Peoples Bancorp of North Carolina, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2025 | 493.28 K | $15.12 M | -1.96% | 9.30% |
| BLACKROCK, INC. | 11/12/2025 | 305.46 K | $9.37 M | -4.61% | 5.76% |
| VANGUARD GROUP INC | 11/07/2025 | 273.60 K | $8.39 M | 0.23% | 5.16% |
| GENDELL JEFFREY L | 11/14/2025 | 217.76 K | $6.68 M | 0.00% | 4.11% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 157.28 K | $4.82 M | 0.51% | 2.97% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 108.56 K | $3.33 M | -0.77% | 2.05% |
| FOURTHSTONE LLC | 11/14/2025 | 75.61 K | $2.32 M | 115.04% | 1.43% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2025 | 73.82 K | $2.26 M | 0.18% | 1.39% |
| STATE STREET CORP | 11/14/2025 | 61.79 K | $1.89 M | 2.27% | 1.17% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/13/2025 | 61.02 K | $1.87 M | 0.00% | 1.15% |
| MALTESE CAPITAL MANAGEMENT LLC | 11/14/2025 | 49.35 K | $1.51 M | 9.66% | 0.93% |
| NORTHERN TRUST CORP | 11/14/2025 | 35.34 K | $1.08 M | -4.17% | 0.67% |
| PINNACLE HOLDINGS, LLC | 11/12/2025 | 34.89 K | $1.07 M | 0.00% | 0.66% |
| EMPOWERED FUNDS, LLC | 11/13/2025 | 34.21 K | $1.05 M | 0.38% | 0.65% |
| AMG NATIONAL TRUST BANK | 11/10/2025 | 33.75 K | $1.03 M | 0.00% | 0.64% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 32.71 K | $1.00 M | 3.81% | 0.62% |
| HOLDCO ASSET MANAGEMENT, LP | 11/14/2025 | 25.28 K | $775.21 K | 0.00% | 0.48% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 23.38 K | $716.83 K | 0.00% | 0.44% |
| DE LISLE PARTNERS LLP | 11/13/2025 | 21.46 K | $657.99 K | 0.00% | 0.40% |
| MORGAN STANLEY | 11/14/2025 | 14.37 K | $440.68 K | -14.88% | 0.27% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 12.47 K | $382.42 K | 0.00% | 0.24% |
| JANE STREET GROUP, LLC | 11/14/2025 | 11.64 K | $356.88 K | 58.71% | 0.22% |
| CITADEL ADVISORS LLC | 11/14/2025 | 11.25 K | $344.80 K | 40.86% | 0.21% |
| BARCLAYS PLC | 11/12/2025 | 11.01 K | $337.44 K | -7.01% | 0.21% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 10.55 K | $323.35 K | 2.73% | 0.20% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 9.95 K | $305.10 K | 100.00% | 0.19% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 10/20/2025 | 8.10 K | $248.25 K | -14.09% | 0.15% |
| FIRST TRUST ADVISORS LP | 11/12/2025 | 7.30 K | $223.70 K | -65.85% | 0.14% |
| NUVEEN, LLC | 11/12/2025 | 7.07 K | $216.74 K | 0.00% | 0.13% |
| UBS GROUP AG | 11/13/2025 | 6.35 K | $194.60 K | -79.14% | 0.12% |
| RHUMBLINE ADVISERS | 11/06/2025 | 6.33 K | $194.01 K | -3.40% | 0.12% |
| FMR LLC | 11/13/2025 | 4.23 K | $129.75 K | 0.47% | 0.08% |
| JPMORGAN CHASE & CO | 11/26/2025 | 3.68 K | $112.95 K | 21.91% | 0.07% |
| LSV ASSET MANAGEMENT | 11/06/2025 | 3.50 K | $107.00 K | 0.00% | 0.07% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 3.23 K | $99.03 K | 19.45% | 0.06% |
| FARTHER FINANCE ADVISORS, LLC | 10/14/2025 | 3.16 K | $96.73 K | 30.37% | 0.06% |
| ACADIAN ASSET MANAGEMENT LLC | 11/13/2025 | 2.91 K | $89.00 K | 0.00% | 0.05% |
| DEUTSCHE BANK AG\ | 11/13/2025 | 2.61 K | $79.99 K | 0.00% | 0.05% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11/14/2025 | 2.05 K | $62.82 K | -10.99% | 0.04% |
| NEW YORK STATE COMMON RETIREMENT FUND | 11/03/2025 | 2.00 K | $61.32 K | -42.86% | 0.04% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 1.92 K | $58.87 K | -8.00% | 0.04% |
| SALEM INVESTMENT COUNSELORS INC | 10/07/2025 | 1.65 K | $50.59 K | 0.00% | 0.03% |
| BNP PARIBAS ARBITRAGE, SNC | 11/13/2025 | 1.60 K | $49.06 K | 28.10% | 0.03% |
| ADVISORY SERVICES NETWORK, LLC | 11/18/2025 | 1.48 K | $45.40 K | 100.00% | 0.03% |
| POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 11/12/2025 | 996 | $30.54 K | 0.00% | 0.02% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2025 | 932 | $28.59 K | 116.74% | 0.02% |
| CWM, LLC | 10/15/2025 | 709 | $22.00 K | 17.38% | 0.01% |
| STATE OF WYOMING | 11/04/2025 | 470 | $14.41 K | -13.60% | 0.01% |
| AMERITAS INVESTMENT PARTNERS, INC. | 11/10/2025 | 446 | $13.67 K | 0.00% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2025 | 408 | $12.51 K | -64.52% | 0.01% |
Peoples Bancorp of North Carolina, Inc. institutional Ownership - FAQ's
During the previous two years, 88 institutional investors and hedge funds held shares of Peoples Bancorp of North Carolina, Inc.. The most heavily invested institutionals were:
WELLINGTON MANAGEMENT GROUP LLP: 493,278
BlackRock, Inc.: 305,459
VANGUARD GROUP INC: 273,599
GENDELL JEFFREY L: 217,763
DIMENSIONAL FUND ADVISORS LP: 157,281
GEODE CAPITAL MANAGEMENT, LLC: 108,556
42.90% of Peoples Bancorp of North Carolina, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 2.68 M shares in the last 24 months. This purchase volume represents approximately $88.76 M in transactions.