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Maverick Merger Sub 2, LLC

COOPDelisted Oct 1, 2025
Industry
Finance Services
SEC CIK
0000933136

Maverick Merger Sub 2, LLC was delisted on Oct 1, 2025; its insiders filed their last Form 4 on Oct 3, 2025; 423 institutions reported holding it in 13F filings for Q3 2025, worth $12.4B in total; 3 superinvestors held it, including Third Point and ValueAct Capital.

13F holders, Q1 2025

Institutional positions in Maverick Merger Sub 2, LLC as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
391
+40 vs. Q4 2024
Shares held
59.9M
+1.29M (+2.2%) vs. Q4 2024
Total value
$7.16B
+$1.53B (+27.2%) vs. Q4 2024
New holders
88
100 more added
Sold out
48
148 more reduced

6 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2024: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting COOP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2025: 391 institutions
Q1 2021: 238 institutionsQ2 2021: 234 institutionsQ3 2021: 234 institutionsQ4 2021: 265 institutionsQ1 2022: 277 institutionsQ2 2022: 240 institutionsQ3 2022: 251 institutionsQ4 2022: 257 institutionsQ1 2023: 250 institutionsQ2 2023: 255 institutionsQ3 2023: 288 institutionsQ4 2023: 312 institutionsQ1 2024: 316 institutionsQ2 2024: 338 institutionsQ3 2024: 344 institutionsQ4 2024: 357 institutionsQ1 2025: 391 institutionsQ2 2025: 417 institutionsQ3 2025: 423 institutionsQ4 2025: 3 institutionsQ1 2026: 2 institutionsQ2 2026: 2 institutions
Value heldQ1 2025: $7.16B
Q1 2021: $2.52BQ2 2021: $2.60BQ3 2021: $2.64BQ4 2021: $2.56BQ1 2022: $2.94BQ2 2022: $2.43BQ3 2022: $2.57BQ4 2022: $2.52BQ1 2023: $2.50BQ2 2023: $2.93BQ3 2023: $3.11BQ4 2023: $3.79BQ1 2024: $4.47BQ2 2024: $4.69BQ3 2024: $5.21BQ4 2024: $5.65BQ1 2025: $7.16BQ2 2025: $9.01BQ3 2025: $12.4BQ4 2025: $13.8MQ1 2026: $17.3MQ2 2026: $19.2M
Institutions holding COOP and their total value by quarter
QuarterHoldersValue
Q2 20262$19.2M
Q1 20262$17.3M
Q4 20253$13.8M
Q3 2025423$12.4B
Q2 2025417$9.01B
Q1 2025391$7.16B
Q4 2024357$5.65B
Q3 2024344$5.21B
Q2 2024338$4.69B
Q1 2024316$4.47B
Q4 2023312$3.79B
Q3 2023288$3.11B
Q2 2023255$2.93B
Q1 2023250$2.50B
Q4 2022257$2.52B
Q3 2022251$2.57B
Q2 2022240$2.43B
Q1 2022277$2.94B
Q4 2021265$2.56B
Q3 2021234$2.64B
Q2 2021234$2.60B
Q1 2021238$2.52B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Maverick Merger Sub 2, LLC; share changes are against Q4 2024.

