Shore Bancshares Ownership | Who Owns Shore Bancshares?
Shore Bancshares Ownership Summary
Shore Bancshares is owned by 56.15% institutional investors, 8.90% insiders, and 34.95% retail investors. Blackrock is the largest institutional shareholder, holding 9.33% 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 | 56.15% | 8.90% | 34.95% |
| Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
| Industry | Regional Banks Stocks | 42.21% | 12.07% | 45.72% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 3.10M | 9.33% | $35.46M |
| Blackrock funding, inc. /de | 3.07M | 9.22% | $48.69M |
| Fourthstone | 2.97M | 8.91% | $47.06M |
| Vanguard group | 1.64M | 4.93% | $26.03M |
| Dimensional fund advisors lp | 1.35M | 4.04% | $21.34M |
| Manufacturers life insurance company, the | 949.28K | 2.85% | $15.05M |
| Geode capital management | 703.36K | 2.11% | $11.15M |
| Sandy spring bank | 573.50K | 1.72% | $9.09M |
| Alliancebernstein | 500.04K | 1.50% | $7.93M |
| State street | 495.17K | 1.49% | $5.67M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Holdco asset management, lp | 136.11K | 9.54% | $1.56M |
| Fourthstone | 2.97M | 9.19% | $47.06M |
| Mendon capital advisors | 231.84K | 1.80% | $3.66M |
| Petiole usa | 147.49K | 1.47% | $2.34M |
| Corbyn investment management inc/md | 157.59K | 0.90% | $2.50M |
| Siena capital partners gp | 195.29K | 0.85% | $3.10M |
| Banc funds | 398.81K | 0.70% | $6.32M |
| Salzhauer michael | 72.06K | 0.58% | $1.14M |
| Private capital management | 239.25K | 0.40% | $3.79M |
| Sandy spring bank | 573.50K | 0.37% | $9.09M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Hillsdale investment management | 166.90K | 0.13% | 166.90K |
| Blackrock | 3.10M | 0.00% | 151.98K |
| American century companies | 469.18K | 0.00% | 147.15K |
| Arrowstreet capital, limited partnership | 93.33K | 0.00% | 93.33K |
| Blackrock funding, inc. /de | 3.07M | 0.00% | 84.35K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fourthstone | 2.97M | 9.19% | -361.03K |
| Bridgeway capital management | 104.99K | 0.04% | -97.49K |
| Bank of montreal /can/ | - | - | -78.14K |
| Empowered funds | 34.48K | 0.01% | -65.16K |
| Banc funds | 398.81K | 0.70% | -63.15K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Hillsdale investment management | 166.90K | 0.13% | 166.90K | $2.65M |
| Arrowstreet capital, limited partnership | 93.33K | 0.00% | 93.33K | $1.48M |
| Man group | 34.10K | 0.00% | 34.10K | $540.53K |
| Proficio capital partners | 24.73K | 0.00% | 24.73K | $24.73K |
| Susquehanna group, llp | 20.61K | - | 20.61K | $326.62K |
Sold Out
| Holder | Change |
|---|---|
| Innealta capital | -2.00 |
| Nelson, van denburg & campbell wealth management group | -7.00 |
| Picton mahoney asset management | -11.00 |
| Parallel advisors | -18.00 |
| Capital performance advisors llp | -124.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 122 | 7.02% | 18,709,165 | -2.71% | 56 | 1.69% | 56 | 7.69% | 36 | 12.50% |
| Sep 30, 2024 | 114 | 3.64% | 19,231,009 | 1.15% | 57 | 1.76% | 52 | -1.89% | 32 | - |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 937.01K | 2.81% | - |
| Vanguard US Total Market Shares ETF | 937.01K | 2.81% | - |
| iShares Russell 2000 ETF | 905.94K | 2.72% | -7.87K |
| Avantis US Small Cap Value ETF | 472.23K | 1.42% | 930.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 467.37K | 1.40% | 971.00 |
| JHancock Regional Bank A | 452.93K | 1.36% | - |
| JH Financial Opportunities | 406.03K | 1.22% | - |
| Fidelity Small Cap Index | 308.49K | 0.93% | -5.78K |
| DFA US Targeted Value I | 265.38K | 0.80% | -7.89K |
| DFA US Small Cap Value I | 257.39K | 0.77% | 11.14K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Feb 20, 2025 | STEVENS DONNA J. | EVP, Chief Operating Officer | Buy | $4.99K |
| Feb 04, 2025 | Adams Michael Brian | - | Buy | $15.36K |
| Nov 25, 2024 | WAYSON KONRAD | - | Buy | $50.82K |
| Jun 04, 2024 | LAMON JOHN | - | Buy | $6.58K |
| May 09, 2024 | KELLY CLYDE V. III | - | Buy | $1.12K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | 1 | - |
| 2024 Q4 | 1 | - |
| 2024 Q3 | - | - |
| 2024 Q2 | 3 | - |
| 2024 Q1 | 6 | - |
SHBI Ownership FAQ
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