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USCB Financial (USCB) Institutional Ownership

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$20.77 +0.31 (+1.53%)
As of 10:13 AM Eastern
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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)
22
Total
Institutional Outflows
(last 12 months)
$41.85M
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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
5/19/2026Bank of America Corp DE41,797$775K0.0%-18.1%0.229%
5/15/2026Mendon Capital Advisors Corp574,100$10.64M3.1%+17.9%3.144%
5/15/2026North Reef Capital Management LP128,093$2.38M0.1%+3.5%0.701%
5/14/2026Renaissance Technologies LLC91,200$1.69M0.0%-12.8%0.499%
5/8/2026PNC Financial Services Group Inc.2,200$41K0.0%N/A0.012%
5/7/2026Dimensional Fund Advisors LP198,845$3.69M0.0%+15.2%1.089%
5/5/2026Bank of New York Mellon Corp48,008$890K0.0%+10.9%0.263%
4/30/2026Hsbc Holdings PLC47,109$872K0.0%-2.5%0.258%
4/16/2026SG Americas Securities LLC6,363$118K0.0%+16.7%0.035%
3/20/2026Hsbc Holdings PLC48,305$888K0.0%+11.9%0.265%
2/19/2026T. Rowe Price Investment Management Inc.1,316,580$24.25M0.0%+5.8%7.270%
2/18/2026NewEdge Advisors LLC1,700$31K0.0%+60.1%0.009%
2/18/2026Quadrature Capital Ltd17,616$324K0.0%+64.7%0.097%
2/18/2026Millennium Management LLC35,059$646K0.0%-20.1%0.194%
2/18/2026Bridgeway Capital Management LLC15,000$276K0.0%N/A0.083%
2/17/2026AQR Capital Management LLC19,514$359K0.0%+44.6%0.108%
2/17/2026North Reef Capital Management LP123,741$2.28M0.1%N/A0.683%
2/17/2026T. Rowe Price Investment Management Inc.42,460$783K0.0%-96.6%0.234%
2/17/2026Russell Investments Group Ltd.6,404$118K0.0%+188.9%0.035%
2/17/2026Maltese Capital Management LLC167,800$3.09M0.5%-36.0%0.927%
2/16/2026Squarepoint Ops LLC36,486$672K0.0%+57.6%0.201%
2/16/2026Barclays PLC56,822$1.05M0.0%+10.9%0.314%
2/13/2026Charles Schwab Investment Management Inc.34,045$627K0.0%+7.0%0.188%
2/13/2026State Street Corp150,155$2.77M0.0%+6.8%0.829%
2/13/2026Martingale Asset Management L P27,594$508K0.0%+42.4%0.152%
2/13/2026Wells Fargo & Company MN12,993$239K0.0%+70.6%0.072%
2/12/2026Banc Funds Co. LLC95,580$1.76M0.3%-23.8%0.528%
2/12/2026Renaissance Technologies LLC104,600$1.93M0.0%+2.2%0.578%
2/12/2026Dimensional Fund Advisors LP172,578$3.18M0.0%+11.4%0.953%
2/12/2026LWM Advisory Services LLC11,671$215K0.1%N/A0.064%
2/12/2026Integrated Quantitative Investments LLC15,747$290K0.1%N/A0.087%
2/11/2026Los Angeles Capital Management LLC33,004$568K0.0%+13.2%0.182%
2/11/2026Globeflex Capital L P19,439$358K0.1%N/A0.107%
2/10/2026TD Asset Management Inc44,696$823K0.0%+4.2%0.247%
2/10/2026Patriot Financial Partners GP II L.P.1,856,286$34.19M10.7%-8.8%10.250%
2/10/2026Goldman Sachs Group Inc.63,406$1.17M0.0%+12.0%0.350%
2/9/2026Geode Capital Management LLC254,276$4.68M0.0%+2.5%1.404%
2/9/2026Endeavour Capital Advisors Inc.1,057,369$19.48M5.4%-15.2%5.839%
2/6/2026Legato Capital Management LLC15,747$290K0.0%N/A0.087%
2/4/2026Pacific Ridge Capital Partners LLC341,168$6.28M1.4%-2.9%1.884%
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2/2/2026Salzhauer Michael45,729$842K0.3%+44.1%0.253%
1/9/2026SG Americas Securities LLC5,453$100K0.0%N/A0.030%
1/1/2026JPMorgan Chase & Co.4,869$85K0.0%-67.5%0.027%
