McGrath RentcorpMGRC
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 272 institutions reported holding McGrath Rentcorp (MGRC) in their 13F filings, down 15 from Q3 2025. 26 opened new positions and 42 sold out. The largest holders were Vanguard Group Inc. ($284.7M), River Road Asset Management, LLC ($223.6M) and BlackRock, Inc. ($206.0M). 6 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ray Dalio (0.0% of Bridgewater Associates's portfolio).
- Company
- McGrath Rentcorp
- CUSIP
- 580589109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $27.5M |
| Exits | 42 | $58.0M |
All 13F filers, Q3 2025 → Q4 2025: 1,720,261 shares bought and 1,760,216 shares sold, net −39,955 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 272 holders
| Vanguard Group Inc. | 0.00% | Reduce -0.6% | 2,713,094 | $284.7M |
| River Road Asset Management, LLC | 2.45% | Add +3.1% | 2,131,121 | $223.6M |
| BlackRock, Inc. | 0.00% | Add +0.3% | 1,963,433 | $206.0M |
| Eminence Capital, LP | 1.58% | Add +0.5% | 949,673 | $99.6M |
| Victory Capital Management Inc. | 0.05% | Add +0.7% | 900,181 | $94.5M |
| Dimensional Fund Advisors LP | 0.02% | Add +2.3% | 859,503 | $90.2M |
| Channing Capital Management, LLC | 2.26% | Add +39.1% | 836,894 | $87.8M |
| Geode Capital Management, LLC | 0.00% | Add +0.2% | 614,536 | $64.5M |
| State Street Corp. | 0.00% | Reduce -1.1% | 576,346 | $60.5M |
| Morgan Stanley | 0.00% | Add +8.8% | 512,617 | $53.8M |
| Hawk Ridge Capital Management LP | 2.36% | Add +3.6% | 487,242 | $51.1M |
| Snyder Capital Management L P | 0.92% | Add +22.5% | 469,048 | $49.2M |
| Loomis Sayles & Co. L P | 0.05% | Add +5.8% | 387,787 | $40.7M |
| Wellington Management Group LLP | 0.01% | Reduce -0.4% | 347,924 | $36.5M |
| Clearbridge Investments, LLC | 0.03% | Reduce -1.3% | 341,878 | $35.9M |
| Silvercrest Asset Management Group LLC | 0.24% | Reduce -11.5% | 327,007 | $34.3M |
| Capital World Investors | 0.00% | Add +9.0% | 321,100 | $33.7M |
| FMR LLC | 0.00% | Reduce -1.5% | 305,241 | $32.0M |
| Capital Research Global Investors | 0.01% | Reduce -0.1% | 305,094 | $32.0M |
| Neumeier Poma Investment Counsel LLC | 2.53% | Reduce -2.0% | 292,003 | $30.6M |
| Northern Trust Corp. | 0.00% | Reduce -4.5% | 284,103 | $29.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -0.4% | 282,167 | $29.6M |
| Raymond James Financial Inc. | 0.01% | Reduce -9.0% | 275,928 | $29.0M |
| Allianz Asset Management GmbH | 0.03% | Add +48.5% | 257,640 | $27.0M |
| Ameriprise Financial Inc. | 0.01% | Add +18.6% | 247,649 | $26.0M |
| Alyeska Investment Group, L.P. | 0.07% | Add +752.5% | 237,506 | $24.9M |
| Schroder Investment Management Group | 0.02% | Add +5.5% | 225,803 | $24.0M |
| Qube Research & Technologies Ltd | 0.03% | Add +1.4% | 218,298 | $22.9M |
| New York State Common Retirement Fund | 0.03% | Add +37.3% | 206,044 | $21.6M |
| JPMorgan Chase & Co. | 0.00% | Add +10.5% | 174,680 | $18.3M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -7.8% | 153,665 | $16.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.5% | 150,711 | $15.8M |
| Anchor Capital Management Company, LLC | 13.49% | Add +33.5% | 144,859 | $15.2M |
| T. Rowe Price Investment Management, Inc. | 0.01% | Reduce -35.6% | 143,489 | $15.1M |
