Monster Beverage Corp
MNST- Exchange
- Nasdaq
- Industry
- Bottled & Canned Soft Drinks & Carbonated Waters
- SEC CIK
- 0000865752
No open-market purchases or sales by Monster Beverage Corp insiders were filed in the last 90 days; 1,372 institutions reported holding it in 13F filings for Q2 2026, worth $63.0B in total; Maverick Capital is the only superinvestor holding it.
13F holders, Q4 2023
Institutional positions in Monster Beverage Corp 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
- 965
- +74 vs. Q3 2023
- Shares held
- 671.2M
- −4.26M (−0.6%) vs. Q3 2023
- Total value
- $38.7B
- +$2.89B (+8.1%) vs. Q3 2023
- New holders
- 151
- 352 more added
- Sold out
- 77
- 329 more reduced
12 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 MNST 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 | 1,372 | $63.0B |
| Q1 2026 | 1,242 | $48.2B |
| Q4 2025 | 1,229 | $50.6B |
| Q3 2025 | 1,097 | $42.5B |
| Q2 2025 | 1,080 | $40.1B |
| Q1 2025 | 989 | $36.9B |
| Q4 2024 | 962 | $33.4B |
| Q3 2024 | 914 | $32.9B |
| Q2 2024 | 930 | $31.8B |
| Q1 2024 | 995 | $40.2B |
| Q4 2023 | 965 | $38.7B |
| Q3 2023 | 903 | $35.8B |
| Q2 2023 | 894 | $39.4B |
| Q1 2023 | 858 | $36.7B |
| Q4 2022 | 826 | $34.5B |
| Q3 2022 | 742 | $30.5B |
| Q2 2022 | 773 | $32.1B |
| Q1 2022 | 745 | $27.0B |
| Q4 2021 | 762 | $32.3B |
| Q3 2021 | 714 | $30.1B |
| Q2 2021 | 728 | $30.9B |
| Q1 2021 | 727 | $30.8B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Monster Beverage Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sachetta, LLC | 224 | $12.9K | 0.01% | +224 | New |
| Atlantic Edge Private Wealth Management, LLC | 240 | $13.8K | 0.01% | +240 | New |
| Colonial Trust Co | 243 | $13.9K | 0.00% | +21+9.5% | Added |
| Rise Advisors, LLC | 249 | $14.3K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 258 | $14.9K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 261 | $15.0K | 0.00% | −28,546−99.1% | Reduced |
| Tyler-Stone Wealth Management | 264 | $15.2K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 267 | $15.4K | 0.01% | +267 | New |
| Partnership Wealth Management, LLC | 280 | $15.4K | 0.01% | +280 | New |
| GW&K Investment Management, LLC | 276 | $16.0K | 0.00% | +4+1.5% | Added |
| FSA Wealth Management LLC | 282 | $16.0K | 0.01% | +282 | New |
| HM Payson & Co | 292 | $16.8K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 289 | $17.0K | 0.00% | +143+97.9% | Added |
| Bourgeon Capital Management LLC | 300 | $17.3K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 300 | $17.3K | 0.02% | +300 | New |
| Rosenberg Matthew Hamilton | 312 | $18.0K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 312 | $18.0K | 0.01% | −86−21.6% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 320 | $18.4K | 0.01% | +320 | New |
| Johnson Financial Group, Inc. | 320 | $18.4K | 0.00% | −158−33.1% | Reduced |
| PSI Advisors, LLC | 332 | $19.1K | 0.01% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 357 | $20.6K | 0.00% | +357 | New |
| Hazlett, Burt & Watson, Inc. | 354 | $21.0K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 360 | $21.0K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 384 | $22.1K | 0.01% | +384 | New |
| Compass Wealth Management LLC | 406 | $23.4K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 438 | $25.2K | 0.01% | −86−16.4% | Reduced |
| Washington Trust Co | 446 | $25.7K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 476 | $27.4K | 0.01% | +476 | New |
| MV Capital Management, Inc. | 489 | $28.2K | 0.00% | +58+13.5% | Added |
| Peoples Bank | 500 | $28.8K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 506 | $29.2K | 0.00% | +396+360.0% | Added |
| Greenwood Gearhart Inc | 528 | $30.4K | 0.00% | +528 | New |
| Pinnacle Bancorp, Inc. | 540 | $31.1K | 0.01% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 555 | $32.0K | 0.00% | +555 | New |
| Harbour Investments, Inc. | 571 | $32.9K | 0.00% | +27+5.0% | Added |
| Benjamin Edwards Inc | 565 | $33.0K | 0.01% | +63+12.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 584 | $33.6K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 585 | $33.7K | 0.01% | −45−7.1% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 591 | $34.0K | 0.02% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 625 | $36.0K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 638 | $36.8K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 740 | $42.6K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 761 | $43.0K | 0.01% | −710−48.3% | Reduced |
