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Advisors Capital Management, LLC: MA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Capital Management, LLC on MA, newest first. How the timeline and the estimate are built.

Advisors Capital Management, LLC held 91,165 MA shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 91,165 shares
    Change vs previous 13F +2,060 shares

    0.5% of the 13F portfolio, value $46,822,836.

    13F-HR 0002063364-26-000293 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 89,105 shares
    Change vs previous 13F +2,838 shares

    0.52% of the 13F portfolio, value $44,522,306.

    13F-HR 0002063364-26-000145 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 86,267 shares
    Change vs previous 13F +1,966 shares

    0.58% of the 13F portfolio, value $49,248,565.

    13F-HR 0002063364-26-000044 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 84,301 shares
    Change vs previous 13F +1,594 shares

    0.59% of the 13F portfolio, value $47,951,807.

    13F-HR 0002063364-25-000276 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 82,707 shares
    Change vs previous 13F +1,708 shares

    0.64% of the 13F portfolio, value $46,476,675.

    13F-HR 0002063364-25-000193 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 80,999 shares
    Change vs previous 13F -708 shares

    0.69% of the 13F portfolio, value $44,397,246.

    13F-HR 0002063364-25-000095 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 81,707 shares
    Change vs previous 13F +1,461 shares

    0.68% of the 13F portfolio, value $43,024,794.

    13F-HR 0001345576-25-000009 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 80,246 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $39,626,000.

    13F-HR 0001345576-24-000009 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).