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SB Financial Group (SBFG) Institutional Ownership

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$21.32 -0.31 (-1.43%)
Closing price 04:00 PM Eastern
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$21.32 +0.00 (+0.00%)
As of 05:39 PM Eastern
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Institutional Ownership Changes (13F Filings) for SB Financial Group (NASDAQ:SBFG)

Current
Institutional Ownership
Percentage
66.67%
Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$17.22M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$3.14M
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SBFG Institutional Buying and Selling by Quarter

SB Financial Group Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/14/2025The Manufacturers Life Insurance Company 476,574$9.10M0.0%-1.1%7.529%
8/13/2025Marshall Wace LLP20,093$384K0.0%N/A0.317%
8/13/2025Cutler Capital Management LLC391,983$7.49M2.6%-0.1%6.192%
8/13/2025Arrowstreet Capital Limited Partnership27,459$524K0.0%N/A0.434%
8/13/2025New York State Common Retirement Fund5,600$107K0.0%N/A0.088%
8/12/2025 JPMorgan Chase & Co.2,829$54K0.0%+23,475.0%0.045%
8/11/2025 LSV Asset Management6,300$120K0.0%N/A0.100%
8/8/2025 Geode Capital Management LLC148,786$2.84M0.0%+98.3%2.278%
8/6/2025 Princeton Capital Management LLC11,408$218K0.1%N/A0.175%
6/27/2025Goldman Sachs Group Inc.16,822$350K0.0%N/A0.258%
5/21/2025 Acadian Asset Management LLC5,761$119K0.0%+56.0%0.088%
5/19/2025Jane Street Group LLC22,159$461K0.0%+123.0%0.339%
5/16/2025 Empowered Funds LLC42,469$884K0.0%+7.1%0.650%
5/16/2025Goldman Sachs Group Inc.16,822$350K0.0%N/A0.258%
5/14/2025Petiole USA ltd176,087$3.67M2.6%-5.4%2.696%
4/17/2025 Ritholtz Wealth Management15,312$319K0.0%-21.5%0.234%
2/17/2025FJ Capital Management LLC371,571$7.77M0.9%-0.5%5.588%
2/17/2025Bridgeway Capital Management LLC75,127$1.57M0.0%+2.6%1.130%
2/14/2025Jane Street Group LLC9,935$208K0.0%N/A0.149%
2/14/2025Northern Trust Corp25,108$525K0.0%+41.5%0.377%
2/14/2025The Manufacturers Life Insurance Company481,800$10.07M0.0%-0.4%7.243%
2/14/2025 Dimensional Fund Advisors LP164,832$3.45M0.0%+3.2%2.478%
2/13/2025Cutler Capital Management LLC392,556$8.21M2.9%-1.7%5.903%
2/12/2025 Geode Capital Management LLC71,749$1.50M0.0%+0.9%1.079%
2/12/2025Alliancebernstein L.P.468,306$9.79M0.0%-20.3%7.042%
2/12/2025 O Shaughnessy Asset Management LLC34,114$713K0.0%+189.3%0.513%
2/6/2025Jones Financial Companies Lllp2,986$62K0.0%N/A0.045%
2/4/2025 PL Capital Advisors LLC588,805$12.31M0.1%+1,991.0%8.854%
1/28/2025 Empowered Funds LLC39,637$829K0.0%+5.0%0.596%
1/15/2025 Ritholtz Wealth Management19,516$408K0.0%N/A0.293%
11/19/2024Barclays PLC1,271$26K0.0%+325.1%0.019%
11/16/2024 Geode Capital Management LLC71,076$1.46M0.0%+3.5%1.069%
11/15/2024Barclays PLC1,271$26K0.0%+325.1%0.019%
11/13/2024The Manufacturers Life Insurance Company483,868$9.95M0.0%-0.2%7.276%
11/6/2024 Empowered Funds LLC37,762$776K0.0%+5.2%0.561%
8/1/2024 Princeton Capital Management LLC10,408$146K0.0%N/A0.154%
5/15/2024Gendell Jeffrey L48,823$673K0.0%+7.3%0.722%
5/7/2024 Empowered Funds LLC33,366$460K0.0%+7.9%0.491%
2/15/2024Gendell Jeffrey L45,488$698K0.0%+23.5%0.669%
2/15/2024BHZ Capital Management LP16,289$250K0.1%-14.6%0.240%
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2/14/2024 Pinnacle Holdings LLC158,433$2.46M1.0%-3.4%2.330%
1/16/2024 SJS Investment Consulting Inc.3,793$58K0.0%-56.9%0.056%
11/13/2023Gendell Jeffrey L36,834$497K0.0%+13.0%0.538%
11/6/2023 PL Capital Advisors LLC28,159$380K0.2%+4.2%0.411%
8/11/2023Cutler Capital Management LLC312,330$3.94M2.3%-21.2%4.513%
