HolderBook

THE MARYGOLD COMPANIES INC (MGLD)

Institutional ownership reported to the SEC as of Q2 2026, across 18 quarters.

14
Reporting holders
$1.0M
Reported value
2.0%
Of shares outstanding
0.0%
Calls
0.0%
Puts
+5
Holder change

Institutions report 844,890 shares against 42,811,212 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. Share count carried from an earlier filing (cy2026q1i).

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

Download these holders as CSV

FilerValueShares Their book Held Change
VANGUARD CAPITAL MANAGEMENT LLC$349.4K293,6260.00%2q+22.8%+$64.8K
GEODE CAPITAL MANAGEMENT, LLC$190.5K160,1260.00%11q-3.8%-$7.6K
Richmond Investment Services, LLC$145.6K122,3500.05%newNEW
CITADEL ADVISORS LLC$93.8K78,8160.00%7q+108.5%+$48.8K
VANGUARD FIDUCIARY TRUST CO$84.8K71,2640.00%2qHELD
BRIDGEWAY CAPITAL MANAGEMENT, LLC$65.2K54,7670.00%17q-31.3%-$29.8K
BlackRock, Inc.$39.6K33,2870.00%newNEW
NORTHERN TRUST CORP$29.4K24,6940.00%newNEW
Tower Research Capital LLC (TRC)$5.4K4,5150.00%18q+32.6%+$1.3K
UBS Group AG$1.4K1,1430.00%newNEW
SBI Securities Co., Ltd.$83700.00%7qHELD
BARCLAYS PLC$37310.00%newNEW
MORGAN STANLEY$210.00%8qHELD
Navigoe, LLC$02000.00%newNEW

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.

FiledEvent dateWhatSource
2026-09-282026-09-24Material agreement entered Charter or bylaws amendedfiling
2026-09-242026-09-22Material agreement enteredfiling

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202614$1.0M844,8906320.0%
Q1 20269$711.8K624,4201210.0%
Q4 20259$272.7K308,8331410.0%
Q3 202510$301.5K281,8211320.0%
Q2 20259$136.3K174,8781130.0%
Q1 202510$208.6K219,6070420.0%
Q4 202411$339.0K192,6312310.0%
Q3 20248$252.9K174,4172210.0%
Q2 20247$246.6K164,0792120.0%
Q1 20247$218.1K169,0460220.0%
Q4 20239$181.1K170,8173220.0%
Q3 20236$130.2K120,5101210.0%
Q2 20236$134.7K123,5971310.0%
Q1 20236$220.4K124,3401300.0%
Q4 20227$185.9K124,0702220.0%
Q3 20226$177.0K141,1061130.0%
Q2 20226$223.0K160,0553120.0%
Q1 20224$417.0K224,6664000.0%