Filing Research | MTN - Vail Resorts, Inc. Institutional Holdings

Snapshot holdings

50 / 81 loaded

#		Instrument	quantity
1	River Road Asset Management, LLC	Shares	494.4KSH	$67.3M
2	Eldred Rock Partners, LLC	Shares	87.7KSH	$11.9M
3	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	40.6KSH	$5.5M
4	CONFLUENCE INVESTMENT MANAGEMENT LLC	Shares	34.1KSH	$4.6M
5	Mirae Asset Global Investments Co., Ltd.	Shares	29.8KSH	$4.1M
6	PEREGRINE INVESTMENT MANAGEMENT INC	Shares	20.0KSH	$2.7M
7	Union Bancaire Privee, UBP SA	Shares	19.6KSH	$2.7M
8	LMCG INVESTMENTS, LLC	Shares	19.2KSH	$2.6M
9	Police & Firemen's Retirement System of New Jersey	Shares	15.6KSH	$2.1M
10	Malaga Cove Capital, LLC	Shares	14.0KSH	$1.9M
11	Uncommon Cents Investing LLC	Shares	12.1KSH	$1.6M
12	Louisiana State Employees Retirement System	Shares	10.4KSH	$1.4M
13	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	10.3KSH	$1.4M
14	Linden Thomas Advisory Services, LLC	Shares	10.2KSH	$1.4M
15	Midway Capital Research & Management	Shares	9.3KSH	$1.3M
16	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	8.5KSH	$1.2M
17	Y-Intercept (Hong Kong) Ltd	Shares	7.3KSH	$987.2K
18	Sculati Wealth Management, LLC	Shares	6.6KSH	$974.7K
19	BENJAMIN EDWARDS INC	Shares	5.8KSH	$795.1K
20	Abel Hall, LLC	Shares	5.8KSH	$792.1K
21	MassMutual Private Wealth & Trust, FSB	Shares	5.6KSH	$762.7K
22	Envestnet Portfolio Solutions, Inc.	Shares	5.0KSH	$675.1K
23	FIRST CITIZENS BANK & TRUST CO	Shares	4.9KSH	$661.0K
24	MITCHELL & PAHL PRIVATE WEALTH, LLC	Shares	4.6KSH	$631.9K
25	Oak Thistle LLC	Shares	3.9KSH	$530.8K
26	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	3.2KSH	$473.2K
27	JAMISON PRIVATE WEALTH MANAGEMENT, INC.	Shares	3.4KSH	$458.8K
28	ISTHMUS PARTNERS, LLC	Shares	3.3KSH	$453.7K
29	Crossmark Global Holdings, Inc.	Shares	3.0KSH	$407.8K
30	SECURIAN ASSET MANAGEMENT, INC	Shares	2.6KSH	$387.4K
31	BURNEY CO/	Shares	2.5KSH	$340.4K
32	1620 INVESTMENT ADVISORS, INC.	Shares	2.2KSH	$292.9K
33	Segment Wealth Management, LLC	Shares	2.1KSH	$292.7K
34	Fifth Third Wealth Advisors LLC	Shares	2.1KSH	$288.6K
35	FULCRUM WEALTH ADVISORS, LLC	Shares	1.9KSH	$263.7K
36	Net Worth Advisory Group	Shares	1.6KSH	$212.6K
37	Farther Finance Advisors, LLC	Shares	1.0KSH	$141.9K
38	IFP Advisors, Inc	Shares	756SH	$102.9K
39	GAMMA Investing LLC	Shares	609SH	$82.9K
40	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	485SH	$66.1K
41	TFC Financial Management, Inc.	Shares	412SH	$56.1K
42	Security National Bank	Shares	398SH	$54.2K
43	PROFFITT & GOODSON INC	Shares	365SH	$49.7K
44	UNION SAVINGS BANK	Shares	350SH	$47.7K
45	SIGNATUREFD, LLC	Shares	201SH	$27.4K
46	Noble Wealth Management PBC	Shares	175SH	$23.8K
47	HM PAYSON & CO	Shares	170SH	$23.1K
48	Triumph Capital Management	Shares	150SH	$20.4K
49	EverSource Wealth Advisors, LLC	Shares	125SH	$17.0K
50	Provenance Wealth Advisors, LLC	Shares	111SH	$15.1K

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Manager changes2026-06-30 vs 2026-03-31

