Siebert Financial Ownership | Who Owns Siebert Financial?
Siebert Financial Ownership Summary
Siebert Financial is owned by 2.91% institutional investors, 64.73% insiders, and 32.36% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 1.93% of SIEB shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 0.79% of its assets in Siebert Financial shares.
SIEB Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Siebert Financial | 2.91% | 64.73% | 32.36% |
| Sector | Financial Services Stocks | 37.05% | 15.59% | 47.36% |
| Industry | Capital Markets Stocks | 33.12% | 15.10% | 51.78% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 779.59K | 1.93% | $1.50M |
| Vanguard group | 752.59K | 1.86% | $2.64M |
| Geode capital management | 435.54K | 1.08% | $836.51K |
| Ubs group | 160.59K | 0.40% | $308.34K |
| Cetera investment advisers | 146.46K | 0.36% | $281.20K |
| State street | 144.23K | 0.36% | $276.93K |
| Northern trust | 138.63K | 0.34% | $266.16K |
| Vanguard fiduciary trust | 112.89K | 0.28% | $216.76K |
| Strs ohio | 84.20K | 0.21% | $161.66K |
| Bridgeway capital management | 57.26K | 0.14% | $109.94K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Williams & novak | 15.80K | 0.02% | $28.60K |
| Bridgeway capital management | 57.26K | 0.00% | $109.94K |
| Strs ohio | 84.20K | 0.00% | $161.66K |
| Eversource wealth advisors | 235.00 | 0.00% | $14.55K |
| Tower research capital llc (trc) | 7.84K | 0.00% | $15.05K |
| Cetera investment advisers | 146.46K | 0.00% | $281.20K |
| Panagora asset management | 32.77K | 0.00% | $62.91K |
| New york state common retirement fund | 21.60K | 0.00% | $41.47K |
| Renaissance | 21.80K | 0.00% | $41.86K |
| Geode capital management | 435.54K | 0.00% | $836.51K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vanguard fiduciary trust | 112.89K | 0.00% | 112.89K |
| Ubs group | 160.59K | - | 73.30K |
| Vanguard group | 752.59K | - | 28.61K |
| Citadel advisors | 27.34K | - | 27.34K |
| Geode capital management | 435.54K | 0.00% | 17.08K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Navellier & associates | - | - | -68.33K |
| Dimensional fund advisors lp | 34.84K | - | -27.51K |
| Occudo quantitative strategies lp | - | - | -22.00K |
| Winton group | - | - | -19.34K |
| Barclays | 3.02K | - | -19.16K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 112.89K | 0.00% | 112.89K | $216.76K |
| Citadel advisors | 27.34K | - | 27.34K | $52.50K |
| Williams & novak | 15.80K | 0.02% | 15.80K | $28.60K |
| Vanguard global advisers | 9.45K | - | 9.45K | $18.14K |
| Cwm | 735.00 | - | 735.00 | $1.41K |
Sold Out
| Holder | Change |
|---|---|
| Sbi securities | -2.00 |
| Decisionpoint financial | -12.00 |
| Salomon & ludwin | -33.00 |
| Financial management professionals | -327.00 |
| Amalgamated bank | -444.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 23 | -51.06% | 1,174,994 | -63.75% | 2 | 4.53% | 10 | -47.37% | 7 | -50.00% |
| Dec 31, 2025 | 33 | -31.25% | 2,788,647 | -20.49% | 6 | 9.15% | 13 | -55.17% | 9 | - |
| Sep 30, 2025 | 48 | 14.29% | 3,507,160 | 11.94% | 8 | 14.43% | 29 | -19.44% | 9 | 125.00% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 322.27K | 0.79% | - |
| iShares Russell 2000 ETF | 290.87K | 0.71% | 2.44K |
| Vanguard Institutional Extnd Mkt Idx Tr | 228.34K | 0.56% | - |
| Vanguard US Total Market Shares ETF | 202.27K | 0.50% | - |
| Fidelity Small Cap Index | 139.28K | 0.34% | -565.00 |
| Fidelity Extended Market Index | 121.87K | 0.30% | 3.52K |
| iShares Russell 2000 Value ETF | 105.32K | 0.26% | 567.00 |
| Russell 2000 Equity Index Fund B | 97.92K | 0.24% | -45.00 |
| Navellier Small-Mid Cap Growth | 77.96K | 0.19% | - |
| Vanguard Russell 2000 ETF | 71.17K | 0.17% | 1.48K |
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 |
|---|---|---|
| 2026 Q1 | - | - |
| 2025 Q4 | - | - |
| 2025 Q3 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
SIEB Ownership FAQ
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