Avidbank Holdings Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| FOURTHSTONE LLC | 02/13/2026 | 1.09 M | $28.98 M | 4.69% | 14.48% |
| 02/10/2026 | 1.05 M | $27.91 M | 0.00% | 13.95% | |
| ALLIANCEBERNSTEIN L.P. | 02/17/2026 | 873.23 K | $23.19 M | 2.24% | 11.59% |
| ENDEAVOUR CAPITAL ADVISORS INC | 02/09/2026 | 697.89 K | $18.54 M | 0.00% | 9.26% |
| BANC FUNDS CO LLC | 02/12/2026 | 596.43 K | $15.84 M | -11.99% | 7.92% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 02/13/2026 | 424.69 K | $11.28 M | -0.30% | 5.64% |
| WELLINGTON MANAGEMENT GROUP LLP | 02/17/2026 | 342.07 K | $9.09 M | -31.40% | 4.54% |
| MALTESE CAPITAL MANAGEMENT LLC | 02/17/2026 | 305.00 K | $8.10 M | 38.64% | 4.05% |
| MENDON CAPITAL ADVISORS CORP | 02/18/2026 | 234.55 K | $6.23 M | -21.20% | 3.11% |
| VANGUARD GROUP INC | 01/29/2026 | 220.66 K | $5.86 M | 65.46% | 2.93% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 02/17/2026 | 220.32 K | $5.85 M | 15.76% | 2.92% |
| RMB CAPITAL MANAGEMENT, LLC | 02/17/2026 | 214.88 K | $5.71 M | -11.13% | 2.85% |
| BLACKROCK, INC. | 02/12/2026 | 208.89 K | $5.55 M | 111.48% | 2.77% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 02/04/2026 | 153.50 K | $4.08 M | 80.59% | 2.04% |
| JACOBS ASSET MANAGEMENT, LLC | 02/13/2026 | 135.00 K | $3.59 M | -7.61% | 1.79% |
| FRANKLIN RESOURCES INC | 02/11/2026 | 125.44 K | $3.33 M | -2.11% | 1.67% |
| NORTH REEF CAPITAL MANAGEMENT LP | 02/17/2026 | 123.67 K | $3.28 M | -12.60% | 1.64% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 117.22 K | $3.11 M | 57.16% | 1.56% |
| EJF CAPITAL LLC | 02/17/2026 | 116.38 K | $3.09 M | 4.98% | 1.54% |
| BOOTHBAY FUND MANAGEMENT, LLC | 02/17/2026 | 96.67 K | $2.57 M | -29.70% | 1.28% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 73.29 K | $1.95 M | 90.88% | 0.97% |
| MIRACLE MILE ADVISORS, LLC | 02/02/2026 | 65.20 K | $1.73 M | -8.43% | 0.87% |
| CITADEL ADVISORS LLC | 02/17/2026 | 59.57 K | $1.58 M | 633.37% | 0.79% |
| PMC FIG OPPORTUNITIES LLC | 02/17/2026 | 39.29 K | $1.04 M | -58.08% | 0.52% |
| COLONY GROUP, LLC | 02/13/2026 | 36.36 K | $965.78 K | -16.14% | 0.48% |
| UBS GROUP AG | 01/29/2026 | 28.09 K | $746.18 K | -14.88% | 0.37% |
| NORTHERN TRUST CORP | 02/17/2026 | 27.16 K | $721.26 K | 77.44% | 0.36% |
| KENNEDY CAPITAL MANAGEMENT LLC | 02/13/2026 | 26.14 K | $694.23 K | 0.00% | 0.35% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 25.48 K | $676.64 K | 100.00% | 0.34% |
| STATE STREET CORP | 02/13/2026 | 24.14 K | $641.27 K | 100.00% | 0.32% |
| MORGAN STANLEY | 02/13/2026 | 21.43 K | $569.10 K | 265.96% | 0.28% |
| ELIZABETH PARK CAPITAL ADVISORS, LTD. | 02/17/2026 | 20.00 K | $531.20 K | 0.00% | 0.27% |
| ACADIAN ASSET MANAGEMENT LLC | 02/10/2026 | 19.99 K | $529.00 K | 100.00% | 0.27% |
| TWO SIGMA ADVISERS, LP | 02/17/2026 | 19.60 K | $520.58 K | 100.00% | 0.26% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/17/2026 | 14.84 K | $394.12 K | 100.00% | 0.20% |
| PERSISTENT ASSET PARTNERS LTD | 02/17/2026 | 14.03 K | $372.72 K | -53.43% | 0.19% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/17/2026 | 12.50 K | $332.00 K | 100.00% | 0.17% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 12.44 K | $330.51 K | 25.14% | 0.17% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 10.70 K | $284.19 K | 100.00% | 0.14% |
| EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT | 01/16/2026 | 10.60 K | $281.54 K | 0.00% | 0.14% |
| GHISALLO CAPITAL MANAGEMENT LLC | 02/17/2026 | 10.00 K | $265.60 K | 0.00% | 0.13% |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 02/17/2026 | 9.62 K | $255.59 K | 100.00% | 0.13% |
| CERITY PARTNERS LLC | 02/11/2026 | 8.90 K | $236.38 K | 0.00% | 0.12% |
| ELCO MANAGEMENT CO., LLC | 02/04/2026 | 8.59 K | $228.18 K | -44.63% | 0.11% |
| BETTERWEALTH, LLC | 01/15/2026 | 8.48 K | $225.34 K | 0.00% | 0.11% |
| CALDWELL SUTTER CAPITAL, INC. | 01/30/2026 | 5.50 K | $146.08 K | 0.00% | 0.07% |
| BARCLAYS PLC | 02/13/2026 | 4.62 K | $122.79 K | 100.00% | 0.06% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 3.25 K | $86.37 K | 100.00% | 0.04% |
| RHUMBLINE ADVISERS | 02/13/2026 | 2.12 K | $56.17 K | 100.00% | 0.03% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 1.82 K | $48.37 K | 2,935.00% | 0.02% |
Avidbank Holdings Inc institutional Ownership - FAQ's
During the previous two years, 75 institutional investors and hedge funds held shares of Avidbank Holdings Inc. The most heavily invested institutionals were:
Miracle Mile Advisors, LLC: 54,200
HSBC HOLDINGS PLC: 18,395
UBS Group AG: 13,346
HighTower Advisors, LLC: 12,449
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management: 10,600
ELCO Management Co., LLC: 8,591
105.90% of Avidbank Holdings Inc stock is owned by institutional investors.
Institutional investors have bought a total of 6.94 M shares in the last 24 months. This purchase volume represents approximately $194.94 M in transactions.