inc. | 0.17% | No change | 25,982 | $339K |
| Hancock Whitney Corp. | 0.01% | Add +12.6% | 25,466 | $333K |
| Bank of Montreal | 0.00% | Add +26.4% | 24,472 | $320K |
| KLP Kapitalforvaltning As | 0.00% | Reduce -13.9% | 24,100 | $315K |
| BNP Paribas Financial Markets | 0.00% | Add +39.9% | 23,595 | $308K |
| Captrust Financial Advisors | 0.00% | Reduce -0.4% | 22,733 | $297K |
| Millennium Management | 0.00% | Reduce -95.2% | 22,011 | $287K |
| EP Wealth Advisors, LLC | 0.00% | Add +26.4% | 19,728 | $258K |
| Garner Asset Management Corp | 0.11% | Add +25.5% | 19,518 | $255K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -3.9% | 18,509 | $242K |
| Quantinno Capital Management LP | 0.00% | Add +60.1% | 18,167 | $237K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.9% | 18,159 | $237K |
| Penserra Capital Management LLC | 0.00% | Reduce -11.1% | 18,089 | $236K |
| GMO | 0.00% | Reduce -54.8% | 17,938 | $234K |
| HSBC Holdings PLC | 0.00% | Reduce -0.2% | 17,752 | $230K |
| Neuberger Berman Group LLC | 0.00% | Add +3.2% | 16,070 | $210K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -7.5% | 15,503 | $202K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 15,281 | $200K |
| Osaic Holdings, Inc. | 0.00% | Reduce -49.6% | 15,285 | $200K |
| Cerity Partners LLC | 0.00% | Add +22.5% | 14,171 | $185K |
| HighTower Advisors, LLC | 0.00% | Reduce -55.6% | 13,948 | $182K |
| Corient Private Wealth LP | 0.00% | Add +12.8% | 13,806 | $180K |
| US Bancorp \de | 0.00% | Reduce -2.9% | 13,088 | $171K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 12,895 | $168K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 12,837 | $166K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -50.9% | 12,701 | $166K |
| CIBC Asset Management Inc | 0.00% | Reduce -4.2% | 12,341 | $161K |
| Aristeia Capital, L.L.C. | 0.01% | New | 12,276 | $160K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -31.0% | 11,820 | $154K |
| Oxford Asset Management LLP | 0.07% | New | 11,731 | $153K |
| Cetera Investment Advisers | 0.00% | Add +0.1% | 11,248 | $147K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -21.1% | 11,236 | $147K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -7.5% | 11,090 | $145K |
| U.S. Capital Wealth Advisors, LLC | 0.00% | Reduce -0.9% | 11,000 | $144K |
| PFG Investments, LLC | 0.01% | Reduce -5.2% | 10,846 | $142K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -3.7% | 10,773 | $141K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -3.7% | 10,773 | $141K |
| QRG Capital Management, Inc. | 0.00% | Reduce -4.8% | 10,413 | $136K |
| Atria Investments, Inc | 0.00% | New | 10,302 | $135K |
| Eisler Capital Management Ltd. | 0.00% | New | 10,312 | $135K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -37.1% | 10,273 | $134K |
| ESL Trust Services, LLC | 0.03% | No change | 9,016 | $118K |
| Huntington National Bank | 0.00% | Add +13.0% | 6,637 | $87K |
| Trust Co. of Vermont | 0.00% | Reduce -0.1% | 6,218 | $81K |
| KBC Group NV | 0.00% | No change | 5,800 | $76K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +222.4% | 5,677 | $74K |
| Atwood & Palmer Inc. | 0.00% | No change | 5,078 | $66K |
| Public Employees Retirement System of Ohio | 0.00% | Add +1.4% | 4,890 | $64K |
| TD Private Client Wealth LLC | 0.00% | No change | 4,783 | $62K |
| Blue Trust, Inc. | 0.00% | Add +7.6% | 4,448 | $58K |
| Quadrant Capital Group LLC | 0.00% | Add +166.6% | 4,441 | $58K |
| Aster Capital Management (DIFC) Ltd | 0.01% | New | 3,781 | $53K |
| Jones Financial Companies LLLP | 0.00% | Add +192.6% | 3,912 | $51K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | New | 3,763 | $49K |
| Optimum Investment Advisors | 0.02% | Reduce -10.0% | 3,600 | $47K |
| Coldstream Capital Management Inc. | 0.00% | New | 3,599 | $47K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +307.8% | 3,413 | $45K |
| Sterling Capital Management LLC | 0.00% | Reduce -34.9% | 3,376 | $44K |
| CIBC Private Wealth Group LLC | 0.00% | Add +5.5% | 3,959 | $44K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,925 | $38K |
| GAMMA Investing LLC | 0.00% | Add +26.3% | 2,916 | $38K |
| Quent Capital, LLC | 0.00% | No change | 2,748 | $36K |
| CENTRAL TRUST Co | 0.00% | No change | 2,734 | $36K |
| Parkside Financial Bank & Trust | 0.00% | Add +678.7% | 2,702 | $35K |
