McGrath RentcorpMGRC
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 257 institutions reported holding McGrath Rentcorp (MGRC) in their 13F filings, up 9 from Q1 2025. 43 opened new positions and 32 sold out. The largest holders were Vanguard Group Inc. ($315.7M), River Road Asset Management, LLC ($246.0M) and BlackRock, Inc. ($227.0M). 6 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- McGrath Rentcorp
- CUSIP
- 580589109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $34.9M |
| Exits | 32 | $24.8M |
All 13F filers, Q1 2025 → Q2 2025: 1,872,294 shares bought and 1,345,759 shares sold, net +526,535 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 257 holders
| Vanguard Group Inc. | 0.01% | Add +1.6% | 2,722,062 | $315.7M |
| River Road Asset Management, LLC | 3.12% | Add +4.0% | 1,970,974 | $246.0M |
| BlackRock, Inc. | 0.00% | Add +0.3% | 1,957,253 | $227.0M |
| Franklin Resources Inc. | 0.03% | Add +0.8% | 1,074,800 | $124.6M |
| Eminence Capital, LP | 1.53% | Add +6.5% | 895,042 | $103.8M |
| Victory Capital Management Inc. | 0.07% | Add +33.2% | 863,985 | $100.2M |
| Dimensional Fund Advisors LP | 0.02% | Add +1.3% | 833,262 | $96.6M |
| T. Rowe Price Investment Management, Inc. | 0.05% | Reduce -32.3% | 703,117 | $81.5M |
| Geode Capital Management, LLC | 0.01% | Add +2.0% | 610,231 | $70.8M |
| State Street Corp. | 0.00% | Add +3.6% | 597,972 | $69.3M |
| Channing Capital Management, LLC | 1.62% | Add +1.6% | 501,957 | $58.2M |
| Hawk Ridge Capital Management LP | 2.40% | No change | 496,142 | $57.5M |
| Morgan Stanley | 0.00% | Add +14.1% | 461,582 | $53.5M |
| Snyder Capital Management L P | 0.90% | Reduce -6.1% | 363,648 | $42.2M |
| Wellington Management Group LLP | 0.01% | Reduce -10.5% | 356,189 | $41.3M |
| Clearbridge Investments, LLC | 0.03% | Reduce -0.4% | 351,155 | $40.7M |
| Silvercrest Asset Management Group LLC | 0.26% | Add +10.6% | 339,453 | $39.4M |
| Loomis Sayles & Co. L P | 0.05% | Add +282.1% | 328,609 | $38.1M |
| FMR LLC | 0.00% | Add +13.2% | 319,050 | $37.0M |
| Capital Research Global Investors | 0.01% | No change | 305,450 | $35.4M |
| Northern Trust Corp. | 0.00% | Reduce -3.1% | 298,697 | $34.6M |
| Capital World Investors | 0.01% | Add +11.0% | 294,536 | $34.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -1.6% | 285,809 | $33.1M |
| Schroder Investment Management Group | 0.02% | Add +21.0% | 224,515 | $26.0M |
| Neumeier Poma Investment Counsel LLC | 2.22% | Reduce -1.4% | 205,406 | $23.8M |
| Allianz Asset Management GmbH | 0.03% | Add +1803.8% | 180,195 | $20.9M |
| Qube Research & Technologies Ltd | 0.03% | Add +10.9% | 168,570 | $19.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1.1% | 165,249 | $19.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -13.3% | 164,534 | $19.1M |
| Bank of New York Mellon Corp | 0.00% | Add +1.2% | 162,417 | $18.8M |
| Marshall Wace, LLP | 0.02% | Add +134.8% | 153,335 | $17.8M |
| Raymond James Financial Inc. | 0.01% | Add +1.4% | 149,504 | $17.3M |
| New York State Common Retirement Fund | 0.02% | Add +3.4% | 124,926 | $14.5M |
| Ameriprise Financial Inc. | 0.00% | Add +1139.8% | 116,890 | $13.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +35.3% | 104,545 | $12.1M |
| UBS Group AG | 0.00% | Add +15.3% | 103,670 | $12.0M |
| Water Island Capital LLC | 2.22% | Add +0.1% | 99,225 | $11.5M |
| Two Sigma Advisers, LP | 0.02% | Reduce -22.6% | 98,062 | $11.4M |
| Bank of America Corp. | 0.00% | Add +9.4% | 94,433 | $11.0M |
| Two Sigma Investments, LP | 0.02% | Reduce -25.9% | 93,685 | $10.9M |
| Bayberry Capital Partners LP | 3.45% | No change | 90,049 | $10.4M |
