AUBN Institutional Ownership & Shareholders
AUBURN NATL BANCORPORATION (AUBN) is currently held by 25 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $10.48M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of AUBN tracked by InsiderSet, reporting ownership valued at approximately $1.37M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.30M, representing an estimated loss of -4.77% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 78% of the total disclosed AUBN value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Truffle Hound Capital, Llc, Dimensional Fund Advisors Lp, and several other long-term asset managers with concentrated positions in AUBURN NATL BANCORPORATION (AUBN).
This page ranks the largest institutional AUBN shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
25
Total Reported Value
$10.48M
Largest Holder
Lpl Financial Llc
Largest Position
$1.37M
Insider Transactions (90d)
8
Latest Filing Quarter
Q2 2026
New Institutional Positions
32
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.00% | 50,573 | $1,367,490 | $1,302,255 | -$65,235 | -4.77% | |
| Truffle Hound Capital, Llc | 0.85% | 50,000 | $1,352,000 | $1,287,500 | -$64,500 | -4.77% | |
| Dimensional Fund Advisors Lp | 0.00% | 41,973 | $1,134,949 | $1,080,805 | -$54,144 | -4.77% | |
| Bridgeway Capital Management, Llc | 0.02% | 33,211 | $898,025 | $855,183 | -$42,842 | -4.77% | |
| Geode Capital Management, Llc | 0.00% | 25,733 | $696,000 | $662,625 | -$33,375 | -4.80% | |
| Vanguard Capital Management Llc | 0.00% | 25,447 | $688,087 | $655,260 | -$32,827 | -4.77% | |
| Aptus Capital Advisors, Llc | 0.00% | 20,330 | $549,723 | $523,498 | -$26,226 | -4.77% | |
| Truist Financial Corp | 0.00% | 19,553 | $513,266 | $503,490 | -$9,776 | -1.90% | |
| Captrust Financial Advisors | 0.00% | 18,945 | $512,272 | $487,834 | -$24,438 | -4.77% | |
| Fourthstone Llc | 0.34% | 17,806 | $481,474 | $458,505 | -$22,970 | -4.77% | |
| Empowered Funds, Llc | 0.00% | 17,711 | $478,905 | $456,058 | -$22,847 | -4.77% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 16,309 | $440,995 | $419,957 | -$21,038 | -4.77% |
| Vanguard Fiduciary Trust Co | 0.00% | 12,111 | $327,481 | $311,858 | -$15,623 | -4.77% | |
| Jamison Private Wealth Management, Inc. | 0.03% | 11,956 | $313,834 | $307,867 | -$5,967 | -1.90% | |
| Blackrock, Inc. | 0.00% | 10,344 | $279,701 | $266,358 | -$13,343 | -4.77% | |
| Rbf Capital, Llc | 0.01% | 10,000 | $270,400 | $257,500 | -$12,900 | -4.77% | |
| Morgan Stanley | 0.00% | 3,877 | $104,835 | $99,833 | -$5,002 | -4.77% | |
| Osaic Holdings, Inc. | 0.00% | 1,301 | $35,175 | $33,501 | -$1,674 | -4.76% | |
| Vanguard Global Advisers, Llc | 0.00% | 964 | $26,067 | $24,823 | -$1,244 | -4.77% | |
| Blue Trust, Inc. | 0.00% | 98 | $2,573 | $2,524 | -$50 | -1.92% | |
| Tower Research Capital Llc (Trc) | 0.00% | 32 | $865 | $824 | -$41 | -4.74% | |
| Jpmorgan Chase & Co | 0.00% | 14 | $396 | $361 | -$36 | -8.96% | |
| Ubs Group Ag | 0.00% | 13 | $352 | $335 | -$17 | -4.90% | |
| Barclays Plc | 0.00% | 5 | $135 | $129 | -$6 | -4.63% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $14 | $26 | +$12 | +83.93% |
Frequently asked questions about AUBN
Who are the largest institutional holders of AUBN?
The largest institutional holders of AUBN reported in the latest SEC Form 13F filings include Lpl Financial Llc, Truffle Hound Capital, Llc, Dimensional Fund Advisors Lp, Bridgeway Capital Management, Llc, and Geode Capital Management, Llc. InsiderSet ranks institutional holders by their latest reported AUBN position.
What is AUBN institutional ownership?
This page tracks AUBN positions reported by institutional investment managers through SEC Form 13F. AUBURN NATL BANCORPORATION (AUBN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AUBN?
InsiderSet currently tracks 25 institutional managers reporting AUBN holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of AUBN shareholders.
How much AUBN stock do institutions own?
Institutional investment managers disclosed approximately $10.48M in AUBN holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AUBN institutional ownership last updated?
The latest AUBN institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional AUBN holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its AUBN position after the reporting date.
Are institutions buying or selling AUBN?
Institutional buying and selling can be analyzed by comparing AUBN positions across consecutive 13F reporting periods. InsiderSet's AUBN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AUBN ownership changes.
How has AUBN institutional ownership changed over time?
InsiderSet tracks AUBN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.