McGrath RentcorpMGRC
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 259 institutions reported holding McGrath Rentcorp (MGRC) in their 13F filings, down 13 from Q4 2025. 25 opened new positions and 37 sold out. The largest holders were River Road Asset Management, LLC ($238.3M), BlackRock, Inc. ($214.0M) and Vanguard Portfolio Management LLC ($155.2M). 6 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Ray Dalio (0.0% of Bridgewater Associates's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- McGrath Rentcorp
- CUSIP
- 580589109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $63.1M |
| Exits | 37 | $25.8M |
All 13F filers, Q4 2025 → Q1 2026: 1,342,751 shares bought and 1,130,730 shares sold, net +212,021 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 259 holders
| River Road Asset Management, LLC | 2.71% | Add +1.4% | 2,160,837 | $238.3M |
| BlackRock, Inc. | 0.00% | Reduce -1.2% | 1,940,522 | $214.0M |
| Vanguard Portfolio Management LLC | 0.01% | — | 1,407,014 | $155.2M |
| Vanguard Capital Management LLC | 0.00% | — | 1,110,094 | $122.4M |
| Dimensional Fund Advisors LP | 0.02% | Add +5.5% | 906,954 | $100.0M |
| Channing Capital Management, LLC | 2.29% | Reduce -3.0% | 812,228 | $89.6M |
| Victory Capital Management Inc. | 0.06% | Reduce -10.0% | 809,924 | $89.3M |
| Eminence Capital, LP | 2.04% | Reduce -15.2% | 805,829 | $88.9M |
| Geode Capital Management, LLC | 0.00% | Add +2.6% | 630,238 | $69.5M |
| State Street Corp. | 0.00% | Add +1.4% | 584,380 | $64.4M |
| Morgan Stanley | 0.00% | Reduce -3.7% | 493,535 | $54.4M |
| Snyder Capital Management L P | 1.04% | Add +3.8% | 486,973 | $53.7M |
| Hawk Ridge Capital Management LP | 1.96% | Reduce -0.1% | 486,876 | $53.7M |
| Loomis Sayles & Co. L P | 0.06% | Add +2.3% | 396,563 | $43.7M |
| Clearbridge Investments, LLC | 0.03% | Add +1.4% | 346,647 | $38.2M |
| FMR LLC | 0.00% | Add +8.9% | 332,495 | $36.7M |
| Silvercrest Asset Management Group LLC | 0.26% | Reduce -1.6% | 321,707 | $35.5M |
| Capital World Investors | 0.00% | No change | 321,100 | $35.4M |
| Wellington Management Group LLP | 0.01% | Reduce -8.3% | 319,194 | $35.2M |
| Raymond James Financial Inc. | 0.01% | Add +10.8% | 305,609 | $33.7M |
| Capital Research Global Investors | 0.01% | No change | 305,094 | $33.6M |
| Northern Trust Corp. | 0.00% | Add +2.8% | 291,991 | $32.2M |
| Ameriprise Financial Inc. | 0.01% | Add +16.7% | 288,979 | $31.9M |
| Neumeier Poma Investment Counsel LLC | 2.60% | Reduce -2.2% | 285,708 | $31.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -0.3% | 281,432 | $31.0M |
| Allianz Asset Management GmbH | 0.03% | Reduce -5.8% | 242,758 | $26.8M |
| Schroder Investment Management Group | 0.02% | Add +5.7% | 238,677 | $26.2M |
| Alyeska Investment Group, L.P. | 0.07% | No change | 237,506 | $26.2M |
| William Blair Investment Management, LLC | 0.08% | New | 219,784 | $24.2M |
| New York State Common Retirement Fund | 0.03% | Add +3.0% | 212,144 | $23.4M |
| T. Rowe Price Investment Management, Inc. | 0.01% | Add +37.3% | 196,989 | $21.7M |
| Anchor Capital Management Company, LLC | 22.03% | Add +27.9% | 185,211 | $20.4M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 168,362 | $18.6M |
| Paradice Investment Management LLC | 3.29% | New | 158,670 | $17.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +2.6% | 157,625 | $17.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.6% | 157,847 | $17.3M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -28.8% | 155,508 | $17.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.4% | 147,107 | $16.2M |
| Two Sigma Investments, LP | 0.01% | Add +105.0% | 141,536 | $15.6M |
| Nuveen, LLC | 0.00% | Add +22.3% | 135,417 | $14.9M |
