MasterBrand, Inc.
MBC- Exchange
- NYSE
- Industry
- Wood Household Furniture, (No Upholstered)
- SEC CIK
- 0001941365
In the last 90 days, MasterBrand, Inc. insiders filed 0 open-market purchases and 2 sales; 348 institutions reported holding it in 13F filings for Q2 2026, worth $2.28B in total; no superinvestor holds it.
13F holders, Q2 2023
Institutional positions in MasterBrand, Inc. as of Jun 30, 2023. 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
- 351
- −2 vs. Q1 2023
- Shares held
- 112.5M
- −2.52M (−2.2%) vs. Q1 2023
- Total value
- $1.31B
- +$382.2M (+41.4%) vs. Q1 2023
- New holders
- 53
- 90 more added
- Sold out
- 55
- 113 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MBC 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 | 348 | $2.28B |
| Q1 2026 | 335 | $1.29B |
| Q4 2025 | 331 | $1.62B |
| Q3 2025 | 337 | $1.76B |
| Q2 2025 | 325 | $1.31B |
| Q1 2025 | 342 | $1.59B |
| Q4 2024 | 363 | $1.68B |
| Q3 2024 | 356 | $2.14B |
| Q2 2024 | 353 | $1.69B |
| Q1 2024 | 341 | $2.19B |
| Q4 2023 | 342 | $1.65B |
| Q3 2023 | 338 | $1.35B |
| Q2 2023 | 351 | $1.31B |
| Q1 2023 | 355 | $924.2M |
| Q4 2022 | 388 | $828.0M |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding MasterBrand, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TSFG, LLC | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $35 | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 8 | $93 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 9 | $105 | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 10 | $116 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 10 | $116 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 10 | $117 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 14 | $163 | 0.00% | −113−89.0% | Reduced |
| Disciplined Investments, LLC | 16 | $186 | 0.00% | −7−30.4% | Reduced |
| Raffa Wealth Management, LLC | 18 | $209 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 18 | $210 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 20 | $233 | 0.00% | −4−16.7% | Reduced |
| BerganKDV Wealth Management, LLC | 21 | $245 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 22 | $256 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 23 | $268 | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 29 | $337 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 30 | $349 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 31 | $361 | 0.00% | −258−89.3% | Reduced |
| Baystate Wealth Management LLC | 32 | $372 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 34 | $395 | 0.00% | +4+13.3% | Added |
| Truvestments Capital LLC | 40 | $465 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 43 | $501 | 0.00% | +43 | New |
| Heritage Wealth Advisors | 45 | $523 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 45 | $524 | 0.00% | −32−41.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 47 | $546 | 0.00% | −360−88.5% | Reduced |
| Sutton Wealth Advisors Inc. | 47 | $547 | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 62 | $721 | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 63 | $733 | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 80 | $930 | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 81 | $943 | 0.00% | +81 | New |
| Brown Brothers Harriman & Co | 83 | $965 | 0.00% | −6−6.7% | Reduced |
| Capital Advisors, Ltd. LLC | 85 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 114 | $1.00K | 0.00% | +114 | New |
| Wolff Wiese Magana LLC | 100 | $1.16K | 0.00% | −66−39.8% | Reduced |
| CVA Family Office, LLC | 100 | $1.16K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 109 | $1.27K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 110 | $1.28K | 0.00% | +44+66.7% | Added |
| SOA Wealth Advisors, LLC. | 113 | $1.31K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 122 | $1.42K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 123 | $1.43K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 134 | $1.56K | 0.00% | −1,888−93.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 134 | $1.56K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 155 | $1.61K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 139 | $1.62K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 150 | $1.75K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 160 | $1.86K | 0.00% | +160 | New |
| Massmutual Trust Co FSB | 162 | $1.88K | 0.00% | −91−36.0% | Reduced |
| Private Trust Co NA | 174 | $2.02K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 179 | $2.08K | 0.00% | −4−2.2% | Reduced |
| Anchor Investment Management, LLC | 200 | $2.33K | 0.00% | −125−38.5% | Reduced |
| Washington Trust Co | 200 | $2.33K | 0.00% | −100−33.3% | Reduced |
| Gables Capital Management Inc. | 200 | $2.33K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 231 | $2.69K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 255 | $2.97K | 0.00% | −15−5.6% | Reduced |
| Farmers & Merchants Investments Inc | 255 | $2.97K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 273 | $3.17K | 0.00% | −103−27.4% | Reduced |
| Allworth Financial LP | 284 | $3.30K | 0.00% | −199−41.2% | Reduced |
| Deseret Mutual Benefit Administrators | 304 | $3.54K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 329 | $3.83K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 335 | $3.90K | 0.00% | +335 | New |
| Intrepid Capital Management Inc | 348 | $4.05K | 0.00% | +348 | New |
| FinTrust Capital Advisors, LLC | 543 | $4.10K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 355 | $4.13K | 0.00% | −20−5.3% | Reduced |
| Bokf, NA | 361 | $4.20K | 0.00% | −240−39.9% | Reduced |
| Proequities, Inc. | 361 | $4.20K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 375 | $4.36K | 0.00% | −375−50.0% | Reduced |
| Pacific Center for Financial Services | 375 | $4.36K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 385 | $4.48K | 0.00% | −25−6.1% | Reduced |
| Duncker Streett & Co Inc | 400 | $4.65K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 400 | $4.65K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 400 | $4.65K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 400 | $4.65K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 415 | $4.83K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 437 | $5.00K | 0.00% | −23−5.0% | Reduced |
| Toronto Dominion Bank | 410 | $5.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 439 | $5.00K | 0.00% | +439 | New |
| IFP Advisors, Inc | 507 | $5.07K | 0.00% | +13+2.6% | Added |
| Gleason Group, Inc. | 450 | $5.23K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 480 | $5.58K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 489 | $5.69K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 794 | $6.00K | 0.00% | −225−22.1% | Reduced |
| Safeguard Financial, LLC | 550 | $6.00K | 0.00% | +550 | New |
| Storebrand Asset Management AS | 552 | $6.42K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 559 | $6.50K | 0.00% | −153−21.5% | Reduced |
| Pinnacle Bancorp, Inc. | 600 | $6.98K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 626 | $7.28K | 0.00% | −41−6.1% | Reduced |
| TD Waterhouse Canada Inc. | 643 | $7.46K | 0.00% | +634+7,044.4% | Added |
| MCF Advisors LLC | 692 | $8.05K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 715 | $8.31K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 747 | $8.69K | 0.00% | −206−21.6% | Reduced |
| Bellevue Asset Management, LLC | 750 | $8.72K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 766 | $9.00K | 0.01% | +766 | New |
| Roffman Miller Associates Inc | 790 | $9.19K | 0.00% | +790 | New |
| Gradient Investments LLC | 831 | $9.67K | 0.00% | +14+1.7% | Added |
| EverSource Wealth Advisors, LLC | 850 | $9.89K | 0.00% | +837+6,438.5% | Added |
| Trivant Custom Portfolio Group, LLC | 886 | $10.3K | 0.01% | −900−50.4% | Reduced |
| Caldwell Trust Co | 900 | $10.5K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 954 | $11.1K | 0.00% | −27−2.8% | Reduced |
| National Bank of Canada | 956 | $11.1K | 0.00% | +404+73.2% | Added |
| Fifth Third Bancorp | 974 | $11.3K | 0.00% | −536−35.5% | Reduced |