MRC GLOBAL INC MRC
COM · Common Stock · CUSIP 55345K103
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $12.47.
Trends to Q4 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 175 |
| Q4 2022 | 174 |
| Q1 2023 | 172 |
| Q2 2023 | 155 |
| Q3 2023 | 145 |
| Q4 2023 | 178 |
| Q1 2024 | 178 |
| Q2 2024 | 195 |
| Q3 2024 | 194 |
| Q4 2024 | 206 |
| Q1 2025 | 195 |
| Q2 2025 | 206 |
| Q3 2025 | 199 |
| Q4 2025 | 3 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2024 | 87 | 89 |
| Q2 2024 | 112 | 71 |
| Q3 2024 | 84 | 96 |
| Q4 2024 | 101 | 83 |
| Q1 2025 | 100 | 115 |
| Q2 2025 | 95 | 101 |
| Q3 2025 | 106 | 97 |
| Q4 2025 | 0 | 188 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2025 | $244.1k | $37.0k | 0.15 |
| Q2 2025 | $49.0k | $6.0k | 0.12 |
| Q3 2025 | $13.0k | $1.0k | 0.08 |
| Q4 2025 | $0 | $0 | — |
Biggest buyers
| None |
Biggest sellers
| VANGUARD GROUP INC | Sold out | -7.9m |
| BlackRock, Inc. | Sold out | -6.8m |
| PZENA INVESTMENT MANAGEMENT LLC | Sold out | -5.1m |
| WELLINGTON MANAGEMENT GROUP LLP | Sold out | -4.1m |
| DIMENSIONAL FUND ADVISORS LP | Sold out | -4.0m |
| FULLER & THALER ASSET MANAGEMENT, INC. | Sold out | -4.0m |
| Boston Partners | Sold out | -3.4m |
| AMERICAN CENTURY COMPANIES INC | Sold out | -3.1m |
| GOLDMAN SACHS GROUP INC | Sold out | -2.1m |
| STATE STREET CORP | Sold out | -2.1m |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| VANGUARD GROUP INC 13G · institution filed 2025-07-29 | 9.7% |
| PZENA INVESTMENT MANAGEMENT LLC 13G · institution new · filed 2024-10-21 | 6.8% |
| FRONTIER CAPITAL MANAGEMENT CO LLC 13G · institution filed 2025-08-14 | 5.2% |
Fell to 5% or below in the last year: FRONTIER CAPITAL MANAGEMENT CO LLC (0.0%, 2025-11-14; now reported by FRONTIER CAPITAL MANAGEMENT CO LLC)
Holders, Q4 2025
| Manager | Shares | Change |
|---|---|---|
| DekaBank Deutsche Girozentrale 0.00% of their portfolio | 4.5k $56.0k | Unchanged |
| IFP Advisors, Inc 0.00% of their portfolio | 71 $976 | Unchanged |
| HUNTINGTON NATIONAL BANK 0.00% of their portfolio | 1 $14 | Unchanged |