Auburn National Bancorporation AUBN Institutional Ownership

NASDAQ AUBN

$26.30 -0.40 (-1.48%)

As of: Oct 1, 2026 · 10:12 AM EDT

Institutions by Trading Activity

27 Institutions

Increased 11 40.7%

Unchanged 10 37.0%

Reduced 6 22.2%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

11.15%

▼-0.34 pp QoQ

Shares Held by Institutions

389.20K

of 3.49Mn outstanding

▼-0.77% QoQ

Shares Outstanding

3.49Mn

3.10Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▲+2 vs prior quarter

Net Shares Added (QoQ)

-3.02K

distributed since last quarter

Value of Holdings

$10.22Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Auburn National Bancorporation, Inc (NASDAQ:AUBN) has 27 institutional investors that have filed 13F reports for the period ending June 2026.

They owned 11.1% of outstanding stock in June 2026, down from 11.5% the prior quarter.
They decreased total shares held in Auburn National Bancorporation by -0.77% from last quarter, and the number of investors in AUBN increased 8.0% annually.
Activity in AUBN broke down as 11 buyers, 6 sellers, and 10 unchanged among 27 total holders.
The aggregate institutional position in Auburn National Bancorporation amounted to 389.2K shares as of June 2026, down by 3.02K shares quarter on quarter, and up 17.9K shares year over year.
As of June 30, 2026, LPL Financial LLC held the largest stake in Auburn National Bancorporation with 50.57K shares, accounting for 1.45% of total shares outstanding.
The largest buyers of Auburn National Bancorporation for the quarter ending June 2026 were Fourthstone LLC (17.81K), BlackRock, Inc. (2.42K), BRIDGEWAY CAPITAL MANAGEMENT, LLC (930), Empowered Funds, LLC (930), GEODE CAPITAL MANAGEMENT, LLC (504).
The biggest sellers of Auburn National Bancorporation for the quarter ending June 2026 included VANGUARD CAPITAL MANAGEMENT LLC (14.12K), Aptus Capital Advisors, LLC (6.96K), EverSource Wealth Advisors, LLC (3.71K), VANGUARD FIDUCIARY TRUST CO (558), CAPTRUST FINANCIAL ADVISORS (243).
Per Business Quant, the top 10 investors in AUBN for the quarter ending June 2026 include LPL Financial LLC (50.57K), Truffle Hound Capital, LLC (50.0K), DIMENSIONAL FUND ADVISORS LP (41.97K), BRIDGEWAY CAPITAL MANAGEMENT, LLC (33.21K), GEODE CAPITAL MANAGEMENT, LLC (25.73K), VANGUARD CAPITAL MANAGEMENT LLC (25.45K), Aptus Capital Advisors, LLC (20.33K), Truist Financial Corp (19.55K), CAPTRUST FINANCIAL ADVISORS (18.94K), Fourthstone LLC (17.81K).

Form 13F Holdings

27 Institutional Holders

Report period 30 Jun, 2026

Total shares held 389.20K

Of outstanding 11.15%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	LPL Financial LLC	0001403438	50,573	1.45%	0	0.00%	$1.37Mn
2	Truffle Hound Capital, LLC	0001595862	50,000	1.43%	0	0.00%	$1.35Mn
3	DIMENSIONAL FUND ADVISORS LP	0000354204	41,973	1.20%	▲126	+0.30%	$1.13Mn
4	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0001107261	33,211	0.95%	▲930	+2.88%	$898.03K
5	GEODE CAPITAL MANAGEMENT, LLC	0001214717	25,733	0.74%	▲504	+2.00%	$696.00K
6	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	25,447	0.73%	▼14,115	-35.68%	$688.09K
7	Aptus Capital Advisors, LLC	0001664193	20,330	0.58%	▼6,960	-25.50%	$549.72K
8	Truist Financial Corp	0000092230	19,553	0.56%	0	0.00%	$528.71K
9	CAPTRUST FINANCIAL ADVISORS	0001512024	18,945	0.54%	▼243	-1.27%	$512.27K
10	Fourthstone LLC	0001767803	17,806	0.51%	▲17,806	0.00%	$481.47K
11	Empowered Funds, LLC	0001592828	17,711	0.51%	▲930	+5.54%	$478.91K
12	RENAISSANCE TECHNOLOGIES LLC	0001037389	16,309	0.47%	▼200	-1.21%	$441.00K
13	JAMISON PRIVATE WEALTH MANAGEMENT, INC.	0002006637	12,517	0.36%	▲3	+0.02%	$338.47K
14	VANGUARD FIDUCIARY TRUST CO	0000933478	12,111	0.35%	▼558	-4.40%	$327.48K
15	BlackRock, Inc.	0002012383	10,344	0.30%	▲2,424	+30.61%	$279.70K
16	RBF Capital, LLC	0001134621	10,000	0.29%	▼10,000	-50.00%	$270.40K
17	Morgan Stanley	0000895421	3,877	0.11%	▲1	+0.03%	$104.84K
18	OSAIC HOLDINGS, INC.	0001677044	1,301	0.04%	0	0.00%	$35.18K
19	Vanguard Global Advisers, LLC	0001811242	964	0.03%	0	0.00%	$26.07K
20	EverSource Wealth Advisors, LLC	0001710537	270	0.01%	▼3,709	-93.21%	$7.30K

Showing 1 to 20 of 27 holders