13F QoQ Ownership Changes
MHO Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 57 new · 113 added · 168 reduced · 53 exited
New Positions(57)
Added To(113)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4,867,196 | +36,958 | $622.8M | -$74.9M | 0.8% |
| MILLENNIUM MANAGEMENT LLC | 434,484 | +225,120 | $55.6M | +$25.4M | 107.5% |
| STATE STREET CORP | 1,337,188 | +28,187 | $171.1M | -$18.0M | 2.1% |
| DIMENSIONAL FUND ADVISORS LP | 1,085,909 | +2,067 | $138.9M | -$17.6M | 0.2% |
| FMR LLC | 1,183,365 | +31,942 | $151.4M | -$14.9M | 2.8% |
| Squarepoint Ops LLC | 114,134 | +108,147 | $14.6M | +$13.7M | 1806.4% |
| Gradient Investments LLC | 114,773 | +100,233 | $14.7M | +$12.6M | 689.4% |
| DONALD SMITH & CO., INC. | 1,463,340 | +82,090 | $187.2M | -$12.3M | 5.9% |
| TWO SIGMA INVESTMENTS, LP | 181,259 | +66,783 | $23.2M | +$6.7M | 58.3% |
| DENALI ADVISORS LLC | 55,239 | +42,108 | $7.1M | +$5.2M | 320.7% |
| RBF Capital, LLC | 83,400 | +41,700 | $10.7M | +$4.6M | 100.0% |
| Point72 Asset Management, L.P. | 43,981 | +36,981 | $5.6M | +$4.6M | 528.3% |
| Trexquant Investment LP | 47,397 | +36,899 | $6.1M | +$4.5M | 351.5% |
| RENAISSANCE TECHNOLOGIES LLC | 53,900 | +33,800 | $6.9M | +$4.0M | 168.2% |
| TUDOR INVESTMENT CORP ET AL | 34,063 | +31,071 | $4.4M | +$3.9M | 1038.5% |
| First Eagle Investment Management, LLC | 60,100 | +31,495 | $7.7M | +$3.6M | 110.1% |
| WELLS FARGO & COMPANY/MN | 49,657 | +29,235 | $6.4M | +$3.4M | 143.2% |
| ROYCE & ASSOCIATES LP | 326,606 | +16,445 | $41.8M | -$3.0M | 5.3% |
| PANAGORA ASSET MANAGEMENT INC | 63,824 | +25,431 | $8.2M | +$2.6M | 66.2% |
| D. E. Shaw & Co., Inc. | 37,105 | +20,367 | $4.7M | +$2.3M | 121.7% |
| PRINCIPAL FINANCIAL GROUP INC | 147,043 | +5,470 | $18.8M | -$1.6M | 3.9% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 105,969 | +1,252 | $13.6M | -$1.6M | 1.2% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 43,301 | +13,466 | $5.5M | +$1.2M | 45.1% |
| NEW YORK STATE COMMON RETIREMENT FUND | 26,383 | +10,575 | $3.4M | +$1.1M | 66.9% |
| MORGAN STANLEY | 269,478 | +23,322 | $34.5M | -$1.1M | 9.5% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 51,060 | +13,189 | $6.5M | +$1.1M | 34.8% |
| Junto Capital Management LP | 272,393 | +24,045 | $34.9M | -$1.0M | 9.7% |
| OBERWEIS ASSET MANAGEMENT INC/ | 75,000 | +1,800 | $9.6M | -$976.8K | 2.5% |
| EMG Holdings, L.P. | 27,529 | +9,719 | $3.5M | +$949.9K | 54.6% |
| STRS OHIO | 72,500 | +2,600 | $9.3M | -$820.0K | 3.7% |
| ASSETMARK, INC | 53,966 | +490 | $6.9M | -$819.1K | 0.9% |
| Mattson Financial Services, LLC | 9,182 | +6,428 | $1.2M | +$777.0K | 233.4% |
| JAMES INVESTMENT RESEARCH, INC. | 43,024 | +58 | $5.5M | -$701.1K | 0.1% |
| JANE STREET GROUP, LLC | 53,570 | +1,661 | $6.9M | -$643.5K | 3.2% |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 141,324 | +19,833 | $18.1M | +$534.2K | 16.3% |
