Avidbank Holdings, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 11/14/2025 | 1.05 M | $26.80 M | 100.00% | 13.95% | |
| FOURTHSTONE LLC | 11/14/2025 | 1.04 M | $26.58 M | 100.00% | 13.83% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2025 | 854.13 K | $21.78 M | 100.00% | 11.34% |
| ENDEAVOUR CAPITAL ADVISORS INC | 11/07/2025 | 697.89 K | $17.80 M | 100.00% | 9.26% |
| BANC FUNDS CO LLC | 11/14/2025 | 677.72 K | $17.28 M | 1.15% | 9.00% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2025 | 498.65 K | $12.72 M | 100.00% | 6.62% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11/14/2025 | 425.96 K | $10.86 M | 100.00% | 5.65% |
| MENDON CAPITAL ADVISORS CORP | 11/14/2025 | 297.65 K | $7.60 M | 100.00% | 3.95% |
| RMB CAPITAL MANAGEMENT, LLC | 11/13/2025 | 241.78 K | $6.17 M | 100.00% | 3.21% |
| MALTESE CAPITAL MANAGEMENT LLC | 11/14/2025 | 220.00 K | $5.61 M | 100.00% | 2.92% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 11/14/2025 | 190.32 K | $4.85 M | 100.00% | 2.53% |
| JACOBS ASSET MANAGEMENT, LLC | 11/13/2025 | 146.12 K | $3.73 M | 100.00% | 1.94% |
| NORTH REEF CAPITAL MANAGEMENT LP | 11/14/2025 | 141.50 K | $3.61 M | 100.00% | 1.88% |
| BOOTHBAY FUND MANAGEMENT, LLC | 11/14/2025 | 137.53 K | $3.51 M | 100.00% | 1.83% |
| VANGUARD GROUP INC | 11/07/2025 | 133.36 K | $3.40 M | 100.00% | 1.77% |
| FRANKLIN RESOURCES INC | 11/13/2025 | 128.14 K | $3.27 M | 100.00% | 1.70% |
| ALGEBRIS (UK) LTD | 10/31/2025 | 122.58 K | $3.12 M | 100.00% | 1.63% |
| EJF CAPITAL LLC | 11/12/2025 | 110.86 K | $2.83 M | 100.00% | 1.47% |
| BLACKROCK, INC. | 11/12/2025 | 98.78 K | $2.52 M | 100.00% | 1.31% |
| PMC FIG OPPORTUNITIES LLC | 11/14/2025 | 93.74 K | $2.39 M | 100.00% | 1.24% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 11/12/2025 | 85.00 K | $2.17 M | 100.00% | 1.13% |
| RHINO INVESTMENT PARTNERS, INC | 11/14/2025 | 80.00 K | $2.04 M | 100.00% | 1.06% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 74.58 K | $1.90 M | 100.00% | 0.99% |
| MIRACLE MILE ADVISORS, LLC | 10/20/2025 | 71.20 K | $1.82 M | 100.00% | 0.95% |
| COLONY GROUP, LLC | 11/14/2025 | 43.36 K | $1.11 M | 100.00% | 0.58% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 38.40 K | $979.15 K | 100.00% | 0.51% |
| UBS GROUP AG | 11/13/2025 | 33.01 K | $841.63 K | 100.00% | 0.44% |
| PERSISTENT ASSET PARTNERS LTD | 11/10/2025 | 30.13 K | $768.32 K | 100.00% | 0.40% |
| KENNEDY CAPITAL MANAGEMENT LLC | 11/13/2025 | 26.14 K | $666.52 K | 100.00% | 0.35% |
| ELIZABETH PARK CAPITAL ADVISORS, LTD. | 11/13/2025 | 20.00 K | $510.00 K | 100.00% | 0.27% |
| ELCO MANAGEMENT CO., LLC | 11/05/2025 | 15.52 K | $395.63 K | 100.00% | 0.21% |
| NORTHERN TRUST CORP | 11/14/2025 | 15.30 K | $390.25 K | 100.00% | 0.20% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 14.24 K | $362.99 K | 100.00% | 0.19% |
| EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT | 11/10/2025 | 10.60 K | $270.30 K | 100.00% | 0.14% |
| GHISALLO CAPITAL MANAGEMENT LLC | 11/14/2025 | 10.00 K | $255.00 K | 100.00% | 0.13% |
| HIGHTOWER ADVISORS, LLC | 11/07/2025 | 9.94 K | $253.57 K | 100.00% | 0.13% |
| CERITY PARTNERS LLC | 10/22/2025 | 8.90 K | $226.95 K | 100.00% | 0.12% |
| BETTERWEALTH, LLC | 10/21/2025 | 8.48 K | $216.34 K | 100.00% | 0.11% |
| CITADEL ADVISORS LLC | 11/14/2025 | 8.12 K | $207.14 K | 100.00% | 0.11% |
| MORGAN STANLEY | 11/14/2025 | 5.86 K | $149.30 K | 100.00% | 0.08% |
| CALDWELL SUTTER CAPITAL, INC. | 10/29/2025 | 5.50 K | $140.25 K | 100.00% | 0.07% |
| QUARRY LP | 11/14/2025 | 1.04 K | $26.47 K | 100.00% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2025 | 412 | $10.51 K | 100.00% | 0.01% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 60 | $1.53 K | 100.00% | 0.00% |
Avidbank Holdings, Inc. institutional Ownership - FAQ's
During the previous two years, 43 institutional investors and hedge funds held shares of Avidbank Holdings, Inc.. The most heavily invested institutionals were:
Fourthstone LLC: 1.04 M
ALLIANCEBERNSTEIN L.P.: 854,127
ENDEAVOUR CAPITAL ADVISORS INC: 697,886
BANC FUNDS CO LLC: 677,719
WELLINGTON MANAGEMENT GROUP LLP: 498,653
MANUFACTURERS LIFE INSURANCE COMPANY, THE: 425,956
105.19% of Avidbank Holdings, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 6.87 M shares in the last 24 months. This purchase volume represents approximately $183.55 M in transactions.