What percentage of PEBK is owned by institutions?

Based on Q1 2026 13F filings, institutional ownership of Peoples Bancorp of North Carolina, Inc. stands at 38.5%, held across 79 reporting institutions.

Who is the largest institutional holder of PEBK?

WELLINGTON MANAGEMENT GROUP LLP is the largest reported institutional holder of PEBK, with approximately 418,608 shares worth $0.02B as of Q1 2026.

Is PEBK a hedge fund favorite?

Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of PEBK, including RENAISSANCE TECHNOLOGIES LLC, CITADEL ADVISORS LLC.

What is PEBK's Smart Money Score?

Our composite Smart Money Score for PEBK is 71 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.

How many institutions bought PEBK this quarter?

15 institutions opened new positions in PEBK during Q1 2026, while 6 fully exited. 48 added to existing positions and 16 trimmed.

How is institutional ownership of PEBK changing?

PEBK institutional ownership rose by 3.09 percentage points quarter-over-quarter, with a net change of +9 holders.

How concentrated is PEBK ownership among the top holders?

The top 10 institutions account for 76.4% of all reported 13F value in PEBK, and the top 25 account for 94.3%.

Where does this PEBK 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.

Peoples Bancorp of North Carolina, Inc. (PEBK) Institutional Ownership Q1 2026 | Top 13F Holders

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Peoples Bancorp of North Carolina, Inc. (PEBK) Institutional Ownership Q1 2026 | Top 13F Holders | VCP Scanner

Top Institutional Holders of PEBK

Ranked by reported Q1 2026 13F market value

Top 10 Holders

76.4%

Top 25 Holders

94.3%

Share of total reported institutional value in PEBK held by the largest 10 / 25 filers.

#	Institution	Shares Held	Market Value	QoQ Change	Ownership %	% of Fund
1	WELLINGTON MANAGEMENT GROUP LLP	419K	$16.4M	-14.1%	7.665%	0.00%
2	BlackRock, Inc.	290K	$11.4M	-1.0%	5.308%	0.00%
3	VANGUARD CAPITAL MANAGEMENT LLC	229K	$9.0M	—	4.193%	0.00%
4	GENDELL JEFFREY L	218K	$8.5M	0.0%	3.987%	0.12%
5	Fourthstone LLC	195K	$7.6M	+26.1%	3.569%	1.29%
6	DIMENSIONAL FUND ADVISORS LP	167K	$6.6M	+4.6%	3.063%	0.00%
7	GEODE CAPITAL MANAGEMENT, LLC	106K	$4.2M	-2.9%	1.946%	0.00%
8	BRIDGEWAY CAPITAL MANAGEMENT, LLC	81K	$3.2M	+9.9%	1.486%	0.06%
9	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	61K	$2.4M	-0.3%	1.114%	0.00%
10	STATE STREET CORP	55K	$2.1M	-11.4%	1.003%	0.00%
11	MALTESE CAPITAL MANAGEMENT LLC	50K	$2.0M	0.0%	0.915%	0.39%
12	RENAISSANCE TECHNOLOGIES LLC	38K	$1.5M	+33.4%	0.689%	0.00%
13	Empowered Funds, LLC	35K	$1.4M	+3.3%	0.647%	0.01%
14	NORTHERN TRUST CORP	35K	$1.4M	+4.2%	0.642%	0.00%
15	Pinnacle Holdings, LLC	35K	$1.4M	0.0%	0.639%	0.44%
16	AMG National Trust Bank	33K	$1.3M	0.0%	0.609%	0.03%
17	AMERICAN CENTURY COMPANIES INC	31K	$1.2M	+32.0%	0.565%	0.00%
18	VANGUARD FIDUCIARY TRUST CO	30K	$1.2M	—	0.548%	0.00%
19	HoldCo Asset Management, L.P.	25K	$990K	0.0%	0.463%	0.07%
20	VANGUARD PORTFOLIO MANAGEMENT LLC	24K	$952K	—	0.445%	0.00%
21	De Lisle Partners LLP	21K	$840K	0.0%	0.393%	0.10%
22	MARTINGALE ASSET MANAGEMENT L P	19K	$758K	—	0.354%	0.02%
23	MORGAN STANLEY	16K	$645K	+8.6%	0.302%	0.00%
24	GOLDMAN SACHS GROUP INC	16K	$644K	+163.1%	0.301%	0.00%
25	CITADEL ADVISORS LLC	15K	$600K	—	0.281%	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 PEBK — a direct measure of their conviction.

PEBK 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	79	+13%	38.48%	+3.09 pp	$93M	+8.7%
Q4 2025	70	+7.7%	35.39%	+7.65 pp	$86M	+28%
Q3 2025	65	+0.0%	27.74%	+0.70 pp	$67M	+2.6%
Q2 2025	65	+6.6%	27.04%	+0.87 pp	$66M	+3.3%
Q1 2025	61	+1.7%	26.17%	2.54 pp	$63M	8.9%
Q4 2024	60	+0.0%	28.71%	+5.55 pp	$70M	+24%
Q3 2024	60	+33%	23.16%	3.59 pp	$56M	13%
Q2 2024	45	—	26.75%	—	$65M	—

Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.

Peoples Bancorp of North Carolina, Inc. (PEBK) Institutional Ownership

AI Insights & Key Takeaways

Top Institutional Holders of PEBK

Quarterly Institutional Activity

PEBK Institutional Ownership by Quarter

PEBK — Frequently Asked Questions