Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in AVBC held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | 822K | $16.2M | β | 4.094% | 0.00% |
| 2 | WELLINGTON MANAGEMENT GROUP LLP | 778K | $15.3M | -3.7% | 3.877% | 0.00% |
| 3 | FJ Capital Management LLC | 497K | $9.8M | 0.0% | 2.477% | 1.10% |
| 4 | MILLENNIUM MANAGEMENT LLC | 323K | $6.4M | +358.5% | 1.609% | 0.00% |
| 5 | BlackRock, Inc. | 277K | $5.4M | -0.8% | 1.377% | 0.00% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 220K | $4.3M | +11.7% | 1.095% | 0.00% |
| 7 | TWO SIGMA INVESTMENTS, LP | 211K | $4.2M | +33.5% | 1.052% | 0.00% |
| 8 | HENNESSY ADVISORS INC | 155K | $3.0M | +63.2% | 0.772% | 0.11% |
| 9 | MORGAN STANLEY | 124K | $2.4M | +40.6% | 0.617% | 0.00% |
| 10 | VANGUARD FIDUCIARY TRUST CO | 116K | $2.3M | β | 0.579% | 0.00% |
| 11 | ALLIANCEBERNSTEIN L.P. | 135K | $2.3M | 0.0% | 0.672% | 0.00% |
| 12 | MARSHALL WACE, LLP | 101K | $2.0M | +27.8% | 0.503% | 0.00% |
| 13 | GOLDMAN SACHS GROUP INC | 98K | $1.9M | +50.4% | 0.488% | 0.00% |
| 14 | Russell Investments Group, Ltd. | 77K | $1.5M | β | 0.383% | 0.00% |
| 15 | FRANKLIN RESOURCES INC | 76K | $1.5M | -0.3% | 0.380% | 0.00% |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | 76K | $1.5M | +10.7% | 0.380% | 0.00% |
| 17 | WHITE PINE CAPITAL LLC | 74K | $1.5M | +129.5% | 0.368% | 0.41% |
| 18 | STATE STREET CORP | 63K | $1.2M | +14.1% | 0.313% | 0.00% |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 59K | $1.2M | β | 0.293% | 0.00% |
| 20 | IRONWOOD INVESTMENT MANAGEMENT LLC | 54K | $1.1M | -1.0% | 0.267% | 0.44% |
| 21 | Schonfeld Strategic Advisors LLC | 48K | $935K | β | 0.237% | 0.01% |
| 22 | RENAISSANCE TECHNOLOGIES LLC | 43K | $852K | +254.9% | 0.216% | 0.00% |
| 23 | JANE STREET GROUP, LLC | 43K | $840K | +176.0% | 0.213% | 0.01% |
| 24 | BNP PARIBAS ARBITRAGE, SA | 40K | $792K | +4.2% | 0.201% | 0.00% |
| 25 | NORTHERN TRUST CORP | 40K | $791K | -4.0% | 0.200% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in AVBC β a direct measure of their conviction.
Filings activity in AVBC during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new AVBC position in Q1 2026
Institutions that fully closed their AVBC position in Q1 2026
3 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 64 | +21% | 24.37% | +6.21 pp | $100M | +34% |
| Q4 2025 | 53 | +43% | 18.16% | +3.37 pp | $75M | +23% |
| Q3 2025 | 37 | β | 14.79% | β | $61M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Latest Form 4 transactions by company officers and directors. Insider buys are widely viewed as the highest-conviction signal because executives are risking personal capital.
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| Jun 3, 2026 | Nelson Jonathan Michael | Buy | 1K | $18.90 | $20K |
| May 29, 2026 | Cozzone Robert D | Buy | 2K | $18.80 | $40K |
| May 14, 2026 | Jensen Barry H | Buy | 500 | $19.26 | $10K |
| May 13, 2026 | GILLES MICHAEL O | Buy | 3K | $19.50 | $59K |
| Apr 29, 2026 | Jensen Barry H | Buy | 1K | $20.30 | $20K |
| Apr 28, 2026 | Karmelek Nicolas | Buy | 1K | $20.76 | $25K |
| Apr 28, 2026 | Murphy Michael Dennis | Buy | 2K | $20.94 | $39K |
| Apr 28, 2026 | Doane Thomas | Buy | 2K | $21.16 | $43K |
| Apr 27, 2026 | BALL JAMES N | Buy | 5K | $20.60 | $103K |
Quick answers to the most common questions about buying AVBC stock.
Based on Q1 2026 13F filings, institutional ownership of Avidia Bancorp, Inc. stands at 24.4%, held across 64 reporting institutions.
VANGUARD CAPITAL MANAGEMENT LLC is the largest reported institutional holder of AVBC, with approximately 821,976 shares worth $0.02B as of Q1 2026.
Yes β 5 widely-followed marquee investors appear among the top 25 institutional holders of AVBC, including MILLENNIUM MANAGEMENT LLC, TWO SIGMA INVESTMENTS, LP, SUSQUEHANNA INTERNATIONAL GROUP, LLP, RENAISSANCE TECHNOLOGIES LLC, JANE STREET GROUP, LLC.
Our composite Smart Money Score for AVBC is 83 out of 100 (Strong Smart Money). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
19 institutions opened new positions in AVBC during Q1 2026, while 8 fully exited. 39 added to existing positions and 4 trimmed.
AVBC institutional ownership rose by 6.21 percentage points quarter-over-quarter, with a net change of +11 holders.
The top 10 institutions account for 69.2% of all reported 13F value in AVBC, and the top 25 account for 89.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Avidia Bancorp, Inc. (AVBC) Institutional Ownership