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Avidbank (AVBH) Institutional Ownership

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$32.56 -0.15 (-0.44%)
As of 08/6/2026 04:00 PM Eastern
This is a fair market value price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for Avidbank (NASDAQ:AVBH)

Current
Institutional Ownership
Percentage
15.87%
Number of
Institutional Buyers
(last 12 months)
43
Total
Institutional Inflows
(last 12 months)
$153.63M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$12.57M
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AVBH Institutional Buying and Selling by Quarter

Avidbank Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/6/2026Bank of New York Mellon Corp23,556$778K0.0%N/A0.215%
5/19/2026Bank of America Corp DE7,551$215K0.0%+314.7%0.069%
5/16/2026The Manufacturers Life Insurance Company421,584$12.02M0.0%-0.7%3.848%
5/15/2026Mendon Capital Advisors Corp219,678$6.26M1.8%-6.3%2.005%
5/15/2026North Reef Capital Management LP123,022$3.51M0.1%-0.5%1.123%
5/15/2026Jacobs Asset Management LLC88,885$2.53M1.5%-34.2%0.812%
5/5/2026Bank of New York Mellon Corp7,250$207K0.0%N/A0.066%
4/30/2026Hsbc Holdings PLC18,395$527K0.0%N/A0.168%
2/18/2026Mendon Capital Advisors Corp234,553$6.23M1.8%-21.2%2.142%
2/18/2026Wellington Management Group LLP342,071$9.09M0.0%-31.4%3.124%
2/18/2026Millennium Management LLC25,476$677K0.0%N/A0.233%
2/18/2026Bridgeway Capital Management LLC12,500$332K0.0%N/A0.114%
2/18/2026Boothbay Fund Management LLC96,674$2.57M0.0%-29.7%0.883%
2/17/2026North Reef Capital Management LP123,671$3.29M0.1%-12.6%1.129%
2/17/2026Adage Capital Partners GP L.L.C.220,315$5.85M0.0%+15.8%2.012%
2/17/2026ExodusPoint Capital Management LP9,623$256K0.0%N/A0.088%
2/17/2026Persistent Asset Partners Ltd14,033$373K0.2%-53.4%0.128%
2/17/2026Maltese Capital Management LLC305,000$8.10M1.4%+38.6%2.785%
2/16/2026Jacobs Asset Management LLC135,000$3.59M2.0%-7.6%1.233%
2/16/2026Barclays PLC4,623$123K0.0%N/A0.042%
2/13/2026 Kestra Advisory Services LLC1,365$36K0.0%N/A0.012%
2/13/2026The Manufacturers Life Insurance Company 424,692$11.28M0.0%-0.3%3.878%
2/13/2026Fourthstone LLC1,091,019$28.98M5.4%+4.7%9.963%
2/13/2026Charles Schwab Investment Management Inc.10,700$284K0.0%N/A0.098%
2/13/2026State Street Corp24,144$641K0.0%N/A0.220%
2/13/2026Wells Fargo & Company MN3,252$86K0.0%N/A0.030%
2/12/2026Banc Funds Co. LLC596,430$15.84M3.1%-12.0%5.447%
2/11/2026Franklin Resources Inc.125,442$3.33M0.0%-2.1%1.146%
2/9/2026Geode Capital Management LLC117,217$3.11M0.0%+57.2%1.070%
2/6/2026 HighTower Advisors LLC12,444$331K0.0%+25.1%0.114%
2/4/2026ELCO Management Co. LLC8,591$228K0.1%-44.6%0.078%
2/4/2026 First Eagle Investment Management LLC153,500$4.08M0.0%+80.6%1.402%
2/2/2026 Composition Wealth LLC65,200$1.73M0.0%-8.4%0.595%
11/17/2025Quarry LP1,038$26K0.0%N/A0.009%
11/17/2025PMC FIG Opportunities LLC93,738$2.39M3.6%N/A0.856%
11/17/2025North Reef Capital Management LP141,496$3.61M0.2%N/A1.292%
11/17/2025Maltese Capital Management LLC220,000$5.61M0.8%N/A2.009%
11/17/2025Focus Partners Wealth43,362$1.11M0.0%N/A0.396%
11/17/2025Citadel Advisors LLC8,123$207K0.0%N/A0.074%
11/17/2025Banc Funds Co. LLC677,719$17.28M3.0%N/A6.189%
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11/17/2025Boothbay Fund Management LLC137,525$3.51M0.1%N/A1.256%
11/17/2025Alliancebernstein L.P.854,127$21.78M0.0%N/A7.800%
11/14/2025Mendon Capital Advisors Corp297,646$7.60M2.9%N/A2.722%
11/14/2025Patriot Financial Partners GP II L.P.1,050,918$26.80M8.5%N/A9.597%
11/14/2025Two Sigma Investments LP38,398$979K0.0%N/A0.351%
11/14/2025Ghisallo Capital Management LLC10,000$255K0.0%N/A0.091%
11/14/2025Wellington Management Group LLP498,653$12.72M0.0%N/A4.560%
11/14/2025Rhino Investment Partners Inc80,000$2.04M0.6%N/A0.732%
11/14/2025Elizabeth Park Capital Advisors Ltd.20,000$510K0.4%N/A0.183%
11/13/2025Kennedy Capital Management LLC26,138$667K0.0%N/A0.239%
11/13/2025UBS Group AG33,005$842K0.0%N/A0.302%
11/13/2025Franklin Resources Inc.128,142$3.27M0.0%N/A1.172%
11/12/2025 First Eagle Investment Management LLC85,000$2.17M0.0%N/A0.777%
11/12/2025EJF Capital LLC110,855$2.83M1.6%N/A1.014%
11/10/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management10,600$270K0.0%N/A0.097%
11/10/2025Persistent Asset Partners Ltd30,130$768K0.5%N/A0.276%
11/7/2025Endeavour Capital Advisors Inc.697,886$17.80M5.4%N/A6.382%
11/7/2025Vanguard Group Inc.133,358$3.40M0.0%N/A1.219%
11/5/2025ELCO Management Co. LLC15,515$396K0.2%N/A0.142%
10/31/2025Algebris UK Ltd.122,582$3.12M0.4%N/A1.120%
10/21/2025 BetterWealth LLC8,484$216K0.1%N/A0.078%