| Bank of America Corp. | 0.00% | Add +26.7% | 123,549 | $13.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +3.3% | 107,517 | $11.9M |
| Susquehanna International Group, LLP | 0.01% | Add +95.5% | 87,000 | $9.6M |
| Tributary Capital Management, LLC | 0.92% | Reduce -0.7% | 85,814 | $9.5M |
| Segall Bryant & Hamill, LLC | 0.12% | Reduce -4.9% | 73,283 | $8.1M |
| Teacher Retirement System of Texas | 0.03% | Reduce -4.8% | 69,657 | $7.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +0.3% | 66,932 | $7.4M |
| Fifth Third Bancorp | 0.01% | New | 63,388 | $7.0M |
| ProShare Advisors LLC | 0.01% | Reduce -1.4% | 61,063 | $6.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +25.3% | 59,193 | $6.5M |
| Ashton Thomas Private Wealth, LLC | 0.15% | No change | 58,536 | $6.5M |
| Citadel Advisors | 0.00% | Reduce -16.6% | 56,451 | $6.2M |
| Vision One Management Partners, LP | 2.63% | Add +1.1% | 55,359 | $6.1M |
| Gabelli Funds LLC | 0.04% | Add +10.0% | 54,186 | $6.0M |
| Algert Global LLC | 0.09% | No change | 53,917 | $5.9M |
| UBS Group AG | 0.00% | Add +41.3% | 50,951 | $5.6M |
| Hamilton Point Investment Advisors, LLC | 0.86% | Reduce -0.7% | 50,857 | $5.6M |
| Swiss National Bank | 0.00% | No change | 48,600 | $5.4M |
| Wedge Capital Management L L P | 0.10% | Add +106.4% | 47,091 | $5.2M |
| Marshall Wace, LLP | 0.01% | Add +183.9% | 45,205 | $5.0M |
| Public Employees Retirement System of Ohio | 0.02% | Add +13.1% | 43,289 | $4.8M |
| Fiera Capital Corp | 0.02% | Add +39.3% | 40,748 | $4.5M |
| SG Americas Securities, LLC | 0.01% | Add +29.8% | 40,648 | $4.5M |
| Invesco Ltd. | 0.00% | Reduce -4.3% | 37,459 | $4.1M |
| Rhumbline Advisers | 0.00% | Reduce -0.0% | 37,061 | $4.1M |
| Lazard Asset Management LLC | 0.01% | New | 35,155 | $3.9M |
| Tredje AP-fonden | 0.02% | Reduce -70.6% | 34,266 | $3.8M |
| GAMCO Investors | 0.04% | No change | 34,000 | $3.7M |
| Deutsche Bank AG | 0.00% | Add +51.9% | 32,102 | $3.5M |
| Hotchkis & Wiley Capital Management LLC | 0.01% | Add +0.6% | 31,018 | $3.4M |
| Manatuck Hill Partners, LLC | 1.09% | Add +19.8% | 30,300 | $3.3M |
| Medina Value Partners, LLC | 0.64% | New | 27,632 | $3.0M |
| Wells Fargo & Company | 0.00% | Reduce -27.9% | 27,622 | $3.0M |
| Denali Advisors LLC | 0.32% | Add +703.0% | 26,500 | $2.9M |
| Credit Agricole S A | 0.01% | No change | 26,420 | $2.9M |
| Chatham Capital Group, Inc. | 0.41% | Reduce -3.8% | 25,795 | $2.8M |
| Legal & General Group Plc | 0.00% | Reduce -8.3% | 25,742 | $2.8M |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0.41% | Add +13.0% | 25,188 | $2.8M |
| Bridgewater Associates | 0.01% | Add +112.4% | 24,917 | $2.7M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.9% | 26,102 | $2.7M |
| Ranger Investment Management, L.P. | 0.19% | Reduce -0.3% | 23,515 | $2.6M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 22,998 | $2.5M |
| California State Teachers Retirement System | 0.00% | Reduce -2.8% | 22,951 | $2.5M |
| Balyasny Asset Management L.P. | 0.01% | New | 21,949 | $2.4M |
| Millennium Management | 0.00% | Reduce -58.0% | 21,657 | $2.4M |
| Clearline Capital LP | 0.18% | Reduce -9.9% | 21,559 | $2.4M |
| One Wealth Advisors, LLC | 0.30% | Add +18.8% | 21,510 | $2.4M |
| HRT Financial LP | 0.01% | Add +6.3% | 21,378 | $2.4M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -21.1% | 20,755 | $2.3M |
| Anchor Capital Advisors LLC | 0.06% | Add +127.9% | 20,580 | $2.3M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -12.5% | 19,750 | $2.2M |
| Russell Investments Group, Ltd. | 0.00% | Add +8.1% | 18,934 | $2.1M |
| Voloridge Investment Management, LLC | 0.01% | Reduce -57.3% | 18,845 | $2.1M |
