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USCB Financial (USCB) Institutional Ownership

USCB Financial logo
$18.31 -0.10 (-0.54%)
As of 02:10 PM Eastern
This is a fair market value price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for USCB Financial (NASDAQ:USCB)

Current
Institutional Ownership
Percentage
61.34%
Number of
Institutional Buyers
(last 12 months)
44
Total
Institutional Inflows
(last 12 months)
$50.99M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$41.93M
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Skip Chart & View Institutional Buying and Selling Data

USCB Institutional Buying and Selling by Quarter

USCB Financial Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026 Bank of America Corp DE41,797$775K0.0%-18.1%0.229%
5/15/2026 Mendon Capital Advisors Corp574,100$10.64M3.1%+17.9%3.144%
5/15/2026 North Reef Capital Management LP128,093$2.38M0.1%+3.5%0.701%
5/14/2026 Renaissance Technologies LLC91,200$1.69M0.0%-12.8%0.499%
5/8/2026 PNC Financial Services Group Inc.2,200$41K0.0%N/A0.012%
5/7/2026 Dimensional Fund Advisors LP198,845$3.69M0.0%+15.2%1.089%
5/5/2026 Bank of New York Mellon Corp48,008$890K0.0%+10.9%0.263%
4/30/2026 Hsbc Holdings PLC47,109$872K0.0%-2.5%0.258%
4/16/2026 SG Americas Securities LLC6,363$118K0.0%+16.7%0.035%
3/20/2026 Hsbc Holdings PLC48,305$888K0.0%+11.9%0.265%
2/19/2026 T. Rowe Price Investment Management Inc.1,316,580$24.25M0.0%+5.8%7.270%
2/18/2026 NewEdge Advisors LLC1,700$31K0.0%+60.1%0.009%
2/18/2026 Quadrature Capital Ltd17,616$324K0.0%+64.7%0.097%
2/18/2026 Millennium Management LLC35,059$646K0.0%-20.1%0.194%
2/18/2026 Bridgeway Capital Management LLC15,000$276K0.0%N/A0.083%
2/17/2026 AQR Capital Management LLC19,514$359K0.0%+44.6%0.108%
2/17/2026 North Reef Capital Management LP123,741$2.28M0.1%N/A0.683%
2/17/2026 T. Rowe Price Investment Management Inc.42,460$783K0.0%-96.6%0.234%
2/17/2026 Russell Investments Group Ltd.6,404$118K0.0%+188.9%0.035%
2/17/2026 Maltese Capital Management LLC167,800$3.09M0.5%-36.0%0.927%
2/16/2026 Squarepoint Ops LLC36,486$672K0.0%+57.6%0.201%
2/16/2026 Barclays PLC56,822$1.05M0.0%+10.9%0.314%
2/13/2026 Charles Schwab Investment Management Inc.34,045$627K0.0%+7.0%0.188%
2/13/2026 State Street Corp150,155$2.77M0.0%+6.8%0.829%
2/13/2026 Martingale Asset Management L P27,594$508K0.0%+42.4%0.152%
2/13/2026 Wells Fargo & Company MN12,993$239K0.0%+70.6%0.072%
2/12/2026 Banc Funds Co. LLC95,580$1.76M0.3%-23.8%0.528%
2/12/2026 Renaissance Technologies LLC104,600$1.93M0.0%+2.2%0.578%
2/12/2026 Dimensional Fund Advisors LP172,578$3.18M0.0%+11.4%0.953%
2/12/2026 LWM Advisory Services LLC11,671$215K0.1%N/A0.064%
2/12/2026 Integrated Quantitative Investments LLC15,747$290K0.1%N/A0.087%
2/11/2026 Los Angeles Capital Management LLC33,004$568K0.0%+13.2%0.182%
2/11/2026 Globeflex Capital L P19,439$358K0.1%N/A0.107%
2/10/2026 TD Asset Management Inc44,696$823K0.0%+4.2%0.247%
2/10/2026 Patriot Financial Partners GP II L.P.1,856,286$34.19M10.7%-8.8%10.250%
2/10/2026 Goldman Sachs Group Inc.63,406$1.17M0.0%+12.0%0.350%
2/9/2026 Geode Capital Management LLC254,276$4.68M0.0%+2.5%1.404%
2/9/2026 Endeavour Capital Advisors Inc.1,057,369$19.48M5.4%-15.2%5.839%
2/6/2026 Legato Capital Management LLC15,747$290K0.0%N/A0.087%
2/4/2026 Pacific Ridge Capital Partners LLC341,168$6.28M1.4%-2.9%1.884%
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2/2/2026 Salzhauer Michael45,729$842K0.3%+44.1%0.253%
1/9/2026 SG Americas Securities LLC5,453$100K0.0%N/A0.030%
1/1/2026 JPMorgan Chase & Co.4,869$85K0.0%-67.5%0.027%
11/17/2025 Maltese Capital Management LLC262,123$4.57M0.7%-9.4%1.447%
