Milestone Scientific Inc.: which funds bought and sold

Institutions that bought and sold Milestone Scientific shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 8 institutions that filed 13F reports for both quarters added to or opened positions in Milestone Scientific, and 8 cut or closed them. Together they added a net 165K shares, +3.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 193K shares (−55.4%); index fund managers were net buyers of 402K shares (+12.4%). 1 opened a new position and 4 sold out entirely.

Bought, Q2 2026 8 institutions, 1 of them new holders Sold, Q2 2026 8 institutions, 4 of them sold out

Net change, all compared +165K shares (+3.6%)

Net change, active managers −193K shares (−55.4%), 0 bought, 2 sold

Buyers versus sellers

institutions compared, 32

8 bought 16 8 sold

Active managers and hedge funds 0 bought · 2 sold · −193K

Index fund managers 5 bought · 0 sold · +402K

Other institutions 3 bought · 6 sold · −43K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Vanguard Fiduciary Trust Co Index funds	+143K +44.4%	464K	$149,088
State Street Corp Index funds	+125K +89.4%	265K	$85,028
Nfsg Corp	+100K +243.9%	141K	$45,261
Vanguard Capital Management LLC Index funds	+87K +4.4%	2.1M	$665,486
Geode Capital Management, LLC Index funds	+27K +4.4%	644K	$206,652
Northern Trust Corp Index funds	+20K +18.2%	133K	$42,715
Virtu Financial LLC	+10K +41.1%	35K	$11,000
Barclays PLC	+761 New position	761	$244

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
None of the active managers on our list.

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Citadel Advisors LLC Hedge fund	−167K Sold out	0	—
UBS Group AG	−54K −86.3%	8,590	$2,757
Brookwood Investment Group LLC	−49K Sold out	0	—
Renaissance Technologies LLC Hedge fund	−26K −31.8%	56K	$18,071
Two Sigma Securities, LLC	−21K Sold out	0	—
Susquehanna International Group, LLP	−17K Sold out	0	—
Xtx Topco Ltd	−11K −23.2%	35K	$11,185
Morgan Stanley	−2,500 −45.4%	3,011	$967

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Citadel Advisors LLC Hedge fund	−167K Sold out	0	—
Renaissance Technologies LLC Hedge fund	−26K −31.8%	56K	$18,071

New positions

largest by value

Institution	Shares	Value June 30, 2026
Barclays PLC	761	$244

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Citadel Advisors LLCHedge fund	167K	$48,135
Brookwood Investment Group LLC	49K	$14,141
Two Sigma Securities, LLC	21K	$6,139
Susquehanna International Group, LLP	17K	$4,949

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 29
Ten largest holders: 88.7%
Index fund managers: 77.5%
Active managers and hedge funds: 3.3%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	0	2	0	1	−193K	−55.4%
Index fund managers	5	0	0	0	+402K	+12.4%
Other institutions	3	6	1	3	−43K	−4.7%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Milestone Scientific.

Only managers that filed a holdings report for both quarters are compared (32 here). 1 other holder is left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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