SBC Institutional Ownership & Shareholders
SBC MEDICAL GROUP HOLDINGS I (SBC) is currently held by 56 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $13.63M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lumbard & Kellner, Llc is currently the largest disclosed institutional shareholder of SBC tracked by InsiderSet, reporting ownership valued at approximately $5.32M 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 $9.11M, representing an estimated gain of +71.27% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 88% of the total disclosed SBC value among the investors covered in this analysis. Major shareholders include Lumbard & Kellner, Llc, Blackrock, Inc., Geode Capital Management, Llc, and several other long-term asset managers with concentrated positions in SBC MEDICAL GROUP HOLDINGS I (SBC).
This page ranks the largest institutional SBC 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
56
Total Reported Value
$13.63M
Largest Holder
Lumbard & Kellner, Llc
Largest Position
$5.32M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
67
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lumbard & Kellner, Llc | 1.61% | 1,727,208 | $5,319,801 | $9,111,022 | +$3,791,221 | +71.27% | |
| Blackrock, Inc. | 0.00% | 924,002 | $2,845,925 | $4,874,111 | +$2,028,186 | +71.27% | |
| Geode Capital Management, Llc | 0.00% | 427,864 | $1,318,072 | $2,256,983 | +$938,911 | +71.23% | |
| Citadel Advisors Llc | 0.00% | 144,718 | $445,731 | $763,387 | +$317,656 | +71.27% | |
| Vanguard Capital Management Llc | 0.00% | 135,783 | $418,212 | $716,255 | +$298,043 | +71.27% | |
| Northern Trust Corp | 0.00% | 131,204 | $404,108 | $692,101 | +$287,993 | +71.27% | |
| Vanguard Portfolio Management Llc | 0.00% | 128,295 | $395,149 | $676,756 | +$281,607 | +71.27% | |
| Hillsdale Investment Management Inc. | 0.01% | 124,800 | $384,384 | $658,320 | +$273,936 | +71.27% | |
| Segall Bryant & Hamill, Llc | 0.00% | 81,307 | $250,426 | $428,894 | +$178,468 | +71.27% | |
| Sbi Securities Co., Ltd. | 0.01% | 48,913 | $241,630 | $258,016 | +$16,386 | +6.78% | |
| Vanguard Fiduciary Trust Co | 0.00% | 66,281 | $204,145 | $349,632 | +$145,487 | +71.27% | |
| State Street Corp | 0.00% | 49,239 | $151,656 | $259,736 | +$108,080 | +71.27% | |
| Charles Schwab Investment Management Inc | 0.00% | 46,855 | $144,313 | $247,160 | +$102,847 | +71.27% | |
| Williams & Novak, Llc | 0.08% | 26,330 | $130,070 | $138,891 | +$8,821 | +6.78% | |
| Mariner, Llc | 0.00% | 33,747 | $103,941 | $178,015 | +$74,074 | +71.27% | |
| Bank Of New York Mellon Corp | 0.00% | 26,991 | $83,132 | $142,378 | +$59,246 | +71.27% | |
| Nuveen, Llc | 0.00% | 25,381 | $78,173 | $133,885 | +$55,712 | +71.27% | |
| Aqr Capital Management Llc | 0.00% | 24,098 | $74,222 | $127,117 | +$52,895 | +71.27% | |
| Two Sigma Securities, Llc | 0.01% | 21,487 | $66,180 | $113,344 | +$47,164 | +71.27% | |
| Deutsche Bank Ag\ | 0.00% | 18,783 | $57,852 | $99,080 | +$41,228 | +71.27% | |
| New York State Common Retirement Fund | 0.00% | 17,000 | $52,360 | $89,675 | +$37,315 | +71.27% | |
| Wells Fargo & Company/Mn | 0.00% | 16,118 | $49,643 | $85,022 | +$35,379 | +71.27% | |
| Nisa Investment Advisors, Llc | 0.00% | 7,254 | $35,835 | $38,265 | +$2,430 | +6.78% | |
| Bank Of America Corp | 0.00% | 11,417 | $35,165 | $60,225 | +$25,060 | +71.26% | |
| Price T Rowe Associates Inc | 0.00% | 11,138 | $35,000 | $58,753 | +$23,753 | +67.87% | |
| Fmr Llc | 0.00% | 10,779 | $33,199 | $56,859 | +$23,660 | +71.27% | |
