Isabella Bank Corp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 05/15/2026 | 274.05 K | $12.52 M | 100.00% | 3.73% | |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 107.36 K | $4.90 M | 719.20% | 1.46% |
| BLACKROCK, INC. | 05/13/2026 | 100.20 K | $4.58 M | -0.57% | 1.36% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 94.74 K | $4.33 M | 80.65% | 1.29% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 80.40 K | $3.67 M | 3.77% | 1.10% |
| MARSHALL WACE, LLP | 05/15/2026 | 53.68 K | $2.45 M | 126.32% | 0.73% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 40.75 K | $1.86 M | 100.00% | 0.56% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 27.02 K | $1.23 M | 0.00% | 0.37% |
| STATE STREET CORP | 05/15/2026 | 22.05 K | $1.01 M | 156.69% | 0.30% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2026 | 21.53 K | $983.46 K | 15.36% | 0.29% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 20.83 K | $951.08 K | 4.71% | 0.28% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 18.04 K | $824.02 K | 100.00% | 0.25% |
| NORTHERN TRUST CORP | 05/14/2026 | 14.74 K | $673.18 K | 0.00% | 0.20% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2026 | 14.24 K | $650.34 K | 100.00% | 0.19% |
| UBS GROUP AG | 05/05/2026 | 13.39 K | $611.48 K | 250.04% | 0.18% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 9.32 K | $425.46 K | 115.75% | 0.13% |
| MORGAN STANLEY | 05/15/2026 | 9.18 K | $419.34 K | 9.32% | 0.13% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 8.84 K | $402.86 K | 100.00% | 0.12% |
| JANE STREET GROUP, LLC | 05/12/2026 | 7.15 K | $326.40 K | -14.90% | 0.10% |
| SCHONFELD STRATEGIC ADVISORS LLC | 05/15/2026 | 6.51 K | $297.08 K | 100.00% | 0.09% |
| FOURTHOUGHT FINANCIAL PARTNERS, LLC | 05/07/2026 | 6.39 K | $291.92 K | -13.53% | 0.09% |
| HRT FINANCIAL LP | 05/14/2026 | 6.34 K | $289.00 K | 100.00% | 0.09% |
| INTEGRATED WEALTH CONCEPTS LLC | 05/15/2026 | 6.09 K | $278.20 K | -0.33% | 0.08% |
| POINT72 ASSET MANAGEMENT, L.P. | 05/15/2026 | 5.99 K | $273.52 K | 0.37% | 0.08% |
| CITIGROUP INC | 05/11/2026 | 5.29 K | $241.60 K | 134.80% | 0.07% |
| CITADEL ADVISORS LLC | 05/15/2026 | 5.29 K | $241.55 K | -8.13% | 0.07% |
| NORRIS PERNE & FRENCH LLP/MI | 04/22/2026 | 5.15 K | $235.25 K | 0.00% | 0.07% |
| CATALYST FUNDS MANAGEMENT PTY LTD | 05/11/2026 | 5.07 K | $231.73 K | 100.00% | 0.07% |
| BREVAN HOWARD CAPITAL MANAGEMENT LP | 05/15/2026 | 4.62 K | $210.77 K | 100.00% | 0.06% |
| VANGUARD GLOBAL ADVISERS, LLC | 05/08/2026 | 2.68 K | $122.26 K | 100.00% | 0.04% |
| ATLANTIC UNION BANKSHARES CORP | 05/12/2026 | 2.56 K | $117.05 K | 0.00% | 0.03% |
| BARCLAYS PLC | 05/15/2026 | 1.03 K | $46.90 K | -69.44% | 0.01% |
| BNP PARIBAS ARBITRAGE, SNC | 05/12/2026 | 856 | $39.09 K | 100.00% | 0.01% |
| CWM, LLC | 05/14/2026 | 756 | $34.53 K | 0.00% | 0.01% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 500 | $22.84 K | 0.00% | 0.01% |
| MAI CAPITAL MANAGEMENT | 05/15/2026 | 350 | $15.99 K | 0.00% | 0.00% |
| CLEARSTEAD ADVISORS, LLC | 05/06/2026 | 281 | $12.83 K | 0.00% | 0.00% |
| HUNTINGTON NATIONAL BANK | 05/15/2026 | 250 | $11.42 K | 0.00% | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 150 | $6.86 K | 0.00% | 0.00% |
| ROYAL BANK OF CANADA | 05/15/2026 | 89 | $4.00 K | 100.00% | 0.00% |
| ADVISORY SERVICES NETWORK, LLC | 05/15/2026 | 60 | $2.74 K | 100.00% | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 05/07/2026 | 50 | $2.28 K | 0.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 19 | $868 | 0.00% | 0.00% |
| LPL FINANCIAL LLC | 05/06/2026 | 0 | $0 | -100.00% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 05/14/2026 | 0 | $0 | -100.00% | 0.00% |
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Isabella Bank Corp institutional Ownership - FAQ's
During the previous two years, 46 institutional investors and hedge funds held shares of Isabella Bank Corp. The most heavily invested institutionals were:
MILLENNIUM MANAGEMENT LLC: 107,356
BlackRock, Inc.: 100,201
SUSQUEHANNA INTERNATIONAL GROUP, LLP: 94,742
GEODE CAPITAL MANAGEMENT, LLC: 80,402
MARSHALL WACE, LLP: 53,678
VANGUARD FIDUCIARY TRUST CO: 40,754
13.67% of Isabella Bank Corp stock is owned by institutional investors.
Institutional investors have bought a total of 1.04 M shares in the last 24 months. This purchase volume represents approximately $46.94 M in transactions.