SB Financial Group, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11/14/2025 | 474.95 K | $9.16 M | -0.34% | 7.37% |
| CUTLER CAPITAL MANAGEMENT, LLC | 11/14/2025 | 391.68 K | $7.56 M | -0.08% | 6.07% |
| VANGUARD GROUP INC | 11/07/2025 | 373.20 K | $7.20 M | -0.71% | 5.79% |
| BLACKROCK, INC. | 11/12/2025 | 357.47 K | $6.90 M | 21.92% | 5.54% |
| STRATEGIC VALUE BANK PARTNERS LLC | 10/20/2025 | 278.82 K | $5.38 M | -20.97% | 4.32% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 187.17 K | $3.61 M | 0.30% | 2.90% |
| PETIOLE USA LTD | 11/13/2025 | 176.09 K | $3.40 M | 0.00% | 2.73% |
| PINNACLE HOLDINGS, LLC | 11/12/2025 | 156.91 K | $3.03 M | 0.00% | 2.43% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 144.65 K | $2.79 M | -2.78% | 2.24% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2025 | 81.51 K | $1.57 M | 3.77% | 1.26% |
| STATE STREET CORP | 11/14/2025 | 63.76 K | $1.23 M | 13.22% | 0.99% |
| NORTHERN TRUST CORP | 11/14/2025 | 52.18 K | $1.01 M | -7.42% | 0.81% |
| GENDELL JEFFREY L | 11/14/2025 | 46.29 K | $892.86 K | 0.00% | 0.72% |
| EMPOWERED FUNDS, LLC | 11/13/2025 | 46.02 K | $887.75 K | 6.88% | 0.71% |
| MARSHALL WACE, LLP | 11/13/2025 | 44.75 K | $863.13 K | 122.69% | 0.69% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 41.20 K | $794.73 K | 206.13% | 0.64% |
| FIRST MANHATTAN CO. LLC. | 11/14/2025 | 35.63 K | $687.25 K | 0.00% | 0.55% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 35.53 K | $685.28 K | 60.51% | 0.55% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11/13/2025 | 34.62 K | $667.72 K | 38.19% | 0.54% |
| BARCLAYS PLC | 11/12/2025 | 31.60 K | $609.47 K | 149.88% | 0.49% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/13/2025 | 31.00 K | $598.01 K | 12.90% | 0.48% |
| CITADEL ADVISORS LLC | 11/14/2025 | 29.64 K | $571.72 K | -11.96% | 0.46% |
| VENTURE VISIONARY PARTNERS LLC | 10/06/2025 | 23.86 K | $460.22 K | 0.22% | 0.37% |
| VALMARK ADVISERS, INC. | 10/24/2025 | 22.75 K | $438.87 K | 100.00% | 0.35% |
| MORGAN STANLEY | 11/14/2025 | 22.35 K | $431.22 K | 48.30% | 0.35% |
| HSBC HOLDINGS PLC | 11/13/2025 | 19.85 K | $387.87 K | 100.00% | 0.31% |
| RITHOLTZ WEALTH MANAGEMENT | 10/28/2025 | 19.43 K | $374.82 K | 26.71% | 0.30% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 18.16 K | $350.21 K | 0.00% | 0.28% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 15.85 K | $305.79 K | 496.39% | 0.25% |
| GSA CAPITAL PARTNERS LLP | 11/07/2025 | 15.09 K | $291.00 K | 0.22% | 0.23% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 14.71 K | $283.81 K | 15.06% | 0.23% |
| PRINCETON CAPITAL MANAGEMENT LLC | 11/10/2025 | 11.41 K | $220.06 K | 0.00% | 0.18% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 11.11 K | $214.22 K | -34.13% | 0.17% |
| SQUAREPOINT OPS LLC | 11/14/2025 | 11.06 K | $213.35 K | 100.00% | 0.17% |
| ACADIAN ASSET MANAGEMENT LLC | 11/13/2025 | 10.53 K | $201.00 K | 44.43% | 0.16% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 10.47 K | $201.99 K | 100.00% | 0.16% |
| RHUMBLINE ADVISERS | 11/06/2025 | 8.30 K | $160.04 K | -2.63% | 0.13% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 7.13 K | $137.46 K | 5.43% | 0.11% |
| STRS OHIO | 10/30/2025 | 7.00 K | $135.03 K | 0.00% | 0.11% |
| LSV ASSET MANAGEMENT | 11/06/2025 | 6.30 K | $122.00 K | 0.00% | 0.10% |
| JPMORGAN CHASE & CO | 11/26/2025 | 5.16 K | $99.48 K | 82.29% | 0.08% |
| SJS INVESTMENT CONSULTING INC. | 10/21/2025 | 3.79 K | $73.17 K | 0.00% | 0.06% |
| NEW YORK STATE COMMON RETIREMENT FUND | 11/03/2025 | 3.30 K | $63.66 K | -41.07% | 0.05% |
| JONES FINANCIAL COMPANIES LLLP | 11/04/2025 | 2.99 K | $60.56 K | 0.00% | 0.05% |
| FARTHER FINANCE ADVISORS, LLC | 10/14/2025 | 2.96 K | $57.02 K | 8,594.12% | 0.05% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11/14/2025 | 2.79 K | $53.80 K | -14.05% | 0.04% |
| UBS GROUP AG | 11/13/2025 | 2.22 K | $42.81 K | -60.34% | 0.03% |
| DEUTSCHE BANK AG\ | 11/13/2025 | 2.21 K | $42.65 K | 100.00% | 0.03% |
| BNP PARIBAS ARBITRAGE, SNC | 11/13/2025 | 1.79 K | $34.55 K | 131.10% | 0.03% |
| POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 11/12/2025 | 1.53 K | $29.55 K | 100.00% | 0.02% |
SB Financial Group, Inc. institutional Ownership - FAQ's
During the previous two years, 88 institutional investors and hedge funds held shares of SB Financial Group, Inc.. The most heavily invested institutionals were:
MANUFACTURERS LIFE INSURANCE COMPANY, THE: 474,948
Cutler Capital Management, LLC: 391,683
VANGUARD GROUP INC: 373,203
BlackRock, Inc.: 357,473
STRATEGIC VALUE BANK PARTNERS LLC: 278,822
DIMENSIONAL FUND ADVISORS LP: 187,165
52.80% of SB Financial Group, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 3.73 M shares in the last 24 months. This purchase volume represents approximately $71.53 M in transactions.