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USCB Financial Ownership | Who Owns USCB Financial?

OverviewRevenueFinancialsChartTranscripts

USCB Financial Ownership Summary

USCB Financial is owned by 60.43% institutional investors, 25.03% insiders, and 14.54% retail investors. Patriot financial partners gp, lp is the largest institutional shareholder, holding 22.86% of USCB shares. RMB Mendon Financial Services A is the top mutual fund, with 2.85% of its assets in USCB Financial shares.

USCB Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockUSCB Financial60.43%25.03%14.54%
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
Patriot financial partners gp, lp4.49M22.86%$79.62M
Endeavour capital advisors1.30M6.65%$23.16M
Alliancebernstein907.33K4.62%$16.11M
Blackrock funding, inc. /de821.57K4.19%$14.58M
Mendon capital advisors674.81K3.44%$11.98M
Blackrock645.66K3.29%$8.28M
Rmb capital management570.64K2.91%$10.13M
Basswood capital management514.46K2.62%$9.13M
Vanguard group445.71K2.27%$7.91M
Pacific ridge capital partners383.10K1.95%$6.80M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Patriot financial partners gp, lp4.49M26.00%$79.62M
Endeavour capital advisors1.30M7.37%$23.16M
Mendon capital advisors674.81K5.90%$11.98M
Pacific ridge capital partners383.10K1.56%$6.80M
Elizabeth park capital advisors88.60K1.28%$1.57M
Maltese capital management305.96K0.83%$5.43M
Basswood capital management514.46K0.53%$9.13M
Elco management43.52K0.41%$772.51K
Banc funds149.23K0.29%$2.65M
Salzhauer michael29.27K0.27%$519.52K

Top Buyers

HolderShares% AssetsChange
Kennedy capital management285.31K0.11%215.64K
Blackrock funding, inc. /de821.57K0.00%101.00K
Mendon capital advisors674.81K5.90%46.21K
Jpmorgan chase51.04K0.00%31.36K
Millennium management62.13K0.00%23.07K

Top Sellers

HolderShares% AssetsChange
Endeavour capital advisors1.30M7.37%-70.87K
Basswood capital management514.46K0.53%-35.89K
Elizabeth park capital advisors88.60K1.28%-30.26K
Maltese capital management305.96K0.83%-23.96K
Raymond james & associates---22.09K

New Positions

HolderShares% AssetsChangeValue
Citadel advisors22.92K0.00%22.92K$294.02K
Los angeles capital management18.72K0.00%18.72K$332.25K
Bnp paribas arbitrage, snc2.05K-2.05K$36.37K
Federated hermes88.00-88.00$1.56K

Sold Out

HolderChange
Nelson, van denburg & campbell wealth management group-1.00
Capital performance advisors llp-36.00
American group-5.19K
Deutsche bank ag\-8.49K
Jane street group-10.03K

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 202456-13.85%11,857,304-2.17%601.58%25-24.24%16-5.88%
Sep 30, 2024658.33%12,120,7702.65%611.71%333.13%17-
Jun 30, 20246015.38%11,807,6735.20%601.84%3268.42%17-19.05%
Mar 31, 202452-11,223,968-6.36%571.52%19-36.67%21110.00%
Dec 31, 20235210.64%11,985,9984.12%611.78%30100.00%10-33.33%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
RMB Mendon Financial Services A570.64K2.85%-
Pacific Ridge Capital Ptnrs Micro Cp Val386.61K1.97%-22.70K
iShares Russell 2000 ETF284.61K1.42%-2.48K
Vanguard Total Stock Mkt Idx Inv213.02K1.06%-
Kennedy Bank Sector169.52K0.85%47.99K
Vanguard Institutional Extnd Mkt Idx Tr154.10K0.77%-
Adara Smaller Companies145.37K0.72%-
Acuitas US Microcap Strategy101.65K0.52%-870.00
Fidelity Small Cap Index101.62K0.51%-1.90K
iShares Russell 2000 Value ETF75.86K0.38%-

Recent Insider Transactions

DateNameRoleActivityValue
Sep 16, 2024RODRIGUEZ RAMON A-Buy$87.66K
May 29, 2024RODRIGUEZ RAMON A-Buy$19.14K
May 24, 2024Anderson Robert B. Executive VP and CFOBuy$3.24K
May 23, 2024Anderson Robert B. Executive VP and CFOBuy$84.84K
May 16, 2024Anderson Robert B. Executive VP and CFOBuy$6.38K

Insider Transactions Trends

DateBuySell
2025 Q1--
2024 Q4--
2024 Q31-
2024 Q210-
2024 Q15-

USCB Ownership FAQ

Who Owns USCB Financial?

USCB Financial shareholders are primarily institutional investors at 60.43%, followed by 25.03% insiders and 14.54% retail investors. The average institutional ownership in USCB Financial's industry, Regional Banks Stocks, is 42.21%, which USCB Financial exceeds.

Who owns the most shares of USCB Financial?

USCB Financial’s largest shareholders are Patriot financial partners gp, lp (4.49M shares, 22.86%), Endeavour capital advisors (1.3M shares, 6.65%), and Alliancebernstein (907.33K shares, 4.62%). Together, they hold 34.14% of USCB Financial’s total shares outstanding.

Does Blackrock own USCB Financial?

Yes, BlackRock owns 3.29% of USCB Financial, totaling 645.66K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 8.28M$. In the last quarter, BlackRock increased its holdings by 14.67K shares, a 2.33% change.

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

Patriot financial partners gp, lp is USCB Financial’s biggest shareholder by percentage of total assets invested, with 26.00% of its assets in 4.49M USCB Financial shares, valued at 79.62M$.

Who is the top mutual fund holder of USCB Financial shares?

RMB Mendon Financial Services A is the top mutual fund holder of USCB Financial shares, with 2.85% of its total shares outstanding invested in 570.64K USCB Financial shares.

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