AVBC Institutional Ownership & Shareholders

AVIDIA BANCORP INC (AVBC) is currently held by 81 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $148.80M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

T. Rowe Price Investment Management, Inc. is currently the largest disclosed institutional shareholder of AVBC tracked by InsiderSet, reporting ownership valued at approximately $24.62M 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 $27.69M, representing an estimated gain of +12.48% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 71% of the total disclosed AVBC value among the investors covered in this analysis. Major shareholders include T. Rowe Price Investment Management, Inc., Blackrock, Inc., Vanguard Capital Management Llc, and several other long-term asset managers with concentrated positions in AVIDIA BANCORP INC (AVBC).

This page ranks the largest institutional AVBC 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

81

Total Reported Value

$148.80M

Largest Holder

T. Rowe Price Investment Management, Inc.

Largest Position

$24.62M

Insider Transactions (90d)

9

Latest Filing Quarter

Q2 2026

New Institutional Positions

100

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
T. Rowe Price Investment Management, Inc.0.02%1,172,953$24,621,000$27,693,420+$3,072,420+12.48%
Blackrock, Inc.0.00%1,151,670$24,173,554$27,190,929+$3,017,375+12.48%
Vanguard Capital Management Llc0.00%800,793$16,808,645$18,906,723+$2,098,078+12.48%
Fj Capital Management Llc1.35%497,258$10,437,445$11,740,261+$1,302,816+12.48%
Geode Capital Management, Llc0.00%442,624$9,292,757$10,450,353+$1,157,596+12.46%
State Street Corp0.00%251,299$5,274,766$5,933,169+$658,403+12.48%
Two Sigma Investments, Lp0.00%247,210$5,188,938$5,836,628+$647,690+12.48%
Hennessy Advisors Inc0.13%157,000$3,391,200$3,706,770+$315,570+9.31%
Morgan Stanley0.00%149,088$3,129,356$3,519,968+$390,612+12.48%
Marshall Wace, Llp0.00%146,200$3,068,738$3,451,782+$383,044+12.48%
Northern Trust Corp0.00%143,822$3,018,823$3,395,637+$376,814+12.48%
Vanguard Fiduciary Trust Co0.00%124,642$2,616,236$2,942,798+$326,562+12.48%
Vanguard Portfolio Management Llc0.00%123,123$2,584,352$2,906,934+$322,582+12.48%
Renaissance Technologies LLCJim Simons0.00%116,812$2,451,884$2,757,931+$306,047+12.48%
Goldman Sachs Group Inc0.00%109,562$2,299,707$2,586,759+$287,052+12.48%
Ancora Advisors Llc0.04%102,550$2,152,524$2,421,206+$268,682+12.48%
Commonwealth Equity Services, Llc0.00%87,239$1,884,350$2,059,713+$175,363+9.31%
White Pine Capital Llc0.49%90,693$1,783,931$2,141,262+$357,331+20.03%
Russell Investments Group, Ltd.0.00%66,077$1,386,964$1,560,078+$173,114+12.48%
Polaris Capital Management, Llc0.14%62,600$1,352,160$1,477,986+$125,826+9.31%
Charles Schwab Investment Management Inc0.00%60,567$1,271,301$1,429,987+$158,686+12.48%
Ironwood Investment Management Llc0.39%53,642$1,125,946$1,266,488+$140,542+12.48%
Bnp Paribas Financial Markets0.00%47,237$991,505$1,115,266+$123,761+12.48%
Bank Of New York Mellon Corp0.00%45,933$964,133$1,084,478+$120,345+12.48%
Trexquant Investment Lp0.01%45,006$944,676$1,062,592+$117,916+12.48%
Panagora Asset Management Inc0.00%44,696$938,169$1,055,273+$117,104+12.48%
Strs Ohio0.00%42,800$924,480$1,010,508+$86,028+9.31%
Jpmorgan Chase & Co0.00%37,847$800,464$893,568+$93,104+11.63%
Nuveen, Llc0.00%36,191$759,649$854,470+$94,821+12.48%
Gsa Capital Partners Llp0.05%35,205$739,000$831,190+$92,190+12.47%
Stilwell Value Llc0.42%35,000$734,650$826,350+$91,700+12.48%
Voleon Capital Management Lp0.01%34,782$730,074$821,203+$91,129+12.48%
Freestone Capital Holdings, Llc0.02%34,756$729,535$820,589+$91,054+12.48%
Bank Of America Corp0.00%33,494$703,039$790,793+$87,754+12.48%
Great Oak Capital Partners, Llc0.15%34,157$694,421$806,447+$112,026+16.13%
Arbiter Partners Capital ManagementPaul Isaac0.37%32,800$688,472$774,408+$85,936+12.48%
Oppenheimer & Close, Llc0.35%26,502$556,277$625,712+$69,435+12.48%
Millennium Management Llc0.00%22,689$476,242$535,687+$59,445+12.48%
Wells Fargo & Company/Mn0.00%22,314$468,379$526,834+$58,455+12.48%
Xtx Topco Ltd0.01%21,302$447,129$502,940+$55,811+12.48%
Ubs Group Ag0.00%19,787$415,329$467,171+$51,842+12.48%
Citadel Advisors Llc0.00%17,940$376,561$423,563+$47,002+12.48%
Deutsche Bank Ag\0.00%17,880$375,301$422,147+$46,846+12.48%
Rhumbline Advisers0.00%16,991$356,636$401,158+$44,522+12.48%
Engineers Gate Manager Lp0.00%15,420$323,666$364,066+$40,400+12.48%
Price T Rowe Associates Inc0.00%15,246$321,000$359,958+$38,958+12.14%
Occudo Quantitative Strategies Lp0.02%14,911$312,982$352,049+$39,067+12.48%
American Century Companies Inc0.00%13,432$281,938$317,130+$35,192+12.48%
Jane Street Group, Llc0.00%13,160$276,228$310,708+$34,480+12.48%
Rockland Trust Co0.01%12,646$273,154$298,572+$25,418+9.31%
Showing 50 of 81

Frequently asked questions about AVBC

  • Who are the largest institutional holders of AVBC?

    The largest institutional holders of AVBC reported in the latest SEC Form 13F filings include T. Rowe Price Investment Management, Inc., Blackrock, Inc., Vanguard Capital Management Llc, Fj Capital Management Llc, and Geode Capital Management, Llc. InsiderSet ranks institutional holders by their latest reported AVBC position.

  • What is AVBC institutional ownership?

    This page tracks AVBC positions reported by institutional investment managers through SEC Form 13F. AVIDIA BANCORP INC (AVBC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own AVBC?

    InsiderSet currently tracks 81 institutional managers reporting AVBC 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 AVBC shareholders.

  • How much AVBC stock do institutions own?

    Institutional investment managers disclosed approximately $148.80M in AVBC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was AVBC institutional ownership last updated?

    The latest AVBC 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 AVBC 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 AVBC position after the reporting date.

  • Are institutions buying or selling AVBC?

    Institutional buying and selling can be analyzed by comparing AVBC positions across consecutive 13F reporting periods. InsiderSet's AVBC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AVBC ownership changes.

  • How has AVBC institutional ownership changed over time?

    InsiderSet tracks AVBC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.