Preferred Bank (PFBC) Institutional Ownership

$90.49 -0.78 (-0.85%)

Closing price 05/15/2026 04:00 PM Eastern

Extended Trading

$90.54 +0.05 (+0.06%)

As of 05/15/2026 04:10 PM Eastern

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Current Institutional Ownership Percentage: 72.77%
Number of Institutional Buyers (last 12 months): 104
Total Institutional Inflows (last 12 months): $100.57M

Number of Institutional Sellers (last 12 months): 97
Total Institutional Outflows (last 12 months): $199.12M

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PFBC Institutional Buying and Selling by Quarter

Preferred Bank Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
5/16/2026	The Manufacturers Life Insurance Company	3,105	$282K	0.0%	-37.4%	0.022%
5/16/2026	Infrastructure Capital Advisors LLC	5,513	$500K	0.0%	+15.6%	0.038%
5/16/2026	Quantinno Capital Management LP	5,139	$466K	0.0%	+35.3%	0.036%
5/14/2026	Renaissance Technologies LLC	29,855	$2.71M	0.0%	-40.0%	0.207%
5/14/2026	Sei Investments Co.	21,975	$1.99M	0.0%	+46.0%	0.152%
5/13/2026	NewEdge Wealth LLC	9,961	$903K	0.0%	+4.8%	0.069%
5/13/2026	First Trust Advisors LP	56,129	$5.09M	0.0%	+9.8%	0.389%
5/7/2026	Dimensional Fund Advisors LP	579,154	$52.52M	0.0%	-1.2%	4.014%
5/6/2026	Allspring Global Investments Holdings LLC	6,596	$598K	0.0%	+11.3%	0.046%
5/5/2026	Kestrel Investment Management Corp	39,750	$3.61M	2.2%	-0.7%	0.275%
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5/5/2026	Bank of New York Mellon Corp	120,102	$10.89M	0.0%	-3.3%	0.832%
5/5/2026	Illinois Municipal Retirement Fund	5,776	$524K	0.0%	-5.7%	0.040%
5/4/2026	Empirical Financial Services LLC d.b.a. Empirical Wealth Management	8,510	$772K	0.0%	+29.3%	0.059%
5/4/2026	Principal Financial Group Inc.	77,406	$7.02M	0.0%	+10.6%	0.536%
5/1/2026	Fifth Third Bancorp	6,483	$588K	0.0%	+5,004.7%	0.045%
4/30/2026	Hsbc Holdings PLC	171,757	$15.61M	0.0%	+18.8%	1.190%
4/27/2026	New York State Teachers Retirement System	1,213	$110K	0.0%	-89.1%	0.008%
4/27/2026	Y Intercept Hong Kong Ltd	20,539	$1.86M	0.0%	+86.8%	0.142%
4/27/2026	Elevation Point Wealth Partners LLC	3,437	$312K	0.0%	N/A	0.024%
4/22/2026	Sterling Capital Management LLC	3,199	$290K	0.0%	-37.3%	0.022%
4/21/2026	Louisiana State Employees Retirement System	5,000	$453K	0.0%	N/A	0.035%
4/16/2026	SG Americas Securities LLC	4,268	$387K	0.0%	-28.2%	0.030%
3/20/2026	Hsbc Holdings PLC	144,588	$13.96M	0.0%	+24.3%	1.002%
3/6/2026	Hsbc Holdings PLC	144,588	$13.96M	0.0%	+24.3%	1.002%
2/24/2026	DGS Capital Management LLC	2,624	$248K	0.0%	N/A	0.018%
2/23/2026	Virtu Financial LLC	12,345	$1.17M	0.0%	N/A	0.086%
2/19/2026	T. Rowe Price Investment Management Inc.	1,045,682	$98.74M	0.1%	-8.2%	7.247%
2/19/2026	Invesco Ltd.	101,932	$9.63M	0.0%	+38.7%	0.706%
2/18/2026	State of Tennessee Department of Treasury	3,021	$285K	0.0%	-7.3%	0.021%
2/18/2026	NewEdge Advisors LLC	5,562	$525K	0.0%	+60.6%	0.039%
2/18/2026	Voloridge Investment Management LLC	28,942	$2.73M	0.0%	-30.4%	0.201%
2/18/2026	Tudor Investment Corp ET AL	25,845	$2.44M	0.0%	-7.4%	0.179%
2/18/2026	Susquehanna Fundamental Investments LLC	10,675	$1.01M	0.0%	N/A	0.074%
2/18/2026	Quadrature Capital Ltd	7,529	$711K	0.0%	+54.4%	0.052%
2/18/2026	Numerai GP LLC	2,278	$215K	0.0%	-90.3%	0.016%
2/18/2026	Millennium Management LLC	75,972	$7.17M	0.0%	-45.5%	0.526%
2/18/2026	Engineers Gate Manager LP	3,880	$366K	0.0%	-65.4%	0.027%
2/18/2026	Azora Capital LP	32,882	$3.11M	0.2%	N/A	0.228%
2/18/2026	Bridgeway Capital Management LLC	14,176	$1.34M	0.0%	-6.6%	0.098%
2/17/2026	Guggenheim Capital LLC	4,623	$437K	0.0%	N/A	0.032%
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2/17/2026	AQR Capital Management LLC	27,134	$2.56M	0.0%	-12.8%	0.188%
2/17/2026	Trexquant Investment LP	38,750	$3.66M	0.0%	+572.5%	0.269%
2/17/2026	iSAM Funds UK Ltd	2,185	$206K	0.1%	N/A	0.015%
2/17/2026	Jump Financial LLC	4,720	$446K	0.0%	-35.7%	0.033%
2/17/2026	T. Rowe Price Investment Management Inc.	399,434	$37.72M	0.0%	-64.9%	2.768%
2/17/2026	Weiss Asset Management LP	3,879	$366K	0.0%	N/A	0.027%
2/17/2026	California State Teachers Retirement System	10,651	$1.01M	0.0%	-10.5%	0.074%
2/17/2026	Russell Investments Group Ltd.	13,557	$1.28M	0.0%	-3.6%	0.094%