50 / 92 loaded

#		Instrument
1	PEREGRINE INVESTMENT MANAGEMENT INC new	Shares	+20.0K	+$2.7M	$2.7M
2	River Road Asset Management, LLC trimmed	Shares	-9.6K	+$2.6M	$67.3M
3	LMCG INVESTMENTS, LLC new	Shares	+19.2K	+$2.6M	$2.6M
4	Eldred Rock Partners, LLC added	Shares	+5.9K	+$1.4M	$11.9M
5	Y-Intercept (Hong Kong) Ltd new	Shares	+7.3K	+$987.2K	$987.2K
6	PEREGRINE CAPITAL MANAGEMENT LLC added	Shares	+4.7K	+$921.2K	$5.5M
7	Mirae Asset Global Investments Co., Ltd. added	Shares	+4.7K	+$841.1K	$4.1M
8	MassMutual Private Wealth & Trust, FSB added	Shares	+5.6K	+$759.0K	$762.7K
9	Fifth Third Wealth Advisors LLC new	Shares	+2.1K	+$288.6K	$288.6K
10	Police & Firemen's Retirement System of New Jersey added	Shares	+935	+$242.2K	$2.1M
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+831	+$168.9K	$473.2K
12	Union Bancaire Privee, UBP SA unchanged	Shares	0	+$153.5K	$2.7M
13	Uncommon Cents Investing LLC added	Shares	+395	+$145.2K	$1.6M
14	Midway Capital Research & Management added	Shares	+517	+$138.9K	$1.3M
15	Sculati Wealth Management, LLC trimmed	Shares	-53	+$122.0K	$974.7K
16	JAMISON PRIVATE WEALTH MANAGEMENT, INC. added	Shares	+606	+$104.1K	$458.8K
17	Segment Wealth Management, LLC added	Shares	+550	+$87.4K	$292.7K
18	Louisiana State Employees Retirement System unchanged	Shares	0	+$81.4K	$1.4M
19	ISTHMUS PARTNERS, LLC added	Shares	+418	+$79.7K	$453.7K
20	MITCHELL & PAHL PRIVATE WEALTH, LLC added	Shares	+299	+$74.7K	$631.9K
21	Abel Hall, LLC added	Shares	+213	+$72.9K	$792.1K
22	TFC Financial Management, Inc. new	Shares	+412	+$56.1K	$56.1K
23	SECURIAN ASSET MANAGEMENT, INC unchanged	Shares	0	+$51.2K	$387.4K
24	Crossmark Global Holdings, Inc. added	Shares	+212	+$50.7K	$407.8K
25	Farther Finance Advisors, LLC added	Shares	+264	+$42.0K	$141.9K
26	FIRST CITIZENS BANK & TRUST CO trimmed	Shares	-48	+$31.9K	$661.0K
27	Envestnet Portfolio Solutions, Inc. trimmed	Shares	-90	+$27.3K	$675.1K
28	Noble Wealth Management PBC new	Shares	+175	+$23.8K	$23.8K
29	FULCRUM WEALTH ADVISORS, LLC added	Shares	+32	+$19.3K	$263.7K
30	1620 INVESTMENT ADVISORS, INC. added	Shares	+14	+$18.6K	$292.9K
31	Blue Trust, Inc. new	Shares	+103	+$14.0K	$14.0K
32	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-433	+$11.2K	$1.2M
33	ELEVATION WEALTH PARTNERS, LLC new	Shares	+78	+$10.6K	$10.6K
34	SIGNATUREFD, LLC added	Shares	+59	+$9.1K	$27.4K
35	IFP Advisors, Inc added	Shares	+25	+$9.1K	$102.9K
36	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-589	+$5.3K	$1.4M
37	BARTLETT & CO. WEALTH MANAGEMENT LLC added	Shares	+25	+$4.2K	$10.2K
38	Bogart Wealth, LLC added	Shares	+23	+$3.2K	$3.7K
39	Security National Bank unchanged	Shares	0	+$3.1K	$54.2K
40	PROFFITT & GOODSON INC unchanged	Shares	0	+$2.9K	$49.7K
41	UNION SAVINGS BANK unchanged	Shares	0	+$2.7K	$47.7K
42	BFSG, LLC new	Shares	+15	+$2.0K	$2.0K
43	CoreCap Advisors, LLC new	Shares	+15	+$2.0K	$2.0K
44	HM PAYSON & CO unchanged	Shares	0	+$1.3K	$23.1K
45	Spire Wealth Management added	Shares	+6	+$1.2K	$6.8K
46	LRI Investments, LLC new	Shares	+8	+$1.1K	$1.1K
47	JFS WEALTH ADVISORS, LLC added	Shares	+6	+$1.1K	$4.5K
48	Provenance Wealth Advisors, LLC unchanged	Shares	0	+$869	$15.1K
49	Cromwell Holdings LLC added	Shares	+6	+$862	$1.4K
50	Triumph Capital Management unchanged	Shares	0	+$841	$20.4K

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