USCB Financial Holdings, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 11/14/2025 | 2.04 M | $35.53 M | 100.00% | 10.15% | |
| ENDEAVOUR CAPITAL ADVISORS INC | 11/07/2025 | 1.25 M | $21.76 M | 0.50% | 6.22% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 11/14/2025 | 1.24 M | $21.72 M | 100.00% | 6.21% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2025 | 958.22 K | $16.72 M | -1.53% | 4.78% |
| BLACKROCK, INC. | 11/12/2025 | 918.69 K | $16.03 M | 4.20% | 4.58% |
| VANGUARD GROUP INC | 11/07/2025 | 740.19 K | $12.92 M | -0.65% | 3.69% |
| MENDON CAPITAL ADVISORS CORP | 11/14/2025 | 487.14 K | $8.50 M | -29.51% | 2.43% |
| RMB CAPITAL MANAGEMENT, LLC | 11/13/2025 | 448.64 K | $7.83 M | -21.38% | 2.24% |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 11/14/2025 | 438.21 K | $7.65 M | -7.10% | 2.18% |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 11/12/2025 | 351.31 K | $6.13 M | -2.19% | 1.75% |
| MALTESE CAPITAL MANAGEMENT LLC | 11/14/2025 | 262.12 K | $4.57 M | -9.36% | 1.31% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 248.04 K | $4.33 M | -0.27% | 1.24% |
| KENNEDY CAPITAL MANAGEMENT LLC | 11/13/2025 | 243.44 K | $4.25 M | -21.70% | 1.21% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 154.96 K | $2.70 M | 7.83% | 0.77% |
| STATE STREET CORP | 11/14/2025 | 140.58 K | $2.45 M | -0.90% | 0.70% |
| BANC FUNDS CO LLC | 11/14/2025 | 125.42 K | $2.19 M | -15.96% | 0.63% |
| NORTHERN TRUST CORP | 11/14/2025 | 122.33 K | $2.13 M | -0.85% | 0.61% |
| ELIZABETH PARK CAPITAL ADVISORS, LTD. | 11/13/2025 | 110.60 K | $1.93 M | 24.83% | 0.55% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 102.37 K | $1.79 M | 14.62% | 0.51% |
| MORGAN STANLEY | 11/14/2025 | 67.96 K | $1.19 M | 54.46% | 0.34% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 11/13/2025 | 61.68 K | $1.08 M | 5.13% | 0.31% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 56.60 K | $987.62 K | 15.31% | 0.28% |
| BARCLAYS PLC | 11/12/2025 | 51.25 K | $894.22 K | 7.00% | 0.26% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 43.87 K | $765.50 K | 13.05% | 0.22% |
| HSBC HOLDINGS PLC | 11/13/2025 | 43.16 K | $741.01 K | 31.28% | 0.22% |
| TD ASSET MANAGEMENT INC | 11/10/2025 | 42.89 K | $748.36 K | 100.00% | 0.21% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 38.71 K | $675.51 K | 16.82% | 0.19% |
| GABELLI FUNDS LLC | 11/12/2025 | 34.07 K | $594.43 K | 0.00% | 0.17% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 31.82 K | $555.28 K | -6.02% | 0.16% |
| SALZHAUER MICHAEL | 10/20/2025 | 31.73 K | $465.60 K | 0.00% | 0.16% |
| MARSHALL WACE, LLP | 11/13/2025 | 29.57 K | $515.96 K | 100.00% | 0.15% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 10/20/2025 | 29.15 K | $508.63 K | 109.95% | 0.15% |
| CITADEL ADVISORS LLC | 11/14/2025 | 28.54 K | $498.02 K | 142.60% | 0.14% |
| GSA CAPITAL PARTNERS LLP | 11/07/2025 | 24.53 K | $428.00 K | 52.05% | 0.12% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 24.26 K | $423.27 K | -0.61% | 0.12% |
| SQUAREPOINT OPS LLC | 11/14/2025 | 23.16 K | $404.06 K | 100.00% | 0.12% |
| NUVEEN, LLC | 11/12/2025 | 19.80 K | $345.44 K | 0.00% | 0.10% |
| MARTINGALE ASSET MANAGEMENT L P | 11/13/2025 | 19.37 K | $338.08 K | 100.00% | 0.10% |
| ELCO MANAGEMENT CO., LLC | 11/05/2025 | 17.24 K | $300.84 K | -55.67% | 0.09% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 16.19 K | $282.51 K | 1.89% | 0.08% |
| RHUMBLINE ADVISERS | 11/06/2025 | 15.92 K | $277.74 K | -2.31% | 0.08% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 13.49 K | $235.43 K | 100.00% | 0.07% |
| FIDUCIARY TRUST CO | 11/14/2025 | 13.01 K | $226.95 K | 100.00% | 0.06% |
| FIRST TRUST ADVISORS LP | 11/12/2025 | 11.05 K | $192.87 K | -13.61% | 0.06% |
| QUADRATURE CAPITAL LTD | 11/13/2025 | 10.69 K | $187.04 K | 100.00% | 0.05% |
| HILLSDALE INVESTMENT MANAGEMENT INC. | 11/10/2025 | 10.50 K | $183.23 K | -10.26% | 0.05% |
| FIRST MANHATTAN CO. LLC. | 11/14/2025 | 10.00 K | $174.50 K | 0.00% | 0.05% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 7.62 K | $132.88 K | 19.30% | 0.04% |
| ACADIAN ASSET MANAGEMENT LLC | 11/13/2025 | 7.05 K | $122.00 K | 100.00% | 0.04% |
| METLIFE INVESTMENT MANAGEMENT, LLC | 11/13/2025 | 6.66 K | $116.15 K | 0.00% | 0.03% |
USCB Financial Holdings, Inc. institutional Ownership - FAQ's
During the previous two years, 96 institutional investors and hedge funds held shares of USCB Financial Holdings, Inc.. The most heavily invested institutionals were:
ENDEAVOUR CAPITAL ADVISORS INC: 1.25 M
T. Rowe Price Investment Management, Inc.: 1.24 M
ALLIANCEBERNSTEIN L.P.: 958,224
BlackRock, Inc.: 918,693
VANGUARD GROUP INC: 740,188
MENDON CAPITAL ADVISORS CORP: 487,142
56.13% of USCB Financial Holdings, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 14.68 M shares in the last 24 months. This purchase volume represents approximately $269.60 M in transactions.