13F QoQ Ownership Changes
MGM Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 88 new · 178 added · 351 reduced · 103 exited
New Positions(88)
Added To(178)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Davis Selected Advisers | 26,820,202 | +2,866,750 | $978.7M | +$148.4M | 12.0% |
| VANGUARD GROUP INC | 23,782,004 | +205,127 | $867.8M | +$50.6M | 0.9% |
| GOLDENTREE ASSET MANAGEMENT LP | 4,734,946 | +579,763 | $172.8M | +$28.8M | 13.9% |
| BARCLAYS PLC | 2,095,096 | +712,042 | $72.1M | +$24.1M | 51.5% |
| MORGAN STANLEY | 5,157,306 | +338,057 | $188.2M | +$21.2M | 7.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2,844,313 | +430,449 | $103.8M | +$20.1M | 17.8% |
| WELLS FARGO & COMPANY/MN | 2,218,906 | +388,824 | $81.0M | +$17.5M | 21.2% |
| STATE STREET CORP | 7,517,622 | +30,962 | $274.3M | +$14.8M | 0.4% |
| Assenagon Asset Management S.A. | 713,772 | +361,474 | $26.0M | +$13.8M | 102.6% |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | 2,033,369 | +285,367 | $74.2M | +$13.6M | 16.3% |
| Bank of New York Mellon Corp | 1,529,440 | +300,890 | $55.8M | +$13.2M | 24.5% |
| TWO SIGMA INVESTMENTS, LP | 382,024 | +357,726 | $13.9M | +$13.1M | 1472.2% |
| CITADEL ADVISORS LLC | 2,437,400 | +245,039 | $88.9M | +$13.0M | 11.2% |
| Corient Private Wealth LLC | 932,610 | +654,328 | $22.5M | +$12.9M | 235.1% |
| ArrowMark Colorado Holdings LLC | 1,448,701 | +259,150 | $52.9M | +$11.6M | 21.8% |
| GEODE CAPITAL MANAGEMENT, LLC | 5,224,452 | +49,613 | $190.3M | +$11.3M | 0.9% |
| Focus Partners Wealth | 337,051 | +301,762 | $12.3M | +$11.1M | 855.1% |
| Amundi | 668,734 | +269,973 | $24.4M | +$10.9M | 67.7% |
| Connor, Clark & Lunn Investment Management Ltd. | 738,410 | +270,624 | $26.9M | +$10.7M | 57.9% |
| Mudita Advisors LLP | 860,938 | +232,600 | $31.4M | +$9.6M | 37.0% |
| Allianz Asset Management GmbH | 1,046,075 | +196,839 | $38.2M | +$8.7M | 23.2% |
| D. E. Shaw & Co., Inc. | 591,393 | +211,060 | $21.6M | +$8.4M | 55.5% |
| GOLDMAN SACHS GROUP INC | 2,384,881 | +98,514 | $87.0M | +$7.8M | 4.3% |
| Verition Fund Management LLC | 265,421 | +198,649 | $9.7M | +$7.4M | 297.5% |
| Russell Investments Group, Ltd. | 477,515 | +171,639 | $17.4M | +$6.8M | 56.1% |
| TWO SIGMA ADVISERS, LP | 184,000 | +168,700 | $6.7M | +$6.2M | 1102.6% |
| XTX Topco Ltd | 166,878 | +158,986 | $6.1M | +$5.8M | 2014.5% |
| Walleye Trading LLC | 483,155 | +123,588 | $17.6M | +$5.2M | 34.4% |
| AMERIPRISE FINANCIAL INC | 296,433 | +111,648 | $10.8M | +$4.4M | 60.4% |
| MILLENNIUM MANAGEMENT LLC | 1,752,969 | +21,228 | $64.0M | +$3.9M | 1.2% |
| DEUTSCHE BANK AG\ | 885,378 | +63,982 | $32.3M | +$3.8M | 7.8% |
| Orvieto Partners, L.P. | 115,000 | +100,000 | $4.2M | +$3.7M | 666.7% |
| TODD ASSET MANAGEMENT LLC | 709,520 | +59,691 | $25.9M | +$3.4M | 9.2% |
