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Liberty Media Corp-Formula (FWONA)

CUSIP: 531229771 | US | Communication Services · Entertainment | Large Cap | 558 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13D/AJohn C. Malone855,7703.5%+364,600Nov 4, 2026No 13F filer matched
13G/AVanguard Capital Management LLC1,182,8384.9%−45,470Sep 30, 20261,091,566 sh (Jun 30, 2026)
13D/AJohn C. Malone855,770
3.5% of class · Nov 4, 2026+364,600
No 13F filer matched
13G/AVanguard Capital Management LLC1,182,838
4.9% of class · Sep 30, 2026−45,470
1,091,566 sh (Jun 30, 2026)

Institutional Holders — Q3 2026

Principal Financial Group Inc1,453,823
0.1% of portfolio›$123.0M
Dimensional Fund Advisors LP180,048
0.0% of portfolio›$15.2M
Pinnacle Associates LTD121,755
0.1% of portfolio›$10.3M
Cooper Investors PTY LTD119,858
5.3% of portfolio›$10.1M
Creative Planning74,411
0.0% of portfolio›$6.3M
Bank of New York Mellon Corp44,286
0.0% of portfolio›$3.7M
Kornitzer Capital Management Inc21,600
0.0% of portfolio›$1.8M
Citigroup Inc21,096
0.0% of portfolio›$1.8M
Evergreen Capital Management LLC12,184
0.0% of portfolio›$1.0M
Pecaut & Co.11,358
0.3% of portfolio›$961.2K
Wealth Enhancement Advisory Services, LLC7,468
0.0% of portfolio›$653.9K
BayBridge Capital Group, LLC7,177
0.3% of portfolio›$607.4K
Frank, Rimerman Advisors LLC6,916
0.0% of portfolio›$585.3K
OAK Family Advisors, LLC5,452
0.1% of portfolio›$461.4K
Ethic Inc.4,946
0.0% of portfolio›$418.6K
Manchester Capital Management LLC4,622
0.1% of portfolio›$391.2K
US Bancorp \de\4,533
0.0% of portfolio›$383.6K
Aire Advisors, LLC4,524
0.1% of portfolio›$382.9K
Signaturefd, LLC4,393
0.0% of portfolio›$371.8K
Quadrant Capital Group LLC4,085
0.0% of portfolio›$348.1K
Nisa Investment Advisors, LLC3,869
0.0% of portfolio›$327.4K
Vise Technologies, Inc.3,833
0.0% of portfolio›$324.4K
State of Wyoming3,586
0.0% of portfolio›$303.5K
Sprinkle Financial Consultants LLC3,412
0.1% of portfolio›$288.8K
AXS Investments LLC3,279
0.0% of portfolio›$277.5K
HB Wealth Management, LLC3,256
0.0% of portfolio›$275.6K
Daiwa Securities Group Inc.2,942
0.0% of portfolio›$249.0K
Lountzis Asset Management, LLC2,866
0.1% of portfolio›$242.6K
Elyxium Wealth, LLC2,424
0.0% of portfolio›$205.1K
Avanza Fonder AB1,729
0.0% of portfolio›$146.3K
Fifth Third Bancorp1,679
0.0% of portfolio›$142.1K
Gamma Investing LLC1,498
0.0% of portfolio›$126.8K
Allspring Global Investments Holdings, LLC1,025
0.0% of portfolio›$84.7K
Parallel Advisors, LLC966
0.0% of portfolio›$81.8K
Chilton Capital Management LLC800
0.0% of portfolio›$67.7K
MassMutual Private Wealth & Trust, FSB713
0.0% of portfolio›$60.3K
CX Institutional694
0.0% of portfolio›$59
Sterling Capital Management LLC674
0.0% of portfolio›$57.0K
Assetmark, Inc574
0.0% of portfolio›$48.6K
Versant Capital Management, Inc514
0.0% of portfolio›$43.5K
Central Pacific Bank - Trust Division450
0.0% of portfolio›$38.1K
