MasterbrandMBC

13F holders, Q3 2025 (September 30)
337holders +12
52new positions
37sold out
9famous investors
$13.17avg. 13F price*

At the end of Q3 2025, 337 institutions reported holding Masterbrand Inc. (MBC) in their 13F filings, up 12 from Q2 2025. 52 opened new positions and 37 sold out. The largest holders were BlackRock, Inc. ($248.6M), Gates Capital Management, Inc. ($136.7M) and Vanguard Group Inc. ($119.6M). 9 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 Bill Nygren (0.0% of Harris Associates (Oakmark Funds)'s portfolio).

Company
Masterbrand Inc.
CUSIP
57638P104
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 341Q1 2024Q2 2024: 353Q2 2024Q3 2024: 356Q3 2024Q4 2024: 363Q4 2024Q1 2025: 341Q1 2025Q2 2025: 325Q2 2025Q3 2025: 337Q3 2025Q4 2025: 331Q4 2025Q1 2026: 335Q1 2026Q2 2026: 348Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions52$77.3M
Exits37$14.3M

All 13F filers, Q2 2025 → Q3 2025: 24,744,406 shares bought and 10,843,752 shares sold, net +13,900,654 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 337 holders

BlackRock, Inc. 0.00% Add +0.2% 18,875,778 $248.6M
Gates Capital Management, Inc. 4.23% Reduce -13.7% 10,376,340 $136.7M
Vanguard Group Inc. 0.00% Reduce -1.1% 9,082,335 $119.6M
Boston Partners 0.12% Add +7.8% 8,930,199 $117.7M
Coliseum Capital Management, LLC 9.73% Add +75.7% 7,563,291 $99.6M
Dimensional Fund Advisors LP 0.02% Add +2.4% 6,289,199 $82.8M
Diameter Capital Partners LP 7.00% Add +406.0% 5,060,410 $66.6M
State Street Corp. 0.00% Add +0.1% 4,932,375 $65.0M
Pzena Investment Management LLC 0.18% Reduce -0.8% 4,123,054 $54.3M
FMR LLC 0.00% Reduce -36.5% 3,703,231 $48.8M
Sixth Street Partners Management Company, L.P. 3.78% Add +138.5% 3,338,892 $44.0M
Geode Capital Management, LLC 0.00% Add +0.4% 3,010,804 $39.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +20.0% 2,949,665 $38.8M
Charles Schwab Investment Management Inc. 0.01% Add +0.3% 2,491,642 $32.8M
Goldman Sachs Group Inc. 0.00% Add +123.6% 2,472,089 $32.6M
ACK Asset Management LLC 3.79% New 2,300,000 $30.3M
Renaissance Technologies 0.04% Add +3.0% 2,113,363 $27.8M
Stonehill Capital Management LLC 10.12% Add +311.5% 1,954,780 $25.7M
Teacher Retirement System of Texas 0.10% Add +80.2% 1,924,823 $25.3M
Canyon Capital Advisors LLC 3.25% Add +69.0% 1,800,000 $23.7M
Northern Trust Corp. 0.00% Reduce -0.8% 1,471,797 $19.4M
Morgan Stanley 0.00% Reduce -4.7% 1,381,320 $18.2M
Nixon Capital, LLC 4.93% Add +40.1% 1,230,596 $16.2M
De Lisle Partners LLP 1.81% No change 1,119,149 $14.7M
Polar Capital Holdings Plc 0.06% Add +74.0% 997,406 $13.1M
Thrivent Financial for Lutherans 0.03% Reduce -79.6% 967,572 $12.7M
Bridgeway Capital Management, LLC 0.27% Reduce -3.8% 961,086 $12.7M
Ancora Advisors LLC 0.24% Add +20.5% 895,096 $11.8M
Bank of New York Mellon Corp 0.00% Reduce -3.8% 869,020 $11.4M