| Diametric Capital, LP | 117,318 | +90,711 | $4.3M | +$3.4M | 340.9% |
| ALLIANCEBERNSTEIN L.P. | 311,948 | +79,412 | $11.4M | +$3.3M | 34.1% |
| WHITEBOX ADVISORS LLC | 286,050 | +71,889 | $10.4M | +$3.0M | 33.6% |
| RAYMOND JAMES FINANCIAL INC | 837,818 | +38,372 | $30.6M | +$2.9M | 4.8% |
| Man Group plc | 78,387 | +66,419 | $2.9M | +$2.4M | 555.0% |
| Quantinno Capital Management LP | 200,791 | +55,454 | $7.3M | +$2.3M | 38.1% |
| Neo Ivy Capital Management | 99,375 | +52,833 | $3.6M | +$2.0M | 113.5% |
| PEAK6 LLC | 207,762 | +45,889 | $7.6M | +$2.0M | 28.3% |
| CANADA PENSION PLAN INVESTMENT BOARD | 321,200 | +35,400 | $11.7M | +$1.8M | 12.4% |
| Cerity Partners LLC | 226,136 | +33,981 | $8.3M | +$1.6M | 17.7% |
| CREDIT AGRICOLE S A | 79,217 | +41,182 | $2.9M | +$1.6M | 108.3% |
| Gotham Asset Management, LLC | 319,967 | +22,478 | $11.7M | +$1.4M | 7.5% |
| Swiss National Bank | 402,500 | +6,800 | $14.7M | +$972.3K | 1.7% |
| State of Tennessee, Department of Treasury | 54,600 | +29,182 | $1.8M | +$950.3K | 114.8% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 42,683 | +22,212 | $1.6M | +$848.0K | 108.5% |
| New Age Alpha Advisors, LLC | 95,668 | +18,025 | $3.5M | +$799.8K | 23.2% |
| READYSTATE ASSET MANAGEMENT LP | 64,510 | +17,780 | $2.4M | +$734.3K | 38.0% |
| CIBC Asset Management Inc | 47,588 | +16,380 | $1.7M | +$654.8K | 52.5% |
| PRINCIPAL FINANCIAL GROUP INC | 226,499 | +6,643 | $8.3M | +$644.7K | 3.0% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 110,996 | +12,435 | $4.1M | +$634.1K | 12.6% |
| Tower Research Capital LLC (TRC) | 21,488 | +15,036 | $784.1K | +$560.5K | 233.0% |
| COMMERCE BANK | 31,321 | +13,763 | $1.1M | +$534.3K | 78.4% |
| PINNACLE ASSOCIATES LTD | 110,436 | +8,914 | $4.0M | +$511.1K | 8.8% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 160,033 | +5,146 | $5.8M | +$471.2K | 3.3% |
| BANK OF MONTREAL /CAN/ | 159,403 | +5,029 | $5.8M | +$466.0K | 3.3% |
| Beverly Hills Private Wealth, LLC | 138,930 | +6,003 | $5.1M | +$462.3K | 4.5% |
| Polymer Capital Management (US) LLC | 35,205 | +10,935 | $1.3M | +$443.4K | 45.0% |
| &PARTNERS | 65,011 | +8,690 | $2.4M | +$425.9K | 15.4% |
| NATIONAL BANK OF CANADA /FI/ | 131,360 | +5,012 | $4.8M | +$414.1K | 4.0% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 192,151 | +1,432 | $7.0M | +$401.3K | 0.8% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 216,377 | +59 | $7.9M | +$398.0K | 0.0% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 52,161 | +8,119 | $1.9M | +$376.9K | 18.4% |
| Ethic Inc. | 28,138 | +8,738 | $1.0M | +$354.4K | 45.0% |
| Callan Family Office, LLC | 21,801 | +8,013 | $795.5K | +$317.6K | 58.1% |
