Shore Bancshares Ownership | Who Owns Shore Bancshares?
Shore Bancshares Ownership Summary
Shore Bancshares is owned by 63.08% institutional investors, 8.80% insiders, and 28.12% retail investors. Blackrock is the largest institutional shareholder, holding 9.33% of SHBI shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.83% of its assets in Shore Bancshares shares.
SHBI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Shore Bancshares | 63.08% | 8.80% | 28.12% |
| 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 |
|---|---|---|---|
| Blackrock | 3.10M | 9.33% | $35.46M |
| Blackrock funding, inc. /de | 2.98M | 8.92% | $48.83M |
| Vanguard group | 1.78M | 5.34% | $29.23M |
| Dimensional fund advisors lp | 1.61M | 4.82% | $26.41M |
| Wellington management group llp | 1.07M | 3.19% | $17.49M |
| Manufacturers life insurance company, the | 922.70K | 2.76% | $15.14M |
| State street | 817.00K | 2.45% | $13.41M |
| American century companies | 785.54K | 2.35% | $12.89M |
| Geode capital management | 753.11K | 2.26% | $12.36M |
| Sandy spring bank | 573.50K | 1.72% | $9.09M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Fourthstone | 568.19K | 1.67% | $9.32M |
| Petiole usa | 147.49K | 1.67% | $2.42M |
| Mendon capital advisors | 155.29K | 0.97% | $2.54M |
| Siena capital partners gp | 195.29K | 0.92% | $3.20M |
| Corbyn investment management inc/md | 155.24K | 0.75% | $2.55M |
| Banc funds | 239.89K | 0.69% | $3.94M |
| Ategra capital management | 56.94K | 0.55% | $934.37K |
| Holdco asset management, lp | 278.11K | 0.48% | $4.56M |
| Custom index systems | 79.17K | 0.39% | $1.30M |
| Sandy spring bank | 573.50K | 0.37% | $9.09M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | 1.07M | 0.00% | 175.28K |
| State street | 817.00K | 0.00% | 172.97K |
| Blackrock | 3.10M | 0.00% | 151.98K |
| Hotchkis & wiley capital management | 386.89K | 0.02% | 149.00K |
| American century companies | 785.54K | 0.01% | 102.59K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Private capital management | - | - | -239.25K |
| Blackrock funding, inc. /de | 2.98M | 0.00% | -169.07K |
| Mendon capital advisors | 155.29K | 0.97% | -79.87K |
| Man group | 18.15K | 0.00% | -78.31K |
| Bank of montreal /can/ | - | - | -78.14K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Assenagon asset management | 58.20K | 0.00% | 58.20K | $954.98K |
| Srs capital advisors | 26.13K | 0.01% | 26.13K | $428.83K |
| Rafferty asset management | 23.86K | 0.00% | 23.86K | $391.54K |
| Susquehanna group, llp | 20.61K | - | 20.61K | $326.62K |
| Brandywine global investment management | 16.98K | 0.00% | 16.98K | $278.64K |
Sold Out
| Holder | Change |
|---|---|
| Innealta capital | -2.00 |
| Nelson, van denburg & campbell wealth management group | -7.00 |
| Point72 (difc) | -7.00 |
| Stephens consulting | -30.00 |
| Steward partners investment advisory | -62.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 149 | -0.67% | 21,051,689 | 3.82% | 63 | 1.71% | 85 | 8.97% | 41 | -10.87% |
| Jun 30, 2025 | 149 | -0.67% | 20,208,784 | 3.57% | 60 | 1.77% | 77 | -14.44% | 46 | 48.39% |
| Mar 31, 2025 | 149 | 18.25% | 19,497,413 | 0.75% | 58 | 1.73% | 89 | 48.33% | 31 | -13.89% |
| Dec 31, 2024 | 122 | 7.02% | 18,709,165 | -2.71% | 56 | 1.69% | 56 | 7.69% | 36 | 12.50% |
| Sep 30, 2024 | 114 | 3.64% | 19,231,009 | 1.15% | 57 | 1.76% | 52 | -1.89% | 32 | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 944.42K | 2.83% | -17.84K |
| Vanguard US Total Market Shares ETF | 937.01K | 2.81% | - |
| iShares Russell 2000 ETF | 766.23K | 2.29% | - |
| Avantis US Small Cap Value ETF | 591.31K | 1.77% | 2.35K |
| JHancock Regional Bank A | 434.59K | 1.30% | - |
| John Hancock Financial Opportunities Fund | 406.03K | 1.22% | - |
| JH Financial Opportunities | 406.03K | 1.22% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 319.61K | 0.96% | -137.02K |
| Fidelity Small Cap Index | 309.69K | 0.93% | -4.84K |
| DFA US Small Cap Value I | 301.88K | 0.90% | 14.20K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 18, 2025 | Kaslow Aaron Michael | EVP, Chief Legal Officer | Buy | $101.14K |
| Nov 07, 2025 | LAMON JOHN | - | Buy | $3.18K |
| Aug 13, 2025 | WAYSON KONRAD | - | Buy | $16.02K |
| Aug 01, 2025 | Adams Michael Brian | - | Buy | $150.00K |
| May 30, 2025 | LAMON JOHN | - | Buy | $3.64K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | 2 | - |
| 2025 Q3 | 2 | - |
| 2025 Q2 | 5 | - |
| 2025 Q1 | 2 | - |
| 2024 Q4 | 1 | - |
SHBI Ownership FAQ
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