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Preferred Bank (PFBC) Institutional Ownership

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$80.51 +0.65 (+0.81%)
As of 11:09 AM Eastern
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Institutional Ownership Changes (13F Filings) for Preferred Bank (NASDAQ:PFBC)

Current
Institutional Ownership
Percentage
72.77%
Number of
Institutional Buyers
(last 12 months)
102
Total
Institutional Inflows
(last 12 months)
$82.64M
Number of
Institutional Sellers
(last 12 months)
86
Total
Institutional Outflows
(last 12 months)
$52.61M
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PFBC Institutional Buying and Selling by Quarter

Preferred Bank Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2025Stieven Capital Advisors L.P.110,921$9.28M1.8%+0.2%0.769%
4/29/2025 Envestnet Asset Management Inc.13,394$1.12M0.0%-3.1%0.093%
4/29/2025 Bank of New York Mellon Corp137,311$11.49M0.0%-3.9%0.952%
4/28/2025 Principal Financial Group Inc.72,537$6.07M0.0%+2.8%0.503%
4/28/2025 Oregon Public Employees Retirement Fund2,822$236K0.0%-4.7%0.020%
4/28/2025 Teacher Retirement System of Texas3,842$321K0.0%+51.4%0.027%
4/25/2025 Amalgamated Bank3,513$294K0.0%-3.6%0.024%
4/24/2025 Allspring Global Investments Holdings LLC9,488$794K0.0%+40.3%0.066%
4/24/2025 Mirae Asset Global Investments Co. Ltd.10,106$849K0.0%+12.6%0.070%
4/24/2025 Illinois Municipal Retirement Fund6,828$571K0.0%+2.1%0.047%
4/21/2025 State of Alaska Department of Revenue6,797$568K0.0%-3.4%0.047%
4/16/2025 SummerHaven Investment Management LLC10,412$871K0.6%+1.5%0.072%
4/15/2025 SG Americas Securities LLC4,622$387K0.0%-20.9%0.032%
4/14/2025 Yousif Capital Management LLC4,568$382K0.0%-2.9%0.032%
4/14/2025 Wedge Capital Management L L P NC10,335$865K0.0%+14.6%0.072%
4/10/2025 Hennion & Walsh Asset Management Inc.8,541$715K0.0%N/A0.059%
4/9/2025 NBC Securities Inc.302$25K0.0%N/A0.002%
4/7/2025 GAMMA Investing LLC36,894$3.09M0.0%+9,482.9%0.256%
3/18/2025California State Teachers Retirement System12,040$1.04M0.0%-1.1%0.083%
3/17/2025 Wealth Enhancement Advisory Services LLC2,418$209K0.0%N/A0.017%
3/5/2025Phocas Financial Corp.134,885$11.65M1.6%-0.8%0.935%
2/28/2025Universal Beteiligungs und Servicegesellschaft mbH14,421$1.25M0.0%N/A0.100%
2/27/2025Jefferies Financial Group Inc.16,285$1.41M0.0%N/A0.113%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC21,773$1.88M0.0%-1.8%0.151%
2/17/2025Voloridge Investment Management LLC24,061$2.08M0.0%-6.3%0.167%
2/17/2025Virtus Investment Advisers Inc.4,238$366K0.3%-44.5%0.029%
2/17/2025Squarepoint Ops LLC21,261$1.84M0.0%+31.5%0.147%
2/17/2025Two Sigma Advisers LP46,500$4.02M0.0%-3.3%0.322%
2/17/2025Two Sigma Investments LP36,670$3.17M0.0%-24.1%0.254%
2/17/2025Rafferty Asset Management LLC13,477$1.16M0.0%-14.4%0.093%
2/17/2025Point72 Asia Singapore Pte. Ltd.359$31K0.0%-62.0%0.002%
2/17/2025Point72 Asset Management L.P.5,300$458K0.0%-17.2%0.037%
2/17/2025ProShare Advisors LLC85,781$7.41M0.0%-6.0%0.594%
2/17/2025Nuveen Asset Management LLC468,759$40.49M0.0%+0.3%3.249%
2/17/2025Millennium Management LLC147,702$12.76M0.0%+28.8%1.024%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.7,064$610K0.0%+3.8%0.049%
2/17/2025Jefferies Financial Group Inc.16,285$1.41M0.0%N/A0.113%
2/17/2025D. E. Shaw & Co. Inc.2,574$222K0.0%-58.3%0.018%
2/17/2025Deutsche Bank AG36,366$3.14M0.0%+405.8%0.252%
2/17/2025DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main1,350$117K0.0%N/A0.009%
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2/17/2025Cubist Systematic Strategies LLC14,877$1.29M0.0%+342.1%0.103%
2/17/2025BOKF NA4,420$360K0.0%-15.0%0.031%
2/17/2025Bridgeway Capital Management LLC59,198$5.11M0.1%-11.9%0.410%
