AVBH Institutional Ownership & Shareholders
Avidbank Holdings, Inc. (AVBH) is currently held by 91 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $291.19M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Patriot Financial Partners Gp Ii, L.P. is currently the largest disclosed institutional shareholder of AVBH tracked by InsiderSet, reporting ownership valued at approximately $34.71M 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 $35.86M, representing an estimated gain of +3.30% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% of the total disclosed AVBH value among the investors covered in this analysis. Major shareholders include Patriot Financial Partners Gp Ii, L.P., Alliancebernstein L.P., Fourthstone Llc, and several other long-term asset managers with concentrated positions in Avidbank Holdings, Inc. (AVBH).
This page ranks the largest institutional AVBH 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
91
Total Reported Value
$291.19M
Largest Holder
Patriot Financial Partners Gp Ii, L.P.
Largest Position
$34.71M
Insider Transactions (90d)
12
Latest Filing Quarter
Q2 2026
New Institutional Positions
114
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Patriot Financial Partners Gp Ii, L.P. | 8.87% | 1,050,918 | $34,711,822 | $35,857,322 | +$1,145,500 | +3.30% | |
| Alliancebernstein L.P. | 0.01% | 883,421 | $25,177,499 | $30,142,325 | +$4,964,826 | +19.72% | |
| Fourthstone Llc | 16.48% | 700,818 | $23,148,019 | $23,911,910 | +$763,891 | +3.30% | |
| Banc Funds Co Llc | 3.64% | 668,100 | $22,067,343 | $22,795,572 | +$728,229 | +3.30% | |
| Endeavour Capital Advisors Inc | 4.46% | 658,705 | $21,757,026 | $22,475,015 | +$717,989 | +3.30% | |
| Blackrock, Inc. | 0.00% | 591,284 | $19,530,111 | $20,174,610 | +$644,499 | +3.30% | |
| Adage Capital Partners Gp, L.L.C. | 0.02% | 493,139 | $16,288,381 | $16,825,903 | +$537,522 | +3.30% | |
| Manufacturers Life Insurance Company, The | 0.01% | 372,756 | $12,312,131 | $12,718,435 | +$406,304 | +3.30% | |
| Vanguard Capital Management Llc | 0.00% | 362,951 | $11,988,272 | $12,383,888 | +$395,616 | +3.30% | |
| Wellington Management Group Llp | 0.00% | 308,439 | $10,187,740 | $10,523,939 | +$336,199 | +3.30% | |
| First Eagle U.S. Value | Jean-Marie Eveillard | 0.02% | 284,040 | $9,381,841 | $9,691,445 | +$309,604 | +3.30% |
| Two Sigma Investments, Lp | 0.01% | 262,300 | $8,663,769 | $8,949,676 | +$285,907 | +3.30% | |
| Geode Capital Management, Llc | 0.00% | 214,083 | $7,072,390 | $7,304,512 | +$232,122 | +3.28% | |
| Mendon Capital Advisors Corp | 2.23% | 190,858 | $6,304,039 | $6,512,075 | +$208,036 | +3.30% | |
| Curi Capital, Llc | 0.09% | 181,347 | $5,989,892 | $6,187,560 | +$197,668 | +3.30% | |
| State Street Corp | 0.00% | 137,422 | $4,539,049 | $4,688,839 | +$149,790 | +3.30% | |
| Morgan Stanley | 0.00% | 127,191 | $4,201,118 | $4,339,757 | +$138,639 | +3.30% | |
| Ejf Capital Lp | 2.42% | 109,350 | $3,611,831 | $3,731,022 | +$119,191 | +3.30% | |
| Citadel Advisors Llc | 0.00% | 84,833 | $2,802,034 | $2,894,502 | +$92,468 | +3.30% | |
| Ubs Group Ag | 0.00% | 80,778 | $2,668,097 | $2,756,145 | +$88,048 | +3.30% | |
| Maltese Capital Management Llc | 0.48% | 80,000 | $2,642,400 | $2,729,600 | +$87,200 | +3.30% | |
| Jacobs Asset Management, Llc | 1.79% | 71,915 | $2,375,352 | $2,453,740 | +$78,388 | +3.30% | |
| Northern Trust Corp | 0.00% | 67,599 | $2,232,795 | $2,306,478 | +$73,683 | +3.30% | |
| Vanguard Portfolio Management Llc | 0.00% | 62,267 | $2,056,679 | $2,124,550 | +$67,871 | +3.30% | |
| Elizabeth Park Capital Advisors, Ltd. | 1.40% | 61,551 | $2,033,030 | $2,100,120 | +$67,090 | +3.30% | |
| Qube Research & Technologies Ltd | 0.00% | 59,798 | $1,975,128 | $2,040,308 | +$65,180 | +3.30% | |
| Jpmorgan Chase & Co | 0.00% | 58,709 | $1,919,198 | $2,003,151 | +$83,953 | +4.37% | |
| Vanguard Fiduciary Trust Co | 0.00% | 49,536 | $1,636,174 | $1,690,168 | +$53,994 | +3.30% | |
| Bnp Paribas Financial Markets | 0.00% | 46,218 | $1,526,581 | $1,576,958 | +$50,377 | +3.30% | |
| Composition Wealth, Llc | 0.02% | 44,200 | $1,459,926 | $1,508,104 | +$48,178 | +3.30% | |
| Goldman Sachs Group Inc | 0.00% | 42,760 | $1,412,363 | $1,458,971 | +$46,608 | +3.30% | |
| Point72 Asset Management, L.P. | 0.00% | 37,305 | $1,232,184 | $1,272,847 | +$40,663 | +3.30% | |
| Trexquant Investment Lp | 0.01% | 34,738 | $1,147,396 | $1,185,261 | +$37,865 | +3.30% | |
| Focus Partners Wealth | 0.00% | 33,336 | $1,101,088 | $1,137,424 | +$36,336 | +3.30% | |
| Y-Intercept (Hong Kong) Ltd | 0.02% | 29,674 | $919,449 | $1,012,477 | +$93,028 | +10.12% | |
| Voleon Capital Management Lp | 0.02% | 27,629 | $912,586 | $942,701 | +$30,115 | +3.30% | |
| Charles Schwab Investment Management Inc | 0.00% | 25,951 | $857,162 | $885,448 | +$28,286 | +3.30% | |
| Bank Of New York Mellon Corp | 0.00% | 23,556 | $778,055 | $803,731 | +$25,676 | +3.30% | |
| Occudo Quantitative Strategies Lp | 0.04% | 20,470 | $676,124 | $698,436 | +$22,312 | +3.30% | |
| American Century Companies Inc | 0.00% | 18,917 | $624,829 | $645,448 | +$20,619 | +3.30% | |
| Millennium Management Llc | 0.00% | 16,176 | $534,293 | $551,925 | +$17,632 | +3.30% | |
| Xtx Topco Ltd | 0.01% | 15,711 | $518,934 | $536,059 | +$17,125 | +3.30% | |
| State Of Wisconsin Investment Board | 0.00% | 15,282 | $504,764 | $521,422 | +$16,658 | +3.30% | |
| Squarepoint Ops Llc | 0.00% | 13,286 | $438,837 | $453,318 | +$14,481 | +3.30% | |
| Jacobs Levy Equity Management, Inc | 0.00% | 13,270 | $438,308 | $452,772 | +$14,464 | +3.30% | |
| Bank Of America Corp | 0.00% | 13,157 | $434,576 | $448,917 | +$14,341 | +3.30% | |
| Bridgeway Capital Management, Llc | 0.01% | 12,500 | $412,875 | $426,500 | +$13,625 | +3.30% | |
| Nuveen, Llc | 0.00% | 12,396 | $409,440 | $422,952 | +$13,512 | +3.30% | |
| Quadrature Capital Ltd | 0.00% | 12,339 | $407,557 | $421,007 | +$13,450 | +3.30% | |
| Schonfeld Strategic Advisors Llc | 0.00% | 11,787 | $389,323 | $402,172 | +$12,849 | +3.30% |
Frequently asked questions about AVBH
Who are the largest institutional holders of AVBH?
The largest institutional holders of AVBH reported in the latest SEC Form 13F filings include Patriot Financial Partners Gp Ii, L.P., Alliancebernstein L.P., Fourthstone Llc, Banc Funds Co Llc, and Endeavour Capital Advisors Inc. InsiderSet ranks institutional holders by their latest reported AVBH position.
What is AVBH institutional ownership?
This page tracks AVBH positions reported by institutional investment managers through SEC Form 13F. Avidbank Holdings, Inc. (AVBH) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AVBH?
InsiderSet currently tracks 91 institutional managers reporting AVBH 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 AVBH shareholders.
How much AVBH stock do institutions own?
Institutional investment managers disclosed approximately $291.19M in AVBH holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AVBH institutional ownership last updated?
The latest AVBH 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 AVBH 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 AVBH position after the reporting date.
Are institutions buying or selling AVBH?
Institutional buying and selling can be analyzed by comparing AVBH positions across consecutive 13F reporting periods. InsiderSet's AVBH Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AVBH ownership changes.
How has AVBH institutional ownership changed over time?
InsiderSet tracks AVBH institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.