Vault-13

MITSUBISHI HEAVY INDS FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS MHVIY

COM · ADR · CUSIP 606793404

12 institutional holders +2 vs Q1 2026
645,010645.0k shares reported held*
$7.3mreported value*
4 new 5 added 1 reduced 2 sold out net bought ≈ $6.3m (+554.0k shares)

* 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 ≈ $11.29.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

051015Q3 24: 5Q4 24: 5Q1 25: 6Q2 25: 9Q3 25: 9Q4 25: 9Q1 26: 10Q2 26: 1212Q3 24Q1 25Q3 25Q1 26Q2 26
Numbers
QuarterHolders
Q3 20245
Q4 20245
Q1 20256
Q2 20259
Q3 20259
Q4 20259
Q1 202610
Q2 202612

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
10010Q4 24: 3 bought or addedQ4 24: 3 cut or sold outQ4 24Q1 25: 4 bought or addedQ1 25: 1 cut or sold outQ2 25: 7 bought or addedQ2 25: 2 cut or sold outQ2 25Q3 25: 9 bought or addedQ3 25: 0 cut or sold outQ4 25: 3 bought or addedQ4 25: 6 cut or sold outQ4 25Q1 26: 9 bought or addedQ1 26: 3 cut or sold outQ2 26: 9 bought or addedQ2 26: 3 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q4 202433
Q1 202541
Q2 202572
Q3 202590
Q4 202536
Q1 202693
Q2 202693

Biggest buyers

APPLETON PARTNERS INC/MA New +461,847+461.8k
RHUMBLINE ADVISERS Added +90,092+90.1k
GAMMA Investing LLC Added +11,799+11.8k
Salomon & Ludwin, LLC Added +2,220+2.2k
PNC Financial Services Group, Inc. Added +1,376+1.4k
Winch Advisory Services, LLC New +1,164+1.2k
IMA Advisory Services, Inc. Added +1,124+1.1k
HORIZON FINANCIAL SERVICES, LLC New +804+804
First Command Advisory Services, Inc. New +109+109

Biggest sellers

L & S Advisors Inc Sold out -15,450-15.4k
LANARK FINANCIAL, INC. Sold out -944-944
Ancora Advisors LLC Reduced -181-181

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 APPLETON PARTNERS INC/MA 0.32% of their portfolio BOSTON, MA 461,847461.8k $5.2m $5.2m 0.32% New
2 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 156,402156.4k $1.8m $1.8m 0.00% Added +90.1k +90,092
3 GAMMA Investing LLC 0.01% of their portfolio FOSTER CITY, CA 15,12715.1k $171.4k $171.4k 0.01% Added +11.8k +11,799
4 Salomon & Ludwin, LLC 0.00% of their portfolio RICHMOND, VA 4,1934.2k $48.2k $48.2k 0.00% Added +2.2k +2,220
5 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 2,6812.7k $30.4k $30.4k 0.00% Added +1.4k +1,376
6 IMA Advisory Services, Inc. 0.00% of their portfolio DENVER, CO 1,1991.2k $13.6k $13.6k 0.00% Added +1.1k +1,124
7 Winch Advisory Services, LLC 0.00% of their portfolio Appleton, WI 1,1641.2k $13.2k $13.2k 0.00% New
8 HORIZON FINANCIAL SERVICES, LLC 0.00% of their portfolio WINSTON SALEM, NC 804804 $9.1k $9.1k 0.00% New
9 Financial Gravity Companies, Inc. 0.00% of their portfolio Lakeway, TX 684684 $7.8k $7.8k 0.00% First filing
10 Markowski Investments 0.00% of their portfolio TAMPA, FL 600600 $6.8k $6.8k 0.00% First filing
11 Ancora Advisors LLC 0.00% of their portfolio Cleveland, OH 200200 $2.3k $2.3k 0.00% Reduced -181 -181
12 First Command Advisory Services, Inc. 0.00% of their portfolio FORT WORTH, TX 109109 $1.2k $1.2k 0.00% New