Mechanics Bancorp
MCHB- Exchange
- Nasdaq
- Industry
- State Commercial Banks
- SEC CIK
- 0001518715
No open-market purchases or sales by Mechanics Bancorp insiders were filed in the last 90 days; 142 institutions reported holding it in 13F filings for Q2 2026, worth $390.1M in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in Mechanics Bancorp 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
- 112
- +7 vs. Q3 2023
- Shares held
- 14.1M
- +190.6K (+1.4%) vs. Q3 2023
- Total value
- $144.8M
- +$36.8M (+34.0%) vs. Q3 2023
- New holders
- 28
- 45 more added
- Sold out
- 21
- 26 more reduced
1 institution 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 MCHB 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 | 142 | $390.1M |
| Q1 2026 | 132 | $406.5M |
| Q4 2025 | 131 | $436.3M |
| Q3 2025 | 111 | $250.1M |
| Q2 2025 | 96 | $191.6M |
| Q1 2025 | 110 | $173.1M |
| Q4 2024 | 108 | $172.9M |
| Q3 2024 | 104 | $229.5M |
| Q2 2024 | 101 | $162.1M |
| Q1 2024 | 96 | $208.5M |
| Q4 2023 | 112 | $144.8M |
| Q3 2023 | 106 | $110.0M |
| Q2 2023 | 110 | $85.7M |
| Q1 2023 | 137 | $280.0M |
| Q4 2022 | 152 | $442.2M |
| Q3 2022 | 160 | $454.3M |
| Q2 2022 | 168 | $564.0M |
| Q1 2022 | 165 | $785.0M |
| Q4 2021 | 171 | $904.7M |
| Q3 2021 | 160 | $722.8M |
| Q2 2021 | 156 | $733.7M |
| Q1 2021 | 156 | $786.9M |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Mechanics Bancorp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| State Street Corp | 416,961 | $4.29M | 0.00% | +42,951+11.5% | Added |
| AQR Capital Management LLC | 444,730 | $4.58M | 0.01% | +65,737+17.3% | Added |
| Jacobs Levy Equity Management, Inc | 458,012 | $4.72M | 0.02% | +22,913+5.3% | Added |
| Morgan Stanley | 474,071 | $4.88M | 0.00% | −57,052−10.7% | Reduced |
| Ameriprise Financial Inc | 531,969 | $5.48M | 0.00% | +39,158+7.9% | Added |
| Dimensional Fund Advisors LP | 543,588 | $5.60M | 0.00% | −19,043−3.4% | Reduced |
| LSV Asset Management | 582,587 | $6.00M | 0.01% | −184,221−24.0% | Reduced |
| Charles Schwab Investment Management Inc | 586,929 | $6.05M | 0.00% | +127,969+27.9% | Added |
| Hotchkis & Wiley Capital Management LLC | 693,440 | $7.14M | 0.03% | +57,920+9.1% | Added |
| Vanguard Group Inc | 976,964 | $10.1M | 0.00% | +30,774+3.3% | Added |
| BlackRock Inc. | 1,540,335 | $15.9M | 0.00% | +311,886+25.4% | Added |
| Fourthstone LLC | 1,865,896 | $19.2M | 3.89% | +256,276+15.9% | Added |
| Azora Capital LP | 0 | $0 | 0.00% | −323,955−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −201,045−100.0% | Sold out |
| Chapin Davis, Inc. | 0 | $0 | 0.00% | −92,033−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −72,619−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −32,827−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −19,095−100.0% | Sold out |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −18,738−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −14,939−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −14,027−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −13,980−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −13,142−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −10,847−100.0% | Sold out |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −10,722−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −10,437−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −9,081−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Great West Life Assurance Co | 0 | $0 | 0.00% | −1,184−100.0% | Sold out |
| Teachers Retirement System of the State of Kentucky | 0 | $0 | 0.00% | −633−100.0% | Sold out |
| Carmel Capital Partners, LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Farmers & Merchants Investments Inc | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Terrapin Asset Management, LLC | – | – | – | – | Not filed |