Auburn National Bancorporation, Inc (AUBN) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

3,487,805Shares Outstanding

87,469Shares held by institutions

$2,186,725Value of institutional holdings

12.93%Institutional ownership %

8.24%Shares Changed QoQ

25No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

A total of 25 institutions have reported a stake in Auburn National Bancorporation, Inc (NASDAQ:AUBN) as of December 2025, according to recent 13F filings with the SEC.

Auburn National Bancorporation saw its institutional ownership percentage rose to 12.9% in December 2025 from 12.4% in September 2025.
Institutional share ownership changed by 8.24% QoQ, while the number of institutional owners saw a decrease of 3.85% YoY.
A review of institutional activity for Auburn National Bancorporation shows 11 of 25 filers increasing their positions, while 5 reduced their stake, and 9 remained unchanged.
Collectively, institutional investors increased their stake in Auburn National Bancorporation to 450.94K shares as of December 2025, a change that is up by 34.32K shares quarter on quarter and up 100.02K shares year over year.
The top institutional stake in Auburn National Bancorporation as of December 31, 2025 belongs to VANGUARD GROUP INC, which owns 80.27K shares, or 2.30% of the company.
Among the most significant buyers of Auburn National Bancorporation during December 2025 were UNITED CAPITAL FINANCIAL ADVISORS, LLC (15.72K), RBF Capital, LLC (10.00K), Truffle Hound Capital, LLC (3.42K), VANGUARD GROUP INC (3.18K), Empowered Funds, LLC (1.28K).
Leading sellers of Auburn National Bancorporation stock in December 2025 included MORGAN STANLEY (888), CAPTRUST FINANCIAL ADVISORS (446), JAMISON PRIVATE WEALTH MANAGEMENT, INC. (197), UBS Group AG (20), Farther Finance Advisors, LLC (2).
The top 10 institutional holders of Auburn National Bancorporation for the quarter ending December 2025 included VANGUARD GROUP INC (80.27K), LPL Financial LLC (51.56K), Truffle Hound Capital, LLC (50.00K), DIMENSIONAL FUND ADVISORS LP (41.85K), BRIDGEWAY CAPITAL MANAGEMENT, LLC (30.83K), Aptus Capital Advisors, LLC (27.29K), GEODE CAPITAL MANAGEMENT, LLC (25.63K), IFG Advisory, LLC (22.53K), RBF Capital, LLC (20.00K), TRUIST FINANCIAL CORP (19.55K).

25 Institutional Holders

87,469 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
VANGUARD GROUP INC	31 Dec, 2025	80,269	3,184	4.13%	$2,163,250.00
LPL Financial LLC	31 Dec, 2025	51,565	25	0.05%	$1,389,673.00
Truffle Hound Capital, LLC	31 Dec, 2025	50,000	3,420	7.34%	$1,347,500.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	41,847	39	0.09%	$1,127,777.00
BRIDGEWAY CAPITAL MANAGEMENT, LLC	31 Dec, 2025	30,830	784	2.61%	$830,869.00
Aptus Capital Advisors, LLC	31 Dec, 2025	27,290	0	0.00%	$735,466.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	25,632	439	1.74%	$690,942.00
IFG Advisory, LLC	31 Dec, 2025	22,530	0	0.00%	$607,184.00
RBF Capital, LLC	31 Dec, 2025	20,000	10,000	100.00%	$539,000.00
TRUIST FINANCIAL CORP	31 Dec, 2025	19,553	0	0.00%	$526,953.00
RENAISSANCE TECHNOLOGIES LLC	31 Dec, 2025	16,509	0	0.00%	$444,918.00
UNITED CAPITAL FINANCIAL ADVISORS, LLC	31 Dec, 2025	15,724	15,724	0.00%	$423,762.00
Empowered Funds, LLC	31 Dec, 2025	15,330	1,284	9.14%	$413,144.00
JAMISON PRIVATE WEALTH MANAGEMENT, INC.	31 Dec, 2025	12,510	-197	-1.55%	$337,156.00
CAPTRUST FINANCIAL ADVISORS	31 Dec, 2025	9,011	-446	-4.72%	$242,841.00
BlackRock, Inc.	31 Dec, 2025	6,752	873	14.85%	$181,966.00
MORGAN STANLEY	31 Dec, 2025	3,876	-888	-18.64%	$104,475.00
OSAIC HOLDINGS, INC.	31 Dec, 2025	1,301	0	0.00%	$35,058.00
EverSource Wealth Advisors, LLC	31 Dec, 2025	270	0	0.00%	$7,277.00
Blue Trust, Inc.	31 Dec, 2025	98	98	0.00%	$2,641.00

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