Middlefield Banc Corp (MBCN) Institutional Ownership

Ownership Summary

Recent 13F filings as of September 2025 show that 73 institutional investors hold a position in Middlefield Banc Corp (NASDAQ:MBCN).

• These investors collectively held 34.2% of the company's total shares outstanding in September 2025, up from 34.0% in June 2025.
• Quarterly data indicates a 2.48% shift in institutional share volume, and the annual owner count reflects an increase of 19.67%.
• During the quarter, 31 institutions bought more Middlefield Banc shares, 23 sold shares, and 19 of the 73 total investors held their position steady.
• Collectively, institutional investors increased their stake in Middlefield Banc to 2.77Mn shares as of September 2025, a change that is up by 67.01K shares quarter on quarter and up 117.67K shares year over year.
• With 560.50K shares, Castle Creek Capital Partners VI, LP commands the largest institutional position in Middlefield Banc as of September 30, 2025, equating to 6.92% of the company.
• Among the most significant buyers of Middlefield Banc during September 2025 were CITADEL ADVISORS LLC (28.52K), ALLIANCEBERNSTEIN L.P. (17.80K), Prospera Financial Services Inc (13.33K), Elizabeth Park Capital Advisors, Ltd. (10.19K), Quantinno Capital Management LP (8.83K).
• Leading sellers of Middlefield Banc stock in September 2025 included BlackRock, Inc. (6.16K), MORGAN STANLEY (5.56K), ROYAL BANK OF CANADA (4.53K), Clearstead Advisors, LLC (3.18K), UBS Group AG (2.53K).
• The top 10 institutional holders of Middlefield Banc for the quarter ending September 2025 included Castle Creek Capital Partners VI, LP (560.50K), BlackRock, Inc. (473.56K), VANGUARD GROUP INC (413.74K), ALLIANCEBERNSTEIN L.P. (197.52K), GEODE CAPITAL MANAGEMENT, LLC (170.74K), STATE STREET CORP (104.03K), Elizabeth Park Capital Advisors, Ltd. (96.50K), DIMENSIONAL FUND ADVISORS LP (83.88K), NORTHERN TRUST CORP (55.43K), BRIDGEWAY CAPITAL MANAGEMENT, LLC (50.42K).