Isabella Bank ISBA Institutional Ownership

NASDAQ ISBA

$38.24 +0.04 (+0.10%)

At close: Sep 22, 2026 · 4:00 PM EDT

Institutions by Trading Activity

60 Institutions

Increased 44 73.3%

Unchanged 11 18.3%

Reduced 5 8.3%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

21.53%

▲+7.83 pp QoQ

Shares Held by Institutions

1.58Mn

of 7.33Mn outstanding

▲+106.36% QoQ

Shares Outstanding

7.33Mn

5.75Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▲+17 vs prior quarter

Net Shares Added (QoQ)

+813.59K

accumulated since last quarter

Value of Holdings

$60.30Mn

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

Isabella Bank Corp (NASDAQ:ISBA) appears in 60 institutional 13F filings for the quarter ending June 2026.

Their combined ownership stood at 21.5% of outstanding shares in June 2026, up from 13.7% in March 2026.
They increased total shares held in Isabella Bank by 106.36% from last quarter, and the number of investors in ISBA increased 252.94% annually.
Of these 60 funds, 44 grew their exposure to Isabella Bank, 5 cut back, and 11 maintained positions.
Institutional investors collectively held 1.58Mn shares in Isabella Bank as of June 2026, up by 813.59K shares quarter on quarter, and up 1.29Mn shares year over year.
BlackRock, Inc. leads ownership in ISBA with 467.43K shares as of June 30, 2026, equal to 6.38% of outstanding shares.
The largest buyers of Isabella Bank for the quarter ending June 2026 were BlackRock, Inc. (367.23K), GEODE CAPITAL MANAGEMENT, LLC (95.85K), State Street Corp (64.53K), VANGUARD PORTFOLIO MANAGEMENT LLC (46.74K), Northern Trust Corp (38.73K).
The largest sellers of Isabella Bank for the quarter ending June 2026 were MARSHALL WACE, LLP (33.81K), Qube Research & Technologies Ltd (14.18K), UBS Group AG (9.95K), Morgan Stanley (6.12K), Citigroup Inc (298).
Isabella Bank's 10 largest shareholders as of June 2026 include BlackRock, Inc. (467.43K), VANGUARD CAPITAL MANAGEMENT LLC (299.6K), GEODE CAPITAL MANAGEMENT, LLC (176.25K), State Street Corp (86.58K), Northern Trust Corp (53.47K), VANGUARD PORTFOLIO MANAGEMENT LLC (46.74K), VANGUARD FIDUCIARY TRUST CO (46.48K), HARBOUR INVESTMENTS, INC. (32.99K), VICTORY CAPITAL MANAGEMENT INC (31.0K), Goldman Sachs Group Inc (27.46K) per Business Quant data.

Form 13F Holdings

60 Institutional Holders

Report period 30 Jun, 2026

Total shares held 1.58Mn

Of outstanding 21.53%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	467,431	6.38%	▲367,230	+366.49%	$18.46Mn
2	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	299,599	4.09%	▲25,551	+9.32%	$11.83Mn
3	GEODE CAPITAL MANAGEMENT, LLC	0001214717	176,251	2.40%	▲95,849	+119.21%	$6.96Mn
4	State Street Corp	0000093751	86,581	1.18%	▲64,529	+292.62%	$3.42Mn
5	Northern Trust Corp	0000073124	53,471	0.73%	▲38,731	+262.76%	$2.11Mn
6	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	46,742	0.64%	▲46,742	0.00%	$1.85Mn
7	VANGUARD FIDUCIARY TRUST CO	0000933478	46,482	0.63%	▲5,728	+14.06%	$1.84Mn
8	HARBOUR INVESTMENTS, INC.	0000810121	32,988	0.45%	▲5,967	+22.08%	$1.30Mn
9	VICTORY CAPITAL MANAGEMENT INC	0001040188	31,000	0.42%	▲31,000	0.00%	$1.22Mn
10	Goldman Sachs Group Inc	0000886982	27,462	0.37%	▲6,637	+31.87%	$1.08Mn
11	TWO SIGMA INVESTMENTS, LP	0001179392	23,858	0.33%	▲23,858	0.00%	$942.39K
12	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	20,321	0.28%	▲20,321	0.00%	$802.68K
12	Sixth Street Partners Management Company, L.P.	0001812095	20,321	0.28%	▲20,321	0.00%	$802.68K
13	AMERICAN CENTURY COMPANIES INC	0000748054	19,931	0.27%	▲1,888	+10.46%	$787.27K
14	MARSHALL WACE, LLP	0001318757	19,865	0.27%	▼33,813	-62.99%	$784.67K
15	Bank of New York Mellon Corp	0001390777	16,773	0.23%	▲16,773	0.00%	$662.53K
16	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0001107261	14,240	0.19%	0	0.00%	$562.48K
17	CITADEL ADVISORS LLC	0001423053	14,147	0.19%	▲8,858	+167.48%	$558.81K
18	Nuveen, LLC	0001871926	12,690	0.17%	▲12,690	0.00%	$501.26K
19	Integrated Wealth Concepts LLC	0001737109	12,214	0.17%	▲6,123	+100.53%	$482.43K

Showing 1 to 20 of 60 holders