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Vanguard Portfolio Management (MOH) reports 2.8M shares, 5.37% stake

(Moderate)
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

Vanguard Portfolio Management reports beneficial ownership of 2,801,121 shares of Molina Healthcare Inc. Common Stock, representing 5.37% of the class as of 03/31/2026. The filing attributes sole dispositive power over 2,801,121 shares and sole voting power over 10,150 shares.

The filing states holdings include securities held by Vanguard funds and accounts over which Vanguard Portfolio Management LLC and listed affiliates exercise dispositive power. Ownership is reported on Schedule 13G and the signature is dated 04/29/2026.

Positive

  • None.

Negative

  • None.

Insights

Vanguard holds a notable passive stake of 5.37% in Molina Healthcare as of 03/31/2026.

Schedule 13G filings report passive, non‑voting intent under applicable SEC rules; here Vanguard reports sole dispositive power over 2,801,121 shares and limited sole voting power of 10,150 shares. The statement clarifies holdings include various Vanguard funds and managed accounts.

Key dependencies include portfolio allocations by Vanguard funds and any future amendments if ownership or voting/dispositive powers change. Subsequent filings would show material shifts in percentage ownership.

Filing presents customary disclosure and affiliate attribution language for a large investment manager.

The Schedule 13G uses the standard SEC Release No. 34-39538 attribution method to consolidate positions held by Vanguard Portfolio Management LLC and specified affiliates. It indicates no single other person holds >5% of the class within the reported accounts.

Governance implications: voting influence is limited relative to dispositive control; any shift to active intent would require a Form 13D amendment. Watch for future amendments if voting intent or percentage crosses material thresholds.

Shares beneficially owned 2,801,121 shares as of 03/31/2026
Percent of class 5.37% percentage of Molina Healthcare common stock
Sole voting power 10,150 shares shares for which Vanguard has sole vote authority
Sole dispositive power 2,801,121 shares shares Vanguard can direct disposition of
Schedule 13G regulatory
"reports beneficial ownership of 2,801,121 shares"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
beneficially owned regulatory
"reflects the securities beneficially owned, or deemed to be beneficially owned"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole dispositive power regulatory
"Sole power to dispose or to direct the disposition of: 2801121"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
SEC Release No. 34-39538 regulatory
"In accordance with SEC Release No. 34-39538 (January 12, 1998)"

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

What stake does Vanguard hold in Molina Healthcare (MOH)?

Vanguard Portfolio Management reports ownership of 2,801,121 shares, equal to 5.37%. The Schedule 13G shows this position as of 03/31/2026 and attributes dispositive power to Vanguard and specified affiliates, with limited sole voting power of 10,150 shares.

Does Vanguard have voting control over MOH shares?

Vanguard reports sole voting power for 10,150 shares only. The filing shows sole dispositive power for 2,801,121 shares, meaning Vanguard directs sales decisions for those shares while voting power is concentrated in a much smaller subset.

What does Schedule 13G signify for MOH ownership?

Schedule 13G indicates a passive, large beneficial owner disclosure. Vanguard filed under the passive-investor disclosure regime, reporting beneficial ownership and dispositive/voting powers without asserting an active intent to influence control.

When was the ownership level reported and signed?

The ownership is reported as of 03/31/2026 and the filing is signed on 04/29/2026. The filing's dates tie the share counts and percentage to that reporting period and the signature certifies the disclosure.





60855R100

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G




Comment for Type of Reporting Person: In accordance with SEC Release No. 34-39538 (January 12, 1998), this Schedule 13G reflects the securities beneficially owned, or deemed to be beneficially owned, by Vanguard Portfolio Management LLC and the following affiliates of Vanguard Portfolio Management LLC or business divisions of such affiliates: Vanguard Fiduciary Trust Company and Vanguard Global Advisers, LLC. This Schedule 13G includes securities held by Vanguard funds, or sleeves thereof, over which Vanguard Portfolio Management LLC exercises dispositive power, in addition to securities held by clients over which the affiliates or business divisions of such affiliates indicated above exercise dispositive and/or voting power. This Schedule 13G does not include securities, if any, beneficially owned by other subsidiaries or affiliates of Vanguard Portfolio Management LLC, or business divisions of such subsidiaries whose ownership of securities is disaggregated from that of the reporting business unit in accordance with such release.


SCHEDULE 13G



Vanguard Portfolio Management
Signature:Ashley Grim
Name/Title:Head of Global Fund Administration
Date:04/29/2026