Isabella Bank Corp (ISBA) Institutional Ownership

Ownership Summary

Recent 13F filings as of September 2025 show that 22 institutional investors hold a position in Isabella Bank Corp (NASDAQ:ISBA).

• Isabella Bank saw its institutional ownership percentage rose to 7.0% in September 2025 from 3.9% in June 2025.
• The company experienced a 79.52% quarterly change in institutional shares held, alongside an unavailable change in total owners annually.
• Among the 22 institutional holders of Isabella Bank, 12 added to their stakes while 3 trimmed their positions and 7 held steady.
• This class of investors increased its holdings in Isabella Bank to 515.61K shares for the 13F-cycle ending September 2025, up by 228.39K shares quarter on quarter, and up 515.21K shares year over year.
• VANGUARD GROUP INC's holding of 245.94K shares as of September 30, 2025 makes it the primary institutional investor in Isabella Bank, owning 3.33% of the stock.
• Among the most significant buyers of Isabella Bank during September 2025 were VANGUARD GROUP INC (132.55K), HARBOUR INVESTMENTS, INC. (27.02K), GEODE CAPITAL MANAGEMENT, LLC (27.01K), CITADEL ADVISORS LLC (17.86K), STATE STREET CORP (6.72K).
• Leading sellers of Isabella Bank stock in September 2025 included UBS Group AG (1.95K), FourThought Financial Partners, LLC (800), WELLS FARGO & COMPANY/MN (500).
• The top 10 institutional holders of Isabella Bank for the quarter ending September 2025 included VANGUARD GROUP INC (245.94K), BlackRock, Inc. (98.92K), GEODE CAPITAL MANAGEMENT, LLC (76.75K), HARBOUR INVESTMENTS, INC. (27.02K), CITADEL ADVISORS LLC (17.86K), NORTHERN TRUST CORP (13.54K), FourThought Financial Partners, LLC (7.39K), STATE STREET CORP (6.72K), SUSQUEHANNA INTERNATIONAL GROUP, LLP (6.16K), Integrated Wealth Concepts LLC (6.10K).