Isabella Bank Corporation (ISBA) Institutional Ownership
Q1 2026 13F Data|Updated 2026-06-13
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Institutional ownership increased this quarter (+2.62 pp), though top 10 holders maintain a highly concentrated 82.4% of institutional value.
Institutional Ownership14.8%$46M total value · ▲ +2.62 pp vs prior quarter
Can exceed 100% due to securities lending, short interest, and reporting timing differences.
Smart Money Score85 / 100Strong Smart Money
Based on ownership concentration, fund quality, buying/selling activity, conviction signals, and institutional trend.
Institutions & Flow43 holders+9 net flow (+13 / -4)
AI Insights & Key Takeaways
- Positive Institutional Flow (+9)
- Marquee funds including Millennium Management Llc and Susquehanna International Group, Llp maintain significant positions
- Top 10 holders control 82.4% of institutional value
- No Insider Signal
Top Institutional Holders of ISBA
Ranked by reported Q1 2026 13F market value
Top 10 Holders
82.4%
Top 25 Holders
97.5%
Share of total reported institutional value in ISBA held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | 274K | $12.5M | — | 3.737% | 0.00% |
| 2 | MILLENNIUM MANAGEMENT LLC | 107K | $4.9M | +719.2% | 1.464% | 0.00% |
| 3 | BlackRock, Inc. | 100K | $4.6M | -0.6% | 1.367% | 0.00% |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 95K | $4.3M | +80.7% | 1.292% | 0.00% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 80K | $3.7M | +3.8% | 1.097% | 0.00% |
| 6 | MARSHALL WACE, LLP | 54K | $2.5M | +126.3% | 0.732% | 0.00% |
| 7 | VANGUARD FIDUCIARY TRUST CO | 41K | $1.9M | — | 0.556% | 0.00% |
| 8 | HARBOUR INVESTMENTS, INC. | 27K | $1.2M | 0.0% | 0.368% | 0.02% |
| 9 | STATE STREET CORP | 22K | $1.0M | +156.7% | 0.301% | 0.00% |
| 10 | Qube Research & Technologies Ltd | 22K | $983K | +15.4% | 0.294% | 0.00% |
| 11 | GOLDMAN SACHS GROUP INC | 21K | $951K | +4.7% | 0.284% | 0.00% |
| 12 | AMERICAN CENTURY COMPANIES INC | 18K | $824K | — | 0.246% | 0.00% |
| 13 | NORTHERN TRUST CORP | 15K | $673K | 0.0% | 0.201% | 0.00% |
| 14 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 14K | $650K | — | 0.194% | 0.01% |
| 15 | UBS Group AG | 13K | $611K | +250.0% | 0.183% | 0.00% |
| 16 | BANK OF AMERICA CORP /DE/ | 9K | $425K | +115.8% | 0.127% | 0.00% |
| 17 | MORGAN STANLEY | 9K | $419K | +9.3% | 0.125% | 0.00% |
| 18 | DIMENSIONAL FUND ADVISORS LP | 9K | $403K | — | 0.121% | 0.00% |
| 19 | JANE STREET GROUP, LLC | 7K | $326K | -14.9% | 0.097% | 0.00% |
| 20 | Schonfeld Strategic Advisors LLC | 7K | $297K | — | 0.089% | 0.00% |
| 21 | FourThought Financial Partners, LLC | 6K | $292K | -13.5% | 0.087% | 0.03% |
| 22 | Integrated Wealth Concepts LLC | 6K | $278K | -0.3% | 0.083% | 0.00% |
| 23 | Point72 Asset Management, L.P. | 6K | $274K | +0.4% | 0.082% | 0.00% |
| 24 | CITIGROUP INC | 5K | $242K | +134.8% | 0.072% | 0.00% |
| 25 | CITADEL ADVISORS LLC | 5K | $242K | -8.1% | 0.072% | 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 ISBA — a direct measure of their conviction.
Quarterly Institutional Activity
Filings activity in ISBA during Q1 2026, grouped by how each filer changed its position.
- BlackRock, Inc.$4.6M
- GEODE CAPITAL MANAGEMENT, LLC$3.7M
- HARBOUR INVESTMENTS, INC.$1.2M
- GOLDMAN SACHS GROUP INC$951K
- NORTHERN TRUST CORP$673K
- MORGAN STANLEY$419K
- JANE STREET GROUP, LLC$326K
- FourThought Financial Partners, LLC$292K
- Integrated Wealth Concepts LLC$278K
- Point72 Asset Management, L.P.$274K
- CITADEL ADVISORS LLC$242K
- NORRIS PERNE & FRENCH LLP/MI$235K
ISBA Institutional Ownership by Quarter
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 |
|---|---|---|---|---|---|---|
| Q1 2026 | 43 | +26% | 14.77% | +2.62 pp | $46M | +22% |
| Q4 2025 | 34 | +55% | 12.15% | +6.26 pp | $37M | +106% |
| Q3 2025 | 22 | +22% | 5.89% | +3.08 pp | $18M | +110% |
| Q2 2025 | 18 | +1700% | 2.81% | +2.81 pp | $9M | +73376% |
| Q1 2025 | 1 | +0.0% | 0.00% | +0.00 pp | $0M | 9.2% |
| Q4 2024 | 1 | +0.0% | 0.00% | +0.00 pp | $0M | +86% |
| Q1 2020 | 1 | +0.0% | 0.00% | +0.00 pp | $0M | 42% |
| Q4 2019 | 1 | — | 0.00% | — | $0M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
ISBA — Frequently Asked Questions
Quick answers to the most common questions about buying ISBA stock.
What percentage of ISBA is owned by institutions?
Based on Q1 2026 13F filings, institutional ownership of Isabella Bank Corporation stands at 14.8%, held across 43 reporting institutions.
Who is the largest institutional holder of ISBA?
VANGUARD CAPITAL MANAGEMENT LLC is the largest reported institutional holder of ISBA, with approximately 274,048 shares worth $0.01B as of Q1 2026.
Is ISBA a hedge fund favorite?
Yes — 5 widely-followed marquee investors appear among the top 25 institutional holders of ISBA, including MILLENNIUM MANAGEMENT LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, JANE STREET GROUP, LLC, Point72 Asset Management, L.P., CITADEL ADVISORS LLC.
What is ISBA's Smart Money Score?
Our composite Smart Money Score for ISBA is 85 out of 100 (Strong Smart Money). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
How many institutions bought ISBA this quarter?
13 institutions opened new positions in ISBA during Q1 2026, while 4 fully exited. 9 added to existing positions and 21 trimmed.
How is institutional ownership of ISBA changing?
ISBA institutional ownership rose by 2.62 percentage points quarter-over-quarter, with a net change of +9 holders.
How concentrated is ISBA ownership among the top holders?
The top 10 institutions account for 82.4% of all reported 13F value in ISBA, and the top 25 account for 97.5%.
Where does this ISBA institutional ownership data come from?
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.