| 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.
| 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.
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