11/17/2025 Millennium Management LLC43,868$765K0.0%+13.1%0.242%
11/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.4,781$83K0.0%-20.0%0.026%
11/17/2025 Citadel Advisors LLC28,540$498K0.0%+142.6%0.158%
11/17/2025 Banc Funds Co. LLC125,419$2.19M0.4%-16.0%0.693%
11/17/2025 Bank of America Corp DE38,711$676K0.0%+16.8%0.214%
11/17/2025 Alliancebernstein L.P.958,224$16.72M0.0%-1.5%5.291%
11/14/2025 Mendon Capital Advisors Corp487,142$8.50M3.3%-29.5%2.690%
11/14/2025 Patriot Financial Partners GP II L.P.2,035,909$35.53M11.2%N/A11.242%
11/14/2025 Fiduciary Trust Co13,006$227K0.0%N/A0.072%
11/14/2025 Squarepoint Ops LLC23,155$404K0.0%N/A0.128%
11/14/2025 Elizabeth Park Capital Advisors Ltd.110,599$1.93M1.6%+24.8%0.611%
11/13/2025 Kennedy Capital Management LLC243,436$4.25M0.1%-21.7%1.344%
11/13/2025 BNP Paribas Financial Markets3,703$65K0.0%+100.3%0.020%
11/13/2025 Russell Investments Group Ltd.2,217$39K0.0%+66.2%0.012%
11/13/2025 First Trust Advisors LP11,053$193K0.0%-13.6%0.061%
11/12/2025 Barclays PLC51,245$894K0.0%+7.0%0.283%
11/12/2025 Dimensional Fund Advisors LP154,958$2.70M0.0%+7.8%0.856%
11/12/2025 Pacific Ridge Capital Partners LLC351,307$6.13M1.3%-2.2%1.940%
11/10/2025 TD Asset Management Inc42,886$748K0.0%N/A0.214%
11/10/2025 Hillsdale Investment Management Inc.10,500$183K0.0%-10.3%0.052%
11/7/2025 Endeavour Capital Advisors Inc.1,247,211$21.76M6.6%+0.5%6.211%
11/7/2025 GSA Capital Partners LLP24,530$428K0.0%+52.0%0.122%
11/7/2025Vanguard Group Inc.740,188$12.92M0.0%-0.7%3.686%
11/7/2025 JPMorgan Chase & Co.4,869$85K0.0%-67.5%0.024%
11/5/2025 ELCO Management Co. LLC17,240$301K0.2%-55.7%0.086%
8/15/2025 Tower Research Capital LLC TRC 4,210$70K0.0%+2,081.3%0.021%
8/15/2025 Salzhauer Michael31,729$525K0.3%+8.4%0.158%
8/15/2025 Bank of America Corp DE33,138$548K0.0%+34.9%0.165%
8/14/2025 Mendon Capital Advisors Corp691,048$11.43M5.8%+3.1%3.441%
8/14/2025 Basswood Capital Management L.L.C.471,696$7.80M0.4%-8.3%2.349%
8/14/2025 Alliancebernstein L.P.973,088$16.10M0.0%+9.0%4.847%
8/13/2025 Gabelli Funds LLC34,065$563K0.0%N/A0.170%
8/13/2025 Endeavour Capital Advisors Inc.1,240,949$20.53M7.1%-2.9%6.180%
8/13/2025 First Trust Advisors LP12,795$212K0.0%N/A0.064%
8/13/2025 Kennedy Capital Management LLC310,887$5.14M0.1%-19.7%1.548%
8/13/2025 Hsbc Holdings PLC32,875$546K0.0%+25.9%0.164%
8/12/2025 Rhumbline Advisers16,294$269K0.0%-5.9%0.081%
8/12/2025 Hillsdale Investment Management Inc.11,700$194K0.0%-27.4%0.058%
8/12/2025 JPMorgan Chase & Co.14,991$248K0.0%-43.0%0.075%
8/8/2025 Police & Firemen s Retirement System of New Jersey2,297$38K0.0%N/A0.011%
8/8/2025 Geode Capital Management LLC248,716$4.11M0.0%+1.7%1.241%
8/7/2025 Connor Clark & Lunn Investment Management Ltd.58,668$970K0.0%+10.6%0.293%
8/7/2025 Los Angeles Capital Management LLC13,883$230K0.0%-18.9%0.069%
6/27/2025 Goldman Sachs Group Inc.62,041$1.15M0.0%-5.3%0.309%
5/29/2025Rhumbline Advisers17,312$321K0.0%-3.5%0.086%
5/21/2025Acadian Asset Management LLC13,502$250K0.0%-8.2%0.067%
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5/21/2025Mendon Capital Advisors Corp670,178$12.44M6.1%-0.7%3.343%
5/16/2025Goldman Sachs Group Inc.62,041$1.15M0.0%-5.3%0.309%
5/16/2025Alliancebernstein L.P.893,105$16.58M0.0%-1.6%4.455%
5/14/2025Keeley Teton Advisors LLC33,902$629K0.1%+36.4%0.169%
5/14/2025Hsbc Holdings PLC26,105$485K0.0%+21.1%0.130%
5/12/2025Nuveen LLC15,564$289K0.0%N/A0.078%
5/12/2025Connor Clark & Lunn Investment Management Ltd.53,055$985K0.0%+15.4%0.265%
5/9/2025Deutsche Bank AG8,881$165K0.0%N/A0.044%
5/9/2025Charles Schwab Investment Management Inc.31,912$592K0.0%+5.2%0.159%
5/9/2025Pacific Ridge Capital Partners LLC364,698$6.77M1.8%-4.8%1.819%