JPMorgan Chase & Co. 0.00% Add +353.2% 695,128 $9.2M
Invesco Ltd. 0.00% Reduce -0.5% 652,924 $8.6M
Pictet Asset Management Holding SA 0.01% Add +26.8% 630,663 $8.3M
Principal Financial Group Inc. 0.00% Reduce -2.6% 611,955 $8.1M
Paradigm Capital Management Inc. 0.33% New 580,000 $7.6M
Russell Investments Group, Ltd. 0.01% Add +3.2% 576,139 $7.6M
Empowered Funds, LLC 0.08% Add +2.1% 566,086 $7.5M
UBS Group AG 0.00% Add +143.8% 542,365 $7.1M
Public Sector Pension Investment Board 0.02% Add +14.2% 494,325 $6.5M
Balyasny Asset Management L.P. 0.01% Add +1309.9% 479,606 $6.3M
Victory Capital Management Inc. 0.00% Reduce -6.6% 467,856 $6.2M
Royce & Associates LP 0.06% Reduce -36.6% 428,454 $5.6M
Bank of America Corp. 0.00% Add +8.7% 410,754 $5.4M
Peregrine Capital Management LLC 0.16% New 409,260 $5.4M
American Century Companies Inc. 0.00% Add +18.7% 401,878 $5.3M
RBF Capital, LLC 0.24% New 390,382 $5.1M
Rhumbline Advisers 0.00% Reduce -1.3% 382,331 $5.0M
Weiss Asset Management LP 0.08% New 360,320 $4.7M
Woodline Partners LP 0.02% New 355,350 $4.7M
Prudential Financial Inc. 0.01% Reduce -17.3% 343,053 $4.5M
Allianz Asset Management GmbH 0.01% Add +18.8% 342,848 $4.5M
Legal & General Group Plc 0.00% Reduce -6.6% 327,230 $4.3M
Ameriprise Financial Inc. 0.00% Reduce -0.4% 322,866 $4.3M
First Trust Advisors LP 0.00% Add +42.2% 310,770 $4.1M
Beaconlight Capital, LLC 1.90% New 292,959 $3.9M
Nuveen, LLC 0.00% Reduce -1.8% 286,514 $3.8M
Deutsche Bank AG 0.00% Add +4.1% 283,763 $3.7M
Swiss National Bank 0.00% Add +0.7% 245,700 $3.2M
Denali Advisors LLC 0.36% New 241,400 $3.2M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Reduce -4.6% 239,940 $3.2M
Sei Investments Co. 0.00% Add +552.6% 231,742 $3.1M
Barclays PLC 0.00% Reduce -20.9% 222,844 $2.9M
North Growth Management Ltd. 0.49% Reduce -0.5% 215,000 $2.8M
Trexquant Investment LP 0.03% Add +322.3% 206,603 $2.7M
683 Capital Management, LLC 0.25% New 200,000 $2.6M
AQR Capital Management 0.00% Add +7.2% 188,451 $2.5M
Wells Fargo & Company 0.00% Add +7.8% 186,939 $2.5M
Raymond James Financial Inc. 0.00% Add +9.3% 186,538 $2.5M
ExodusPoint Capital Management, LP 0.03% Add +136.0% 184,245 $2.4M
Royal Bank of Canada 0.00% Add +63.6% 178,149 $2.3M
STRS Ohio 0.01% Add +253.2% 168,100 $2.2M
Wedge Capital Management L L P 0.04% Add +9.5% 166,117 $2.2M
EMG Holdings, L.P. 2.34% New 165,100 $2.2M
Lazard Asset Management LLC 0.00% New 163,010 $2.1M
New York State Teachers Retirement System 0.00% Reduce -7.1% 157,089 $2.1M
Truist Financial Corp. 0.00% Add +0.4% 155,844 $2.1M
Alliancebernstein L.P. 0.00% Reduce -0.1% 153,601 $2.0M
Citigroup Inc. 0.00% Reduce -15.3% 136,312 $1.8M
Exchange Traded Concepts, LLC 0.02% Reduce -0.6% 121,179 $1.6M
T. Rowe Price Associates Inc. 0.00% Add +4.3% 117,695 $1.6M
Mitsubishi UFJ Trust & Banking Corp 0.00% Reduce -37.6% 117,754 $1.6M
