MOUNT LOGAN CAP INC COM (MLCI)
Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.
Institutions report 2,539,524 shares against 11,188,768 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | $2.1M | 596,446 | 0.00% | 2q | HELD |
| JB CAPITAL PARTNERS LP | $1.8M | 534,729 | 0.28% | 4q | +6.2%+$106.8K |
| HighTower Advisors, LLC | $985.2K | 286,393 | 0.00% | 3q | +1.8%+$17.4K |
| FIL Ltd | $679.0K | 197,397 | 0.00% | 4q | HELD |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $635.0K | 184,592 | 0.03% | 4q | -15.7%-$118.0K |
| FINANCIAL CONSULATE, INC | $569.1K | 165,445 | 0.06% | 4q | -5.4%-$32.7K |
| Arbiter Partners Capital Management LLC | $366.4K | 106,515 | 0.06% | 3q | +200.0%+$244.3K |
| GEODE CAPITAL MANAGEMENT, LLC | $350.2K | 101,804 | 0.00% | 2q | +6.3%+$20.6K |
| BlackRock, Inc. | $273.5K | 79,515 | 0.00% | 2q | +67.5%+$110.3K |
| CITADEL ADVISORS LLC | $261.2K | 75,927 | 0.00% | 2q | -11.4%-$33.5K |
| VANGUARD FIDUCIARY TRUST CO | $260.5K | 75,715 | 0.00% | 2q | +0.6%+$1.6K |
| NORTHERN TRUST CORP | $87.3K | 25,386 | 0.00% | 2q | HELD |
| NATIONAL BANK OF CANADA /FI/ | $68.9K | 20,097 | 0.00% | 4q | HELD |
| Closed-End Fund Advisors, Inc. | $60.8K | 17,683 | 0.06% | 3q | -5.3%-$3.4K |
| AQR CAPITAL MANAGEMENT LLC | $58.2K | 16,918 | 0.00% | new | NEW |
| Calydon Capital | $51.0K | 14,836 | 0.01% | new | NEW |
| UBS Group AG | $37.7K | 10,961 | 0.00% | 4q | -50.8%-$38.9K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $34.4K | 10,000 | 0.00% | 2q | HELD |
| SHUFRO ROSE & CO LLC | $34.4K | 10,000 | 0.00% | 3q | HELD |
| MORGAN STANLEY | $7.5K | 2,178 | 0.00% | 4q | -17.8%-$1.6K |
| OSAIC HOLDINGS, INC. | $7.2K | 2,105 | 0.00% | 3q | +49.8%+$2.4K |
| ELKHORN PARTNERS LIMITED PARTNERSHIP | $5.2K | 1,500 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $4.9K | 1,380 | 0.00% | 4q | HELD |
| Community Financial Services Group, LLC | $4.1K | 1,189 | 0.00% | 2q | -26.3%-$1.5K |
| ROYAL BANK OF CANADA | $3.0K | 781 | 0.00% | 4q | +151.1%+$1.8K |
| BARCLAYS PLC | $41 | 12 | 0.00% | new | NEW |
| GILL CAPITAL PARTNERS, LLC | $31 | 9 | 0.00% | 2q | HELD |
| Key Financial Inc | $31 | 9 | 0.00% | 4q | HELD |
| DANSKE BANK A/S | $3 | 1 | 0.00% | 4q | HELD |
| Federation des caisses Desjardins du Quebec | $3 | 1 | 0.00% | 4q | HELD |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-20 | 2026-10-19 | Material agreement entered | filing |
| 2026-10-15 | 2026-09-29 | Material agreement entered Material agreement terminated | filing |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 2 | $536.4K | 157,321 | 0 | 0 | 1 | 0.0% |
| Q2 2026 | 30 | $8.7M | 2,539,524 | 4 | 8 | 7 | 0.0% |
| Q1 2026 | 32 | $9.8M | 2,738,418 | 9 | 5 | 10 | 0.0% |
| Q4 2025 | 30 | $24.3M | 2,929,829 | 11 | 4 | 8 | 0.7% |
| Q3 2025 | 24 | $14.8M | 1,712,809 | 24 | 0 | 0 | 9.4% |
