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Security record · archived quarter

MSIF

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025
30Tracked holders
+4Δ holders
3.31MShares held
$43.53MReported value
+4New positions
−0Exits
Strongly Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +15.4% · share flow +30.0% · net new positions +13.3% — formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 36 +5 5.17M $59.79M +6 −1
Q1 2026 32 +2 4.79M $58.34M +8 −6
Q4 2025 30 +4 3.31M $43.53M +4 —
Q3 2025 4 +1 688.81K $9.04M +2 −1
Q2 2025 2 0 411.98K $6.77M — —
Q1 2025 1 +1 313.58K $5.17M +1 —
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Millennium Management ✦ 452.23K +229.1% $5.94M 0.0% ▲ Add 2 SEC ↗
2 Franklin Resources Inc 417.67K — $5.49M 0.0% n/c 1 SEC ↗
3 Marshall Wace ✦ 354.35K +67.9% $4.66M 0.0% ▲ Add 2 SEC ↗ ×2
4 Two Sigma Investments ✦ 341.55K New $4.49M 0.0% New 1 SEC ↗
5 BlackRock ✦ (passive) 330.92K +1.6% $4.35M 0.0% ▲ Add 3 SEC ↗
6 LPL Financial LLC 274.56K — $3.61M 0.0% n/c 1 SEC ↗
7 Jane Street Group, Llc 272.79K — $3.58M 0.0% n/c 1 SEC ↗ ×2
8 Cetera Investment Advisers 166.68K — $2.19M 0.0% n/c 1 SEC ↗
9 Citadel Advisors ✦ 148.59K New $1.95M 0.0% New 1 SEC ↗ ×2
10 Osaic Holdings, Inc. 93.49K — $1.23M 0.0% n/c 1 SEC ↗ ×3
11 Commonwealth Equity Services, Llc 63.87K — $839,236 0.0% n/c 1 SEC ↗
12 Captrust Financial Advisors 54.48K — $715,895 0.0% n/c 1 SEC ↗
13 Cwm, Llc 53.64K — $705,000 0.0% n/c 1 SEC ↗
14 Susquehanna International Group, Llp 49.58K — $651,521 0.0% n/c 1 SEC ↗
15 Qube Research & Technologies Ltd 36.32K — $477,284 0.0% n/c 1 SEC ↗
16 Mariner, LLC 34.32K — $451,017 0.0% n/c 1 SEC ↗ ×2
17 Raymond James Financial Inc 25.10K — $329,775 0.0% n/c 1 SEC ↗ ×2
18 Creative Planning 23.35K — $306,780 0.0% n/c 1 SEC ↗
19 Mml Investors Services, Llc 21.89K — $287,622 0.0% n/c 1 SEC ↗
20 Morgan Stanley ✦ 21.53K +46.8% $282,931 0.0% ▲ Add 2 SEC ↗ ×5
21 Royal Bank Of Canada 18.52K — $243,000 0.0% n/c 1 SEC ↗ ×2
22 Bnp Paribas Financial Markets 15.30K — $200,989 0.0% n/c 1 SEC ↗
23 Ameriprise Financial Inc 13.62K — $178,993 0.0% n/c 1 SEC ↗
24 D. E. Shaw & Co. ✦ 12.44K New $163,448 0.0% New 1 SEC ↗
25 Focus Partners Wealth 10.40K — $136,630 0.0% n/c 1 SEC ↗
26 JPMorgan Chase ✦ 1.99K New $26,149 0.0% New 1 SEC ↗
27 Wells Fargo & Company/Mn 1.84K — $24,181 0.0% n/c 1 SEC ↗ ×2
28 UBS Group AG 997 — $13,101 0.0% n/c 1 SEC ↗ ×3
29 Fifth Third Bancorp 611 — $8,029 0.0% n/c 1 SEC ↗
30 Bank Of America Corp /De/ 374 — $4,914 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Two Sigma Investments $4.49M 0.0%
Citadel Advisors $1.95M 0.0%
D. E. Shaw & Co. $163,448 0.0%
JPMorgan Chase $26,149 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 157 holders, 12.91M shares, $142.04M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

Aug 26 Marks Nataly Michelle

Director · 950 sh @ 12.70 · $12,065

Open-market sales (S)

No open-market insider sales in our coverage window.

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Jul 24 SC 13G — SANDERS MORRIS HARRIS LLC

View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API