Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in SIEB held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 780K | $1.5M | -1.5% | 1.904% | 0.00% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 551K | $1.1M | — | 1.345% | 0.00% |
| 3 | GEODE CAPITAL MANAGEMENT, LLC | 436K | $837K | +4.1% | 1.064% | 0.00% |
| 4 | UBS Group AG | 161K | $308K | +84.0% | 0.392% | 0.00% |
| 5 | Cetera Investment Advisers | 146K | $281K | -3.7% | 0.358% | 0.00% |
| 6 | STATE STREET CORP | 144K | $277K | 0.0% | 0.352% | 0.00% |
| 7 | NORTHERN TRUST CORP | 139K | $266K | +8.0% | 0.339% | 0.00% |
| 8 | VANGUARD FIDUCIARY TRUST CO | 113K | $217K | — | 0.276% | 0.00% |
| 9 | STRS OHIO | 84K | $162K | 0.0% | 0.206% | 0.00% |
| 10 | VANGUARD PORTFOLIO MANAGEMENT LLC | 81K | $155K | — | 0.197% | 0.00% |
| 11 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 57K | $110K | -10.6% | 0.140% | 0.00% |
| 12 | Focus Partners Wealth | 36K | $70K | +0.3% | 0.089% | 0.00% |
| 13 | GOLDMAN SACHS GROUP INC | 36K | $69K | -10.1% | 0.088% | 0.00% |
| 14 | Bank of New York Mellon Corp | 36K | $69K | -2.2% | 0.087% | 0.00% |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 35K | $68K | 0.0% | 0.086% | 0.00% |
| 16 | DIMENSIONAL FUND ADVISORS LP | 35K | $67K | -44.1% | 0.085% | 0.00% |
| 17 | DEUTSCHE BANK AG\ | 33K | $63K | 0.0% | 0.080% | 0.00% |
| 18 | PANAGORA ASSET MANAGEMENT INC | 33K | $63K | -0.1% | 0.080% | 0.00% |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 29K | $55K | +87.0% | 0.070% | 0.00% |
| 20 | CITADEL ADVISORS LLC | 27K | $53K | — | 0.067% | 0.00% |
| 21 | RENAISSANCE TECHNOLOGIES LLC | 22K | $42K | -0.5% | 0.053% | 0.00% |
| 22 | NEW YORK STATE COMMON RETIREMENT FUND | 22K | $41K | 0.0% | 0.053% | 0.00% |
| 23 | Nuveen, LLC | 18K | $35K | 0.0% | 0.045% | 0.00% |
| 24 | RHUMBLINE ADVISERS | 18K | $34K | -0.8% | 0.043% | 0.00% |
| 25 | Williams & Novak, LLC | 16K | $29K | — | 0.039% | 0.02% |
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 SIEB — a direct measure of their conviction.
Filings activity in SIEB 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 | 53 | +10% | 8.24% | 7.03 pp | $6M | 46% |
| Q4 2025 | 48 | +0.0% | 15.27% | +1.53 pp | $11M | +11% |
| Q3 2025 | 48 | +6.7% | 13.74% | 5.03 pp | $10M | 27% |
| Q2 2025 | 45 | +88% | 18.77% | +14.56 pp | $14M | +346% |
| Q1 2025 | 24 | +4.3% | 4.21% | 0.07 pp | $3M | 1.7% |
| Q4 2024 | 23 | +21% | 4.28% | +1.19 pp | $3M | +38% |
| Q3 2024 | 19 | +0.0% | 3.09% | +1.20 pp | $2M | +64% |
| Q2 2024 | 19 | — | 1.89% | — | $1M | — |
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 SIEB stock.
Based on Q1 2026 13F filings, institutional ownership of Siebert Financial Corp. stands at 8.2%, held across 53 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of SIEB, with approximately 779,586 shares worth $0.00B as of Q1 2026.
Yes — 3 widely-followed marquee investors appear among the top 25 institutional holders of SIEB, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, CITADEL ADVISORS LLC, RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for SIEB is 55 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
13 institutions opened new positions in SIEB during Q1 2026, while 8 fully exited. 5 added to existing positions and 34 trimmed.
SIEB institutional ownership fell by 7.03 percentage points quarter-over-quarter, with a net change of +5 holders.
The top 10 institutions account for 82.4% of all reported 13F value in SIEB, and the top 25 account for 96.5%.
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.
Siebert Financial Corp. (SIEB) Institutional Ownership