| St. Johns Investment Management Company, LLC | 0.02% | No change | 2,530 | $33K |
| Smithfield Trust Co | 0.00% | No change | 2,508 | $33K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -2.5% | 2,513 | $33K |
| Colonial Trust Advisors | 0.00% | No change | 2,422 | $32K |
| Cwm, LLC | 0.00% | Add +28.9% | 2,372 | $31K |
| Salem Investment Counselors Inc. | 0.00% | No change | 2,272 | $30K |
| Mather Group, Llc. | 0.00% | Reduce -7.1% | 2,222 | $29K |
| OP Asset Management Ltd | 0.00% | — | 2,144 | $28K |
| Signaturefd, LLC | 0.00% | Add +213.8% | 1,949 | $25K |
| NewEdge Advisors, LLC | 0.00% | No change | 1,923 | $25K |
| HM Payson & Co. | 0.00% | No change | 1,900 | $25K |
| Versant Capital Management, Inc | 0.00% | Add +49.4% | 1,862 | $24K |
| Asset Planning,Inc | 0.02% | No change | 1,658 | $22K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 1,600 | $21K |
| Stuart Chaussee & Associates, Inc. | 0.00% | No change | 1,500 | $20K |
| Farther Finance Advisors, LLC | 0.00% | Add +303.9% | 1,434 | $19K |
| MAI Capital Management | 0.00% | Reduce -0.4% | 1,371 | $18K |
| Principal Securities, Inc. | 0.00% | No change | 1,213 | $18K |
| Blume Capital Management, Inc. | 0.00% | No change | 1,280 | $17K |
| Bank of New Hampshire | 0.00% | No change | 1,200 | $16K |
| Whittier Trust Co. | 0.00% | No change | 1,200 | $16K |
| Harbour Investments, Inc. | 0.00% | Reduce -3.6% | 1,163 | $15K |
| Covestor Ltd | 0.01% | Add +3.4% | 1,151 | $15K |
| Cornerstone National Bank & Trust Co | 0.01% | No change | 1,137 | $15K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 1,136 | $15K |
| Fifth Third Bancorp | 0.00% | Add +1.3% | 1,032 | $13K |
| Darwin Wealth Management, LLC | 0.00% | No change | 900 | $13K |
| Rothschild Investment LLC | 0.00% | Add +15.8% | 991 | $13K |
| Riverview Trust Co | 0.01% | Reduce -33.1% | 962 | $13K |
| Spire Wealth Management | 0.00% | Reduce -1.0% | 901 | $12K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 888 | $12K |
| Caitong International Asset Management Co., Ltd | 0.01% | Add +6200.0% | 882 | $12K |
| GW&K Investment Management, LLC | 0.00% | No change | 879 | $11K |
| MeadowBrook Investment Advisors LLC | 0.01% | No change | 840 | $11K |
| S&T Bank | 0.00% | No change | 815 | $11K |
| Citizens National Bank Trust Department | 0.00% | Add +100.0% | 800 | $10K |
| Private Wealth Asset Management, LLC | 0.00% | — | 800 | $10K |
| MCF Advisors LLC | 0.00% | No change | 692 | $9K |
| Larson Financial Group LLC | 0.00% | Add +1531.7% | 669 | $9K |
| Parallel Advisors, LLC | 0.00% | Add +11.2% | 664 | $9K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +27.2% | 627 | $8K |
| Addison Advisors LLC | 0.00% | Add +6.4% | 619 | $8K |
| UMB Bank, n.a. | 0.00% | Reduce -4.5% | 614 | $8K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +52.4% | 596 | $8K |
| Sandy Spring Bank | 0.00% | Reduce -21.6% | 544 | $7K |
| Crewe Advisors LLC | 0.00% | No change | 534 | $7K |
| IFP Advisors, Inc | 0.00% | Reduce -3.0% | 491 | $7K |
| CX Institutional | 0.00% | New | 484 | $6K |
| Flagship Wealth Advisors, LLC | 0.00% | No change | 448 | $6K |
| Trivant Custom Portfolio Group, LLC | 0.00% | No change | 443 | $6K |
| Optiver Holding B.V. | 0.00% | New | 409 | $5K |
| Park Square Financial Group, LLC | 0.00% | No change | 400 | $5K |
| Westside Investment Management, Inc. | 0.00% | No change | 400 | $5K |
| McIlrath & Eck, LLC | 0.00% | No change | 400 | $5K |
| Bessemer Group Inc. | 0.00% | Reduce -14.6% | 356 | $5K |
| National Bank of Canada | 0.00% | Reduce -15.5% | 366 | $5K |
| Allworth Financial LP | 0.00% | Add +14.5% | 387 | $5K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -23.5% | 336 | $4K |
| Geneos Wealth Management Inc. | 0.00% | Add +9.3% | 330 | $4K |
| Montag A & Associates Inc. | 0.00% | Reduce -37.8% | 329 | $4K |
| Hantz Financial Services, Inc. | 0.00% | No change | 299 | $4K |
| Costello Asset Management, INC | 0.00% | New | 300 | $4K |
| Pinnacle Bancorp, Inc. | 0.00% | Reduce -50.0% | 300 | $4K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -13.4% | 251 | $3K |
| Hemington Wealth Management | 0.00% | Reduce -3.4% | 257 | $3K |
| SVB Wealth LLC | 0.00% | New | 219 | $3K |
| Clearstead Advisors, LLC | 0.00% | No change | 210 | $3K |
| Accordant Advisory Group Inc | 0.00% | No change | 200 | $3K |