| Bank of New Hampshire | 758 | $43.7K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 789 | $45.5K | 0.00% | +3+0.4% | Added |
| Leonteq Securities AG | 891 | $51.3K | 0.01% | +516+137.6% | Added |
| Point72 Europe (London) LLP | 897 | $51.7K | 0.01% | +897 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 940 | $54.2K | 0.02% | +940 | New |
| Arrow Financial Corp | 950 | $54.7K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 976 | $55.0K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 1,000 | $55.3K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 970 | $55.7K | 0.01% | +970 | New |
| Catalyst Capital Advisors LLC | 984 | $56.7K | 0.00% | +210+27.1% | Added |
| Bartlett & Co. LLC | 1,000 | $57.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,000 | $57.4K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 1,012 | $58.3K | 0.02% | +46+4.8% | Added |
| Whittier Trust Co | 1,162 | $66.9K | 0.00% | −126−9.8% | Reduced |
| Front Row Advisors LLC | 1,170 | $67.4K | 0.03% | −270−18.8% | Reduced |
| Quent Capital, LLC | 1,180 | $68.0K | 0.01% | +342+40.8% | Added |
| Key Financial Inc | 1,214 | $69.9K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,217 | $70.1K | 0.01% | 00.0% | Unchanged |
| AXS Investments LLC | 1,231 | $70.9K | 0.02% | −150−10.9% | Reduced |
| Sound Income Strategies, LLC | 1,241 | $71.5K | 0.01% | +23+1.9% | Added |
| Huntington National Bank | 1,261 | $72.6K | 0.00% | −383−23.3% | Reduced |
| South State Corp. | 1,300 | $74.9K | 0.01% | −42−3.1% | Reduced |
| Rothschild Investment LLC | 1,409 | $81.2K | 0.01% | +1,409 | New |
| Ci Investments Inc. | 1,417 | $82.0K | 0.00% | −60−4.1% | Reduced |
| Annapolis Financial Services, LLC | 1,542 | $88.8K | 0.02% | +1,128+272.5% | Added |
| Capital Analysts, LLC | 1,546 | $89.0K | 0.00% | −358−18.8% | Reduced |
| Lazard Asset Management LLC | 1,564 | $89.0K | 0.00% | +9+0.6% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 1,542 | $89.0K | 0.04% | +1,486+2,653.6% | Added |
| EverSource Wealth Advisors, LLC | 1,564 | $90.1K | 0.01% | −95−5.7% | Reduced |
| CVA Family Office, LLC | 1,615 | $93.0K | 0.02% | +1,615 | New |
| First Command Advisory Services, Inc. | 1,636 | $94.3K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,643 | $94.7K | 0.00% | +230+16.3% | Added |
| First Foundation Advisors | 1,670 | $96.2K | 0.00% | +1,670 | New |
| Allworth Financial LP | 1,694 | $97.6K | 0.00% | +521+44.4% | Added |
| Plato Investment Management Ltd | 1,761 | $101.5K | 0.12% | +1,761 | New |
| Western Pacific Wealth Management, LP | 1,779 | $102.5K | 0.07% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,809 | $104.2K | 0.03% | +522+40.6% | Added |
| Central Bank & Trust Co | 1,882 | $108.4K | 0.02% | −712−27.4% | Reduced |
| Parkside Financial Bank & Trust | 1,886 | $108.7K | 0.02% | −256−12.0% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,908 | $109.9K | 0.00% | −996−34.3% | Reduced |
| Glassman Wealth Services | 1,959 | $112.9K | 0.02% | −10−0.5% | Reduced |
| Proequities, Inc. | 2,051 | $118.2K | 0.01% | +289+16.4% | Added |
| China Universal Asset Management Co., Ltd. | 2,071 | $119.3K | 0.02% | −1,832−46.9% | Reduced |
| Independence Bank of Kentucky | 2,124 | $122.4K | 0.04% | 00.0% | Unchanged |
| Alta Advisers Ltd | 2,200 | $126.7K | 0.07% | 00.0% | Unchanged |
| General Partner, Inc. | 2,420 | $139.4K | 0.12% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 2,466 | $142.1K | 0.01% | 00.0% | Unchanged |
| AJOVista, LLC | 2,467 | $142.1K | 0.18% | +2,467 | New |
| Farther Finance Advisors, LLC | 2,509 | $144.5K | 0.01% | +1,821+264.7% | Added |
| Lindbrook Capital, LLC | 2,608 | $150.2K | 0.02% | +1,186+83.4% | Added |
| American National Bank | 2,765 | $159.3K | 0.03% | −140−4.8% | Reduced |
| Acadian Asset Management LLC | 2,808 | $161.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 3,106 | $178.9K | 0.02% | −7−0.2% | Reduced |
| Umb Bank N A | 3,152 | $181.6K | 0.00% | −370−10.5% | Reduced |
| Ronald Blue Trust, Inc. | 3,519 | $187.0K | 0.00% | +51+1.5% | Added |
| AlphaCentric Advisors LLC | 3,295 | $189.8K | 0.13% | −488−12.9% | Reduced |
| V-Square Quantitative Management LLC | 3,318 | $191.2K | 0.05% | 00.0% | Unchanged |