Farther Finance Advisors, LLC416
0.0% of portfolio›$35.2K
FNY Investment Advisers, LLC380
0.0% of portfolio›$32
Montag A & Associates Inc378
0.0% of portfolio›$32.0K
TD Waterhouse Canada Inc.375
0.0% of portfolio›$31.4K
Legacies Wealth LLC367
0.0% of portfolio›$31.1K
Western Pacific Wealth Management, LP350
0.0% of portfolio›$29.6K
Rosenberg Matthew Hamilton330
0.0% of portfolio›$27.9K
Strs Ohio324
0.0% of portfolio›$27.4K
Cassaday & Co Wealth Management LLC276
0.0% of portfolio›$23.4K
Mather Group, Llc.241
0.0% of portfolio›$20.4K
Heritage Family Offices, LLP236
0.0% of portfolio›$20.0K
SBI Securities Co., Ltd.231
0.0% of portfolio›$19.6K
GHP Investment Advisors, Inc.147
0.0% of portfolio›$12.4K
Rossby Financial, LCC135
0.0% of portfolio›$11.4K
Root Financial Partners, LLC124
0.0% of portfolio›$10.5K
IFP Advisors, Inc110
0.0% of portfolio›$9.3K
First Command Advisory Services, Inc.88
0.0% of portfolio›$7.4K
EverSource Wealth Advisors, LLC87
0.0% of portfolio›$7.4K
Mirae Asset Global Investments Co., Ltd.72
0.0% of portfolio›$6.1K
Pinnacle Wealth Planning Services, Inc.63
0.0% of portfolio›$5.3K
Parkside Financial Bank & Trust57
0.0% of portfolio›$4.8K
MV Capital Management, Inc.45
0.0% of portfolio›$3.8K
James T. Borello RIA45
0.0% of portfolio›$3.8K
Burkett Financial Services, LLC41
0.0% of portfolio›$3.5K
Arlington Trust Co LLC39
0.0% of portfolio›$3.3K
Community Financial Services Group, LLC38
0.0% of portfolio›$3.2K
Mcdonald Partners LLC34
0.0% of portfolio›$2.9K
Princeton Global Asset Management LLC32
0.0% of portfolio›$2.7K
TrinityBridge Ltd30
0.0% of portfolio›$3
Hurley Capital, LLC28
0.0% of portfolio›$2.4K
Covestor Ltd25
0.0% of portfolio›$2
Elevation Wealth Partners, LLC25
0.0% of portfolio›$2.1K
Private Trust Co NA23
0.0% of portfolio›$1.9K
JFS Wealth Advisors, LLC23
0.0% of portfolio›$1.9K
Wilmington Savings Fund Society, FSB18
0.0% of portfolio›$1.5K
Fortitude Family Office, LLC18
0.0% of portfolio›$1.5K
Birch Financial Group, LLC17
0.0% of portfolio›$1.4K
Ares Financial Consulting, LLC16
0.0% of portfolio›$1.4K
UMB Private Wealth Management, LLC15
0.0% of portfolio›$1.3K
West Paces Advisors Inc.14
0.0% of portfolio›$1.2K
Signature Equity Partners, LLC13
0.0% of portfolio›$1.1K
Retirement Wealth Solutions LLC13
0.0% of portfolio›$1.1K
Private Wealth Management Group, LLC12
0.0% of portfolio›$1.0K
Align Financial, LLC8
0.0% of portfolio›$677
Trust Co of Toledo NA8
0.0% of portfolio›$677
Hazlett, Burt & Watson, Inc.7
0.0% of portfolio›$1
Albion Financial Group7
0.0% of portfolio›$620
DiNuzzo Private Wealth, Inc.6
0.0% of portfolio›$508
Creative Capital Management Investments LLC6
0.0% of portfolio›$508
Caitong International Asset Management Co., Ltd6
0.0% of portfolio›$508
SJS Investment Consulting Inc.6
0.0% of portfolio›$508
Bay Harbor Wealth Management, LLC6
0.0% of portfolio›$508
Birchwood Financial Partners, Inc.5
0.0% of portfolio›$423
