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Summit Financial Group Ownership | Who Owns Summit Financial Group?

OverviewRevenueFinancialsChart

Summit Financial Group Ownership Summary

Summit Financial Group is owned by 36.79% institutional investors, and 63.21% retail investors. Geode capital management is the largest institutional shareholder, holding 0% of SMMF shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.08% of its assets in Summit Financial Group shares.

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Geode capital management---
Cito capital group---
Yakira capital management---
Hhm wealth advisors---
Legal & general group---
Lincoln national---
Ntv asset management---
Renaissance---
Janus henderson group---
Quadrature capital---

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Geode capital management---
Cito capital group---
Yakira capital management---
Hhm wealth advisors---
Legal & general group---
Lincoln national---
Ntv asset management---
Renaissance---
Janus henderson group---
Quadrature capital---

Top Buyers

HolderShares% AssetsChange
Nelson, van denburg & campbell wealth management group---2.00
Nisa investment advisors---25.00
Covestor---40.00
Group one trading---100.00
Concourse financial group securities---101.00

Top Sellers

HolderShares% AssetsChange
Blackrock---838.80K
Dimensional fund advisors lp---695.21K
Vanguard group---577.16K
Geode capital management---255.29K
State street---237.52K

Sold Out

HolderChange
Nelson, van denburg & campbell wealth management group-2.00
Nisa investment advisors-25.00
Covestor-40.00
Group one trading-100.00
Concourse financial group securities-101.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 2024902.27%5,402,7071.55%362.62%34-33.33%2652.94%
Dec 31, 20238817.33%5,320,29026.14%374.53%5164.52%17-26.09%
Sep 30, 202375-4,217,6781.39%283.57%31-29.55%2335.29%
Jun 30, 2023757.14%4,159,8355.62%282.99%4422.22%17-15.00%
Mar 31, 202370-3,938,5071.08%303.31%3612.50%2011.11%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv305.10K2.08%-
Vanguard Institutional Extnd Mkt Idx Tr200.35K1.36%-68.00
DFA US Small Cap Value I195.93K1.33%427.00
Royce Capital Small-Cap Inv119.05K0.81%17.48K
Fidelity Small Cap Index111.05K0.76%-2.57K
DFA US Targeted Value I99.20K0.68%-
Fidelity Extended Market Index69.59K0.47%-631.00
Bridgeway Omni Small-Cap Value65.52K0.45%-
Bridgeway Omni Small-Cap Value N65.52K0.45%-
DFA US Micro Cap I65.40K0.45%-

Recent Insider Transactions

DateNameRoleActivityValue
Mar 19, 2024Geary James P II-Buy$22.92K
Sep 13, 2023HINKLE GARY L-Buy$259.18K
Sep 14, 2023HINKLE GARY L-Buy$81.04K
Sep 12, 2023HINKLE GARY L-Buy$3.00K
Aug 29, 2023Upson Jill S-Buy$45.90K

Insider Transactions Trends

DateBuySell
2024 Q2--
2024 Q11-
2023 Q4--
2023 Q34-
2023 Q23-

SMMF Ownership FAQ

Who owns the most shares of Summit Financial Group?

Summit Financial Group’s largest shareholders are Geode capital management (0 shares, 0%), Cito capital group (0 shares, 0%), and Yakira capital management (0 shares, 0%). Together, they hold 0% of Summit Financial Group’s total shares outstanding.

Does Blackrock own Summit Financial Group?

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

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

Geode capital management is Summit Financial Group’s biggest shareholder by percentage of total assets invested, with 0% of its assets in 0 Summit Financial Group shares, valued at 0$.

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

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Summit Financial Group shares, with 2.08% of its total shares outstanding invested in 305.1K Summit Financial Group shares.

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