| Squarepoint Ops LLC | 0.00% | Reduce -29.5% | 18,113 | $2.0M |
| Panagora Asset Management Inc. | 0.01% | Reduce -48.4% | 18,088 | $2.0M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -3.4% | 17,699 | $2.0M |
| Jennison Associates LLC | 0.00% | Reduce -13.7% | 17,624 | $1.9M |
| KTF Investments, LLC | 0.33% | Reduce -5.0% | 17,496 | $1.9M |
| Cibc World Market Inc. | 0.00% | Add +38.8% | 15,571 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.6% | 15,508 | $1.7M |
| Quantinno Capital Management LP | 0.00% | Add +622.7% | 14,728 | $1.6M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Reduce -48.9% | 14,404 | $1.6M |
| Thrivent Financial for Lutherans | 0.00% | No change | 14,258 | $1.6M |
| Dark Forest Capital Management LP | 0.13% | Add +16.3% | 13,712 | $1.5M |
| MetLife Investment Management, LLC | 0.01% | Add +1.2% | 13,580 | $1.5M |
| AQR Capital Management | 0.00% | Reduce -58.1% | 13,547 | $1.5M |
| American Century Companies Inc. | 0.00% | Add +10.8% | 13,374 | $1.5M |
| Sei Investments Co. | 0.00% | Add +9.3% | 13,350 | $1.5M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Add +100.3% | 13,220 | $1.5M |
| Royal Bank of Canada | 0.00% | Reduce -4.3% | 13,117 | $1.4M |
| Creative Planning | 0.00% | Add +66.3% | 11,720 | $1.3M |
| First Trust Advisors LP | 0.00% | Reduce -49.6% | 11,710 | $1.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.1% | 11,647 | $1.3M |
| M&T Bank Corp | 0.00% | Add +11.3% | 11,556 | $1.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +0.8% | 11,512 | $1.3M |
| Barclays PLC | 0.00% | Reduce -71.0% | 11,506 | $1.3M |
| Corient Private Wealth LP | 0.00% | New | 11,407 | $1.3M |
| Janus Henderson Group PLC | 0.00% | No change | 11,314 | $1.2M |
| Mirador Capital Partners LP | 0.18% | Add +0.1% | 11,288 | $1.2M |
| Point72 Asset Management | 0.00% | New | 10,856 | $1.2M |
| Vanguard Global Advisers, LLC | 0.00% | — | 10,226 | $1.1M |
| K.J. Harrison & Partners Inc | 0.18% | No change | 10,000 | $1.1M |
| Weik Capital Management | 0.38% | No change | 8,600 | $948K |
| Wealth Architects, LLC | 0.08% | No change | 8,402 | $927K |
| Pathstone Holdings, LLC | 0.00% | Add +1.1% | 8,073 | $890K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -10.6% | 7,973 | $879K |
| Hudson Edge Investment Partners Inc. | 0.12% | Add +125.4% | 7,713 | $851K |
| Amundi | 0.00% | Add +113.3% | 7,565 | $834K |
| Franklin Resources Inc. | 0.00% | Reduce -89.0% | 7,474 | $824K |
| Captrust Financial Advisors | 0.00% | Add +5.1% | 7,468 | $824K |
| Jones Financial Companies LLLP | 0.00% | Add +3994.8% | 7,125 | $784K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -19.0% | 6,857 | $756K |
| Arizona State Retirement System | 0.00% | Reduce -1.3% | 6,760 | $745K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Reduce -18.7% | 6,767 | $736K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -9.7% | 6,615 | $730K |
| BNP Paribas Financial Markets | 0.00% | Reduce -59.0% | 6,593 | $727K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 6,508 | $718K |
| Clearstead Advisors, LLC | 0.01% | No change | 6,194 | $683K |
| Intech Investment Management LLC | 0.01% | Reduce -40.8% | 6,188 | $682K |
| Handelsbanken Fonder AB | 0.00% | No change | 6,158 | $679K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 6,074 | $670K |
| Cwm, LLC | 0.00% | Reduce -27.4% | 6,029 | $665K |
| LPL Financial LLC | 0.00% | Reduce -20.5% | 5,897 | $650K |
| Dakota Wealth Management | 0.01% | No change | 5,600 | $618K |
| Norman Fields, Gottscho Capital Management, LLC | 0.20% | No change | 5,550 | $612K |
| KLP Kapitalforvaltning As | 0.00% | Reduce -51.3% | 5,500 | $607K |
| PNC Financial Services Group, Inc. | 0.00% | Add +15.6% | 5,471 | $603K |
