Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in AVBH held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Patriot Financial Partners GP II, L.P. | 1.1M | $34.7M | 0.0% | 9.593% | 8.87% |
| 2 | ALLIANCEBERNSTEIN L.P. | 883K | $25.2M | -0.5% | 8.064% | 0.01% |
| 3 | Fourthstone LLC | 701K | $23.1M | -33.0% | 6.397% | 16.48% |
| 4 | BANC FUNDS CO LLC | 668K | $22.1M | +0.4% | 6.098% | 3.64% |
| 5 | ENDEAVOUR CAPITAL ADVISORS INC | 659K | $21.8M | -7.0% | 6.013% | 4.46% |
| 6 | BlackRock, Inc. | 591K | $19.5M | +165.6% | 5.397% | 0.00% |
| 7 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 493K | $16.3M | +9.1% | 4.501% | 0.02% |
| 8 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 373K | $12.3M | -11.6% | 3.402% | 0.00% |
| 9 | VANGUARD CAPITAL MANAGEMENT LLC | 363K | $12.0M | +7.0% | 3.313% | 0.00% |
| 10 | WELLINGTON MANAGEMENT GROUP LLP | 308K | $10.2M | -5.6% | 2.816% | 0.00% |
| 11 | First Eagle Investment Management, LLC | 284K | $9.4M | +43.9% | 2.593% | 0.01% |
| 12 | TWO SIGMA INVESTMENTS, LP | 262K | $8.7M | +404.0% | 2.394% | 0.01% |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 214K | $7.1M | +76.0% | 1.954% | 0.00% |
| 14 | MENDON CAPITAL ADVISORS CORP | 191K | $6.3M | -13.1% | 1.742% | 2.23% |
| 15 | Curi Capital, LLC | 181K | $6.0M | -9.3% | 1.655% | 0.09% |
| 16 | STATE STREET CORP | 137K | $4.5M | +97.7% | 1.254% | 0.00% |
| 17 | MORGAN STANLEY | 127K | $4.2M | +64.1% | 1.161% | 0.00% |
| 18 | EJF Capital LP | 109K | $3.6M | -3.7% | 0.998% | 2.42% |
| 19 | FRANKLIN RESOURCES INC | 108K | $3.6M | -9.1% | 0.990% | 0.00% |
| 20 | CITADEL ADVISORS LLC | 85K | $2.8M | +131.6% | 0.774% | 0.00% |
| 21 | UBS Group AG | 81K | $2.7M | +505.3% | 0.737% | 0.00% |
| 22 | MALTESE CAPITAL MANAGEMENT LLC | 80K | $2.6M | -54.6% | 0.730% | 0.48% |
| 23 | JACOBS ASSET MANAGEMENT, LLC | 72K | $2.4M | -19.1% | 0.656% | 1.49% |
| 24 | NORTHERN TRUST CORP | 68K | $2.2M | +128.1% | 0.617% | 0.00% |
| 25 | VANGUARD PORTFOLIO MANAGEMENT LLC | 62K | $2.1M | +266.0% | 0.568% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in AVBH — a direct measure of their conviction.
Filings activity in AVBH during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new AVBH position in Q2 2026
Institutions that fully closed their AVBH position in Q2 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 91 | +5.8% | 82.44% | +5.80 pp | $294M | +24% |
| Q1 2026 | 86 | +37% | 76.64% | +3.84 pp | $237M | +12% |
| Q4 2025 | 63 | +50% | 72.80% | +9.94 pp | $211M | +21% |
| Q3 2025 | 42 | +4100% | 62.86% | +54.40 pp | $175M | +1179% |
| Q2 2025 | 1 | +0.0% | 8.46% | +1.75 pp | $14M | 18% |
| Q1 2025 | 1 | +0.0% | 6.71% | +0.15 pp | $17M | +6.2% |
| Q4 2024 | 1 | +0.0% | 6.56% | +0.05 pp | $16M | +13% |
| Q3 2024 | 1 | — | 6.51% | — | $14M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying AVBH stock.
Based on Q2 2026 13F filings, institutional ownership of Avidbank Holdings, Inc. stands at 82.4%, held across 91 reporting institutions.
Patriot Financial Partners GP II, L.P. is the largest reported institutional holder of AVBH, with approximately 1,050,918 shares worth $0.03B as of Q2 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of AVBH, including TWO SIGMA INVESTMENTS, LP, CITADEL ADVISORS LLC.
Our composite Smart Money Score for AVBH is 68 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
14 institutions opened new positions in AVBH during Q2 2026, while 9 fully exited. 66 added to existing positions and 10 trimmed.
AVBH institutional ownership rose by 5.80 percentage points quarter-over-quarter, with a net change of +5 holders.
The top 10 institutions account for 67.1% of all reported 13F value in AVBH, and the top 25 account for 90.3%.
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.
Avidbank Holdings, Inc. (AVBH) Institutional Ownership