MATTHEWS INTERNATIONAL FUNDS - MCH
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| OLD MISSION CAPITAL LLC | History | Added to | 117,375 | 3,089 | 0.05% | 0.06% | 1 | +27,450 | 30.53% | Q1 2026 | May 15, 2026 |
| Welch Financial Planning, LLC | History | No change | 79,924 | 2,103 | 1.51% | 1.64% | 2 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Summit Place Financial Advisors, LLC | History | Added to | 73,845 | 1,943 | 0.93% | 0.86% | 3 | +10,925 | 17.36% | Q1 2026 | May 01, 2026 |
| Merkkuri Wealth Advisors LLC | History | Added to | 71,289 | 1,876 | 1.24% | 1.35% | 4 | +900 | 1.28% | Q1 2026 | Apr 21, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 27,389 | 721 | 0.0% | 0.0% | 5 | -1,303 | -4.54% | Q1 2026 | May 15, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 19,072 | 543 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| J.E. Simmons & Co., P.C. | History | Reduced | 19,252 | 506 | 0.34% | 0.5% | 7 | -8,037 | -29.45% | Q1 2026 | Apr 21, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 16,258 | 427 | 0.0% | 0.0% | 8 | -421 | -2.52% | Q1 2026 | Apr 30, 2026 |
| CITADEL ADVISORS LLC | History | New | 14,833 | 390 | 0.0% | — | 9 | +14,833 | New | Q1 2026 | May 15, 2026 |
| Integrity Wealth Solutions LLC | History | No change | 11,642 | 306 | 0.12% | 0.13% | 10 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| JANE STREET GROUP, LLC | History | New | 8,968 | 236 | 0.0% | — | 11 | +8,968 | New | Q1 2026 | May 12, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 8,868 | 233 | 0.02% | 0.03% | 12 | -1,099 | -11.03% | Q1 2026 | Apr 28, 2026 |
| UBS Group AG | History | No change | 7,321 | 192 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Farther Finance Advisors, LLC | History | No change | 2,540 | 67 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,500 | 39 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 200 | 5 | 0.0% | 0.0% | 16 | -300 | -60.0% | Q1 2026 | May 15, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | Apr 23, 2026 |
| MORGAN STANLEY | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |