Ranked by reported Q4 2025 13F market value
Share of total reported institutional value in PBBK held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | JACOBS ASSET MANAGEMENT, LLC | 204K | $4.3M | +27.2% | 0.213% | 2.41% |
| 2 | Yakira Capital Management, Inc. | 148K | $3.2M | +222.5% | 0.154% | 1.06% |
| 3 | Bulldog Investors, LLP | 110K | $2.3M | 0.0% | 0.115% | 0.52% |
| 4 | VANGUARD GROUP INC | 94K | $2.0M | -6.3% | 0.097% | 0.00% |
| 5 | Stonebridge Financial Group, LLC | 82K | $1.8M | 0.0% | 0.085% | 0.15% |
| 6 | PRELUDE CAPITAL MANAGEMENT, LLC | 33K | $706K | +79.0% | 0.035% | 0.05% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 23K | $482K | +3.0% | 0.024% | 0.00% |
| 8 | Minerva Advisors LLC | 21K | $435K | 0.0% | 0.021% | 0.29% |
| 9 | CITADEL ADVISORS LLC | 14K | $300K | β | 0.015% | 0.00% |
| 10 | RENAISSANCE TECHNOLOGIES LLC | 13K | $269K | +10.4% | 0.013% | 0.00% |
| 11 | ODDO BHF ASSET MANAGEMENT SAS | 8K | $175K | β | 0.009% | 0.01% |
| 12 | BlackRock, Inc. | 6K | $119K | +2.8% | 0.006% | 0.00% |
| 13 | LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 256 | $5K | -96.8% | 0.000% | 0.00% |
| 14 | BANK OF AMERICA CORP /DE/ | 253 | $5K | 0.0% | 0.000% | 0.00% |
| 15 | Tower Research Capital LLC (TRC) | 206 | $4K | +12.0% | 0.000% | 0.00% |
| 16 | MORGAN STANLEY | 134 | $3K | β | 0.000% | 0.00% |
| 17 | UBS Group AG | 88 | $2K | -98.8% | 0.000% | 0.00% |
| 18 | BNP PARIBAS ARBITRAGE, SA | 1 | $21 | 0.0% | 0.000% | 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 PBBK β a direct measure of their conviction.
Filings activity in PBBK during Q4 2025, grouped by how each filer changed its position.
Institutions that opened a new PBBK position in Q4 2025
Institutions that fully closed their PBBK position in Q4 2025
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 |
|---|---|---|---|---|---|---|
| Q4 2025 | 18 | 14% | 0.85% | +0.02 pp | $16M | +2.4% |
| Q3 2025 | 21 | +62% | 0.83% | +0.52 pp | $16M | +169% |
| Q2 2025 | 13 | +0.0% | 0.31% | +0.06 pp | $6M | +25% |
| Q1 2025 | 13 | +0.0% | 0.25% | +0.01 pp | $5M | +4.3% |
| Q4 2024 | 13 | +18% | 0.24% | +0.07 pp | $4M | +38% |
| Q3 2024 | 11 | +0.0% | 0.17% | +0.03 pp | $3M | +20% |
| Q2 2024 | 11 | 8.3% | 0.14% | +0.00 pp | $3M | +3.3% |
| Q1 2024 | 12 | β | 0.14% | β | $3M | 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 PBBK stock.
Based on Q4 2025 13F filings, institutional ownership of PB Bankshares, Inc. stands at 0.9%, held across 18 reporting institutions.
JACOBS ASSET MANAGEMENT, LLC is the largest reported institutional holder of PBBK, with approximately 204,218 shares worth $0.00B as of Q4 2025.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of PBBK, including CITADEL ADVISORS LLC, RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for PBBK is 46 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
3 institutions opened new positions in PBBK during Q4 2025, while 6 fully exited. 13 added to existing positions and 2 trimmed.
PBBK institutional ownership rose by 0.02 percentage points quarter-over-quarter, with a net change of -3 holders.
The top 10 institutions account for 98.0% of all reported 13F value in PBBK, and the top 25 account for 100.0%.
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.
PB Bankshares, Inc. (PBBK) Institutional Ownership