Latest Period
Q2 2026
Security Snapshot
LARGE CAP EQUITY MANAGED POOL - MFO Institutional Ownership
CUSIP: 808516108
13F Institutional Holders and Ownership History from Q1 2020 to Q2 2026
Institutions Reporting
3
Shares (Excl. Options)
17,449
Price
$128.15
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- Security type / class
- Equity / MFO
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 17,449
- Total 13F value
- $2,235,879
- Portfolio coverage rank
- 0%
- Share change
- +5,347
- Value change
- +$685,220
- Number of holders
- 3
- SEC-reported price per share
- $128.15
Latest holder snapshot
4 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- 808516108 - LARGE CAP EQUITY MANAGED POOL - MFO is tracked under CUSIP 808516108.
- 3 institutions reported positions in Q2 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 2 to 3 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $1,328,624 to $2,235,879.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 3 institutions filings for Q2 2026.
Security key
808516108
Latest holder period
Q2 2026
13F holders
3
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 808516108:
As of 30 Jun 2026, 3 institutional investors reported holding 17,449 shares of LARGE CAP EQUITY MANAGED POOL - MFO.
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
26
Latest
Q2 2026
Rows shown
1-25 of 26
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 17,449 | $2,235,879 | +$685,220 | $128.15 | 3 |
| 2026 Q1 | 12,102 | $1,328,624 | -$43,146 | $109.80 | 2 |
| 2025 Q4 | 12,495 | $1,463,472 | +$47,198 | $117.14 | 2 |
| 2025 Q3 | 12,092 | $1,394,031 | -$49,227 | $115.29 | 2 |
| 2025 Q2 | 12,519 | $1,408,594 | -$4,387 | $112.51 | 2 |
| 2025 Q1 | 12,558 | $1,287,680 | +$64,977 | $102.54 | 2 |
| 2024 Q4 | 11,919 | $1,254,414 | -$121,522 | $105.20 | 3 |
| 2024 Q3 | 13,076 | $1,373,004 | +$34,548 | $104.99 | 4 |
| 2024 Q2 | 12,747 | $1,269,949 | +$105,047 | $99.60 | 4 |
| 2024 Q1 | 11,538 | $1,129,170 | -$970,489 | $97.89 | 2 |
| 2023 Q4 | 12,024 | $1,073,173 | -$733,934 | $89.25 | 3 |
| 2023 Q3 | 10,047 | $801,949 | -$871,504 | $79.88 | 2 |
| 2023 Q2 | 10,417 | $860,360 | -$820,734 | $82.47 | 3 |
| 2023 Q1 | 10,656 | $819,064 | -$841,187 | $75.95 | 3 |
| 2022 Q4 | 11,309 | $809,517 | -$722,934 | $71.58 | 3 |
| 2022 Q3 | 11,281 | $737,976 | -$781,654 | $65.48 | 2 |
| 2022 Q2 | 11,291 | $794,958 | -$915,679 | $70.45 | 2 |
| 2022 Q1 | 11,258 | $936,469 | -$994,316 | $83.19 | 2 |
| 2021 Q4 | 11,148 | $985,000 | -$645,176 | $88.36 | 1 |
| 2021 Q3 | 9,690 | $774,000 | -$824,161 | $79.88 | 1 |
| 2021 Q2 | 10,005 | $799,000 | -$591,779 | $79.86 | 1 |
| 2021 Q1 | 9,013 | $671,000 | +$43,481 | $74.45 | 1 |
| 2020 Q4 | 4,359 | $303,000 | -$226,462 | $69.51 | 1 |
| 2020 Q3 | 4,006 | $251,000 | -$260,296 | $62.66 | 1 |
| 2020 Q2 | 4,298 | $242,000 | -$251,549 | $56.31 | 1 |