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. | 08/14/2026 | 1.17 M | $24.62 M | -2.07% | 6.31% |
| BLACKROCK, INC. | 08/07/2026 | 1.15 M | $24.17 M | 316.50% | 6.20% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 800.79 K | $16.81 M | -2.58% | 4.31% |
| FJ CAPITAL MANAGEMENT LLC | 08/14/2026 | 497.26 K | $10.44 M | 0.00% | 2.68% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 442.62 K | $9.29 M | 101.28% | 2.38% |
| STATE STREET CORP | 08/07/2026 | 251.30 K | $5.27 M | 299.38% | 1.35% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 247.21 K | $5.19 M | 17.09% | 1.33% |
| HENNESSY ADVISORS INC | 07/16/2026 | 157.00 K | $3.30 M | 1.29% | 0.85% |
| MORGAN STANLEY | 08/13/2026 | 149.09 K | $3.13 M | 20.31% | 0.80% |
| MARSHALL WACE, LLP | 08/13/2026 | 146.20 K | $3.07 M | 44.78% | 0.79% |
| NORTHERN TRUST CORP | 08/13/2026 | 143.82 K | $3.02 M | 257.86% | 0.77% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 124.64 K | $2.62 M | 7.17% | 0.67% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 123.12 K | $2.58 M | 100.00% | 0.66% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 116.81 K | $2.45 M | 169.77% | 0.63% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 109.56 K | $2.30 M | 11.80% | 0.59% |
| ANCORA ADVISORS, LLC | 08/14/2026 | 102.55 K | $2.15 M | 36.03% | 0.55% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 92.49 K | $1.94 M | 21.41% | 0.50% |
| WHITE PINE CAPITAL LLC | 08/05/2026 | 86.71 K | $1.82 M | -4.40% | 0.47% |
| FRANKLIN RESOURCES INC | 08/13/2026 | 68.50 K | $1.44 M | -10.22% | 0.37% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 66.08 K | $1.39 M | -14.07% | 0.36% |
| POLARIS CAPITAL MANAGEMENT, LLC | 07/27/2026 | 62.60 K | $1.31 M | 56.50% | 0.34% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 60.57 K | $1.27 M | 505.67% | 0.33% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 60.57 K | $1.27 M | 100.00% | 0.33% |
| IRONWOOD INVESTMENT MANAGEMENT LLC | 08/14/2026 | 53.64 K | $1.13 M | 0.01% | 0.29% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2026 | 47.24 K | $991.51 K | 17.25% | 0.25% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 45.93 K | $964.13 K | 100.00% | 0.25% |
| TREXQUANT INVESTMENT LP | 08/14/2026 | 45.01 K | $944.68 K | 72.77% | 0.24% |
| PANAGORA ASSET MANAGEMENT INC | 08/06/2026 | 44.70 K | $938.17 K | 100.00% | 0.24% |
| JPMORGAN CHASE & CO | 08/12/2026 | 37.85 K | $800.46 K | -35.08% | 0.20% |
| NUVEEN, LLC | 08/11/2026 | 36.19 K | $759.65 K | 100.00% | 0.19% |
| GSA CAPITAL PARTNERS LLP | 08/06/2026 | 35.21 K | $739.00 K | 100.00% | 0.19% |
| STILWELL VALUE LLC | 08/07/2026 | 35.00 K | $734.65 K | -12.50% | 0.19% |
| VOLEON CAPITAL MANAGEMENT LP | 08/14/2026 | 34.78 K | $730.07 K | 34.46% | 0.19% |
| FREESTONE CAPITAL HOLDINGS, LLC | 07/31/2026 | 34.76 K | $729.54 K | 0.01% | 0.19% |
| GREAT OAK CAPITAL PARTNERS, LLC | 07/14/2026 | 34.16 K | $694.42 K | 0.01% | 0.18% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 33.49 K | $703.04 K | 26.34% | 0.18% |
| ARBITER PARTNERS CAPITAL MANAGEMENT LLC | 09/15/2026 | 32.80 K | $688.47 K | 0.00% | 0.18% |
| OPPENHEIMER & CLOSE, LLC | 08/12/2026 | 26.50 K | $556.28 K | 0.00% | 0.14% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 22.69 K | $476.24 K | -92.98% | 0.12% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 22.31 K | $468.38 K | 258.57% | 0.12% |
| XTX TOPCO LTD | 08/14/2026 | 21.30 K | $447.13 K | 71.40% | 0.11% |
| UBS GROUP AG | 08/13/2026 | 19.79 K | $415.33 K | -2.51% | 0.11% |
| CITADEL ADVISORS LLC | 09/02/2026 | 17.94 K | $376.56 K | 16.65% | 0.10% |
| DEUTSCHE BANK AG\ | 08/07/2026 | 17.88 K | $375.30 K | 100.00% | 0.10% |
| INTEGRATED WEALTH CONCEPTS LLC | 08/12/2026 | 17.74 K | $372.32 K | 100.00% | 0.10% |
| RHUMBLINE ADVISERS | 08/12/2026 | 16.99 K | $356.64 K | 100.00% | 0.09% |
| ENGINEERS GATE MANAGER LP | 08/14/2026 | 15.42 K | $323.67 K | 22.31% | 0.08% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2026 | 15.25 K | $321.00 K | 100.00% | 0.08% |
| LYNCH & ASSOCIATES/IN | 07/13/2026 | 15.21 K | $319.17 K | 0.00% | 0.08% |
| OCCUDO QUANTITATIVE STRATEGIES LP | 08/13/2026 | 14.91 K | $312.98 K | 100.00% | 0.08% |
Avidia Bancorp Inc. institutional Ownership - FAQ's
During the previous two years, 98 institutional investors and hedge funds held shares of Avidia Bancorp Inc.. The most heavily invested institutionals were:
T. Rowe Price Investment Management, Inc.: 1.17 M
BlackRock, Inc.: 1.15 M
VANGUARD CAPITAL MANAGEMENT LLC: 800,793
FJ Capital Management LLC: 497,258
GEODE CAPITAL MANAGEMENT, LLC: 442,624
STATE STREET CORP: 251,299
38.80% of Avidia Bancorp Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 8.29 M shares in the last 24 months. This purchase volume represents approximately $158.55 M in transactions.