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 |
|---|---|---|---|---|---|
| Burkett Financial Services, LLC | 200 | $3.71K | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 200 | $3.71K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 191 | $3.54K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 178 | $3.30K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 177 | $3.28K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 160 | $2.97K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 156 | $2.89K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 155 | $2.87K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 153 | $2.84K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 150 | $2.78K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 139 | $2.58K | 0.00% | +139 | New |
| Plante Moran Financial Advisors, LLC | 134 | $2.48K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 132 | $2.45K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 124 | $2.29K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 123 | $2.28K | 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 |
| Salomon & Ludwin, LLC | 108 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 114 | $2.00K | 0.00% | −3−2.6% | Reduced |
| Capital Advisors, Ltd. LLC | 85 | $2.00K | 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 |
| Fortitude Family Office, LLC | 90 | $1.67K | 0.00% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 85 | $1.58K | 0.00% | +85 | New |
| Brown Brothers Harriman & Co | 83 | $1.54K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 80 | $1.48K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 63 | $1.17K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 62 | $1.15K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 59 | $1.09K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 57 | $1.06K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 50 | $927 | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 49 | $908 | 0.00% | +49 | New |
| JFS Wealth Advisors, LLC | 47 | $872 | 0.00% | +2+4.4% | Added |
| Lindbrook Capital, LLC | 47 | $871 | 0.00% | +31+193.8% | Added |
| First Command Advisory Services, Inc. | 47 | $871 | 0.00% | +47 | New |
| Heritage Wealth Advisors | 45 | $834 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 44 | $816 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 41 | $760 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 39 | $723 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 37 | $686 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 35 | $649 | 0.00% | +21+150.0% | Added |
| Bryn Mawr Trust Co | 31 | $575 | 0.00% | +31 | New |
| Glen Eagle Advisors, LLC | 30 | $556 | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 29 | $538 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 25 | $464 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 23 | $427 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 19 | $353 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 18 | $334 | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 15 | $278 | 0.00% | +15 | New |
| Mendota Financial Group, LLC | 13 | $242 | 0.00% | +13 | New |
| Abound Wealth Management | 12 | $223 | 0.00% | −9−42.9% | Reduced |
| Global Financial Private Client, LLC | 10 | $185 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 9 | $167 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 6 | $111 | 0.00% | +6 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3 | $55 | 0.00% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 2 | $37 | 0.00% | +2 | New |
| Davis Selected Advisers | 0 | $0 | 0.00% | −823,506−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −303,245−100.0% | Sold out |
| Phocas Financial Corp. | 0 | $0 | 0.00% | −220,696−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −164,402−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −150,636−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −108,911−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −106,438−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −105,421−100.0% | Sold out |
| SG Capital Management LLC | 0 | $0 | 0.00% | −105,000−100.0% | Sold out |
| Factorial Partners, LLC | 0 | $0 | 0.00% | −93,400−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −90,951−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −61,207−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −49,586−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −48,895−100.0% | Sold out |
| UniSuper Management Pty Ltd | 0 | $0 | 0.00% | −31,137−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −30,614−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −29,296−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −23,700−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −23,300−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −20,135−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −19,468−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −15,520−100.0% | Sold out |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −14,837−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −13,748−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −12,800−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −10,141−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −5,100−100.0% | Sold out |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −1,804−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −1,530−100.0% | Sold out |
| Tyler-Stone Wealth Management | 0 | $0 | 0.00% | −716−100.0% | Sold out |
| Matrix Trust Co | 0 | $0 | 0.00% | −634−100.0% | Sold out |
| Family Firm, Inc. | 0 | $0 | 0.00% | −477−100.0% | Sold out |
| Gleason Group, Inc. | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Fairway Wealth LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Financial Network Wealth Advisors LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Planning Capital Management Corp | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Sugarloaf Wealth Management, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |
| ICA Group Wealth Management, LLC | – | – | – | – | Not filed |