The unanimous buying by 15 active asset managers suggests a shared thesis around Monster Beverage's competitive position or growth trajectory. Monitor upcoming earnings for revenue trends and market share data to validate the thesis. The 45-day reporting lag means positions may have been adjusted since quarter-end.
Executive Summary
Fifteen institutional investors increased their positions in Monster Beverage Corp during Q3 2026, with aggregate current holdings of $695.1M. The cluster is entirely composed of buyers, with no sellers, indicating a strong consensus bullish thesis. The largest additions came from Ninety One UK (adding $545.4M position) and Fort Washington Investment Advisors ($64.3M position). The net dollar change across all buyers was -$173.3M, reflecting the stock's price decline during the quarter rather than conviction selling.
Key Financial Metrics
Institutional Positions
Net institutional flow: -$173.3M
▲ Buyers (15)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Ninety One Uk | ADD | +89.1% | $545.4M | -$120.7M |
| Fort Washington Investment Advisors | ADD | +50.4% | $64.3M | -$34.4M |
| Fjarde Ap-Fonden /Fourth Swedish National | ADD | +73.8% | $41.3M | -$13.6M |
| Concurrent Investment Advisors | DOUBLED | +148.8% | $6.3M | $3.4M |
| Ifm Investors Pty | ADD | +97.1% | $13.2M | -$2.3M |
Key Facts
- 15 institutional buyers, 0 sellers in Q3 2026
- Aggregate current holdings: $695.1M
- Net dollar change across all positions: -$173.3M (driven by stock price decline, not share reduction)
- Ninety One UK added 6.18M shares (+89.1%), now holding $545.4M position
- Concurrent Investment Advisors doubled its position (+148.8%) to $6.3M
- All buyers are active asset managers — no passive/index fund dominance
Financial Impact
15 institutions accumulated positions totaling $695.1M in current value, with the largest single addition being Ninety One UK's $545.4M stake. No institutional selling was recorded.
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound since quarter-end
- Net dollar value declined $173.3M due to stock price drop, not share reduction — but the price decline itself may reflect deteriorating fundamentals
- No insider buying corroboration provided; institutional signal alone is weaker
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-MNST-2026-Q3 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 today | Institutional Cluster | $45.80 | awaiting T+1 | — | — |
Oct 23, 2026 4d ago | Institutional Cluster | $46.19 $46.44 | ▲ +0.54% | ▼ −0.17% | — |
Sep 25, 2026 4w ago | 8-K | $41.86 $41.74 | ▼ −0.29% | ▼ −0.10% | — |
May 15, 2026 23w ago | Insider Cluster | $44.27 $43.18 | ▼ −2.47% | ▼ −1.81% | — |
May 15, 2026 23w ago | Press Release | $44.27 $43.18 | ▼ −2.47% | ▼ −1.81% | — |
May 7, 2026 24w ago | 8-K | $86.29 $86.41 | ▲ +0.14% | ▼ −0.09% | — |
Apr 30, 2026 25w ago | Press Release | $77.07 $77.12 | ▲ +0.06% | ▼ −0.15% | — |
Mar 27, 2026 30w ago | DEFA14A | $71.83 $71.32 | ▼ −0.71% | ▼ −0.35% | — |
US Market Status
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