Activest Wealth Management5
0.0% of portfolio›$423
Trust Co of Vermont5
0.0% of portfolio›$423
CoreCap Advisors, LLC5
0.0% of portfolio›$423
Trust Co5
0.0% of portfolio›$423
Cromwell Holdings LLC4
0.0% of portfolio›$339
Asset Dedication, LLC4
0.0% of portfolio›$339
Breakwater Investment Management4
0.0% of portfolio›$339
Provenance Wealth Advisors, LLC3
0.0% of portfolio›$254
Hughes Financial Services, LLC2
0.0% of portfolio›$171
Mascoma Wealth Management LLC2
0.0% of portfolio›$169
True Wealth Design, LLC2
0.0% of portfolio›$170
GF Fund Management Co. Ltd.2
0.0% of portfolio›$169
CKW Financial Group2
0.0% of portfolio›$0
Jnba Financial Advisors1
0.0% of portfolio›$85
DecisionPoint Financial, LLC1
0.0% of portfolio›$84
Ascentis Independent Advisors1
0.0% of portfolio›$84
Nfsg Corp1
0.0% of portfolio›$85
Monetary Solutions, Ltd1
0.0% of portfolio›$85
Godsey & Gibb, Inc1
0.0% of portfolio›$85
StyleTurnoverLocationFiled
Principal Financial Group Inc
1,453,823$123.0M0.1%CoreLowDes Moines, IA2026-11-02
Dimensional Fund Advisors LP
180,048$15.2M0.0%IndexLowAustin, TX2026-11-04
Pinnacle Associates LTD
121,755$10.3M0.1%CoreLowNew York, NY2026-10-20
Cooper Investors PTY LTD
119,858$10.1M5.3%CoreHighMelbourne, Victoria, China2026-10-13
Creative Planning
74,411$6.3M0.0%IndexVery LowOverland Park, KS2026-11-02
Bank of New York Mellon Corp
44,286$3.7M0.0%CoreLowNew York, NY2026-11-05
Kornitzer Capital Management Inc
21,600$1.8M0.0%CoreLowShawnee Mission, KS2026-11-03
Citigroup Inc
21,096$1.8M0.0%CoreMediumNew York, NY2026-11-04
Evergreen Capital Management LLC
12,184$1.0M0.0%GARPMediumBellevue, WA2026-10-23
Pecaut & Co.
11,358$961.2K0.3%ETFLowSioux City, IA2026-10-27
Wealth Enhancement Advisory Services, LLC
7,468$653.9K0.0%CoreLowPlymouth, MN2026-10-13
BayBridge Capital Group, LLC
7,177$607.4K0.3%GARPMediumLivermore, CA2026-10-13
Frank, Rimerman Advisors LLC
6,916$585.3K0.0%GrowthLowPalo Alto, CA2026-10-16
OAK Family Advisors, LLC
5,452$461.4K0.1%CoreMediumChicago, IL2026-10-19
Ethic Inc.
4,946$418.6K0.0%CoreLowNew York, NY2026-11-03
Manchester Capital Management LLC
4,622$391.2K0.1%CoreLowManchester, VT2026-10-22
US Bancorp \de\
4,533$383.6K0.0%IndexLowMinneapolis, MN2026-11-05
Aire Advisors, LLC
4,524$382.9K0.1%ETFVery LowBeverly Hills, CA2026-10-22
Signaturefd, LLC
4,393$371.8K0.0%IndexLowAtlanta, GA2026-10-23
Quadrant Capital Group LLC
4,085$348.1K0.0%CoreLowCincinnati, OH2026-10-20
Nisa Investment Advisors, LLC
3,869$327.4K0.0%IndexVery LowSt. Louis, MO2026-10-20
Vise Technologies, Inc.
3,833$324.4K0.0%IndexLowNew York, NY2026-10-29
State of Wyoming
3,586$303.5K0.0%ValueHighCheyenne, WY2026-10-28
Sprinkle Financial Consultants LLC
3,412$288.8K0.1%ETFLowLittleton, CO2026-10-09
AXS Investments LLC
3,279$277.5K0.0%GrowthMediumPort Chester, NY2026-11-04
HB Wealth Management, LLC
3,256$275.6K0.0%IndexVery LowAtlanta, GA2026-10-23
Daiwa Securities Group Inc.
