LCNB Corp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLUESPRING WEALTH MANAGEMENT, LLC | 08/11/2026 | 1.09 M | $19.14 M | 100.00% | 7.68% |
| BLACKROCK, INC. | 08/07/2026 | 959.93 K | $16.89 M | 16.25% | 6.78% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 549.01 K | $9.66 M | 0.45% | 3.88% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 548.36 K | $9.65 M | 4.74% | 3.87% |
| RITTER DANIHER FINANCIAL ADVISORY LLC / DE | 07/14/2026 | 543.93 K | $9.57 M | -0.18% | 3.84% |
| LCNB CORP | 08/10/2026 | 505.96 K | $8.90 M | -0.69% | 3.57% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 360.33 K | $6.34 M | 10.70% | 2.55% |
| STATE STREET CORP | 09/22/2026 | 183.10 K | $3.22 M | 0.40% | 1.29% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 152.82 K | $2.69 M | -2.22% | 1.08% |
| JOHNSON INVESTMENT COUNSEL INC | 07/23/2026 | 135.56 K | $2.38 M | -0.98% | 0.96% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 124.93 K | $2.20 M | 3.74% | 0.88% |
| NORTHERN TRUST CORP | 08/13/2026 | 109.44 K | $1.92 M | 11.54% | 0.77% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 99.08 K | $1.74 M | 10.33% | 0.70% |
| AMERICAN FINANCIAL GROUP INC | 08/12/2026 | 93.58 K | $1.65 M | 0.00% | 0.66% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 92.80 K | $1.63 M | 19.17% | 0.66% |
| KAPSTONE FINANCIAL ADVISORS LLC | 08/07/2026 | 85.67 K | $1.51 M | -0.46% | 0.61% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 85.51 K | $1.50 M | 1.34% | 0.60% |
| EMPOWERED FUNDS, LLC | 08/17/2026 | 81.33 K | $1.43 M | 5.86% | 0.57% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 80.04 K | $1.41 M | 0.27% | 0.57% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 72.75 K | $1.28 M | 14.53% | 0.51% |
| MORGAN STANLEY | 08/13/2026 | 70.18 K | $1.23 M | 3.80% | 0.50% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 08/13/2026 | 61.68 K | $1.08 M | 0.09% | 0.44% |
| HORAN WEALTH, LLC | 08/26/2026 | 60.96 K | $1.07 M | -22.44% | 0.43% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 60.25 K | $1.06 M | 55.85% | 0.43% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 57.30 K | $1.01 M | 2.32% | 0.40% |
| LPL FINANCIAL LLC | 08/07/2026 | 51.39 K | $903.93 K | -3.08% | 0.36% |
| HSBC HOLDINGS PLC | 08/14/2026 | 48.52 K | $848.65 K | 9.87% | 0.34% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 43.40 K | $763.39 K | 9.18% | 0.31% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 43.40 K | $763.39 K | 100.00% | 0.31% |
| MARINER, LLC | 08/13/2026 | 42.66 K | $750.36 K | 100.00% | 0.30% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 07/24/2026 | 37.73 K | $663.73 K | 0.03% | 0.27% |
| BARCLAYS PLC | 08/14/2026 | 36.20 K | $636.69 K | -3.89% | 0.26% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 07/16/2026 | 34.03 K | $598.53 K | 1.01% | 0.24% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 33.49 K | $589.00 K | -10.49% | 0.24% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 31.36 K | $551.55 K | 3.27% | 0.22% |
| PANAGORA ASSET MANAGEMENT INC | 08/06/2026 | 27.84 K | $489.78 K | 72.27% | 0.20% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 08/13/2026 | 27.14 K | $477.46 K | 109.33% | 0.19% |
| CITADEL ADVISORS LLC | 09/02/2026 | 24.17 K | $425.13 K | -24.36% | 0.17% |
| RITHOLTZ WEALTH MANAGEMENT | 08/11/2026 | 23.39 K | $411.41 K | 12.61% | 0.17% |
| STRS OHIO | 07/30/2026 | 21.70 K | $381.70 K | 100.00% | 0.15% |
| CORNERSTONE ADVISORY, LLC | 07/29/2026 | 21.00 K | $369.41 K | 0.00% | 0.15% |
| SQUAREPOINT OPS LLC | 08/14/2026 | 20.72 K | $364.39 K | 16.41% | 0.15% |
| NUVEEN, LLC | 08/11/2026 | 19.90 K | $350.06 K | 29.35% | 0.14% |
| ACADIAN ASSET MANAGEMENT LLC | 08/13/2026 | 18.21 K | $319.00 K | 1.93% | 0.13% |
| RHUMBLINE ADVISERS | 08/12/2026 | 17.65 K | $310.53 K | 3.66% | 0.12% |
| NEW REPUBLIC CAPITAL, LLC | 07/31/2026 | 17.49 K | $307.63 K | 0.00% | 0.12% |
| SOUDERS FINANCIAL ADVISORS | 08/05/2026 | 17.41 K | $306.19 K | -1.90% | 0.12% |
| SHOKER INVESTMENT COUNSEL, INC. | 08/10/2026 | 17.39 K | $305.95 K | 1.26% | 0.12% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 16.73 K | $294.34 K | -42.60% | 0.12% |
| FMR LLC | 08/13/2026 | 15.84 K | $278.58 K | 60.01% | 0.11% |
LCNB Corp institutional Ownership - FAQ's
During the previous two years, 149 institutional investors and hedge funds held shares of LCNB Corp. The most heavily invested institutionals were:
DIMENSIONAL FUND ADVISORS LP: 580,394
STRS OHIO: 39,100
Kestra Advisory Services, LLC: 29,320
COMMONWEALTH EQUITY SERVICES, LLC: 17,858
Shoker Investment Counsel, Inc.: 17,589
Souders Financial Advisors: 17,407
51.00% of LCNB Corp stock is owned by institutional investors.
Institutional investors have bought a total of 10.87 M shares in the last 24 months. This purchase volume represents approximately $181.59 M in transactions.