AVBH Institutional Ownership - Frequently Asked Questions

During the previous two years, 46 institutional investors and hedge funds held shares of Avidbank. The most heavily invested institutionals were Fourthstone LLC ($28.98M), Patriot Financial Partners GP II L.P. ($26.80M), Alliancebernstein L.P. ($21.78M), Endeavour Capital Advisors Inc. ($17.80M), Banc Funds Co. LLC ($15.84M), The Manufacturers Life Insurance Company ($12.02M), and Wellington Management Group LLP ($9.09M).Learn more on Avidbank's institutional investors.

15.87% of Avidbank's stock is owned by institutional investors. Learn more on AVBH's institutional investor holdings.

Of the 43 institutional investors that purchased Avidbank's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Patriot Financial Partners GP II L.P. ($1.05M), Alliancebernstein L.P. ($854.13K), Endeavour Capital Advisors Inc. ($697.89K), Banc Funds Co. LLC ($677.72K), Wellington Management Group LLP ($498.65K), Maltese Capital Management LLC ($305K), and Mendon Capital Advisors Corp ($297.65K).

Institutional investors have bought a total of 5,998,535 shares in the last 24 months. This purchase volume represents approximately $153.63M in transactions.

Of the 11 institutional investors that sold Avidbank's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wellington Management Group LLP ($156.58K), Banc Funds Co. LLC ($81.29K), Mendon Capital Advisors Corp ($77.97K), Jacobs Asset Management LLC ($57.24K), Boothbay Fund Management LLC ($40.85K), North Reef Capital Management LP ($18.47K), and Persistent Asset Partners Ltd ($16.10K).

Institutional investors have sold a total of 468,495 shares in the last 24 months. This volume of shares sold represents approximately $12.57M in transactions.



Institutional ownership data for NASDAQ:AVBH is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/6/2026. New 13F filings are added each quarter as they're published.
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