2,942$249.0K0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Lountzis Asset Management, LLC
2,866$242.6K0.1%CoreVery LowWyomissing, PA2026-10-30
Elyxium Wealth, LLC
2,424$205.1K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Avanza Fonder AB
1,729$146.3K0.0%GrowthLowStockholm, Sweden2026-10-13
Fifth Third Bancorp
1,679$142.1K0.0%IndexVery LowCincinnati, OH2026-11-05
Gamma Investing LLC
1,498$126.8K0.0%IndexVery LowFoster City, CA2026-10-08
Allspring Global Investments Holdings, LLC
1,025$84.7K0.0%CoreMediumCharlotte, NC2026-11-04
Parallel Advisors, LLC
966$81.8K0.0%IndexLowSan Francisco, CA2026-11-03
Chilton Capital Management LLC
800$67.7K0.0%GrowthMediumHouston, TX2026-10-28
MassMutual Private Wealth & Trust, FSB
713$60.3K0.0%CoreLowSpringfield, MA2026-10-05
CX Institutional
694$590.0%CoreMediumAuburn, IN2026-10-02
Sterling Capital Management LLC
674$57.0K0.0%GARPMediumCharlotte, NC2026-10-22
Assetmark, Inc
574$48.6K0.0%ETFLowConcord, CA2026-10-21
Versant Capital Management, Inc
514$43.5K0.0%GARPLowPhoenix, AZ2026-10-02
Central Pacific Bank - Trust Division
450$38.1K0.0%CoreMediumHonolulu, HI2026-10-06
Farther Finance Advisors, LLC
416$35.2K0.0%IndexLowSan Francisco, CA2026-10-08
FNY Investment Advisers, LLC
380$320.0%GrowthVery HighNew York, NY2026-10-16
Montag A & Associates Inc
378$32.0K0.0%CoreLowAtlanta, GA2026-10-29
TD Waterhouse Canada Inc.
375$31.4K0.0%CoreLowToronto, Australia2026-10-16
Legacies Wealth LLC
367$31.1K0.0%ETFLowMinnetonka, MN2026-11-02
Western Pacific Wealth Management, LP
350$29.6K0.0%GrowthLowLake Forest, IL2026-10-16
Rosenberg Matthew Hamilton
330$27.9K0.0%ETFVery LowGrand Junction, CO2026-10-05
Strs Ohio
324$27.4K0.0%CoreMediumColumbus, OH2026-10-30
Cassaday & Co Wealth Management LLC
276$23.4K0.0%ETFVery LowMclean, VA2026-10-27
Mather Group, Llc.
241$20.4K0.0%ETFMediumChicago, IL2026-10-14
Heritage Family Offices, LLP
236$20.0K0.0%GrowthHighScottsdale, AZ2026-11-02
SBI Securities Co., Ltd.
231$19.6K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
GHP Investment Advisors, Inc.
147$12.4K0.0%CoreVery LowDenver, CO2026-10-15
Rossby Financial, LCC
135$11.4K0.0%ETFMediumMelbourne, FL2026-11-05
Root Financial Partners, LLC
124$10.5K0.0%ETFMediumEncinitas, CA2026-10-21
IFP Advisors, Inc
110$9.3K0.0%GrowthLowTampa, FL2026-10-16
First Command Advisory Services, Inc.
88$7.4K0.0%IndexLowFort Worth, TX2026-11-05
EverSource Wealth Advisors, LLC
87$7.4K0.0%CoreMediumBirmingham, AL2026-11-04
Mirae Asset Global Investments Co., Ltd.
72$6.1K0.0%GrowthLowSeoul, Malaysia2026-11-03
Pinnacle Wealth Planning Services, Inc.
63$5.3K0.0%GARPLowMansfield, OH2026-10-27
Parkside Financial Bank & Trust
57$4.8K0.0%CoreVery LowSaint Louis, MO2026-10-27
MV Capital Management, Inc.
45$3.8K0.0%ETFLowBethesda, MD2026-10-29
James T. Borello RIA
45$3.8K0.0%ETFVery LowEast Dundee, IL2026-10-16
Burkett Financial Services, LLC
41$3.5K0.0%ETFLowRock Hill, SC2026-10-01
Arlington Trust Co LLC
39$3.3K0.0%ETFMediumBirmingham, AL2026-10-20
Community Financial Services Group, LLC
38$3.2K0.0%GrowthLowNewport, VT2026-10-15
Mcdonald Partners LLC
34$2.9K0.0%CoreLowCleveland, OH2026-11-03
Princeton Global Asset Management LLC
32$2.7K0.0%GrowthLowPrinceton, NJ2026-10-21
TrinityBridge Ltd
30$30.0%MomentumMediumLondon, United Kingdom2026-10-30
Hurley Capital, LLC
28$2.4K0.0%GARPMediumNew York, NY2026-11-05
Covestor Ltd
25$20.0%ValueHighLondon, United Kingdom2026-10-30
Elevation Wealth Partners, LLC
25$2.1K0.0%ETFLowWalnut Creek, CA2026-10-07
Private Trust Co NA
23$1.9K0.0%CoreLowCleveland, OH2026-10-20
JFS Wealth Advisors, LLC
23$1.9K0.0%ETFVery LowHermitage, PA2026-11-03
Wilmington Savings Fund Society, FSB
18$1.5K0.0%CoreLowWilmington, DE2026-10-23
Fortitude Family Office, LLC
18$1.5K0.0%ETFMediumScottsdale, AZ2026-10-14
Birch Financial Group, LLC
17$1.4K0.0%CoreLowKeene, NH2026-10-27
Ares Financial Consulting, LLC
16$1.4K0.0%CoreLowCalabasas, CA2026-10-19
UMB Private Wealth Management, LLC
15$1.3K0.0%GrowthN/AKansas City, MO2026-10-19
West Paces Advisors Inc.
