SB Financial Group Ownership | Who Owns SB Financial Group?
SB Financial Group Ownership Summary
SB Financial Group is owned by 54.92% institutional investors, 10.56% insiders, and 34.52% retail investors. Manufacturers life insurance company, the is the largest institutional shareholder, holding 7.23% of SBFG shares. JH Financial Opportunities is the top mutual fund, with 4.05% of its assets in SB Financial Group shares.
SBFG Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | SB Financial Group | 54.92% | 10.56% | 34.52% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Regional Banks Stocks | 53.95% | 12.38% | 33.68% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Manufacturers life insurance company, the | 481.80K | 7.23% | $10.07M |
| Alliancebernstein | 468.31K | 7.03% | $9.79M |
| Cutler capital management | 391.98K | 6.08% | $7.49M |
| Strategic value bank partners | 352.81K | 5.47% | $6.74M |
| Vanguard group | 341.99K | 5.13% | $7.15M |
| Blackrock funding, inc. /de | 293.20K | 4.55% | $5.60M |
| Fj capital management | 265.79K | 4.12% | $5.08M |
| Petiole usa | 176.09K | 2.73% | $3.36M |
| Dimensional fund advisors lp | 164.83K | 2.48% | $3.45M |
| Pinnacle | 156.91K | 2.43% | $3.00M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Strategic value bank partners | 352.81K | 3.85% | $6.74M |
| Cutler capital management | 391.98K | 2.60% | $7.49M |
| Petiole usa | 176.09K | 2.38% | $3.36M |
| Pinnacle | 156.91K | 1.08% | $3.00M |
| Fj capital management | 265.79K | 0.54% | $5.08M |
| Bridgeway capital management | 75.13K | 0.04% | $1.57M |
| Gendell jeffrey l | 46.29K | 0.02% | $884.06K |
| Venture visionary partners | 23.80K | 0.02% | $454.68K |
| Ritholtz wealth management | 19.52K | 0.01% | $408.08K |
| Sjs investment consulting | 3.79K | 0.01% | $72.45K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vanguard group | 341.99K | 0.00% | 240.07K |
| Blackrock funding, inc. /de | 293.20K | 0.00% | 237.35K |
| Susquehanna group, llp | 41.14K | 0.00% | 28.08K |
| Arrowstreet capital, limited partnership | 27.46K | 0.00% | 27.46K |
| O'shaughnessy asset management | 34.11K | 0.01% | 22.32K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Alliancebernstein | 468.31K | 0.00% | -119.61K |
| Fj capital management | 265.79K | 0.54% | -105.78K |
| Pl capital advisors | - | - | -28.16K |
| Jane street group | - | - | -22.16K |
| Renaissance | - | - | -13.53K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Arrowstreet capital, limited partnership | 27.46K | 0.00% | 27.46K | $524.47K |
| Marshall wace, llp | 20.09K | 0.00% | 20.09K | $383.78K |
| Ritholtz wealth management | 19.52K | 0.01% | 19.52K | $408.08K |
| Lsv asset management | 6.30K | 0.00% | 6.30K | $120.00K |
| Raymond james financial | 359.00 | - | 359.00 | $6.86K |
Sold Out
| Holder | Change |
|---|---|
| Tower research capital llc (trc) | -94.00 |
| Qube research | -319.00 |
| Innealta capital | -395.00 |
| Huntington national bank | -7.98K |
| Princeton capital management | -10.41K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 60 | 36.36% | 3,541,327 | 3.76% | 54 | 1.98% | 41 | 192.86% | 8 | -27.27% |
| Mar 31, 2025 | 44 | 2.33% | 3,410,272 | -2.41% | 52 | 1.86% | 14 | -30.00% | 12 | 9.09% |
| Dec 31, 2024 | 40 | -2.44% | 3,474,090 | 3.03% | 52 | 2.04% | 18 | 20.00% | 11 | 37.50% |
| Sep 30, 2024 | 40 | 2.56% | 3,371,934 | 0.34% | 50 | 2.02% | 16 | 33.33% | 8 | 14.29% |
| Jun 30, 2024 | 39 | 11.43% | 3,360,512 | 0.97% | 50 | 2.06% | 12 | 33.33% | 7 | 16.67% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| JH Financial Opportunities | 257.16K | 4.05% | - |
| John Hancock Financial Opportunities Fund | 257.16K | 3.94% | - |
| Vanguard Total Stock Mkt Idx Inv | 225.93K | 3.56% | -4.97K |
| JHancock Regional Bank A | 189.49K | 2.98% | -1.67K |
| iShares Russell 2000 ETF | 89.74K | 1.41% | -1.68K |
| Vanguard Institutional Extnd Mkt Idx Tr | 68.07K | 1.07% | -31.02K |
| DFA US Small Cap Value I | 67.51K | 1.06% | 762.00 |
| iShares Russell 2000 Value ETF | 51.22K | 0.81% | 38.00 |
| EA Bridgeway Omni Small-Cap Value ETF | 44.02K | 0.69% | - |
| Fidelity Extended Market Index | 35.95K | 0.56% | -94.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 23, 2025 | CLAXTON TIMOTHY L. | - | Buy | $35.28K |
| Jun 20, 2025 | KLEIN MARK A | CHAIRMAN, PRESIDENT, CEO | Buy | $1.75K |
| Feb 13, 2025 | Homoelle David A. | EVP OF SUBSIDIARY | Buy | $21.95K |
| Mar 06, 2025 | Homoelle David A. | EVP OF SUBSIDIARY | Buy | $6.81K |
| Feb 26, 2025 | CARTER GEORGE W | - | Buy | $2.82K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | 2 | - |
| 2025 Q1 | 2 | 1 |
| 2024 Q4 | - | 1 |
| 2024 Q3 | - | 3 |
| 2024 Q2 | - | 1 |
SBFG Ownership FAQ
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