SB Financial Group Ownership | Who Owns SB Financial Group?
SB Financial Group Ownership Summary
SB Financial Group is owned by 12.70% institutional investors, 10.61% insiders, and 76.69% retail investors. Manufacturers life insurance company, the is the largest institutional shareholder, holding 7.37% 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 | 12.70% | 10.61% | 76.69% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Regional Banks Stocks | 38.26% | 12.54% | 49.20% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Manufacturers life insurance company, the | 474.95K | 7.37% | $9.16M |
| Alliancebernstein | 468.31K | 7.03% | $9.79M |
| Cutler capital management | 391.68K | 6.07% | $7.56M |
| Vanguard group | 373.20K | 5.79% | $7.20M |
| Blackrock funding, inc. /de | 357.47K | 5.54% | $6.90M |
| Strategic value bank partners | 278.82K | 4.32% | $5.38M |
| Dimensional fund advisors lp | 187.16K | 2.90% | $3.61M |
| Petiole usa | 176.09K | 2.73% | $3.40M |
| Pinnacle | 156.91K | 2.43% | $3.03M |
| Geode capital management | 144.65K | 2.24% | $2.79M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Strategic value bank partners | 278.82K | 3.83% | $5.38M |
| Cutler capital management | 391.68K | 2.41% | $7.56M |
| Petiole usa | 176.09K | 2.35% | $3.40M |
| Pinnacle | 156.91K | 1.06% | $3.03M |
| Princeton capital management | 11.41K | 0.06% | $220.06K |
| Bridgeway capital management | 81.51K | 0.03% | $1.57M |
| Gsa capital partners llp | 15.09K | 0.02% | $291.00K |
| Gendell jeffrey l | 46.29K | 0.02% | $892.86K |
| Venture visionary partners | 23.86K | 0.02% | $460.21K |
| Sjs investment consulting | 3.79K | 0.01% | $73.17K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 357.47K | 0.00% | 64.27K |
| Susquehanna group, llp | 41.14K | 0.00% | 28.08K |
| Goldman sachs group | 41.20K | 0.00% | 27.74K |
| Marshall wace, llp | 44.74K | 0.00% | 24.65K |
| Valmark advisers | 22.75K | 0.01% | 22.75K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fj capital management | - | - | -265.79K |
| Alliancebernstein | 468.31K | 0.00% | -119.61K |
| Strategic value bank partners | 278.82K | 3.83% | -73.99K |
| Pl capital advisors | - | - | -28.16K |
| Jane street group | - | - | -22.16K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Valmark advisers | 22.75K | 0.01% | 22.75K | $438.87K |
| Hsbc | 19.85K | 0.00% | 19.85K | $387.87K |
| Squarepoint ops | 11.06K | 0.00% | 11.06K | $213.35K |
| Deutsche bank ag\ | 2.21K | - | 2.21K | $42.65K |
| Police & firemen's retirement system of new jersey | 1.53K | 0.00% | 1.53K | $29.55K |
Sold Out
| Holder | Change |
|---|---|
| Qube research | -319.00 |
| Raymond james financial | -359.00 |
| Innealta capital | -395.00 |
| Pnc financial services group | -1.90K |
| Huntington national bank | -7.98K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 28 | -54.10% | 818,994 | -76.87% | 12 | 0.42% | 13 | -68.29% | 6 | -33.33% |
| 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% |
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% | - |
| iShares Russell 2000 ETF | 91.68K | 1.44% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 68.07K | 1.07% | -31.02K |
| DFA US Small Cap Value I | 67.51K | 1.06% | - |
| Fidelity Small Cap Index | 60.22K | 0.95% | 60.22K |
| iShares Russell 2000 Value ETF | 51.52K | 0.81% | - |
| EA Bridgeway Omni Small-Cap Value ETF | 46.02K | 0.72% | - |
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
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