| Engineers Gate Manager LP | 39,659 | +8,132 | $5.1M | +$520.6K | 25.8% |
| AlphaQuest LLC | 4,162 | +3,625 | $532.5K | +$455.0K | 675.0% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 55,845 | +3,303 | $7.1M | -$443.8K | 6.3% |
| Counterpoint Mutual Funds LLC | 6,536 | +4,008 | $746.3K | +$381.1K | 158.5% |
| State of Tennessee, Department of Treasury | 11,759 | +3,180 | $1.6M | +$333.0K | 37.1% |
| Voya Investment Management LLC | 21,500 | +260 | $2.8M | -$317.0K | 1.2% |
| AQR CAPITAL MANAGEMENT LLC | 68,406 | +5,791 | $8.8M | -$291.6K | 9.2% |
| Rafferty Asset Management, LLC | 42,799 | +2,968 | $5.5M | -$277.1K | 7.5% |
| NATIXIS | 2,781 | +2,221 | $355.8K | +$274.9K | 396.6% |
| TWO SIGMA ADVISERS, LP | 101,100 | +13,400 | $12.9M | +$268.4K | 15.3% |
| INTECH INVESTMENT MANAGEMENT LLC | 14,883 | +72 | $1.9M | -$235.0K | 0.5% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 26,486 | +1,600 | $3.4M | -$205.7K | 6.4% |
| STATE OF WISCONSIN INVESTMENT BOARD | 12,767 | +2,825 | $1.6M | +$197.5K | 28.4% |
| Quantinno Capital Management LP | 7,381 | +2,082 | $944.4K | +$179.0K | 39.3% |
| CANADA PENSION PLAN INVESTMENT BOARD | 19,400 | +1,100 | $2.5M | -$161.0K | 6.0% |
| Inspire Investing, LLC | 4,671 | +1,537 | $597.7K | +$145.0K | 49.0% |
| Diversified Trust Co | 4,232 | +1,483 | $541.5K | +$144.4K | 53.9% |
| Cullen Capital Management, LLC | 5,955 | +1,656 | $761.9K | +$141.0K | 38.5% |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 3,300 | +1,300 | $422.2K | +$133.4K | 65.0% |
| Grantham, Mayo, Van Otterloo & Co. LLC | 11,369 | +563 | $1.5M | -$106.2K | 5.2% |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 4,600 | +1,250 | $588.6K | +$104.7K | 37.3% |
| Illinois Municipal Retirement Fund | 14,655 | +1,008 | $1.9M | -$96.1K | 7.4% |
| CIBC Asset Management Inc | 2,607 | +946 | $333.6K | +$93.7K | 57.0% |
| Tower Research Capital LLC (TRC) | 2,258 | +894 | $288.9K | +$91.9K | 65.5% |
| Truvestments Capital LLC | 11,624 | +696 | $1.5M | -$91.1K | 6.4% |
| VICTORY CAPITAL MANAGEMENT INC | 9,905 | +507 | $1.3M | -$90.1K | 5.4% |
| NewEdge Wealth, LLC | 6,316 | +689 | $808.1K | +$89.3K | 12.2% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 6,024 | +100 | $770.8K | -$84.9K | 1.7% |
| NewEdge Advisors, LLC | 3,653 | +996 | $467.4K | +$83.6K | 37.5% |
| Empowered Funds, LLC | 14,251 | +2,128 | $1.8M | +$72.4K | 17.6% |
| ProShare Advisors LLC | 5,075 | +152 | $649.3K | -$61.7K | 3.1% |
| Maryland State Retirement & Pension System | 3,819 | +25 | $488.6K | -$59.4K | 0.7% |
| BARCLAYS PLC | 193,499 | +43,670 | $21.7M | +$53.8K | 29.1% |
| PNC Financial Services Group, Inc. | 2,190 | +600 | $280.2K | +$50.6K | 37.7% |
| Vanguard Personalized Indexing Management, LLC | 4,453 | +177 | $569.8K | -$47.9K | 4.1% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 2,989 | +33 | $382.4K | -$44.5K | 1.1% |
| LPL Financial LLC | 4,489 | +737 | $574.4K | +$32.4K | 19.6% |
