QCR Ownership | Who Owns QCR?
QCR Ownership Summary
QCR is owned by 72.93% institutional investors, 3.47% insiders, and 23.59% retail investors. Fmr is the largest institutional shareholder, holding 9.00% of QCRH shares. Fidelity Low-Priced Stock is the top mutual fund, with 3.50% of its assets in QCR shares.
QCRH Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | QCR | 72.93% | 3.47% | 23.59% |
| Sector | Financial Services Stocks | 43.66% | 12.57% | 43.78% |
| Industry | Regional Banks Stocks | 49.60% | 11.62% | 38.78% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Fmr | 1.51M | 9.00% | $90.66M |
| Blackrock | 1.38M | 8.22% | $82.78M |
| Dimensional fund advisors lp | 1.05M | 6.24% | $62.79M |
| Vanguard group | 943.94K | 5.62% | $56.64M |
| State street | 465.80K | 2.78% | $27.97M |
| Fj capital management | 431.24K | 2.57% | $25.87M |
| Geode capital management | 397.01K | 2.37% | $23.83M |
| Jpmorgan chase | 380.80K | 2.27% | $22.85M |
| Renaissance | 335.17K | 2.00% | $20.11M |
| Endeavour capital advisors | 334.87K | 2.00% | $20.09M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Endeavour capital advisors | 334.87K | 6.99% | $20.09M |
| Elizabeth park capital advisors | 119.27K | 6.20% | $7.16M |
| Jacobs asset management | 137.22K | 5.22% | $8.23M |
| Fj capital management | 431.24K | 2.71% | $25.87M |
| Pinnacle | 80.16K | 1.95% | $4.81M |
| Dean capital management | 24.27K | 1.87% | $1.46M |
| Maltese capital management | 148.51K | 1.65% | $8.91M |
| Sippican capital advisors | 15.16K | 0.72% | $909.90K |
| Dean investment associates | 65.77K | 0.56% | $3.95M |
| Kennedy capital management | 259.86K | 0.33% | $15.59M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | 241.40K | 0.00% | 121.10K |
| Silvercrest asset management group | 115.99K | 0.05% | 115.99K |
| Royal bank of canada | 71.53K | 0.00% | 68.89K |
| American century companies | 307.20K | 0.01% | 51.47K |
| Blackrock | 1.38M | 0.00% | 41.84K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fj capital management | 431.24K | 2.71% | -53.75K |
| Nuveen asset management | 162.62K | 0.00% | -48.35K |
| Jpmorgan chase | 380.80K | 0.00% | -39.04K |
| Ameriprise financial | 66.12K | 0.00% | -30.86K |
| Mairs & power | 136.41K | 0.08% | -21.32K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Silvercrest asset management group | 115.99K | 0.05% | 115.99K | $6.96M |
| Fuller & thaler asset management | 15.77K | 0.00% | 15.77K | $945.90K |
| Freestone capital | 10.67K | 0.02% | 10.67K | $640.44K |
| Corebridge financial | 8.81K | 0.00% | 8.81K | $528.78K |
| Panagora asset management | 8.26K | 0.00% | 8.26K | $495.66K |
Sold Out
| Holder | Change |
|---|---|
| Quarry lp | -15.00 |
| Allspring global investments | -83.00 |
| Nverses capital | -200.00 |
| Innealta capital | -583.00 |
| Point72 asia (singapore) pte. | -893.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 188 | 14.63% | 12,286,737 | 1.68% | 72 | 1.41% | 90 | 12.50% | 55 | 14.58% |
| Jun 30, 2024 | 164 | -0.61% | 12,083,295 | 2.20% | 71 | 1.45% | 80 | 8.11% | 48 | -4.00% |
| Mar 31, 2024 | 165 | 13.01% | 11,822,848 | 0.65% | 70 | 1.43% | 74 | 15.63% | 50 | 6.38% |
| Dec 31, 2023 | 146 | 9.77% | 11,745,988 | 2.69% | 70 | 1.50% | 64 | -1.54% | 47 | 20.51% |
| Sep 30, 2023 | 133 | 0.76% | 11,438,113 | 1.96% | 68 | 1.52% | 65 | -5.80% | 39 | -2.50% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Fidelity Low-Priced Stock | 590.05K | 3.50% | 1.93K |
| Vanguard Total Stock Mkt Idx Inv | 512.89K | 3.04% | -5.71K |
| iShares Russell 2000 ETF | 458.50K | 2.72% | -1.04K |
| Fidelity Global Value Growth Eq MF | 307.50K | 1.83% | - |
| Avantis US Small Cap Value ETF | 292.47K | 1.73% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 263.50K | 1.56% | 921.00 |
| Fidelity Series Intrinsic Opps | 215.10K | 1.28% | - |
| DFA US Targeted Value I | 166.91K | 0.99% | - |
| Fidelity Small Cap Index | 166.26K | 0.99% | -5.44K |
| iShares Russell 2000 Value ETF | 158.55K | 0.94% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Oct 30, 2024 | Anderson Nick W | SVP, Chief Accounting Officer | Sell | $24.57K |
| Oct 30, 2024 | Anderson Nick W | SVP, Chief Accounting Officer | Sell | $30.74K |
| Oct 17, 2024 | Ziegler Marie Z. | - | Buy | $6.51K |
| Apr 18, 2024 | Ziegler Marie Z. | - | Buy | $6.55K |
| Feb 05, 2024 | HELLING LARRY J | CEO, QCRH & CRBT | Buy | $56.00K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | 1 | 2 |
| 2024 Q3 | - | - |
| 2024 Q2 | 1 | - |
| 2024 Q1 | 2 | 1 |
| 2023 Q4 | 2 | - |
QCRH Ownership FAQ
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