MLP — MAUI LD & PINEAPPLE INC
Reported value held$24.74M
Funds holding (latest)21
SectorFinancials
Funds holding (Q2 2026)15
Institutional value$17.11M · 962.03K sh
New / Add / Cut / Exit1 / 6 / 5 / 0
Top-5 / Top-10 concentration92.9% / 98.6%
Institutional holdings change
Accumulating +3.4%
(+31.57K sh)
Institutional value change
Up +19.5%
As of Q2 2026, 15 SEC-registered investment managers reported holding MLP (MAUI LD & PINEAPPLE INC) in their latest 13F filings, with a combined reported value of $17.11M across 962.03K shares. That is +3.4% by share count (+31.57K shares) versus the previous quarter, while reported value moved +19.5%. Ownership is concentrated: the five largest holders account for 92.9% of reported value and the top ten for 98.6%.
Compared with the prior quarter, 1 opened new positions, 6 added to existing stakes, 5 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
MLP is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 15 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 562.11K | $9.99M | 0.00% | Add |
| Geode Capital Management history | 166.21K | $2.96M | 0.00% | Add |
| Renaissance Technologies history | 92.55K | $1.65M | 0.00% | Reduce |
| Northern Trust Corp history | 55.26K | $982.56K | 0.00% | Hold |
| Charles Schwab Investment Management history | 18.12K | $322.25K | 0.00% | Hold |
| Goldman Sachs Group history | 15.48K | $275.23K | 0.00% | Add |
| BNY Mellon history | 14.07K | $250.24K | 0.00% | Reduce |
| UBS Group AG history | 13.75K | $244.42K | 0.00% | Reduce |
| Wells Fargo & Co history | 5.85K | $104.08K | 0.00% | Add |
| Morgan Stanley history | 5.47K | $97.27K | 0.00% | Reduce |
| Deutsche Bank AG history | 4.76K | $84.61K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 4.27K | $77.38K | 0.00% | New |
| Citigroup Inc history | 3.00K | $53.36K | 0.00% | Add |
| Legal & General Investment Management America history | 605 | $10.76K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 528 | $9.38K | 0.00% | Add |
Q1 2026 — 14 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 545.04K | $8.39M | 0.00% | Reduce |
| Geode Capital Management history | 153.03K | $2.36M | 0.00% | Reduce |
| Renaissance Technologies history | 96.75K | $1.49M | 0.00% | Reduce |
| Northern Trust Corp history | 55.12K | $848.34K | 0.00% | Add |
| Charles Schwab Investment Management history | 18.19K | $279.99K | 0.00% | Reduce |
| BNY Mellon history | 14.81K | $227.90K | 0.00% | Reduce |
| UBS Group AG history | 14.26K | $219.51K | 0.00% | Reduce |
| Goldman Sachs Group history | 13.40K | $206.21K | 0.00% | New |
| Morgan Stanley history | 8.18K | $125.91K | 0.00% | Reduce |
| Deutsche Bank AG history | 7.79K | $119.95K | 0.00% | Add |
| Wells Fargo & Co history | 2.48K | $38.23K | 0.00% | Reduce |
| Legal & General Investment Management America history | 605 | $9.31K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 426 | $6.56K | 0.00% | Reduce |
| Citigroup Inc history | 357 | $5.50K | 0.00% | Add |
Q4 2025 — 17 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 553.29K | $9.37M | 0.00% | Add |
| Vanguard Group history | 395.26K | $6.70M | 0.00% | Add |
| Geode Capital Management history | 161.89K | $2.74M | 0.00% | Hold |
| Renaissance Technologies history | 100.85K | $1.71M | 0.00% | Reduce |
| Northern Trust Corp history | 53.31K | $903.05K | 0.00% | Reduce |
| Citadel Advisors history | 35.93K | $608.64K | 0.00% | Add |
| Charles Schwab Investment Management history | 21.83K | $369.77K | 0.00% | Add |
| UBS Group AG history | 15.96K | $270.43K | 0.00% | Add |
| BNY Mellon history | 15.62K | $264.52K | 0.00% | Reduce |
| Morgan Stanley history | 13.48K | $228.42K | 0.00% | Add |
| Bank of America Corp history | 8.61K | $145.85K | 0.00% | Add |
| Wells Fargo & Co history | 7.48K | $126.66K | 0.00% | Add |