14$1.2K0.0%ETFLowAtlanta, GA2026-10-13
Signature Equity Partners, LLC
13$1.1K0.0%GrowthMediumColumbus, OH2026-10-29
Retirement Wealth Solutions LLC
13$1.1K0.0%ETFLowMarshfield, WI2026-10-07
Private Wealth Management Group, LLC
12$1.0K0.0%ETFLowPrinceton, NJ2026-10-19
Align Financial, LLC
8$6770.0%ETFVery LowHermantown, MN2026-10-16
Trust Co of Toledo NA
8$6770.0%GrowthVery LowHolland, OH2026-10-16
Hazlett, Burt & Watson, Inc.
7$10.0%CoreVery LowWheeling, WV2026-11-04
Albion Financial Group
7$6200.0%GrowthLowSalt Lake City, UT2026-10-21
DiNuzzo Private Wealth, Inc.
6$5080.0%ETFLowBeaver, PA2026-10-16
Creative Capital Management Investments LLC
6$5080.0%ETFLowSan Diego, CA2026-10-28
Caitong International Asset Management Co., Ltd
6$5080.0%GrowthVery HighHong Kong, South Korea2026-10-29
SJS Investment Consulting Inc.
6$5080.0%ETFVery LowSylvania, OH2026-10-26
Bay Harbor Wealth Management, LLC
6$5080.0%ETFMediumHunt Valley, MD2026-11-03
Birchwood Financial Partners, Inc.
5$4230.0%ETFVery LowBloomington, MN2026-11-02
Activest Wealth Management
5$4230.0%ETFLowAventura, FL2026-10-15
Trust Co of Vermont
5$4230.0%CoreVery LowBrattleboro, VT2026-10-21
CoreCap Advisors, LLC
5$4230.0%ETFMediumSouthfield, MI2026-10-08
Trust Co
5$4230.0%ETFVery LowManhattan, KS2026-10-09
Cromwell Holdings LLC
4$3390.0%IndexLowJackson, WY2026-10-28
Asset Dedication, LLC
4$3390.0%ETFLowSan Francisco, CA2026-11-03
Breakwater Investment Management
4$3390.0%ETFLowSeattle, WA2026-10-20
Provenance Wealth Advisors, LLC
3$2540.0%ETFLowFort Lauderdale, FL2026-10-30
Hughes Financial Services, LLC
2$1710.0%ETFLowHerndon, VA2026-10-30
Mascoma Wealth Management LLC
2$1690.0%ETFVery LowHanover, NH2026-10-23
True Wealth Design, LLC
2$1700.0%ETFMediumAkron, OH2026-10-13
GF Fund Management Co. Ltd.
2$1690.0%Agg GrowthMediumGuangzhou, France2026-10-26
CKW Financial Group
2$00.0%ETFVery LowHonolulu, HI2026-10-29
Jnba Financial Advisors
1$850.0%ETFMediumBloomington, MN2026-11-03
DecisionPoint Financial, LLC
1$840.0%ETFVery LowMesa, AZ2026-10-27
Ascentis Independent Advisors
1$840.0%ETFLowDallas, TX2026-11-03
Nfsg Corp
1$850.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Monetary Solutions, Ltd
1$850.0%ETFVery LowDayton, OH2026-10-22
Godsey & Gibb, Inc
1$850.0%CoreLowRichmond, VA2026-10-14