| Keybank National Association | 0.00% | Reduce -7.6% | 5,154 | $568K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -63.9% | 4,982 | $549K |
| Inspire Investing, LLC | 0.03% | Add +4.5% | 4,652 | $513K |
| Entropy Technologies, LP | 0.02% | Add +98.2% | 4,608 | $508K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +29.8% | 4,638 | $499K |
| Citigroup Inc. | 0.00% | Reduce -65.2% | 4,375 | $482K |
| Verition Fund Management LLC | 0.01% | Reduce -69.5% | 4,374 | $482K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | No change | 4,350 | $480K |
| Cim, LLC | 0.07% | No change | 4,320 | $476K |
| Voya Investment Management LLC | 0.00% | Reduce -4.5% | 4,269 | $471K |
| Round Rock Advisors LLC | 0.07% | Add +1.7% | 4,229 | $466K |
| Jane Street Group, LLC | 0.00% | Reduce -85.0% | 4,209 | $464K |
| Cetera Investment Advisers | 0.00% | Reduce -21.9% | 4,104 | $453K |
| Pictet Asset Management Holding SA | 0.00% | Add +13.2% | 4,075 | $449K |
| Jefferies Financial Group Inc. | 0.01% | New | 3,974 | $438K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 3,906 | $431K |
| Prudential Financial Inc. | 0.00% | New | 3,877 | $428K |
| State of Wyoming | 0.05% | Reduce -9.5% | 3,700 | $408K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 3,630 | $400K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 3,492 | $385K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +1.6% | 3,474 | $383K |
| Bank of Montreal | 0.00% | Add +45.0% | 3,428 | $378K |
| EP Wealth Advisors, LLC | 0.00% | Add +0.8% | 3,341 | $368K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +48.2% | 3,138 | $346K |
| Vestcor Inc | 0.01% | No change | 3,037 | $335K |
| Allworth Financial LP | 0.00% | Reduce -0.2% | 2,935 | $324K |
| Jump Financial, LLC | 0.01% | New | 2,934 | $324K |
| Cornerstone Investment Partners, LLC | 0.01% | Add +5.7% | 2,773 | $306K |
| First National Bank of Omaha | 0.01% | Reduce -5.0% | 2,772 | $306K |
| Holocene Advisors, LP | 0.00% | New | 2,725 | $301K |
| Brevan Howard Capital Management LP | 0.00% | Add +3.7% | 2,712 | $299K |
| Diversified Trust Co. | 0.01% | Add +16.0% | 2,705 | $298K |
| Phillips Wealth Planners LLC | 0.22% | New | 2,565 | $292K |
| XTX Topco Ltd | 0.01% | Reduce -41.9% | 2,626 | $290K |
| Welch & Forbes LLC | 0.00% | No change | 2,600 | $287K |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 2,489 | $276K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +286.1% | 2,479 | $273K |
| State of Wisconsin Investment Board | 0.00% | Reduce -40.9% | 2,457 | $271K |
| Nicolet Bankshares Inc. | 0.01% | New | 2,415 | $270K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -9.0% | 2,440 | $269K |
| Praxis Investment Management Inc. | 0.02% | Reduce -29.0% | 2,414 | $266K |
| Xponance LLC | 0.00% | Add +19.5% | 2,363 | $261K |
| Navellier & Associates Inc. | 0.03% | No change | 2,329 | $257K |
| Summit Global Investments | 0.01% | Reduce -4.2% | 2,314 | $255K |
| Jain Global LLC | 0.00% | Reduce -41.9% | 2,173 | $240K |
| Focus Partners Wealth | 0.00% | Reduce -3.4% | 2,147 | $237K |
| Premier Fund Managers Ltd | 0.02% | Reduce -43.7% | 2,121 | $233K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 2,052 | $226K |
| Neuberger Berman Group LLC | 0.00% | Add +1.7% | 1,981 | $218K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,925 | $212K |
| Mackenzie Financial Corp. | 0.00% | Reduce -44.9% | 1,887 | $208K |
| US Bancorp \de | 0.00% | Reduce -39.7% | 1,857 | $205K |
| State of Alaska, Department of Revenue | 0.00% | No change | 1,453 | $160K |
| Kings Path Partners LLC | 0.06% | No change | 1,450 | $160K |
| Palouse Capital Management, Inc. | 0.10% | Reduce -6.6% | 1,356 | $150K |