| Anchor Capital Management Company, LLC | 8.12% | Add +48.3% | 84,500 | $9.8M |
| Woodline Partners LP | 0.05% | New | 81,675 | $9.5M |
| Swedbank AB | 0.01% | Reduce -62.5% | 75,000 | $8.7M |
| Susquehanna International Group, LLP | 0.01% | Reduce -13.4% | 74,947 | $8.7M |
| Segall Bryant & Hamill, LLC | 0.12% | Add +20.5% | 71,788 | $8.3M |
| Nuveen, LLC | 0.00% | Reduce -9.5% | 68,870 | $8.0M |
| Renaissance Technologies | 0.01% | Reduce -27.6% | 66,695 | $7.7M |
| AdvisorShares Investments LLC | 1.35% | Add +2.4% | 64,738 | $7.5M |
| Invesco Ltd. | 0.00% | Add +59.0% | 61,389 | $7.1M |
| Lazard Asset Management LLC | 0.01% | Add +30.9% | 60,736 | $7.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -22.6% | 59,573 | $6.9M |
| ProShare Advisors LLC | 0.01% | Reduce -16.3% | 57,335 | $6.6M |
| Hamilton Point Investment Advisors, LLC | 0.98% | Reduce -5.2% | 51,508 | $6.0M |
| Teacher Retirement System of Texas | 0.02% | Add +329.2% | 51,150 | $5.9M |
| Barclays PLC | 0.00% | Add +47.7% | 47,776 | $5.5M |
| Algert Global LLC | 0.11% | Reduce -21.9% | 47,317 | $5.5M |
| Swiss National Bank | 0.00% | Reduce -1.5% | 46,900 | $5.4M |
| Rhumbline Advisers | 0.00% | Add +1.2% | 46,821 | $5.4M |
| Asset Management One Co., Ltd. | 0.02% | Reduce -1.3% | 45,191 | $5.2M |
| Gabelli Funds LLC | 0.04% | Reduce -0.5% | 45,139 | $5.2M |
| Hillsdale Investment Management Inc. | 0.19% | Add +33.5% | 43,800 | $5.1M |
| GAMCO Investors | 0.05% | No change | 41,000 | $4.8M |
| AQR Capital Management | 0.00% | Add +238.1% | 39,887 | $4.6M |
| Freestone Grove Partners LP | 0.03% | New | 39,193 | $4.5M |
| Hotchkis & Wiley Capital Management LLC | 0.01% | Add +2.1% | 34,650 | $4.0M |
| Public Employees Retirement System of Ohio | 0.01% | Add +15.3% | 33,284 | $3.9M |
| Voloridge Investment Management, LLC | 0.01% | Add +15.2% | 32,009 | $3.7M |
| CW Advisors, LLC | 0.04% | New | 31,711 | $3.7M |
| Jane Street Group, LLC | 0.01% | Reduce -47.5% | 30,542 | $3.5M |
| Legal & General Group Plc | 0.00% | Add +7.4% | 30,518 | $3.5M |
| First Trust Advisors LP | 0.00% | New | 28,583 | $3.3M |
| Thrivent Financial for Lutherans | 0.01% | No change | 27,185 | $3.2M |
| Alliancebernstein L.P. | 0.00% | Add +1.8% | 27,070 | $3.1M |
| Chatham Capital Group, Inc. | 0.47% | Reduce -0.6% | 26,410 | $3.1M |
| Fiera Capital Corp | 0.01% | New | 26,109 | $3.0M |
| Manatuck Hill Partners, LLC | 1.10% | No change | 25,300 | $2.9M |
| Clearline Capital LP | 0.24% | Add +0.4% | 23,923 | $2.8M |
| California State Teachers Retirement System | 0.00% | Add +0.5% | 22,696 | $2.6M |
| Squarepoint Ops LLC | 0.01% | Reduce -29.2% | 22,427 | $2.6M |
| Hantz Financial Services, Inc. | 0.04% | Reduce -5.4% | 21,588 | $2.5M |
| Millennium Management | 0.00% | Reduce -83.0% | 21,423 | $2.5M |
| Verition Fund Management LLC | 0.01% | Add +6.6% | 21,403 | $2.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.6% | 21,136 | $2.5M |
| Susquehanna Fundamental Investments, LLC | 0.06% | Reduce -8.9% | 20,546 | $2.4M |
| Citigroup Inc. | 0.00% | Reduce -46.9% | 20,426 | $2.4M |
| Comerica Bank | 0.01% | Add +13.0% | 18,881 | $2.2M |
| Coldstream Capital Management Inc. | 0.04% | Add +0.5% | 18,688 | $2.2M |
| Norges Bank | 0.00% | Reduce -58.2% | 18,376 | $2.1M |
| One Wealth Advisors, LLC | 0.29% | Reduce -12.7% | 18,176 | $2.1M |
| Deutsche Bank AG | 0.00% | Reduce -62.3% | 18,032 | $2.1M |
| DC Investments Management, LLC | 0.87% | No change | 17,937 | $2.1M |
| Jennison Associates LLC | 0.00% | Add +1.0% | 17,577 | $2.0M |
