Avidbank Holdings Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 05/06/2026 | 1.05 M | $29.95 M | 0.00% | 13.95% | |
| FOURTHSTONE LLC | 05/15/2026 | 1.05 M | $29.83 M | -4.07% | 13.89% |
| ALLIANCEBERNSTEIN L.P. | 05/15/2026 | 888.28 K | $23.59 M | 1.72% | 11.79% |
| ENDEAVOUR CAPITAL ADVISORS INC | 05/11/2026 | 708.49 K | $20.19 M | 1.52% | 9.40% |
| BANC FUNDS CO LLC | 05/14/2026 | 665.10 K | $18.96 M | 11.51% | 8.83% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 05/15/2026 | 452.04 K | $12.88 M | 105.18% | 6.00% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 05/15/2026 | 421.58 K | $12.02 M | -0.73% | 5.60% |
| 05/15/2026 | 339.32 K | $9.67 M | 100.00% | 4.50% | |
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2026 | 326.72 K | $9.31 M | -4.49% | 4.34% |
| BLACKROCK, INC. | 05/13/2026 | 222.60 K | $6.34 M | 6.56% | 2.95% |
| MENDON CAPITAL ADVISORS CORP | 05/15/2026 | 219.68 K | $6.26 M | -6.34% | 2.92% |
| RMB CAPITAL MANAGEMENT, LLC | 05/15/2026 | 200.00 K | $5.70 M | -6.92% | 2.65% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 05/14/2026 | 197.34 K | $5.62 M | 28.56% | 2.62% |
| MALTESE CAPITAL MANAGEMENT LLC | 05/15/2026 | 176.20 K | $5.02 M | -42.23% | 2.34% |
| NORTH REEF CAPITAL MANAGEMENT LP | 05/15/2026 | 123.02 K | $3.51 M | -0.52% | 1.63% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 121.65 K | $3.47 M | 3.78% | 1.61% |
| FRANKLIN RESOURCES INC | 05/13/2026 | 119.24 K | $3.40 M | -4.94% | 1.58% |
| EJF CAPITAL LLC | 05/13/2026 | 113.53 K | $3.24 M | -2.45% | 1.51% |
| JACOBS ASSET MANAGEMENT, LLC | 05/15/2026 | 88.89 K | $2.53 M | -34.16% | 1.18% |
| MORGAN STANLEY | 05/15/2026 | 77.51 K | $2.21 M | 261.74% | 1.03% |
| STATE STREET CORP | 05/15/2026 | 69.50 K | $1.98 M | 187.87% | 0.92% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2026 | 69.36 K | $1.98 M | 367.42% | 0.92% |
| ELIZABETH PARK CAPITAL ADVISORS, LTD. | 05/14/2026 | 61.55 K | $1.75 M | 207.76% | 0.82% |
| MIRACLE MILE ADVISORS, LLC | 04/08/2026 | 54.20 K | $1.54 M | -16.87% | 0.72% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 52.94 K | $1.51 M | 100.00% | 0.70% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 52.05 K | $1.48 M | -28.99% | 0.69% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 48.35 K | $1.38 M | 100.00% | 0.64% |
| CITADEL ADVISORS LLC | 05/15/2026 | 36.63 K | $1.04 M | -38.52% | 0.49% |
| COLONY GROUP, LLC | 05/15/2026 | 36.39 K | $1.04 M | 0.07% | 0.48% |
| NORTHERN TRUST CORP | 05/14/2026 | 29.64 K | $844.71 K | 9.14% | 0.39% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 25.16 K | $716.97 K | -1.25% | 0.33% |
| PRUDENTIAL FINANCIAL INC | 05/13/2026 | 21.33 K | $607.91 K | 100.00% | 0.28% |
| HSBC HOLDINGS PLC | 04/30/2026 | 18.40 K | $526.83 K | 100.00% | 0.24% |
| 05/08/2026 | 17.01 K | $484.81 K | 100.00% | 0.23% | |
| TREXQUANT INVESTMENT LP | 05/15/2026 | 16.94 K | $482.79 K | 100.00% | 0.22% |
| STATE OF WISCONSIN INVESTMENT BOARD | 05/15/2026 | 16.08 K | $458.25 K | 100.00% | 0.21% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 14.38 K | $409.80 K | 100.00% | 0.19% |
| UBS GROUP AG | 05/05/2026 | 13.35 K | $380.36 K | -52.50% | 0.18% |
| BARCLAYS PLC | 05/15/2026 | 12.99 K | $370.19 K | 180.96% | 0.17% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2026 | 12.50 K | $356.25 K | 0.00% | 0.17% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 12.45 K | $354.80 K | 0.04% | 0.17% |
| EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT | 05/04/2026 | 10.60 K | $302.10 K | 0.00% | 0.14% |
| BREVAN HOWARD CAPITAL MANAGEMENT LP | 05/15/2026 | 10.35 K | $295.00 K | 100.00% | 0.14% |
| GHISALLO CAPITAL MANAGEMENT LLC | 05/15/2026 | 10.00 K | $285.00 K | 0.00% | 0.13% |
| AXQ CAPITAL, LP | 05/13/2026 | 9.92 K | $282.83 K | 100.00% | 0.13% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 9.55 K | $272.06 K | -10.79% | 0.13% |
| ACADIAN ASSET MANAGEMENT LLC | 05/13/2026 | 9.15 K | $259.00 K | -54.22% | 0.12% |
| OCCUDO QUANTITATIVE STRATEGIES LP | 05/15/2026 | 8.76 K | $259.65 K | 100.00% | 0.12% |
| ELCO MANAGEMENT CO., LLC | 04/24/2026 | 8.59 K | $244.84 K | 0.00% | 0.11% |
| BNP PARIBAS ARBITRAGE, SNC | 05/12/2026 | 8.53 K | $242.96 K | 1,079.11% | 0.11% |
Avidbank Holdings Inc institutional Ownership - FAQ's
During the previous two years, 93 institutional investors and hedge funds held shares of Avidbank Holdings Inc. The most heavily invested institutionals were:
Fourthstone LLC: 1.05 M
ALLIANCEBERNSTEIN L.P.: 888,281
ENDEAVOUR CAPITAL ADVISORS INC: 708,491
BANC FUNDS CO LLC: 665,100
ADAGE CAPITAL PARTNERS GP, L.L.C.: 452,035
MANUFACTURERS LIFE INSURANCE COMPANY, THE: 421,584
111.55% of Avidbank Holdings Inc stock is owned by institutional investors.
Institutional investors have bought a total of 7.24 M shares in the last 24 months. This purchase volume represents approximately $203.29 M in transactions.