50% buyers of institutions opening or closing positions this quarter
new buyers and exits are balanced, ownership rose 2.40 percentage points vs the prior quarter, and 1 well-known fund manager in the top 25.
50% buyers of institutions opening or closing positions this quarter
52.9% institutional ownership
Patriot Financial Partners portfolio allocation
Institutional ownership vs Banks - Regional peers
No Form 4 insider transactions on file
Latest positioning in USCB 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 USCB held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Patriot Financial Partners GP II, L.P. | 1.9M | $34.4M | 0.0% | 10.168% | 8.86% |
| 2 | ENDEAVOUR CAPITAL ADVISORS INC | 1.0M | $19.0M | -3.1% | 5.613% | 4.31% |
| 3 | ALLIANCEBERNSTEIN L.P. | 937K | $17.3M | -0.4% | 5.134% | 0.01% |
| 4 | BlackRock, Inc. | 909K | $16.8M | -3.8% | 4.978% | 0.00% |
| 5 | MENDON CAPITAL ADVISORS CORP | 574K | $10.6M | +17.8% | 3.144% | 4.13% |
| 6 | RMB Capital Management, LLC | 527K | $9.8M | +17.5% | 2.887% | 0.17% |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 488K | $9.0M | — | 2.672% | 0.00% |
| 8 | WELLINGTON MANAGEMENT GROUP LLP | 458K | $8.5M | — | 2.510% | 0.00% |
| 9 | BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 437K | $8.1M | -0.3% | 2.393% | 0.38% |
| 10 | Pacific Ridge Capital Partners, LLC | 342K | $6.3M | +0.3% | 1.875% | 1.37% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 252K | $4.7M | -0.8% | 1.381% | 0.00% |
| 12 | KENNEDY CAPITAL MANAGEMENT, INC. | 243K | $4.5M | 0.0% | 1.333% | 0.10% |
| 13 | DIMENSIONAL FUND ADVISORS LP | 199K | $3.7M | +15.2% | 1.089% | 0.00% |
| 14 | STATE STREET CORP | 154K | $2.9M | +2.7% | 0.844% | 0.00% |
| 15 | MALTESE CAPITAL MANAGEMENT LLC | 134K | $2.5M | -20.0% | 0.735% | 0.49% |
| 16 | North Reef Capital Management LP | 128K | $2.4M | +3.5% | 0.702% | 0.08% |
| 17 | NORTHERN TRUST CORP | 120K | $2.2M | +3.0% | 0.656% | 0.00% |
| 18 | Elizabeth Park Capital Advisors, Ltd. | 111K | $2.1M | 0.0% | 0.606% | 1.58% |
| 19 | BANC FUNDS CO LLC | 96K | $1.8M | 0.0% | 0.523% | 0.33% |
| 20 | MORGAN STANLEY | 91K | $1.7M | -2.3% | 0.501% | 0.00% |
| 21 | RENAISSANCE TECHNOLOGIES LLC | 91K | $1.7M | -12.8% | 0.500% | 0.00% |
| 22 | GOLDMAN SACHS GROUP INC | 76K | $1.4M | +19.8% | 0.416% | 0.00% |
| 23 | VANGUARD PORTFOLIO MANAGEMENT LLC | 68K | $1.3M | — | 0.373% | 0.00% |
| 24 | VANGUARD FIDUCIARY TRUST CO | 64K | $1.2M | — | 0.353% | 0.00% |
| 25 | AMERICAN CENTURY COMPANIES INC | 60K | $1.1M | — | 0.331% | 0.00% |
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 USCB — a direct measure of their conviction.
Filings activity in USCB during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new USCB position in Q1 2026
Institutions that fully closed their USCB position in Q1 2026
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 | 87 | +0.0% | 52.93% | +2.40 pp | $189M | +4.7% |
| Q4 2025 | 87 | +8.8% | 50.53% | +1.84 pp | $180M | +3.8% |
| Q3 2025 | 80 | +9.6% | 48.69% | 9.65 pp | $174M | 17% |
| Q2 2025 | 73 | +5.8% | 58.34% | 7.06 pp | $208M | 11% |
| Q1 2025 | 69 | +3.0% | 65.40% | +4.42 pp | $233M | +7.2% |
| Q4 2024 | 67 | +1.5% | 60.98% | +10.11 pp | $218M | +20% |
| Q3 2024 | 66 | +10% | 50.87% | +10.94 pp | $182M | +27% |
| Q2 2024 | 60 | — | 39.93% | — | $143M | — |
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 USCB.
Quick answers to the most common questions about buying USCB stock.
Based on Q1 2026 13F filings, institutional ownership of USCB Financial Holdings, Inc. stands at 52.9%, held across 87 reporting institutions.
Patriot Financial Partners GP II, L.P. is the largest reported institutional holder of USCB, with approximately 1,856,286 shares worth $0.03B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of USCB, including RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for USCB is 59 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
11 institutions opened new positions in USCB during Q1 2026, while 11 fully exited. 48 added to existing positions and 26 trimmed.
USCB institutional ownership rose by 2.40 percentage points quarter-over-quarter, with a net change of +0 holders.
The top 10 institutions account for 74.1% of all reported 13F value in USCB, and the top 25 account for 92.6%.
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.