Avidia Bancorp Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 05/15/2026 | 1.20 M | $23.56 M | 2.71% | 6.46% |
| 05/15/2026 | 821.98 K | $16.17 M | 100.00% | 4.43% | |
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2026 | 778.44 K | $15.31 M | -3.70% | 4.20% |
| FJ CAPITAL MANAGEMENT LLC | 05/15/2026 | 497.26 K | $9.78 M | 0.00% | 2.68% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 323.03 K | $6.35 M | 358.50% | 1.74% |
| BLACKROCK, INC. | 05/13/2026 | 276.51 K | $5.44 M | -0.84% | 1.49% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 219.91 K | $4.33 M | 11.71% | 1.19% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 211.12 K | $4.15 M | 33.52% | 1.14% |
| HENNESSY ADVISORS INC | 04/21/2026 | 155.00 K | $3.05 M | 63.16% | 0.84% |
| ALLIANCEBERNSTEIN L.P. | 05/15/2026 | 134.88 K | $2.27 M | 0.00% | 0.73% |
| MORGAN STANLEY | 05/15/2026 | 123.93 K | $2.44 M | 40.61% | 0.67% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 116.30 K | $2.29 M | 100.00% | 0.63% |
| MARSHALL WACE, LLP | 05/15/2026 | 100.98 K | $1.99 M | 27.83% | 0.54% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 98.00 K | $1.93 M | 50.37% | 0.53% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/08/2026 | 76.90 K | $1.51 M | 100.00% | 0.41% |
| FRANKLIN RESOURCES INC | 05/13/2026 | 76.30 K | $1.50 M | -0.26% | 0.41% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 76.18 K | $1.50 M | 10.66% | 0.41% |
| ANCORA ADVISORS, LLC | 05/15/2026 | 75.39 K | $1.48 M | 100.00% | 0.41% |
| WHITE PINE CAPITAL LLC | 05/11/2026 | 73.88 K | $1.45 M | 129.51% | 0.40% |
| STATE STREET CORP | 05/15/2026 | 62.92 K | $1.24 M | 14.15% | 0.34% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 58.86 K | $1.16 M | 100.00% | 0.32% |
| JPMORGAN CHASE & CO | 05/13/2026 | 58.30 K | $1.12 M | 38.57% | 0.31% |
| IRONWOOD INVESTMENT MANAGEMENT LLC | 05/15/2026 | 53.64 K | $1.06 M | -1.02% | 0.29% |
| SCHONFELD STRATEGIC ADVISORS LLC | 05/15/2026 | 47.54 K | $935.09 K | 100.00% | 0.26% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 43.30 K | $851.71 K | 254.92% | 0.23% |
| JANE STREET GROUP, LLC | 05/12/2026 | 42.71 K | $840.16 K | 176.03% | 0.23% |
| BNP PARIBAS ARBITRAGE, SNC | 05/12/2026 | 40.29 K | $792.49 K | 4.16% | 0.22% |
| NORTHERN TRUST CORP | 05/14/2026 | 40.19 K | $790.54 K | -3.97% | 0.22% |
| POLARIS CAPITAL MANAGEMENT, LLC | 04/27/2026 | 40.00 K | $786.80 K | 0.00% | 0.22% |
| STILWELL VALUE LLC | 05/06/2026 | 40.00 K | $786.80 K | 0.00% | 0.22% |
| FREESTONE CAPITAL HOLDINGS, LLC | 05/13/2026 | 34.75 K | $683.60 K | 0.01% | 0.19% |
| GREAT OAK CAPITAL PARTNERS, LLC | 04/10/2026 | 34.16 K | $691.64 K | -2.71% | 0.18% |
| ARBITER PARTNERS CAPITAL MANAGEMENT LLC | 05/12/2026 | 32.80 K | $645.18 K | 0.00% | 0.18% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 26.51 K | $521.49 K | 217.55% | 0.14% |
| OPPENHEIMER & CLOSE, LLC | 05/12/2026 | 26.50 K | $521.29 K | 0.00% | 0.14% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2026 | 26.20 K | $515.26 K | 100.00% | 0.14% |
| TREXQUANT INVESTMENT LP | 05/15/2026 | 26.05 K | $512.38 K | 100.00% | 0.14% |
| VOLEON CAPITAL MANAGEMENT LP | 05/15/2026 | 25.87 K | $508.82 K | 100.00% | 0.14% |
| UBS GROUP AG | 05/05/2026 | 20.30 K | $399.22 K | -20.66% | 0.11% |
| DEPRINCE RACE & ZOLLO INC | 04/24/2026 | 20.30 K | $399.22 K | 100.00% | 0.11% |
| POINT72 ASSET MANAGEMENT, L.P. | 05/15/2026 | 17.58 K | $345.74 K | -9.88% | 0.09% |
| CITADEL ADVISORS LLC | 05/15/2026 | 15.38 K | $302.53 K | 100.00% | 0.08% |
| LYNCH & ASSOCIATES/IN | 04/08/2026 | 15.21 K | $299.10 K | 0.00% | 0.08% |
| CITIGROUP INC | 05/11/2026 | 14.51 K | $285.31 K | -35.48% | 0.08% |
| MALTESE CAPITAL MANAGEMENT LLC | 05/15/2026 | 13.50 K | $265.55 K | -64.71% | 0.07% |
| HRT FINANCIAL LP | 05/14/2026 | 13.09 K | $257.00 K | 100.00% | 0.07% |
| BREVAN HOWARD CAPITAL MANAGEMENT LP | 05/15/2026 | 12.75 K | $250.73 K | 100.00% | 0.07% |
| ROCKLAND TRUST CO | 04/16/2026 | 12.65 K | $248.75 K | 0.00% | 0.07% |
| ENGINEERS GATE MANAGER LP | 05/15/2026 | 12.61 K | $247.98 K | 100.00% | 0.07% |
| XTX TOPCO LTD | 05/15/2026 | 12.43 K | $244.46 K | 8.22% | 0.07% |
Avidia Bancorp Inc. institutional Ownership - FAQ's
During the previous two years, 73 institutional investors and hedge funds held shares of Avidia Bancorp Inc.. The most heavily invested institutionals were:
T. Rowe Price Investment Management, Inc.: 1.2 M
WELLINGTON MANAGEMENT GROUP LLP: 778,436
FJ Capital Management LLC: 497,258
MILLENNIUM MANAGEMENT LLC: 323,030
BlackRock, Inc.: 276,514
GEODE CAPITAL MANAGEMENT, LLC: 219,905
34.81% of Avidia Bancorp Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 6.71 M shares in the last 24 months. This purchase volume represents approximately $128.38 M in transactions.