Shore Bancshares Ownership | Who Owns Shore Bancshares?
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
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Shore Bancshares | 58.46% | 8.71% | 32.83% |
Sector | Financial Services Stocks | 71.97% | 15.45% | 12.58% |
Industry | Regional Banks Stocks | 38.01% | 12.17% | 49.81% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Blackrock funding, inc. /de | 3.14M | 9.42% | $49.44M |
Blackrock | 3.10M | 9.33% | $35.46M |
Fourthstone | 2.97M | 8.91% | $47.06M |
Vanguard group | 1.64M | 4.93% | $26.03M |
Dimensional fund advisors lp | 1.35M | 4.04% | $21.34M |
Manufacturers life insurance company, the | 949.28K | 2.85% | $15.05M |
Geode capital management | 703.36K | 2.11% | $11.15M |
American century companies | 682.95K | 2.05% | $10.74M |
Sandy spring bank | 573.50K | 1.72% | $9.09M |
Atlantic union bankshares | 548.50K | 1.64% | $8.62M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Fourthstone | 2.97M | 9.19% | $47.06M |
Mendon capital advisors | 235.16K | 1.79% | $3.70M |
Petiole usa | 147.49K | 1.64% | $2.32M |
Siena capital partners gp | 195.29K | 0.85% | $3.10M |
Corbyn investment management inc/md | 157.53K | 0.83% | $2.48M |
Banc funds | 303.81K | 0.72% | $4.78M |
Salzhauer michael | 72.06K | 0.66% | $1.13M |
Holdco asset management, lp | 268.11K | 0.66% | $4.21B |
Custom index systems | 49.44K | 0.37% | $777.21K |
Sandy spring bank | 573.50K | 0.37% | $9.09M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Atlantic union bankshares | 548.50K | 0.20% | 548.50K |
Holdco asset management, lp | 268.11K | 0.66% | 268.11K |
Hillsdale investment management | 166.90K | 0.13% | 166.90K |
Blackrock | 3.10M | 0.00% | 151.98K |
Arrowstreet capital, limited partnership | 438.78K | 0.00% | 109.90K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Fourthstone | 2.97M | 9.19% | -361.03K |
Private capital management | - | - | -239.25K |
Gendell jeffrey l | 136.84K | 0.06% | -146.57K |
Blackrock funding, inc. /de | 3.14M | 0.00% | -121.98K |
Banc funds | 303.81K | 0.72% | -100.00K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Atlantic union bankshares | 548.50K | 0.20% | 548.50K | $8.62M |
Holdco asset management, lp | 268.11K | 0.66% | 268.11K | $4.21B |
Hillsdale investment management | 166.90K | 0.13% | 166.90K | $2.65M |
Man group | 34.10K | 0.00% | 34.10K | $540.53K |
Susquehanna group, llp | 20.61K | - | 20.61K | $326.62K |
Sold Out
Holder | Change |
---|---|
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
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
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 | - |
Jun 30, 2024 | 109 | -5.22% | 19,011,271 | 5.47% | 57 | 1.94% | 53 | 10.42% | 31 | -22.50% |
Mar 31, 2024 | 115 | 5.50% | 18,026,025 | 0.04% | 54 | 1.18% | 48 | - | 40 | 14.29% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Vanguard Total Stock Mkt Idx Inv | 962.26K | 2.88% | 15.78K |
Vanguard US Total Market Shares ETF | 937.01K | 2.81% | - |
iShares Russell 2000 ETF | 749.77K | 2.25% | -14.28K |
Avantis US Small Cap Value ETF | 566.29K | 1.70% | 896.00 |
Vanguard Institutional Extnd Mkt Idx Tr | 456.63K | 1.37% | -31.61K |
JHancock Regional Bank A | 434.59K | 1.30% | -3.83K |
JH Financial Opportunities | 406.03K | 1.22% | - |
John Hancock Financial Opportunities Fund | 406.03K | 1.22% | - |
Fidelity Small Cap Index | 314.53K | 0.94% | 3.13K |
DFA US Small Cap Value I | 287.68K | 0.86% | 11.24K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
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 |
May 30, 2025 | Willey Dawn M. | - | Buy | $14.58K |
May 30, 2025 | Streete Esther A. | - | Buy | $437.49 |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2025 Q3 | 2 | - |
2025 Q2 | 5 | - |
2025 Q1 | 2 | - |
2024 Q4 | 1 | - |
2024 Q3 | - | - |
SHBI Ownership FAQ
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