California State Teachers Retirement System 0.00% Add +0.0% 117,445 $1.5M
AXA Investment Managers S.A. 0.00% — 114,371 $1.5M
Harris Associates (Oakmark Funds) 0.00% Reduce -1.9% 110,237 $1.5M
New York State Common Retirement Fund 0.00% Add +166.7% 104,480 $1.4M
Rafferty Asset Management, LLC 0.00% Add +124.6% 100,285 $1.3M
AlphaQuest LLC 0.09% Add +9.4% 99,380 $1.3M
Verition Fund Management LLC 0.01% Add +0.8% 98,246 $1.3M
Citadel Advisors 0.00% Reduce -49.1% 94,588 $1.2M
Federated Hermes, Inc. 0.00% Add +20.1% 92,810 $1.2M
Comerica Bank 0.00% Add +7.9% 89,487 $1.2M
PNC Financial Services Group, Inc. 0.00% Reduce -24.6% 82,282 $1.1M
GAMCO Investors 0.01% Reduce -8.3% 81,354 $1.1M
BNP Paribas Financial Markets 0.00% Add +358.6% 79,629 $1.0M
Millennium Management 0.00% Reduce -84.9% 78,796 $1.0M
MetLife Investment Management, LLC 0.00% No change 76,519 $1.0M
D. E. Shaw & Co. 0.00% Reduce -60.0% 73,615 $970K
State of Alaska, Department of Revenue 0.01% Reduce -6.7% 70,456 $927K
Illinois Municipal Retirement Fund 0.01% Reduce -0.6% 65,976 $869K
Manufacturers Life Insurance Company, The 0.00% Reduce -4.0% 64,258 $846K
Creative Planning 0.00% Add +71.5% 61,644 $812K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -15.2% 59,041 $778K
Louisiana State Employees Retirement System 0.01% Reduce -1.5% 58,300 $768K
iSAM Funds (UK) Ltd 0.15% New 55,689 $733K
Janus Henderson Group PLC 0.00% No change 55,519 $731K
State of Wisconsin Investment Board 0.00% Reduce -49.2% 53,584 $706K
State of Tennessee, Department of Treasury 0.00% Reduce -26.7% 52,760 $695K
Moore Capital Management, LP 0.01% New 52,574 $692K
Vident Advisory, LLC 0.01% New 51,505 $678K
Cullen Capital Management, LLC 0.01% Add +30.3% 49,523 $652K
Intech Investment Management LLC 0.01% Reduce -10.4% 48,438 $638K
Gabelli Funds LLC 0.00% No change 46,000 $606K
Quantinno Capital Management LP 0.00% Add +30.0% 45,336 $597K
Commerce Bank 0.00% Reduce -0.8% 44,856 $591K
State Board of Administration of Florida Retirement System 0.00% No change 44,533 $587K
CastleKnight Management LP 0.03% No change 40,900 $539K
LPL Financial LLC 0.00% Add +22.7% 40,716 $536K
Yousif Capital Management, LLC 0.01% Reduce -16.6% 39,335 $518K
Hancock Whitney Corp. 0.01% Add +1.2% 38,803 $511K
Amalgamated Bank 0.00% Add +3.5% 37,519 $494K
Arizona State Retirement System 0.00% Add +0.7% 37,503 $494K
Envestnet Asset Management Inc. 0.00% Add +1.1% 37,216 $490K
Nisa Investment Advisors, LLC 0.00% Add +5.9% 36,769 $484K
Teachers Retirement System of the State of Kentucky 0.00% Reduce -11.2% 36,248 $478K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 35,246 $464K
Police & Firemen's Retirement System of New Jersey 0.00% Add +19.7% 35,193 $463K
Handelsbanken Fonder AB 0.00% No change 34,100 $449K
Two Sigma Advisers, LP 0.00% Reduce -51.8% 33,600 $443K
