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, Q2 2025
Institutional positions in Maverick Merger Sub 2, LLC as of Jun 30, 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
- 417
- +31 vs. Q1 2025
- Shares held
- 60.3M
- +994.9K (+1.7%) vs. Q1 2025
- Total value
- $9.01B
- +$1.91B (+26.9%) vs. Q1 2025
- New holders
- 110
- 116 more added
- Sold out
- 79
- 143 more reduced
5 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2 | $19.2M |
| Q1 2026 | 2 | $17.3M |
| Q4 2025 | 3 | $13.8M |
| Q3 2025 | 423 | $12.4B |
| Q2 2025 | 417 | $9.01B |
| Q1 2025 | 391 | $7.16B |
| Q4 2024 | 357 | $5.65B |
| Q3 2024 | 344 | $5.21B |
| Q2 2024 | 338 | $4.69B |
| Q1 2024 | 316 | $4.47B |
| Q4 2023 | 312 | $3.79B |
| Q3 2023 | 288 | $3.11B |
| Q2 2023 | 255 | $2.93B |
| Q1 2023 | 250 | $2.50B |
| Q4 2022 | 257 | $2.52B |
| Q3 2022 | 251 | $2.57B |
| Q2 2022 | 240 | $2.43B |
| Q1 2022 | 277 | $2.94B |
| Q4 2021 | 265 | $2.56B |
| Q3 2021 | 234 | $2.64B |
| Q2 2021 | 234 | $2.60B |
| Q1 2021 | 238 | $2.52B |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Maverick Merger Sub 2, LLC; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $149 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1 | $149 | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 1 | $149 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1 | $149 | 0.00% | +1 | New |
| Hilltop National Bank | 1 | $149 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $150 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 2 | $298 | 0.00% | +2 | New |
| DiNuzzo Private Wealth, Inc. | 2 | $299 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 3 | $448 | 0.00% | −3−50.0% | Reduced |
| NewSquare Capital LLC | 3 | $448 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 3 | $448 | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 3 | $448 | 0.00% | +3 | New |
| Abound Wealth Management | 4 | $597 | 0.00% | 00.0% | Unchanged |
| Pillar Financial Advisors, LLC | 4 | $597 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 4 | $597 | 0.00% | +4 | New |
| Garde Capital, Inc. | 5 | $747 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 4 | $757 | 0.00% | +3+300.0% | Added |
| Avion Wealth | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 8 | $1.19K | 0.00% | +8 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 9 | $1.34K | 0.00% | −110−92.4% | Reduced |
| Bell Investment Advisors, Inc | 9 | $1.34K | 0.00% | +4+80.0% | Added |
| Private Trust Co NA | 10 | $1.49K | 0.00% | −4−28.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 10 | $1.49K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 11 | $1.64K | 0.00% | +11 | New |
| UMA Financial Services, Inc. | 11 | $1.64K | 0.00% | +4+57.1% | Added |
| IFP Advisors, Inc | 0 | $1.79K | 0.00% | −151−100.0% | Reduced |
| Horizon Investments, LLC | 14 | $2.09K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 15 | $2.24K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 16 | $2.39K | 0.00% | −14−46.7% | Reduced |
| Quaker Wealth Management, LLC | 20 | $2.98K | 0.00% | +20 | New |
| Riggs Asset Managment Co. Inc. | 21 | $3.13K | 0.00% | +21 | New |
| Larson Financial Group LLC | 23 | $3.43K | 0.00% | +14+155.6% | Added |
| Cherry Tree Wealth Management, LLC | 29 | $4.33K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 32 | $4.78K | 0.00% | +32 | New |
| Beacon Capital Management, LLC | 35 | $5.22K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 38 | $5.67K | 0.00% | −3−7.3% | Reduced |
| National Bank of Canada | 39 | $5.78K | 0.00% | −779−95.2% | Reduced |
| Park Square Financial Group, LLC | 41 | $6.12K | 0.00% | +41 | New |
| High Note Wealth, LLC | 44 | $6.57K | 0.00% | −4−8.3% | Reduced |
| SRS Capital Advisors, Inc. | 50 | $7.46K | 0.00% | +8+19.0% | Added |
| Manchester Capital Management LLC | 53 | $7.91K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 60 | $8.95K | 0.00% | +59+5,900.0% | Added |
| Bare Financial Services, Inc | 70 | $10.4K | 0.00% | +44+169.2% | Added |
| Clearstead Advisors, LLC | 81 | $12.1K | 0.00% | +81 | New |
