Marathon Bancorp, Inc. (MBBC) shareholders
Close on Nov 12, 2026Market cap $44.85MP/E 22.6Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Marathon Bank Employee Stock Ownership Plan Trust | 254,445 | 8.66% | 13G (passive) | Jun 30, 2025 |
| Marathon Bank 401(k) Plan Trust | 193,211 | 6.57% | 13G (passive) | Jun 30, 2025 |
| AllianceBernstein L.P. | 153,238 | 5.20% | 13G (passive) | Dec 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of MBBC | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Raffles Associates LP | 215,328 | 7.15% | $3.29M | +107,664 | 1.44% |
| Alliancebernstein L.P. | 153,238 | 5.09% | $2.07M | – | 0.00% |
| Maltese Capital Management LLC | 145,298 | 4.83% | $2.22M | +198 | 0.40% |
| Vanguard Capital Management LLC | 76,027 | 2.53% | $1.16M | −571 | 0.00% |
| Minerva Advisors LLC | 55,750 | 1.85% | $851.86K | −3,226 | 0.54% |
| KLCM Advisors, Inc. | 34,320 | 1.14% | $524.41K | – | 0.04% |
| Stilwell Value LLC | 20,000 | 0.66% | $305.60K | – | 0.18% |
| Vanguard Fiduciary Trust Co | 11,514 | 0.38% | $175.93K | −4,920 | 0.00% |
| Citadel Advisors LLC | 10,984 | 0.36% | $167.84K | New | 0.00% |
| Geode Capital Management, LLC | 10,871 | 0.36% | $166.11K | New | 0.00% |
| BlackRock, Inc. | 8,357 | 0.28% | $127.70K | New | 0.00% |
| UBS Group AG | 89 | 0.00% | $1.36K | New | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 12 | 1M | 24.6% | 4 / 2 | 3 / 1 | 0M | 0M |
| Q1 2026 | 9 | 1M | 20.4% | 2 / 0 | 1 / 1 | 0M | 0M |
| Q4 2025 | 9 | 1M | 20.4% | 1 / 4 | 1 / 2 | 0M | 0M |
| Q3 2025 | 10 | 1M | 17.1% | 0 / 5 | 3 / 1 | 0M | 0M |
| Q2 2025 | 11 | 0M | 16.3% | 11 / 0 | 0 / 0 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
7 funds held MBBC in Q2 2026, 89% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of MBBC | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 55,400 | 1.84% | $846.51K | 0.00% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 18,940 | 0.63% | $289.40K | 0.00% | Jun 30, 2026 |
| iShares Micro-Cap ETF | 7,897 | 0.26% | $120.67K | 0.01% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 6,243 | 0.21% | $83.91K | 0.00% | May 31, 2026 |
| Fidelity Series Total Market Index Fund | 1,959 | 0.07% | $26.33K | 0.00% | May 31, 2026 |
| Vanguard Balanced Index Fund | 1,687 | 0.06% | $25.78K | 0.00% | Jun 30, 2026 |
| 1290 VT Micro Cap Portfolio | 460 | 0.02% | $7.03K | 0.00% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Nicholas W. Zillges | President and CEO, Director | 112,129 | 3.73% | Jun 30, 2026 |
| Nora Spatz | EVP and CAO | 74,045 | 2.46% | Sep 18, 2026 |
| Joy Selting-Buchberger | SVP and CFO | 28,725 | 0.95% | Jun 30, 2026 |
| Terry Cornish | SVP and CCO | 35,711 | 1.19% | Jun 30, 2026 |
| Michelle Knopf | EVP and COO | 30,131 | 1.00% | Jun 30, 2026 |
| Ann M. Werth | Director | 8,501 | 0.28% | Jun 16, 2026 |
| Amy Zientara | Director | 27,110 | 0.90% | Jun 16, 2026 |
| Thomas L. Grimm | Director | 28,678 | 0.95% | Jun 16, 2026 |
