Middlefield Banc Ownership | Who Owns Middlefield Banc?
Middlefield Banc Ownership Summary
Middlefield Banc is owned by 34.30% institutional investors, 3.81% insiders, and 61.90% 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 | 34.30% | 3.81% | 61.90% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Regional Banks Stocks | 38.26% | 12.54% | 49.20% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Castle creek capital partners vi, lp | 560.50K | 6.94% | $16.82M |
| Blackrock funding, inc. /de | 473.56K | 5.86% | $14.21M |
| Blackrock | 460.46K | 5.69% | $11.07M |
| Vanguard group | 413.74K | 5.12% | $12.42M |
| Alliancebernstein | 197.52K | 2.44% | $5.93M |
| Geode capital management | 170.74K | 2.11% | $5.12M |
| State street | 104.03K | 1.29% | $3.12M |
| Elizabeth park capital advisors | 96.50K | 1.19% | $2.90M |
| Dimensional fund advisors lp | 83.88K | 1.04% | $2.52M |
| Northern trust | 55.43K | 0.69% | $1.66M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Castle creek capital partners vi, lp | 560.50K | 30.11% | $16.82M |
| Elizabeth park capital advisors | 96.50K | 2.34% | $2.90M |
| Redmont wealth advisors | 26.47K | 1.11% | $794.25K |
| Riggs asset managment | 18.39K | 0.12% | $551.88M |
| Keeler & nadler financial planning & wealth management | 9.06K | 0.10% | $272.01K |
| Fundamentum | 39.40K | 0.05% | $1.18M |
| Bridgeway capital management | 50.42K | 0.03% | $1.51M |
| Clearstead advisors | 39.37K | 0.02% | $1.18B |
| Yhb investment advisors | 6.67K | 0.01% | $200.05K |
| Huntington national bank | 38.29K | 0.01% | $1.15M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Redmont wealth advisors | 26.47K | 1.11% | 26.47K |
| Alliancebernstein | 197.52K | 0.00% | 17.80K |
| Prospera financial services | 13.33K | 0.01% | 13.33K |
| Elizabeth park capital advisors | 96.50K | 2.34% | 10.19K |
| Quantinno capital management lp | 8.83K | 0.00% | 8.83K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Lineweaver wealth advisors | - | - | -37.50K |
| Fisher asset management | - | - | -35.07K |
| Ameriprise financial | - | - | -12.21K |
| Beacon financial advisory | - | - | -10.60K |
| Flaharty asset management | - | - | -8.75K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Redmont wealth advisors | 26.47K | 1.11% | 26.47K | $794.25K |
| Prospera financial services | 13.33K | 0.01% | 13.33K | $399.97K |
| Quantinno capital management lp | 8.83K | 0.00% | 8.83K | $264.96K |
| Rockefeller capital management | 2.00K | 0.00% | 2.00K | $60.02K |
| Russell investments group | 605.00 | - | 605.00 | $18.16K |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 70 | 12.90% | 2,771,576 | 9.04% | 34 | 3.47% | 30 | -9.09% | 22 | 57.14% |
| 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% |
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 | 179.77K | 2.22% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 82.00K | 1.01% | -37.37K |
| Fidelity Small Cap Index | 74.45K | 0.92% | 2.49K |
| iShares Russell 2000 Value ETF | 63.53K | 0.79% | - |
| Fidelity Extended Market Index | 38.99K | 0.48% | -321.00 |
| Vanguard Russell 2000 ETF | 34.94K | 0.43% | -2.28K |
| Bridgeway Omni Small-Cap Value | 30.00K | 0.37% | - |
| Bridgeway Omni Small-Cap Value N | 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 Q4 | - | - |
| 2025 Q3 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | 4 | - |
| 2024 Q4 | - | - |
MBCN Ownership FAQ
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