Siebert Financial Ownership | Who Owns Siebert Financial?

Siebert Financial Ownership Summary

Siebert Financial is owned by 7.95% institutional investors, 66.58% insiders, and 25.48% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 1.91% of SIEB shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 0.80% of its assets in Siebert Financial shares.

SIEB Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Siebert Financial	7.95%	66.58%	25.48%
Sector	Financial Services Stocks	51.64%	15.54%	32.82%
Industry	Capital Markets Stocks	46.04%	16.84%	37.12%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	772.75K	1.91%	$3.42M
Cetera investment advisers	152.07K	0.38%	$672.14K
Navellier & associates	74.27K	0.18%	$328.28K
Colony group	36.80K	0.09%	$162.66K
Occudo quantitative strategies lp	22.00K	0.05%	$97.22K
Kapitalo investimentos ltda	11.28K	0.03%	$49.84K
Los angeles capital management	10.76K	0.03%	$31.42K
Byrne asset management	3.37K	0.01%	$9.84K
Raymond james financial	3.06K	0.01%	$13.51K
Sterling capital management	346.00	0.00%	$1.53K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Navellier & associates	74.27K	0.04%	$328.28K
Occudo quantitative strategies lp	22.00K	0.01%	$97.22K
Kapitalo investimentos ltda	11.28K	0.01%	$49.84K
Byrne asset management	3.37K	0.01%	$9.84K
Cetera investment advisers	152.07K	0.00%	$672.14K
Colony group	36.80K	0.00%	$162.66K
Blackrock funding, inc. /de	772.75K	0.00%	$3.42M
Los angeles capital management	10.76K	0.00%	$31.42K
Financial management professionals	-	-	-
Salomon & ludwin	-	-	-

Top Buyers

Holder	Shares	% Assets	Change
Blackrock funding, inc. /de	772.75K	0.00%	729.21K
Navellier & associates	74.27K	0.04%	74.27K
Occudo quantitative strategies lp	22.00K	0.01%	22.00K
Kapitalo investimentos ltda	11.28K	0.01%	11.28K
Byrne asset management	3.37K	0.01%	3.37K

Top Sellers

Holder	Shares	% Assets	Change
Jane street group	-	-	-16.44K
Cetera investment advisers	152.07K	0.00%	-9.13K
Group one trading	-	-	-9.05K
Simplex trading	-	-	-3.90K
Financial management professionals	-	-	-327.00

New Positions

Holder	Shares	% Assets	Change	Value
Navellier & associates	74.27K	0.04%	74.27K	$328.28K
Occudo quantitative strategies lp	22.00K	0.01%	22.00K	$97.22K
Kapitalo investimentos ltda	11.28K	0.01%	11.28K	$49.84K
Byrne asset management	3.37K	0.01%	3.37K	$9.84K
Raymond james financial	3.06K	-	3.06K	$13.51K

Sold Out

Holder	Change
Decisionpoint financial	-12.00
Salomon & ludwin	-33.00
Financial management professionals	-327.00
Simplex trading	-3.90K
Group one trading	-9.05K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2025	46	91.67%	3,210,015	201.00%	7	112.86%	40	344.44%	3	-50.00%
Mar 31, 2025	24	-	1,066,443	3.87%	2	40.18%	9	-35.71%	6	200.00%
Dec 31, 2024	24	26.32%	1,026,705	12.18%	2	49.15%	14	55.56%	2	-60.00%
Sep 30, 2024	19	-	915,191	12.18%	2	54.67%	9	-10.00%	5	66.67%
Jun 30, 2024	19	11.76%	815,816	28.67%	2	80.46%	10	100.00%	3	-25.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	322.27K	0.80%	-7.04K
iShares Russell 2000 ETF	294.51K	0.73%	-
Vanguard US Total Market Shares ETF	202.27K	0.50%	-
Vanguard Institutional Extnd Mkt Idx Tr	201.99K	0.50%	-45.44K
Fidelity Small Cap Index	139.44K	0.34%	139.44K
iShares Russell 2000 Value ETF	109.94K	0.27%	-
Fidelity Extended Market Index	107.90K	0.27%	-888.00
Navellier Small-Mid Cap Growth	77.96K	0.19%	-
Auer Growth	70.00K	0.17%	-
Vanguard Russell 2000 ETF	66.80K	0.17%	-5.22K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Apr 10, 2023	Gebbia John M.	-	Sell	$185.00K
Apr 10, 2023	Gebbia John M.	-	Sell	$185.00K
Apr 16, 2020	Gebbia Richard	-	Sell	$4.19M
Apr 16, 2020	Gebbia David	-	Sell	$4.19M
Apr 16, 2020	Gebbia John M.	-	Sell	$3.84M

Insider Transactions Trends

Date	Buy	Sell
2025 Q3	-	-
2025 Q2	-	-
2025 Q1	-	-
2024 Q4	-	-
2024 Q2	-	-

SIEB Ownership FAQ

Who Owns Siebert Financial?

Siebert Financial shareholders are primarily institutional investors at 7.95%, followed by 66.58% insiders and 25.47% retail investors. The average institutional ownership in Siebert Financial's industry, Capital Markets Stocks, is 46.04%, which Siebert Financial falls below.

Who owns the most shares of Siebert Financial?

Siebert Financial’s largest shareholders are Blackrock funding, inc. /de (772.75K shares, 1.91%), Cetera investment advisers (152.07K shares, 0.38%), and Navellier & associates (74.27K shares, 0.18%). Together, they hold 2.47% of Siebert Financial’s total shares outstanding.

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?

Navellier & associates is Siebert Financial’s biggest shareholder by percentage of total assets invested, with 0.04% of its assets in 74.27K Siebert Financial shares, valued at 328.28K$.

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 0.80% of its total shares outstanding invested in 322.28K Siebert Financial shares.

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