13F Filings History of MAI Capital Management

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$17,290,796,965
Signature - Title
Donna Schuette - Senior Operations & Transformation Leader
Location
Independence, OH
Summary
This page shows a list of all the recent 13F filings made by MAI Capital Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MAI Capital Management reported 4145 stock holdings with total value $17,290,796,965 as of Q4 2025. Top holdings included IVV, SPY, AAPL, MSFT, and IJH.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 4,145 $17,290,796,965 +$1,374,483,370 -$217,323,818 +$1,157,159,552 IVV, SPY, AAPL, MSFT, IJH 13F-HR 13 Feb 2026, 15:31
Q3 2025 3,599 $15,975,761,300 +$912,918,842 -$301,371,732 +$611,547,110 IVV, SPY, AAPL, MSFT, IJH 13F-HR 10 Nov 2025, 15:19
Q2 2025 3,772 $14,401,320,000 +$527,356,377 -$355,376,758 +$171,979,619 IVV, SPY, MSFT, AAPL, IJH 13F-HR 12 Aug 2025, 10:14
Q1 2025 3,261 $13,203,189,309 +$413,176,373 -$235,566,211 +$177,610,162 IVV, SPY, AAPL, MSFT, IJH 13F-HR 15 May 2025, 13:16
Q4 2024 3,320 $13,422,763,626 +$3,369,063,524 -$341,762,089 +$3,027,301,435 IVV, AAPL, SPY, MSFT, IJH 13F-HR 14 Feb 2025, 11:08
Q3 2024 1,064 $10,445,349,842 +$340,508,915 -$574,130,269 -$233,621,354 IVV, SPY, AAPL, MSFT, IJH 13F-HR 07 Nov 2024, 11:46
Q2 2024 1,223 $10,151,461,454 +$746,259,079 -$227,526,159 +$518,732,920 IVV, MSFT, SPY, AAPL, IJH 13F-HR 12 Aug 2024, 10:46
Q1 2024 1,190 $9,590,171,627 +$1,670,081,431 -$98,339,832 +$1,571,741,599 IVV, SPY, MSFT, AAPL, IJH 13F-HR 08 May 2024, 16:12
Q4 2023 1,090 $7,558,109,531 +$347,259,590 -$227,293,451 +$119,966,139 IVV, MSFT, SPY, AAPL, IJH 13F-HR 09 Feb 2024, 14:59
Q3 2023 1,043 $6,686,062,624 +$417,796,973 -$219,460,153 +$198,336,820 IVV, AAPL, SPY, MSFT, IJH 13F-HR 14 Nov 2023, 10:54
Q2 2023 1,049 $6,763,825,806 +$283,961,801 -$240,189,889 +$43,771,912 IVV, AAPL, MSFT, SPY, IJH 13F-HR 02 Aug 2023, 15:12
Q1 2023 1,038 $6,285,444,129 +$207,807,477 -$196,320,551 +$11,486,926 IVV, AAPL, MSFT, SPY, IJH 13F-HR 10 May 2023, 13:48
Q4 2022 1,000 $5,919,291,974 +$428,730,544 -$199,051,405 +$229,679,139 IVV, SPY, AAPL, MSFT, IJH 13F-HR 09 Feb 2023, 08:47
Q3 2022 906 $5,277,759,329 +$704,855,853 -$163,260,545 +$541,595,308 IVV, AAPL, MSFT, SPY, AMZN 13F-HR 15 Nov 2022, 11:15
Q2 2022 846 $5,186,943,304 +$473,989,154 -$154,027,062 +$319,962,092 IVV, MSFT, SPY, AAPL, AMZN 13F-HR 19 Jul 2022, 11:41
Q1 2022 875 $5,867,933,000 +$444,477,626 -$274,566,059 +$169,911,567 IVV, AAPL, MSFT, SPY, AMZN 13F-HR 10 May 2022, 10:18
Q4 2021 877 $6,145,816,000 +$730,322,457 -$167,390,231 +$562,932,226 IVV, AAPL, MSFT, SPY, AMZN 13F-HR 11 Feb 2022, 16:30
Q3 2021 778 $5,145,885,000 +$340,260,068 -$116,801,774 +$223,458,294 IVV, MSFT, SPY, AAPL, AMZN 13F-HR 12 Nov 2021, 08:19
Q2 2021 752 $4,987,412,000 +$378,973,265 -$126,726,506 +$252,246,759 IVV, MSFT, SPY, AAPL, AMZN 13F-HR 19 Jul 2021, 13:00
Q1 2021 695 $4,428,335,000 +$357,736,606 -$85,817,406 +$271,919,200 IVV, SPY, MSFT, AAPL, AMZN 13F-HR 10 May 2021, 08:55
Q4 2020 636 $3,937,252,000 +$498,074,671 -$291,517,171 +$206,557,500 IVV, MSFT, SPY, AAPL, AMZN 13F-HR 16 Feb 2021, 08:51
Q3 2020 546 $3,399,580,000 +$228,774,538 -$142,312,884 +$86,461,654 IVV, MSFT, SPY, AMZN, AAPL 13F-HR 26 Oct 2020, 08:00
