Shore Bancshares Ownership | Who Owns Shore Bancshares?

Shore Bancshares Ownership Summary

Shore Bancshares is owned by 57.28% institutional investors, 8.81% insiders, and 33.91% retail investors. Fourthstone is the largest institutional shareholder, holding 9.87% of SHBI shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.81% of its assets in Shore Bancshares shares.

SHBI Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Shore Bancshares	57.28%	8.81%	33.91%
Sector	Financial Services Stocks	43.55%	12.63%	43.82%
Industry	Regional Banks Stocks	49.57%	11.62%	38.81%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Fourthstone	3.28M	9.87%	$37.50M
Blackrock	3.10M	9.33%	$35.46M
Vanguard group	1.66M	5.00%	$19.00M
Dimensional fund advisors lp	1.21M	3.64%	$13.84M
Manufacturers life insurance company, the	987.80K	2.98%	$11.31M
Geode capital management	699.45K	2.11%	$8.01M
Sandy spring bank	616.54K	1.86%	$7.06M
Banc funds	504.84K	1.52%	$5.78M
Alliancebernstein	504.53K	1.52%	$5.78M
State street	495.17K	1.49%	$5.67M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Fourthstone	3.28M	11.94%	$37.50M
Holdco asset management, lp	136.11K	9.54%	$1.56M
Petiole usa	147.49K	1.42%	$1.69M
Mendon capital advisors	51.32K	1.39%	$2.51M
Corbyn investment management inc/md	157.95K	0.75%	$1.81M
Siena capital partners gp	195.29K	0.74%	$2.24M
Banc funds	504.84K	0.69%	$5.78M
Salzhauer michael	72.06K	0.64%	$825.06K
Private capital management	245.92K	0.33%	$2.82M
Black maple capital management lp	41.61K	0.31%	$476.46K

Top Buyers

Holder	Shares	% Assets	Change
Sandy spring bank	616.54K	0.31%	496.96K
Blackrock	3.10M	0.00%	151.98K
Fourthstone	3.28M	11.94%	101.74K
Dimensional fund advisors lp	1.21M	0.00%	77.96K
American century companies	195.42K	0.00%	45.69K

Top Sellers

Holder	Shares	% Assets	Change
Mendon capital advisors	51.32K	1.39%	-123.68K
Fj capital management	69.71K	0.08%	-82.94K
Bank of montreal /can/	-	-	-78.14K
Assenagon asset management	44.39K	0.00%	-47.00K
Jpmorgan chase	13.08K	-	-37.08K

New Positions

Holder	Shares	% Assets	Change	Value
Trexquant investment lp	44.72K	0.01%	44.72K	$512.00K
Gsa capital partners llp	42.82K	0.03%	42.82K	$490.00K
Corebridge financial	16.49K	0.00%	16.49K	$188.86K
Mirae asset global etfs	14.64K	0.00%	14.64K	$167.66K
Aqr capital management	12.80K	0.00%	12.80K	$146.51K

Sold Out

Holder	Change
Innealta capital	-2.00
Nelson, van denburg & campbell wealth management group	-7.00
Picton mahoney asset management	-11.00
Ica group wealth management	-279.00
Hantz financial services	-306.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2024	109	-5.22%	19,011,271	5.47%	57	1.94%	53	10.42%	31	-22.50%
Mar 31, 2024	115	5.50%	18,026,025	0.04%	54	1.18%	48	-	40	14.29%
Dec 31, 2023	109	-1.80%	18,018,564	2.22%	67	2.40%	48	-38.46%	35	94.44%
Sep 30, 2023	111	16.84%	17,628,020	36.97%	53	1.27%	78	52.94%	18	-21.74%
Jun 30, 2023	95	3.26%	12,870,321	8.44%	64	1.82%	51	18.60%	23	-20.69%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	937.01K	2.81%	-
iShares Russell 2000 ETF	845.69K	2.54%	-1.90K
Vanguard Institutional Extnd Mkt Idx Tr	528.42K	1.59%	11.56K
JHancock Regional Bank A	472.13K	1.42%	-6.25K
JH Financial Opportunities	406.03K	1.22%	-
Fidelity Small Cap Index	318.47K	0.96%	-9.55K
Avantis US Small Cap Value ETF	281.79K	0.85%	-
DFA US Targeted Value I	273.27K	0.82%	-
iShares Russell 2000 Value ETF	263.62K	0.79%	-
DFA US Small Cap Value I	226.42K	0.68%	21.80K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jun 04, 2024	LAMON JOHN	-	Buy	$6.58K
May 09, 2024	KELLY CLYDE V. III	-	Buy	$1.12K
May 09, 2024	KELLY CLYDE V. III	-	Buy	$54.85K
Mar 04, 2024	LAMON JOHN	-	Buy	$6.51K
Feb 20, 2024	Adams Michael Brian	-	Buy	$5.80K

Insider Transactions Trends

Date	Buy	Sell
2024 Q3	-	-
2024 Q2	3	-
2024 Q1	6	-
2023 Q4	4	-
2023 Q3	2	-

SHBI Ownership FAQ

Who Owns Shore Bancshares?

Shore Bancshares shareholders are primarily institutional investors at 57.28%, followed by 8.81% insiders and 33.91% retail investors. The average institutional ownership in Shore Bancshares's industry, Regional Banks Stocks, is 49.57%, which Shore Bancshares exceeds.

Who owns the most shares of Shore Bancshares?

Shore Bancshares’s largest shareholders are Fourthstone (3.28M shares, 9.87%), Blackrock (3.1M shares, 9.33%), and Vanguard group (1.66M shares, 5.00%). Together, they hold 24.20% of Shore Bancshares’s total shares outstanding.

Does Blackrock own Shore Bancshares?

Yes, BlackRock owns 9.33% of Shore Bancshares, totaling 3.1M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 35.46M$. In the last quarter, BlackRock increased its holdings by 151.98K shares, a 5.16% change.

Who is Shore Bancshares’s biggest shareholder by percentage of total assets invested?

Fourthstone is Shore Bancshares’s biggest shareholder by percentage of total assets invested, with 11.94% of its assets in 3.28M Shore Bancshares shares, valued at 37.5M$.

Who is the top mutual fund holder of Shore Bancshares shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Shore Bancshares shares, with 2.81% of its total shares outstanding invested in 937.01K Shore Bancshares shares.

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