| TD Asset Management Inc | 0.00% | Reduce -22.6% | 16,824 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +6.8% | 16,442 | $1.9M |
| Tudor Investment Corporation | 0.01% | Reduce -46.7% | 16,273 | $1.9M |
| MetLife Investment Management, LLC | 0.01% | Add +1.2% | 14,545 | $1.7M |
| Wells Fargo & Company | 0.00% | Add +8.6% | 14,392 | $1.7M |
| Arcadia Investment Management Corp. | 0.26% | Add +4.1% | 14,152 | $1.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -7.4% | 13,459 | $1.6M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -5.0% | 13,215 | $1.5M |
| Principal Financial Group Inc. | 0.00% | Add +553.5% | 12,777 | $1.5M |
| Dark Forest Capital Management LP | 0.06% | Reduce -76.0% | 12,753 | $1.5M |
| American Century Companies Inc. | 0.00% | Add +0.7% | 12,263 | $1.4M |
| Mirador Capital Partners LP | 0.23% | Reduce -1.1% | 11,967 | $1.4M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 11,843 | $1.4M |
| Sei Investments Co. | 0.00% | Add +13.1% | 11,837 | $1.4M |
| KLP Kapitalforvaltning As | 0.01% | Add +12.6% | 11,600 | $1.3M |
| Janus Henderson Group PLC | 0.00% | Reduce -75.8% | 11,314 | $1.3M |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0.20% | Add +2.8% | 10,938 | $1.3M |
| Intech Investment Management LLC | 0.01% | Reduce -22.1% | 10,743 | $1.2M |
| TrueMark Investments, LLC | 0.26% | New | 10,264 | $1.2M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Add +94.1% | 10,089 | $1.2M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +4.8% | 10,039 | $1.2M |
| Cibc World Market Inc. | 0.00% | Add +7.1% | 9,793 | $1.1M |
| Captrust Financial Advisors | 0.00% | Add +17.0% | 9,614 | $1.1M |
| Cwm, LLC | 0.00% | Add +4.8% | 9,577 | $1.1M |
| Creative Planning | 0.00% | Add +40.8% | 9,138 | $1.1M |
| Anchor Capital Advisors LLC | 0.03% | Reduce -2.6% | 8,894 | $1.0M |
| BNP Paribas Financial Markets | 0.00% | Reduce -65.5% | 8,855 | $1.0M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -2.7% | 8,642 | $1.0M |
| Weik Capital Management | 0.39% | No change | 8,600 | $997K |
| Wealth Architects, LLC | 0.10% | Reduce -0.2% | 8,401 | $974K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.3% | 7,961 | $923K |
| Pathstone Holdings, LLC | 0.00% | Reduce -5.9% | 7,486 | $868K |
| M&T Bank Corp | 0.00% | Add +2.9% | 7,311 | $848K |
| Arizona State Retirement System | 0.00% | Add +1.8% | 7,151 | $829K |
| Dynamic Technology Lab Private Ltd | 0.11% | Reduce -14.7% | 6,940 | $805K |
| Quantbot Technologies LP | 0.02% | New | 6,927 | $803K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -2.3% | 6,883 | $798K |
| Voya Investment Management LLC | 0.00% | Add +2.5% | 6,758 | $784K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Reduce -28.3% | 6,441 | $749K |
| Dakota Wealth Management | 0.02% | Reduce -34.6% | 6,457 | $749K |
| Clearstead Advisors, LLC | 0.01% | Add +1.8% | 6,279 | $728K |
| Handelsbanken Fonder AB | 0.00% | No change | 6,158 | $714K |
| Gallacher Capital Management LLC | 0.32% | New | 5,937 | $688K |
| AlphaQuest LLC | 0.07% | Add +3.0% | 5,930 | $688K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +4.4% | 5,647 | $655K |
| Norman Fields, Gottscho Capital Management, LLC | 0.21% | No change | 5,550 | $644K |
| Ieq Capital, LLC | 0.00% | New | 5,436 | $630K |
| State of Wyoming | 0.07% | Add +87.5% | 5,225 | $606K |
| Royal Bank of Canada | 0.00% | Add +367.8% | 5,127 | $595K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +39.6% | 5,129 | $595K |
| Jump Financial, LLC | 0.01% | Reduce -27.9% | 5,012 | $581K |
| XTX Topco Ltd | 0.02% | Add +140.5% | 4,985 | $578K |
| Summit Global Investments | 0.03% | Add +2.4% | 4,971 | $576K |
