Mercedes-Benz Group AGMBGAF

13F holders, Q4 2025 (December 31)
10holders
1new positions
2sold out
$69.89avg. 13F price*

At the end of Q4 2025, 10 institutions reported holding Mercedes-Benz Group AG (MBGAF) in their 13F filings, unchanged from Q3 2025. 1 opened new positions and 2 sold out. The largest holders were Generali Investments CEE, investicni spolecnost, a.s. ($3.2M), Reik & Co., LLC ($761K) and Yousif Capital Management, LLC ($693K).

Company
Mercedes-Benz Group AG
CUSIP
D1668R123
Latest filing quarter
Q2 2026

History

Number of 13F holders

051015 Q1 2024: 8Q1 2024Q2 2024: 11Q2 2024Q3 2024: 7Q3 2024Q4 2024: 8Q4 2024Q1 2025: 9Q1 2025Q2 2025: 7Q2 2025Q3 2025: 10Q3 2025Q4 2025: 10Q4 2025Q1 2026: 10Q1 2026Q2 2026: 6Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions1$915
Exits2$12.3M

All 13F filers, Q3 2025 → Q4 2025: 5,013 shares bought and 198,199 shares sold, net −193,186 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 10 holders

Generali Investments CEE, investicni spolecnost, a.s. 0.22% Add +12.5% 45,000 $3.2M
Reik & Co., LLC 0.21% No change 10,810 $761K
Yousif Capital Management, LLC 0.01% Reduce -12.0% 10,427 $693K
Old National Bancorp 0.00% No change 3,300 $232K
Hantz Financial Services, Inc. 0.00% Reduce -39.6% 1,442 $101K
PNC Financial Services Group, Inc. 0.00% No change 221 $16K
Steigerwald, Gordon & Koch Inc. 0.00% No change 190 $13K
Sfam, LLC 0.01% — 101 $7K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -57.5% 85 $6K
Strategic Investment Solutions, Inc. 0.00% New 13 $915

"% of holder's portfolio" is MBGAF's weight in each manager's 13F, not the share of Mercedes-Benz Group AG the manager owns.