2/17/2025Brevan Howard Capital Management LP2,354$203K0.0%-48.0%0.016%
2/17/2025Balyasny Asset Management L.P.14,434$1.25M0.0%+15.2%0.100%
2/17/2025Bank of America Corp DE21,208$1.83M0.0%-26.0%0.147%
2/17/2025BNP Paribas Financial Markets8,773$758K0.0%-33.3%0.061%
2/17/2025Ameriprise Financial Inc.56,270$4.86M0.0%-5.1%0.390%
2/14/2025Jane Street Group LLC36,699$3.17M0.0%+84.6%0.254%
2/14/2025Comerica Bank7,171$619K0.0%-5.0%0.050%
2/14/2025AQR Capital Management LLC88,775$7.67M0.0%-9.3%0.615%
2/14/2025The Manufacturers Life Insurance Company 5,810$502K0.0%-2.8%0.040%
2/14/2025Tudor Investment Corp ET AL6,724$581K0.0%-41.3%0.047%
2/14/2025Two Sigma Securities LLC3,495$302K0.0%+17.6%0.024%
2/14/2025Voya Investment Management LLC4,019$347K0.0%-6.4%0.028%
2/14/2025T. Rowe Price Investment Management Inc.1,129,287$97.55M0.1%+0.5%7.826%
2/14/2025Price T Rowe Associates Inc. MD33,257$2.87M0.0%+13.1%0.230%
2/14/2025Dark Forest Capital Management LP3,384$292K0.0%+16.8%0.023%
2/14/2025Hsbc Holdings PLC261,130$22.82M0.0%+11.9%1.810%
2/14/2025State of Tennessee Department of Treasury8,349$721K0.0%+145.5%0.058%
2/14/2025Tower Research Capital LLC TRC 295$25K0.0%-71.2%0.002%
2/14/2025Dimensional Fund Advisors LP664,395$57.39M0.0%-1.5%4.604%
2/14/2025First Trust Advisors LP80,737$6.97M0.0%-2.8%0.560%
2/13/2025Jump Financial LLC9,148$790K0.0%+2.1%0.063%
2/13/2025XTX Topco Ltd8,063$696K0.1%+43.6%0.056%
2/13/2025Mariner LLC2,722$235K0.0%-6.6%0.019%
2/13/2025Barclays PLC27,008$2.33M0.0%-1.5%0.187%
2/13/2025Sterling Capital Management LLC5,219$451K0.0%+7.3%0.036%
2/13/2025Kennedy Capital Management LLC90,218$7.79M0.2%+274.2%0.625%
2/13/2025LSV Asset Management133,061$11.49M0.0%-20.4%0.922%
2/13/2025Renaissance Technologies LLC71,955$6.22M0.0%+3.5%0.499%
2/13/2025Legal & General Group Plc35,064$3.03M0.0%-5.3%0.243%
2/13/2025Invesco Ltd.123,433$10.66M0.0%-11.1%0.855%
2/13/2025Federated Hermes Inc.30,946$2.67M0.0%+1.4%0.214%
2/13/2025Russell Investments Group Ltd.13,871$1.20M0.0%-17.1%0.096%
2/13/2025 Envestnet Asset Management Inc.13,826$1.19M0.0%+9.7%0.096%
2/13/2025Wells Fargo & Company MN7,848$678K0.0%+25.4%0.054%
2/12/2025ExodusPoint Capital Management LP4,500$389K0.0%N/A0.031%
2/12/2025Trexquant Investment LP7,069$611K0.0%N/A0.049%
2/12/2025Geode Capital Management LLC360,025$31.11M0.0%+2.1%2.495%
2/12/2025Franklin Resources Inc.28,586$2.47M0.0%-1.0%0.198%
2/12/2025Brandywine Global Investment Management LLC36,089$3.12M0.0%-4.8%0.250%
2/12/2025Arrowstreet Capital Limited Partnership15,542$1.34M0.0%-58.5%0.108%
2/12/2025Intrust Bank NA8,835$763K0.1%+18.9%0.061%
2/12/2025JPMorgan Chase & Co.189,196$16.34M0.0%+1.7%1.311%
2/11/2025Segall Bryant & Hamill LLC53,007$4.58M0.1%-12.9%0.367%
2/11/2025Prudential Financial Inc.14,387$1.24M0.0%+13.0%0.100%
2/11/2025Corebridge Financial Inc.6,608$571K0.0%-7.3%0.046%
2/11/2025Vanguard Group Inc.882,276$76.21M0.0%-0.7%6.114%
2/11/2025KLP Kapitalforvaltning AS10,600$916K0.0%N/A0.073%
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2/11/2025Sei Investments Co.10,237$884K0.0%+90.9%0.071%
2/11/2025American Century Companies Inc.199,628$17.24M0.0%+44.7%1.383%
2/11/2025Virtu Financial LLC2,351$203K0.0%N/A0.016%
2/11/2025Quantbot Technologies LP5,288$457K0.0%-34.7%0.037%
2/11/2025 Teacher Retirement System of Texas2,538$219K0.0%-37.7%0.018%
2/11/2025Boston Partners530,029$45.81M0.1%+2.5%3.673%
2/10/2025Thrivent Financial for Lutherans9,586$828K0.0%-1.6%0.066%
2/10/2025Royce & Associates LP24,823$2.14M0.0%+4.7%0.172%
2/10/2025Picton Mahoney Asset Management550$47K0.0%+110.7%0.004%
2/10/2025Connor Clark & Lunn Investment Management Ltd.16,794$1.45M0.0%-3.8%0.116%
(Data available from 1/1/2016 forward)

