Who Owns SB Financial Group, Inc. (SBFG)?Hedge Fund & Institutional Holders

$20.26+0.38 (+1.91%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.0000000610500038e+149T

% of Float Held

QoQ Change in Holders

+10 / -3

Price History

$17.19$18.93$20.66$22.40$24.14Sep 24Jun 25Mar 26

SBFG — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
STRATEGIC VALUE BANK PARTNERS LLCNew Position+274K+$6.1B
Valmark Advisers, Inc.New Position+23K+$506.0M
Pinnacle Holdings, LLCIncreased+1+$467.2M
RITHOLTZ WEALTH MANAGEMENTNew Position+9K+$208.0M
HSBC HOLDINGS PLCIncreased+6K+$180.1M
STRS OHIONew Position+7K+$155.0M
PRINCETON CAPITAL MANAGEMENT LLCIncreased+3K+$99.9M
SJS Investment Consulting Inc.New Position+4K+$84.0M
State of WyomingNew Position+102+$2.0M
BlackRock, Inc.Increased+30K+$107K
CWM, LLCNew Position+940+$21K
Covestor LtdNew Position+38+$1K
MAI Capital ManagementNew Position+2+$0
GEODE CAPITAL MANAGEMENT, LLCIncreased+383+$0
Bank of New York Mellon CorpNew Position+16K+$0

SBFG — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
NORTHERN TRUST CORPDecreased-6K-$1.0B
MARSHALL WACE, LLPClosed Position-45K-$863.1M
RENAISSANCE TECHNOLOGIES LLCDecreased-8K-$685.3M
O'SHAUGHNESSY ASSET MANAGEMENT, LLCDecreased-14K-$667.7M
CITADEL ADVISORS LLCDecreased-15K-$571.7M
CHARLES SCHWAB INVESTMENT MANAGEMENT INCDecreased-2K-$350.2M
MILLENNIUM MANAGEMENT LLCClosed Position-11K-$214.2M
Squarepoint Ops LLCClosed Position-11K-$213.3M
RHUMBLINE ADVISERSDecreased-2K-$160.0M
JPMORGAN CHASE & CODecreased-2K-$99.0M
Farther Finance Advisors, LLCDecreased-3K-$54.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.Decreased-62-$53.8M
UBS Group AGDecreased-2K-$29.8M
Russell Investments Group, Ltd.Decreased-109-$13.0M
Tower Research Capital LLC (TRC)Decreased-160-$12.6M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MANUFACTURERS LIFE INSURANCE COMPANY, THE473,718$10.0B8.22%Share
2STRATEGIC VALUE BANK PARTNERS LLC274,163$6.1B4.18%Share
3Petiole USA ltd168,818$3.8B2.44%Share
4Pinnacle Holdings, LLC156,910$3.5B1.18%Share
5DIMENSIONAL FUND ADVISORS LP178,430$3.0B0.63%Share
6BRIDGEWAY CAPITAL MANAGEMENT, LLC81,511$1.0B0.02%Share
7HSBC HOLDINGS PLC25,936$568.0M0.32%Share
8Valmark Advisers, Inc.22,751$506.0M6.24%Share
9PRINCETON CAPITAL MANAGEMENT LLC14,408$320.0M0.08%Share
10RITHOLTZ WEALTH MANAGEMENT9,375$208.0M3.80%Share
11STRS OHIO7,000$155.0M0.58%Share
12SJS Investment Consulting Inc.3,794$84.0M0.01%Share
13CREATIVE FINANCIAL DESIGNS INC /ADV705$15.0M0.00%Share
14UBS Group AG590$13.0M0.00%Share
15Cutler Capital Management, LLC390,982$8.7M2.54%Share
16VANGUARD GROUP INC330,339$7.0M0.10%Share
17BlackRock, Inc.184,619$4.0M0.07%Share
18Farther Finance Advisors, LLC139$3.0M0.03%Share
19State of Wyoming102$2.0M0.00%Share
20BlackRock, Inc.99,723$2.0M0.03%Share
21GENDELL JEFFREY L46,286$1.0M0.02%Share
22Empowered Funds, LLC46,021$1.0M0.01%Share
23BlackRock, Inc.72,633$1.0M0.02%Share
24STATE STREET CORP66,689$1.0M0.00%Share
25NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO20,971$604K0.00%Share
26LSV ASSET MANAGEMENT6,300$140K0.00%Share
27CWM, LLC940$21K0.00%Share
28GEODE CAPITAL MANAGEMENT, LLC125,591$2K0.00%Share
29Covestor Ltd38$1K0.00%Share
30WELLS FARGO & COMPANY/MN2,721$00.00%Share
31WELLS FARGO & COMPANY/MN1$00.00%Share
32Russell Investments Group, Ltd.492$00.00%Share
33Russell Investments Group, Ltd.75$00.00%Share
34Police & Firemen's Retirement System of New Jersey1,532$00.00%Share
35BARCLAYS PLC34,053$00.00%Share
36Legal & General Group Plc536$00.00%Share
37IFP Advisors, Inc5$00.00%Share
38ROYAL BANK OF CANADA46$00.00%Share
39RHUMBLINE ADVISERS6,441$00.00%Share
40ARROWSTREET CAPITAL, LIMITED PARTNERSHIP31,001$00.00%Share
41Sterling Capital Management LLC330$00.00%Share
42CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM351$00.00%Share
43AQR CAPITAL MANAGEMENT LLC121$00.00%Share
44AQR CAPITAL MANAGEMENT LLC55$00.00%Share
45AQR CAPITAL MANAGEMENT LLC785$00.00%Share
46AQR CAPITAL MANAGEMENT LLC12,340$00.00%Share
47DEUTSCHE BANK AG\4,141$00.00%Share
48PNC FINANCIAL SERVICES GROUP, INC.79$00.00%Share
49O'SHAUGHNESSY ASSET MANAGEMENT, LLC20,839$00.00%Share
50UBS Group AG14$00.00%Share

SBFG Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202571$29.3B+13
Q3 202558$31.8B+8
Q2 202550$22.3B+6
Q1 202544$47.5B+0
Q4 202444$873.8B+10
Q3 202434$806.7B+1
Q2 202433$523.7B+3
Q1 202430$480.5B

Similar Stocks by Institutional Ownership

As of Q4 2025, 50 institutional investors hold SBFG (SB Financial Group, Inc.). The largest holder is MANUFACTURERS LIFE INSURANCE COMPANY, THE with $10.0B in shares. This quarter, 10 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own SBFG?

As of Q4 2025, 50 institutional investors report holding SBFG (SB Financial Group, Inc.) in their 13F filings.

Who is the largest institutional holder of SBFG?

The largest institutional holder of SBFG is MANUFACTURERS LIFE INSURANCE COMPANY, THE with $10.0B in shares.

Is institutional ownership of SBFG increasing or decreasing?

This quarter, 10 institutions opened new positions in SBFG and 3 closed their positions.