Shore Bancshares Ownership | Who Owns Shore Bancshares?


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Shore Bancshares Ownership Summary


Shore Bancshares is owned by 58.46% institutional investors, 8.71% insiders, and 32.83% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 9.42% of SHBI shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.88% of its assets in Shore Bancshares shares.

SHBI Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockShore Bancshares58.46%8.71%32.83%
SectorFinancial Services Stocks 71.97%15.45%12.58%
IndustryRegional Banks Stocks38.01%12.17%49.81%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de3.14M9.42%$49.44M
Blackrock3.10M9.33%$35.46M
Fourthstone2.97M8.91%$47.06M
Vanguard group1.64M4.93%$26.03M
Dimensional fund advisors lp1.35M4.04%$21.34M
Manufacturers life insurance company, the949.28K2.85%$15.05M
Geode capital management703.36K2.11%$11.15M
American century companies682.95K2.05%$10.74M
Sandy spring bank573.50K1.72%$9.09M
Atlantic union bankshares548.50K1.64%$8.62M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Fourthstone2.97M9.19%$47.06M
Mendon capital advisors235.16K1.79%$3.70M
Petiole usa147.49K1.64%$2.32M
Siena capital partners gp195.29K0.85%$3.10M
Corbyn investment management inc/md157.53K0.83%$2.48M
Banc funds303.81K0.72%$4.78M
Salzhauer michael72.06K0.66%$1.13M
Holdco asset management, lp268.11K0.66%$4.21B
Custom index systems49.44K0.37%$777.21K
Sandy spring bank573.50K0.37%$9.09M

Top Buyers

HolderShares% AssetsChange
Atlantic union bankshares548.50K0.20%548.50K
Holdco asset management, lp268.11K0.66%268.11K
Hillsdale investment management166.90K0.13%166.90K
Blackrock3.10M0.00%151.98K
Arrowstreet capital, limited partnership438.78K0.00%109.90K

Top Sellers

HolderShares% AssetsChange
Fourthstone2.97M9.19%-361.03K
Private capital management---239.25K
Gendell jeffrey l136.84K0.06%-146.57K
Blackrock funding, inc. /de3.14M0.00%-121.98K
Banc funds303.81K0.72%-100.00K

New Positions

HolderShares% AssetsChangeValue
Atlantic union bankshares548.50K0.20%548.50K$8.62M
Holdco asset management, lp268.11K0.66%268.11K$4.21B
Hillsdale investment management166.90K0.13%166.90K$2.65M
Man group34.10K0.00%34.10K$540.53K
Susquehanna group, llp20.61K-20.61K$326.62K

Sold Out

HolderChange
Innealta capital-2.00
Nelson, van denburg & campbell wealth management group-7.00
Parallel advisors-18.00
Stephens consulting-30.00
Coldstream capital management-77.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 202514918.25%19,497,4130.75%581.73%8948.33%31-13.89%
Dec 31, 20241227.02%18,709,165-2.71%561.69%567.69%3612.50%
Sep 30, 20241143.64%19,231,0091.15%571.76%52-1.89%32-
Jun 30, 2024109-5.22%19,011,2715.47%571.94%5310.42%31-22.50%
Mar 31, 20241155.50%18,026,0250.04%541.18%48-4014.29%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv962.26K2.88%15.78K
Vanguard US Total Market Shares ETF937.01K2.81%-
iShares Russell 2000 ETF749.77K2.25%-14.28K
Avantis US Small Cap Value ETF566.29K1.70%896.00
Vanguard Institutional Extnd Mkt Idx Tr456.63K1.37%-31.61K
JHancock Regional Bank A434.59K1.30%-3.83K
JH Financial Opportunities406.03K1.22%-
John Hancock Financial Opportunities Fund406.03K1.22%-
Fidelity Small Cap Index314.53K0.94%3.13K
DFA US Small Cap Value I287.68K0.86%11.24K

Recent Insider Transactions


DateNameRoleActivityValue
Aug 13, 2025WAYSON KONRAD-Buy$16.02K
Aug 01, 2025Adams Michael Brian-Buy$150.00K
May 30, 2025LAMON JOHN-Buy$3.64K
May 30, 2025Willey Dawn M.-Buy$14.58K
May 30, 2025Streete Esther A.-Buy$437.49

Insider Transactions Trends


DateBuySell
2025 Q32-
2025 Q25-
2025 Q12-
2024 Q41-
2024 Q3--

SHBI Ownership FAQ


Who Owns Shore Bancshares?

Shore Bancshares shareholders are primarily institutional investors at 58.46%, followed by 8.71% insiders and 32.83% retail investors. The average institutional ownership in Shore Bancshares's industry, Regional Banks Stocks, is 38.01%, which Shore Bancshares exceeds.

Who owns the most shares of Shore Bancshares?

Shore Bancshares’s largest shareholders are Blackrock funding, inc. /de (3.14M shares, 9.42%), Blackrock (3.1M shares, 9.33%), and Fourthstone (2.97M shares, 8.91%). Together, they hold 27.67% of Shore Bancshares’s total shares outstanding.

Does Blackrock own Shore Bancshares?

Yes, BlackRock owns 9.33% of Shore Bancshares, totaling 3.1M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 35.46M$. In the last quarter, BlackRock increased its holdings by 151.98K shares, a 5.16% change.

Who is Shore Bancshares’s biggest shareholder by percentage of total assets invested?

Fourthstone is Shore Bancshares’s biggest shareholder by percentage of total assets invested, with 9.19% of its assets in 2.97M Shore Bancshares shares, valued at 47.06M$.

Who is the top mutual fund holder of Shore Bancshares shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Shore Bancshares shares, with 2.88% of its total shares outstanding invested in 962.26K Shore Bancshares shares.

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