SBFG Institutional Ownership & Shareholders
SB FINANCIAL GROUP INC (SBFG) is currently held by 70 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $81.14M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Manufacturers Life Insurance Company, The is currently the largest disclosed institutional shareholder of SBFG tracked by InsiderSet, reporting ownership valued at approximately $11.82M 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 $14.45M, representing an estimated gain of +22.24% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% of the total disclosed SBFG value among the investors covered in this analysis. Major shareholders include Manufacturers Life Insurance Company, The, Cutler Capital Management, Llc, Vanguard Capital Management Llc, and several other long-term asset managers with concentrated positions in SB FINANCIAL GROUP INC (SBFG).
This page ranks the largest institutional SBFG 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
70
Total Reported Value
$81.14M
Largest Holder
Manufacturers Life Insurance Company, The
Largest Position
$11.82M
Insider Transactions (90d)
1
Latest Filing Quarter
Q2 2026
New Institutional Positions
93
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 0.01% | 467,892 | $11,823,631 | $14,453,184 | +$2,629,553 | +22.24% | |
| Cutler Capital Management, Llc | 2.55% | 387,852 | $9,801,014 | $11,980,748 | +$2,179,734 | +22.24% | |
| Vanguard Capital Management Llc | 0.00% | 253,928 | $6,416,761 | $7,843,836 | +$1,427,075 | +22.24% | |
| Strategic Value Bank Partners Llc | 4.31% | 243,628 | $6,156,480 | $7,525,669 | +$1,369,189 | +22.24% | |
| Ameriprise Financial Inc | 0.00% | 241,463 | $6,101,770 | $7,458,792 | +$1,357,022 | +22.24% | |
| Dimensional Fund Advisors Lp | 0.00% | 202,631 | $5,119,880 | $6,259,272 | +$1,139,392 | +22.25% | |
| Blackrock, Inc. | 0.00% | 158,817 | $4,013,306 | $4,905,857 | +$892,551 | +22.24% | |
| Pinnacle Holdings, Llc | 1.22% | 156,598 | $3,957,224 | $4,837,312 | +$880,088 | +22.24% | |
| Truffle Hound Capital, Llc | 1.44% | 90,373 | $2,283,726 | $2,791,622 | +$507,896 | +22.24% | |
| Bridgeway Capital Management, Llc | 0.04% | 81,511 | $2,059,783 | $2,517,875 | +$458,092 | +22.24% | |
| Geode Capital Management, Llc | 0.00% | 71,130 | $1,797,982 | $2,197,206 | +$399,224 | +22.20% | |
| Goldman Sachs Group Inc | 0.00% | 58,053 | $1,466,999 | $1,793,257 | +$326,258 | +22.24% | |
| Marshall Wace, Llp | 0.00% | 57,913 | $1,463,462 | $1,788,933 | +$325,471 | +22.24% | |
| Arrowstreet Capital, Limited Partnership | 0.00% | 48,869 | $1,234,920 | $1,509,563 | +$274,643 | +22.24% | |
| Gendell Jeffrey L | 0.01% | 46,286 | $1,169,647 | $1,429,775 | +$260,128 | +22.24% | |
| Empowered Funds, Llc | 0.01% | 46,021 | $1,162,951 | $1,421,589 | +$258,638 | +22.24% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 39,846 | $1,006,908 | $1,230,843 | +$223,935 | +22.24% |
| Hsbc Holdings Plc | 0.00% | 38,138 | $927,516 | $1,178,083 | +$250,567 | +27.01% | |
| First Manhattan Co. Llc. | 0.00% | 35,627 | $900,294 | $1,100,518 | +$200,224 | +22.24% | |
| Vanguard Fiduciary Trust Co | 0.00% | 35,570 | $898,854 | $1,098,757 | +$199,903 | +22.24% | |
| Pl Capital Advisors, Llc | 0.23% | 33,101 | $836,462 | $1,022,490 | +$186,028 | +22.24% | |
| Morgan Stanley | 0.00% | 29,488 | $745,165 | $910,884 | +$165,719 | +22.24% | |
| Barclays Plc | 0.00% | 27,374 | $691,741 | $845,583 | +$153,842 | +22.24% | |
| Venture Visionary Partners Llc | 0.02% | 24,069 | $688,625 | $743,491 | +$54,866 | +7.97% | |
| Petiole Usa Ltd | 0.48% | 26,437 | $668,063 | $816,639 | +$148,576 | +22.24% | |
| Citadel Advisors Llc | 0.00% | 25,775 | $651,334 | $796,190 | +$144,856 | +22.24% | |
