Avidbank Holdings, Inc. (AVBH) Institutional Ownership

Ownership Summary

According to SEC filings for the period ending September 2025, Avidbank Holdings, Inc. (NASDAQ:AVBH) is held by 43 institutional firms.

• Institutional ownership in Avidbank Holdings edged up to 86.4% in September 2025, compared to 9.6% in March 2025.
• Institutional share ownership changed by 1080.53% QoQ, while the number of institutional owners saw an increase of 4200.00% YoY.
• Among the 43 institutional holders of Avidbank Holdings, 43 added to their stakes while 0 trimmed their positions and 0 held steady.
• Collectively, institutional investors increased their stake in Avidbank Holdings to 7.91Mn shares as of September 2025, a change that is up by 7.24Mn shares quarter on quarter and up 7.14Mn shares year over year.
• With 1.05Mn shares, Patriot Financial Partners GP II, L.P. commands the largest institutional position in Avidbank Holdings as of September 30, 2025, equating to 11.47% of the company.
• Among the most significant buyers of Avidbank Holdings during September 2025 were Patriot Financial Partners GP II, L.P. (1.05Mn), Fourthstone LLC (1.04Mn), ALLIANCEBERNSTEIN L.P. (854.13K), ENDEAVOUR CAPITAL ADVISORS INC (697.89K), WELLINGTON MANAGEMENT GROUP LLP (498.65K).
• The top 10 institutional holders of Avidbank Holdings for the quarter ending September 2025 included Patriot Financial Partners GP II, L.P. (1.05Mn), Fourthstone LLC (1.04Mn), ALLIANCEBERNSTEIN L.P. (854.13K), ENDEAVOUR CAPITAL ADVISORS INC (697.89K), BANC FUNDS CO LLC (677.72K), WELLINGTON MANAGEMENT GROUP LLP (498.65K), MANUFACTURERS LIFE INSURANCE COMPANY, THE (425.96K), MENDON CAPITAL ADVISORS CORP (297.65K), Curi Capital, LLC (241.78K), MALTESE CAPITAL MANAGEMENT LLC (220.00K).