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 | 09/09/2026 | 467.89 K | $11.82 M | -0.55% | 7.54% |
| CUTLER CAPITAL MANAGEMENT, LLC | 08/14/2026 | 387.85 K | $9.80 M | -0.59% | 6.25% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 253.93 K | $6.42 M | -14.71% | 4.09% |
| STRATEGIC VALUE BANK PARTNERS LLC | 08/13/2026 | 243.63 K | $6.16 M | -11.14% | 3.93% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 241.46 K | $6.10 M | 100.00% | 3.89% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 202.63 K | $5.12 M | 2.46% | 3.27% |
| BLACKROCK, INC. | 08/07/2026 | 158.82 K | $4.01 M | -59.78% | 2.56% |
| PINNACLE HOLDINGS, LLC | 08/12/2026 | 156.60 K | $3.96 M | -0.20% | 2.52% |
| TRUFFLE HOUND CAPITAL, LLC | 08/06/2026 | 90.37 K | $2.28 M | 100.00% | 1.46% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 81.51 K | $2.06 M | 0.00% | 1.31% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 71.13 K | $1.80 M | -48.86% | 1.15% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 58.05 K | $1.47 M | -32.14% | 0.94% |
| MARSHALL WACE, LLP | 08/13/2026 | 57.91 K | $1.46 M | 100.00% | 0.93% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 48.87 K | $1.23 M | 57.64% | 0.79% |
| GENDELL JEFFREY L | 08/14/2026 | 46.29 K | $1.17 M | 0.00% | 0.75% |
| EMPOWERED FUNDS, LLC | 08/17/2026 | 46.02 K | $1.16 M | 0.00% | 0.74% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 39.85 K | $1.01 M | 43.20% | 0.64% |
| HSBC HOLDINGS PLC | 08/14/2026 | 38.14 K | $927.52 K | 19.81% | 0.61% |
| FIRST MANHATTAN CO. LLC. | 08/14/2026 | 35.63 K | $900.29 K | 0.00% | 0.57% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 35.57 K | $898.85 K | -5.18% | 0.57% |
| PL CAPITAL ADVISORS, LLC | 07/31/2026 | 33.10 K | $836.46 K | 10.34% | 0.53% |
| MORGAN STANLEY | 08/13/2026 | 29.49 K | $745.17 K | 23.87% | 0.48% |
| BARCLAYS PLC | 08/14/2026 | 27.37 K | $691.74 K | -0.59% | 0.44% |
| PETIOLE USA LTD | 08/13/2026 | 26.44 K | $668.06 K | -84.34% | 0.43% |
| CITADEL ADVISORS LLC | 09/02/2026 | 25.78 K | $651.33 K | 75.64% | 0.42% |
| VENTURE VISIONARY PARTNERS LLC | 07/27/2026 | 24.03 K | $607.11 K | 0.24% | 0.39% |
| VALMARK ADVISERS, INC. | 08/06/2026 | 23.08 K | $583.31 K | 0.72% | 0.37% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 22.52 K | $569.06 K | 100.00% | 0.36% |
| STATE STREET CORP | 08/07/2026 | 21.95 K | $554.68 K | -69.69% | 0.35% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2026 | 21.62 K | $453.92 K | 53.02% | 0.35% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 19.46 K | $491.76 K | 50.64% | 0.31% |
| ACADIAN ASSET MANAGEMENT LLC | 08/13/2026 | 19.42 K | $485.00 K | 22.26% | 0.31% |
| PRINCETON CAPITAL MANAGEMENT LLC | 08/11/2026 | 18.41 K | $465.17 K | 0.00% | 0.30% |
| NORTHERN TRUST CORP | 08/13/2026 | 13.89 K | $350.87 K | -71.96% | 0.22% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 13.76 K | $347.77 K | -29.90% | 0.22% |
| UBS GROUP AG | 08/13/2026 | 12.66 K | $320.02 K | 1,142.79% | 0.20% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 08/13/2026 | 11.44 K | $288.99 K | -34.33% | 0.18% |
| QUADRATURE CAPITAL LTD | 08/07/2026 | 11.06 K | $279.46 K | 100.00% | 0.18% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 9.92 K | $250.70 K | 100.00% | 0.16% |
| JANE STREET GROUP, LLC | 08/14/2026 | 9.81 K | $247.97 K | 100.00% | 0.16% |
| SQUAREPOINT OPS LLC | 08/14/2026 | 8.81 K | $222.68 K | 100.00% | 0.14% |
| GLOBEFLEX CAPITAL L P | 08/12/2026 | 7.09 K | $179.04 K | 0.00% | 0.11% |
| ASTER CAPITAL MANAGEMENT (DIFC) LTD | 08/14/2026 | 6.80 K | $171.79 K | 100.00% | 0.11% |
| LSV ASSET MANAGEMENT | 08/06/2026 | 5.90 K | $149.00 K | 25.62% | 0.10% |
| SJS INVESTMENT CONSULTING INC. | 07/22/2026 | 3.79 K | $95.88 K | 0.00% | 0.06% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 2.99 K | $73.90 K | 0.00% | 0.05% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2026 | 2.97 K | $75.10 K | 72.09% | 0.05% |
| VANGUARD GLOBAL ADVISERS, LLC | 08/13/2026 | 2.83 K | $71.49 K | 0.00% | 0.05% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 2.73 K | $69.01 K | 10.66% | 0.04% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 2.20 K | $55.51 K | -53.40% | 0.04% |
SB Financial Group Inc institutional Ownership - FAQ's
During the previous two years, 104 institutional investors and hedge funds held shares of SB Financial Group Inc. The most heavily invested institutionals were:
MANUFACTURERS LIFE INSURANCE COMPANY, THE: 467,892
Cutler Capital Management, LLC: 387,852
VANGUARD CAPITAL MANAGEMENT LLC: 253,928
STRATEGIC VALUE BANK PARTNERS LLC: 243,628
AMERIPRISE FINANCIAL INC: 241,463
DIMENSIONAL FUND ADVISORS LP: 202,631
51.73% of SB Financial Group Inc stock is owned by institutional investors.
Institutional investors have bought a total of 3.90 M shares in the last 24 months. This purchase volume represents approximately $79.54 M in transactions.