| Deutsche Bank AG history | 5.26K | $89.17K | 0.00% | Add |
| JPMorgan Chase & Co history | 4.31K | $73.06K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 1.61K | $27.29K | 0.00% | Add |
| Legal & General Investment Management America history | 721 | $12.21K | 0.00% | Hold |
| Citigroup Inc history | 173 | $2.93K | 0.00% | Reduce |
Q3 2025 — 18 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 549.19K | $10.24M | 0.00% | Reduce |
| Vanguard Group history | 387.62K | $7.23M | 0.00% | Reduce |
| Geode Capital Management history | 161.62K | $3.01M | 0.00% | Hold |
| Renaissance Technologies history | 105.65K | $1.97M | 0.00% | Hold |
| Northern Trust Corp history | 56.04K | $1.04M | 0.00% | Hold |
| Citadel Advisors history | 22.85K | $425.89K | 0.00% | Reduce |
| Charles Schwab Investment Management history | 19.64K | $366.07K | 0.00% | Hold |
| BNY Mellon history | 16.29K | $303.65K | 0.00% | Add |
| UBS Group AG history | 13.18K | $245.68K | 0.00% | Reduce |
| Morgan Stanley history | 10.17K | $189.55K | 0.00% | Reduce |
| Bank of America Corp history | 6.61K | $123.14K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 6.47K | $120.53K | 0.00% | Add |
| Deutsche Bank AG history | 4.26K | $79.50K | 0.00% | Hold |
| Wells Fargo & Co history | 4.25K | $79.28K | 0.00% | Add |
| Legal & General Investment Management America history | 721 | $13.44K | 0.00% | Hold |
| Citigroup Inc history | 592 | $11.04K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 385 | $7.18K | 0.00% | Add |
| PNC Financial Services history | 347 | $6.47K | 0.00% | Add |
Q2 2025 — 18 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 560.28K | $10.19M | 0.00% | Reduce |
| Vanguard Group history | 390.11K | $7.10M | 0.00% | Reduce |
| Geode Capital Management history | 162.23K | $2.95M | 0.00% | Reduce |
| Renaissance Technologies history | 105.55K | $1.92M | 0.00% | Add |
| Northern Trust Corp history | 56.13K | $1.02M | 0.00% | Reduce |
| Citadel Advisors history | 24.86K | $452.26K | 0.00% | Reduce |
| Charles Schwab Investment Management history | 19.64K | $357.23K | 0.00% | Reduce |
| BNY Mellon history | 16.03K | $291.57K | 0.00% | Reduce |
| UBS Group AG history | 14.97K | $272.27K | 0.00% | Reduce |
| Morgan Stanley history | 13.24K | $240.85K | 0.00% | Add |
| Bank of America Corp history | 6.91K | $125.73K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 5.96K | $108.32K | 0.00% | Reduce |
| Deutsche Bank AG history | 4.26K | $77.58K | 0.00% | Reduce |
| Wells Fargo & Co history | 3.58K | $65.07K | 0.00% | Reduce |
| Citigroup Inc history | 2.56K | $46.55K | 0.00% | Reduce |
| Legal & General Investment Management America history | 721 | $13.12K | 0.00% | Reduce |
| PNC Financial Services history | 343 | $6.24K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 337 | $6.13K | 0.00% | Add |
Q1 2025 — 19 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 576.10K | $10.12M | 0.00% | Reduce |
| Vanguard Group history | 413.02K | $7.26M | 0.00% | Reduce |
| Geode Capital Management history | 170.05K | $2.99M | 0.00% | Add |
| Renaissance Technologies history | 104.65K | $1.84M | 0.00% | Hold |
| Northern Trust Corp history | 63.36K | $1.11M | 0.00% | Reduce |
| Citadel Advisors history | 26.58K | $466.99K | 0.00% | New |
| UBS Group AG history | 25.20K | $442.80K | 0.00% | Reduce |
| Charles Schwab Investment Management history | 21.46K | $377.09K | 0.00% | Reduce |
| BNY Mellon history | 16.14K | $283.67K | 0.00% | Hold |
| Morgan Stanley history | 12.34K | $216.83K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 11.07K | $194.57K | 0.00% | Reduce |
| Goldman Sachs Group history | 10.48K | $184.19K | 0.00% | Reduce |
| Bank of America Corp history | 7.62K | $133.90K | 0.00% | Reduce |
