Avidbank Holdings AVBH Institutional Ownership

NASDAQ AVBH

$30.94 -0.05 (-0.15%)

At close: Oct 1, 2026 · 4:00 PM EDT

Institutions by Trading Activity

94 Institutions

Increased 60 63.8%

Unchanged 11 11.7%

Reduced 23 24.5%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

85.39%

▲+6.19 pp QoQ

Shares Held by Institutions

9.06Mn

of 10.61Mn outstanding

▲+10.31% QoQ

Shares Outstanding

10.61Mn

1.55Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▲+7 vs prior quarter

Net Shares Added (QoQ)

+846.29K

accumulated since last quarter

Value of Holdings

$280.71Mn

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

Avidbank Holdings, Inc. (NASDAQ:AVBH) is held by 94 institutional investors per 13F filings through June 2026.

Collectively, these holders controlled 85.4% of Avidbank Holdings's outstanding shares in June 2026, up from 79.2% in March 2026.
They increased total shares held in Avidbank Holdings by 10.31% from the prior quarter, while the number of investors in AVBH increased 9300.0% year over year.
Activity in AVBH broke down as 60 buyers, 23 sellers, and 11 unchanged among 94 total holders.
Altogether, these fund groups held 9.06Mn shares in AVBH by June 2026, up by 846.29K shares quarter on quarter, and up 8.39Mn shares year over year.
Patriot Financial Partners GP II, L.P. is the top holder of Avidbank Holdings as of June 30, 2026, with 1.05Mn shares representing 9.91% of outstanding stock.
The biggest buyers of Avidbank Holdings for the quarter ending June 2026 included BlackRock, Inc. (368.69K), TWO SIGMA INVESTMENTS, LP (210.25K), GEODE CAPITAL MANAGEMENT, LLC (92.44K), First Eagle Investment Management, LLC (86.7K), State Street Corp (67.92K).
Top sellers of AVBH stock for the quarter ending June 2026 included Fourthstone LLC (345.76K), MALTESE CAPITAL MANAGEMENT LLC (96.2K), ENDEAVOUR CAPITAL ADVISORS INC (49.79K), MANUFACTURERS LIFE INSURANCE COMPANY, THE (48.83K), AMERICAN CENTURY COMPANIES INC (34.02K).
Per Business Quant data, the top 10 holders of Avidbank Holdings for the quarter ending June 2026 are Patriot Financial Partners GP II, L.P. (1.05Mn), ALLIANCEBERNSTEIN L.P. (883.42K), Fourthstone LLC (700.82K), BANC FUNDS CO LLC (668.1K), ENDEAVOUR CAPITAL ADVISORS INC (658.7K), BlackRock, Inc. (591.28K), ADAGE CAPITAL PARTNERS GP, L.L.C. (493.14K), MANUFACTURERS LIFE INSURANCE COMPANY, THE (372.76K), VANGUARD CAPITAL MANAGEMENT LLC (362.95K), WELLINGTON MANAGEMENT GROUP LLP (308.44K).

Form 13F Holdings

94 Institutional Holders

Report period 30 Jun, 2026

Total shares held 9.06Mn

Of outstanding 85.39%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Patriot Financial Partners GP II, L.P.	0002061817	1,050,918	9.91%	0	0.00%	$34.71Mn
2	ALLIANCEBERNSTEIN L.P.	0001109448	883,421	8.33%	▼4,860	-0.55%	$25.18Mn
3	Fourthstone LLC	0001767803	700,818	6.61%	▼345,764	-33.04%	$23.15Mn
4	BANC FUNDS CO LLC	0001029311	668,100	6.30%	▲3,000	+0.45%	$22.07Mn
5	ENDEAVOUR CAPITAL ADVISORS INC	0001218749	658,705	6.21%	▼49,786	-7.03%	$21.76Mn
6	BlackRock, Inc.	0002012383	591,284	5.57%	▲368,688	+165.63%	$19.53Mn
7	ADAGE CAPITAL PARTNERS GP, L.L.C.	0001165408	493,139	4.65%	▲41,104	+9.09%	$16.29Mn
8	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0000928047	372,756	3.51%	▼48,828	-11.58%	$12.31Mn
9	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	362,951	3.42%	▲23,634	+6.97%	$11.99Mn
10	WELLINGTON MANAGEMENT GROUP LLP	0000902219	308,439	2.91%	▼18,278	-5.59%	$10.19Mn
11	First Eagle Investment Management, LLC	0001325447	284,040	2.68%	▼110,640	-28.03%	$9.38Mn
12	TWO SIGMA INVESTMENTS, LP	0001179392	262,300	2.47%	▲210,254	+403.98%	$8.66Mn
13	GEODE CAPITAL MANAGEMENT, LLC	0001214717	214,083	2.02%	▲92,435	+75.99%	$7.07Mn
14	MENDON CAPITAL ADVISORS CORP	0001177043	190,858	1.80%	▼28,820	-13.12%	$6.30Mn
15	Curi Capital, LLC	0001332905	181,347	1.71%	▼18,654	-9.33%	$5.99Mn
16	State Street Corp	0000093751	137,422	1.30%	▲67,918	+97.72%	$4.54Mn
17	Morgan Stanley	0000895421	127,191	1.20%	▲49,680	+64.09%	$4.20Mn
18	EJF Capital LP	0001353254	109,350	1.03%	▼4,179	-3.68%	$3.61Mn
19	Franklin Templeton Inc	0000038777	108,439	1.02%	▼10,803	-9.06%	$3.58Mn
20	CITADEL ADVISORS LLC	0001423053	84,833	0.80%	▲48,207	+131.62%	$2.80Mn

Showing 1 to 20 of 94 holders