8/11/2023BHZ Capital Management LP28,052$354K0.2%-33.0%0.405%
8/10/2023 PL Capital Advisors LLC27,036$341K0.1%+7.8%0.391%
7/27/2023EA Series Trust26,016$329K0.0%N/A0.376%
5/12/2023 Pinnacle Holdings LLC169,408$2.39M1.1%+3.9%2.420%
5/12/2023Cutler Capital Management LLC396,298$5.60M2.5%-0.2%5.661%
5/2/2023 PL Capital Advisors LLC25,075$354K0.1%N/A0.358%
2/22/2023Front Street Capital Management Inc.16,205$272K0.1%-26.1%0.232%
2/15/2023Front Street Capital Management Inc.16,205$5.87M1.5%-26.1%0.232%
2/13/2023BHZ Capital Management LP42,843$726K0.3%-4.2%0.612%
2/9/2023 Huntington National Bank7,977$135K0.0%-48.0%0.114%
1/31/2023 Strategic Value Bank Partners LLC328,604$5.57M3.4%+5.6%4.694%
1/23/2023 SJS Investment Consulting Inc.8,793$147K0.0%-16.6%0.126%
11/9/2022Front Street Capital Management Inc.21,916$369K0.1%N/A0.312%
11/7/2022 Huntington National Bank15,327$258K0.0%+108.5%0.218%
10/13/2022 SJS Investment Consulting Inc.10,546$178K0.1%N/A0.150%
8/11/2022 Strategic Value Bank Partners LLC310,862$5.37M4.2%+1.5%4.422%
5/12/2022FJ Capital Management LLC164,002$3.27M0.3%N/A2.274%
5/12/2022Petiole USA ltd265,710$5.29M4.1%+5.0%3.684%
5/11/2022Cutler Capital Management LLC397,988$7.92M2.8%+5.3%5.518%
5/11/2022BHZ Capital Management LP48,249$961K0.3%+5.0%0.669%
5/9/2022 Strategic Value Bank Partners LLC306,224$6.10M4.2%+97.8%4.246%
5/3/2022 Venture Visionary Partners LLC23,047$458K0.0%+5.2%0.320%
5/3/2022 Cutter & CO Brokerage Inc.11,970$238K0.1%+5.0%0.166%
2/14/2022Alliancebernstein L.P.456,468$8.98M0.0%+6.9%6.250%
2/11/2022Petiole USA ltd253,058$4.98M3.6%N/A3.465%
2/9/2022 Dimensional Fund Advisors LP139,611$2.72M0.0%-1.1%1.911%
2/9/2022Cutler Capital Management LLC377,790$7.43M2.7%+1.2%5.172%
2/8/2022 Strategic Value Bank Partners LLC154,806$3.05M2.8%N/A2.119%
2/7/2022BHZ Capital Management LP45,952$904K0.3%-5.1%0.629%
11/15/2021 Dimensional Fund Advisors LP141,175$2.56M0.0%+3.5%2.030%
11/12/2021Renaissance Technologies LLC19,727$359K0.0%-45.5%0.284%
11/12/2021The Manufacturers Life Insurance Company458,008$8.33M0.0%+0.8%6.510%
11/10/2021 O Shaughnessy Asset Management LLC2,875$52K0.0%+61.4%0.041%
11/10/2021Alliancebernstein L.P.427,071$7.77M0.0%+3.9%6.071%
11/9/2021BlackRock Inc.19,048$346K0.0%-13.6%0.271%
11/4/2021BHZ Capital Management LP48,433$881K0.3%+10.8%0.689%
9/10/2021Punch & Associates Investment Management Inc.315,662$5.84M0.3%-3.7%4.487%
8/17/2021Millennium Management LLC102,534$1.90M0.0%N/A1.457%
8/16/2021Invenomic Capital Management LP4,421$82K0.0%N/A0.063%
8/16/2021Punch & Associates Investment Management Inc.480,662$8.89M0.4%+46.6%6.832%
8/13/2021EJF Capital LLC455,767$8.43M0.8%-8.8%6.479%
8/13/2021Renaissance Technologies LLC36,200$670K0.0%+48.4%0.515%
8/13/2021Northern Trust Corp13,021$241K0.0%-80.5%0.185%
8/13/2021 Geode Capital Management LLC47,168$872K0.0%-48.9%0.670%
8/13/2021 Vanguard Group Inc.245,602$4.54M0.0%-8.1%3.491%
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8/12/2021 Dimensional Fund Advisors LP136,339$2.52M0.0%+5.1%1.938%
8/12/2021The Manufacturers Life Insurance Company454,511$8.41M0.0%+1.7%6.461%
8/12/2021Ergoteles LLC20,700$383K0.0%N/A0.294%
8/11/2021Susquehanna Fundamental Investments LLC28,700$531K0.0%N/A0.397%
8/10/2021BHZ Capital Management LP43,706$809K0.3%-14.3%0.604%
8/9/2021 O Shaughnessy Asset Management LLC1,781$33K0.0%N/A0.025%
8/5/2021 Venture Visionary Partners LLC21,913$405K0.0%-9.1%0.303%
8/4/2021Cutler Capital Management LLC356,284$6.59M2.5%+19.2%4.928%
7/30/2021Alliancebernstein L.P.411,169$7.61M0.0%+2.6%5.686%
5/17/2021Nuveen Asset Management LLC11,319$207K0.0%-49.8%0.157%
(Data available from 1/1/2016 forward)

