Siebert Financial Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/12/2026 | 791.10 K | $2.78 M | 2.77% | 1.96% |
| VANGUARD GROUP INC | 01/29/2026 | 752.59 K | $2.64 M | 3.95% | 1.86% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 418.46 K | $1.47 M | 0.38% | 1.04% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 152.07 K | $533.76 K | 0.00% | 0.38% |
| STATE STREET CORP | 02/13/2026 | 144.23 K | $506.26 K | 0.00% | 0.36% |
| NORTHERN TRUST CORP | 02/17/2026 | 128.41 K | $450.72 K | -9.14% | 0.32% |
| UBS GROUP AG | 01/29/2026 | 87.29 K | $306.40 K | -60.88% | 0.22% |
| STRS OHIO | 02/02/2026 | 84.20 K | $295.54 K | 0.00% | 0.21% |
| NAVELLIER & ASSOCIATES INC | 02/03/2026 | 68.33 K | $239.82 K | -53.81% | 0.17% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/17/2026 | 64.06 K | $224.85 K | 0.00% | 0.16% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 62.35 K | $219.23 K | 6.20% | 0.15% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 40.13 K | $140.87 K | -45.91% | 0.10% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 36.53 K | $128.22 K | 8.48% | 0.09% |
| COLONY GROUP, LLC | 02/13/2026 | 36.39 K | $127.73 K | 0.05% | 0.09% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 35.19 K | $123.51 K | 0.00% | 0.09% |
| DEUTSCHE BANK AG\ | 02/11/2026 | 32.82 K | $115.21 K | 0.00% | 0.08% |
| PANAGORA ASSET MANAGEMENT INC | 02/13/2026 | 32.80 K | $115.14 K | 0.00% | 0.08% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 23.46 K | $82.36 K | -16.96% | 0.06% |
| BARCLAYS PLC | 02/13/2026 | 22.18 K | $77.86 K | 11.05% | 0.05% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 21.90 K | $76.87 K | -18.59% | 0.05% |
| NEW YORK STATE COMMON RETIREMENT FUND | 02/12/2026 | 21.60 K | $75.82 K | 0.00% | 0.05% |
| WINTON GROUP LTD | 02/11/2026 | 19.34 K | $67.87 K | -67.26% | 0.05% |
| NUVEEN, LLC | 02/12/2026 | 18.28 K | $64.17 K | 0.00% | 0.05% |
| RHUMBLINE ADVISERS | 02/13/2026 | 17.94 K | $62.95 K | -15.34% | 0.04% |
| MORGAN STANLEY | 02/13/2026 | 17.13 K | $60.14 K | 31.78% | 0.04% |
| JANE STREET GROUP, LLC | 02/12/2026 | 16.37 K | $57.47 K | 100.00% | 0.04% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 15.82 K | $55.52 K | 48.95% | 0.04% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 15.33 K | $53.82 K | 100.00% | 0.04% |
| JPMORGAN CHASE & CO | 02/11/2026 | 15.01 K | $52.69 K | -18.63% | 0.04% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 9.67 K | $33.95 K | 118.33% | 0.02% |
| POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 02/13/2026 | 8.54 K | $29.99 K | 0.00% | 0.02% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 02/17/2026 | 6.66 K | $23.38 K | 3.42% | 0.02% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 5.53 K | $19.41 K | 0.00% | 0.01% |
| ROYAL BANK OF CANADA | 02/17/2026 | 4.66 K | $16.00 K | 38.54% | 0.01% |
| BNP PARIBAS ARBITRAGE, SNC | 02/10/2026 | 3.14 K | $11.02 K | 13.28% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/17/2026 | 2.77 K | $9.74 K | -45.59% | 0.01% |
| FMR LLC | 02/17/2026 | 1.61 K | $5.67 K | 262.70% | 0.00% |
| AMERITAS INVESTMENT PARTNERS, INC. | 02/11/2026 | 1.44 K | $5.07 K | 0.00% | 0.00% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 1.28 K | $4.50 K | 0.00% | 0.00% |
| CITIGROUP INC | 02/13/2026 | 1.26 K | $4.44 K | 504.78% | 0.00% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/17/2026 | 1.23 K | $4.33 K | -96.07% | 0.00% |
| STERLING CAPITAL MANAGEMENT LLC | 02/13/2026 | 885 | $3.11 K | 0.68% | 0.00% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 02/17/2026 | 872 | $3.06 K | -1.25% | 0.00% |
| AMALGAMATED BANK | 02/05/2026 | 444 | $2.00 K | -8.07% | 0.00% |
| SIMPLEX TRADING, LLC | 02/11/2026 | 35 | $122 | -93.69% | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 10 | $35 | 100.00% | 0.00% |
| SBI SECURITIES CO., LTD. | 02/03/2026 | 2 | $7 | 0.00% | 0.00% |
| INVESCO LTD. | 02/19/2026 | 0 | $0 | -100.00% | 0.00% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 02/11/2026 | 0 | $0 | -100.00% | 0.00% |
| JANE STREET GROUP, LLC | 02/12/2026 | 0 | $0 | -100.00% | 0.00% |
Siebert Financial Corp. institutional Ownership - FAQ's
During the previous two years, 60 institutional investors and hedge funds held shares of Siebert Financial Corp.. The most heavily invested institutionals were:
UBS Group AG: 160,593
STRS OHIO: 84,200
Bank of New York Mellon Corp: 35,736
Nuveen, LLC: 18,282
Williams & Novak, LLC: 15,800
Police & Firemen's Retirement System of New Jersey: 8,543
8.02% of Siebert Financial Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 3.47 M shares in the last 24 months. This purchase volume represents approximately $6.38 M in transactions.