| Valmark Advisers, Inc. | 0.01% | 23,083 | $583,313 | $713,034 | +$129,721 | +22.24% | |
| Millennium Management Llc | 0.00% | 22,519 | $569,055 | $695,612 | +$126,557 | +22.24% | |
| State Street Corp | 0.00% | 21,950 | $554,677 | $678,036 | +$123,359 | +22.24% | |
| Princeton Capital Management Llc | 0.11% | 18,408 | $526,653 | $568,623 | +$41,970 | +7.97% | |
| Aqr Capital Management Llc | 0.00% | 19,460 | $491,756 | $601,119 | +$109,363 | +22.24% | |
| Acadian Asset Management Llc | 0.00% | 19,419 | $485,000 | $599,853 | +$114,853 | +23.68% | |
| Alliancebernstein L.P. | 0.00% | 21,615 | $453,915 | $667,687 | +$213,772 | +47.10% | |
| Northern Trust Corp | 0.00% | 13,885 | $350,874 | $428,908 | +$78,034 | +22.24% | |
| Bank Of America Corp | 0.00% | 13,762 | $347,766 | $425,108 | +$77,342 | +22.24% | |
| Ubs Group Ag | 0.00% | 12,664 | $320,019 | $391,191 | +$71,172 | +22.24% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 11,436 | $288,988 | $353,258 | +$64,270 | +22.24% | |
| Quadrature Capital Ltd | 0.00% | 11,059 | $279,461 | $341,613 | +$62,152 | +22.24% | |
| Qube Research & Technologies Ltd | 0.00% | 9,921 | $250,704 | $306,460 | +$55,756 | +22.24% | |
| Jane Street Group, Llc | 0.00% | 9,813 | $247,974 | $303,124 | +$55,150 | +22.24% | |
| Squarepoint Ops Llc | 0.00% | 8,812 | $222,679 | $272,203 | +$49,524 | +22.24% | |
| Globeflex Capital L P | 0.02% | 7,085 | $179,038 | $218,856 | +$39,818 | +22.24% | |
| Aster Capital Management (Difc) Ltd | 0.04% | 6,798 | $171,785 | $209,990 | +$38,205 | +22.24% | |
| Lsv Asset Management | 0.00% | 5,904 | $149,000 | $182,375 | +$33,375 | +22.40% | |
| Sjs Investment Consulting Inc. | 0.01% | 3,794 | $108,547 | $117,197 | +$8,650 | +7.97% | |
| Farther Finance Advisors, Llc | 0.00% | 2,714 | $77,648 | $83,835 | +$6,187 | +7.97% | |
| Bnp Paribas Financial Markets | 0.00% | 2,972 | $75,102 | $91,805 | +$16,703 | +22.24% | |
| Jones Financial Companies Lllp | 0.00% | 2,986 | $73,904 | $92,238 | +$18,334 | +24.81% | |
| Vanguard Global Advisers, Llc | 0.00% | 2,829 | $71,489 | $87,388 | +$15,899 | +22.24% | |
| Wells Fargo & Company/Mn | 0.00% | 2,197 | $55,508 | $67,865 | +$12,357 | +22.26% |
Frequently asked questions about SBFG
Who are the largest institutional holders of SBFG?
The largest institutional holders of SBFG reported in the latest SEC Form 13F filings include Manufacturers Life Insurance Company, The, Cutler Capital Management, Llc, Vanguard Capital Management Llc, Strategic Value Bank Partners Llc, and Ameriprise Financial Inc. InsiderSet ranks institutional holders by their latest reported SBFG position.
What is SBFG institutional ownership?
This page tracks SBFG positions reported by institutional investment managers through SEC Form 13F. SB FINANCIAL GROUP INC (SBFG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SBFG?
InsiderSet currently tracks 70 institutional managers reporting SBFG 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 SBFG shareholders.
How much SBFG stock do institutions own?
Institutional investment managers disclosed approximately $81.14M in SBFG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SBFG institutional ownership last updated?
The latest SBFG 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 SBFG 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 SBFG position after the reporting date.
Are institutions buying or selling SBFG?
Institutional buying and selling can be analyzed by comparing SBFG positions across consecutive 13F reporting periods. InsiderSet's SBFG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SBFG ownership changes.
How has SBFG institutional ownership changed over time?
InsiderSet tracks SBFG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.