Allspring Global Investments Holdings, LLC 0.00% Add +4.6% 33,400 $437K
Natixis Advisors, LLC 0.00% Add +23.9% 33,007 $435K
Contrarian Capital Management, L.L.C. 0.11% Add +37.5% 33,000 $435K
Brevan Howard Capital Management LP 0.01% Reduce -24.2% 32,809 $432K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -0.8% 32,275 $425K
Claret Asset Management Corp 0.05% Reduce -9.6% 30,037 $396K
Fractal Investments LLC 0.06% No change 29,328 $386K
Oregon Public Employees Retirement Fund 0.00% Reduce -1.7% 28,535 $376K
Wellington Shields Capital Management, LLC 0.06% No change 28,500 $375K
KLP Kapitalforvaltning As 0.00% Add +18.3% 28,500 $375K
Dark Forest Capital Management LP 0.01% New 27,822 $366K
Ensign Peak Advisors, Inc 0.00% Reduce -46.5% 27,115 $357K
Susquehanna International Group, LLP 0.00% Reduce -84.3% 26,612 $350K
Oppenheimer Asset Management Inc. 0.00% Reduce -2.5% 26,151 $344K
Insight 2811, Inc. 0.15% No change 25,982 $342K
Penserra Capital Management LLC 0.00% No change 25,613 $337K
Mariner, LLC 0.00% Add +25.2% 25,489 $336K
EVR Research LP 0.20% New 25,000 $329K
ProShare Advisors LLC 0.00% Reduce -15.6% 23,935 $315K
Summit Global Investments 0.02% Reduce -55.9% 23,941 $315K
Voya Investment Management LLC 0.00% Reduce -33.1% 23,260 $306K
Captrust Financial Advisors 0.00% Add +1.6% 22,691 $299K
Amundi 0.00% Add +15.8% 22,637 $295K
Gotham Asset Management 0.00% Add +13.3% 22,333 $294K
Commonwealth Equity Services, LLC 0.00% Reduce -13.4% 20,969 $276K
Carlson Capital, L.P. 0.15% New 20,600 $271K
Bridgefront Capital, LLC 0.08% New 20,539 $270K
Corient Private Wealth LP 0.00% Add +8.0% 20,075 $264K
Jump Financial, LLC 0.00% New 18,964 $250K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -1.8% 19,128 $246K
Garner Asset Management Corp 0.10% Add +0.9% 18,636 $245K
Prelude Capital Management, LLC 0.02% New 18,279 $241K
Maryland State Retirement & Pension System 0.01% Reduce -50.9% 18,219 $240K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -1.1% 18,043 $238K
Mackenzie Financial Corp. 0.00% New 17,940 $236K
GMO 0.00% No change 17,938 $236K
Fox Run Management, L.L.C. 0.04% Reduce -8.2% 17,184 $226K
Pathstone Holdings, LLC 0.00% New 16,956 $223K
Neuberger Berman Group LLC 0.00% Add +5.8% 16,086 $212K
Americana Partners, LLC 0.01% Add +49.2% 15,919 $210K
Cambridge Investment Research Advisors, Inc. 0.00% Add +5.2% 15,844 $209K
Public Employees Retirement Association of Colorado 0.00% No change 15,281 $201K
GTS Securities LLC 0.01% Add +23.6% 14,533 $191K
Mutual of America Capital Management LLC 0.00% Reduce -12.8% 14,196 $187K
Osaic Holdings, Inc. 0.00% Add +17.6% 14,134 $185K
US Bancorp \de 0.00% Reduce -0.0% 13,766 $181K
CIBC Bancorp USA Inc. 0.00% — 13,547 $178K
Bank of Montreal 0.00% Reduce -46.9% 12,964 $171K
DekaBank Deutsche Girozentrale 0.00% No change 12,837 $170K
