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SB Financial Group Ownership | Who Owns SB Financial Group?

OverviewRevenueFinancialsChartTranscripts

SB Financial Group Ownership Summary

SB Financial Group is owned by 52.16% institutional investors, 10.37% insiders, and 37.46% retail investors. Manufacturers life insurance company, the is the largest institutional shareholder, holding 7.23% of SBFG shares. JH Financial Opportunities is the top mutual fund, with 3.94% of its assets in SB Financial Group shares.

SBFG Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockSB Financial Group52.16%10.37%37.46%
SectorFinancial Services Stocks 40.29%14.61%45.11%
IndustryRegional Banks Stocks42.21%12.07%45.72%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Manufacturers life insurance company, the481.80K7.23%$10.07M
Alliancebernstein468.31K7.03%$9.79M
Cutler capital management392.56K5.89%$8.21M
Fj capital management371.57K5.58%$7.77M
Strategic value bank partners352.81K5.30%$7.38M
Vanguard group341.99K5.13%$7.15M
Petiole usa186.09K2.79%$3.89M
Dimensional fund advisors lp164.83K2.48%$3.45M
Pinnacle156.90K2.36%$3.28M
Bridgeway capital management75.13K1.13%$1.57M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Strategic value bank partners352.81K4.76%$7.38M
Cutler capital management392.56K2.83%$8.21M
Petiole usa186.09K2.45%$3.89M
Pinnacle156.90K1.24%$3.28M
Fj capital management371.57K0.90%$7.77M
Pl capital advisors28.16K0.20%$588.80K
Princeton capital management10.41K0.07%$217.63K
Bridgeway capital management75.13K0.04%$1.57M
Gendell jeffrey l48.82K0.03%$1.02M
Venture visionary partners23.69K0.01%$495.44K

Top Buyers

HolderShares% AssetsChange
Vanguard group341.99K0.00%240.07K
Susquehanna group, llp41.14K0.00%28.08K
O'shaughnessy asset management34.11K0.01%22.32K
Ritholtz wealth management19.52K0.01%19.52K
Jane street group9.94K-9.94K

Top Sellers

HolderShares% AssetsChange
Alliancebernstein468.31K0.00%-119.61K
Petiole usa186.09K2.45%-79.62K
Renaissance---13.53K
Cutler capital management392.56K2.83%-6.60K
Millennium management10.58K0.00%-2.61K

New Positions

HolderShares% AssetsChangeValue
Ritholtz wealth management19.52K0.01%19.52K$408.08K
Jane street group9.94K-9.94K$207.74K
Bank of america corp /de/56.00-56.00$784.00

Sold Out

HolderChange
Qube research-319.00
Innealta capital-395.00
Renaissance-13.53K

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 202440-2.44%3,474,0903.03%522.04%1820.00%1137.50%
Sep 30, 2024402.56%3,371,9340.34%502.02%1633.33%814.29%
Jun 30, 20243911.43%3,360,5120.97%502.06%1233.33%716.67%
Mar 31, 202435-5.41%3,328,379-0.42%492.04%9-35.71%6-25.00%
Dec 31, 202337-3,342,4010.04%492.07%147.69%8-

Top Mutual Funds Shareholders

HolderShares% HoldingChange
JH Financial Opportunities257.16K3.94%-
Vanguard Total Stock Mkt Idx Inv230.90K3.53%-
JHancock Regional Bank A194.30K2.97%-
Vanguard Institutional Extnd Mkt Idx Tr99.09K1.52%-
DFA US Small Cap Value I65.54K1.00%-
EA Bridgeway Omni Small-Cap Value ETF42.47K0.65%42.00
Fidelity Extended Market Index36.41K0.56%-232.00
Bridgeway Omni Small-Cap Value35.49K0.54%-
Bridgeway Omni Small-Cap Value N35.49K0.54%-
Manulife US Bank Equity Mother Fund28.20K0.42%-

Recent Insider Transactions

DateNameRoleActivityValue
Feb 13, 2025Homoelle David A. EVP OF SUBSIDIARYBuy$21.95K
Mar 06, 2025Homoelle David A. EVP OF SUBSIDIARYBuy$6.81K
Feb 26, 2025CARTER GEORGE W-Buy$2.82K
Dec 12, 2024HARDGROVE RICHARD L-Buy$25.80K
Sep 05, 2024HARDGROVE RICHARD L-Buy$28.34K

Insider Transactions Trends

DateBuySell
2025 Q11-
2024 Q4-1
2024 Q3-3
2024 Q2-1
2024 Q12-

SBFG Ownership FAQ

Who Owns SB Financial Group?

SB Financial Group shareholders are primarily institutional investors at 52.16%, followed by 10.37% insiders and 37.47% retail investors. The average institutional ownership in SB Financial Group's industry, Regional Banks Stocks, is 42.21%, which SB Financial Group exceeds.

Who owns the most shares of SB Financial Group?

SB Financial Group’s largest shareholders are Manufacturers life insurance company, the (481.8K shares, 7.23%), Alliancebernstein (468.31K shares, 7.03%), and Cutler capital management (392.56K shares, 5.89%). Together, they hold 20.16% of SB Financial Group’s total shares outstanding.

Does Blackrock own SB Financial Group?

BlackRock is not among the top 10 institutional shareholders of SB Financial Group.

Who is SB Financial Group’s biggest shareholder by percentage of total assets invested?

Strategic value bank partners is SB Financial Group’s biggest shareholder by percentage of total assets invested, with 4.76% of its assets in 352.82K SB Financial Group shares, valued at 7.38M$.

Who is the top mutual fund holder of SB Financial Group shares?

JH Financial Opportunities is the top mutual fund holder of SB Financial Group shares, with 3.94% of its total shares outstanding invested in 257.16K SB Financial Group shares.

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