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, Q3 2024
Institutional positions in MasterBrand, Inc. as of Sep 30, 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
- 356
- +6 vs. Q2 2024
- Shares held
- 115.3M
- +20.3M (+21.4%) vs. Q2 2024
- Total value
- $2.14B
- +$742.2M (+53.2%) vs. Q2 2024
- New holders
- 45
- 104 more added
- Sold out
- 39
- 100 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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, Q3 2024
Shares, value and share of portfolio for each institution holding MasterBrand, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Reuter James Wealth Management, LLC | 2 | $37 | 0.00% | +2 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3 | $55 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 6 | $111 | 0.00% | +6 | New |
| West Paces Advisors Inc. | 9 | $167 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 10 | $185 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 12 | $223 | 0.00% | −9−42.9% | Reduced |
| Mendota Financial Group, LLC | 13 | $242 | 0.00% | +13 | New |
| Pflug Koory, LLC | 15 | $278 | 0.00% | +15 | New |
| Raffa Wealth Management, LLC | 18 | $334 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 19 | $353 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 23 | $427 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 25 | $464 | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 29 | $538 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 30 | $556 | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 31 | $575 | 0.00% | +31 | New |
| Manchester Capital Management LLC | 35 | $649 | 0.00% | +21+150.0% | Added |
| Creekmur Asset Management LLC | 37 | $686 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 39 | $723 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 41 | $760 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 44 | $816 | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 45 | $834 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 47 | $871 | 0.00% | +31+193.8% | Added |
| First Command Advisory Services, Inc. | 47 | $871 | 0.00% | +47 | New |
| JFS Wealth Advisors, LLC | 47 | $872 | 0.00% | +2+4.4% | Added |
| Capital Performance Advisors LLP | 49 | $908 | 0.00% | +49 | New |
| Independence Bank of Kentucky | 50 | $927 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 57 | $1.06K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 59 | $1.09K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 62 | $1.15K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 63 | $1.17K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 80 | $1.48K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 83 | $1.54K | 0.00% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 85 | $1.58K | 0.00% | +85 | New |
| Fortitude Family Office, LLC | 90 | $1.67K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 100 | $1.85K | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 100 | $1.85K | 0.00% | +100 | New |
| Bessemer Group Inc | 114 | $2.00K | 0.00% | −3−2.6% | Reduced |
| Capital Advisors, Ltd. LLC | 85 | $2.00K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 108 | $2.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 113 | $2.10K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 113 | $2.10K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 123 | $2.28K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 124 | $2.29K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 132 | $2.45K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 134 | $2.48K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 139 | $2.58K | 0.00% | +139 | New |
| Colonial Trust Co | 150 | $2.78K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 153 | $2.84K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 155 | $2.87K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 156 | $2.89K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 160 | $2.97K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 177 | $3.28K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 178 | $3.30K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 191 | $3.54K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 200 | $3.71K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 200 | $3.71K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 200 | $3.71K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 200 | $3.71K | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 200 | $3.71K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 210 | $3.89K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 234 | $4.00K | 0.00% | +234 | New |
| Bell Investment Advisors, Inc | 290 | $5.38K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 297 | $5.51K | 0.00% | +39+15.1% | Added |
| Bellevue Asset Management, LLC | 300 | $5.56K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 309 | $5.73K | 0.00% | −19−5.8% | Reduced |
| Hantz Financial Services, Inc. | 300 | $6.00K | 0.00% | −4−1.3% | Reduced |
| Harbor Capital Advisors, Inc. | 318 | $6.00K | 0.00% | +318 | New |
| Allworth Financial LP | 342 | $6.34K | 0.00% | +34+11.0% | Added |
| Parkside Financial Bank & Trust | 349 | $6.47K | 0.00% | +36+11.5% | Added |
| Bray Capital Advisors | 375 | $6.95K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 385 | $7.14K | 0.00% | −10−2.5% | Reduced |
| Westside Investment Management, Inc. | 400 | $7.42K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 400 | $7.42K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 400 | $7.42K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 480 | $8.89K | 0.00% | 00.0% | Unchanged |
| Motco | 500 | $9.27K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 511 | $9.47K | 0.00% | −118−18.8% | Reduced |
| IFP Advisors, Inc | 512 | $9.49K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 518 | $9.60K | 0.00% | +500+2,777.8% | Added |
| Jaffetilchin Investment Partners, LLC | 520 | $9.64K | 0.00% | +520 | New |
| Umb Bank N A | 525 | $9.73K | 0.00% | +142+37.1% | Added |
| Montag A & Associates Inc | 529 | $9.81K | 0.00% | −529−50.0% | Reduced |
| Crewe Advisors LLC | 534 | $9.90K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 561 | $10.4K | 0.00% | +34+6.5% | Added |
| Gen-Wealth Partners Inc | 588 | $10.7K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 600 | $11.1K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 600 | $11.1K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 621 | $11.5K | 0.00% | +36+6.2% | Added |
| Signaturefd, LLC | 635 | $11.8K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 653 | $12.1K | 0.00% | +254+63.7% | Added |
| Jones Financial Companies LLLP | 685 | $12.6K | 0.00% | +599+696.5% | Added |
| MCF Advisors LLC | 692 | $12.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 701 | $13.0K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 715 | $13.3K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 837 | $15.5K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 840 | $15.6K | 0.01% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 840 | $15.6K | 0.00% | +840 | New |
| Sandy Spring Bank | 844 | $15.6K | 0.00% | −150−15.1% | Reduced |
| Venturi Wealth Management, LLC | 845 | $15.7K | 0.00% | +764+943.2% | Added |
| Rothschild Investment LLC | 856 | $15.9K | 0.00% | +25+3.0% | Added |