Cetera Investment Advisers 0.00% Reduce -2.0% 12,699 $167K
Freestone Grove Partners LP 0.00% New 12,614 $166K
State of Wyoming 0.02% Add +62.2% 12,602 $166K
Mercer Global Advisors Inc. 0.00% Add +6.7% 12,551 $165K
CIBC Asset Management Inc 0.00% No change 12,341 $163K
SG Americas Securities, LLC 0.00% New 11,611 $153K
Ameritas Investment Partners, Inc. 0.00% Reduce -17.7% 10,617 $140K
Cerity Partners LLC 0.00% Reduce -24.2% 10,303 $136K
Glenmede Investment Management, LP 0.00% New 10,277 $135K
Choreo, LLC 0.00% New 10,131 $133K
Corton Capital Inc. 0.33% New 10,121 $133K
Xponance LLC 0.00% New 10,014 $132K
Sterling Capital Management LLC 0.00% Add +113.3% 9,989 $132K
ESL Trust Services, LLC 0.02% No change 9,016 $119K
Tower Research Capital LLC (TRC) 0.00% Reduce -67.9% 6,935 $91K
Global Retirement Partners, LLC 0.00% No change 6,818 $90K
Huntington National Bank 0.00% No change 6,350 $84K
Trust Co. of Vermont 0.00% Reduce -1.1% 6,150 $81K
CIBC Private Wealth Group LLC 0.00% Add +58.8% 5,812 $77K
Jones Financial Companies LLLP 0.00% Add +26.7% 5,579 $76K
KBC Group NV 0.00% No change 5,800 $76K
Steward Partners Investment Advisory, LLC 0.00% Add +3.0% 5,670 $75K
Public Employees Retirement System of Ohio 0.00% Add +1.1% 5,202 $69K
Parkside Financial Bank & Trust 0.01% Add +18.8% 5,178 $68K
Optimum Investment Advisors 0.03% Add +13.3% 5,100 $67K
Atwood & Palmer Inc. 0.00% No change 5,078 $67K
Allworth Financial LP 0.00% Reduce -33.3% 4,244 $56K
Quadrant Capital Group LLC 0.00% New 4,206 $55K
Cwm, LLC 0.00% Add +57.5% 3,414 $45K
GAMMA Investing LLC 0.00% Add +52.4% 3,268 $43K
Smartleaf Asset Management LLC 0.00% Add +28.3% 2,892 $39K
Bartlett & Co. Wealth Management LLC 0.00% No change 2,925 $39K
Quent Capital, LLC 0.00% New 2,837 $37K
St. Johns Investment Management Company, LLC 0.01% No change 2,530 $33K
Smithfield Trust Co 0.00% No change 2,508 $33K
Salem Investment Counselors Inc. 0.00% No change 2,272 $30K
Mather Group, Llc. 0.00% New 2,154 $28K
MTM Investment Management, LLC 0.01% No change 2,000 $26K
Versant Capital Management, Inc 0.00% Add +19.4% 1,980 $26K
Fifth Third Bancorp 0.00% Add +1.9% 1,927 $25K
CENTRAL TRUST Co 0.00% Reduce -29.4% 1,926 $25K
HM Payson & Co. 0.00% No change 1,900 $25K
Rockefeller Capital Management L.P. 0.00% New 1,787 $24K
Asset Planning,Inc 0.02% No change 1,658 $22K
Nomura Asset Management Co. Ltd. 0.00% No change 1,600 $21K
Clearstead Advisors, LLC 0.00% Add +33.8% 1,594 $21K
IFP Advisors, Inc 0.00% Add +332.0% 1,564 $21K
Stuart Chaussee & Associates, Inc. 0.00% No change 1,500 $20K
Farther Finance Advisors, LLC 0.00% Add +4.3% 1,497 $20K
Caitong International Asset Management Co., Ltd 0.01% Add +142300.0% 1,424 $19K
NewEdge Advisors, LLC 0.00% Reduce -28.1% 1,382 $18K
MAI Capital Management 0.00% Reduce -2.7% 1,316 $17K
Colonial Trust Advisors 0.00% Reduce -7.7% 1,313 $17K