2/17/2026	Kemnay Advisory Services Inc.	961	$91K	0.0%	N/A	0.007%
2/17/2026	Royal Bank of Canada	33,539	$3.17M	0.0%	-37.5%	0.232%
2/17/2026	Maltese Capital Management LLC	64,788	$6.12M	1.1%	-10.6%	0.449%
2/16/2026	Squarepoint Ops LLC	16,227	$1.53M	0.0%	+93.7%	0.112%
2/16/2026	Kennedy Capital Management LLC	199,419	$18.83M	0.4%	+19.9%	1.382%
2/16/2026	Barclays PLC	22,131	$2.09M	0.0%	+24.9%	0.153%
2/13/2026	Marshall Wace LLP	33,569	$3.17M	0.0%	+1,143.3%	0.233%
2/13/2026	The Manufacturers Life Insurance Company	4,962	$469K	0.0%	-7.1%	0.034%
2/13/2026	CANADA LIFE ASSURANCE Co	10,905	$1.03M	0.0%	-32.5%	0.076%
2/13/2026	Segall Bryant & Hamill LLC	23,290	$2.20M	0.0%	N/A	0.161%
2/13/2026	Public Sector Pension Investment Board	55,757	$5.27M	0.0%	-1.1%	0.386%
2/13/2026	Rafferty Asset Management LLC	10,187	$962K	0.0%	-24.9%	0.071%
2/13/2026	First Trust Advisors LP	51,138	$4.83M	0.0%	-17.8%	0.354%
2/13/2026	Charles Schwab Investment Management Inc.	494,827	$46.73M	0.0%	+3.4%	3.429%
2/13/2026	Police & Firemen s Retirement System of New Jersey	3,058	$289K	0.0%	-11.2%	0.021%
2/13/2026	State Street Corp	541,218	$51.11M	0.0%	-2.4%	3.751%
2/13/2026	Boston Partners	492,907	$46.63M	0.0%	-6.7%	3.416%
2/13/2026	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	20,314	$1.92M	0.0%	+10.6%	0.141%
2/13/2026	Wells Fargo & Company MN	13,443	$1.27M	0.0%	+45.5%	0.093%
2/12/2026	Advisors Asset Management Inc.	1,406	$133K	0.0%	-51.9%	0.010%
2/12/2026	Jane Street Group LLC	23,772	$2.25M	0.0%	-22.9%	0.165%
2/12/2026	HRT Financial LP	22,531	$2.13M	0.0%	+17.3%	0.156%
2/12/2026	Renaissance Technologies LLC	49,755	$4.70M	0.0%	-33.3%	0.345%
2/12/2026	Dimensional Fund Advisors LP	586,349	$55.37M	0.0%	-2.4%	4.063%
2/12/2026	Federated Hermes Inc.	36,803	$3.48M	0.0%	+22.9%	0.255%
2/12/2026	Ensign Peak Advisors Inc	1,293	$122K	0.0%	-66.4%	0.009%
2/12/2026	New York State Common Retirement Fund	34,972	$3.30M	0.0%	+11.7%	0.242%
2/12/2026	Swiss National Bank	23,189	$2.19M	0.0%	+1.3%	0.161%
2/12/2026	Nuveen LLC	356,065	$33.62M	0.0%	+5.4%	2.468%
2/11/2026	Deutsche Bank AG	11,008	$1.04M	0.0%	+4.8%	0.076%
2/11/2026	Franklin Resources Inc.	30,943	$2.92M	0.0%	+3.1%	0.214%
2/11/2026	Brandywine Global Investment Management LLC	31,073	$2.93M	0.0%	-3.7%	0.215%
2/11/2026	O Shaughnessy Asset Management LLC	6,354	$600K	0.0%	+104.6%	0.044%
2/11/2026	JPMorgan Chase & Co.	45,528	$4.30M	0.0%	+4.7%	0.316%
2/11/2026	Los Angeles Capital Management LLC	2,350	$213K	0.0%	-68.5%	0.016%
2/11/2026	WINTON GROUP Ltd	14,136	$1.34M	0.0%	+1.1%	0.098%
2/10/2026	Goldman Sachs Group Inc.	206,622	$19.51M	0.0%	+19.1%	1.432%
2/10/2026	Commonwealth of Pennsylvania Public School Empls Retrmt SYS	2,808	$265K	0.0%	-4.2%	0.019%
2/10/2026	Intech Investment Management LLC	5,070	$479K	0.0%	-51.4%	0.035%
2/9/2026	Geode Capital Management LLC	361,322	$34.12M	0.0%	-0.3%	2.504%
2/9/2026	Jackson Creek Investment Advisors LLC	18,574	$1.75M	0.5%	N/A	0.129%
2/9/2026	AlphaQuest LLC	21,767	$2.06M	0.1%	+63.8%	0.151%
I was right about SpaceX (Ad) Jeff Brown predicted Bitcoin before it climbed as high as 52,400%, Tesla before 2,150%, and Nvidia before 32,000%. Now he says SpaceX is shaping up to be the biggest IPO of the decade - and three key milestones just confirmed it. In the past 21 days: SpaceX crossed 10,000 active satellites, Elon filed confidential IPO paperwork with the SEC, and another rocket launched 25 more satellites. Two-thirds of every satellite in orbit now belongs to one company. The public filing could drop any day. See how to claim your stake in SpaceX before the public can
2/9/2026	Royce & Associates LP	25,200	$2.38M	0.0%	+0.8%	0.175%
2/9/2026	Fisher Asset Management LLC	14,817	$1.40M	0.0%	-6.3%	0.103%
2/9/2026	Clearstead Advisors LLC	1,072	$101K	0.0%	+192.1%	0.007%
2/6/2026	LSV Asset Management	4,300	$406K	0.0%	+16.2%	0.030%
2/6/2026	Stieven Capital Advisors L.P.	117,921	$11.14M	2.1%	-0.3%	0.817%
2/6/2026	Intrust Bank NA	7,704	$727K	0.1%	-8.4%	0.053%
2/6/2026	ProShare Advisors LLC	65,200	$6.16M	0.0%	-3.4%	0.452%
2/5/2026	Dana Investment Advisors Inc.	80,673	$7.62M	0.2%	-0.2%	0.559%
2/5/2026	Northwestern Mutual Wealth Management Co.	52,112	$4.90M	0.0%	+40,612.5%	0.361%
2/4/2026	VIRGINIA RETIREMENT SYSTEMS ET Al	14,113	$1.33M	0.0%	-19.4%	0.098%

