Ownership Summary
A total of 5 institutions have reported a stake in MDB Capital Holdings, LLC (NASDAQ:MDBH) as of September 2025, according to recent 13F filings with the SEC.
- The collective stake of institutional investors in MDB Capital Holdings moved to 1.6% in September 2025, a shift down from the 1.9% reported for June 2025.
- On a quarter-over-quarter basis, institutional holdings shifted by -3.49%, with a year-over-year no change in the count of filers.
- The latest 13F cycle for MDB Capital Holdings reveals that of 5 total investors, 1 funds grew their exposure, whereas 2 reduced theirs and 2 made no changes.
- The aggregate institutional position in MDB Capital Holdings now stands at 156.88K shares as of September 2025, after investors decreased their holdings (down by 5.67K shares quarter on quarter which is up 14.23K shares year over year).
- With 85.20K shares, Pasadena Private Wealth, LLC commands the largest institutional position in MDB Capital Holdings as of September 30, 2025, equating to 0.86% of the company.
- Among the most significant buyers of MDB Capital Holdings during September 2025 were EverSource Wealth Advisors, LLC (395).
- Leading sellers of MDB Capital Holdings stock in September 2025 included CITADEL ADVISORS LLC (5.13K), UBS Group AG (943).
- The top 5 institutional holders of MDB Capital Holdings for the quarter ending September 2025 included Pasadena Private Wealth, LLC (85.20K), UBS Group AG (58.72K), CITADEL ADVISORS LLC (12.57K), EverSource Wealth Advisors, LLC (395), MORGAN STANLEY (1).