MDLN — Medline Inc Com Cl A Institutional Holders · Q3 2026
Who owns Medline Inc Com Cl A (MDLN)? 14 institutions reported holding $19.96M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Douglas Lane & Associates, LLC ($19.2M), TrueWealth Advisors, LLC ($591,288), Versant Capital Management, Inc ($72,939).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Douglas Lane & Associates, LLC | $19.2M | 554,224 | Added |
| 2 | TrueWealth Advisors, LLC | $591,288 | 17,040 | New |
| 3 | Versant Capital Management, Inc | $72,939 | 2,102 | Added |
| 4 | GAMMA Investing LLC | $23,145 | 667 | Added |
| 5 | Farther Finance Advisors, LLC | $18,771 | 541 | Trimmed |
| 6 | TOTH FINANCIAL ADVISORY CORP | $14,540 | 419 | New |
| 7 | FIRST COMMUNITY TRUST NA | $6,940 | 200 | Hold |
| 8 | MassMutual Private Wealth & Trust, FSB | $2,429 | 70 | Trimmed |
| 9 | Davis Capital Management | $278 | 8 | Added |
| 10 | Planning Strategies Inc. | $208 | 6 | New |
| 11 | CoreCap Advisors, LLC | $139 | 4 | New |
| 12 | Overbrook Management Corp | $0 | 0 | Exited |
| 13 | WoodTrust Financial Corp | $0 | 0 | Exited |
| 14 | ELEVATION WEALTH PARTNERS, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30