SB Financial Group Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 02/13/2026 | 473.72 K | $10.55 M | -0.26% | 7.58% |
| BLACKROCK, INC. | 02/12/2026 | 387.37 K | $8.63 M | 8.36% | 6.20% |
| CUTLER CAPITAL MANAGEMENT, LLC | 02/13/2026 | 390.98 K | $8.71 M | -0.18% | 6.14% |
| VANGUARD GROUP INC | 01/29/2026 | 370.76 K | $8.26 M | -0.65% | 5.93% |
| STRATEGIC VALUE BANK PARTNERS LLC | 01/27/2026 | 274.16 K | $6.11 M | -1.67% | 4.39% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 192.10 K | $4.28 M | 2.63% | 3.07% |
| PETIOLE USA LTD | 02/20/2026 | 168.82 K | $3.76 M | -4.13% | 2.70% |
| PINNACLE HOLDINGS, LLC | 02/12/2026 | 156.91 K | $3.49 M | 0.00% | 2.51% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 145.04 K | $3.23 M | 0.26% | 2.32% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/17/2026 | 81.51 K | $1.82 M | 0.00% | 1.30% |
| STATE STREET CORP | 02/13/2026 | 66.69 K | $1.49 M | 4.59% | 1.07% |
| GOLDMAN SACHS GROUP INC | 02/10/2026 | 51.02 K | $1.14 M | 23.84% | 0.82% |
| GENDELL JEFFREY L | 02/13/2026 | 46.29 K | $1.03 M | 0.00% | 0.74% |
| NORTHERN TRUST CORP | 02/17/2026 | 46.60 K | $1.04 M | -10.69% | 0.73% |
| FIRST MANHATTAN CO. LLC. | 02/17/2026 | 35.63 K | $793.41 K | 0.00% | 0.57% |
| BARCLAYS PLC | 02/13/2026 | 34.05 K | $758.36 K | 7.78% | 0.54% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/13/2026 | 31.00 K | $690.39 K | 0.00% | 0.49% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 27.43 K | $610.76 K | -22.80% | 0.44% |
| MORGAN STANLEY | 02/13/2026 | 25.64 K | $571.00 K | 14.70% | 0.41% |
| VENTURE VISIONARY PARTNERS LLC | 02/13/2026 | 23.91 K | $532.52 K | 0.23% | 0.38% |
| VALMARK ADVISERS, INC. | 01/26/2026 | 22.75 K | $506.67 K | 0.00% | 0.36% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 02/11/2026 | 20.84 K | $464.09 K | -39.80% | 0.33% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 17.73 K | $394.74 K | 11.82% | 0.28% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 16.62 K | $370.02 K | -8.48% | 0.27% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 16.31 K | $363.29 K | 10.87% | 0.26% |
| CITADEL ADVISORS LLC | 02/17/2026 | 14.96 K | $333.25 K | -49.51% | 0.24% |
| PRINCETON CAPITAL MANAGEMENT LLC | 02/06/2026 | 14.41 K | $320.87 K | 26.30% | 0.23% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 13.30 K | $296.21 K | 27.03% | 0.21% |
| ACADIAN ASSET MANAGEMENT LLC | 02/10/2026 | 11.83 K | $261.00 K | 12.31% | 0.19% |
| GSA CAPITAL PARTNERS LLP | 02/06/2026 | 11.73 K | $261.00 K | -22.27% | 0.19% |
| RITHOLTZ WEALTH MANAGEMENT | 01/23/2026 | 9.38 K | $208.79 K | -51.75% | 0.15% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 9.15 K | $203.79 K | 28.42% | 0.15% |
| STRS OHIO | 02/02/2026 | 7.00 K | $155.89 K | 0.00% | 0.11% |
| RHUMBLINE ADVISERS | 02/13/2026 | 6.44 K | $143.44 K | -22.37% | 0.10% |
| LSV ASSET MANAGEMENT | 02/06/2026 | 6.30 K | $140.00 K | 0.00% | 0.10% |
| DEUTSCHE BANK AG\ | 02/11/2026 | 4.14 K | $92.22 K | 87.29% | 0.07% |
| SJS INVESTMENT CONSULTING INC. | 01/21/2026 | 3.79 K | $84.49 K | 0.03% | 0.06% |
| JPMORGAN CHASE & CO | 02/11/2026 | 3.43 K | $76.43 K | -33.45% | 0.05% |
| NEW YORK STATE COMMON RETIREMENT FUND | 02/12/2026 | 3.30 K | $73.49 K | 0.00% | 0.05% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 2.99 K | $66.50 K | 0.00% | 0.05% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 02/17/2026 | 2.73 K | $60.73 K | -2.22% | 0.04% |
| CITIGROUP INC | 02/13/2026 | 1.96 K | $43.74 K | 2,746.38% | 0.03% |
| BNP PARIBAS ARBITRAGE, SNC | 02/10/2026 | 1.82 K | $40.55 K | 1.68% | 0.03% |
| POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 02/13/2026 | 1.53 K | $34.12 K | 0.00% | 0.02% |
| CWM, LLC | 01/26/2026 | 940 | $21.00 K | 39.26% | 0.02% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 02/06/2026 | 705 | $15.70 K | 0.00% | 0.01% |
| AMERITAS INVESTMENT PARTNERS, INC. | 02/11/2026 | 606 | $13.50 K | 0.00% | 0.01% |
| UBS GROUP AG | 01/29/2026 | 604 | $13.45 K | -72.78% | 0.01% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/17/2026 | 567 | $12.63 K | -16.12% | 0.01% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 536 | $11.94 K | 0.00% | 0.01% |
SB Financial Group Inc institutional Ownership - FAQ's
During the previous two years, 81 institutional investors and hedge funds held shares of SB Financial Group Inc. The most heavily invested institutionals were:
MANUFACTURERS LIFE INSURANCE COMPANY, THE: 473,718
Cutler Capital Management, LLC: 390,982
BlackRock, Inc.: 387,370
VANGUARD GROUP INC: 370,763
STRATEGIC VALUE BANK PARTNERS LLC: 274,163
DIMENSIONAL FUND ADVISORS LP: 192,095
52.89% of SB Financial Group Inc stock is owned by institutional investors.
Institutional investors have bought a total of 3.52 M shares in the last 24 months. This purchase volume represents approximately $76.18 M in transactions.