MATTHEWS INTERNATIONAL FUNDS - MINV
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALTFEST L J & CO INC | History | Reduced | 964,057 | 34,036 | 3.73% | 4.0% | 1 | -690 | -0.07% | Q4 2025 | Jan 23, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 78,028 | 2,755 | 0.07% | 0.07% | 2 | +1,817 | 2.38% | Q4 2025 | Jan 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 50,197 | 1,772 | 0.0% | 0.0% | 3 | +22,566 | 81.67% | Q4 2025 | Feb 05, 2026 |
| New Insight Wealth Advisors | History | Reduced | 42,025 | 1,483 | 0.53% | 0.6% | 4 | -672 | -1.57% | Q4 2025 | Feb 17, 2026 |
| J.E. Simmons & Co., P.C. | History | New | 36,420 | 1,285 | 0.83% | — | 5 | +36,420 | New | Q4 2025 | Feb 13, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 26,502 | 935 | 0.02% | — | 6 | +26,502 | New | Q4 2025 | Feb 17, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 24,126 | 852 | 0.03% | — | 7 | +24,126 | New | Q4 2025 | Feb 13, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Added to | 15,903 | 561 | 0.09% | 0.09% | 8 | +239 | 1.53% | Q4 2025 | Jan 12, 2026 |
| Matisse Capital | History | No change | 15,023 | 530 | 0.24% | 0.25% | 9 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| QUANTIFY CHAOS ADVISORS, LLC | History | New | 8,890 | 313 | 0.95% | — | 10 | +8,890 | New | Q4 2025 | Feb 06, 2026 |
| JANE STREET GROUP, LLC | History | New | 8,652 | 305 | 0.0% | — | 11 | +8,652 | New | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 5,391 | 190 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Sankala Group LLC | History | New | 2,707 | 111 | 0.09% | — | 13 | +2,707 | New | Q4 2025 | Mar 02, 2026 |
| MORGAN STANLEY | History | New | 473 | 16 | 0.0% | — | 14 | +473 | New | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | New | 147 | 5 | 0.0% | — | 15 | +147 | New | Q4 2025 | Mar 16, 2026 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,811 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,691 | -100.0% | Q3 2025 | Nov 18, 2025 |