Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in SRBK held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 459K | $7.7M | -2.0% | 6.130% | 0.00% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 367K | $6.2M | β | 4.902% | 0.00% |
| 3 | Saber Capital Managment, LLC | 233K | $3.9M | -14.1% | 3.112% | 3.04% |
| 4 | RENAISSANCE TECHNOLOGIES LLC | 180K | $3.0M | +0.6% | 2.408% | 0.00% |
| 5 | MANGROVE PARTNERS | 170K | $2.9M | 0.0% | 2.276% | 0.23% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 162K | $2.7M | -3.7% | 2.170% | 0.00% |
| 7 | DIMENSIONAL FUND ADVISORS LP | 91K | $1.5M | +42.6% | 1.217% | 0.00% |
| 8 | STATE STREET CORP | 83K | $1.4M | +3.0% | 1.113% | 0.00% |
| 9 | Covalent Partners LLC | 60K | $1.0M | 0.0% | 0.801% | 7.13% |
| 10 | NORTHERN TRUST CORP | 50K | $850K | +0.5% | 0.673% | 0.00% |
| 11 | TWO SIGMA INVESTMENTS, LP | 47K | $795K | +0.5% | 0.629% | 0.00% |
| 12 | VANGUARD FIDUCIARY TRUST CO | 47K | $790K | β | 0.625% | 0.00% |
| 13 | VANGUARD PORTFOLIO MANAGEMENT LLC | 42K | $713K | β | 0.564% | 0.00% |
| 14 | Arcus Capital Partners, LLC | 42K | $708K | β | 0.560% | 0.13% |
| 15 | UBS Group AG | 39K | $652K | +0.8% | 0.516% | 0.00% |
| 16 | GOLDMAN SACHS GROUP INC | 34K | $582K | +75.6% | 0.461% | 0.00% |
| 17 | PANAGORA ASSET MANAGEMENT INC | 33K | $563K | +17.5% | 0.446% | 0.00% |
| 18 | STRS OHIO | 33K | $552K | 0.0% | 0.437% | 0.00% |
| 19 | BLAIR WILLIAM & CO/IL | 30K | $515K | β | 0.407% | 0.00% |
| 20 | Squarepoint Ops LLC | 27K | $449K | β | 0.355% | 0.00% |
| 21 | Russell Investments Group, Ltd. | 25K | $417K | +160.9% | 0.330% | 0.00% |
| 22 | RAYMOND JAMES FINANCIAL INC | 24K | $409K | β | 0.324% | 0.00% |
| 23 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 24K | $401K | +47.3% | 0.317% | 0.00% |
| 24 | Bank of New York Mellon Corp | 22K | $367K | -7.6% | 0.290% | 0.00% |
| 25 | Stilwell Value LLC | 20K | $338K | -50.0% | 0.267% | 0.20% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in SRBK β a direct measure of their conviction.
Filings activity in SRBK during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 67 | +12% | 29.83% | +2.96 pp | $42M | +11% |
| Q4 2025 | 60 | +13% | 26.87% | +2.52 pp | $38M | +10% |
| Q3 2025 | 53 | +26% | 24.35% | +0.88 pp | $35M | +3.8% |
| Q2 2025 | 42 | +83% | 23.47% | +4.96 pp | $33M | +27% |
| Q1 2025 | 23 | +21% | 18.51% | +0.34 pp | $26M | +1.9% |
| Q4 2024 | 19 | 5.0% | 18.17% | +2.99 pp | $26M | +20% |
| Q3 2024 | 20 | +25% | 15.18% | +3.82 pp | $22M | +34% |
| Q2 2024 | 16 | β | 11.36% | β | $16M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying SRBK stock.
Based on Q1 2026 13F filings, institutional ownership of SR Bancorp, Inc. Common stock stands at 29.8%, held across 67 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of SRBK, with approximately 458,953 shares worth $0.01B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of SRBK, including RENAISSANCE TECHNOLOGIES LLC, TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for SRBK is 69 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
16 institutions opened new positions in SRBK during Q1 2026, while 9 fully exited. 39 added to existing positions and 12 trimmed.
SRBK institutional ownership rose by 2.96 percentage points quarter-over-quarter, with a net change of +7 holders.
The top 10 institutions account for 74.0% of all reported 13F value in SRBK, and the top 25 account for 93.5%.
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.
SR Bancorp, Inc. Common stock (SRBK) Institutional Ownership