Isabella Bank Corp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 467.43 K | $18.46 M | 366.49% | 6.37% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 299.60 K | $11.83 M | 9.32% | 4.08% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 176.25 K | $6.96 M | 119.21% | 2.40% |
| STATE STREET CORP | 08/07/2026 | 86.58 K | $3.42 M | 292.62% | 1.18% |
| NORTHERN TRUST CORP | 08/13/2026 | 53.47 K | $2.11 M | 262.76% | 0.73% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 46.74 K | $1.85 M | 100.00% | 0.64% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 46.48 K | $1.84 M | 14.06% | 0.63% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 32.99 K | $1.30 M | 22.08% | 0.45% |
| VICTORY CAPITAL MANAGEMENT INC | 08/07/2026 | 31.00 K | $1.22 M | 100.00% | 0.42% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 27.46 K | $1.08 M | 31.87% | 0.37% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 23.86 K | $942.39 K | 100.00% | 0.33% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 20.32 K | $802.68 K | 100.00% | 0.28% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 20.32 K | $802.68 K | 100.00% | 0.28% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 19.93 K | $787.27 K | 10.46% | 0.27% |
| MARSHALL WACE, LLP | 08/13/2026 | 19.87 K | $784.67 K | -62.99% | 0.27% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 16.77 K | $662.53 K | 100.00% | 0.23% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 14.24 K | $562.48 K | 0.00% | 0.19% |
| CITADEL ADVISORS LLC | 09/02/2026 | 14.15 K | $558.81 K | 167.48% | 0.19% |
| NUVEEN, LLC | 08/11/2026 | 12.69 K | $501.26 K | 100.00% | 0.17% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 10.55 K | $416.73 K | 13.25% | 0.14% |
| WALLEYE CAPITAL LLC | 08/03/2026 | 8.99 K | $355.26 K | 100.00% | 0.12% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 8.84 K | $349.88 K | 0.00% | 0.12% |
| MATTSON FINANCIAL SERVICES, LLC | 08/04/2026 | 8.53 K | $347.50 K | 100.00% | 0.12% |
| GRADIENT INVESTMENTS LLC | 07/08/2026 | 8.53 K | $337.09 K | 100.00% | 0.12% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 7.36 K | $290.64 K | -65.83% | 0.10% |
| DEUTSCHE BANK AG\ | 08/07/2026 | 6.77 K | $267.57 K | 100.00% | 0.09% |
| FOURTHOUGHT FINANCIAL PARTNERS, LLC | 08/12/2026 | 6.39 K | $252.48 K | 0.00% | 0.09% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 6.31 K | $249.36 K | 1,162.60% | 0.09% |
| INVESCO LTD. | 08/14/2026 | 6.14 K | $242.57 K | 100.00% | 0.08% |
| INTEGRATED WEALTH CONCEPTS LLC | 09/09/2026 | 6.11 K | $241.22 K | 0.26% | 0.08% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2026 | 5.70 K | $225.00 K | 100.00% | 0.08% |
| RHUMBLINE ADVISERS | 08/12/2026 | 5.36 K | $211.52 K | 100.00% | 0.07% |
| NORRIS PERNE & FRENCH LLP/MI | 07/21/2026 | 5.15 K | $203.47 K | 0.00% | 0.07% |
| CITIGROUP INC | 08/03/2026 | 4.99 K | $197.18 K | -5.63% | 0.07% |
| METLIFE INVESTMENT MANAGEMENT, LLC | 08/14/2026 | 4.30 K | $169.85 K | 100.00% | 0.06% |
| UBS GROUP AG | 08/13/2026 | 3.44 K | $135.68 K | -74.34% | 0.05% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 08/14/2026 | 3.18 K | $125.69 K | 100.00% | 0.04% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2026 | 3.07 K | $121.30 K | 258.76% | 0.04% |
| MORGAN STANLEY | 08/13/2026 | 3.07 K | $121.15 K | -66.60% | 0.04% |
| JPMORGAN CHASE & CO | 08/12/2026 | 2.88 K | $117.30 K | 100.00% | 0.04% |
| VANGUARD GLOBAL ADVISERS, LLC | 08/13/2026 | 2.68 K | $105.74 K | 0.00% | 0.04% |
| NEW YORK STATE COMMON RETIREMENT FUND | 07/29/2026 | 2.60 K | $102.70 K | 100.00% | 0.04% |
| ATLANTIC UNION BANKSHARES CORP | 08/11/2026 | 2.56 K | $101.24 K | 0.00% | 0.03% |
| POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 07/23/2026 | 2.05 K | $80.86 K | 100.00% | 0.03% |
| BARCLAYS PLC | 08/14/2026 | 1.40 K | $55.34 K | 36.42% | 0.02% |
| STRS OHIO | 07/30/2026 | 1.40 K | $55.30 K | 100.00% | 0.02% |
| LEGAL & GENERAL GROUP PLC | 08/14/2026 | 676 | $26.70 K | 100.00% | 0.01% |
| AMERITAS INVESTMENT PARTNERS, INC. | 08/13/2026 | 630 | $24.89 K | 100.00% | 0.01% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 554 | $21.88 K | 100.00% | 0.01% |
| ROYAL BANK OF CANADA | 08/14/2026 | 526 | $21.00 K | 491.01% | 0.01% |
Isabella Bank Corp institutional Ownership - FAQ's
During the previous two years, 72 institutional investors and hedge funds held shares of Isabella Bank Corp. The most heavily invested institutionals were:
BlackRock, Inc.: 467,431
VANGUARD CAPITAL MANAGEMENT LLC: 299,599
GEODE CAPITAL MANAGEMENT, LLC: 176,251
STATE STREET CORP: 86,581
NORTHERN TRUST CORP: 53,471
VANGUARD PORTFOLIO MANAGEMENT LLC: 46,742
21.42% of Isabella Bank Corp stock is owned by institutional investors.
Institutional investors have bought a total of 1.88 M shares in the last 24 months. This purchase volume represents approximately $85.14 M in transactions.