SB FINANCIAL GROUP INC (SBFG) Top Institutional Shareholders
SB FINANCIAL GROUP INC (SBFG) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $67.89M in SBFG holdings during the latest filing period.
Manufacturers Life Insurance Company, The is currently the largest disclosed institutional shareholder of SBFG tracked by InsiderSet, reporting ownership valued at approximately $9.88M in its March 31, 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 $10.59M, representing an estimated gain of +7.19% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed SBFG value among the investors covered in this analysis. Major shareholders include Manufacturers Life Insurance Company, The, Blackrock, Inc., Cutler 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
72
Total Reported Value
$67.89M
Largest Holder
Manufacturers Life Insurance Company, The
Largest Position
$9.88M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
78
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% | 470,502 | $9,880,542 | $10,591,000 | +$710,458 | +7.19% | |
| Blackrock, Inc. | 0.00% | 394,864 | $8,292,144 | $8,888,389 | +$596,245 | +7.19% | |
| Cutler Capital Management, Llc | 2.26% | 390,137 | $8,192,869 | $8,781,984 | +$589,115 | +7.19% | |
| Vanguard Capital Management Llc | 0.00% | 297,734 | $6,252,414 | $6,701,992 | +$449,578 | +7.19% | |
| Strategic Value Bank Partners Llc | 3.09% | 274,163 | $5,757,423 | $6,171,409 | +$413,986 | +7.19% | |
| Dimensional Fund Advisors Lp | 0.00% | 197,772 | $4,153,376 | $4,451,848 | +$298,472 | +7.19% | |
| Petiole Usa Ltd | 2.48% | 168,818 | $3,545,178 | $3,800,093 | +$254,915 | +7.19% | |
| Geode Capital Management, Llc | 0.00% | 139,078 | $2,921,048 | $3,130,646 | +$209,598 | +7.18% | |
| Goldman Sachs Group Inc | 0.00% | 85,547 | $1,796,487 | $1,925,663 | +$129,176 | +7.19% | |
| Bridgeway Capital Management, Llc | 0.03% | 81,511 | $1,711,731 | $1,834,813 | +$123,082 | +7.19% | |
| State Street Corp | 0.00% | 72,410 | $1,520,610 | $1,629,949 | +$109,339 | +7.19% | |
| Northern Trust Corp | 0.00% | 49,512 | $1,039,752 | $1,114,515 | +$74,763 | +7.19% | |
| Gendell Jeffrey L | 0.01% | 46,286 | $972,006 | $1,041,898 | +$69,892 | +7.19% | |
| Empowered Funds, Llc | 0.01% | 46,021 | $966,441 | $1,035,933 | +$69,492 | +7.19% | |
| Vanguard Fiduciary Trust Co | 0.00% | 37,514 | $787,794 | $844,440 | +$56,646 | +7.19% | |
| First Manhattan Co. Llc. | 0.00% | 35,627 | $748,167 | $801,964 | +$53,797 | +7.19% | |
| Vanguard Portfolio Management Llc | 0.00% | 32,965 | $692,265 | $742,042 | +$49,777 | +7.19% | |
| Hsbc Holdings Plc | 0.00% | 31,832 | $671,655 | $716,538 | +$44,883 | +6.68% | |
| Arrowstreet Capital, Limited Partnership | 0.00% | 31,001 | $651,021 | $697,833 | +$46,812 | +7.19% | |
| Pl Capital Advisors, Llc | 0.19% | 30,000 | $630,000 | $675,300 | +$45,300 | +7.19% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 27,825 | $584,325 | $626,341 | +$42,016 | +7.19% |
| Barclays Plc | 0.00% | 27,537 | $578,277 | $619,858 | +$41,581 | +7.19% | |
| Venture Visionary Partners Llc | 0.02% | 23,968 | $503,339 | $539,520 | +$36,181 | +7.19% | |
| Morgan Stanley | 0.00% | 23,805 | $499,906 | $535,851 | +$35,945 | +7.19% | |
| Valmark Advisers, Inc. | 0.01% | 22,917 | $481,257 | $515,862 | +$34,605 | +7.19% | |
| Bank Of America Corp | 0.00% | 19,633 | $412,293 | $441,939 | +$29,646 | +7.19% | |
| Princeton Capital Management Llc | 0.11% | 18,408 | $386,568 | $414,364 | +$27,796 | +7.19% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 17,415 | $365,715 | $392,012 | +$26,297 | +7.19% | |
| Charles Schwab Investment Management Inc | 0.00% | 16,615 | $348,915 | $374,004 | +$25,089 | +7.19% | |
| Bank Of New York Mellon Corp | 0.00% | 15,055 | $316,157 | $338,888 | +$22,731 | +7.19% | |
| Alliancebernstein L.P. | 0.00% | 14,126 | $314,586 | $317,976 | +$3,390 | +1.08% | |
| Citadel Advisors Llc | 0.00% | 14,675 | $308,175 | $330,334 | +$22,159 | +7.19% | |
| Aqr Capital Management Llc | 0.00% | 12,918 | $271,278 | $290,784 | +$19,506 | +7.19% | |
| Eversource Wealth Advisors, Llc | 0.01% | 1,669 | $169,806 | $37,569 | -$132,237 | -77.88% | |
| Globeflex Capital L P | 0.02% | 7,085 | $148,785 | $159,483 | +$10,698 | +7.19% | |
| Strs Ohio | 0.00% | 7,000 | $147,000 | $157,570 | +$10,570 | +7.19% | |
| Rhumbline Advisers | 0.00% | 6,420 | $134,820 | $144,514 | +$9,694 | +7.19% | |
| Wells Fargo & Company/Mn | 0.00% | 4,715 | $99,019 | $106,135 | +$7,116 | +7.19% | |
| Sjs Investment Consulting Inc. | 0.01% | 3,794 | $79,674 | $85,403 | +$5,729 | +7.19% | |
| New York State Common Retirement Fund | 0.00% | 3,300 | $69,300 | $74,283 | +$4,983 | +7.19% | |
| Jones Financial Companies Lllp | 0.00% | 2,986 | $61,452 | $67,215 | +$5,763 | +9.38% | |
| Vanguard Global Advisers, Llc | 0.00% | 2,829 | $59,409 | $63,681 | +$4,272 | +7.19% | |
| Mirae Asset Global Etfs Holdings Ltd. | 0.00% | 2,795 | $58,695 | $62,915 | +$4,220 | +7.19% | |
| Deutsche Bank Ag\ | 0.00% | 2,709 | $56,889 | $60,980 | +$4,091 | +7.19% | |
| Farther Finance Advisors, Llc | 0.00% | 2,468 | $51,236 | $55,555 | +$4,319 | +8.43% | |
| Bnp Paribas Financial Markets | 0.00% | 1,727 | $36,267 | $38,875 | +$2,608 | +7.19% | |
| Police & Firemen'S Retirement System Of New Jersey | 0.00% | 1,532 | $32,172 | $34,485 | +$2,313 | +7.19% | |
| Ubs Group Ag | 0.00% | 1,019 | $21,399 | $22,938 | +$1,539 | +7.19% | |
| Tower Research Capital Llc (Trc) | 0.00% | 888 | $18,648 | $19,989 | +$1,341 | +7.19% | |
| Cwm, Llc | 0.00% | 875 | $18,375 | $19,696 | +$1,321 | +7.19% |
Frequently asked questions about SBFG
Who owns the most SBFG stock?
The largest holders of SBFG are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SB FINANCIAL GROUP INC (SBFG).
Is SBFG widely held by superinvestors?
Many widely followed stocks like SBFG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SBFG is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.