Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in SHBI held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3.0M | $56.5M | +0.8% | 9.039% | 0.00% |
| 2 | DIMENSIONAL FUND ADVISORS LP | 1.7M | $31.4M | +3.3% | 5.032% | 0.01% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 1.4M | $25.7M | — | 4.115% | 0.00% |
| 4 | WELLINGTON MANAGEMENT GROUP LLP | 1.0M | $18.9M | -11.9% | 3.030% | 0.00% |
| 5 | AMERICAN CENTURY COMPANIES INC | 961K | $17.9M | +11.5% | 2.872% | 0.01% |
| 6 | STATE STREET CORP | 925K | $17.3M | +13.3% | 2.766% | 0.00% |
| 7 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 890K | $16.6M | -1.3% | 2.661% | 0.01% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 769K | $14.4M | +3.0% | 2.299% | 0.00% |
| 9 | GOLDMAN SACHS GROUP INC | 550K | $10.3M | +10.9% | 1.644% | 0.00% |
| 10 | Atlantic Union Bankshares Corp | 487K | $9.1M | -7.6% | 1.456% | 0.17% |
| 11 | AMERIPRISE FINANCIAL INC | 444K | $8.3M | -2.1% | 1.328% | 0.00% |
| 12 | AQR CAPITAL MANAGEMENT LLC | 435K | $8.1M | +14.1% | 1.301% | 0.00% |
| 13 | Fourthstone LLC | 421K | $7.9M | -54.1% | 1.260% | 1.33% |
| 14 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 412K | $7.7M | -16.6% | 1.232% | 0.00% |
| 15 | JANUS HENDERSON GROUP PLC | 380K | $7.1M | +578.2% | 1.137% | 0.00% |
| 16 | RENAISSANCE TECHNOLOGIES LLC | 348K | $6.5M | -9.0% | 1.039% | 0.01% |
| 17 | Nuveen, LLC | 345K | $6.4M | -4.7% | 1.031% | 0.00% |
| 18 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 303K | $5.7M | -22.2% | 0.907% | 0.02% |
| 19 | NORTHERN TRUST CORP | 303K | $5.7M | +3.5% | 0.906% | 0.00% |
| 20 | MORGAN STANLEY | 280K | $5.2M | -1.5% | 0.838% | 0.00% |
| 21 | ALLIANCEBERNSTEIN L.P. | 281K | $5.0M | -2.8% | 0.841% | 0.00% |
| 22 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 265K | $5.0M | +6.1% | 0.794% | 0.10% |
| 23 | VANGUARD PORTFOLIO MANAGEMENT LLC | 249K | $4.6M | — | 0.744% | 0.00% |
| 24 | MILLENNIUM MANAGEMENT LLC | 229K | $4.3M | +21.9% | 0.685% | 0.00% |
| 25 | Connor, Clark & Lunn Investment Management Ltd. | 216K | $4.0M | +12.8% | 0.645% | 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 SHBI — a direct measure of their conviction.
Filings activity in SHBI 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 | 159 | +6.7% | 52.39% | +3.60 pp | $400M | +7.4% |
| Q4 2025 | 149 | 0.7% | 48.79% | +5.95 pp | $372M | +14% |
| Q3 2025 | 150 | 0.7% | 42.84% | +2.00 pp | $327M | +4.9% |
| Q2 2025 | 151 | +0.0% | 40.84% | +7.05 pp | $312M | +21% |
| Q1 2025 | 151 | +19% | 33.79% | 99.04 pp | $258M | 75% |
| Q4 2024 | 127 | +11% | 132.83% | +98.44 pp | $1.01B | +286% |
| Q3 2024 | 114 | +1.8% | 34.39% | +6.57 pp | $262M | +24% |
| Q2 2024 | 112 | — | 27.82% | — | $212M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying SHBI stock.
Based on Q1 2026 13F filings, institutional ownership of Shore Bancshares, Inc. stands at 52.4%, held across 159 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of SHBI, with approximately 3,023,567 shares worth $0.06B as of Q1 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of SHBI, including RENAISSANCE TECHNOLOGIES LLC, MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for SHBI is 68 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
28 institutions opened new positions in SHBI during Q1 2026, while 18 fully exited. 109 added to existing positions and 21 trimmed.
SHBI institutional ownership rose by 3.60 percentage points quarter-over-quarter, with a net change of +10 holders.
The top 10 institutions account for 54.6% of all reported 13F value in SHBI, and the top 25 account for 77.5%.
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.
Shore Bancshares, Inc. (SHBI) Institutional Ownership