Question 1

What percentage of SBC is owned by institutions?

Accepted Answer

Based on Q1 2026 13F filings, institutional ownership of SBC Medical Group Holdings Incorporated stands at 1.9%, held across 48 reporting institutions.

Question 2

Who is the largest institutional holder of SBC?

Accepted Answer

BlackRock, Inc. is the largest reported institutional holder of SBC, with approximately 419,640 shares worth $0.00B as of Q1 2026.

Question 3

Is SBC a hedge fund favorite?

Accepted Answer

No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of SBC.

Question 4

What is SBC's Smart Money Score?

Accepted Answer

Our composite Smart Money Score for SBC is 43 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.

Question 5

How many institutions bought SBC this quarter?

Accepted Answer

10 institutions opened new positions in SBC during Q1 2026, while 4 fully exited. 13 added to existing positions and 24 trimmed.

Question 6

How is institutional ownership of SBC changing?

Accepted Answer

SBC institutional ownership rose by 0.02 percentage points quarter-over-quarter, with a net change of +6 holders.

Question 7

How concentrated is SBC ownership among the top holders?

Accepted Answer

The top 10 institutions account for 87.3% of all reported 13F value in SBC, and the top 25 account for 98.9%.

Question 8

Where does this SBC institutional ownership data come from?

Accepted Answer

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.

#	Institution	Shares Held	Market Value	QoQ Change	Ownership %	% of Fund
1	BlackRock, Inc.	420K	$1.8M	-1.6%	0.408%	0.00%
2	GEODE CAPITAL MANAGEMENT, LLC	296K	$1.2M	+12.9%	0.288%	0.00%
3	VANGUARD CAPITAL MANAGEMENT LLC	136K	$569K	—	0.133%	0.00%
4	NORTHERN TRUST CORP	91K	$381K	+12.1%	0.089%	0.00%
5	VANGUARD PORTFOLIO MANAGEMENT LLC	64K	$266K	—	0.062%	0.00%
6	VANGUARD FIDUCIARY TRUST CO	62K	$261K	—	0.061%	0.00%
7	SBI Securities Co., Ltd.	45K	$188K	-6.0%	0.044%	0.01%
8	STATE STREET CORP	31K	$129K	+3.9%	0.030%	0.00%
9	GOLDMAN SACHS GROUP INC	25K	$105K	+121.6%	0.024%	0.00%
10	Mariner, LLC	24K	$100K	—	0.023%	0.00%
11	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	18K	$76K	-33.4%	0.018%	0.00%
12	Lumbard & Kellner, LLC	17K	$72K	—	0.017%	0.03%
13	NEW YORK STATE COMMON RETIREMENT FUND	17K	$71K	0.0%	0.017%	0.00%
14	Williams & Novak, LLC	14K	$63K	-6.2%	0.014%	0.05%
15	Russell Investments Group, Ltd.	14K	$57K	+15.4%	0.013%	0.00%
16	AQR CAPITAL MANAGEMENT LLC	13K	$53K	-7.0%	0.012%	0.00%
17	Nuveen, LLC	12K	$52K	0.0%	0.012%	0.00%
18	Bank of New York Mellon Corp	10K	$43K	—	0.010%	0.00%
19	Vanguard Global Advisers, LLC	9K	$36K	—	0.008%	0.00%
20	MORGAN STANLEY	8K	$35K	-45.8%	0.008%	0.00%
21	RHUMBLINE ADVISERS	6K	$27K	+21.3%	0.006%	0.00%
22	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	5K	$22K	+2.6%	0.005%	0.00%
23	Tower Research Capital LLC (TRC)	5K	$22K	+118.3%	0.005%	0.00%
24	WELLS FARGO & COMPANY/MN	4K	$18K	-66.3%	0.004%	0.00%
25	UBS Group AG	4K	$16K	-35.2%	0.004%	0.00%

Quarter	Inst. Holders	Δ Holders	Ownership %	Δ Ownership	Total 13F Value	Δ Value
Q1 2026	48	+14%	1.94%	+0.02 pp	$6M	+0.6%
Q4 2025	42	+5.0%	1.92%	+0.68 pp	$6M	+55%
Q3 2025	40	+29%	1.24%	+0.29 pp	$4M	+31%
Q2 2025	31	+417%	0.95%	+0.85 pp	$3M	+875%
Q1 2025	6	14%	0.10%	0.05 pp	$0M	37%
Q4 2024	7	+40%	0.15%	+0.14 pp	$0M	+1535%
Q3 2024	5	29%	0.01%	0.59 pp	$0M	98%
Q2 2024	7	—	0.60%	—	$2M	—

SBC Medical Group Holdings Incorporated (SBC) Institutional Ownership

AI Insights & Key Takeaways

Top Institutional Holders of SBC

Quarterly Institutional Activity

SBC Institutional Ownership by Quarter

SBC — Frequently Asked Questions