Avidbank Holdings Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| PATRIOT FINANCIAL PARTNERS GP II, L.P. | 08/13/2026 | 1.05 M | $34.71 M | 0.00% | 9.91% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2026 | 883.42 K | $25.18 M | -0.55% | 8.33% |
| FOURTHSTONE LLC | 08/14/2026 | 700.82 K | $23.15 M | -33.04% | 6.61% |
| BANC FUNDS CO LLC | 08/13/2026 | 668.10 K | $22.07 M | 0.45% | 6.30% |
| ENDEAVOUR CAPITAL ADVISORS INC | 08/07/2026 | 658.71 K | $21.76 M | -7.03% | 6.21% |
| BLACKROCK, INC. | 08/07/2026 | 591.28 K | $19.53 M | 165.63% | 5.57% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 08/14/2026 | 493.14 K | $16.29 M | 9.09% | 4.65% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 09/09/2026 | 372.76 K | $12.31 M | -11.58% | 3.51% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 362.95 K | $11.99 M | 6.97% | 3.42% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2026 | 308.44 K | $10.19 M | -5.59% | 2.91% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 08/24/2026 | 284.04 K | $9.38 M | 43.93% | 2.68% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 262.30 K | $8.66 M | 403.98% | 2.47% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 214.08 K | $7.07 M | 75.99% | 2.02% |
| MENDON CAPITAL ADVISORS CORP | 08/11/2026 | 190.86 K | $6.30 M | -13.12% | 1.80% |
| CURI CAPITAL, LLC | 08/14/2026 | 181.35 K | $5.99 M | -9.33% | 1.71% |
| STATE STREET CORP | 09/22/2026 | 137.42 K | $4.54 M | 97.72% | 1.30% |
| MORGAN STANLEY | 08/13/2026 | 127.19 K | $4.20 M | 64.09% | 1.20% |
| EJF CAPITAL LP | 08/13/2026 | 109.35 K | $3.61 M | -3.68% | 1.03% |
| FRANKLIN TEMPLETON INC | 08/13/2026 | 108.44 K | $3.58 M | -9.06% | 1.02% |
| CITADEL ADVISORS LLC | 09/02/2026 | 84.83 K | $2.80 M | 131.62% | 0.80% |
| UBS GROUP AG | 08/13/2026 | 80.78 K | $2.67 M | 505.26% | 0.76% |
| MALTESE CAPITAL MANAGEMENT LLC | 08/14/2026 | 80.00 K | $2.64 M | -54.60% | 0.75% |
| JACOBS ASSET MANAGEMENT, LLC | 08/14/2026 | 71.92 K | $2.38 M | -19.09% | 0.68% |
| NORTHERN TRUST CORP | 08/13/2026 | 67.60 K | $2.23 M | 128.07% | 0.64% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 62.27 K | $2.06 M | 266.04% | 0.59% |
| ELIZABETH PARK CAPITAL ADVISORS, LTD. | 08/13/2026 | 61.55 K | $2.03 M | 0.00% | 0.58% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 59.80 K | $1.98 M | -13.79% | 0.56% |
| JPMORGAN CHASE & CO | 08/12/2026 | 58.71 K | $1.92 M | 4,866.92% | 0.55% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 49.54 K | $1.64 M | 2.46% | 0.47% |
| BNP PARIBAS FINANCIAL MARKETS | 08/13/2026 | 46.22 K | $1.53 M | 442.15% | 0.44% |
| COMPOSITION WEALTH, LLC | 07/22/2026 | 44.20 K | $1.46 M | -18.45% | 0.42% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 42.76 K | $1.41 M | 197.38% | 0.40% |
| POINT72 ASSET MANAGEMENT, L.P. | 08/14/2026 | 37.31 K | $1.23 M | 415.98% | 0.35% |
| TREXQUANT INVESTMENT LP | 08/14/2026 | 34.74 K | $1.15 M | 105.06% | 0.33% |
| FOCUS PARTNERS WEALTH | 08/12/2026 | 33.34 K | $1.10 M | -8.39% | 0.31% |
| VOLEON CAPITAL MANAGEMENT LP | 08/14/2026 | 27.63 K | $912.59 K | 100.00% | 0.26% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 25.95 K | $857.16 K | 171.85% | 0.24% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 25.95 K | $857.16 K | 100.00% | 0.24% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 23.56 K | $778.06 K | 224.91% | 0.22% |
| OCCUDO QUANTITATIVE STRATEGIES LP | 08/13/2026 | 20.47 K | $676.12 K | 133.68% | 0.19% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 18.92 K | $624.83 K | -64.27% | 0.18% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 16.18 K | $534.29 K | -35.70% | 0.15% |
| XTX TOPCO LTD | 08/14/2026 | 15.71 K | $518.93 K | 100.00% | 0.15% |
| STATE OF WISCONSIN INVESTMENT BOARD | 08/14/2026 | 15.28 K | $504.76 K | -4.96% | 0.14% |
| SQUAREPOINT OPS LLC | 08/14/2026 | 13.29 K | $438.84 K | 100.00% | 0.13% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 08/14/2026 | 13.27 K | $438.31 K | 100.00% | 0.13% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 13.16 K | $434.58 K | 74.24% | 0.12% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 12.50 K | $412.88 K | 0.00% | 0.12% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 12.44 K | $410.96 K | -0.06% | 0.12% |
| NUVEEN, LLC | 08/11/2026 | 12.40 K | $409.44 K | 100.00% | 0.12% |
Avidbank Holdings Inc institutional Ownership - FAQ's
During the previous two years, 103 institutional investors and hedge funds held shares of Avidbank Holdings Inc. The most heavily invested institutionals were:
Patriot Financial Partners GP II, L.P.: 1.05 M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management: 10,600
CITIGROUP INC: 2,891
Parallel Advisors, LLC: 312
SJS Investment Consulting Inc.: 33
EverSource Wealth Advisors, LLC: 30
85.39% of Avidbank Holdings Inc stock is owned by institutional investors.
Institutional investors have bought a total of 9.28 M shares in the last 24 months. This purchase volume represents approximately $260.79 M in transactions.