Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in LCNB held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 826K | $12.9M | +0.9% | 5.800% | 0.00% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 547K | $8.5M | β | 3.839% | 0.00% |
| 3 | Ritter Daniher Financial Advisory LLC / DE | 545K | $8.5M | -0.1% | 3.827% | 1.44% |
| 4 | DIMENSIONAL FUND ADVISORS LP | 524K | $8.2M | +5.8% | 3.677% | 0.00% |
| 5 | LCNB CORP | 509K | $7.9M | +0.5% | 3.578% | 2.67% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 326K | $5.1M | -1.2% | 2.286% | 0.00% |
| 7 | STATE STREET CORP | 182K | $2.8M | +0.8% | 1.281% | 0.00% |
| 8 | RENAISSANCE TECHNOLOGIES LLC | 156K | $2.4M | +13.2% | 1.098% | 0.00% |
| 9 | JOHNSON INVESTMENT COUNSEL INC | 137K | $2.1M | +0.0% | 0.962% | 0.02% |
| 10 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 120K | $1.9M | +4.1% | 0.846% | 0.04% |
| 11 | NORTHERN TRUST CORP | 98K | $1.5M | +6.6% | 0.689% | 0.00% |
| 12 | AMERICAN FINANCIAL GROUP INC | 94K | $1.5M | 0.0% | 0.657% | 0.54% |
| 13 | GOLDMAN SACHS GROUP INC | 90K | $1.4M | +44.0% | 0.631% | 0.00% |
| 14 | Kapstone Financial Advisors LLC | 86K | $1.3M | 0.0% | 0.605% | 0.66% |
| 15 | VANGUARD FIDUCIARY TRUST CO | 84K | $1.3M | β | 0.593% | 0.00% |
| 16 | HORAN Wealth, LLC | 79K | $1.3M | 0.0% | 0.552% | 0.12% |
| 17 | Cetera Investment Advisers | 80K | $1.2M | -2.3% | 0.561% | 0.00% |
| 18 | VANGUARD PORTFOLIO MANAGEMENT LLC | 78K | $1.2M | β | 0.547% | 0.00% |
| 19 | Empowered Funds, LLC | 77K | $1.2M | +6.6% | 0.540% | 0.01% |
| 20 | MORGAN STANLEY | 68K | $1.1M | -0.5% | 0.475% | 0.00% |
| 21 | RAYMOND JAMES FINANCIAL INC | 64K | $990K | +205.8% | 0.446% | 0.00% |
| 22 | Connor, Clark & Lunn Investment Management Ltd. | 62K | $961K | +1.1% | 0.433% | 0.00% |
| 23 | Bank of New York Mellon Corp | 56K | $873K | -0.4% | 0.393% | 0.00% |
| 24 | LPL Financial LLC | 53K | $827K | +90.0% | 0.372% | 0.00% |
| 25 | SEGALL BRYANT & HAMILL, LLC | 48K | $802K | β | 0.338% | 0.01% |
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 LCNB β a direct measure of their conviction.
Filings activity in LCNB during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new LCNB position in Q1 2026
Institutions that fully closed their LCNB position in Q1 2026
8 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 | 106 | +6.0% | 36.20% | 0.22 pp | $90M | 0.6% |
| Q4 2025 | 100 | +9.9% | 36.42% | +4.20 pp | $90M | +13% |
| Q3 2025 | 91 | +4.6% | 32.22% | +1.50 pp | $80M | +4.9% |
| Q2 2025 | 87 | 2.2% | 30.72% | 0.40 pp | $76M | 1.3% |
| Q1 2025 | 89 | +3.5% | 31.12% | 0.72 pp | $77M | 2.3% |
| Q4 2024 | 86 | +8.9% | 31.84% | +2.10 pp | $79M | +7.1% |
| Q3 2024 | 79 | 4.8% | 29.74% | +2.89 pp | $74M | +11% |
| Q2 2024 | 83 | β | 26.85% | β | $67M | 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.
Quick answers to the most common questions about buying LCNB stock.
Based on Q1 2026 13F filings, institutional ownership of LCNB Corp. stands at 36.2%, held across 106 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of LCNB, with approximately 825,765 shares worth $0.01B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of LCNB, including RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for LCNB is 52 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
16 institutions opened new positions in LCNB during Q1 2026, while 10 fully exited. 27 added to existing positions and 58 trimmed.
LCNB institutional ownership fell by 0.22 percentage points quarter-over-quarter, with a net change of +6 holders.
The top 10 institutions account for 67.1% of all reported 13F value in LCNB, and the top 25 account for 86.6%.
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.