| Timothy R. Wimmer | Director | 20,246 | 0.67% | Jun 16, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Nora Spatz EVP and CAO | Sep 18, 2026 | Option exercise | +1,201 | $8.13 | $9.76K | 28,297 |
| Nora Spatz EVP and CAO | Sep 18, 2026 | Option exercise | +962 | $6.48 | $6.23K | 29,259 |
| Michelle Knopf EVP and COO | Jun 28, 2026 | Tax withholding | −225 | $15.49 | $3.49K | 8,557 |
| Joy Selting-Buchberger SVP and CFO | Jun 28, 2026 | Tax withholding | −522 | $15.49 | $8.09K | 4,760 |
| Nicholas W. Zillges President and CEO, Director | Jun 28, 2026 | Tax withholding | −1,269 | $15.49 | $19.66K | 55,936 |
| Nora Spatz EVP and CAO | Jun 28, 2026 | Tax withholding | −503 | $15.49 | $7.79K | 27,096 |
| Terry Cornish SVP and CCO | Jun 28, 2026 | Tax withholding | −247 | $15.49 | $3.83K | 6,256 |
| Nicholas W. Zillges President and CEO, Director | Jun 16, 2026 | Buy | +970 | $15.00 | $14.55K | 57,205 |
| Nicholas W. Zillges President and CEO, Director | Jun 15, 2026 | Award | +16,934 | – | – | 56,235 |
| Ann M. Werth Director | Jun 15, 2026 | Award | +3,386 | – | – | 8,501 |
| Michelle Knopf EVP and COO | Jun 15, 2026 | Award | +5,450 | – | – | 8,782 |
| Thomas L. Grimm Director | Jun 15, 2026 | Award | +3,386 | – | – | 6,384 |
| Terry Cornish SVP and CCO | Jun 15, 2026 | Award | +3,500 | – | – | 6,503 |
| Nora Spatz EVP and CAO | Jun 15, 2026 | Award | +6,450 | – | – | 27,599 |
| Amy Zientara Director | Jun 15, 2026 | Award | +3,386 | – | – | 27,110 |
| Timothy R. Wimmer Director | Jun 15, 2026 | Award | +3,386 | – | – | 6,384 |
| Nora Spatz EVP and CAO | Jun 10, 2026 | Buy | +602 | $14.75 | $8.88K | 39,520 |
| Terry Cornish SVP and CCO | Jun 10, 2026 | Buy | +219 | $14.75 | $3.23K | 27,205 |
| Nicholas W. Zillges President and CEO, Director | Jun 10, 2026 | Buy | +170 | $14.75 | $2.51K | 51,160 |
| Michelle Knopf EVP and COO | Jun 10, 2026 | Buy | +164 | $14.75 | $2.42K | 19,339 |
| Nora Spatz EVP and CAO | Jun 9, 2026 | Buy | +1,904 | $14.50 | $27.61K | 38,918 |
| Terry Cornish SVP and CCO | Jun 9, 2026 | Buy | +693 | $14.50 | $10.05K | 26,986 |
| Nicholas W. Zillges President and CEO, Director | Jun 9, 2026 | Buy | +537 | $14.50 | $7.79K | 50,990 |
| Michelle Knopf EVP and COO | Jun 9, 2026 | Buy | +519 | $14.50 | $7.53K | 19,175 |
| Nora Spatz EVP and CAO | Jun 8, 2026 | Buy | +197 | $14.24 | $2.81K | 37,014 |
| Terry Cornish SVP and CCO | Jun 8, 2026 | Buy | +71 | $14.24 | $1.01K | 26,293 |
| Nicholas W. Zillges President and CEO, Director | Jun 8, 2026 | Buy | +55 | $14.24 | $783 | 50,453 |
| Michelle Knopf EVP and COO | Jun 8, 2026 | Buy | +54 | $14.24 | $769 | 18,656 |
| Nora Spatz EVP and CAO | Jun 5, 2026 | Buy | +320 | $14.25 | $4.56K | 36,817 |
| Terry Cornish SVP and CCO | Jun 5, 2026 | Buy | +116 | $14.25 | $1.65K | 26,222 |
| Nicholas W. Zillges President and CEO, Director | Jun 5, 2026 | Buy | +90 | $14.25 | $1.28K | 50,398 |
| Michelle Knopf EVP and COO | Jun 5, 2026 | Buy | +87 | $14.25 | $1.24K | 18,602 |