| Deutsche Bank AG history | 6.87K | $120.67K | 0.00% | Add |
| Citigroup Inc history | 5.61K | $98.59K | 0.00% | Reduce |
| Wells Fargo & Co history | 3.70K | $64.97K | 0.00% | Reduce |
| Legal & General Investment Management America history | 890 | $15.64K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 103 | $1.81K | 0.00% | Hold |
| PNC Financial Services history | 18 | $316 | 0.00% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 4.27K sh · $77.38K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | 562.11K | 545.04K | 553.29K | 549.19K | 560.28K | 576.10K | 584.71K | 579.11K | — | — | — | — | — | — | — | — | — | — | — | — |
| Geode Capital Management | 166.21K | 153.03K | 161.89K | 161.62K | 162.23K | 170.05K | 167.10K | 167.83K | 166.50K | 155.85K | 152.03K | 147.02K | 141.51K | 67.54K | 67.54K | 67.14K | 67.14K | 69.14K | 59.49K | 59.49K |
| Renaissance Technologies | 92.55K | 96.75K | 100.85K | 105.65K | 105.55K | 104.65K | 104.55K | 107.55K | 107.45K | 106.35K | 106.95K | 106.95K | 106.75K | 106.65K | 107.75K | 116.15K | 132.35K | 135.15K | 148.95K | 152.85K |
| Northern Trust Corp | 55.26K | 55.12K | 53.31K | 56.04K | 56.13K | 63.36K | 64.00K | 64.30K | 61.02K | 63.77K | 64.74K | 62.53K | 63.32K | 12.49K | 11.88K | 11.88K | 11.88K | 12.64K | 12.69K | 12.74K |
| Charles Schwab Investment Management | 18.12K | 18.19K | 21.83K | 19.64K | 19.64K | 21.46K | 22.20K | 22.20K | 22.20K | 20.74K | 20.74K | 20.74K | 20.74K | — | — | — | — | — | — | — |
| Goldman Sachs Group | 15.48K | 13.40K | — | — | — | 10.48K | 22.30K | 11.85K | — | — | — | — | — | — | — | — | — | — | — | — |
| BNY Mellon | 14.07K | 14.81K | 15.62K | 16.29K | 16.03K | 16.14K | 16.14K | 14.54K | 20.03K | 19.37K | 25.24K | 24.93K | 24.61K | — | — | — | — | — | — | — |
| UBS Group AG | 13.75K | 14.26K | 15.96K | 13.18K | 14.97K | 25.20K | 26.11K | 20.26K | 19.00K | 7.67K | 8.60K | 3.94K | 4.54K | 591 | — | — | — | — | 325 | 592 |
| Wells Fargo & Co | 5.85K | 2.48K | 7.48K | 4.25K | 3.58K | 3.70K | 5.21K | 2.42K | 2.50K | 2.27K | 1.97K | 1.52K | 3.13K | 2.43K | 2.43K | 2.43K | 2.43K | 2.43K | 2.43K | 2.43K |
| Morgan Stanley | 5.47K | 8.18K | 13.48K | 10.17K | 13.24K | 12.34K | 17.86K | 22.29K | 8.95K | 11.15K | 14.43K | 4.63K | 6.57K | 7.83K | 4.56K | 975 | 1.47K | 2.03K | 3.02K | 4.25K |
| Deutsche Bank AG | 4.76K | 7.79K | 5.26K | 4.26K | 4.26K | 6.87K | 2.06K | 6.26K | 11.04K | 11.41K | 11.62K | 4.42K | — | — | — | — | — | — | — | — |
| JPMorgan Chase & Co | 4.27K | — | 4.31K | 6.47K | 5.96K | 11.07K | 26.34K | 5.55K | 3.43K | 10.52K | 7.52K | 4.89K | 6.02K | 7 | 7 | 7 | 7 | 7 | 7 | 7 |
| Citigroup Inc | 3.00K | 357 | 173 | 592 | 2.56K | 5.61K | 6.08K | 5.49K | 1.66K | 1.25K | 1.07K | 4 | 2.24K | 4.23K | 2.13K | — | — | — | — | — |
| Legal & General Investment Management America | 605 | 605 | 721 | 721 | 721 | 890 | 890 | 890 | 890 | 897 | 897 | 897 | 897 | — | — | — | — | — | — | — |
| Fidelity Management & Research (FMR) | 528 | 426 | 1.61K | 385 | 337 | 103 | 103 | 108 | 97 | 118 | 265 | 28 | — | — | — | — | — | — | — | — |
| Citadel Advisors | — | — | 35.93K | 22.85K | 24.86K | 26.58K | — | 14.33K | 14.81K | — | — | — | 13.34K | — | — | — | — | — | — | — |
| Bank of America Corp | — | — | 8.61K | 6.61K | 6.91K | 7.62K | 10.18K | 8.00K | 7.58K | 5.46K | 10.31K | 6.96K | 2.00K | — | 8 | — | 87 | — | 256 | 266 |
| PNC Financial Services | — | — | — | 347 | 343 | 18 | — | — | — | — | — | — | — | — | — | — | — | — | — | 21 |
| Vanguard Group | — | — | 395.26K | 387.62K | 390.11K | 413.02K | 417.79K | 373.66K | 358.32K | 350.71K | 350.82K | 348.03K | 347.09K | 301.48K | 292.38K | 289.08K | 289.08K | 287.18K | 283.96K | 320.59K |
| Invesco Ltd | — | — | — | — | — | — | — | — | — | — | 11.28K | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details