| XPONANCE, INC. | 2,087 | +15 | $267.0K | -$32.2K | 0.7% |
| MERCER GLOBAL ADVISORS INC /ADV | 1,920 | +441 | $245.6K | +$32.0K | 29.8% |
| HighTower Advisors, LLC | 2,167 | +46 | $277.3K | -$29.1K | 2.2% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1,614 | +2 | $206.5K | -$26.3K | 0.1% |
| GAMMA Investing LLC | 1,685 | +27 | $215.6K | -$23.9K | 1.6% |
| EXCHANGE TRADED CONCEPTS, LLC | 9,023 | +1,192 | $1.2M | +$23.4K | 15.2% |
| Allspring Global Investments Holdings, LLC | 4,773 | +417 | $610.7K | -$18.5K | 9.6% |
| State of Wyoming | 2,061 | +331 | $263.7K | +$13.8K | 19.1% |
| State of New Jersey Common Pension Fund D | 17,411 | +2,083 | $2.2M | +$13.8K | 13.6% |
| Callan Family Office, LLC | 1,859 | +125 | $237.9K | -$12.6K | 7.2% |
| Smartleaf Asset Management LLC | 957 | +31 | $123.4K | -$11.2K | 3.3% |
| Pictet Asset Management Holding SA | 4,025 | +383 | $515.0K | -$11.1K | 10.5% |
| Brucke Financial, Inc. | 1,798 | +32 | $230.1K | +$9.0K | 1.8% |
| Vise Technologies, Inc. | 1,956 | +274 | $250.3K | +$7.3K | 16.3% |
| CIBC Private Wealth Group LLC | 481 | +6 | $61.5K | -$7.1K | 1.3% |
| Legacy Wealth Managment, LLC/ID | 60 | +49 | $7.7K | +$6.1K | 445.4% |
| UMB Bank, n.a. | 168 | +43 | $21.5K | +$3.4K | 34.4% |
| Cerity Partners LLC | 26,602 | +3,014 | $3.4M | -$3.3K | 12.8% |
| BESSEMER GROUP INC | 24,192 | +24,078 | $3.1K | +$3.1K | 21121.0% |
| NATIONAL BANK OF CANADA /FI/ | 477 | +34 | $61.1K | -$2.9K | 7.7% |
| Farther Finance Advisors, LLC | 112 | +25 | $14.3K | +$1.8K | 28.7% |
| FIFTH THIRD BANCORP | 196 | +14 | $25.1K | -$1.2K | 7.7% |
| Accent Capital Management, LLC | 65 | +15 | $8.3K | +$1.1K | 30.0% |
| Salomon & Ludwin, LLC | 214 | +22 | $27.4K | -$1.0K | 11.4% |
| GSA CAPITAL PARTNERS LLP | 12,830 | +8,490 | $1.6K | +$1.0K | 195.6% |
| Versant Capital Management, Inc | 139 | +11 | $17.8K | -$703 | 8.6% |
| ROTHSCHILD INVESTMENT LLC | 46 | +1 | $5.9K | -$614 | 2.2% |
| Summit Global Investments | 7,959 | +4,922 | $1.0K | +$579 | 162.1% |
| SG Americas Securities, LLC | 7,995 | +4,780 | $1.0K | +$559 | 148.7% |
| Global Retirement Partners, LLC | 28 | +7 | $3.6K | +$550 | 33.3% |
| SIGNATUREFD, LLC | 143 | +20 | $18.3K | +$531 | 16.3% |
| Larson Financial Group LLC | 23 | +6 | $2.9K | +$488 | 35.3% |
| Bell Investment Advisors, Inc | 89 | +8 | $11.4K | -$312 | 9.9% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 24,351 | +701 | $3.1K | -$301 | 3.0% |
| State of Alaska, Department of Revenue | 14,839 | +96 | $1.9K | -$232 | 0.7% |
| AMALGAMATED BANK | 7,598 | +10 | $972 | -$124 | 0.1% |
| High Note Wealth, LLC | 33 | +3 | $4.2K | -$111 | 10.0% |
| HARBOR CAPITAL ADVISORS, INC. | 7,635 | +622 | $977 | -$36 | 8.9% |
| Janney Montgomery Scott LLC | 3,993 | +225 | $511 | -$33 | 6.0% |
| CWM, LLC | 3,274 | +234 | $419 | -$20 | 7.7% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 333 | +102 | $43 | +$10 | 44.1% |