| Atria Investments, Inc | 54,460 | +6,271 | $2.0M | +$317.0K | 13.0% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 69,403 | +5,397 | $2.5M | +$314.1K | 8.4% |
| FIRST TRUST ADVISORS LP | 125,793 | +2,159 | $4.6M | +$305.0K | 1.7% |
| NewEdge Advisors, LLC | 11,367 | +7,671 | $414.8K | +$286.7K | 207.5% |
| Empowered Funds, LLC | 15,114 | +7,096 | $551.5K | +$273.6K | 88.5% |
| Mirae Asset Global Investments Co., Ltd. | 35,331 | +5,815 | $1.3M | +$266.2K | 19.7% |
| INCEPTIONR LLC | 14,463 | +6,549 | $527.8K | +$253.5K | 82.8% |
| Farther Finance Advisors, LLC | 14,039 | +6,239 | $512.3K | +$241.9K | 80.0% |
| NEOS Investment Management LLC | 35,736 | +4,948 | $1.3M | +$236.9K | 16.1% |
| CHESAPEAKE ASSET MANAGEMENT LLC | 5,008 | +4,950 | $221.7K | +$219.7K | 8534.5% |
| Mitsubishi UFJ Trust & Banking Corp | 12,726 | +5,417 | $464.4K | +$211.0K | 74.1% |
| Voya Investment Management LLC | 46,976 | +3,516 | $1.7M | +$207.8K | 8.1% |
| Woodline Partners LP | 31,219 | +4,266 | $1.1M | +$205.0K | 15.8% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 47,315 | +2,779 | $1.7M | +$198.8K | 6.2% |
| Apollon Wealth Management, LLC | 17,542 | +4,370 | $640.1K | +$183.6K | 33.2% |
| M&T Bank Corp | 12,491 | +4,480 | $456.1K | +$178.5K | 55.9% |
| Czech National Bank | 54,089 | +2,240 | $2.0M | +$176.6K | 4.3% |
| ProShare Advisors LLC | 56,888 | +2,042 | $2.1M | +$174.9K | 3.7% |
| MUFG Securities EMEA plc | 8,379 | +4,472 | $305.8K | +$170.3K | 114.5% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 44,851 | +2,220 | $1.6M | +$159.0K | 5.2% |
| CREDIT INDUSTRIEL ET COMMERCIAL | 71,683 | +564 | $2.6M | +$150.7K | 0.8% |
| Vanguard Personalized Indexing Management, LLC | 41,886 | +2,123 | $1.5M | +$150.2K | 5.3% |
| TRUIST FINANCIAL CORP | 23,549 | +2,485 | $859.3K | +$129.2K | 11.8% |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | 82,600 | +16,500 | $181.4K | -$129.2K | 25.0% |
| AMERICAN CENTURY COMPANIES INC | 38,678 | +1,453 | $1.4M | +$121.1K | 3.9% |
| Federation des caisses Desjardins du Quebec | 24,566 | +2,135 | $896.4K | +$119.0K | 9.5% |
| Pictet Asset Management Holding SA | 35,579 | +1,537 | $1.3M | +$118.4K | 4.5% |
| Chemistry Wealth Management LLC | 27,242 | +1,685 | $994.1K | +$108.3K | 6.6% |
| Rafferty Asset Management, LLC | 29,460 | +1,507 | $1.1M | +$106.1K | 5.4% |
| Modern Wealth Management, LLC | 12,983 | +2,375 | $473.8K | +$106.1K | 22.4% |
| Parallel Advisors, LLC | 8,867 | +2,186 | $323.6K | +$92.0K | 32.7% |
| GATEWAY INVESTMENT ADVISERS LLC | 10,716 | +1,997 | $391.0K | +$88.8K | 22.9% |
| XPONANCE, INC. | 16,114 | +1,681 | $588.0K | +$87.8K | 11.6% |
| Concurrent Investment Advisors, LLC | 8,929 | +1,937 | $325.8K | +$83.5K | 27.7% |
| Retirement Systems of Alabama | 43,637 | +88 | $1.6M | +$82.9K | 0.2% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 24,630 | +958 | $898.7K | +$78.3K | 4.0% |