| Tredje AP-fonden | 0.09% | New | 116,708 | $12.2M |
| Nuveen, LLC | 0.00% | Add +15.7% | 110,697 | $11.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +15.8% | 104,112 | $10.9M |
| Bank of America Corp. | 0.00% | Add +2.6% | 97,527 | $10.2M |
| Tributary Capital Management, LLC | 0.89% | New | 86,372 | $9.1M |
| Segall Bryant & Hamill, LLC | 0.11% | Add +4.7% | 77,070 | $8.1M |
| Teacher Retirement System of Texas | 0.03% | Add +35.8% | 73,206 | $7.7M |
| Two Sigma Investments, LP | 0.01% | Add +78.5% | 69,060 | $7.2M |
| Citadel Advisors | 0.00% | Add +2702.0% | 67,697 | $7.1M |
| Franklin Resources Inc. | 0.00% | Reduce -89.5% | 67,628 | $7.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +0.3% | 66,748 | $7.0M |
| ProShare Advisors LLC | 0.01% | Add +15.4% | 61,916 | $6.5M |
| Ashton Thomas Private Wealth, LLC | 0.15% | No change | 58,536 | $6.1M |
| Comerica Bank | 0.02% | Add +96.8% | 58,374 | $6.1M |
| Vision One Management Partners, LP | 3.22% | Add +133.8% | 54,746 | $5.7M |
| Algert Global LLC | 0.09% | Reduce -3.4% | 53,917 | $5.7M |
| Trexquant Investment LP | 0.05% | Add +39.0% | 52,299 | $5.5M |
| Millennium Management | 0.00% | Add +0.5% | 51,504 | $5.4M |
| Renaissance Group LLC | 0.22% | Reduce -20.4% | 51,484 | $5.4M |
| Hamilton Point Investment Advisors, LLC | 0.82% | Reduce -0.8% | 51,199 | $5.4M |
| Gabelli Funds LLC | 0.04% | Add +28.8% | 49,243 | $5.2M |
| Swiss National Bank | 0.00% | Add +1.7% | 48,600 | $5.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.1% | 47,235 | $5.0M |
| Two Sigma Advisers, LP | 0.01% | Add +6.7% | 45,962 | $4.8M |
| Susquehanna International Group, LLP | 0.01% | Add +2.7% | 44,489 | $4.7M |
| Voloridge Investment Management, LLC | 0.02% | Add +237.1% | 44,165 | $4.6M |
| Barclays PLC | 0.00% | Add +12.5% | 39,609 | $4.2M |
| Invesco Ltd. | 0.00% | Reduce -36.5% | 39,149 | $4.1M |
| Wells Fargo & Company | 0.00% | Add +126.9% | 38,326 | $4.0M |
| Public Employees Retirement System of Ohio | 0.01% | Add +15.0% | 38,275 | $4.0M |
| Rhumbline Advisers | 0.00% | Reduce -16.0% | 37,063 | $3.9M |
| UBS Group AG | 0.00% | Reduce -65.0% | 36,049 | $3.8M |
| Panagora Asset Management Inc. | 0.01% | Reduce -0.2% | 35,062 | $3.7M |
| GAMCO Investors | 0.03% | No change | 34,000 | $3.6M |
| Asset Management One Co., Ltd. | 0.01% | Reduce -22.2% | 32,305 | $3.4M |
| AQR Capital Management | 0.00% | Reduce -60.0% | 32,310 | $3.4M |
| SG Americas Securities, LLC | 0.00% | Add +240.3% | 31,308 | $3.3M |
| Hotchkis & Wiley Capital Management LLC | 0.01% | Add +2.7% | 30,844 | $3.2M |
| Fiera Capital Corp | 0.01% | Add +15.3% | 29,245 | $3.1M |
| Y-Intercept (Hong Kong) Ltd | 0.07% | Add +196.8% | 28,168 | $3.0M |
| Jane Street Group, LLC | 0.00% | Reduce -57.7% | 28,084 | $2.9M |
| Legal & General Group Plc | 0.00% | Reduce -4.6% | 28,080 | $2.9M |
| Chatham Capital Group, Inc. | 0.40% | Add +0.7% | 26,824 | $2.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.7% | 26,602 | $2.8M |
| Credit Agricole S A | 0.01% | No change | 26,420 | $2.8M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +18.4% | 26,289 | $2.8M |
| Squarepoint Ops LLC | 0.01% | Reduce -39.1% | 25,682 | $2.7M |
| Manatuck Hill Partners, LLC | 0.93% | No change | 25,300 | $2.7M |
| Clearline Capital LP | 0.19% | No change | 23,923 | $2.5M |
| California State Teachers Retirement System | 0.00% | Reduce -0.1% | 23,609 | $2.5M |
| Ranger Investment Management, L.P. | 0.17% | Reduce -6.8% | 23,590 | $2.5M |
| First Trust Advisors LP | 0.00% | Reduce -19.3% | 23,222 | $2.4M |
| Wedge Capital Management L L P | 0.04% | Add +14.3% | 22,811 | $2.4M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +24.9% | 22,561 | $2.4M |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0.35% | Add +62.2% | 22,288 | $2.3M |
| Deutsche Bank AG | 0.00% | Reduce -55.0% | 21,130 | $2.2M |
| Jennison Associates LLC | 0.00% | Add +22.1% | 20,424 | $2.1M |
| HRT Financial LP | 0.01% | Add +118.8% | 20,101 | $2.1M |
| Principal Financial Group Inc. | 0.00% | Add +41.8% | 19,686 | $2.1M |
| KTF Investments, LLC | 0.32% | — | 18,423 | $1.9M |
| Coldstream Capital Management Inc. | 0.03% | Reduce -3.2% | 18,318 | $1.9M |
| One Wealth Advisors, LLC | 0.23% | Add +0.1% | 18,114 | $1.9M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -42.2% | 17,511 | $1.8M |
| BNP Paribas Financial Markets | 0.00% | Reduce -33.3% | 16,063 | $1.7M |
| Arcadia Investment Management Corp. | 0.27% | Add +57.6% | 15,997 | $1.7M |
| Marshall Wace, LLP | 0.00% | Reduce -79.2% | 15,920 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Add +1.0% | 15,596 | $1.6M |
| Verition Fund Management LLC | 0.01% | Reduce -44.0% | 14,325 | $1.5M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -45.9% | 14,258 | $1.5M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 13,803 | $1.4M |
| Royal Bank of Canada | 0.00% | Add +243.6% | 13,710 | $1.4M |
| MetLife Investment Management, LLC | 0.01% | Reduce -7.7% | 13,421 | $1.4M |
| Citigroup Inc. | 0.00% | Add +31.3% | 12,579 | $1.3M |
| AlphaQuest LLC | 0.07% | Add +354.9% | 12,463 | $1.3M |
| Sei Investments Co. | 0.00% | Add +6.8% | 12,213 | $1.3M |
| American Century Companies Inc. | 0.00% | Reduce -1.1% | 12,072 | $1.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -5.1% | 11,894 | $1.2M |
| Dark Forest Capital Management LP | 0.06% | Add +63.2% | 11,786 | $1.2M |
| Bridgewater Associates | 0.00% | Add +196.9% | 11,733 | $1.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +0.1% | 11,416 | $1.2M |
| Janus Henderson Group PLC | 0.00% | No change | 11,314 | $1.2M |
| KLP Kapitalforvaltning As | 0.00% | Reduce -2.6% | 11,300 | $1.2M |
| Mirador Capital Partners LP | 0.16% | Reduce -2.1% | 11,278 | $1.2M |
| Cibc World Market Inc. | 0.00% | Add +7.5% | 11,221 | $1.2M |
| Intech Investment Management LLC | 0.01% | No change | 10,455 | $1.1M |
| M&T Bank Corp | 0.00% | Add +29.6% | 10,379 | $1.1M |
| Susquehanna Fundamental Investments, LLC | 0.04% | Reduce -45.4% | 10,376 | $1.1M |
| K.J. Harrison & Partners Inc | 0.14% | New | 10,000 | $1.0M |
| Anchor Capital Advisors LLC | 0.03% | Reduce -0.2% | 9,031 | $948K |
| Janney Montgomery Scott LLC | 0.00% | Add +13.6% | 8,914 | $935K |
| Weik Capital Management | 0.34% | No change | 8,600 | $902K |
| State Board of Administration of Florida Retirement System | 0.00% | Add +23.5% | 8,468 | $889K |
