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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 50.04% institutional investors, 10.42% insiders, and 39.54% retail investors. Alliancebernstein is the largest institutional shareholder, holding 8.79% of SBFG shares. JH Financial Opportunities is the top mutual fund, with 3.85% of its assets in SB Financial Group shares.

SBFG Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockSB Financial Group50.04%10.42%39.54%
SectorFinancial Services Stocks 43.55%12.63%43.82%
IndustryRegional Banks Stocks49.57%11.62%38.81%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Alliancebernstein590.10K8.79%$8.26M
Manufacturers life insurance company, the484.64K7.22%$6.78M
Cutler capital management403.38K6.01%$5.65M
Fj capital management373.52K5.56%$5.23M
Strategic value bank partners352.81K5.25%$4.94M
Petiole usa265.71K3.96%$3.72M
Dimensional fund advisors lp158.31K2.36%$2.22M
Pinnacle157.39K2.34%$2.20M
Vanguard group101.92K1.52%$1.43M
Bridgeway capital management71.38K1.06%$999.26K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Strategic value bank partners352.81K3.27%$4.94M
Petiole usa265.71K3.12%$3.72M
Cutler capital management403.38K2.20%$5.65M
Pinnacle157.39K0.90%$2.20M
Fj capital management373.52K0.55%$5.23M
Pl capital advisors28.16K0.16%$394.23K
Princeton capital management10.41K0.05%$145.71K
Gendell jeffrey l48.82K0.02%$683.52K
Bridgeway capital management71.38K0.02%$999.26K
Venture visionary partners23.57K0.02%$330.06K

Top Buyers

HolderShares% AssetsChange
Alliancebernstein590.10K0.00%12.02K
Princeton capital management10.41K0.05%10.41K
Ubs group3.95K-3.95K
Cutler capital management403.38K2.20%3.06K
Empowered funds35.89K0.01%2.52K

Top Sellers

HolderShares% AssetsChange
Millennium management10.58K0.00%-2.61K
Northern trust18.05K--480.00
Innealta capital---395.00
Manufacturers life insurance company, the484.64K0.01%-373.00
Qube research---319.00

New Positions

HolderShares% AssetsChangeValue
Princeton capital management10.41K0.05%10.41K$145.71K
Ubs group3.95K-3.95K$55.27K
Bank of america corp /de/56.00-56.00$784.00

Sold Out

HolderChange
Qube research-319.00
Innealta capital-395.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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-
Sep 30, 202337-3,341,142-1.57%482.04%1318.18%8-11.11%
Jun 30, 202337-7.50%3,394,374-0.03%482.04%11-35.29%912.50%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
JH Financial Opportunities257.16K3.85%-
JHancock Regional Bank A194.30K2.93%-
Vanguard Institutional Extnd Mkt Idx Tr99.09K1.50%-
DFA US Small Cap Value I64.33K0.97%-
Fidelity Extended Market Index38.37K0.58%1.13K
EA Bridgeway Omni Small-Cap Value ETF38.20K0.58%-
Bridgeway Omni Small-Cap Value35.49K0.53%-
Bridgeway Omni Small-Cap Value N35.49K0.53%-
iShares Micro-Cap ETF13.99K0.21%-
DFA US Core Equity 2 I12.91K0.19%-

Recent Insider Transactions

DateNameRoleActivityValue
Sep 05, 2024HARDGROVE RICHARD L-Buy$28.34K
Aug 20, 2024HARDGROVE RICHARD L-Sell$22.68K
Aug 16, 2024HARDGROVE RICHARD L-Sell$44.20K
May 06, 2024HARDGROVE RICHARD L-Buy$2.61K
Feb 29, 2024KLEIN MARK A CHAIRMAN, PRESIDENT & CEOBuy$1.82K

Insider Transactions Trends

DateBuySell
2024 Q3-3
2024 Q2-1
2024 Q12-
2023 Q4--
2023 Q25-

SBFG Ownership FAQ

Who Owns SB Financial Group?

SB Financial Group shareholders are primarily institutional investors at 50.04%, followed by 10.42% insiders and 39.54% retail investors. The average institutional ownership in SB Financial Group's industry, Regional Banks Stocks, is 49.57%, which SB Financial Group exceeds.

Who owns the most shares of SB Financial Group?

SB Financial Group’s largest shareholders are Alliancebernstein (590.1K shares, 8.79%), Manufacturers life insurance company, the (484.64K shares, 7.22%), and Cutler capital management (403.38K shares, 6.01%). Together, they hold 22.01% 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 3.27% of its assets in 352.82K SB Financial Group shares, valued at 4.94M$.

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 3.85% of its total shares outstanding invested in 257.16K SB Financial Group shares.

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