| Nora Spatz EVP and CAO | Jun 4, 2026 | Buy | +74 | $13.77 | $1.02K | 34,497 |
| Terry Cornish SVP and CCO | Jun 4, 2026 | Buy | +27 | $13.77 | $372 | 26,106 |
| Nicholas W. Zillges President and CEO, Director | Jun 4, 2026 | Buy | +21 | $13.77 | $289 | 50,308 |
| Michelle Knopf EVP and COO | Jun 4, 2026 | Buy | +20 | $13.77 | $275 | 18,515 |
| Nora Spatz EVP and CAO | Jun 3, 2026 | Buy | +722 | $13.75 | $9.93K | 36,423 |
| Terry Cornish SVP and CCO | Jun 3, 2026 | Buy | +263 | $13.75 | $3.62K | 26,079 |
| Nicholas W. Zillges President and CEO, Director | Jun 3, 2026 | Buy | +203 | $13.75 | $2.79K | 50,287 |
| Michelle Knopf EVP and COO | Jun 3, 2026 | Buy | +197 | $13.75 | $2.71K | 18,495 |
| Nicholas W. Zillges President and CEO, Director | Jun 3, 2026 | Option exercise | +1,500 | $6.48 | $9.72K | 39,301 |
| Timothy R. Wimmer Director | Jun 3, 2026 | Option exercise | +899 | $6.48 | $5.83K | 13,862 |
| Timothy R. Wimmer Director | Jun 3, 2026 | Option exercise | +3,599 | $8.13 | $29.26K | 12,963 |
| Thomas L. Grimm Director | Jun 3, 2026 | Option exercise | +300 | $6.48 | $1.94K | 22,294 |
| Nora Spatz EVP and CAO | Jun 3, 2026 | Option exercise | +1,200 | $8.13 | $9.76K | 21,149 |
| Amy Zientara Director | Jun 3, 2026 | Option exercise | +3,599 | $8.13 | $29.26K | 22,825 |
| Amy Zientara Director | Jun 3, 2026 | Option exercise | +899 | $6.48 | $5.83K | 23,724 |
| Terry Cornish SVP and CCO | May 16, 2026 | Tax withholding | −41 | $14.50 | $595 | 3,003 |
| Nora Spatz EVP and CAO | May 16, 2026 | Tax withholding | −30 | $14.50 | $435 | 19,949 |
| Joy Selting-Buchberger SVP and CFO | May 16, 2026 | Tax withholding | −56 | $14.50 | $812 | 5,282 |
| Michelle Knopf EVP and COO | May 16, 2026 | Tax withholding | −86 | $14.50 | $1.25K | 3,332 |
| Ann M. Werth Director | May 5, 2026 | Option exercise | +899 | $8.13 | $7.31K | 4,516 |
| Ann M. Werth Director | May 5, 2026 | Option exercise | +599 | $6.48 | $3.88K | 5,115 |
| Thomas L. Grimm Director | Mar 20, 2026 | Option exercise | +599 | $6.48 | $3.88K | 21,994 |
| Thomas L. Grimm Director | Mar 20, 2026 | Option exercise | +3,599 | $8.13 | $29.26K | 21,395 |
| Nora Spatz EVP and CAO | Mar 18, 2026 | Option exercise | +1,921 | $6.48 | $12.45K | 19,979 |
| Nora Spatz EVP and CAO | Mar 18, 2026 | Option exercise | +2,399 | $8.13 | $19.50K | 18,058 |
| Nicholas W. Zillges President and CEO, Director | Feb 23, 2026 | Option exercise | +2,998 | $6.48 | $19.43K | 37,801 |
| Nicholas W. Zillges President and CEO, Director | Dec 2, 2025 | Discretionary | +24 | $11.30 | $271 | 50,084 |
| Nicholas W. Zillges President and CEO, Director | Dec 2, 2025 | Discretionary | +634 | $11.11 | $7.04K | 50,060 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Marathon Bancorp's stock actually held short. Settlement fails (shares not delivered on time) peaked at 226 shares on Oct 13, 2026 over the last 90 days.
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