| Wealth Architects, LLC | 0.08% | No change | 8,402 | $882K |
| Cwm, LLC | 0.00% | Reduce -34.0% | 8,301 | $871K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Reduce -17.1% | 8,321 | $867K |
| Pathstone Holdings, LLC | 0.00% | Reduce -10.4% | 7,983 | $838K |
| LPL Financial LLC | 0.00% | Add +121.3% | 7,417 | $778K |
| Rockefeller Capital Management L.P. | 0.00% | Add +9.2% | 7,329 | $769K |
| ExodusPoint Capital Management, LP | 0.01% | New | 7,140 | $749K |
| Captrust Financial Advisors | 0.00% | Reduce -10.3% | 7,103 | $745K |
| Creative Planning | 0.00% | Reduce -48.6% | 7,046 | $739K |
| Arizona State Retirement System | 0.00% | Reduce -5.8% | 6,851 | $719K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | Add +187.0% | 6,600 | $693K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Reduce -6.3% | 6,508 | $683K |
| Clearstead Advisors, LLC | 0.01% | Reduce -1.7% | 6,194 | $650K |
| Handelsbanken Fonder AB | 0.00% | No change | 6,158 | $646K |
| Dakota Wealth Management | 0.01% | No change | 5,600 | $588K |
| Keybank National Association | 0.00% | Add +10.4% | 5,576 | $585K |
| Norman Fields, Gottscho Capital Management, LLC | 0.19% | No change | 5,550 | $582K |
| Capstone Investment Advisors, LLC | 0.01% | Add +62.8% | 5,380 | $565K |
| Cetera Investment Advisers | 0.00% | Add +77.7% | 5,255 | $551K |
| D. E. Shaw & Co. | 0.00% | Add +53.6% | 5,234 | $549K |
| PNC Financial Services Group, Inc. | 0.00% | Add +7.9% | 4,731 | $496K |
| XTX Topco Ltd | 0.01% | Reduce -10.2% | 4,517 | $474K |
| Voya Investment Management LLC | 0.00% | No change | 4,471 | $469K |
| Inspire Investing, LLC | 0.04% | Add +15.0% | 4,454 | $467K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +13.7% | 4,350 | $456K |
| Cim, LLC | 0.06% | Reduce -5.2% | 4,320 | $453K |
| Round Rock Advisors LLC | 0.07% | Add +18.4% | 4,160 | $437K |
| State of Wisconsin Investment Board | 0.00% | Add +68.4% | 4,157 | $436K |
| State of Wyoming | 0.05% | Add +53.8% | 4,089 | $429K |
| Gallacher Capital Management LLC | 0.16% | Reduce -25.2% | 4,026 | $422K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 3,906 | $410K |
| Premier Fund Managers Ltd | 0.02% | No change | 3,768 | $401K |
| Quantbot Technologies LP | 0.01% | Reduce -37.5% | 3,786 | $397K |
| Jain Global LLC | 0.00% | New | 3,738 | $392K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -33.2% | 3,573 | $385K |
| Keebeck Wealth Management | 0.04% | Reduce -2.0% | 3,631 | $381K |
| Pictet Asset Management Holding SA | 0.00% | No change | 3,599 | $378K |
| Gsa Capital Partners LLP | 0.03% | Reduce -45.3% | 3,597 | $377K |
| Amundi | 0.00% | New | 3,547 | $372K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 3,492 | $366K |
| Susquehanna Portfolio Strategies, LLC | 0.01% | No change | 3,479 | $365K |
| Mackenzie Financial Corp. | 0.00% | Reduce -17.0% | 3,425 | $364K |
| Hudson Edge Investment Partners Inc. | 0.05% | Add +133.7% | 3,422 | $359K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -39.0% | 3,420 | $359K |
| Praxis Investment Management Inc. | 0.02% | No change | 3,400 | $357K |
| EP Wealth Advisors, LLC | 0.00% | — | 3,316 | $348K |
| Boothbay Fund Management, LLC | 0.01% | New | 3,313 | $348K |