Covestor Ltd 0.01% Add +10.1% 1,334 $17K
Blume Capital Management, Inc. 0.00% No change 1,280 $17K
Whittier Trust Co. 0.00% No change 1,200 $16K
Cornerstone National Bank & Trust Co 0.01% No change 1,137 $15K
GPS Wealth Strategies Group, LLC 0.00% No change 1,136 $15K
Salomon & Ludwin, LLC 0.00% Add +941.7% 1,125 $15K
Wealthspire Advisors, LLC 0.00% New 1,112 $15K
Arax Advisory Partners 0.00% Add +204.2% 1,095 $14K
Principal Securities, Inc. 0.00% Add +6.5% 1,090 $14K
Hantz Financial Services, Inc. 0.00% Add +113.0% 1,099 $14K
Summit Securities Group LLC 0.00% New 998 $13K
GW&K Investment Management, LLC 0.00% No change 879 $12K
Darwin Wealth Management, LLC 0.00% No change 900 $12K
Independence Bank of Kentucky 0.00% New 900 $12K
Rothschild Investment LLC 0.00% Reduce -1.7% 891 $12K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +13.7% 836 $11K
UMB Bank, n.a. 0.00% Add +24.3% 830 $11K
Bank of New Hampshire 0.00% No change 800 $11K
Private Wealth Asset Management, LLC 0.00% No change 800 $11K
Measured Wealth Private Client Group, LLC 0.00% New 712 $9K
Optiver Holding B.V. 0.00% Add +150.2% 693 $9K
MCF Advisors LLC 0.00% No change 692 $9K
Harbor Capital Advisors, Inc. 0.00% Add +4.7% 711 $9K
TD Waterhouse Canada Inc. 0.00% No change 638 $8K
Signaturefd, LLC 0.00% Reduce -2.6% 605 $8K
Geneos Wealth Management Inc. 0.00% Reduce -4.4% 604 $8K
Pathway Financial Advisers, LLC 0.00% New 600 $8K
EverSource Wealth Advisors, LLC 0.00% Add +52.0% 561 $7K
Atlantic Union Bankshares Corp 0.00% No change 544 $7K
Harbour Investments, Inc. 0.00% Reduce -46.6% 537 $7K
Crewe Advisors LLC 0.00% No change 534 $7K
National Bank of Canada 0.00% Add +0.4% 496 $7K
Hilltop National Bank 0.00% New 480 $6K
Medallion Wealth Advisors, LLC 0.00% No change 470 $6K
CX Institutional 0.00% No change 484 $6K
Parallel Advisors, LLC 0.00% No change 434 $6K
Advisory Services Network, LLC 0.00% New 433 $6K
Compass Financial Services Inc 0.00% New 400 $5K
Citizens National Bank Trust Department 0.00% Reduce -50.0% 400 $5K
Westside Investment Management, Inc. 0.00% No change 400 $5K
Bell Investment Advisors, Inc 0.00% Reduce -12.9% 397 $5K
Northwestern Mutual Wealth Management Co. 0.00% New 378 $5K
S&T Bank 0.00% No change 336 $4K
Montag A & Associates Inc. 0.00% No change 329 $4K
Costello Asset Management, INC 0.00% No change 300 $4K
Fortitude Family Office, LLC 0.00% No change 231 $3K
Hemington Wealth Management 0.00% Reduce -2.7% 252 $3K
Bessemer Group Inc. 0.00% New 207 $3K
Blue Trust, Inc. 0.00% No change 206 $3K
Gables Capital Management Inc. 0.00% No change 200 $3K
Burkett Financial Services, LLC 0.00% No change 200 $3K
Global Wealth Strategies & Associates 0.00% No change 200 $3K
Anchor Investment Management, LLC 0.00% No change 200 $3K
Steigerwald, Gordon & Koch Inc. 0.00% New 196 $3K
AdvisorNet Financial, Inc 0.00% No change 180 $2K
