MIAX MIAMI INTERNATIONAL HOLDINGS, INC.

NEUTRAL Impact: 3/10 Institutional Cluster
Horizon weeks Processed 3d 22h ago
Institutional cluster: 4 buyers, 1 sellers (bullish)

Executive Summary

Four mega-passive institutional investors (Vanguard, BlackRock, State Street, Fidelity) collectively added $102.6M in MIAX shares during Q4 2025, while Morgan Stanley trimmed $11.2M. The buying is dominated by index-fund rebalancing, not active manager conviction, and the 45-day disclosure lag means positions may have already been adjusted. The cluster signals passive accumulation but lacks the active-manager catalyst that typically drives outsized returns.

Key Financial Metrics

Direction
accumulating
Buy Value
$189.0M
Sell Value
$21.0M
Net Flow
$102.6M

Institutional Positions

Net institutional flow: $102.6M

▲ Buyers (4)

InstitutionActionChangePosition ValueValue Δ
Vanguard ADD +39.5% $85.6M $29.9M
BlackRock DOUBLED +147.8% $77.8M $49.3M
State Street DOUBLED +921.1% $25.6M $23.3M
Fidelity DOUBLED +1866.7% $65.0K $62.0K

▼ Sellers (1)

InstitutionActionChangePrev ValueValue Δ
Morgan Stanley TRIM -57.6% $21.0M -$11.2M

Actionable Insight

The cluster is dominated by passive rebalancing, not active conviction. Monitor for any subsequent 13F filings or activist 13D to confirm a catalyst. The 45-day lag means the buying may have already been reversed — check recent price action for signs of distribution.

Key Facts

  • 4 mega-passive buyers added $102.6M net; 1 seller reduced by $11.2M
  • BlackRock doubled its position (+147.8%) to $77.8M; State Street added 921.1% to $25.6M
  • All buyers are passive/index-fund managers — no active hedge fund or activist involvement
  • Morgan Stanley trimmed 57.6% of its position, selling $11.2M
  • 13F data reflects Q4 2025 quarter-end positions, filed with ~45-day lag

Financial Impact

Net institutional accumulation of $102.6M across 4 buyers, offset by $11.2M in selling from Morgan Stanley

institutional ownershipfloat

Risk Factors

  • Passive buying may be index-driven and not reflect fundamental thesis
  • 45-day disclosure lag: positions may have been unwound since quarter-end
  • Morgan Stanley's trim could signal institutional rotation ahead of known headwinds

Market Snapshot

Exchange
NYSE
Sector
Security Brokers, Dealers & Flotation Companies
Analyst Consensus
67% bullish (12 analysts)

Documents Analyzed

This report is based on 1 institutional 13F filing from SEC EDGAR.

DocumentAccession Number
INST-CLUSTER Data (Synthetic)inst-cluster-MIAX-2025-Q4
21 reports for MIAX
Performance horizon
100% Hit rate 5 of 5 directional calls best @ T+5▲ +10.93%May 6, 2026
Filters
Rows
Reports for MIAX — sortable, filterable
Type Now
Jun 12, 2026
2d ago
Insider Cluster
NEUTRAL ★ 3/10
$43.34 awaiting T+20awaiting T+20
Jun 11, 2026
3d ago
Institutional Cluster
BULLISH ★ 4/10
$40.78 awaiting T+20awaiting T+20
Jun 11, 2026
3d ago
Institutional Cluster
NEUTRAL ★ 3/10
$40.78 awaiting T+20awaiting T+20
Jun 4, 2026
10d ago
Insider Cluster
NEUTRAL ★ 4/10
$39.80 awaiting T+20awaiting T+20
Jun 4, 2026
10d ago
Insider Cluster
BEARISH ★ 5/10
$39.80 awaiting T+20awaiting T+20
Jun 4, 2026
10d ago
Insider Cluster
NEUTRAL ★ 4/10
$39.80 awaiting T+20awaiting T+20
Jun 4, 2026
10d ago
Insider Cluster
NEUTRAL ★ 3/10
$39.80 awaiting T+20awaiting T+20
May 6, 2026
5w ago
8-K
BULLISH ★ 7/10
$49.77 $40.33▼ −18.97%▼ −22.10%
May 4, 2026
6w ago
Insider Cluster
NEUTRAL ★ 4/10
$47.31 $46.10▼ −2.56%▼ −8.20%
May 4, 2026
6w ago
Insider Cluster
BEARISH ★ 6/10
$47.31 $46.10▲ +2.56%▲ +8.20%
Showing 10 of 21

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