| Vestmark Advisory Solutions, Inc. | 9,970 | +1,528 | $363.8K | +$71.2K | 18.1% |
| HB Wealth Management, LLC | 15,982 | +1,203 | $583.2K | +$70.9K | 8.1% |
| Annis Gardner Whiting Capital Advisors, LLC | 35,361 | +141 | $1.3M | +$69.6K | 0.4% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 27,750 | +399 | $1.0M | +$64.6K | 1.4% |
| MIZUHO SECURITIES USA LLC | 14,936 | +68 | $527.2K | -$62.9K | 0.5% |
| Americana Partners, LLC | 9,418 | +1,180 | $343.7K | +$58.1K | 14.3% |
| NOMURA ASSET MANAGEMENT CO LTD | 8,448 | +1,138 | $308.3K | +$54.9K | 15.6% |
| HighPoint Advisor Group LLC | 14,686 | +782 | $535.9K | +$54.0K | 5.6% |
| Hilltop Holdings Inc. | 16,632 | +656 | $606.9K | +$53.2K | 4.1% |
| ING GROEP NV | 26,510 | +119 | $967.4K | +$52.6K | 0.5% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 18,937 | +503 | $691.0K | +$52.1K | 2.7% |
| BOYAR ASSET MANAGEMENT INC. | 20,339 | +401 | $742.2K | +$51.1K | 2.0% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 23,524 | +200 | $858.4K | +$50.0K | 0.8% |
| Norinchukin Bank, The | 12,528 | +780 | $457.1K | +$50.0K | 6.6% |
| Beacon Pointe Advisors, LLC | 16,645 | +496 | $607.4K | +$47.6K | 3.1% |
| AVIVA PLC | 12,173 | +680 | $444.2K | +$45.8K | 5.9% |
| Rockefeller Capital Management L.P. | 14,580 | +549 | $532.0K | +$45.7K | 3.9% |
| GAMMA Investing LLC | 12,351 | +652 | $450.7K | +$45.2K | 5.6% |
| Canada Post Corp Registered Pension Plan | 3,720 | +1,080 | $135.7K | +$39.3K | 40.9% |
| US BANCORP \DE\ | 16,582 | +171 | $605.1K | +$36.3K | 1.0% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 7,347 | +629 | $268.1K | +$35.2K | 9.4% |
| Prestige Wealth Management Group LLC | 978 | +953 | $35.7K | +$34.8K | 3812.0% |
| HUNTINGTON NATIONAL BANK | 3,120 | +775 | $113.8K | +$32.6K | 33.0% |
| Asset Management One Co., Ltd. | 7,700 | +313 | $286.1K | +$30.1K | 4.2% |
| N.E.W. Advisory Services LLC | 2,130 | +703 | $77.7K | +$28.3K | 49.3% |
| CoreCap Advisors, LLC | 2,635 | +529 | $96.2K | +$23.2K | 25.1% |
| Compound Planning, Inc. | 8,418 | +200 | $307.2K | +$22.3K | 2.4% |
| Resona Asset Management Co.,Ltd. | 2,588 | +537 | $96.2K | +$21.2K | 26.2% |
| UMB Bank, n.a. | 2,655 | +437 | $96.9K | +$20.0K | 19.7% |
| PATTON FUND MANAGEMENT, INC. | 6,193 | +216 | $226.0K | +$18.8K | 3.6% |
| SG Americas Securities, LLC | 607,164 | +499,024 | $22.2K | +$18.4K | 461.5% |
| WADDELL & ASSOCIATES, LLC | 8,351 | +90 | $304.7K | +$18.4K | 1.1% |
| Institute for Wealth Management, LLC. | 8,271 | +75 | $301.8K | +$17.7K | 0.9% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 8,109 | +28 | $295.9K | +$15.8K | 0.3% |
| BROWN BROTHERS HARRIMAN & CO | 1,893 | +355 | $69.1K | +$15.8K | 23.1% |
