USCB Financial Holdings Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| PATRIOT FINANCIAL PARTNERS GP II, L.P. | 08/13/2026 | 1.81 M | $36.96 M | -2.69% | 9.85% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 08/14/2026 | 1.57 M | $32.10 M | 18.77% | 8.55% |
| BLACKROCK, INC. | 08/07/2026 | 1.07 M | $21.93 M | 17.93% | 5.84% |
| ENDEAVOUR CAPITAL ADVISORS INC | 08/07/2026 | 1.05 M | $21.53 M | 2.69% | 5.74% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2026 | 974.02 K | $18.06 M | 3.91% | 5.31% |
| MENDON CAPITAL ADVISORS CORP | 08/11/2026 | 597.79 K | $12.23 M | 4.13% | 3.26% |
| CURI CAPITAL, LLC | 08/14/2026 | 550.09 K | $11.25 M | 4.36% | 3.00% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2026 | 539.78 K | $11.04 M | 17.77% | 2.94% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 489.67 K | $10.02 M | 0.37% | 2.67% |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 08/14/2026 | 436.89 K | $8.94 M | 0.00% | 2.38% |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 08/12/2026 | 339.69 K | $6.95 M | -0.77% | 1.85% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 282.56 K | $5.78 M | 12.05% | 1.54% |
| KENNEDY CAPITAL MANAGEMENT LLC | 08/14/2026 | 239.39 K | $4.90 M | -1.66% | 1.30% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 226.78 K | $4.64 M | 14.05% | 1.24% |
| STATE STREET CORP | 09/22/2026 | 157.68 K | $3.23 M | 2.29% | 0.86% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 155.30 K | $3.18 M | 157.17% | 0.85% |
| MALTESE CAPITAL MANAGEMENT LLC | 08/14/2026 | 130.00 K | $2.66 M | -3.13% | 0.71% |
| ELIZABETH PARK CAPITAL ADVISORS, LTD. | 08/13/2026 | 110.60 K | $2.26 M | 0.00% | 0.60% |
| BANC FUNDS CO LLC | 08/13/2026 | 95.58 K | $1.96 M | 0.00% | 0.52% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 92.00 K | $1.88 M | 0.88% | 0.50% |
| NORTHERN TRUST CORP | 08/13/2026 | 91.00 K | $1.86 M | -24.07% | 0.50% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 82.40 K | $1.69 M | 20.95% | 0.45% |
| MORGAN STANLEY | 08/13/2026 | 79.93 K | $1.64 M | -12.63% | 0.44% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 70.89 K | $1.45 M | -6.68% | 0.39% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 65.87 K | $1.35 M | 2.16% | 0.36% |
| CITADEL ADVISORS LLC | 09/02/2026 | 64.87 K | $1.33 M | 142.99% | 0.35% |
| SALZHAUER MICHAEL | 07/20/2026 | 62.63 K | $1.28 M | 19.00% | 0.34% |
| SQUAREPOINT OPS LLC | 08/14/2026 | 59.36 K | $1.21 M | 200.73% | 0.32% |
| ACADIAN ASSET MANAGEMENT LLC | 08/13/2026 | 58.00 K | $1.18 M | 0.00% | 0.32% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 55.82 K | $1.14 M | 16.27% | 0.30% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 54.87 K | $1.12 M | 31.29% | 0.30% |
| TD ASSET MANAGEMENT INC | 08/04/2026 | 53.22 K | $1.09 M | 19.07% | 0.29% |
| HSBC HOLDINGS PLC | 08/14/2026 | 49.42 K | $1.00 M | 4.91% | 0.27% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 08/13/2026 | 48.71 K | $996.57 K | -8.95% | 0.27% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 48.56 K | $993.59 K | 120.47% | 0.26% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 46.53 K | $952.00 K | 0.00% | 0.25% |
| BARCLAYS PLC | 08/14/2026 | 37.42 K | $765.59 K | -9.41% | 0.20% |
| GABELLI FUNDS LLC | 08/12/2026 | 36.00 K | $736.56 K | 5.68% | 0.20% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 35.16 K | $719.44 K | 13.77% | 0.19% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 35.16 K | $719.44 K | 100.00% | 0.19% |
| DAYTONA STREET CAPITAL LLC | 08/03/2026 | 34.73 K | $698.73 K | 0.00% | 0.19% |
| ROSENTHAL | HENRY CAPITAL ADVISORS, INC. | 07/28/2026 | 32.24 K | $659.63 K | 100.00% | 0.18% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 31.26 K | $639.60 K | 100.00% | 0.17% |
| FIDUCIARY TRUST CO | 08/13/2026 | 28.41 K | $581.35 K | 27.13% | 0.15% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 27.61 K | $564.94 K | 49.57% | 0.15% |
| ELCO MANAGEMENT CO., LLC | 08/11/2026 | 21.05 K | $430.68 K | -1.82% | 0.11% |
| NUVEEN, LLC | 08/11/2026 | 19.80 K | $405.03 K | 0.00% | 0.11% |
| GLOBEFLEX CAPITAL L P | 08/12/2026 | 19.44 K | $397.72 K | 0.00% | 0.11% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 16.90 K | $345.77 K | 0.00% | 0.09% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 08/13/2026 | 16.86 K | $345.04 K | 10.04% | 0.09% |
USCB Financial Holdings Inc institutional Ownership - FAQ's
During the previous two years, 104 institutional investors and hedge funds held shares of USCB Financial Holdings Inc. The most heavily invested institutionals were:
DIMENSIONAL FUND ADVISORS LP: 251,430
SALZHAUER MICHAEL: 62,229
Rosenthal | Henry Capital Advisors, Inc.: 49,590
CITIGROUP INC: 20,847
Provenance Wealth Advisors, LLC: 400
SJS Investment Consulting Inc.: 75
68.16% of USCB Financial Holdings Inc stock is owned by institutional investors.
Institutional investors have bought a total of 17.11 M shares in the last 24 months. This purchase volume represents approximately $313.81 M in transactions.