PFBC Institutional Ownership - Frequently Asked Questions

During the previous two years, 206 institutional investors and hedge funds held shares of Preferred Bank. The most heavily invested institutionals were T. Rowe Price Investment Management Inc. ($98.74M), Vanguard Group Inc. ($79.12M), Dimensional Fund Advisors LP ($52.52M), State Street Corp ($51.11M), Charles Schwab Investment Management Inc. ($46.73M), Boston Partners ($46.63M), and Nuveen Asset Management LLC ($40.49M).Learn more on Preferred Bank's institutional investors.

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

Of the 159 institutional investors that purchased Preferred Bank's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Nuveen LLC ($428.34K), American Century Companies Inc. ($199.83K), Hsbc Holdings PLC ($111.47K), Kennedy Capital Management LLC ($99.26K), LSV Asset Management ($94.42K), Denali Advisors LLC ($88.01K), and Charles Schwab Investment Management Inc. ($82.74K).

Institutional investors have bought a total of 1,100,382 shares in the last 24 months. This purchase volume represents approximately $100.57M in transactions.

Of the 97 institutional investors that sold Preferred Bank's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: T. Rowe Price Investment Management Inc. ($833.16K), JPMorgan Chase & Co. ($155.70K), UBS Group AG ($119.91K), Hsbc Holdings PLC ($81.74K), Millennium Management LLC ($70.80K), LSV Asset Management ($62.22K), and Invesco Ltd. ($61.46K).

Institutional investors have sold a total of 2,168,883 shares in the last 24 months. This volume of shares sold represents approximately $199.12M in transactions.

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This page (NASDAQ:PFBC) was last updated on 5/17/2026 by MarketBeat.com Staff.

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Preferred Bank (PFBC) Institutional Ownership

PFBC Institutional Buying and Selling by Quarter

Preferred Bank Major Shareholders & Ownership History

PFBC Institutional Ownership - Frequently Asked Questions

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Preferred Bank (PFBC) Institutional Ownership

Institutional Ownership Changes (13F Filings) for Preferred Bank (NASDAQ:PFBC)

PFBC Institutional Buying and Selling by Quarter

Preferred Bank Major Shareholders & Ownership History

PFBC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PFBC shares?

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

Which institutional investors have been buying Preferred Bank's stock?

How much institutional buying is happening at Preferred Bank?

Which of Preferred Bank's major shareholders have been selling company stock?

How much institutional selling is happening at Preferred Bank?

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