Preferred Bank Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 11/12/2025 | 1.21 M | $109.43 M | -0.50% | 9.43% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 11/14/2025 | 1.14 M | $102.97 M | -1.00% | 8.88% |
| VANGUARD GROUP INC | 11/07/2025 | 869.63 K | $78.61 M | -1.92% | 6.78% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 601.05 K | $54.33 M | -1.18% | 4.68% |
| STATE STREET CORP | 11/14/2025 | 554.79 K | $50.15 M | -9.09% | 4.32% |
| BOSTON PARTNERS | 11/13/2025 | 528.53 K | $47.75 M | -0.67% | 4.12% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 478.48 K | $43.25 M | -1.48% | 3.73% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 362.33 K | $32.76 M | -2.62% | 2.82% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 337.80 K | $30.53 M | 15.74% | 2.63% |
| NUVEEN, LLC | 11/12/2025 | 337.76 K | $30.53 M | -1.84% | 2.63% |
| MORGAN STANLEY | 11/14/2025 | 239.90 K | $21.68 M | 11.18% | 1.87% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 173.50 K | $15.68 M | 15.74% | 1.35% |
| KENNEDY CAPITAL MANAGEMENT LLC | 11/13/2025 | 166.26 K | $15.03 M | -4.34% | 1.30% |
| NORTHERN TRUST CORP | 11/14/2025 | 153.45 K | $13.87 M | -3.04% | 1.20% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 139.37 K | $12.60 M | -5.04% | 1.09% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 11/14/2025 | 138.35 K | $12.51 M | -5.98% | 1.08% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 132.79 K | $12.00 M | -2.21% | 1.03% |
| PHOCAS FINANCIAL CORP. | 11/12/2025 | 130.19 K | $11.77 M | 2.08% | 1.01% |
| STIEVEN CAPITAL ADVISORS, L.P. | 11/13/2025 | 118.22 K | $10.69 M | -2.31% | 0.92% |
| HSBC HOLDINGS PLC | 11/13/2025 | 116.32 K | $10.45 M | -20.57% | 0.91% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 105.28 K | $9.52 M | 2.12% | 0.82% |
| UBS GROUP AG | 11/13/2025 | 83.28 K | $7.53 M | -53.27% | 0.65% |
| DANA INVESTMENT ADVISORS, INC. | 11/10/2025 | 80.86 K | $7.31 M | -0.43% | 0.63% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2025 | 74.64 K | $6.75 M | 288.37% | 0.58% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 74.56 K | $6.74 M | -2.74% | 0.58% |
| INVESCO LTD. | 11/13/2025 | 73.48 K | $6.64 M | 26.07% | 0.57% |
| MALTESE CAPITAL MANAGEMENT LLC | 11/14/2025 | 72.50 K | $6.55 M | 3.57% | 0.56% |
| PROSHARE ADVISORS LLC | 11/06/2025 | 67.48 K | $6.10 M | -9.62% | 0.53% |
| PRINCIPAL FINANCIAL GROUP INC | 11/04/2025 | 66.09 K | $5.97 M | -6.39% | 0.52% |
| TWO SIGMA ADVISERS, LP | 11/14/2025 | 65.10 K | $5.88 M | 15.63% | 0.51% |
| FIRST TRUST ADVISORS LP | 11/12/2025 | 62.19 K | $5.62 M | -8.56% | 0.48% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 11/06/2025 | 56.37 K | $5.10 M | 10.84% | 0.44% |
| DE LISLE PARTNERS LLP | 11/13/2025 | 54.68 K | $4.93 M | 0.00% | 0.43% |
| ROYAL BANK OF CANADA | 11/14/2025 | 53.64 K | $4.85 M | -36.61% | 0.42% |
| JPMORGAN CHASE & CO | 11/26/2025 | 43.48 K | $3.93 M | -29.88% | 0.34% |
| FMR LLC | 11/13/2025 | 42.02 K | $3.80 M | 146.94% | 0.33% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 11/14/2025 | 41.60 K | $3.76 M | -4.24% | 0.32% |
| KESTREL INVESTMENT MANAGEMENT CORP | 11/12/2025 | 41.45 K | $3.75 M | 0.00% | 0.32% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 40.41 K | $3.65 M | -22.33% | 0.31% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2025 | 40.16 K | $3.63 M | 4.79% | 0.31% |
| RHUMBLINE ADVISERS | 11/06/2025 | 39.70 K | $3.59 M | -1.72% | 0.31% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 39.15 K | $3.54 M | -36.71% | 0.31% |
| DENALI ADVISORS LLC | 11/07/2025 | 34.20 K | $3.09 M | 100.00% | 0.27% |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 11/13/2025 | 32.27 K | $2.92 M | -3.60% | 0.25% |
| NEW YORK STATE COMMON RETIREMENT FUND | 11/03/2025 | 31.32 K | $2.83 M | 36.05% | 0.24% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 31.13 K | $2.81 M | 4.63% | 0.24% |
| JANE STREET GROUP, LLC | 11/14/2025 | 30.82 K | $2.79 M | -21.70% | 0.24% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 30.23 K | $2.73 M | -9.50% | 0.24% |
| FRANKLIN RESOURCES INC | 11/13/2025 | 30.00 K | $2.71 M | 5.58% | 0.23% |
| FEDERATED HERMES, INC. | 11/03/2025 | 29.94 K | $2.71 M | -1.85% | 0.23% |
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Preferred Bank institutional Ownership - FAQ's
During the previous two years, 280 institutional investors and hedge funds held shares of Preferred Bank. The most heavily invested institutionals were:
BlackRock, Inc.: 1.21 M
T. Rowe Price Investment Management, Inc.: 1.14 M
VANGUARD GROUP INC: 869,631
DIMENSIONAL FUND ADVISORS LP: 601,046
STATE STREET CORP: 554,790
Boston Partners: 528,526
81.19% of Preferred Bank stock is owned by institutional investors.
Institutional investors have bought a total of 13.56 M shares in the last 24 months. This purchase volume represents approximately $1.29 B in transactions.