USCB Institutional Ownership - Frequently Asked Questions

During the previous two years, 64 institutional investors and hedge funds held shares of USCB Financial. The most heavily invested institutionals were Patriot Financial Partners GP II L.P. ($34.19M), T. Rowe Price Investment Management Inc. ($24.25M), Endeavour Capital Advisors Inc. ($19.48M), Alliancebernstein L.P. ($16.72M), Vanguard Group Inc. ($12.92M), Mendon Capital Advisors Corp ($10.64M), and Curi RMB Capital LLC ($8.70M).Learn more on USCB Financial's institutional investors.

61.34% of USCB Financial's stock is owned by institutional investors. Learn more on USCB's institutional investor holdings.

Of the 53 institutional investors that purchased USCB Financial'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. ($2.04M), Mendon Capital Advisors Corp ($678.43K), Kennedy Capital Management LLC ($215.64K), North Reef Capital Management LP ($128.09K), Basswood Capital Management L.L.C. ($101.38K), Alliancebernstein L.P. ($80.92K), and Dimensional Fund Advisors LP ($78.88K).

Institutional investors have bought a total of 2,901,780 shares in the last 24 months. This purchase volume represents approximately $50.99M in transactions.

Of the 23 institutional investors that sold USCB Financial'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. ($1.20M), Endeavour Capital Advisors Inc. ($226.68K), Mendon Capital Advisors Corp ($203.91K), Patriot Financial Partners GP II L.P. ($179.62K), Kennedy Capital Management LLC ($143.93K), Maltese Capital Management LLC ($121.40K), and Banc Funds Co. LLC ($53.65K).

Institutional investors have sold a total of 2,314,808 shares in the last 24 months. This volume of shares sold represents approximately $41.93M in transactions.


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This page (NASDAQ:USCB) was last updated on 5/21/2026 by MarketBeat.com Staff.
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