| Rhumbline Advisers | 0.00% | 10,731 | $33,046 | $56,606 | +$23,560 | +71.29% | |
| Morgan Stanley | 0.00% | 10,347 | $31,869 | $54,580 | +$22,711 | +71.26% | |
| Citigroup Inc | 0.00% | 8,930 | $27,505 | $47,106 | +$19,601 | +71.26% | |
| Mirae Asset Global Etfs Holdings Ltd. | 0.00% | 8,861 | $27,292 | $46,742 | +$19,450 | +71.27% | |
| Vanguard Global Advisers, Llc | 0.00% | 8,557 | $26,356 | $45,138 | +$18,782 | +71.26% | |
| Jpmorgan Chase & Co | 0.00% | 8,151 | $25,676 | $42,997 | +$17,321 | +67.46% | |
| Bnp Paribas Financial Markets | 0.00% | 5,368 | $16,533 | $28,316 | +$11,783 | +71.27% | |
| Ubs Group Ag | 0.00% | 4,917 | $15,144 | $25,937 | +$10,793 | +71.27% | |
| Russell Investments Group, Ltd. | 0.00% | 4,329 | $13,333 | $22,835 | +$9,502 | +71.27% | |
| Tower Research Capital Llc (Trc) | 0.00% | 3,901 | $12,015 | $20,578 | +$8,563 | +71.27% | |
| Barclays Plc | 0.00% | 3,699 | $11,394 | $19,512 | +$8,118 | +71.25% | |
| Royal Bank Of Canada | 0.00% | 2,826 | $9,000 | $14,907 | +$5,907 | +65.64% | |
| Legal & General Group Plc | 0.00% | 2,086 | $6,435 | $11,004 | +$4,569 | +71.00% | |
| Farther Finance Advisors, Llc | 0.00% | 779 | $3,848 | $4,109 | +$261 | +6.79% | |
| Cwm, Llc | 0.00% | 738 | $3,085 | $3,893 | +$808 | +26.19% | |
| Sterling Capital Management Llc | 0.00% | 375 | $1,853 | $1,978 | +$125 | +6.75% | |
| Ameritas Investment Partners, Inc. | 0.00% | 577 | $1,777 | $3,044 | +$1,267 | +71.28% | |
| Sjs Investment Consulting Inc. | 0.00% | 121 | $598 | $638 | +$40 | +6.73% | |
| Arax Advisory Partners | 0.00% | 187 | $576 | $986 | +$410 | +71.25% | |
| California State Teachers Retirement System | 0.00% | 158 | $487 | $833 | +$346 | +71.14% | |
| Allworth Financial Lp | 0.00% | 44 | $136 | $232 | +$96 | +70.66% | |
| Ifp Advisors, Inc | 0.00% | 20 | $99 | $106 | +$7 | +6.57% | |
| Pnc Financial Services Group, Inc. | 0.00% | 25 | $77 | $132 | +$55 | +71.27% | |
| Essential Partners Llc | 0.00% | 14 | $69 | $74 | +$5 | +7.03% |
Frequently asked questions about SBC
Who are the largest institutional holders of SBC?
The largest institutional holders of SBC reported in the latest SEC Form 13F filings include Lumbard & Kellner, Llc, Blackrock, Inc., Geode Capital Management, Llc, Citadel Advisors Llc, and Vanguard Capital Management Llc. InsiderSet ranks institutional holders by their latest reported SBC position.
What is SBC institutional ownership?
This page tracks SBC positions reported by institutional investment managers through SEC Form 13F. SBC MEDICAL GROUP HOLDINGS I (SBC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SBC?
InsiderSet currently tracks 56 institutional managers reporting SBC 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 SBC shareholders.
How much SBC stock do institutions own?
Institutional investment managers disclosed approximately $13.63M in SBC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SBC institutional ownership last updated?
The latest SBC 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 SBC 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 SBC position after the reporting date.
Are institutions buying or selling SBC?
Institutional buying and selling can be analyzed by comparing SBC positions across consecutive 13F reporting periods. InsiderSet's SBC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SBC ownership changes.
How has SBC institutional ownership changed over time?
InsiderSet tracks SBC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.