Avidbank Holdings, Inc. (AVBH) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

9,158,981Shares Outstanding

1,838,426Shares held by institutions

$55,263,086Value of institutional holdings

84.46%Institutional ownership %

4.62%Shares Changed QoQ

62No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

A total of 62 institutions have reported a stake in Avidbank Holdings, Inc. (NASDAQ:AVBH) as of December 2025, according to recent 13F filings with the SEC.

Avidbank Holdings saw its institutional ownership percentage fell to 84.5% in December 2025 from 86.4% in September 2025.
In percentage terms, this reflects as a holdings change of 4.62% quarter on quarter, and an increase of 6100.00% year over year.
During the quarter, 39 institutions bought more Avidbank Holdings shares, 14 sold shares, and 9 of the 62 total investors held their position steady.
The aggregate institutional position in Avidbank Holdings now stands at 7.74Mn shares as of December 2025, after investors increased their holdings (up by 341.27K shares quarter on quarter which is up 6.95Mn shares year over year).
Fourthstone LLC continues to be the largest institutional holder of Avidbank Holdings as of December 31, 2025, with a position of 1.09Mn shares, representing 11.91% of the company's outstanding stock.
Among the most significant buyers of Avidbank Holdings during December 2025 were BlackRock, Inc. (110.11K), VANGUARD GROUP INC (87.30K), MALTESE CAPITAL MANAGEMENT LLC (85.00K), First Eagle Investment Management, LLC (68.50K), CITADEL ADVISORS LLC (51.45K).
Leading sellers of Avidbank Holdings stock in December 2025 included WELLINGTON MANAGEMENT GROUP LLP (156.58K), BANC FUNDS CO LLC (81.29K), PMC FIG Opportunities LLC (54.45K), BOOTHBAY FUND MANAGEMENT, LLC (40.85K), Curi Capital, LLC (26.90K).
The top 10 institutional holders of Avidbank Holdings for the quarter ending December 2025 included Fourthstone LLC (1.09Mn), Patriot Financial Partners GP II, L.P. (1.05Mn), ALLIANCEBERNSTEIN L.P. (873.23K), ENDEAVOUR CAPITAL ADVISORS INC (697.89K), BANC FUNDS CO LLC (596.43K), MANUFACTURERS LIFE INSURANCE COMPANY, THE (424.69K), WELLINGTON MANAGEMENT GROUP LLP (342.07K), MALTESE CAPITAL MANAGEMENT LLC (305.00K), VANGUARD GROUP INC (220.66K), ADAGE CAPITAL PARTNERS GP, L.L.C. (220.31K).

62 Institutional Holders

1,838,426 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
Fourthstone LLC	31 Dec, 2025	1,091,019	48,850	4.69%	$28,977,465.00
Patriot Financial Partners GP II, L.P.	31 Dec, 2025	1,050,918	0	0.00%	$27,912,382.00
ALLIANCEBERNSTEIN L.P.	31 Dec, 2025	873,227	19,100	2.24%	$23,192,909.00
ENDEAVOUR CAPITAL ADVISORS INC	31 Dec, 2025	697,886	0	0.00%	$18,535,852.00
BANC FUNDS CO LLC	31 Dec, 2025	596,430	-81,289	-11.99%	$15,841,181.00
MANUFACTURERS LIFE INSURANCE COMPANY, THE	31 Dec, 2025	424,692	-1,264	-0.30%	$11,279,820.00
WELLINGTON MANAGEMENT GROUP LLP	31 Dec, 2025	342,071	-156,582	-31.40%	$9,085,406.00
MALTESE CAPITAL MANAGEMENT LLC	31 Dec, 2025	305,000	85,000	38.64%	$8,100,800.00
VANGUARD GROUP INC	31 Dec, 2025	220,657	87,299	65.46%	$5,860,650.00
ADAGE CAPITAL PARTNERS GP, L.L.C.	31 Dec, 2025	220,315	30,000	15.76%	$5,851,566.00
Curi Capital, LLC	31 Dec, 2025	214,875	-26,900	-11.13%	$5,707,080.00
BlackRock, Inc.	31 Dec, 2025	208,892	110,114	111.48%	$5,548,173.00
First Eagle Investment Management, LLC	31 Dec, 2025	153,500	68,500	80.59%	$4,076,960.00
JACOBS ASSET MANAGEMENT, LLC	31 Dec, 2025	135,000	-11,123	-7.61%	$3,585,600.00
FRANKLIN RESOURCES INC	31 Dec, 2025	125,442	-2,700	-2.11%	$3,331,740.00
North Reef Capital Management LP	31 Dec, 2025	123,671	-17,825	-12.60%	$3,284,702.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	117,217	42,633	57.16%	$3,114,163.00
EJF Capital LP	31 Dec, 2025	116,379	5,524	4.98%	$3,091,026.00
BOOTHBAY FUND MANAGEMENT, LLC	31 Dec, 2025	96,674	-40,851	-29.70%	$2,567,661.00
TWO SIGMA INVESTMENTS, LP	31 Dec, 2025	73,294	34,896	90.88%	$1,946,689.00

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