| CIBC Private Wealth Group, LLC | 98 | $14.6K | 0.00% | +1+1.0% | Added |
| Rise Advisors, LLC | 109 | $16.3K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 110 | $16.4K | 0.00% | +110 | New |
| Westside Investment Management, Inc. | 130 | $19.8K | 0.00% | +130 | New |
| Pinnacle Bancorp, Inc. | 147 | $21.9K | 0.01% | −2−1.3% | Reduced |
| Smithfield Trust Co | 150 | $22.0K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 148 | $22.1K | 0.00% | −3,524−96.0% | Reduced |
| Key Financial Inc | 152 | $22.7K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 164 | $24.5K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 169 | $25.2K | 0.00% | +169 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 170 | $25.4K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 186 | $27.8K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 188 | $28.1K | 0.00% | +88+88.0% | Added |
| Federated Hermes, Inc. | 196 | $29.2K | 0.00% | −12,209−98.4% | Reduced |
| MAI Capital Management | 221 | $33.0K | 0.00% | +221 | New |
| Brown Brothers Harriman & Co | 265 | $39.5K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 265 | $39.5K | 0.00% | +168+173.2% | Added |
| Ci Investments Inc. | 277 | $41.0K | 0.00% | +119+75.3% | Added |
| Bartlett & Co. Wealth Management LLC | 275 | $41.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 291 | $43.4K | 0.01% | +153+110.9% | Added |
| Caitong International Asset Management Co., Ltd | 310 | $46.3K | 0.03% | −8,808−96.6% | Reduced |
| Financial Management Professionals, Inc. | 329 | $49.1K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 380 | $56.7K | 0.00% | +380 | New |
| First Horizon Advisors, Inc. | 381 | $56.8K | 0.00% | +164+75.6% | Added |
| Twin Peaks Wealth Advisors, LLC | 299 | $57.3K | 0.02% | +299 | New |
| Allworth Financial LP | 461 | $68.8K | 0.00% | +19+4.3% | Added |
| Nomura Asset Management Co Ltd | 490 | $73.1K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 500 | $74.6K | 0.00% | −500−50.0% | Reduced |
| Asset Planning,Inc | 500 | $74.6K | 0.06% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 515 | $76.8K | 0.02% | +515 | New |
| Harvest Fund Management Co., Ltd | 525 | $78.0K | 0.00% | −970−64.9% | Reduced |
| Danske Bank A/S | 570 | $85.0K | 0.00% | −19,056−97.1% | Reduced |
| Ronald Blue Trust, Inc. | 575 | $85.8K | 0.00% | −284−33.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 609 | $91.0K | 0.00% | +609 | New |
| Harbor Capital Advisors, Inc. | 647 | $97.0K | 0.00% | +22+3.5% | Added |
| Parkside Financial Bank & Trust | 688 | $102.7K | 0.01% | +302+78.2% | Added |
| CWM, LLC | 818 | $122.0K | 0.00% | +37+4.7% | Added |
| Walleye Trading LLC | 838 | $125.0K | 0.00% | +43+5.4% | Added |
| Covestor Ltd | 862 | $129.0K | 0.08% | +718+498.6% | Added |
| USA Financial Portformulas Corp | 883 | $131.8K | 0.02% | +421+91.1% | Added |
| MetLife Investment Management | 1,045 | $155.9K | 0.00% | −35,516−97.1% | Reduced |
| Vestor Capital, LLC | 1,000 | $161.0K | 0.02% | −245−19.7% | Reduced |
| Jones Financial Companies LLLP | 1,105 | $164.9K | 0.00% | +91+9.0% | Added |
| Farther Finance Advisors, LLC | 1,158 | $172.8K | 0.00% | +24+2.1% | Added |
| Principal Securities, Inc. | 1,195 | $178.3K | 0.00% | +846+242.4% | Added |
| OP Asset Management Ltd | 1,327 | $198.0K | 0.00% | +1,327 | New |
| FORA Capital, LLC | 1,397 | $208.4K | 0.02% | +1,397 | New |
| PEAK6 LLC | 1,398 | $208.6K | 0.01% | +1,398 | New |
| Macquarie Group Ltd | 1,398 | $208.6K | 0.00% | +1,398 | New |
| Anchor Capital Advisors LLC | 1,425 | $212.6K | 0.01% | +1,425 | New |
| Fidelis Capital Partners, LLC | 1,116 | $212.9K | 0.02% | +1,116 | New |
| Atomi Financial Group, Inc. | 1,438 | $214.6K | 0.01% | +1,438 | New |
| Atria Wealth Solutions, Inc. | 1,475 | $220.1K | 0.00% | +1,475 | New |
| Arete Wealth Advisors, LLC | 1,489 | $222.0K | 0.02% | −840−36.1% | Reduced |
| Archer Investment Corp | 1,495 | $223.1K | 0.05% | +70+4.9% | Added |
| Susquehanna Fundamental Investments, LLC | 1,500 | $223.8K | 0.01% | −13,900−90.3% | Reduced |