SBC Medical Group Holdings SBC Institutional Ownership

NASDAQ SBC

$5.47 +0.01 (+0.18%)

As of: Oct 21, 2026 · 10:18 AM EDT

Institutions by Trading Activity

58 Institutions

Increased 48 82.8%

Unchanged 3 5.2%

Reduced 7 12.1%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

4.29%

▲+2.96 pp QoQ

Shares Held by Institutions

4.40Mn

of 102.58Mn outstanding

▲+220.85% QoQ

Shares Outstanding

102.58Mn

98.18Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▲+9 vs prior quarter

Net Shares Added (QoQ)

+3.03Mn

accumulated since last quarter

Value of Holdings

$23.31Mn

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

Updated Oct 10, 2026

SBC Medical Group Holdings Inc (NASDAQ:SBC) was reported as a holding by 58 institutional investors in 13F filings for the quarter ended June 30, 2026.

Together they owned 4.29% of the outstanding stock in Q2 2026, up from 1.33% a quarter earlier.
Total holdings of SBC Medical Group Holdings shares rose 220.85% from Q1 2026, and the number of holders rose 114.81% from Q2 2025.
Of these 58 holders, 48 added to their positions, 7 reduced their stakes and 3 left their positions unchanged.
In total, institutional investors held 4.4Mn shares of SBC Medical Group Holdings at the end of Q2 2026, up 3.03Mn from the prior quarter and up 3.8Mn from a year earlier.
As of June 30, 2026, the biggest holder of SBC Medical Group Holdings was Lumbard & Kellner, LLC with 1.73Mn shares, or 1.68% of shares outstanding.
Among existing holders, the largest additions to SBC Medical Group Holdings in Q2 2026 came from Lumbard & Kellner, LLC (+1.71Mn shares), BlackRock, Inc. (+504.36K shares), Geode Capital Management, LLC (+132.09K shares), Vanguard Portfolio Management LLC (+64.75K shares) and Northern Trust Corp (+40.06K shares).
Holders that trimmed the most shares of SBC Medical Group Holdings in Q2 2026 while keeping a position were Russell Investments Group, Ltd. (-9.26K shares), Tower Research Capital LLC (-1.32K shares), Essential Partners LLC (-505 shares), Vanguard Capital Management LLC (-456 shares) and California State Teachers Retirement System (-452 shares).
SBC Medical Group Holdings' 10 largest institutional shareholders as of Q2 2026 were Lumbard & Kellner, LLC (1.73Mn shares), BlackRock, Inc. (924K shares), Geode Capital Management, LLC (427.86K shares), Citadel Advisors LLC (144.72K shares), Vanguard Capital Management LLC (135.78K shares), Northern Trust Corp (131.2K shares), Vanguard Portfolio Management LLC (128.29K shares), Hillsdale Investment Management Inc. (124.8K shares), Segall Bryant & Hamill, LLC (81.31K shares) and Vanguard Fiduciary Trust Co (66.28K shares), per Business Quant data.

Form 13F Holdings

58 Institutional Holders

Report period 30 Jun, 2026

Total shares held 4.40Mn

Of outstanding 4.29%

#	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	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
20	DEUTSCHE BANK AG\	0000948046	18,783	0.02%	▲18,783	0.00%	$57.85K

Showing 1 to 20 of 58 holders