Middlefield Banc Ownership | Who Owns Middlefield Banc?
Middlefield Banc Ownership Summary
Middlefield Banc is owned by 34.01% institutional investors, 3.81% insiders, and 62.18% retail investors. Castle creek capital partners vi, lp is the largest institutional shareholder, holding 6.94% of MBCN shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 2.96% of its assets in Middlefield Banc shares.
MBCN Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Middlefield Banc | 34.01% | 3.81% | 62.18% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Regional Banks Stocks | 53.95% | 12.38% | 33.68% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Castle creek capital partners vi, lp | 560.50K | 6.94% | $16.88M |
| Blackrock funding, inc. /de | 479.73K | 5.94% | $14.44M |
| Blackrock | 460.46K | 5.69% | $11.07M |
| Vanguard group | 395.74K | 4.90% | $11.10M |
| Alliancebernstein | 174.21K | 2.16% | $4.89M |
| Geode capital management | 164.47K | 2.04% | $4.61M |
| State street | 101.55K | 1.26% | $2.44M |
| Elizabeth park capital advisors | 86.31K | 1.07% | $2.60M |
| Dimensional fund advisors lp | 80.89K | 1.00% | $2.27M |
| Northern trust | 63.56K | 0.79% | $1.53M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Castle creek capital partners vi, lp | 560.50K | 31.39% | $16.88M |
| Elizabeth park capital advisors | 86.31K | 2.33% | $2.60M |
| Redmont wealth advisors | 24.87K | 1.21% | $697.52K |
| Riggs asset managment | 18.39K | 0.14% | $553.72K |
| Fundamentum | 39.40K | 0.05% | $1.19M |
| Bridgeway capital management | 49.64K | 0.03% | $1.39M |
| Clearstead advisors | 42.55K | 0.02% | $1.28M |
| Yhb investment advisors | 6.67K | 0.02% | $200.71K |
| Huntington national bank | 38.29K | 0.01% | $1.07M |
| Empowered funds | 18.60K | 0.01% | $560.14K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Elizabeth park capital advisors | 86.31K | 2.33% | 58.58K |
| Fisher asset management | 35.07K | 0.00% | 35.07K |
| Goldman sachs group | 33.93K | 0.00% | 18.76K |
| Jpmorgan chase | 25.83K | 0.00% | 13.65K |
| Invesco | 15.43K | 0.00% | 4.95K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Lineweaver wealth advisors | - | - | -37.50K |
| Ameriprise financial | - | - | -12.21K |
| Beacon financial advisory | - | - | -10.60K |
| Alliancebernstein | 174.21K | 0.00% | -9.94K |
| Flaharty asset management | - | - | -8.75K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Fisher asset management | 35.07K | 0.00% | 35.07K | $1.06M |
| Nisa investment advisors | 400.00 | 0.00% | 400.00 | $9.62K |
| Macquarie group | 22.00 | - | 22.00 | $529.00 |
| Srs capital advisors | 22.00 | - | 22.00 | $663.00 |
Sold Out
| Holder | Change |
|---|---|
| Innealta capital | -2.00 |
| Capital performance advisors llp | -36.00 |
| Qube research | -93.00 |
| Tyler-stone wealth management | -200.00 |
| Advisor group | -252.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 66 | -2.94% | 2,748,247 | 1.86% | 34 | 3.05% | 33 | 37.50% | 17 | -34.62% |
| Mar 31, 2025 | 68 | 9.68% | 2,698,181 | -0.68% | 33 | 2.95% | 24 | -17.24% | 26 | 62.50% |
| Dec 31, 2024 | 59 | - | 2,574,700 | -2.83% | 31 | 2.96% | 28 | -12.50% | 15 | 25.00% |
| Sep 30, 2024 | 59 | 3.51% | 2,649,738 | 3.41% | 32 | 3.25% | 32 | 45.45% | 12 | -42.86% |
| Jun 30, 2024 | 56 | 7.69% | 2,562,398 | 0.90% | 31 | 3.21% | 22 | 46.67% | 20 | -13.04% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 238.90K | 2.96% | - |
| Vanguard Total Stock Mkt Idx Inv | 233.75K | 2.89% | -5.15K |
| iShares Russell 2000 ETF | 175.90K | 2.18% | -3.36K |
| Vanguard Institutional Extnd Mkt Idx Tr | 82.00K | 1.01% | -37.37K |
| Fidelity Small Cap Index | 71.96K | 0.89% | - |
| iShares Russell 2000 Value ETF | 63.15K | 0.78% | 47.00 |
| Fidelity Extended Market Index | 39.31K | 0.49% | -103.00 |
| Vanguard Russell 2000 ETF | 34.94K | 0.43% | -2.28K |
| Bridgeway Omni Small-Cap Value N | 30.00K | 0.37% | - |
| Bridgeway Omni Small-Cap Value | 30.00K | 0.37% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Feb 21, 2025 | DiGeronimo Kevin A | - | Buy | $50.02K |
| Feb 21, 2025 | Voinovich Michael C | - | Buy | $3.12K |
| Feb 21, 2025 | RANTTILA MICHAEL | EVP/CFO | Buy | $1.21K |
| Feb 03, 2025 | RANTTILA MICHAEL | EVP/CFO | Buy | $7.65K |
| Sep 16, 2024 | Zimmerly Ronald Len Jr. | Chief Executive Officer | Buy | $6.04K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | 4 | - |
| 2024 Q4 | - | - |
| 2024 Q3 | 1 | - |
MBCN Ownership FAQ
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