USCB Financial Holdings Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 05/06/2026 | 1.86 M | $34.42 M | 0.00% | 10.25% | |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 05/15/2026 | 1.32 M | $24.49 M | 0.33% | 7.29% |
| ENDEAVOUR CAPITAL ADVISORS INC | 05/11/2026 | 1.02 M | $19.00 M | -3.09% | 5.66% |
| ALLIANCEBERNSTEIN L.P. | 05/15/2026 | 937.36 K | $17.27 M | -0.42% | 5.17% |
| BLACKROCK, INC. | 05/13/2026 | 908.84 K | $16.85 M | -3.82% | 5.02% |
| MENDON CAPITAL ADVISORS CORP | 05/15/2026 | 574.10 K | $10.64 M | 17.85% | 3.17% |
| RMB CAPITAL MANAGEMENT, LLC | 05/15/2026 | 527.10 K | $9.77 M | 17.49% | 2.91% |
| 05/15/2026 | 487.88 K | $9.05 M | 100.00% | 2.69% | |
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2026 | 458.33 K | $8.50 M | 100.00% | 2.53% |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 05/15/2026 | 436.89 K | $8.10 M | -0.30% | 2.41% |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 05/11/2026 | 342.32 K | $6.35 M | 0.34% | 1.89% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 252.16 K | $4.68 M | -0.83% | 1.39% |
| KENNEDY CAPITAL MANAGEMENT LLC | 05/13/2026 | 243.44 K | $4.51 M | 0.00% | 1.34% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 198.85 K | $3.69 M | 15.22% | 1.10% |
| STATE STREET CORP | 05/15/2026 | 154.15 K | $2.86 M | 2.66% | 0.85% |
| MALTESE CAPITAL MANAGEMENT LLC | 05/15/2026 | 134.20 K | $2.49 M | -20.03% | 0.74% |
| NORTH REEF CAPITAL MANAGEMENT LP | 05/15/2026 | 128.09 K | $2.37 M | 3.52% | 0.71% |
| NORTHERN TRUST CORP | 05/14/2026 | 119.83 K | $2.22 M | 3.02% | 0.66% |
| ELIZABETH PARK CAPITAL ADVISORS, LTD. | 05/14/2026 | 110.60 K | $2.05 M | 0.00% | 0.61% |
| BANC FUNDS CO LLC | 05/14/2026 | 95.58 K | $1.77 M | 0.00% | 0.53% |
| MORGAN STANLEY | 05/15/2026 | 91.48 K | $1.70 M | -2.29% | 0.50% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 91.20 K | $1.69 M | -12.81% | 0.50% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 75.97 K | $1.41 M | 19.81% | 0.42% |
| 05/08/2026 | 68.13 K | $1.26 M | 100.00% | 0.38% | |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 64.48 K | $1.20 M | 100.00% | 0.36% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 60.39 K | $1.12 M | 100.00% | 0.33% |
| ACADIAN ASSET MANAGEMENT LLC | 05/13/2026 | 58.00 K | $1.07 M | 63.95% | 0.32% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 05/11/2026 | 53.49 K | $991.78 K | -13.87% | 0.30% |
| SALZHAUER MICHAEL | 05/05/2026 | 52.63 K | $975.74 K | 15.09% | 0.29% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 48.01 K | $890.07 K | 10.88% | 0.27% |
| HSBC HOLDINGS PLC | 04/30/2026 | 47.11 K | $871.52 K | -2.48% | 0.26% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2026 | 46.53 K | $862.67 K | 0.00% | 0.26% |
| TD ASSET MANAGEMENT INC | 05/11/2026 | 44.70 K | $828.66 K | 0.00% | 0.25% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 41.80 K | $774.92 K | -18.05% | 0.23% |
| BARCLAYS PLC | 05/15/2026 | 41.30 K | $765.78 K | -27.31% | 0.23% |
| 04/10/2026 | 34.73 K | $657.58 K | 100.00% | 0.19% | |
| GABELLI FUNDS LLC | 05/14/2026 | 34.07 K | $631.57 K | 0.00% | 0.19% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 30.91 K | $573.00 K | -9.22% | 0.17% |
| CITADEL ADVISORS LLC | 05/15/2026 | 26.70 K | $494.96 K | -26.91% | 0.15% |
| FIDUCIARY TRUST CO | 05/15/2026 | 22.35 K | $414.37 K | -4.46% | 0.12% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 22.03 K | $408.37 K | 12.88% | 0.12% |
| ELCO MANAGEMENT CO., LLC | 04/24/2026 | 21.44 K | $397.50 K | 24.36% | 0.12% |
| NUVEEN, LLC | 04/30/2026 | 19.80 K | $367.02 K | 0.00% | 0.11% |
| SQUAREPOINT OPS LLC | 05/15/2026 | 19.74 K | $365.96 K | -45.90% | 0.11% |
| GLOBEFLEX CAPITAL L P | 05/13/2026 | 19.44 K | $360.40 K | 0.00% | 0.11% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 18.46 K | $342.27 K | -47.34% | 0.10% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2026 | 16.90 K | $313.33 K | 12.67% | 0.09% |
| LEGATO CAPITAL MANAGEMENT LLC | 05/14/2026 | 15.47 K | $286.74 K | -1.78% | 0.09% |
| INTEGRATED QUANTITATIVE INVESTMENTS LLC | 05/13/2026 | 15.47 K | $286.74 K | -1.78% | 0.09% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 05/08/2026 | 15.33 K | $284.13 K | -53.57% | 0.08% |
USCB Financial Holdings Inc institutional Ownership - FAQ's
During the previous two years, 105 institutional investors and hedge funds held shares of USCB Financial Holdings Inc. The most heavily invested institutionals were:
T. Rowe Price Investment Management, Inc.: 1.32 M
ENDEAVOUR CAPITAL ADVISORS INC: 1.02 M
ALLIANCEBERNSTEIN L.P.: 937,357
BlackRock, Inc.: 908,837
MENDON CAPITAL ADVISORS CORP: 574,100
RMB Capital Management, LLC: 527,104
64.14% of USCB Financial Holdings Inc stock is owned by institutional investors.
Institutional investors have bought a total of 15.36 M shares in the last 24 months. This purchase volume represents approximately $281.69 M in transactions.