| Dynamic Technology Lab Private Ltd | 0.08% | Reduce -59.8% | 3,310 | $347K |
| Denali Advisors LLC | 0.04% | New | 3,300 | $346K |
| Ieq Capital, LLC | 0.00% | Reduce -72.2% | 3,287 | $345K |
| US Bancorp \de | 0.00% | Add +21.9% | 3,081 | $323K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -74.0% | 3,076 | $323K |
| Vestcor Inc | 0.01% | No change | 3,037 | $319K |
| Allworth Financial LP | 0.00% | Reduce -2.1% | 2,940 | $308K |
| First National Bank of Omaha | 0.01% | New | 2,918 | $306K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -25.0% | 2,681 | $281K |
| Cornerstone Investment Partners, LLC | 0.01% | Add +0.1% | 2,624 | $275K |
| Brevan Howard Capital Management LP | 0.01% | New | 2,615 | $274K |
| Welch & Forbes LLC | 0.00% | No change | 2,600 | $273K |
| HSBC Holdings PLC | 0.00% | New | 2,557 | $267K |
| Mariner, LLC | 0.00% | Reduce -31.2% | 2,536 | $266K |
| MML Investors Services, LLC | 0.00% | New | 2,491 | $261K |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -75.0% | 2,489 | $261K |
| Summit Global Investments | 0.01% | Reduce -1.8% | 2,416 | $254K |
| Bank of Montreal | 0.00% | Reduce -16.6% | 2,364 | $248K |
| Diversified Trust Co. | 0.00% | Add +4.6% | 2,332 | $245K |
| Navellier & Associates Inc. | 0.03% | No change | 2,329 | $244K |
| Entropy Technologies, LP | 0.01% | Reduce -35.9% | 2,325 | $244K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | No change | 2,306 | $242K |
| Forum Financial Management, LP | 0.00% | Add +0.1% | 2,275 | $239K |
| Focus Partners Wealth | 0.00% | Reduce -12.9% | 2,223 | $233K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +13.0% | 2,117 | $222K |
| Nicolet Advisory Services, LLC | 0.01% | Reduce -11.1% | 1,969 | $216K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 2,052 | $215K |
| Quantinno Capital Management LP | 0.00% | New | 2,038 | $214K |
| Cerity Partners LLC | 0.00% | Reduce -57.4% | 1,998 | $210K |
| Xponance LLC | 0.00% | Add +0.9% | 1,977 | $207K |
| Neuberger Berman Group LLC | 0.00% | Add +6.9% | 1,948 | $204K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,925 | $202K |
| Palouse Capital Management, Inc. | 0.10% | New | 1,452 | $152K |
| Kings Path Partners LLC | 0.05% | No change | 1,450 | $152K |
| State of Alaska, Department of Revenue | 0.00% | Add +4.1% | 1,453 | $152K |
| Covestor Ltd | 0.08% | Add +52.0% | 1,385 | $145K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -56.3% | 1,304 | $143K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -35.5% | 1,338 | $140K |
| Colonial Trust Co / SC | 0.02% | Reduce -24.4% | 1,115 | $117K |
| New Age Alpha Advisors, LLC | 0.00% | Reduce -26.7% | 943 | $99K |
| KBC Group NV | 0.00% | No change | 865 | $91K |
| Amalgamated Bank | 0.00% | Reduce -7.7% | 771 | $81K |
| CX Institutional | 0.00% | Reduce -8.0% | 682 | $72K |
| Huntington National Bank | 0.00% | Add +8.3% | 656 | $69K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -44.2% | 642 | $67K |
| Adirondack Trust Co. | 0.02% | No change | 600 | $63K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +41.1% | 477 | $50K |
| Sterling Capital Management LLC | 0.00% | Reduce -66.9% | 465 | $49K |
| Danske Bank A/S | 0.00% | No change | 400 | $42K |
