59% buyers of institutions opening or closing positions this quarter
Data reflects Q1 2026 13F filings · refreshed 2026-06-13
3 more new buyers than exits, ownership fell 1.47 percentage points vs the prior quarter, and 1 well-known fund manager in the top 25.
59% buyers of institutions opening or closing positions this quarter
46.2% institutional ownership
STRATEGIC VALUE BANK portfolio allocation
Institutional ownership vs Banks - Regional peers
No Form 4 insider transactions on file
Latest positioning in SBFG across 13F flow, ownership shift, marquee holders, and holder-count growth.
Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in SBFG held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 471K | $9.9M | -0.7% | 7.465% | 0.01% |
| 2 | BlackRock, Inc. | 395K | $8.3M | +1.9% | 6.265% | 0.00% |
| 3 | Cutler Capital Management, LLC | 390K | $8.2M | -0.2% | 6.190% | 2.22% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 298K | $6.3M | — | 4.724% | 0.00% |
| 5 | STRATEGIC VALUE BANK PARTNERS LLC | 274K | $5.8M | 0.0% | 4.350% | 3.09% |
| 6 | DIMENSIONAL FUND ADVISORS LP | 198K | $4.2M | +3.0% | 3.138% | 0.00% |
| 7 | Petiole USA ltd | 169K | $3.5M | 0.0% | 2.679% | 2.48% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 139K | $2.9M | -4.1% | 2.207% | 0.00% |
| 9 | GOLDMAN SACHS GROUP INC | 86K | $1.8M | +67.7% | 1.357% | 0.00% |
| 10 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 82K | $1.7M | 0.0% | 1.293% | 0.03% |
| 11 | STATE STREET CORP | 72K | $1.5M | +8.6% | 1.149% | 0.00% |
| 12 | NORTHERN TRUST CORP | 50K | $1.0M | +6.3% | 0.786% | 0.00% |
| 13 | GENDELL JEFFREY L | 46K | $972K | 0.0% | 0.734% | 0.01% |
| 14 | Empowered Funds, LLC | 46K | $966K | 0.0% | 0.730% | 0.01% |
| 15 | VANGUARD FIDUCIARY TRUST CO | 38K | $788K | — | 0.595% | 0.00% |
| 16 | FIRST MANHATTAN CO | 36K | $748K | 0.0% | 0.565% | 0.00% |
| 17 | VANGUARD PORTFOLIO MANAGEMENT LLC | 33K | $692K | — | 0.523% | 0.00% |
| 18 | HSBC HOLDINGS PLC | 32K | $672K | — | 0.505% | 0.00% |
| 19 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 31K | $651K | 0.0% | 0.492% | 0.00% |
| 20 | PL Capital Advisors, LLC | 30K | $630K | — | 0.476% | 0.19% |
| 21 | RENAISSANCE TECHNOLOGIES LLC | 28K | $584K | +1.5% | 0.441% | 0.00% |
| 22 | BARCLAYS PLC | 28K | $578K | -19.1% | 0.437% | 0.00% |
| 23 | Venture Visionary Partners LLC | 24K | $503K | +0.2% | 0.380% | 0.02% |
| 24 | MORGAN STANLEY | 24K | $500K | -7.2% | 0.378% | 0.00% |
| 25 | Valmark Advisers, Inc. | 23K | $481K | +0.7% | 0.364% | 0.01% |
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 SBFG — a direct measure of their conviction.
Filings activity in SBFG during Q1 2026, grouped by how each filer changed its position.
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 | 72 | +4.3% | 46.21% | 1.47 pp | $68M | 3.1% |
| Q4 2025 | 69 | 1.4% | 47.68% | +5.46 pp | $70M | +13% |
| Q3 2025 | 70 | +15% | 42.22% | 1.17 pp | $62M | 2.7% |
| Q2 2025 | 61 | +39% | 43.39% | 2.63 pp | $64M | 5.7% |
| Q1 2025 | 44 | +2.3% | 46.02% | 1.04 pp | $68M | 2.2% |
| Q4 2024 | 43 | +7.5% | 47.06% | +2.13 pp | $69M | +4.7% |
| Q3 2024 | 40 | +2.6% | 44.93% | +14.43 pp | $66M | +47% |
| Q2 2024 | 39 | — | 30.50% | — | $45M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
No recent Form 4 insider transactions on file for SBFG.
Quick answers to the most common questions about buying SBFG stock.
Based on Q1 2026 13F filings, institutional ownership of SB Financial Group, Inc. stands at 46.2%, held across 72 reporting institutions.
MANUFACTURERS LIFE INSURANCE COMPANY, THE is the largest reported institutional holder of SBFG, with approximately 470,502 shares worth $0.01B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of SBFG, including RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for SBFG is 42 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
10 institutions opened new positions in SBFG during Q1 2026, while 7 fully exited. 16 added to existing positions and 45 trimmed.
SBFG institutional ownership fell by 1.47 percentage points quarter-over-quarter, with a net change of +3 holders.
The top 10 institutions account for 77.3% of all reported 13F value in SBFG, and the top 25 account for 94.0%.
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.