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SB Financial Group (SBFG) Institutional Ownership

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$29.65 +0.31 (+1.04%)
As of 10:17 AM 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)
23
Total
Institutional Inflows
(last 12 months)
$25.37M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$3.01M
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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
9/9/2026Squarepoint Ops LLC8,812$223K0.0%N/A0.141%
8/20/2026PL Capital Advisors LLC33,101$836K0.2%+10.3%0.530%
8/19/2026Hsbc Holdings PLC38,138$928K0.0%+19.8%0.610%
8/18/2026Empowered Funds LLC46,021$1.16M0.0%N/A0.736%
8/17/2026Bank of America Corp DE13,762$348K0.0%N/A0.220%
8/14/2026Hsbc Holdings PLC38,138$928K0.0%N/A0.610%
8/14/2026The Manufacturers Life Insurance Company467,892$11.82M0.0%N/A7.486%
8/13/2026Pinnacle Holdings LLC156,598$3.96M1.2%N/A2.506%
8/13/2026Globeflex Capital L P7,085$179K0.0%N/A0.113%
8/7/2026BlackRock Inc.158,817$4.01M0.0%N/A2.531%
5/19/2026Bank of America Corp DE19,633$412K0.0%+10.8%0.313%
5/16/2026The Manufacturers Life Insurance Company470,502$9.88M0.0%-0.7%7.498%
5/14/2026Globeflex Capital L P7,085$149K0.0%N/A0.113%
5/7/2026Dimensional Fund Advisors LP197,772$4.15M0.0%+3.0%3.148%
5/5/2026Bank of New York Mellon Corp15,055$316K0.0%-7.7%0.240%
4/30/2026Hsbc Holdings PLC31,832$672K0.0%+22.7%0.507%
3/20/2026Hsbc Holdings PLC25,936$568K0.0%+30.7%0.412%
2/20/2026Petiole USA ltd168,818$3.76M2.1%-4.1%2.680%
2/17/2026AQR Capital Management LLC13,301$296K0.0%+27.0%0.211%
2/16/2026Barclays PLC34,053$758K0.0%+7.8%0.541%
2/13/2026The Manufacturers Life Insurance Company 473,718$10.55M0.0%-0.3%7.519%
2/13/2026Charles Schwab Investment Management Inc.16,615$370K0.0%-8.5%0.264%
2/13/2026Petiole USA ltd168,818$3.76M2.2%-4.1%2.680%
2/13/2026State Street Corp66,689$1.49M0.0%+4.6%1.059%
2/13/2026Wells Fargo & Company MN9,151$204K0.0%+28.4%0.145%
2/12/2026Renaissance Technologies LLC27,425$611K0.0%-22.8%0.435%
2/12/2026Dimensional Fund Advisors LP192,095$4.28M0.0%+2.6%3.049%
2/11/2026Deutsche Bank AG4,141$92K0.0%+87.3%0.066%
2/11/2026O Shaughnessy Asset Management LLC20,839$464K0.0%-39.8%0.331%
2/10/2026Goldman Sachs Group Inc.51,019$1.14M0.0%+23.8%0.810%
2/6/2026Princeton Capital Management LLC14,408$321K0.1%+26.3%0.229%
1/27/2026Strategic Value Bank Partners LLC274,163$6.11M4.2%-1.7%4.352%
1/23/2026Ritholtz Wealth Management9,375$209K0.0%-51.8%0.149%
1/1/2026JPMorgan Chase & Co.5,157$99K0.0%+82.3%0.082%
11/17/2025Millennium Management LLC11,105$214K0.0%-34.1%0.176%
11/17/2025Citadel Advisors LLC29,638$572K0.0%-12.0%0.471%
11/17/2025Bank of America Corp DE15,852$306K0.0%+496.4%0.252%
11/14/2025Bridgeway Capital Management LLC81,511$1.57M0.0%+3.8%1.294%
11/14/2025Squarepoint Ops LLC11,060$213K0.0%N/A0.176%
11/13/2025Arrowstreet Capital Limited Partnership31,001$598K0.0%+12.9%0.490%
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11/13/2025BNP Paribas Financial Markets1,791$35K0.0%+131.1%0.028%
11/12/2025Dimensional Fund Advisors LP187,165$3.61M0.0%+0.3%2.956%
11/7/2025Vanguard Group Inc.373,203$7.20M0.0%-0.7%5.895%
11/7/2025JPMorgan Chase & Co.5,157$99K0.0%+82.3%0.081%
11/3/2025New York State Common Retirement Fund3,300$64K0.0%-41.1%0.052%
10/28/2025Ritholtz Wealth Management19,431$375K0.0%+26.7%0.307%
10/24/2025Valmark Advisers Inc.22,751$439K0.0%N/A0.359%
10/20/2025Strategic Value Bank Partners LLC278,822$5.38M3.8%-21.0%4.405%
10/14/2025Farther Finance Advisors LLC2,956$57K0.0%+8,594.1%0.047%
8/15/2025Bridgeway Capital Management LLC78,548$1.50M0.0%+0.8%1.241%
8/15/2025Bank of America Corp DE2,658$51K0.0%+4,732.7%0.042%
8/14/2025FJ Capital Management LLC265,791$5.08M0.5%-28.5%4.199%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.3,245$62K0.0%N/A0.051%
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%
8/12/2025JPMorgan Chase & Co.2,829$54K0.0%+23,475.0%0.045%
8/11/2025LSV Asset Management6,300$120K0.0%N/A0.100%
8/8/2025Geode Capital Management LLC148,786$2.84M0.0%+98.3%2.278%
8/6/2025Princeton Capital Management LLC11,408$218K0.1%N/A0.175%
6/27/2025Goldman Sachs Group Inc.16,822$350K0.0%N/A0.258%
5/21/2025Acadian Asset Management LLC5,761$119K0.0%+56.0%0.088%
5/19/2025Jane Street Group LLC22,159$461K0.0%+123.0%0.339%
5/16/2025Empowered 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%
4/17/2025Ritholtz 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%
2/14/2025Dimensional 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%
2/12/2025Geode 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%
2/12/2025O Shaughnessy Asset Management LLC34,114$713K0.0%+189.3%0.513%
2/6/2025Jones Financial Companies Lllp2,986$62K0.0%N/A0.045%
2/4/2025PL Capital Advisors LLC588,805$12.31M0.1%+1,991.0%8.854%
1/28/2025Empowered Funds LLC39,637$829K0.0%+5.0%0.596%
1/15/2025Ritholtz Wealth Management19,516$408K0.0%N/A0.293%
11/19/2024Barclays PLC1,271$26K0.0%+325.1%0.019%
11/16/2024Geode 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%
11/6/2024Empowered Funds LLC37,762$776K0.0%+5.2%0.561%
8/1/2024Princeton Capital Management LLC10,408$146K0.0%N/A0.154%
5/15/2024Gendell Jeffrey L48,823$673K0.0%+7.3%0.722%
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5/7/2024Empowered 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%
2/14/2024Pinnacle Holdings LLC158,433$2.46M1.0%-3.4%2.330%
1/16/2024SJS Investment Consulting Inc.3,793$58K0.0%-56.9%0.056%
11/13/2023Gendell Jeffrey L36,834$497K0.0%+13.0%0.538%
11/6/2023PL 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%
8/10/2023PL Capital Advisors LLC27,036$341K0.1%+7.8%0.391%


