Siebert Financial Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 779.59 K | $1.50 M | -1.46% | 1.93% |
| 05/15/2026 | 550.62 K | $1.06 M | 100.00% | 1.36% | |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 435.54 K | $836.51 K | 4.08% | 1.08% |
| UBS GROUP AG | 05/05/2026 | 160.59 K | $308.34 K | 83.97% | 0.40% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 146.46 K | $281.20 K | -3.69% | 0.36% |
| STATE STREET CORP | 05/15/2026 | 144.23 K | $276.93 K | 0.00% | 0.36% |
| NORTHERN TRUST CORP | 05/14/2026 | 138.63 K | $266.16 K | 7.96% | 0.34% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 112.90 K | $216.76 K | 100.00% | 0.28% |
| STRS OHIO | 04/24/2026 | 84.20 K | $161.66 K | 0.00% | 0.21% |
| 05/08/2026 | 80.72 K | $154.97 K | 100.00% | 0.20% | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2026 | 57.26 K | $109.94 K | -10.62% | 0.14% |
| COLONY GROUP, LLC | 05/15/2026 | 36.49 K | $70.06 K | 0.27% | 0.09% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 36.07 K | $69.25 K | -10.13% | 0.09% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 35.74 K | $68.61 K | -2.17% | 0.09% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 35.19 K | $67.56 K | 0.00% | 0.09% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 34.84 K | $66.71 K | -44.12% | 0.09% |
| DEUTSCHE BANK AG\ | 05/06/2026 | 32.82 K | $63.02 K | 0.00% | 0.08% |
| PANAGORA ASSET MANAGEMENT INC | 05/14/2026 | 32.77 K | $62.91 K | -0.12% | 0.08% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 28.67 K | $55.04 K | 86.95% | 0.07% |
| CITADEL ADVISORS LLC | 05/15/2026 | 27.35 K | $52.50 K | 100.00% | 0.07% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 21.80 K | $41.86 K | -0.46% | 0.05% |
| NEW YORK STATE COMMON RETIREMENT FUND | 05/06/2026 | 21.60 K | $41.47 K | 0.00% | 0.05% |
| NUVEEN, LLC | 04/30/2026 | 18.28 K | $35.10 K | 0.00% | 0.05% |
| RHUMBLINE ADVISERS | 05/12/2026 | 17.80 K | $34.17 K | -0.76% | 0.04% |
| WILLIAMS & NOVAK, LLC | 04/21/2026 | 15.80 K | $28.60 K | 100.00% | 0.04% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 13.09 K | $25.13 K | -44.22% | 0.03% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 12.16 K | $23.34 K | 25.68% | 0.03% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 10.93 K | $20.99 K | 97.65% | 0.03% |
| VANGUARD GLOBAL ADVISERS, LLC | 05/08/2026 | 9.45 K | $18.14 K | 100.00% | 0.02% |
| POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 04/29/2026 | 8.54 K | $16.40 K | 0.00% | 0.02% |
| MORGAN STANLEY | 05/15/2026 | 8.23 K | $15.81 K | -51.95% | 0.02% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2026 | 7.84 K | $15.05 K | 182.59% | 0.02% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 05/15/2026 | 6.83 K | $13.12 K | 2.55% | 0.02% |
| JPMORGAN CHASE & CO | 05/13/2026 | 6.24 K | $11.68 K | -58.41% | 0.02% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 5.32 K | $10.22 K | -66.35% | 0.01% |
| ROYAL BANK OF CANADA | 05/15/2026 | 4.75 K | $9.00 K | 1.97% | 0.01% |
| FMR LLC | 05/15/2026 | 4.53 K | $8.70 K | 180.73% | 0.01% |
| BNP PARIBAS ARBITRAGE, SNC | 05/12/2026 | 3.14 K | $6.03 K | -0.06% | 0.01% |
| BARCLAYS PLC | 05/15/2026 | 3.02 K | $5.80 K | -86.40% | 0.01% |
| AMERITAS INVESTMENT PARTNERS, INC. | 05/13/2026 | 1.44 K | $2.77 K | 0.00% | 0.00% |
| LEGAL & GENERAL GROUP PLC | 05/08/2026 | 1.28 K | $2.46 K | 0.00% | 0.00% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/08/2026 | 1.17 K | $2.25 K | -5.11% | 0.00% |
| CWM, LLC | 05/14/2026 | 735 | $1.41 K | 100.00% | 0.00% |
| CITIGROUP INC | 05/11/2026 | 665 | $1.28 K | -47.39% | 0.00% |
| STERLING CAPITAL MANAGEMENT LLC | 04/22/2026 | 430 | $826 | -51.41% | 0.00% |
| 05/21/2026 | 137 | $263 | 100.00% | 0.00% | |
| EVERSOURCE WEALTH ADVISORS, LLC | 05/18/2026 | 28 | $54 | 100.00% | 0.00% |
| ALLWORTH FINANCIAL LP | 05/15/2026 | 27 | $52 | 100.00% | 0.00% |
| SIMPLEX TRADING, LLC | 05/14/2026 | 25 | $48 | -28.57% | 0.00% |
| IFP ADVISORS, INC | 04/13/2026 | 11 | $21 | 100.00% | 0.00% |
Siebert Financial Corp. institutional Ownership - FAQ's
During the previous two years, 65 institutional investors and hedge funds held shares of Siebert Financial Corp.. The most heavily invested institutionals were:
BlackRock, Inc.: 779,586
GEODE CAPITAL MANAGEMENT, LLC: 435,539
UBS Group AG: 160,593
Cetera Investment Advisers: 146,459
STATE STREET CORP: 144,234
NORTHERN TRUST CORP: 138,625
7.92% of Siebert Financial Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 3.42 M shares in the last 24 months. This purchase volume represents approximately $6.29 M in transactions.