| AE Wealth Management LLC | 6,970 | +82 | $254.3K | +$15.6K | 1.2% |
| Smartleaf Asset Management LLC | 3,270 | +400 | $120.1K | +$15.3K | 13.9% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 7,383 | +76 | $269.7K | +$14.3K | 1.0% |
| HRT FINANCIAL LP | 438,209 | +387,767 | $16.0K | +$14.2K | 768.7% |
| CIBC Private Wealth Group LLC | 2,551 | +274 | $93.1K | +$14.2K | 12.0% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 6,554 | +48 | $239.2K | +$13.7K | 0.7% |
| MAI Capital Management | 6,920 | +27 | $252.5K | +$13.6K | 0.4% |
| Stratos Wealth Partners, LTD. | 6,801 | +33 | $248.2K | +$13.6K | 0.5% |
| SYON CAPITAL LLC | 6,680 | +16 | $243.8K | +$12.8K | 0.2% |
| Larson Financial Group LLC | 599 | +292 | $21.9K | +$11.2K | 95.1% |
| Global Retirement Partners, LLC | 784 | +281 | $28.6K | +$11.2K | 55.9% |
| State of Wyoming | 1,831 | +225 | $66.8K | +$11.1K | 14.0% |
| MUFG SECURITIES AMERICAS INC. | 5,526 | +21 | $201.6K | +$10.8K | 0.4% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 410 | +262 | $15.0K | +$9.8K | 177.0% |
| STRS OHIO | 4,908 | +9 | $179.1K | +$9.3K | 0.2% |
| HARBOUR INVESTMENTS, INC. | 1,560 | +174 | $56.9K | +$8.9K | 12.6% |
| Horizon Investments, LLC | 3,600 | +28 | $131.4K | +$7.6K | 0.8% |
| Sound Income Strategies, LLC | 250 | +207 | $8.7K | +$7.3K | 481.4% |
| ORG Partners LLC | 156 | +125 | $5.7K | +$4.6K | 403.2% |
| Parkside Financial Bank & Trust | 1,075 | +70 | $39.2K | +$4.4K | 7.0% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 155 | +105 | $5.7K | +$3.9K | 210.0% |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 724,014 | +59,770 | $26.4K | +$3.4K | 9.0% |
| Activest Wealth Management | 130 | +80 | $4.7K | +$3.0K | 160.0% |
| Sachetta, LLC | 143 | +67 | $5.2K | +$2.6K | 88.2% |
| CYBER HORNET ETFs LLC | 771 | +25 | $28.1K | +$2.3K | 3.4% |
| EASTERN BANK | 910 | +10 | $33.2K | +$2.0K | 1.1% |
| WINNOW WEALTH LLC | 48 | +41 | $1.8K | +$1.5K | 585.7% |
| Blue Trust, Inc. | 394 | +23 | $14.4K | +$1.5K | 6.2% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 304,570 | +2,004 | $11.1K | +$626 | 0.7% |
| CVA Family Office, LLC | 35 | +10 | $1.3K | +$410 | 40.0% |
| Quaker Wealth Management, LLC | 177 | +2 | $6.5K | +$393 | 1.1% |
| Dunhill Financial, LLC | 13 | +7 | $490 | +$279 | 116.7% |
| AMALGAMATED BANK | 42,815 | +4,057 | $1.6K | +$219 | 10.5% |
| CX Institutional | 8,527 | +1,438 | $311 | +$65 | 20.3% |
| Daiwa Securities Group Inc. | 15,769 | +1,000 | $575 | +$63 | 6.8% |
| HANTZ FINANCIAL SERVICES, INC. | 3,571 | +1,139 | $130 | +$46 | 46.8% |
| BESSEMER GROUP INC | 4,316 | +1,017 | $157 | +$43 | 30.8% |
| Covestor Ltd | 1,441 | +787 | $53 | +$30 | 120.3% |
| CANADA LIFE ASSURANCE Co | 57,357 | +186 | $2.1K | +$5 | 0.3% |
| GW&K Investment Management, LLC | 408 | +8 | $15 | +$1 | 2.0% |