SBFG Institutional Ownership - Frequently Asked Questions

During the previous two years, 45 institutional investors and hedge funds held shares of SB Financial Group. The most heavily invested institutionals were The Manufacturers Life Insurance Company ($11.82M), Alliancebernstein L.P. ($9.79M), Cutler Capital Management LLC ($7.49M), Vanguard Group Inc. ($7.20M), Strategic Value Bank Partners LLC ($6.11M), FJ Capital Management LLC ($5.08M), and Dimensional Fund Advisors LP ($4.15M).Learn more on SB Financial Group's institutional investors.

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

Of the 34 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 ($563.75K), The Manufacturers Life Insurance Company ($467.89K), BlackRock Inc. ($158.82K), Pinnacle Holdings LLC ($156.60K), Geode Capital Management LLC ($76.86K), Hsbc Holdings PLC ($56.43K), and Empowered Funds LLC ($52.60K).

Institutional investors have bought a total of 1,026,938 shares in the last 24 months. This purchase volume represents approximately $25.37M in transactions.

Of the 12 institutional investors that sold SB Financial Group's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Strategic Value Bank Partners LLC ($78.65K), Petiole USA ltd ($14.54K), O Shaughnessy Asset Management LLC ($13.78K), Ritholtz Wealth Management ($10.06K), Renaissance Technologies LLC ($8.10K), Millennium Management LLC ($5.75K), and The Manufacturers Life Insurance Company ($4.45K).

Institutional investors have sold a total of 147,115 shares in the last 24 months. This volume of shares sold represents approximately $3.01M in transactions.


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Institutional ownership data for NASDAQ:SBFG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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