11/17/2025Maltese Capital Management LLC262,123$4.57M0.7%-9.4%1.447%
11/17/2025Millennium Management LLC43,868$765K0.0%+13.1%0.242%
11/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.4,781$83K0.0%-20.0%0.026%
11/17/2025Citadel Advisors LLC28,540$498K0.0%+142.6%0.158%
11/17/2025Banc Funds Co. LLC125,419$2.19M0.4%-16.0%0.693%
11/17/2025Bank of America Corp DE38,711$676K0.0%+16.8%0.214%
11/17/2025Alliancebernstein L.P.958,224$16.72M0.0%-1.5%5.291%
11/14/2025Mendon Capital Advisors Corp487,142$8.50M3.3%-29.5%2.690%
11/14/2025Patriot Financial Partners GP II L.P.2,035,909$35.53M11.2%N/A11.242%
11/14/2025Fiduciary Trust Co13,006$227K0.0%N/A0.072%
11/14/2025Squarepoint Ops LLC23,155$404K0.0%N/A0.128%
11/14/2025Elizabeth Park Capital Advisors Ltd.110,599$1.93M1.6%+24.8%0.611%
11/13/2025Kennedy Capital Management LLC243,436$4.25M0.1%-21.7%1.344%
11/13/2025BNP Paribas Financial Markets3,703$65K0.0%+100.3%0.020%
11/13/2025Russell Investments Group Ltd.2,217$39K0.0%+66.2%0.012%
11/13/2025First Trust Advisors LP11,053$193K0.0%-13.6%0.061%
11/12/2025Barclays PLC51,245$894K0.0%+7.0%0.283%
11/12/2025Dimensional Fund Advisors LP154,958$2.70M0.0%+7.8%0.856%
11/12/2025Pacific Ridge Capital Partners LLC351,307$6.13M1.3%-2.2%1.940%
11/10/2025TD Asset Management Inc42,886$748K0.0%N/A0.214%
11/10/2025Hillsdale Investment Management Inc.10,500$183K0.0%-10.3%0.052%
11/7/2025Endeavour Capital Advisors Inc.1,247,211$21.76M6.6%+0.5%6.211%
11/7/2025GSA Capital Partners LLP24,530$428K0.0%+52.0%0.122%
11/7/2025Vanguard Group Inc.740,188$12.92M0.0%-0.7%3.686%
11/7/2025JPMorgan Chase & Co.4,869$85K0.0%-67.5%0.024%
11/5/2025ELCO Management Co. LLC17,240$301K0.2%-55.7%0.086%
8/15/2025Tower Research Capital LLC TRC 4,210$70K0.0%+2,081.3%0.021%
8/15/2025Salzhauer Michael31,729$525K0.3%+8.4%0.158%
8/15/2025Bank of America Corp DE33,138$548K0.0%+34.9%0.165%
8/14/2025Mendon Capital Advisors Corp691,048$11.43M5.8%+3.1%3.441%
8/14/2025Basswood Capital Management L.L.C.471,696$7.80M0.4%-8.3%2.349%
8/14/2025Alliancebernstein L.P.973,088$16.10M0.0%+9.0%4.847%
8/13/2025Gabelli Funds LLC34,065$563K0.0%N/A0.170%
8/13/2025Endeavour Capital Advisors Inc.1,240,949$20.53M7.1%-2.9%6.180%
8/13/2025First Trust Advisors LP12,795$212K0.0%N/A0.064%
8/13/2025Kennedy Capital Management LLC310,887$5.14M0.1%-19.7%1.548%
8/13/2025Hsbc Holdings PLC32,875$546K0.0%+25.9%0.164%
8/12/2025Rhumbline Advisers16,294$269K0.0%-5.9%0.081%
8/12/2025Hillsdale Investment Management Inc.11,700$194K0.0%-27.4%0.058%
8/12/2025JPMorgan Chase & Co.14,991$248K0.0%-43.0%0.075%
8/8/2025Police & Firemen s Retirement System of New Jersey2,297$38K0.0%N/A0.011%
8/8/2025Geode Capital Management LLC248,716$4.11M0.0%+1.7%1.241%
8/7/2025Connor Clark & Lunn Investment Management Ltd.58,668$970K0.0%+10.6%0.293%
8/7/2025Los Angeles Capital Management LLC13,883$230K0.0%-18.9%0.069%
6/27/2025Goldman 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 22 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 2,310,709 shares in the last 24 months. This volume of shares sold represents approximately $41.85M in transactions.


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This page (NASDAQ:USCB) was last updated on 7/1/2026 by MarketBeat.com Staff.
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