Avidia Bancorp Ownership | Who Owns Avidia Bancorp?
Avidia Bancorp Ownership Summary
Avidia Bancorp is owned by 38.84% institutional investors, 11.48% insiders, and 49.68% retail investors. T. rowe price investment management is the largest institutional shareholder, holding 6.32% of AVBC shares. Vanguard Morn Total Stk Mkt Idx Investor is the top mutual fund, with 3.08% of its assets in Avidia Bancorp shares.
AVBC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Avidia Bancorp | 38.84% | 11.48% | 49.68% |
| Sector | Financial Services Stocks | 736.16% | 13.84% | -650.00% |
| Industry | Regional Banks Stocks | 54.17% | 12.55% | 33.28% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| T. rowe price investment management | 1.17M | 6.32% | $24.62M |
| Blackrock funding, inc. /de | 1.15M | 6.21% | $24.17M |
| Vanguard group | 993.64K | 5.36% | $16.70M |
| Vanguard capital management | 800.79K | 4.32% | $16.81M |
| Fj capital management | 497.26K | 2.68% | $10.44M |
| Geode capital management | 442.62K | 2.39% | $9.29M |
| State street | 251.30K | 1.35% | $5.27M |
| Two sigma investments, lp | 247.21K | 1.33% | $5.19M |
| Hennessy advisors | 157.00K | 0.85% | $3.30M |
| Morgan stanley | 149.09K | 0.80% | $3.13M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Fj capital management | 497.26K | 1.35% | $10.44M |
| White pine capital | 86.70K | 0.43% | $1.82M |
| Stilwell value | 35.00K | 0.42% | $734.65K |
| Ironwood investment management | 53.64K | 0.39% | $1.13M |
| Arbiter partners capital management | 32.80K | 0.36% | $688.47K |
| Oppenheimer & close | 26.50K | 0.35% | $556.28K |
| Great oak capital partners | 34.16K | 0.15% | $694.42K |
| Polaris capital management | 62.60K | 0.12% | $1.31M |
| Hennessy advisors | 157.00K | 0.11% | $3.30M |
| Lynch & associates/in | 15.21K | 0.06% | $319.17K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 1.15M | 0.00% | 875.16K |
| Geode capital management | 442.62K | 0.00% | 222.72K |
| State street | 251.30K | 0.00% | 188.38K |
| Northern trust | 143.82K | 0.00% | 103.63K |
| Renaissance | 116.81K | 0.00% | 73.51K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | - | - | -778.44K |
| Millennium management | 22.69K | 0.00% | -300.34K |
| M3f | - | - | -222.36K |
| Alliancebernstein | - | - | -134.88K |
| Susquehanna group, llp | - | - | -58.86K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Sixth street partners management company | 60.57K | 0.00% | 60.57K | $1.27M |
| Bank of new york mellon | 45.93K | 0.00% | 45.93K | $964.13K |
| Panagora asset management | 44.70K | 0.00% | 44.70K | $938.17K |
| Nuveen | 36.19K | 0.00% | 36.19K | $759.65K |
| Gsa capital partners llp | 35.20K | 0.05% | 35.20K | $739.00K |
Sold Out
| Holder | Change |
|---|---|
| Allworth financial lp | -1.74K |
| State of wyoming | -8.07K |
| Hudson bay capital management lp | -12.00K |
| Omers administration | -12.40K |
| Brevan howard capital management lp | -12.75K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 81 | 24.62% | 7,208,267 | 11.71% | 38 | 3.21% | 56 | 40.00% | 12 | 9.09% |
| Mar 31, 2026 | 64 | 23.08% | 6,426,144 | 10.28% | 34 | 3.51% | 39 | 25.81% | 11 | - |
| Dec 31, 2025 | 24 | -35.14% | 2,095,299 | -63.03% | 11 | 1.21% | 15 | -59.46% | 3 | - |
| Sep 30, 2025 | 37 | - | 5,667,696 | - | 30 | - | 37 | - | - | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Morn Total Stk Mkt Idx Investor | 571.05K | 3.08% | - |
| Vanguard Total Stock Mkt Idx Inv | 571.05K | 3.08% | - |
| T. Rowe Price Small-Cap Value | 521.13K | 2.81% | -2.22K |
| T. Rowe Price U.S. SC Value Eq Tr-D | 345.70K | 1.86% | -2.13K |
| iShares Russell 2000 ETF | 344.50K | 1.86% | -6.14K |
| Vanguard Institutional Extnd Mkt Idx Tr | 210.49K | 1.13% | - |
| iShares Russell 2000 Value ETF | 169.65K | 0.91% | - |
| Hennessy Small Cap Financial Investor | 157.00K | 0.85% | 2.00K |
| T. Rowe Price Small-Cap Value Equity | 133.54K | 0.72% | 311.00 |
| Northwestern Mutual Ser Small Cap Value | 124.82K | 0.67% | -8.72K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 11, 2026 | Saul Kennedy O | - | Buy | $1.71K |
| Aug 11, 2026 | Saul Kennedy O | - | Buy | $3.14K |
| Aug 11, 2026 | Saul Kennedy O | - | Buy | $92.62K |
| Aug 11, 2026 | Saul Kennedy O | - | Buy | $18.90K |
| Aug 11, 2026 | Saul Kennedy O | - | Buy | $11.09K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | 7 | - |
| 2026 Q2 | 18 | - |
| 2026 Q1 | 12 | - |
| 2025 Q4 | 19 | - |
| 2025 Q3 | - | - |
AVBC Ownership FAQ
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