PFBC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PFBC shares?

During the previous two years, 188 institutional investors and hedge funds held shares of Preferred Bank. The most heavily invested institutionals were T. Rowe Price Investment Management Inc. ($97.55M), Vanguard Group Inc. ($76.21M), Dimensional Fund Advisors LP ($57.39M), State Street Corp ($47.55M), Boston Partners ($45.81M), Nuveen Asset Management LLC ($40.49M), and Charles Schwab Investment Management Inc. ($37.54M).Learn more on PFBC's institutional investors.

What percentage of Preferred Bank stock is owned by institutional investors?

72.77% of Preferred Bank stock is owned by institutional investors. Learn more on PFBC's institutional investor holdings.

Which institutional investors have been buying Preferred Bank stock?

Of the 142 institutional investors that purchased Preferred Bank stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LSV Asset Management ($171.33K), Kennedy Capital Management LLC ($111.04K), Smith Graham & Co. Investment Advisors LP ($89.28K), American Century Companies Inc. ($84.69K), Brandywine Global Investment Management LLC ($65.97K), Boston Partners ($46.65K), and FMR LLC ($46.32K).

How much institutional buying is happening at Preferred Bank?

Institutional investors have bought a total of 1,846,262 shares in the last 24 months. This purchase volume represents approximately $133.70M in transactions.

Which Preferred Bank major shareholders have been selling company stock?

Of the 112 institutional investors that sold Preferred Bank stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: FMR LLC ($387.44K), Stieven Capital Advisors L.P. ($129.86K), Phocas Financial Corp. ($126.38K), Hsbc Holdings PLC ($76.17K), Boston Partners ($68.96K), Royce & Associates LP ($62.21K), and LSV Asset Management ($34.17K).

How much institutional selling is happening at Preferred Bank?

Institutional investors have sold a total of 1,405,033 shares in the last 24 months. This volume of shares sold represents approximately $99.92M in transactions.


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This page (NASDAQ:PFBC) was last updated on 5/1/2025 by MarketBeat.com Staff
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