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 | 05/15/2026 | 470.50 K | $9.88 M | -0.68% | 7.53% |
| BLACKROCK, INC. | 05/13/2026 | 394.86 K | $8.29 M | 1.93% | 6.32% |
| CUTLER CAPITAL MANAGEMENT, LLC | 05/15/2026 | 390.14 K | $8.19 M | -0.22% | 6.24% |
| 05/15/2026 | 297.73 K | $6.25 M | 100.00% | 4.76% | |
| STRATEGIC VALUE BANK PARTNERS LLC | 04/28/2026 | 274.16 K | $5.76 M | 0.00% | 4.39% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 197.77 K | $4.15 M | 2.96% | 3.16% |
| PETIOLE USA LTD | 05/14/2026 | 168.82 K | $3.55 M | 0.00% | 2.70% |
| PINNACLE HOLDINGS, LLC | 05/08/2026 | 156.91 K | $3.30 M | 0.00% | 2.51% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 139.08 K | $2.92 M | -4.11% | 2.22% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 85.55 K | $1.80 M | 67.68% | 1.37% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2026 | 81.51 K | $1.71 M | 0.00% | 1.30% |
| STATE STREET CORP | 05/15/2026 | 72.41 K | $1.52 M | 8.58% | 1.16% |
| NORTHERN TRUST CORP | 05/14/2026 | 49.51 K | $1.04 M | 6.25% | 0.79% |
| GENDELL JEFFREY L | 05/15/2026 | 46.29 K | $972.01 K | 0.00% | 0.74% |
| EMPOWERED FUNDS, LLC | 06/16/2026 | 46.02 K | $966.44 K | 0.00% | 0.74% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 37.51 K | $787.79 K | 100.00% | 0.60% |
| FIRST MANHATTAN CO. LLC. | 05/15/2026 | 35.63 K | $748.17 K | 0.00% | 0.57% |
| 05/08/2026 | 32.97 K | $692.27 K | 100.00% | 0.53% | |
| HSBC HOLDINGS PLC | 04/30/2026 | 31.83 K | $671.66 K | 22.73% | 0.51% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2026 | 31.00 K | $651.02 K | 0.00% | 0.50% |
| PL CAPITAL ADVISORS, LLC | 05/07/2026 | 30.00 K | $630.00 K | 100.00% | 0.48% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 27.83 K | $584.33 K | 1.46% | 0.45% |
| BARCLAYS PLC | 05/15/2026 | 27.54 K | $578.28 K | -19.13% | 0.44% |
| VENTURE VISIONARY PARTNERS LLC | 05/14/2026 | 23.97 K | $503.34 K | 0.23% | 0.38% |
| MORGAN STANLEY | 05/15/2026 | 23.81 K | $499.91 K | -7.16% | 0.38% |
| VALMARK ADVISERS, INC. | 05/01/2026 | 22.92 K | $481.26 K | 0.73% | 0.37% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 19.63 K | $412.29 K | 10.76% | 0.31% |
| PRINCETON CAPITAL MANAGEMENT LLC | 05/08/2026 | 18.41 K | $386.57 K | 27.76% | 0.29% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 05/13/2026 | 17.42 K | $365.72 K | -16.43% | 0.28% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 16.62 K | $348.92 K | 0.00% | 0.27% |
| ACADIAN ASSET MANAGEMENT LLC | 05/13/2026 | 15.88 K | $331.00 K | 34.29% | 0.25% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 15.06 K | $316.16 K | -7.71% | 0.24% |
| CITADEL ADVISORS LLC | 05/15/2026 | 14.68 K | $308.18 K | -1.93% | 0.23% |
| ALLIANCEBERNSTEIN L.P. | 05/15/2026 | 14.13 K | $314.59 K | 100.00% | 0.23% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 12.92 K | $271.28 K | -2.88% | 0.21% |
| GLOBEFLEX CAPITAL L P | 05/13/2026 | 7.09 K | $148.79 K | 100.00% | 0.11% |
| STRS OHIO | 04/24/2026 | 7.00 K | $147.00 K | 0.00% | 0.11% |
| RHUMBLINE ADVISERS | 05/12/2026 | 6.42 K | $134.82 K | -0.33% | 0.10% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 4.72 K | $99.02 K | -48.48% | 0.08% |
| LSV ASSET MANAGEMENT | 05/11/2026 | 4.70 K | $99.00 K | -25.40% | 0.08% |
| SJS INVESTMENT CONSULTING INC. | 04/23/2026 | 3.79 K | $79.67 K | 0.00% | 0.06% |
| NEW YORK STATE COMMON RETIREMENT FUND | 05/06/2026 | 3.30 K | $69.30 K | 0.00% | 0.05% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 2.99 K | $61.45 K | 0.00% | 0.05% |
| VANGUARD GLOBAL ADVISERS, LLC | 05/08/2026 | 2.83 K | $59.41 K | 100.00% | 0.05% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 05/15/2026 | 2.80 K | $58.70 K | 2.49% | 0.04% |
| DEUTSCHE BANK AG\ | 05/06/2026 | 2.71 K | $56.89 K | -34.58% | 0.04% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 2.47 K | $51.24 K | 1,675.54% | 0.04% |
| JPMORGAN CHASE & CO | 05/13/2026 | 2.40 K | $50.86 K | -30.16% | 0.04% |
| BNP PARIBAS ARBITRAGE, SNC | 05/12/2026 | 1.73 K | $36.27 K | -5.16% | 0.03% |
| POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 04/29/2026 | 1.53 K | $32.17 K | 0.00% | 0.02% |
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SB Financial Group Inc institutional Ownership - FAQ's
During the previous two years, 90 institutional investors and hedge funds held shares of SB Financial Group Inc. The most heavily invested institutionals were:
MANUFACTURERS LIFE INSURANCE COMPANY, THE: 470,502
BlackRock, Inc.: 394,864
Cutler Capital Management, LLC: 390,137
STRATEGIC VALUE BANK PARTNERS LLC: 274,163
DIMENSIONAL FUND ADVISORS LP: 197,772
Petiole USA ltd: 168,818
54.45% of SB Financial Group Inc stock is owned by institutional investors.
Institutional investors have bought a total of 3.77 M shares in the last 24 months. This purchase volume represents approximately $76.74 M in transactions.