SBFG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SBFG shares?

During the previous two years, 28 institutional investors and hedge funds held shares of SB Financial Group. The most heavily invested institutionals were PL Capital Advisors LLC ($12.31M), Alliancebernstein L.P. ($9.79M), The Manufacturers Life Insurance Company ($9.10M), FJ Capital Management LLC ($7.77M), Cutler Capital Management LLC ($7.49M), Petiole USA ltd ($3.67M), and Dimensional Fund Advisors LP ($3.45M).Learn more on SB Financial Group's institutional investors.

What percentage of SB Financial Group's stock is owned by institutional investors?

66.67% of SB Financial Group's stock is owned by institutional investors. Learn more on SBFG's institutional investor holdings.

Which institutional investors have been buying SB Financial Group's stock?

Of the 20 institutional investors that purchased SB Financial Group's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: PL Capital Advisors LLC ($561.77K), Geode Capital Management LLC ($76.86K), Goldman Sachs Group Inc. ($33.64K), Arrowstreet Capital Limited Partnership ($27.46K), O Shaughnessy Asset Management LLC ($22.32K), Jane Street Group LLC ($22.16K), and Princeton Capital Management LLC ($21.82K).

How much institutional buying is happening at SB Financial Group?

Institutional investors have bought a total of 836,786 shares in the last 24 months. This purchase volume represents approximately $17.22M in transactions.

Which of SB Financial Group's major shareholders have been selling company stock?

The following institutional investors have sold SB Financial Group stock in the last 24 months: Alliancebernstein L.P. ($119.61K), Petiole USA ltd ($10K), The Manufacturers Life Insurance Company ($7.92K), Cutler Capital Management LLC ($7.17K), Ritholtz Wealth Management ($4.20K), and FJ Capital Management LLC ($1.95K).

How much institutional selling is happening at SB Financial Group?

Institutional investors have sold a total of 150,849 shares in the last 24 months. This volume of shares sold represents approximately $3.14M in transactions.


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This page (NASDAQ:SBFG) was last updated on 8/14/2025 by MarketBeat.com Staff
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