Q2 2020 510 $3,128,578,000 +$378,056,011 -$153,608,582 +$224,447,429 IVV, MSFT, SPY, AMZN, AAPL 13F-HR 27 Jul 2020, 09:48
Q1 2020 504 $2,411,444,000 +$133,072,954 -$136,148,274 -$3,075,320 IVV, MSFT, SPY, AAPL, EPAM 13F-HR 16 Apr 2020, 13:30
Q4 2019 566 $3,055,660,000 +$712,870,850 -$40,609,693 +$672,261,157 IVV, MSFT, SPY, AAPL, EPAM 13F-HR 03 Feb 2020, 12:09
Q3 2019 502 $2,213,900,000 +$94,498,257 -$87,828,338 +$6,669,919 IVV, SPY, MDY, IJH, AAPL 13F-HR 29 Oct 2019, 12:23
Q2 2019 524 $2,188,311,000 +$261,475,426 -$63,566,930 +$197,908,496 IVV, SPY, MDY, IJH, MSFT 13F-HR 15 Aug 2019, 14:22
Q1 2019 452 $1,936,774,000 +$83,879,806 -$61,966,030 +$21,913,776 SPY, IVV, MDY, IJH, AAPL 13F-HR 29 Apr 2019, 12:10
Q4 2018 429 $1,703,359,000 +$153,130,134 -$135,611,558 +$17,518,576 SPY, IVV, MDY, IJH, AAPL 13F-HR 30 Jan 2019, 12:30
Q3 2018 469 $1,951,123,000 +$48,267,054 -$45,645,434 +$2,621,620 SPY, MDY, IVV, IJH, AAPL 13F-HR 12 Oct 2018, 09:27
Q2 2018 470 $1,847,259,000 +$128,309,373 -$77,251,808 +$51,057,565 SPY, MDY, IVV, IJH, AAPL 13F-HR 16 Aug 2018, 15:15
Q1 2018 456 $1,756,615,000 +$101,361,464 -$67,262,507 +$34,098,957 SPY, MDY, IVV, IJH, IEMG 13F-HR 17 Apr 2018, 11:19
Q4 2017 467 $1,756,903,000 +$93,392,054 -$57,371,354 +$36,020,700 SPY, MDY, IVV, IJH, IEMG 13F-HR 30 Jan 2018, 09:26
Q3 2017 436 $1,644,029,000 +$86,818,989 -$46,561,729 +$40,257,260 SPY, MDY, IVV, IJH, IEMG 13F-HR 12 Oct 2017, 12:01
Q2 2017 447 $1,550,222,000 +$91,467,010 -$54,758,105 +$36,708,905 SPY, MDY, IVV, IJH, IWM 13F-HR 07 Aug 2017, 10:14
Q1 2017 445 $1,484,679,000 +$118,834,896 -$67,323,129 +$51,511,767 SPY, MDY, IVV, IJH, MLPI 13F-HR 11 May 2017, 10:50
Q4 2016 438 $1,374,522,000 +$105,302,878 -$89,325,265 +$15,977,613 SPY, MDY, IVV, IJH, MLPI 13F-HR 31 Jan 2017, 12:20
Q3 2016 445 $1,325,894,000 +$43,303,953 -$52,381,197 -$9,077,244 SPY, MDY, IVV, EFA, SDY 13F-HR 18 Oct 2016, 11:51
Q2 2016 421 $1,297,480,000 +$80,189,303 -$128,433,248 -$48,243,945 SPY, MDY, IVV, EFA, SDY 13F-HR 14 Jul 2016, 14:03
Q1 2016 427 $1,307,612,000 +$91,720,565 -$95,323,938 -$3,603,373 SPY, MDY, EFA, IVV, JNJ 13F-HR 08 Apr 2016, 13:26
Q4 2015 409 $1,311,667,000 +$111,015,906 -$167,257,887 -$56,241,981 SPY, MDY, EFA, MLPI, JNJ 13F-HR 27 Jan 2016, 14:20
Q3 2015 429 $1,322,105,000 +$129,238,386 -$128,791,503 +$446,883 SPY, MDY, EFA, JNJ, SDY 13F-HR 28 Oct 2015, 08:56
Q2 2015 481 $1,517,602,000 +$114,386,471 -$70,701,751 +$43,684,720 SPY, MDY, EFA, WMB, JNJ 13F-HR 09 Jul 2015, 14:15
Q1 2015 488 $1,492,393,000 +$241,072,647 -$186,402,705 +$54,669,942 SPY, MDY, AMJ, EFA, JNJ 13F-HR 30 Apr 2015, 12:08
Q4 2014 465 $1,426,012,000 +$536,263,005 -$135,810,220 +$400,452,785 SPY, MDY, AMJ, EFA, SDY 13F-HR 20 Jan 2015, 13:01
Q3 2014 395 $1,037,964,000 +$148,008,125 -$126,462,774 +$21,545,351 AMJ, WMB, EPD, ET, EMC Restatement 16 Oct 2014, 15:09
Q2 2014 394 $1,040,669,000 +$117,713,299 -$122,511,048 -$4,797,749 AMJ, AAPL, NRF, WMB, QCOM 13F-HR 28 Jul 2014, 10:37
Q1 2014 398 $993,324,000 +$124,934,266 -$85,241,802 +$39,692,464 AMJ, NRF, EMC, JPM, GE 13F-HR 28 Apr 2014, 13:54
Q4 2013 387 $943,232,000 $0 $0 $0 AMJ, QCOM, NRF, GE, JPM 13F-HR 06 Feb 2014, 16:54