ChoiceOne Financial Services Ownership | Who Owns ChoiceOne Financial Services?

ChoiceOne Financial Services Ownership Summary

ChoiceOne Financial Services is owned by 6.47% institutional investors, 6.00% insiders, and 87.53% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 6.09% of COFS shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.72% of its assets in ChoiceOne Financial Services shares.

COFS Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	ChoiceOne Financial Services	6.47%	6.00%	87.53%
Sector	Financial Services Stocks	71.97%	15.45%	12.58%
Industry	Regional Banks Stocks	38.06%	12.02%	49.92%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	526.69K	6.09%	$18.77M
Fourthstone	476.10K	5.51%	$16.97M
Blackrock	399.52K	5.29%	$11.45M
Vanguard group	438.58K	5.07%	$15.63M
Banc funds	303.38K	3.71%	$8.73M
Manufacturers life insurance company, the	224.30K	2.59%	$7.99M
Geode capital management	188.10K	2.18%	$6.71M
Jacobs asset management	156.16K	1.91%	$4.49M
Zacks investment management	126.14K	1.46%	$4.50M
State street	103.47K	1.20%	$3.69M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Fourthstone	476.10K	3.31%	$16.97M
Jacobs asset management	156.16K	2.81%	$4.49M
Mendon capital advisors	70.93K	1.24%	$2.53M
Banc funds	303.38K	1.15%	$8.73M
Shakespeare wealth management	38.72K	0.37%	$1.38M
Maltese capital management	52.01K	0.24%	$1.50M
Hbw advisory services	24.78K	0.09%	$883.12K
Rmb capital management	70.93K	0.06%	$2.53M
Ica group wealth management	2.94K	0.05%	$84.09K
Bridgeway capital management	56.89K	0.05%	$2.03M

Top Buyers

Holder	Shares	% Assets	Change
Banc funds	303.38K	1.15%	303.38K
Fourthstone	476.10K	3.31%	121.47K
Jacobs asset management	156.16K	2.81%	93.66K
American century companies	69.84K	0.00%	55.93K
Vanguard group	438.58K	0.00%	36.91K

Top Sellers

Holder	Shares	% Assets	Change
Segall bryant & hamill	-	-	-61.22K
Kennedy capital management	27.16K	0.02%	-36.64K
Alliancebernstein	-	-	-26.25K
Ica group wealth management	2.94K	0.05%	-12.68K
Raymond james financial services advisors	-	-	-9.80K

New Positions

Holder	Shares	% Assets	Change	Value
Banc funds	303.38K	1.15%	303.38K	$8.73M
Millennium management	29.46K	0.00%	29.46K	$847.53K
Jane street group	16.57K	0.00%	16.57K	$476.72K
Bnp paribas arbitrage, snc	9.86K	0.00%	9.86K	$351.55K
Cubist systematic strategies	6.77K	0.00%	6.77K	$194.66K

Sold Out

Holder	Change
Capital performance advisors llp	-13.00
Brown brothers harriman	-47.00
Federated hermes	-70.00
Allworth financial lp	-81.00
Continuum advisory	-157.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Mar 31, 2025	4	-94.87%	528,115	-83.93%	6	0.45%	3	-94.44%	-	-100.00%
Dec 31, 2024	75	7.14%	3,273,726	8.92%	37	3.13%	52	-	8	14.29%
Sep 30, 2024	70	29.63%	3,005,709	95.72%	35	8.49%	52	85.71%	7	-41.67%
Jun 30, 2024	53	3.92%	1,530,898	-0.46%	20	4.89%	27	35.00%	12	-14.29%
Mar 31, 2024	51	-1.92%	1,537,979	2.34%	20	5.16%	20	-16.67%	14	-6.67%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	257.52K	1.72%	9.28K
Vanguard US Total Market Shares ETF	248.25K	1.65%	-
iShares Russell 2000 ETF	228.21K	1.52%	111.00
Zacks Small Cap Equity Strategy	103.04K	1.15%	16.08K
Vanguard Institutional Extnd Mkt Idx Tr	127.52K	0.85%	-221.00
JHancock Regional Bank A	104.79K	0.70%	-
John Hancock Financial Opportunities Fund	98.22K	0.66%	-
JH Financial Opportunities	98.22K	0.66%	-
Fidelity Small Cap Index	84.21K	0.56%	-
iShares Russell 2000 Value ETF	79.23K	0.53%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Mar 14, 2025	Coulter Curt E	-	Buy	$297.80
Feb 18, 2025	McGinnis Bradley F.	-	Buy	$32.84K
Aug 09, 2024	Burke Michael J Jr	President	Buy	$13.38K
Aug 05, 2024	POTES KELLY	Chief Executive Officer	Buy	$26.55K
Aug 05, 2024	POTES KELLY	Chief Executive Officer	Buy	$26.90K

Insider Transactions Trends

Date	Buy	Sell
2025 Q2	-	-
2025 Q1	2	-
2024 Q4	-	-
2024 Q3	14	-
2024 Q2	-	-

COFS Ownership FAQ

Who Owns ChoiceOne Financial Services?

ChoiceOne Financial Services shareholders are primarily institutional investors at 6.47%, followed by 6.00% insiders and 87.53% retail investors. The average institutional ownership in ChoiceOne Financial Services's industry, Regional Banks Stocks, is 38.06%, which ChoiceOne Financial Services falls below.

Who owns the most shares of ChoiceOne Financial Services?

ChoiceOne Financial Services’s largest shareholders are Blackrock funding, inc. /de (526.69K shares, 6.09%), Fourthstone (476.1K shares, 5.51%), and Blackrock (399.52K shares, 5.29%). Together, they hold 16.89% of ChoiceOne Financial Services’s total shares outstanding.

Does Blackrock own ChoiceOne Financial Services?

Yes, BlackRock owns 5.29% of ChoiceOne Financial Services, totaling 399.52K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 11.45M$. In the last quarter, BlackRock increased its holdings by 10.12K shares, a 2.60% change.

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

Fourthstone is ChoiceOne Financial Services’s biggest shareholder by percentage of total assets invested, with 3.31% of its assets in 476.1K ChoiceOne Financial Services shares, valued at 16.97M$.

Who is the top mutual fund holder of ChoiceOne Financial Services shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of ChoiceOne Financial Services shares, with 1.72% of its total shares outstanding invested in 257.52K ChoiceOne Financial Services shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools