PEBK Institutional Ownership & Shareholders

PEOPLES BANCORP OF NC (PEBK) is currently held by 84 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $109.51M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Wellington Management Group Llp is currently the largest disclosed institutional shareholder of PEBK tracked by InsiderSet, reporting ownership valued at approximately $17.95M 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 $18.15M, representing an estimated gain of +1.14% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 69% of the total disclosed PEBK value among the investors covered in this analysis. Major shareholders include Wellington Management Group Llp, Blackrock, Inc., Gendell Jeffrey L, and several other long-term asset managers with concentrated positions in PEOPLES BANCORP OF NC (PEBK).

This page ranks the largest institutional PEBK 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

84

Total Reported Value

$109.51M

Largest Holder

Wellington Management Group Llp

Largest Position

$17.95M

Insider Transactions (90d)

12

Latest Filing Quarter

Q2 2026

New Institutional Positions

99

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Wellington Management Group Llp0.00%416,584$17,950,605$18,154,731+$204,126+1.14%
Blackrock, Inc.0.00%311,532$13,423,913$13,576,565+$152,652+1.14%
Gendell Jeffrey L0.08%217,763$9,383,408$9,490,112+$106,704+1.14%
Vanguard Capital Management Llc0.00%199,237$8,585,122$8,682,748+$97,626+1.14%
Dimensional Fund Advisors Lp0.00%186,063$8,017,592$8,108,626+$91,034+1.14%
Geode Capital Management, Llc0.00%117,517$5,065,627$5,121,391+$55,764+1.10%
Bridgeway Capital Management, Llc0.06%83,863$3,613,657$3,654,750+$41,093+1.14%
American Century Companies Inc0.00%77,656$3,346,197$3,384,248+$38,051+1.14%
Arrowstreet Capital, Limited Partnership0.00%77,089$3,321,765$3,359,539+$37,774+1.14%
State Street Corp0.00%64,326$2,771,807$2,803,327+$31,520+1.14%
Maltese Capital Management Llc0.43%55,000$2,369,950$2,396,900+$26,950+1.14%
Citadel Advisors Llc0.00%41,794$1,800,903$1,821,383+$20,480+1.14%
Northern Trust Corp0.00%39,453$1,700,030$1,719,362+$19,332+1.14%
Empowered Funds, Llc0.01%38,000$1,637,420$1,656,040+$18,620+1.14%
Acadian Asset Management Llc0.00%37,313$1,603,000$1,626,101+$23,101+1.44%
Pinnacle Holdings, Llc0.46%34,889$1,503,367$1,520,463+$17,096+1.14%
Amg National Trust Bank0.03%33,252$1,432,829$1,449,122+$16,293+1.14%
Renaissance Technologies LLCJim Simons0.00%32,807$1,413,654$1,429,729+$16,075+1.14%
Vanguard Fiduciary Trust Co0.00%31,673$1,364,790$1,380,309+$15,519+1.14%
Vanguard Portfolio Management Llc0.00%30,542$1,316,055$1,331,020+$14,965+1.14%
Martingale Asset Management L P0.03%29,124$1,254,954$1,269,224+$14,270+1.14%
Ubs Group Ag0.00%28,953$1,247,585$1,261,772+$14,187+1.14%
Holdco Asset Management, Lp0.07%25,284$1,089,488$1,101,877+$12,389+1.14%
Nuveen, Llc0.00%24,606$1,060,272$1,072,329+$12,057+1.14%
Panagora Asset Management Inc0.00%22,849$984,563$995,759+$11,196+1.14%
De Lisle Partners Llp0.10%21,461$924,754$935,270+$10,516+1.14%
Hrt Financial Lp0.00%19,298$831,000$841,007+$10,007+1.20%
Trexquant Investment Lp0.00%17,941$773,078$781,869+$8,791+1.14%
Goldman Sachs Group Inc0.00%16,126$694,870$702,771+$7,901+1.14%
Aqr Capital Management Llc0.00%14,716$634,113$641,323+$7,210+1.14%
Morgan Stanley0.00%13,372$576,202$582,752+$6,550+1.14%
Charles Schwab Investment Management Inc0.00%12,896$555,689$562,008+$6,319+1.14%
Lpl Financial Llc0.00%12,603$543,055$549,239+$6,184+1.14%
Sg Americas Securities, Llc0.00%12,048$519,000$525,052+$6,052+1.17%
Bank Of New York Mellon Corp0.00%10,608$457,119$462,297+$5,178+1.13%
Los Angeles Capital Management Llc0.00%10,222$440,465$445,475+$5,010+1.14%
Xtx Topco Ltd0.01%9,172$395,221$399,716+$4,495+1.14%
O'Shaughnessy Asset Management, Llc0.00%8,947$385,526$389,910+$4,384+1.14%
Flywheel Private Wealth Llc0.17%7,790$335,671$339,488+$3,817+1.14%
Ritholtz Wealth Management0.00%7,296$314,371$317,960+$3,589+1.14%
Occudo Quantitative Strategies Lp0.02%6,954$299,648$303,055+$3,407+1.14%
Hsbc Holdings Plc0.00%6,673$287,406$290,809+$3,403+1.18%
Thrivent Financial For Lutherans0.00%6,114$263,000$266,448+$3,448+1.31%
First Trust Advisors Lp0.00%5,814$250,525$253,374+$2,849+1.14%
Jump Financial, Llc0.00%5,700$245,613$248,406+$2,793+1.14%
Point72 Asset Management, L.P.0.00%5,647$243,329$246,096+$2,767+1.14%
Rhumbline Advisers0.00%5,362$231,043$233,676+$2,633+1.14%
Gts Securities Llc0.00%5,085$219,113$221,604+$2,491+1.14%
Algert Global Llc0.00%4,660$200,799$203,083+$2,284+1.14%
Deutsche Bank Ag\0.00%4,418$190,372$192,536+$2,164+1.14%
Showing 50 of 84

Frequently asked questions about PEBK

  • Who are the largest institutional holders of PEBK?

    The largest institutional holders of PEBK reported in the latest SEC Form 13F filings include Wellington Management Group Llp, Blackrock, Inc., Gendell Jeffrey L, Vanguard Capital Management Llc, and Dimensional Fund Advisors Lp. InsiderSet ranks institutional holders by their latest reported PEBK position.

  • What is PEBK institutional ownership?

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

  • How many institutions own PEBK?

    InsiderSet currently tracks 84 institutional managers reporting PEBK 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 PEBK shareholders.

  • How much PEBK stock do institutions own?

    Institutional investment managers disclosed approximately $109.51M in PEBK holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was PEBK institutional ownership last updated?

    The latest PEBK 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 PEBK 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 PEBK position after the reporting date.

  • Are institutions buying or selling PEBK?

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

  • How has PEBK institutional ownership changed over time?

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