MetroCity Bankshares Ownership | Who Owns MetroCity Bankshares?
MetroCity Bankshares Ownership Summary
MetroCity Bankshares is owned by 23.09% institutional investors, 26.24% insiders, and 50.68% retail investors. Blackrock is the largest institutional shareholder, holding 5.43% of MCBS shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.15% of its assets in MetroCity Bankshares shares.
MCBS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | MetroCity Bankshares | 23.09% | 26.24% | 50.68% |
| Sector | Financial Services Stocks | 49.66% | 13.98% | 36.36% |
| Industry | Regional Banks Stocks | 51.67% | 12.06% | 36.27% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 1.37M | 5.43% | $36.14M |
| Vanguard group | 979.68K | 3.89% | $25.86M |
| Geode capital management | 418.40K | 1.66% | $11.05M |
| State street | 417.41K | 1.66% | $11.02M |
| Dimensional fund advisors lp | 364.14K | 1.44% | $9.61M |
| Manufacturers life insurance company, the | 223.86K | 0.89% | $5.91M |
| American century companies | 154.41K | 0.61% | $4.08M |
| Northern trust | 153.82K | 0.61% | $4.06M |
| Charles schwab investment management | 145.00K | 0.58% | $3.83M |
| Bank of new york mellon | 123.19K | 0.49% | $3.25M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Cape investment advisory | 76.00K | 0.90% | $2.01M |
| Sherrill & hutchins financial advisory | 29.65K | 0.71% | $782.71K |
| De lisle partners llp | 79.25K | 0.45% | $2.08M |
| Cahaba wealth management | 30.00K | 0.07% | $792.00K |
| Inspire investing | 13.48K | 0.04% | $356.00K |
| Bridgeway capital management | 57.32K | 0.04% | $1.51M |
| Empowered funds | 48.03K | 0.02% | $1.27M |
| Empirical financial services, llc d.b.a. empirical wealth management | 20.45K | 0.02% | $539.91K |
| Hennion & walsh asset management | 10.59K | 0.01% | $279.44K |
| Manufacturers life insurance company, the | 223.86K | 0.01% | $5.91M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 1.37M | 0.00% | 58.96K |
| State street | 417.41K | 0.00% | 23.64K |
| Geode capital management | 418.40K | 0.00% | 20.83K |
| Cibc private wealth group | 20.00K | 0.00% | 20.00K |
| Goldman sachs group | 40.66K | 0.00% | 17.24K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jpmorgan chase | 19.64K | - | -14.94K |
| Invesco | 32.52K | 0.00% | -14.22K |
| Atria investments | - | - | -12.96K |
| Ubs group | 7.99K | 0.00% | -12.63K |
| Cahaba wealth management | 30.00K | 0.07% | -10.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Cibc private wealth group | 20.00K | 0.00% | 20.00K | $519.20K |
| Corebridge financial | 9.93K | 0.00% | 9.93K | $262.10K |
| Mirae asset global etfs | 9.76K | 0.00% | 9.76K | $257.72K |
| Citadel advisors | 2.10K | - | 2.10K | $55.44K |
| Srs capital advisors | 341.00 | 0.00% | 341.00 | $9.00K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -4.00 |
| Covestor | -32.00 |
| Metropolitan life insurance co/ny | -1.04K |
| Sg americas securities | -6.72K |
| American group | -9.01K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 88 | 27.54% | 5,848,593 | 8.34% | 23 | 5.05% | 51 | 37.84% | 19 | 11.76% |
| Jun 30, 2024 | 68 | 13.33% | 5,398,228 | 3.43% | 21 | 5.00% | 36 | 50.00% | 17 | -15.00% |
| Mar 31, 2024 | 60 | 1.69% | 5,219,294 | 2.16% | 20 | 5.17% | 24 | -25.00% | 20 | 33.33% |
| Dec 31, 2023 | 59 | 9.26% | 5,108,757 | 8.23% | 19 | 5.74% | 32 | 23.08% | 15 | -21.05% |
| Sep 30, 2023 | 54 | 3.85% | 4,720,459 | -2.91% | 18 | 4.99% | 26 | -3.70% | 19 | 18.75% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 545.17K | 2.15% | -14.96K |
| iShares Russell 2000 ETF | 537.93K | 2.12% | -1.20K |
| Vanguard Institutional Extnd Mkt Idx Tr | 290.17K | 1.15% | -1.34K |
| Avantis US Small Cap Value ETF | 203.67K | 0.80% | - |
| Fidelity Small Cap Index | 188.78K | 0.75% | -7.25K |
| iShares Russell 2000 Value ETF | 171.72K | 0.68% | - |
| JHancock Regional Bank A | 118.37K | 0.47% | - |
| State St Russell Sm/Mid Cp® Indx NL Cl C | 111.95K | 0.44% | -3.80K |
| Fidelity Extended Market Index | 106.97K | 0.42% | -432.00 |
| Schwab US Small-Cap ETF™ | 87.11K | 0.34% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 25, 2024 | Tan Farid | President | Sell | $213.24K |
| Nov 13, 2024 | Tan Farid | President | Sell | $26.63K |
| Nov 12, 2024 | Tan Farid | President | Sell | $14.20K |
| Nov 11, 2024 | Tan Farid | President | Sell | $66.41K |
| Nov 07, 2024 | Patel Ajit A. | - | Sell | $165.50K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 8 |
| 2024 Q3 | - | 20 |
| 2024 Q2 | 4 | - |
| 2023 Q4 | - | 5 |
| 2023 Q2 | 1 | - |
MCBS Ownership FAQ
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