| Peterson Wealth Services | 0.01% | Reduce -98.4% | 348 | $37K |
| Canada Pension Plan Investment Board | 0.00% | No change | 300 | $31K |
| Signaturefd, LLC | 0.00% | Reduce -10.2% | 291 | $31K |
| Toth Financial Advisory Corp. | 0.00% | Reduce -25.0% | 207 | $22K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -1.7% | 176 | $19K |
| Jones Financial Companies LLLP | 0.00% | Reduce -33.1% | 174 | $18K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -53.0% | 141 | $15K |
| SouthState Bank Corp | 0.00% | New | 140 | $15K |
| Smartleaf Asset Management LLC | 0.00% | Add +71.4% | 132 | $14K |
| Parallel Advisors, LLC | 0.00% | Reduce -43.3% | 119 | $13K |
| Blue Trust, Inc. | 0.00% | Reduce -76.4% | 115 | $12K |
| IFP Advisors, Inc | 0.00% | Add +275.0% | 105 | $11K |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 98 | $10K |
| Clearstead Trust, LLC | 0.00% | New | 92 | $10K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -2.2% | 90 | $9K |
| Essential Partners LLC | 0.00% | Reduce -41.7% | 81 | $8K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -63.2% | 77 | $8K |
| UMB Bank, n.a. | 0.00% | New | 75 | $8K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 75 | $8K |
| Private Trust Co. NA | 0.00% | New | 72 | $8K |
| Root Financial Partners, LLC | 0.00% | Add +26.3% | 72 | $8K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 60 | $6K |
| NewEdge Advisors, LLC | 0.00% | No change | 57 | $6K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -98.7% | 54 | $6K |
| Farther Finance Advisors, LLC | 0.00% | Add +6.1% | 52 | $5K |
| Harbor Asset Planning, Inc. | 0.00% | No change | 50 | $5K |
| Wealth Preservation Advisors, LLC | 0.00% | Add +31.4% | 46 | $5K |
| Arax Advisory Partners | 0.00% | Reduce -99.1% | 43 | $5K |
| Quarry LP | 0.00% | New | 28 | $3K |
| Rothschild Investment LLC | 0.00% | Reduce -65.8% | 25 | $3K |
| SageView Advisory Group, LLC | 0.00% | New | 24 | $3K |
| True Wealth Design, LLC | 0.00% | Reduce -74.4% | 21 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 21 | $2K |
| GAMMA Investing LLC | 0.00% | Reduce -58.8% | 21 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -58.1% | 18 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Add +70.0% | 17 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 14 | $1K |
| Global Retirement Partners, LLC | 0.00% | New | 12 | $1K |
| Bare Financial Services, Inc | 0.00% | New | 9 | $944 |
| Versant Capital Management, Inc | 0.00% | No change | 9 | $944 |
| Fortitude Family Office, LLC | 0.00% | No change | 7 | $735 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +75.0% | 7 | $735 |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 7 | $735 |
| Sunbelt Securities, Inc. | 0.00% | New | 3 | $315 |
| Quadrant Capital Group LLC | 0.00% | No change | 3 | $315 |
| SJS Investment Consulting Inc. | 0.00% | Add +50.0% | 3 | $315 |
| Rialto Wealth Management, LLC | 0.00% | No change | 2 | $210 |
| HFM Investment Advisors, LLC | 0.00% | Reduce -50.0% | 1 | $105 |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 1 | $104 |
| Dunhill Financial, LLC | 0.00% | New | 1 | $60 |
"% of holder's portfolio" is MGRC's weight in each manager's 13F, not the share of McGrath Rentcorp the manager owns.