| Nisa Investment Advisors, LLC | 0.00% | Add +0.1% | 1,340 | $148K |
| Colonial Trust Co / SC | 0.02% | No change | 1,115 | $123K |
| KBC Group NV | 0.00% | No change | 865 | $95K |
| Adirondack Trust Co. | 0.03% | Add +33.3% | 800 | $88K |
| Huntington National Bank | 0.00% | Add +19.1% | 781 | $86K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +47.8% | 705 | $78K |
| Sittner & Nelson, LLC | 0.03% | New | 689 | $76K |
| CX Institutional | 0.00% | Reduce -3.7% | 657 | $72K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -79.0% | 647 | $71K |
| Covestor Ltd | 0.05% | Reduce -53.9% | 638 | $70K |
| Farther Finance Advisors, LLC | 0.00% | Add +976.9% | 560 | $63K |
| Smartleaf Asset Management LLC | 0.00% | Add +175.0% | 363 | $40K |
| Peterson Wealth Services | 0.01% | Add +0.6% | 350 | $39K |
| Sterling Capital Management LLC | 0.00% | Reduce -31.8% | 317 | $35K |
| Signaturefd, LLC | 0.00% | Reduce -6.9% | 271 | $30K |
| Toth Financial Advisory Corp. | 0.00% | Add +0.5% | 208 | $23K |
| Destiny Wealth Partners, LLC | 0.00% | New | 145 | $16K |
| Kemnay Advisory Services Inc. | 0.00% | New | 141 | $16K |
| SouthState Bank Corp | 0.00% | No change | 140 | $15K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -3.5% | 136 | $15K |
| Parallel Advisors, LLC | 0.00% | Reduce -0.8% | 118 | $13K |
| Blue Trust, Inc. | 0.00% | No change | 115 | $13K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -91.3% | 114 | $13K |
| UMB Bank, n.a. | 0.00% | Add +41.3% | 106 | $12K |
| Private Trust Co. NA | 0.00% | Add +40.3% | 101 | $11K |
| Clearstead Trust, LLC | 0.00% | No change | 92 | $10K |
| Root Financial Partners, LLC | 0.00% | Add +18.1% | 85 | $9K |
| SBI Securities Co., Ltd. | 0.00% | Add +1.3% | 78 | $9K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -14.7% | 64 | $7K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -36.7% | 62 | $7K |
| Harbor Asset Planning, Inc. | 0.00% | No change | 50 | $6K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +144.4% | 44 | $5K |
| Aventura Private Wealth, LLC | 0.00% | New | 38 | $4K |
| GAMMA Investing LLC | 0.00% | Add +76.2% | 37 | $4K |
| Essential Partners LLC | 0.00% | Reduce -55.6% | 36 | $4K |
| MAI Capital Management | 0.00% | New | 33 | $4K |
| Bare Financial Services, Inc | 0.00% | Add +155.6% | 23 | $3K |
| IFP Advisors, Inc | 0.00% | Reduce -79.0% | 22 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 21 | $2K |
| Rothschild Investment LLC | 0.00% | Reduce -16.0% | 21 | $2K |
| CVA Family Office, LLC | 0.00% | New | 16 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -11.8% | 15 | $2K |
| JPL Wealth Management, LLC | 0.00% | New | 14 | $2K |
| Fortitude Family Office, LLC | 0.00% | Add +100.0% | 14 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 14 | $2K |
| Versant Capital Management, Inc | 0.00% | No change | 9 | $993 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 7 | $772 |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 7 | $772 |
| Cornerstone Planning Group LLC | 0.00% | New | 4 | $453 |
| SJS Investment Consulting Inc. | 0.00% | Add +33.3% | 4 | $442 |
| Zions Bancorporation, National Association | 0.00% | New | 3 | $331 |
| Quadrant Capital Group LLC | 0.00% | No change | 3 | $331 |
| HFM Investment Advisors, LLC | 0.00% | Add +100.0% | 2 | $221 |
| Hughes Financial Services, LLC | 0.00% | New | 2 | $221 |
| Rialto Wealth Management, LLC | 0.00% | No change | 2 | $221 |
| True Wealth Design, LLC | 0.00% | Reduce -95.2% | 1 | $111 |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 1 | $110 |
"% of holder's portfolio" is MGRC's weight in each manager's 13F, not the share of McGrath Rentcorp the manager owns.