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, Q4 2023
Institutional positions in MasterBrand, Inc. as of Dec 31, 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
- 342
- +7 vs. Q3 2023
- Shares held
- 110.9M
- +211.2K (+0.2%) vs. Q3 2023
- Total value
- $1.65B
- +$301.8M (+22.4%) vs. Q3 2023
- New holders
- 40
- 82 more added
- Sold out
- 33
- 110 more reduced
3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding MasterBrand, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TSFG, LLC | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 1 | $15 | 0.00% | +1 | New |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $45 | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 8 | $119 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 9 | $134 | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 10 | $149 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 10 | $149 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 10 | $149 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 10 | $149 | 0.00% | +10 | New |
| Planning Capital Management Corp | 11 | $164 | 0.00% | +11 | New |
| Glassman Wealth Services | 14 | $208 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 16 | $238 | 0.00% | −15−48.4% | Reduced |
| Raffa Wealth Management, LLC | 18 | $267 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 18 | $268 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 20 | $297 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 21 | $312 | 0.00% | +21 | New |
| Bruce G. Allen Investments, LLC | 21 | $312 | 0.00% | +21 | New |
| Zions Bancorporation, N.A. | 22 | $327 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 23 | $342 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 25 | $372 | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 29 | $431 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 30 | $446 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 32 | $475 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 34 | $505 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 40 | $594 | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 45 | $668 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 45 | $669 | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 62 | $921 | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 63 | $936 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 85 | $1.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 80 | $1.19K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 81 | $1.20K | 0.00% | +81 | New |
| Brown Brothers Harriman & Co | 83 | $1.23K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 84 | $1.25K | 0.00% | −38−31.1% | Reduced |
| Planned Solutions, Inc. | 85 | $1.26K | 0.00% | +85 | New |
| Salomon & Ludwin, LLC | 108 | $1.31K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 90 | $1.34K | 0.00% | +90 | New |
| Private Wealth Management Group, LLC | 90 | $1.34K | 0.00% | +90 | New |
| North Star Investment Management Corp. | 100 | $1.49K | 0.00% | −9−8.3% | Reduced |
| Assetmark, Inc | 100 | $1.49K | 0.00% | +100 | New |
| CVA Family Office, LLC | 100 | $1.49K | 0.00% | +100 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 106 | $1.57K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 112 | $1.66K | 0.00% | +112 | New |
| SOA Wealth Advisors, LLC. | 113 | $1.68K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 123 | $1.83K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 134 | $1.99K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 149 | $2.00K | 0.00% | +35+30.7% | Added |
| Colonial Trust Co | 150 | $2.23K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 155 | $2.30K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 160 | $2.38K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 162 | $2.41K | 0.00% | −6−3.6% | Reduced |
| Private Trust Co NA | 174 | $2.58K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 178 | $2.64K | 0.00% | +178 | New |
| Larson Financial Group LLC | 183 | $2.72K | 0.00% | −48−20.8% | Reduced |
| Washington Trust Co | 200 | $2.97K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 200 | $2.97K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 200 | $2.97K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 200 | $2.97K | 0.00% | +200 | New |
| Allspring Global Investments Holdings, LLC | 207 | $3.07K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 210 | $3.12K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 250 | $3.71K | 0.00% | +250 | New |
| Farmers & Merchants Investments Inc | 255 | $3.79K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 256 | $3.80K | 0.00% | +75+41.4% | Added |
| Group One Trading, L.P. | 256 | $3.80K | 0.00% | +100+64.1% | Added |
| Allworth Financial LP | 284 | $4.22K | 0.00% | −42−12.9% | Reduced |
| Parkside Financial Bank & Trust | 289 | $4.29K | 0.00% | −58−16.7% | Reduced |
| Bell Investment Advisors, Inc | 290 | $4.31K | 0.00% | −42−12.7% | Reduced |
| Bellevue Asset Management, LLC | 300 | $4.46K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 306 | $4.54K | 0.00% | −55−15.2% | Reduced |
| Hantz Financial Services, Inc. | 353 | $5.00K | 0.00% | −40−10.2% | Reduced |
| Pacific Center for Financial Services | 375 | $5.57K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 375 | $5.57K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 394 | $5.85K | 0.00% | −226−36.5% | Reduced |
| Duncker Streett & Co Inc | 400 | $5.94K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 400 | $5.94K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 400 | $5.94K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 410 | $6.09K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 450 | $6.68K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 450 | $6.68K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 460 | $6.83K | 0.00% | −109−19.2% | Reduced |
| Community Bank, N.A. | 480 | $7.13K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 484 | $7.19K | 0.00% | +484 | New |
| Addison Advisors LLC | 496 | $7.37K | 0.00% | −19−3.7% | Reduced |
| Bokf, NA | 501 | $7.44K | 0.00% | +129+34.7% | Added |
| Advisory Services Network, LLC | 522 | $7.75K | 0.00% | +522 | New |
| FinTrust Capital Advisors, LLC | 543 | $8.06K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 544 | $8.08K | 0.00% | +544 | New |
| Signaturefd, LLC | 549 | $8.15K | 0.00% | −77−12.3% | Reduced |
| Pinnacle Bancorp, Inc. | 600 | $8.91K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 600 | $8.91K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 638 | $9.11K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 630 | $9.36K | 0.00% | +301+91.5% | Added |
| Ronald Blue Trust, Inc. | 813 | $10.0K | 0.00% | +24+3.0% | Added |
| MCF Advisors LLC | 692 | $10.3K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 701 | $10.4K | 0.00% | −14−2.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 708 | $10.5K | 0.00% | −84−10.6% | Reduced |
| Umb Bank N A | 708 | $10.5K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 715 | $10.6K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 716 | $10.6K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 751 | $11.2K | 0.00% | +751 | New |