Sandy Spring Bancorp Ownership | Who Owns Sandy Spring Bancorp?

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Sandy Spring Bancorp Ownership Summary

Sandy Spring Bancorp is owned by 71.66% institutional investors, 3.68% insiders, and 24.67% retail investors. Blackrock is the largest institutional shareholder, holding 10.10% of SASR shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.98% of its assets in Sandy Spring Bancorp shares.

SASR Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Sandy Spring Bancorp	71.66%	3.68%	24.67%
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	4.54M	10.10%	$110.52M
Vanguard group	2.70M	6.00%	$65.68M
Dimensional fund advisors lp	2.47M	5.50%	$60.18M
North reef capital management lp	2.10M	4.67%	$51.16M
State street	1.47M	3.27%	$35.84M
Macquarie group	1.24M	2.76%	$30.20M
Geode capital management	1.04M	2.31%	$25.28M
Systematic financial management lp	904.43K	2.01%	$22.03M
American century companies	775.25K	1.73%	$18.89M
Massachusetts financial services co /ma/	732.34K	1.63%	$17.84M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Elizabeth park capital advisors	196.14K	4.14%	$4.78M
Ejf capital	157.76K	2.85%	$3.84M
North reef capital management lp	2.10M	2.37%	$51.16M
Forest hill capital	65.06K	1.31%	$1.58M
Systematic financial management lp	904.43K	0.67%	$22.03M
Bontempo ohly capital mgmt	43.52K	0.53%	$1.06M
Grace & white inc /ny	81.84K	0.37%	$1.99M
Teton advisors	31.30K	0.32%	$762.47K
Lafayette investments	43.50K	0.24%	$1.06M
Chartwell investment partners	181.83K	0.16%	$4.43M

Top Buyers

Holder	Shares	% Assets	Change
Victory capital management	694.87K	0.02%	641.40K
Franklin resources	655.91K	0.00%	635.51K
North reef capital management lp	2.10M	2.37%	550.00K
Wellington management group llp	697.90K	0.00%	364.81K
Balyasny asset management	208.45K	0.01%	208.45K

Top Sellers

Holder	Shares	% Assets	Change
T. rowe price investment management	-	-	-660.53K
Foundry partners	-	-	-282.03K
Millennium management	20.61K	0.00%	-233.56K
Boothbay fund management	-	-	-189.90K
Cubist systematic strategies	-	-	-172.53K

New Positions

Holder	Shares	% Assets	Change	Value
Balyasny asset management	208.45K	0.01%	208.45K	$5.08M
Norges bank	196.91K	0.00%	196.91K	$4.80M
Elizabeth park capital advisors	196.14K	4.14%	196.14K	$4.78M
Mkp capital management	41.50K	0.06%	41.50K	$1.01M
Toroso investments	27.53K	0.01%	27.53K	$670.65K

Sold Out

Holder	Change
Cullen/frost bankers	-3.00
Ifp advisors	-30.00
Fintrust capital advisors	-34.00
Innealta capital	-37.00
Quarry lp	-71.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	210	3.96%	32,263,057	0.92%	71	1.42%	94	-14.55%	74	34.55%
Jun 30, 2024	200	-6.54%	31,963,144	8.49%	71	1.65%	108	-1.82%	55	-8.33%
Mar 31, 2024	214	7.54%	29,461,293	-1.88%	65	1.46%	110	15.79%	60	-9.09%
Dec 31, 2023	199	4.74%	30,026,868	2.76%	66	1.58%	95	6.74%	66	11.86%
Sep 30, 2023	190	3.83%	29,220,582	-6.13%	65	1.35%	89	1.14%	59	5.36%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	1.35M	2.98%	-12.95K
iShares Russell 2000 ETF	1.31M	2.91%	-2.74K
Delaware Small Cap Value A	843.92K	1.87%	-
Franklin Small Cap Value A	815.26K	1.81%	67.80K
Franklin US Small Cap Value Equity	747.47K	1.66%	387.28K
Avantis US Small Cap Value ETF	738.18K	1.64%	-
Vanguard Institutional Extnd Mkt Idx Tr	682.22K	1.51%	-13.53K
DFA US Small Cap Value I	673.92K	1.49%	10.80K
MFS New Discovery Value I	609.12K	1.35%	-6.17K
Fidelity Small Cap Index	452.35K	1.00%	-10.38K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Aug 07, 2023	RUPPERT CRAIG A	-	Buy	$303.24K
May 16, 2022	RUPPERT CRAIG A		Buy	$96.09K
Nov 10, 2021	Cook Kenneth C	EVP, Division President	Sell	$127.66K
Nov 02, 2021	Cook Kenneth C	EVP, Division President	Sell	$145.80K
Oct 26, 2021	Cook Kenneth C	EVP, Division President	Sell	$651.59K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	-
2024 Q2	-	-
2024 Q1	-	-
2023 Q4	-	-
2023 Q3	1	-

SASR Ownership FAQ

Who Owns Sandy Spring Bancorp?

Sandy Spring Bancorp shareholders are primarily institutional investors at 71.66%, followed by 3.68% insiders and 24.66% retail investors. The average institutional ownership in Sandy Spring Bancorp's industry, Regional Banks Stocks, is 51.67%, which Sandy Spring Bancorp exceeds.

Who owns the most shares of Sandy Spring Bancorp?

Sandy Spring Bancorp’s largest shareholders are Blackrock (4.54M shares, 10.10%), Vanguard group (2.7M shares, 6.00%), and Dimensional fund advisors lp (2.47M shares, 5.50%). Together, they hold 21.60% of Sandy Spring Bancorp’s total shares outstanding.

Does Blackrock own Sandy Spring Bancorp?

Yes, BlackRock owns 10.10% of Sandy Spring Bancorp, totaling 4.54M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 110.52M$. In the last quarter, BlackRock increased its holdings by 102.35K shares, a 2.31% change.

Who is Sandy Spring Bancorp’s biggest shareholder by percentage of total assets invested?

Elizabeth park capital advisors is Sandy Spring Bancorp’s biggest shareholder by percentage of total assets invested, with 4.14% of its assets in 196.14K Sandy Spring Bancorp shares, valued at 4.78M$.

Who is the top mutual fund holder of Sandy Spring Bancorp shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Sandy Spring Bancorp shares, with 2.98% of its total shares outstanding invested in 1.35M Sandy Spring Bancorp shares.

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