Avidia Bancorp, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 11/14/2025 | 1.22 M | $18.20 M | 100.00% | 6.58% |
| VANGUARD GROUP INC | 11/07/2025 | 991.30 K | $14.81 M | 100.00% | 5.35% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2025 | 895.66 K | $13.38 M | 100.00% | 4.84% |
| FJ CAPITAL MANAGEMENT LLC | 11/14/2025 | 497.26 K | $7.43 M | 100.00% | 2.69% |
| M3F, INC. | 11/12/2025 | 328.77 K | $4.91 M | 100.00% | 1.78% |
| BLACKROCK, INC. | 11/12/2025 | 272.59 K | $4.07 M | 100.00% | 1.47% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 243.22 K | $3.63 M | 100.00% | 1.31% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 193.45 K | $2.89 M | 100.00% | 1.04% |
| CITADEL ADVISORS LLC | 11/14/2025 | 118.25 K | $1.77 M | 100.00% | 0.64% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2025 | 94.02 K | $1.40 M | 100.00% | 0.51% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 80.26 K | $1.20 M | 100.00% | 0.43% |
| FRANKLIN RESOURCES INC | 11/13/2025 | 78.00 K | $1.17 M | 100.00% | 0.42% |
| IRONWOOD INVESTMENT MANAGEMENT LLC | 11/13/2025 | 54.33 K | $811.62 K | 100.00% | 0.29% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 53.34 K | $797.00 K | 100.00% | 0.29% |
| MALTESE CAPITAL MANAGEMENT LLC | 11/14/2025 | 48.00 K | $717.12 K | 100.00% | 0.26% |
| MELFA WEALTH MANAGEMENT, LLC | 10/28/2025 | 45.00 K | $672.30 K | 100.00% | 0.24% |
| HENNESSY ADVISORS INC | 10/20/2025 | 40.00 K | $597.60 K | 100.00% | 0.22% |
| POLARIS CAPITAL MANAGEMENT, LLC | 10/27/2025 | 40.00 K | $597.60 K | 100.00% | 0.22% |
| STILWELL VALUE LLC | 11/14/2025 | 40.00 K | $597.60 K | 100.00% | 0.22% |
| NORTHERN TRUST CORP | 11/14/2025 | 38.36 K | $573.02 K | 100.00% | 0.21% |
| MERCER GLOBAL ADVISORS INC /ADV | 11/14/2025 | 34.82 K | $520.27 K | 100.00% | 0.19% |
| FREESTONE CAPITAL HOLDINGS, LLC | 11/12/2025 | 34.75 K | $519.18 K | 100.00% | 0.19% |
| POINT72 (DIFC) LTD | 11/14/2025 | 30.59 K | $457.06 K | 100.00% | 0.17% |
| TWO SIGMA ADVISERS, LP | 11/14/2025 | 28.50 K | $425.79 K | 100.00% | 0.15% |
| STATE STREET CORP | 11/14/2025 | 27.16 K | $405.80 K | 100.00% | 0.15% |
| OPPENHEIMER & CLOSE, LLC | 11/10/2025 | 26.50 K | $395.94 K | 100.00% | 0.14% |
| UBS GROUP AG | 11/13/2025 | 25.73 K | $384.42 K | 100.00% | 0.14% |
| XTX TOPCO LTD | 11/14/2025 | 20.66 K | $308.59 K | 100.00% | 0.11% |
| LYNCH & ASSOCIATES/IN | 10/07/2025 | 15.21 K | $227.18 K | 100.00% | 0.08% |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 11/14/2025 | 10.13 K | $151.41 K | 100.00% | 0.05% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 10.00 K | $149.40 K | 100.00% | 0.05% |
| MORGAN STANLEY | 11/14/2025 | 9.28 K | $138.69 K | 100.00% | 0.05% |
| ROYAL BANK OF CANADA | 11/14/2025 | 7.18 K | $107.00 K | 100.00% | 0.04% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 6.22 K | $92.96 K | 100.00% | 0.03% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 5.92 K | $88.39 K | 100.00% | 0.03% |
| FLAGSHIP WEALTH ADVISORS, LLC | 10/30/2025 | 5.00 K | $74.70 K | 100.00% | 0.03% |
| JPMORGAN CHASE & CO | 11/26/2025 | 9 | $134 | 100.00% | 0.00% |
Avidia Bancorp, Inc. institutional Ownership - FAQ's
During the previous two years, 37 institutional investors and hedge funds held shares of Avidia Bancorp, Inc.. The most heavily invested institutionals were:
T. Rowe Price Investment Management, Inc.: 1.22 M
VANGUARD GROUP INC: 991,298
WELLINGTON MANAGEMENT GROUP LLP: 895,656
FJ Capital Management LLC: 497,258
M3F, Inc.: 328,766
BlackRock, Inc.: 272,588
30.60% of Avidia Bancorp, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 5.67 M shares in the last 24 months. This purchase volume represents approximately $94.42 M in transactions.