| Gables Capital Management Inc. | 0.00% | No change | 200 | $3K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 200 | $3K |
| Burkett Financial Services, LLC | 0.00% | No change | 200 | $3K |
| Global Wealth Strategies & Associates | 0.00% | New | 200 | $3K |
| Anchor Investment Management, LLC | 0.00% | No change | 200 | $3K |
| WASHINGTON TRUST Co | 0.00% | No change | 200 | $3K |
| AdvisorNet Financial, Inc | 0.00% | New | 180 | $2K |
| Lindbrook Capital, LLC | 0.00% | Add +280.9% | 179 | $2K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 160 | $2K |
| Brooklyn Investment Group | 0.00% | New | 162 | $2K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 160 | $2K |
| Arax Advisory Partners | 0.00% | New | 159 | $2K |
| AllSquare Wealth Management LLC | 0.00% | No change | 155 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 153 | $2K |
| CoreCap Advisors, LLC | 0.00% | No change | 124 | $2K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 123 | $2K |
| Salomon & Ludwin, LLC | 0.00% | No change | 108 | $1K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Reduce -32.0% | 106 | $1K |
| CVA Family Office, LLC | 0.00% | Reduce -24.2% | 100 | $1K |
| North Star Investment Management Corp. | 0.00% | No change | 100 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 91 | $1K |
| Fortitude Family Office, LLC | 0.00% | No change | 90 | $1K |
| Grove Bank & Trust | 0.00% | New | 85 | $1K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 83 | $1K |
| IAG Wealth Partners, LLC | 0.00% | No change | 80 | $1K |
| Manchester Capital Management LLC | 0.00% | Add +128.6% | 80 | $1K |
| Tsfg, LLC | 0.00% | New | 60 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 85 | $1K |
| SBI Securities Co., Ltd. | 0.00% | Add +1.4% | 72 | $940 |
| Private Wealth Management Group, LLC | 0.00% | Reduce -63.8% | 64 | $836 |
| Twin Lakes Capital Management, LLC | 0.00% | No change | 63 | $823 |
| Sierra Ocean, LLC | 0.00% | No change | 62 | $810 |
| Red Tortoise LLC | 0.00% | No change | 62 | $810 |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 62 | $809 |
| Assetmark, Inc. | 0.00% | Reduce -38.8% | 60 | $784 |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 60 | $784 |
| First Horizon Advisors, Inc. | 0.00% | No change | 59 | $771 |
| Highline Wealth Partners LLC | 0.00% | New | 50 | $653 |
| Independence Bank of Kentucky | 0.00% | No change | 50 | $653 |
| Hughes Financial Services, LLC | 0.00% | New | 50 | $650 |
| Hexagon Capital Partners LLC | 0.00% | Reduce -40.2% | 49 | $640 |
| JFS Wealth Advisors, LLC | 0.00% | No change | 47 | $614 |
| First Command Advisory Services, Inc. | 0.00% | No change | 47 | $614 |
| Heritage Wealth Advisors | 0.00% | No change | 45 | $588 |
| Sachetta, LLC | 0.00% | No change | 44 | $575 |
| Private Trust Co. NA | 0.00% | No change | 39 | $509 |
| SouthState Bank Corp | 0.00% | New | 36 | $471 |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 31 | $405 |
| Stephens Consulting, LLC | 0.00% | New | 30 | $392 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 30 | $392 |
| Your Advocates Ltd., LLP | 0.00% | No change | 29 | $379 |
| Bruce G. Allen Investments, LLC | 0.00% | New | 25 | $327 |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 25 | $327 |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 23 | $301 |
| SJS Investment Consulting Inc. | 0.00% | No change | 20 | $262 |
| Global Financial Private Client, LLC | 0.00% | Add +26.7% | 19 | $248 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 18 | $236 |
| Raffa Wealth Management, LLC | 0.00% | No change | 18 | $235 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -22.2% | 14 | $183 |
| Whipplewood Advisors, LLC | 0.00% | Reduce -63.6% | 4 | $144 |
| Abound Wealth Management | 0.00% | Reduce -16.7% | 10 | $131 |
| West Paces Advisors Inc. | 0.00% | No change | 9 | $118 |
| Garde Capital, Inc. | 0.00% | New | 5 | $66 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 3 | $39 |
| Sunbelt Securities, Inc. | 0.00% | New | 3 | $39 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 3 | $39 |
| HFM Investment Advisors, LLC | 0.00% | — | 1 | $14 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 1 | $13 |
| SOA Wealth Advisors, LLC. | 0.00% | Reduce -99.1% | 1 | $13 |
"% of holder's portfolio" is MBC's weight in each manager's 13F, not the share of Masterbrand Inc. the manager owns.