Institutions holding COOP in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth9$00.00%+9New
Cornerstone Planning Group LLC1$1110.00%+1New
Huntington National Bank1$1200.00%−34−97.1%Reduced
TFC Financial Management1$1200.00%00.0%Unchanged
GWM Advisors LLC1$1200.00%00.0%Unchanged
Investment Research & Advisory Group, Inc.1$1200.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co1$1200.00%+1New
DiNuzzo Private Wealth, Inc.2$2400.00%00.0%Unchanged
Parkworth Wealth Management, Inc.3$3590.00%00.0%Unchanged
NewSquare Capital LLC3$3590.00%+3New
Abound Wealth Management4$4790.00%00.0%Unchanged
Pillar Financial Advisors, LLC4$4790.00%00.0%Unchanged
Bell Investment Advisors, Inc5$5980.00%00.0%Unchanged
Garde Capital, Inc.5$5980.00%+5New
Legacy Wealth Managment, LLC6$7180.00%00.0%Unchanged
UMA Financial Services, Inc.7$8380.00%00.0%Unchanged
Larson Financial Group LLC9$1.08K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec10$1.20K0.00%00.0%Unchanged
Private Trust Co NA14$1.67K0.00%−34−70.8%Reduced
Creative Financial Designs Inc14$1.67K0.00%+14New
Horizon Investments, LLC14$1.67K0.00%+14New
Bryn Mawr Trust Co15$1.79K0.00%00.0%Unchanged
Stephens Consulting, LLC20$2.39K0.00%+20New
Bare Financial Services, Inc26$3.11K0.00%+26New
TD Private Client Wealth LLC27$3.23K0.00%+27New
Cherry Tree Wealth Management, LLC29$3.47K0.00%+29New
SBI Securities Co., Ltd.30$3.59K0.00%+14+87.5%Added
Beacon Capital Management, LLC35$4.19K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc41$4.90K0.00%−4−8.9%Reduced
SRS Capital Advisors, Inc.42$5.02K0.00%−90−68.2%Reduced
High Note Wealth, LLC48$5.74K0.00%00.0%Unchanged
Hexagon Capital Partners LLC48$5.74K0.00%00.0%Unchanged
Manchester Capital Management LLC53$6.34K0.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.58$6.94K0.00%00.0%Unchanged
Hillsdale Investment Management Inc.70$8.37K0.00%−70,120−99.9%Reduced
CIBC Private Wealth Group, LLC97$11.3K0.00%+45+86.5%Added
Parallel Advisors, LLC97$11.6K0.00%+3+3.2%Added
Quest Partners LLC100$12.0K0.00%+100New
Skopos Labs, Inc.104$12.4K0.00%+104New
Rise Advisors, LLC109$13.0K0.01%+109New
Rothschild Investment LLC115$13.8K0.00%+45+64.3%Added
Annis Gardner Whiting Capital Advisors, LLC119$14.2K0.01%00.0%Unchanged
Lindbrook Capital, LLC132$15.8K0.00%+12+10.0%Added
Versant Capital Management, Inc138$16.5K0.00%−4−2.8%Reduced
Covestor Ltd144$17.0K0.01%−598−80.6%Reduced
Pinnacle Bancorp, Inc.149$17.8K0.01%+149New
Smithfield Trust Co150$18.0K0.00%00.0%Unchanged
IFP Advisors, Inc151$18.1K0.00%−386−71.9%Reduced
Key Financial Inc152$18.2K0.00%00.0%Unchanged
Ci Investments Inc.158$19.0K0.00%−35−18.1%Reduced
Richardson Financial Services Inc.163$19.5K0.01%−2−1.2%Reduced
Fifth Third Bancorp164$19.6K0.00%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.170$20.3K0.00%+170New
Optiver Holding B.V.173$20.7K0.00%+173New
CarsonAllaria Wealth Management, Ltd.186$22.2K0.01%+40+27.4%Added
First Horizon Advisors, Inc.217$26.0K0.00%+217New
Picton Mahoney Asset Management231$27.0K0.00%−94−28.9%Reduced
Aster Capital Management (DIFC) Ltd253$28.4K0.01%+253New
Brown Brothers Harriman & Co265$31.7K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC275$32.9K0.00%00.0%Unchanged
Principal Securities, Inc.349$33.5K0.00%00.0%Unchanged
Financial Management Professionals, Inc.329$39.3K0.01%00.0%Unchanged
Parkside Financial Bank & Trust386$46.2K0.01%+369+2,170.6%Added
Allworth Financial LP442$51.5K0.00%+87+24.5%Added
USA Financial Portformulas Corp462$55.3K0.01%+462New
Nomura Asset Management Co Ltd490$58.6K0.00%−290−37.2%Reduced
Belvedere Trading LLC498$59.6K0.01%+498New
Asset Planning,Inc500$59.8K0.05%00.0%Unchanged
Boston Private Wealth LLC522$62.4K0.00%+522New
Harbor Capital Advisors, Inc.625$75.0K0.00%−3−0.5%Reduced
CWM, LLC781$93.0K0.00%+134+20.7%Added
Walleye Trading LLC795$95.1K0.00%+795New
National Bank of Canada818$97.8K0.00%+8+1.0%Added
Ronald Blue Trust, Inc.859$102.7K0.00%+65+8.2%Added
Jones Financial Companies LLLP1,014$106.0K0.00%+123+13.8%Added
Salem Investment Counselors Inc1,000$119.6K0.00%00.0%Unchanged
Smartleaf Asset Management LLC1,215$127.0K0.01%−18−1.5%Reduced
Farther Finance Advisors, LLC1,134$141.8K0.00%+189+20.0%Added
Coldstream Capital Management Inc1,229$147.0K0.00%+1,229New
Vestor Capital, LLC1,245$149.0K0.01%00.0%Unchanged
Archer Investment Corp1,425$170.4K0.04%+1,425New
Harvest Fund Management Co., Ltd1,495$179.0K0.01%+1,048+234.5%Added
Signaturefd, LLC1,565$187.2K0.00%+7+0.4%Added
EverSource Wealth Advisors, LLC1,586$189.7K0.01%+534+50.8%Added
Sagefield Capital LP1,600$191.4K0.02%+1,600New
Vestcor Inc1,628$195.0K0.01%+1,628New
FLP Wealth Management, LLC1,684$201.4K0.64%00.0%Unchanged
Quantessence Capital LLC1,700$203.3K0.05%+1,700New
Guardian Wealth Advisors, LLC1,727$206.5K0.02%+1,727New
Paulson Wealth Management Inc.1,741$208.2K0.06%+1,741New
Aptus Capital Advisors, LLC1,752$209.5K0.00%+1,752New
Bessemer Group Inc1,768$211.0K0.00%+88+5.2%Added
Harvest Investment Services, LLC1,800$215.3K0.06%+1,800New
Trueblood Wealth Management, LLC1,822$217.9K0.10%+1,822New
Arcus Capital Partners, LLC1,850$221.3K0.09%+1,850New
Kestra Private Wealth Services, LLC1,873$224.0K0.00%+1,873New
Independent Advisor Alliance1,913$228.8K0.01%+1,913New
Gsa Capital Partners LLP1,912$229.0K0.02%+1,912New
Panagora Asset Management Inc1,960$234.4K0.00%+1,960New
Longboard Asset Management, LP1,963$234.8K0.69%+1,963New