Siebert Financial Ownership | Who Owns Siebert Financial?


OverviewRevenueFinancialsChart

Siebert Financial Ownership Summary


Siebert Financial is owned by 2.65% institutional investors, 73.43% insiders, and 23.91% retail investors. Financial management professionals is the largest institutional shareholder, holding 0% of SIEB shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 0.52% of its assets in Siebert Financial shares.

SIEB Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockSiebert Financial2.65%73.43%23.91%
SectorFinancial Services Stocks 71.97%15.45%12.58%
IndustryCapital Markets Stocks37.92%18.86%43.22%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Financial management professionals---
Salomon & ludwin---

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Financial management professionals---
Salomon & ludwin---

Top Buyers

HolderShares% AssetsChange
Salomon & ludwin---33.00
Financial management professionals---327.00

Top Sellers

HolderShares% AssetsChange
Financial management professionals---327.00
Salomon & ludwin---33.00

Sold Out

HolderChange
Salomon & ludwin-33.00
Financial management professionals-327.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 202524-1,066,4433.87%240.18%9-35.71%6200.00%
Dec 31, 20242426.32%1,026,70512.18%249.15%1455.56%2-60.00%
Sep 30, 202419-915,19112.18%254.67%9-10.00%566.67%
Jun 30, 20241911.76%815,81628.67%280.46%10100.00%3-25.00%
Mar 31, 202443-2.27%727,888-94.05%10.19%1525.00%13-13.33%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv212.01K0.52%-
Vanguard Institutional Extnd Mkt Idx Tr206.93K0.51%40.36K
Vanguard US Total Market Shares ETF202.27K0.50%-
Fidelity Extended Market Index110.61K0.27%1.12K
Auer Growth70.00K0.17%-
Fidelity Total Market Index38.60K0.10%-
iShares Micro-Cap ETF26.82K0.07%-
Fidelity Series Total Market Index26.65K0.07%744.00
Spartan Extended Market Index Pool F23.49K0.06%954.00
Spartan Extended Market Index Pool E23.49K0.06%954.00

Recent Insider Transactions


DateNameRoleActivityValue
Apr 10, 2023Gebbia John M.-Sell$185.00K
Apr 10, 2023Gebbia John M.-Sell$185.00K
Apr 16, 2020Gebbia Richard-Sell$4.19M
Apr 16, 2020Gebbia David-Sell$4.19M
Apr 16, 2020Gebbia John M.-Sell$3.84M

Insider Transactions Trends


DateBuySell
2025 Q2--
2025 Q1--
2024 Q4--
2024 Q2--
2024 Q1--

SIEB Ownership FAQ


Who Owns Siebert Financial?

Siebert Financial shareholders are primarily institutional investors at 2.65%, followed by 73.43% insiders and 23.92% retail investors. The average institutional ownership in Siebert Financial's industry, Capital Markets Stocks, is 37.92%, which Siebert Financial falls below.

Does Blackrock own Siebert Financial?

BlackRock is not among the top 10 institutional shareholders of Siebert Financial.

Who is Siebert Financial’s biggest shareholder by percentage of total assets invested?

Financial management professionals is Siebert Financial’s biggest shareholder by percentage of total assets invested, with 0% of its assets in 0 Siebert Financial shares, valued at 0$.

Who is the top mutual fund holder of Siebert Financial shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Siebert Financial shares, with 0.52% of its total shares outstanding invested in 212.01K Siebert Financial shares.

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