Peoples Bancorp of North Carolina, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 337,575 | $8.57 M | 100.00% | 6.37% |
| VANGUARD GROUP INC | 11/13/2024 | 273,572 | $6.95 M | 1.72% | 5.17% |
| STRATEGIC VALUE BANK PARTNERS LLC | 11/14/2024 | 272,089 | $6.91 M | -8.25% | 5.14% |
| GENDELL JEFFREY L | 11/14/2024 | 217,763 | $5.53 M | 0.00% | 4.11% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 154,966 | $3.93 M | 5.69% | 2.93% |
| HOLDCO ASSET MANAGEMENT, LP | 11/13/2024 | 106,051 | $2.69 M | 0.00% | 2.00% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 101,583 | $2.58 M | -0.17% | 1.92% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2024 | 83,125 | $2.11 M | 1.81% | 1.57% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/14/2024 | 62,167 | $1.58 M | 763.31% | 1.17% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2024 | 60,434 | $1.53 M | 0.00% | 1.14% |
| STATE STREET CORP | 11/14/2024 | 54,510 | $1.38 M | 7.47% | 1.03% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 49,407 | $1.25 M | 124.45% | 0.93% |
| PINNACLE HOLDINGS, LLC | 11/12/2024 | 34,889 | $885,832 | 0.00% | 0.66% |
| AMG NATIONAL TRUST BANK | 11/07/2024 | 34,745 | $882,176 | -6.71% | 0.66% |
| CITADEL ADVISORS LLC | 11/14/2024 | 32,739 | $831,243 | 100.00% | 0.62% |
| MALTESE CAPITAL MANAGEMENT LLC | 11/14/2024 | 31,100 | $789,629 | 33.79% | 0.59% |
| EMPOWERED FUNDS, LLC | 11/06/2024 | 30,278 | $768,758 | 5.12% | 0.57% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 23,923 | $607,405 | 100.00% | 0.45% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 22,685 | $575,972 | 100.00% | 0.43% |
| MORGAN STANLEY | 11/14/2024 | 22,581 | $573,331 | 110.62% | 0.43% |
| DE LISLE PARTNERS LLP | 11/14/2024 | 21,461 | $544,895 | 100.00% | 0.41% |
| FOURTHSTONE LLC | 11/14/2024 | 20,174 | $512,218 | -94.47% | 0.38% |
| FIRST TRUST ADVISORS LP | 11/13/2024 | 16,674 | $423,352 | 100.00% | 0.31% |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 11/12/2024 | 15,990 | $406,000 | 100.00% | 0.30% |
| MARSHALL WACE, LLP | 11/14/2024 | 14,857 | $377,220 | 100.00% | 0.28% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 14,254 | $361,909 | -9.66% | 0.27% |
| ACADIAN ASSET MANAGEMENT LLC | 11/12/2024 | 13,229 | $335,000 | 100.00% | 0.25% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 12,473 | $316,689 | -1.13% | 0.24% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11/12/2024 | 9,582 | $237,825 | 100.00% | 0.18% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 9,554 | $242,575 | -28.03% | 0.18% |
| BARCLAYS PLC | 11/19/2024 | 7,801 | $198,000 | 390.63% | 0.15% |
| RHUMBLINE ADVISERS | 11/12/2024 | 6,733 | $170,946 | 16.53% | 0.13% |
| ROYAL BANK OF CANADA | 11/14/2024 | 4,582 | $116,000 | 777.78% | 0.09% |
| JPMORGAN CHASE & CO | 12/26/2024 | 4,366 | $110,853 | 15.20% | 0.08% |
| UBS GROUP AG | 11/14/2024 | 3,717 | $94,374 | 23.32% | 0.07% |
| NEW YORK STATE COMMON RETIREMENT FUND | 10/28/2024 | 3,500 | $89,000 | 0.00% | 0.07% |
| LSV ASSET MANAGEMENT | 11/12/2024 | 3,500 | $89,000 | 100.00% | 0.07% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 3,430 | $87,088 | 14.87% | 0.06% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11/14/2024 | 2,407 | $61,114 | 100.00% | 0.05% |
| COREBRIDGE FINANCIAL, INC. | 11/13/2024 | 2,359 | $59,895 | -3.56% | 0.04% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 2,026 | $51,450 | 1.35% | 0.04% |
| SALEM INVESTMENT COUNSELORS INC | 10/15/2024 | 1,650 | $41,894 | 0.00% | 0.03% |
| STATE OF WYOMING | 11/14/2024 | 1,246 | $31,636 | -0.72% | 0.02% |
| FMR LLC | 11/13/2024 | 790 | $20,058 | 343.82% | 0.01% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2024 | 775 | $19,668 | 100.00% | 0.01% |
| PICTON MAHONEY ASSET MANAGEMENT | 11/04/2024 | 774 | $20,000 | 100.00% | 0.01% |
| CWM, LLC | 10/08/2024 | 521 | $13,000 | 100.00% | 0.01% |
| AMERITAS INVESTMENT PARTNERS, INC. | 11/13/2024 | 446 | $11,324 | 0.00% | 0.01% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 396 | $10,054 | 0.00% | 0.01% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 11/14/2024 | 330 | $8,379 | 0.00% | 0.01% |
Peoples Bancorp of North Carolina, Inc.institutional Ownership - FAQ's
During the previous two years, 76 institutional investors and hedge funds held shares of Peoples Bancorp of North Carolina, Inc.. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 337,575
VANGUARD GROUP INC: 273,572
STRATEGIC VALUE BANK PARTNERS LLC: 272,089
GENDELL JEFFREY L: 217,763
DIMENSIONAL FUND ADVISORS LP: 154,966
HoldCo Asset Management, LP: 106,051
42.61% of Peoples Bancorp of North Carolina, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 2.60 M shares in the last 24 months. This purchase volume represents approximately $80.82 M in transactions.