FORD MTR CO

Ford Motor Company (ticker F, CUSIP 345370860) is the second-largest U.S. automaker by volume, known for its F-150 pickup trucks, Ford brand passenger vehicles, Lincoln luxury vehicles, and long-duration investments in electric-vehicle platforms including the Mustang Mach-E, F-150 Lightning, and commercial transit EVs. The 13F institutional base for Ford is modest: ten institutions reported $2.20M in aggregate Q2 2026, with community-bank holders providing the largest positions. Hilltop National Bank is the largest holder at $1.11M and 79,786 shares, having added 2,559 shares (+$218K value increase, implying positive stock-price momentum during the quarter). Hot on its heels, Eastern Bank held 46,891 shares flat but saw $111K in value appreciation. Versant Capital Management added 1,394 shares — growing from 11,714 to 13,108 — a meaningful conviction add from a manager with a history of building cyclical positions. MassMutual Private Wealth & Trust reduced from 15,946 to 12,289 shares, a 3,657-share reduction of -$13.2K, reflecting a profit-taking trade against a modestly declining stock-price backdrop. CX Institutional trimmed by 5,460 shares on the same book. Kerr Financial and Cedar Mountain held or grew by nominal amounts. The net read: two clear buyers (Hilltop, Versant) offset by two clear sellers (MassMutual, CX), with Eastern and several smaller holders flat.