Isabella Bank Corp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 01/29/2026 | 306.69 K | $15.33 B | 24.70% | 4.16% |
| BLACKROCK, INC. | 02/12/2026 | 100.77 K | $5.04 B | 1.87% | 1.37% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 77.48 K | $3.88 B | 0.96% | 1.05% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 52.45 K | $2.62 B | 751.53% | 0.71% |
| HARBOUR INVESTMENTS, INC. | 02/09/2026 | 27.02 K | $1.35 M | 0.00% | 0.37% |
| MARSHALL WACE, LLP | 02/13/2026 | 23.72 K | $1.19 M | 100.00% | 0.32% |
| GOLDMAN SACHS GROUP INC | 02/10/2026 | 19.89 K | $994.40 M | 100.00% | 0.27% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 13.11 K | $655.25 M | 100.00% | 0.18% |
| LPL FINANCIAL LLC | 02/11/2026 | 10.55 K | $527.57 K | 100.00% | 0.14% |
| STATE STREET CORP | 02/13/2026 | 8.59 K | $429.55 K | 27.86% | 0.12% |
| MORGAN STANLEY | 02/13/2026 | 8.40 K | $419.95 M | 170.50% | 0.11% |
| JANE STREET GROUP, LLC | 02/12/2026 | 8.40 K | $419.90 M | 100.00% | 0.11% |
| FOURTHOUGHT FINANCIAL PARTNERS, LLC | 02/06/2026 | 7.39 K | $369.60 K | 0.00% | 0.10% |
| INTEGRATED WEALTH CONCEPTS LLC | 02/13/2026 | 6.11 K | $305.53 K | 0.20% | 0.08% |
| CITADEL ADVISORS LLC | 02/17/2026 | 5.76 K | $287.85 M | -67.78% | 0.08% |
| NORRIS PERNE & FRENCH LLP/MI | 01/23/2026 | 5.15 K | $257.55 K | 100.00% | 0.07% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 4.32 K | $215.90 M | 156.26% | 0.06% |
| UBS GROUP AG | 01/29/2026 | 3.83 K | $191.25 M | 382,400.00% | 0.05% |
| BARCLAYS PLC | 02/13/2026 | 3.36 K | $168.05 M | 100.00% | 0.05% |
| ATLANTIC UNION BANKSHARES CORP | 02/04/2026 | 2.56 K | $128.15 K | 0.00% | 0.03% |
| CITIGROUP INC | 02/13/2026 | 2.25 K | $112.65 K | 225,200.00% | 0.03% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/17/2026 | 1.72 K | $86.15 K | 100.00% | 0.02% |
| CWM, LLC | 01/26/2026 | 756 | $38.00 K | 100.00% | 0.01% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 500 | $25.00 K | 0.00% | 0.01% |
| MAI CAPITAL MANAGEMENT | 02/13/2026 | 350 | $17.50 K | 0.00% | 0.00% |
| CLEARSTEAD ADVISORS, LLC | 02/09/2026 | 281 | $14.05 K | 0.00% | 0.00% |
| HUNTINGTON NATIONAL BANK | 02/09/2026 | 250 | $12.50 K | -50.00% | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 150 | $7.50 K | 0.00% | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 02/10/2026 | 50 | $2.50 K | 0.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 19 | $950.00 K | 0.00% | 0.00% |
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Isabella Bank Corp institutional Ownership - FAQ's
During the previous two years, 25 institutional investors and hedge funds held shares of Isabella Bank Corp. The most heavily invested institutionals were:
VANGUARD GROUP INC: 306,685
BlackRock, Inc.: 100,772
GEODE CAPITAL MANAGEMENT, LLC: 77,481
SUSQUEHANNA INTERNATIONAL GROUP, LLP: 52,446
HARBOUR INVESTMENTS, INC.: 27,021
MARSHALL WACE, LLP: 23,718
8.46% of Isabella Bank Corp stock is owned by institutional investors.
Institutional investors have bought a total of 676.94 K shares in the last 24 months. This purchase volume represents approximately $35.11 M in transactions.