MBIN Institutional Ownership
Who owns Merchants Bancorp and what the big funds did with it last quarter, from every SEC 13F filing. 188 funds reported holding MBIN at Jun 30, 2026, together owning 98.3% of the company.
- ●82 buying vs 76 selling
- ▼Held by funds -0.7 pts
- ▲Funds holding +10
- ●Superinvestors: 1 added, 1 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 188 | 178 | +5.6% |
| In funds' top 10 | 3 | 4 | −25.0% |
| 13F shares | 45.2M | 45.5M | −0.7% |
| Held by funds | 98.3% | 99.1% | −0.7 pts |
| New positions | 26 | 44 | −40.9% |
| Increased | 56 | 56 | 0.0% |
| Reduced | 60 | 46 | +30.4% |
| Sold out | 16 | 21 | −23.8% |
| Calls (shares) | 7,200 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | 0.00 | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in MBIN
All superinvestors →Who owns MBIN
share of fund held shares- Index and passive funds23.1%
- Active managers and hedge funds70.5%
- Banks and brokers5.6%
- Pensions, insurers and other0.8%
The top 10 holders own 85.9% of all MBIN shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
34 funds changed their position- Wasatch Advisors LPNew+127K sh
- Principal Financial Group IncTrimmed−21K sh
- State of Alaska, Department of RevenueTrimmed−5,437 sh
- Valeo Financial Advisors, LLCTrimmed−4,724 sh
- Louisiana State Employees Retirement SystemTrimmed−2,100 sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Elser Financial Planning, Inc | 58.36% | 26.8M | $1.3B | −174K |
| 2 | BlackRock, Inc. | 8.94% | 4.1M | $205M | +54K |
| 3 | Dimensional Fund Advisors LP | 3.98% | 1.8M | $91.4M | +68K |
| 4 | State Street Corp | 2.32% | 1.1M | $53.5M | +32K |
| 5 | Nomura Asset Management International Inc. | 2.27% | 1M | $52.3M | −48K |
| 6 | Vanguard Capital Management LLC | 2.21% | 1M | $50.8M | +15K |
| 7 | American Century Companies Inc | 1.82% | 837K | $41.9M | +94K |
| 8 | Doma Perpetual Capital Management LLC | 1.76% | 810K | $40.5M | −306K |
| 9 | Geode Capital Management, LLC | 1.61% | 740K | $37M | +15K |
| 10 | Royce & Associates LP | 1.15% | 527K | $26.4M | −40K |
- American Century Companies Inc+94K sh+$4.7M
- Invesco Ltd.+85K sh+$4.3M
- Dimensional Fund Advisors LP+68K sh+$3.4M
- BlackRock, Inc.+54K sh+$2.7M
- XTX Topco Ltd+45K sh+$2.3M
- State Street Corp+32K sh+$1.6M
- Citigroup Inc+29K sh+$1.5M
- Russell Investments Group, Ltd.+26K sh+$1.3M
- Doma Perpetual Capital Management LLC−306K sh−$15.3M
- Elser Financial Planning, Inc−174K sh−$8.7M
- Mackenzie Financial Corp−87K sh−$3.7M
- Goldman Sachs Group Inc−55K sh−$2.8M
- Sei Investments Co−54K sh−$2.7M
- Nomura Asset Management International Inc.−48K sh−$2.4M
- Renaissance Technologies LLC−49K sh−$2.1M
- Royce & Associates LP−40K sh−$2M
MBIN institutional ownership FAQ
Who owns the most MBIN stock?
In Q2 2026 13F filings the largest holder of MBIN was Elser Financial Planning, Inc, followed by BlackRock, Inc. and Dimensional Fund Advisors LP. Index fund managers are usually the biggest holders of large companies.
What percentage of MBIN is owned by institutions?
Funds that file 13F reports held 98.3% of MBIN's shares at Jun 30, 2026, compared with 99.1% a quarter earlier. That counts every manager with more than $100 million in US stocks.
Are hedge funds buying MBIN?
In Q2 2026, 82 funds bought MBIN (26 of them new positions) and 76 sold (16 sold out completely). Among well known investors, 1 added and 1 cut. Our fund sentiment for MBIN is neutral.
What is MBIN's institutional put/call ratio?
Funds reported $0 of MBIN puts against $360K of calls, a put/call ratio of 0.00. Market makers and bank trading desks are left out, since their options are mostly hedges.
How current is this MBIN ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.

