Avidia Bancorp Ownership | Who Owns Avidia Bancorp?
Avidia Bancorp Ownership Summary
Avidia Bancorp is owned by 11.31% institutional investors, 8.95% insiders, and 79.74% retail investors. Vanguard group is the largest institutional shareholder, holding 5.36% of AVBC shares.
AVBC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Avidia Bancorp | 11.31% | 8.95% | 79.74% |
| Industry | Regional Banks Stocks | 31.54% | 12.64% | 55.83% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 993.64K | 5.36% | $16.70M |
| Blackrock funding, inc. /de | 278.86K | 1.50% | $4.69M |
| Geode capital management | 196.85K | 1.06% | $3.31M |
| Hennessy advisors | 95.00K | 0.51% | $1.60M |
| Morgan stanley | 88.14K | 0.48% | $1.48M |
| Franklin resources | 76.50K | 0.41% | $1.29M |
| Commonwealth equity services | 68.84K | 0.37% | $1.16M |
| Goldman sachs group | 65.17K | 0.35% | $1.10M |
| Ironwood investment management | 54.19K | 0.29% | $910.87K |
| Jpmorgan chase | 42.07K | 0.23% | $707.25K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Ironwood investment management | 54.19K | 0.38% | $910.87K |
| Stilwell value | 40.00K | 0.37% | $672.40K |
| Oppenheimer & close | 26.50K | 0.30% | $445.50K |
| Arbiter partners capital management | 32.80K | 0.27% | $551.37K |
| White pine capital | 32.19K | 0.15% | $541.10K |
| Great oak capital partners | 35.11K | 0.15% | $579.98K |
| Hennessy advisors | 95.00K | 0.06% | $1.60M |
| Polaris capital management | 40.00K | 0.06% | $672.40K |
| Lynch & associates/in | 15.21K | 0.05% | $255.61K |
| State of wyoming | 17.61K | 0.03% | $296.02K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Morgan stanley | 88.14K | 0.00% | 78.85K |
| Hennessy advisors | 95.00K | 0.06% | 55.00K |
| Jpmorgan chase | 42.07K | - | 42.06K |
| Bnp paribas arbitrage, snc | 38.68K | 0.00% | 38.68K |
| Great oak capital partners | 35.11K | 0.15% | 35.11K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Melfa wealth management | - | - | -45.00K |
| Goldman sachs group | 65.17K | 0.00% | -15.09K |
| Franklin resources | 76.50K | 0.00% | -1.50K |
| Ubs group | 25.58K | 0.00% | -149.00 |
| Ironwood investment management | 54.19K | 0.38% | -139.00 |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Bnp paribas arbitrage, snc | 38.68K | 0.00% | 38.68K | $650.21K |
| Great oak capital partners | 35.11K | 0.15% | 35.11K | $579.98K |
| Arbiter partners capital management | 32.80K | 0.27% | 32.80K | $551.37K |
| White pine capital | 32.19K | 0.15% | 32.19K | $541.10K |
| Citigroup | 22.48K | 0.00% | 22.48K | $377.94K |
Sold Out
| Holder | Change |
|---|---|
| Melfa wealth management | -45.00K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | - | - | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Feb 11, 2026 | Cozzone Robert D | President & CEO | Buy | $49.99K |
| Feb 11, 2026 | Jensen Barry H | EVP and Chief Admin Officer | Buy | $18.95K |
| Dec 17, 2025 | Jensen Barry H | EVP and Chief Admin Officer | Buy | $42.67K |
| Dec 01, 2025 | Murphy Michael Dennis | Chairman of the Board | Buy | $99.67K |
| Dec 01, 2025 | BALL JAMES N | - | Buy | $80.66K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | 2 | - |
| 2025 Q4 | 19 | - |
| 2025 Q3 | - | - |
AVBC Ownership FAQ
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