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, Q1 2024
Institutional positions in MasterBrand, Inc. as of Mar 31, 2024. 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
- 341
- +1 vs. Q4 2023
- Shares held
- 117.2M
- +6.31M (+5.7%) vs. Q4 2023
- Total value
- $2.19B
- +$547.7M (+33.3%) vs. Q4 2023
- New holders
- 47
- 82 more added
- Sold out
- 46
- 112 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding MasterBrand, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sugarloaf Wealth Management, LLC | 8 | $150 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 9 | $169 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 10 | $184 | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 10 | $187 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 10 | $188 | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 11 | $207 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 16 | $300 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 18 | $337 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 18 | $338 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 20 | $375 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 21 | $394 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 21 | $394 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 22 | $412 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 23 | $431 | 0.00% | −160−87.4% | Reduced |
| Trifecta Capital Advisors, LLC | 23 | $432 | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 29 | $543 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 30 | $562 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 34 | $637 | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 45 | $843 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 45 | $844 | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 50 | $937 | 0.00% | +50 | New |
| Hexagon Capital Partners LLC | 58 | $1.09K | 0.00% | +58 | New |
| Red Tortoise LLC | 62 | $1.16K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 63 | $1.18K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 80 | $1.50K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 81 | $1.52K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 83 | $1.55K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 112 | $1.66K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 90 | $1.69K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 90 | $1.69K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 100 | $1.87K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 100 | $1.87K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 106 | $1.99K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 114 | $2.00K | 0.00% | −35−23.5% | Reduced |
| Capital Advisors, Ltd. LLC | 85 | $2.00K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 108 | $2.02K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 113 | $2.12K | 0.00% | −193−63.1% | Reduced |
| SOA Wealth Advisors, LLC. | 113 | $2.12K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 123 | $2.31K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 124 | $2.32K | 0.00% | +124 | New |
| Armstrong Advisory Group, Inc | 160 | $2.38K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 134 | $2.51K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 150 | $2.81K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 153 | $2.87K | 0.00% | −9−5.6% | Reduced |
| AllSquare Wealth Management LLC | 155 | $2.90K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 168 | $3.17K | 0.00% | +168 | New |
| Private Trust Co NA | 174 | $3.26K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 178 | $3.34K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 210 | $3.59K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 197 | $3.69K | 0.00% | −197−50.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 199 | $3.73K | 0.00% | +199 | New |
| Caldwell Trust Co | 200 | $3.75K | 0.00% | −700−77.8% | Reduced |
| Washington Trust Co | 200 | $3.75K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 200 | $3.75K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 200 | $3.75K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 200 | $3.75K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 220 | $4.04K | 0.00% | −36−14.1% | Reduced |
| Farmers & Merchants Investments Inc | 255 | $4.78K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 264 | $4.95K | 0.00% | +264 | New |
| Allworth Financial LP | 284 | $5.32K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 300 | $5.62K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 313 | $5.87K | 0.00% | +24+8.3% | Added |
| Hantz Financial Services, Inc. | 325 | $6.00K | 0.00% | −28−7.9% | Reduced |
| Umb Bank N A | 358 | $6.71K | 0.00% | −350−49.4% | Reduced |
| Bell Investment Advisors, Inc | 360 | $6.75K | 0.00% | +70+24.1% | Added |
| Bokf, NA | 372 | $6.84K | 0.00% | −129−25.7% | Reduced |
| Bray Capital Advisors | 375 | $7.03K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 375 | $7.03K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 400 | $7.50K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 400 | $7.50K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 400 | $7.50K | 0.00% | +400 | New |
| Gleason Group, Inc. | 450 | $8.43K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 480 | $8.99K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 500 | $9.37K | 0.00% | +500 | New |
| Crewe Advisors LLC | 534 | $10.0K | 0.00% | −600−52.9% | Reduced |
| Parallel Advisors, LLC | 540 | $10.1K | 0.00% | +80+17.4% | Added |
| ICA Group Wealth Management, LLC | 544 | $10.2K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 580 | $10.9K | 0.00% | +84+16.9% | Added |
| Gen-Wealth Partners Inc | 588 | $11.0K | 0.01% | +588 | New |
| Pflug Koory, LLC | 598 | $11.2K | 0.01% | −2,028−77.2% | Reduced |
| Pinnacle Bancorp, Inc. | 600 | $11.2K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 600 | $11.2K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 638 | $11.5K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 701 | $11.7K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 692 | $13.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 704 | $13.2K | 0.00% | +155+28.2% | Added |
| Northwestern Mutual Wealth Management Co | 708 | $13.3K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 715 | $13.4K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 716 | $13.4K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 737 | $13.8K | 0.00% | +107+17.0% | Added |
| FinTrust Capital Advisors, LLC | 743 | $13.9K | 0.00% | +200+36.8% | Added |
| Rothschild Investment LLC | 766 | $14.4K | 0.00% | +15+2.0% | Added |
| MeadowBrook Investment Advisors LLC | 840 | $15.7K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 879 | $16.0K | 0.00% | −181−17.1% | Reduced |
| National Bank of Canada | 956 | $16.1K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 886 | $16.6K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 965 | $18.1K | 0.00% | +29+3.1% | Added |
| Harbour Investments, Inc. | 1,005 | $18.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,034 | $19.4K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,058 | $19.8K | 0.00% | 00.0% | Unchanged |