AllSquare Wealth Management LLC 0.00% No change 155 $2K
MassMutual Private Wealth & Trust, FSB 0.00% No change 153 $2K
Maseco LLP 0.00% No change 136 $2K
Larson Financial Group LLC 0.00% Add +83.1% 130 $2K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 128 $2K
Turning Point Benefit Group, Inc. 0.00% New 128 $2K
CoreCap Advisors, LLC 0.00% No change 123 $2K
Boyd Watterson Asset Management LLC 0.00% No change 123 $2K
Tripletail Wealth Management, LLC 0.00% New 105 $1K
KERR FINANCIAL PLANNING Corp 0.00% — 135 $1K
CVA Family Office, LLC 0.00% No change 100 $1K
North Star Investment Management Corp. 0.00% No change 100 $1K
Grove Bank & Trust 0.00% No change 92 $1K
Farmers & Merchants Investments Inc. 0.00% No change 82 $1K
IAG Wealth Partners, LLC 0.00% No change 80 $1K
Capital Advisors, Ltd. LLC 0.00% No change 85 $1K
SBI Securities Co., Ltd. 0.00% No change 72 $948
Twin Lakes Capital Management, LLC 0.00% No change 63 $830
Whittier Trust Co. of Nevada Inc. 0.00% No change 62 $824
Red Tortoise LLC 0.00% No change 62 $817
Manchester Capital Management LLC 0.00% Reduce -25.0% 60 $791
Evelyn Partners Investment Management LLP 0.00% No change 60 $790
Investment Research & Advisory Group, Inc. 0.00% No change 57 $751
Bruce G. Allen Investments, LLC 0.00% Add +17.4% 54 $711
Cedar Mountain Advisors, LLC 0.00% New 50 $659
Barrow Hanley Mewhinney & Strauss LLC 0.00% New 49 $645
JFS Wealth Advisors, LLC 0.00% No change 45 $593
Heritage Wealth Advisors 0.00% No change 45 $593
Sachetta, LLC 0.00% No change 44 $580
Westfuller Advisors, LLC 0.00% New 44 $579
Hughes Financial Services, LLC 0.00% No change 50 $535
Root Financial Partners, LLC 0.00% New 40 $527
Private Trust Co. NA 0.00% No change 39 $514
Clearstead Trust, LLC 0.00% No change 33 $435
Private Wealth Management Group, LLC 0.00% No change 31 $409
Glen Eagle Advisors, LLC 0.00% No change 30 $395
Your Advocates Ltd., LLP 0.00% No change 29 $382
Physician Wealth Advisors, Inc. 0.00% No change 25 $330
Trifecta Capital Advisors, LLC 0.00% No change 23 $303
Assetmark, Inc. 0.00% Reduce -82.3% 22 $290
True Wealth Design, LLC 0.00% No change 21 $277
Prestige Wealth Management Group LLC 0.00% No change 18 $238
Raffa Wealth Management, LLC 0.00% No change 18 $237
SJS Investment Consulting Inc. 0.00% No change 10 $132
Abound Wealth Management 0.00% No change 10 $132
TD Private Client Wealth LLC 0.00% No change 9 $119
DiNuzzo Private Wealth, Inc. 0.00% Reduce -27.3% 8 $102
SouthState Bank Corp 0.00% No change 3 $40
Sunbelt Securities, Inc. 0.00% New 3 $40
HFM Investment Advisors, LLC 0.00% No change 2 $26
SOA Wealth Advisors, LLC. 0.00% No change 1 $13
Essential Partners LLC 0.00% New 1 $13
Cloud Capital Management, LLC 0.00% New 4 $0

"% of holder's portfolio" is MBC's weight in each manager's 13F, not the share of Masterbrand Inc. the manager owns.