| Citadel Advisors | 0.00% | Reduce -78.0% | 4,932 | $572K |
| Gsa Capital Partners LLP | 0.04% | New | 4,919 | $570K |
| Allworth Financial LP | 0.00% | Reduce -3.8% | 4,664 | $541K |
| Skandinaviska Enskilda Banken AB (publ) | 0.00% | New | 4,600 | $533K |
| Cim, LLC | 0.07% | Add +2.2% | 4,556 | $528K |
| Keybank National Association | 0.00% | Add +23.8% | 4,425 | $513K |
| Engineers Gate Manager LP | 0.01% | Reduce -19.8% | 4,375 | $507K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.0% | 4,234 | $491K |
| Versor Investments LP | 0.08% | Reduce -0.2% | 3,987 | $462K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.0% | 3,950 | $458K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -85.1% | 3,909 | $453K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -52.4% | 3,906 | $453K |
| State of Wisconsin Investment Board | 0.00% | Reduce -13.6% | 3,888 | $451K |
| Premier Fund Managers Ltd | 0.02% | No change | 3,768 | $445K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -8.5% | 3,615 | $419K |
| Vestcor Inc | 0.01% | New | 3,556 | $412K |
| EP Wealth Advisors, LLC | 0.00% | Add +45.8% | 3,521 | $408K |
| Jain Global LLC | 0.01% | New | 3,500 | $406K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 3,492 | $405K |
| Susquehanna Portfolio Strategies, LLC | 0.01% | New | 3,479 | $403K |
| Hudson Edge Investment Partners Inc. | 0.07% | Add +15.6% | 3,405 | $395K |
| Praxis Investment Management Inc. | 0.03% | New | 3,400 | $394K |
| HSBC Holdings PLC | 0.00% | Reduce -17.7% | 3,387 | $394K |
| Inspire Investing, LLC | 0.04% | Add +9.3% | 3,367 | $390K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +21.3% | 3,178 | $384K |
| Prudential Financial Inc. | 0.00% | Add +71.8% | 3,210 | $374K |
| Mackenzie Financial Corp. | 0.00% | No change | 3,208 | $372K |
| Alps Advisors Inc. | 0.00% | Add +1.2% | 3,178 | $369K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 3,106 | $360K |
| Cibc World Markets Corp. | 0.00% | Reduce -44.1% | 3,026 | $351K |
| Los Angeles Capital Management LLC | 0.00% | New | 2,985 | $346K |
| Yorktown Management & Research Co Inc | 0.32% | No change | 2,850 | $330K |
| Landscape Capital Management, L.L.C. | 0.02% | New | 2,621 | $304K |
| Welch & Forbes LLC | 0.00% | No change | 2,600 | $301K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 2,553 | $296K |
| US Bancorp \de | 0.00% | Reduce -1.2% | 2,533 | $294K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +63.0% | 2,315 | $268K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +0.2% | 2,306 | $267K |
| Focus Partners Wealth | 0.00% | Add +12.3% | 2,296 | $266K |
| New York State Teachers Retirement System | 0.00% | New | 2,229 | $258K |
| Forum Financial Management, LP | 0.00% | Add +2.3% | 2,192 | $254K |
| Mercer Global Advisors Inc. | 0.00% | New | 2,103 | $244K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -0.9% | 2,075 | $241K |
| Navellier & Associates Inc. | 0.03% | New | 2,043 | $237K |
| Vision One Management Partners, LP | 0.14% | New | 2,016 | $234K |
| Prospera Financial Services Inc | 0.00% | No change | 1,955 | $227K |
| Xponance LLC | 0.00% | Add +3.6% | 1,939 | $225K |
| Mariner, LLC | 0.00% | New | 1,933 | $224K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,925 | $223K |
| Neuberger Berman Group LLC | 0.00% | New | 1,898 | $220K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 1,881 | $218K |
| Teza Capital Management LLC | 0.16% | Reduce -1.6% | 1,871 | $217K |
| Brighton Jones LLC | 0.01% | New | 1,759 | $204K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 1,733 | $201K |
