Isabella Bank Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/07/2025 | 245.94 K | $8.67 M | 116.90% | 3.30% |
| BLACKROCK, INC. | 11/12/2025 | 98.92 K | $3.49 M | 6.33% | 1.33% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 76.75 K | $2.71 M | 54.30% | 1.03% |
| HARBOUR INVESTMENTS, INC. | 11/12/2025 | 27.02 K | $952.49 K | 100.00% | 0.36% |
| CITADEL ADVISORS LLC | 11/14/2025 | 17.87 K | $629.74 K | 100.00% | 0.24% |
| NORTHERN TRUST CORP | 11/14/2025 | 13.54 K | $477.36 K | 4.21% | 0.18% |
| FOURTHOUGHT FINANCIAL PARTNERS, LLC | 11/13/2025 | 7.39 K | $260.57 K | -9.77% | 0.10% |
| STATE STREET CORP | 11/14/2025 | 6.72 K | $236.85 K | 100.00% | 0.09% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 6.16 K | $217.11 K | 100.00% | 0.08% |
| INTEGRATED WEALTH CONCEPTS LLC | 11/14/2025 | 6.10 K | $215.01 K | 100.00% | 0.08% |
| MORGAN STANLEY | 11/14/2025 | 3.11 K | $109.45 K | 0.00% | 0.04% |
| ATLANTIC UNION BANKSHARES CORP | 11/04/2025 | 2.56 K | $90.35 K | 0.00% | 0.03% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 1.69 K | $59.40 K | 2,617.74% | 0.02% |
| HUNTINGTON NATIONAL BANK | 11/12/2025 | 500 | $17.63 K | 0.00% | 0.01% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 500 | $17.63 K | -50.00% | 0.01% |
| MAI CAPITAL MANAGEMENT | 11/10/2025 | 350 | $12.34 K | 0.00% | 0.00% |
| CLEARSTEAD ADVISORS, LLC | 11/10/2025 | 281 | $9.91 K | 0.00% | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 11/04/2025 | 150 | $5.27 K | 100.00% | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 11/07/2025 | 50 | $1.76 K | 0.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 19 | $670 | 0.00% | 0.00% |
| CITIGROUP INC | 11/10/2025 | 1 | $35 | 100.00% | 0.00% |
| UBS GROUP AG | 11/13/2025 | 1 | $35 | -99.95% | 0.00% |
| ROYAL BANK OF CANADA | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
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Isabella Bank Corporation institutional Ownership - FAQ's
During the previous two years, 24 institutional investors and hedge funds held shares of Isabella Bank Corporation. The most heavily invested institutionals were:
VANGUARD GROUP INC: 245,936
BlackRock, Inc.: 98,924
GEODE CAPITAL MANAGEMENT, LLC: 76,745
HARBOUR INVESTMENTS, INC.: 27,021
CITADEL ADVISORS LLC: 17,865
NORTHERN TRUST CORP: 13,542
6.92% of Isabella Bank Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 515.61 K shares in the last 24 months. This purchase volume represents approximately $24.10 M in transactions.