SBC Medical Group Holdings SBC Institutional Ownership

NASDAQ SBC

$4.34 -0.09 (-2.14%)

As of: Sep 9, 2026 · 3:59 PM EDT

Institutions by Trading Activity

59 Institutions

Increased 49 83.1%

Unchanged 3 5.1%

Reduced 7 11.9%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

4.33%

▲+3.00 pp QoQ

Shares Held by Institutions

4.44Mn

of 102.58Mn outstanding

▲+230.59% QoQ

Shares Outstanding

102.58Mn

98.13Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▲+10 vs prior quarter

Net Shares Added (QoQ)

+3.10Mn

accumulated since last quarter

Value of Holdings

$18.31Mn

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

SBC Medical Group Holdings Inc (NASDAQ:SBC) is held by 59 institutional investors per 13F filings through June 2026.

They owned 4.3% of outstanding stock in June 2026, up from 1.3% the prior quarter.
They increased total shares held in SBC Medical Group Holdings by 230.59% from the prior quarter, while the number of investors in SBC increased 110.71% year over year.
Of these 59 funds, 49 grew their exposure to SBC Medical Group Holdings, 7 cut back, and 3 maintained positions.
Combined, these investors held 4.44Mn shares in SBC for June 2026, up by 3.1Mn shares quarter on quarter, and up 3.8Mn shares year over year.
Lumbard & Kellner, LLC is the top holder of SBC Medical Group Holdings as of June 30, 2026, with 1.73Mn shares representing 1.68% of outstanding stock.
The biggest buyers of SBC Medical Group Holdings for the quarter ending June 2026 included Lumbard & Kellner, LLC (1.71Mn), BlackRock, Inc. (504.36K), CITADEL ADVISORS LLC (144.72K), GEODE CAPITAL MANAGEMENT, LLC (132.08K), Hillsdale Investment Management Inc. (124.8K).
The largest sales of SBC for the quarter ending June 2026 came from Russell Investments Group, Ltd. (9.26K), Tower Research Capital LLC (TRC) (1.32K), Essential Partners LLC (505), VANGUARD CAPITAL MANAGEMENT LLC (456), CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM (452).
SBC Medical Group Holdings's 10 largest shareholders as of June 2026 include Lumbard & Kellner, LLC (1.73Mn), BlackRock, Inc. (924.0K), GEODE CAPITAL MANAGEMENT, LLC (427.86K), CITADEL ADVISORS LLC (144.72K), VANGUARD CAPITAL MANAGEMENT LLC (135.78K), Northern Trust Corp (131.2K), VANGUARD PORTFOLIO MANAGEMENT LLC (128.3K), Hillsdale Investment Management Inc. (124.8K), SEGALL BRYANT & HAMILL, LLC (81.31K), VANGUARD FIDUCIARY TRUST CO (66.28K) per Business Quant data.

Form 13F Holdings

59 Institutional Holders

Report period 30 Jun, 2026

Total shares held 4.44Mn

Of outstanding 4.33%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Lumbard & Kellner, LLC	0001602476	1,727,208	1.68%	▲1,709,935	+9,899.47%	$5.32Mn
2	BlackRock, Inc.	0002012383	924,002	0.90%	▲504,362	+120.19%	$2.85Mn
3	GEODE CAPITAL MANAGEMENT, LLC	0001214717	427,864	0.42%	▲132,085	+44.66%	$1.32Mn
4	CITADEL ADVISORS LLC	0001423053	144,718	0.14%	▲144,718	0.00%	$445.73K
5	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	135,783	0.13%	▼456	-0.33%	$418.21K
6	Northern Trust Corp	0000073124	131,204	0.13%	▲40,065	+43.96%	$404.11K
7	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	128,295	0.13%	▲64,748	+101.89%	$395.15K
8	Hillsdale Investment Management Inc.	0001368465	124,800	0.12%	▲124,800	0.00%	$384.38K
9	SEGALL BRYANT & HAMILL, LLC	0001006378	81,307	0.08%	▲81,307	0.00%	$250.43K
10	VANGUARD FIDUCIARY TRUST CO	0000933478	66,281	0.06%	▲3,808	+6.10%	$204.15K
11	SBI Securities Co., Ltd.	0001851815	49,437	0.05%	▲4,357	+9.67%	$152.27K
12	State Street Corp	0000093751	49,239	0.05%	▲18,400	+59.66%	$151.66K
13	Sixth Street Partners Management Company, L.P.	0001812095	46,855	0.05%	▲46,855	0.00%	$144.31K
13	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	46,855	0.05%	▲28,654	+157.43%	$144.31K
14	Mariner, LLC	0001373442	33,747	0.03%	▲9,787	+40.85%	$103.94K
15	Bank of New York Mellon Corp	0001390777	26,991	0.03%	▲16,811	+165.14%	$83.13K
16	Nuveen, LLC	0001871926	25,381	0.02%	▲13,013	+105.22%	$78.17K
17	AQR CAPITAL MANAGEMENT LLC	0001167557	24,098	0.02%	▲11,524	+91.65%	$74.22K
18	Central Pacific Bank - Trust Division	0002020066	24,000	0.02%	▲24,000	0.00%	$73.92K
19	TWO SIGMA SECURITIES, LLC	0001450144	21,487	0.02%	▲21,487	0.00%	$66.18K

Showing 1 to 20 of 59 holders