| Colonial Trust Co / SC | 0.02% | Reduce -5.1% | 1,475 | $171K |
| New Age Alpha Advisors, LLC | 0.01% | New | 1,420 | $165K |
| Covestor Ltd | 0.08% | Add +15.7% | 1,243 | $144K |
| Erste Asset Management GmbH | 0.00% | New | 865 | $101K |
| KBC Group NV | 0.00% | Reduce -24.6% | 865 | $100K |
| Amalgamated Bank | 0.00% | No change | 835 | $97K |
| Canada Pension Plan Investment Board | 0.00% | No change | 800 | $93K |
| Adirondack Trust Co. | 0.03% | Add +20.0% | 600 | $70K |
| Huntington National Bank | 0.00% | Add +2.9% | 561 | $65K |
| STRS Ohio | 0.00% | No change | 500 | $58K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 494 | $57K |
| Blue Trust, Inc. | 0.00% | Add +3.6% | 488 | $57K |
| Danske Bank A/S | 0.00% | New | 400 | $46K |
| Peterson Wealth Services | 0.01% | Add +0.3% | 345 | $40K |
| Signaturefd, LLC | 0.00% | Reduce -0.6% | 324 | $38K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 323 | $37K |
| Brooklyn Investment Group | 0.00% | Add +2064.3% | 303 | $35K |
| Toth Financial Advisory Corp. | 0.00% | Add +0.4% | 275 | $32K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +767.7% | 269 | $31K |
| Jones Financial Companies LLLP | 0.00% | Reduce -9.5% | 256 | $30K |
| Caitong International Asset Management Co., Ltd | 0.02% | Reduce -42.0% | 211 | $24K |
| SBI Securities Co., Ltd. | 0.00% | Add +48.6% | 208 | $24K |
| Sterling Capital Management LLC | 0.00% | Add +720.0% | 205 | $24K |
| Osaic Holdings, Inc. | 0.00% | Reduce -89.8% | 165 | $19K |
| Parallel Advisors, LLC | 0.00% | No change | 160 | $19K |
| Spire Wealth Management | 0.00% | New | 104 | $12K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +11.8% | 95 | $11K |
| Essential Partners LLC | 0.00% | — | 87 | $10K |
| Optiver Holding B.V. | 0.00% | Reduce -11.4% | 62 | $7K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 60 | $7K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -97.4% | 59 | $7K |
| NewEdge Advisors, LLC | 0.00% | No change | 57 | $7K |
| True Wealth Design, LLC | 0.00% | New | 57 | $7K |
| Bessemer Group Inc. | 0.00% | No change | 52 | $6K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 51 | $6K |
| Harbor Asset Planning, Inc. | 0.01% | — | 50 | $6K |
| Farther Finance Advisors, LLC | 0.00% | Add +6.7% | 48 | $6K |
| GAMMA Investing LLC | 0.00% | Reduce -62.3% | 43 | $5K |
| Rothschild Investment LLC | 0.00% | No change | 40 | $5K |
| Bell Investment Advisors, Inc | 0.00% | No change | 21 | $2K |
| Principal Securities, Inc. | 0.00% | No change | 21 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -17.6% | 14 | $2K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -74.0% | 13 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Add +10.0% | 11 | $1K |
| Kilter Group LLC | 0.00% | New | 10 | $1K |
| Parkside Financial Bank & Trust | 0.00% | No change | 10 | $1K |
| Versant Capital Management, Inc | 0.00% | No change | 9 | $1K |
| Hemington Wealth Management | 0.00% | Add +23.1% | 16 | $1K |
| Fortitude Family Office, LLC | 0.00% | New | 4 | $464 |
| MAI Capital Management | 0.00% | New | 4 | $464 |
| Assetmark, Inc. | 0.00% | No change | 4 | $464 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +200.0% | 3 | $348 |
| Parkworth Wealth Management, Inc. | 0.00% | New | 1 | $116 |
| HFM Investment Advisors, LLC | 0.00% | No change | 1 | $116 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -50.0% | 1 | $116 |
| Rialto Wealth Management, LLC | 0.00% | New | 1 | $116 |
| Capital Advisors, Ltd. LLC | 0.00% | New | 2 | $0 |
"% of holder's portfolio" is MGRC's weight in each manager's 13F, not the share of McGrath Rentcorp the manager owns.