Siebert Financial Corp (SIEB) Institutional Ownership

Institutions by Trading Activity

40,550,000Shares Outstanding

84,202Shares held by institutions

$226,503Value of institutional holdings

2.45%Institutional ownership %

-15.84%Shares Changed QoQ

7No. of institutional investors

The institutional landscape for Siebert Financial Corp (NASDAQ:SIEB) includes 7 filers as of the latest reporting cycle ending December 2025.

These investors collectively held 2.4% of the company's total shares outstanding in December 2025, down from 8.7% in September 2025.
Institutional share ownership changed by -15.84% QoQ, while the number of institutional owners saw a decrease of 70.83% YoY.
Among the 7 institutional holders of Siebert Financial, 2 added to their stakes while 3 trimmed their positions and 2 held steady.
This class of investors decreased its holdings in Siebert Financial to 992.87K shares for the 13F-cycle ending December 2025, down by 186.85K shares quarter on quarter, and down 34.84K shares year over year.
The top institutional stake in Siebert Financial as of December 31, 2025 belongs to VANGUARD GROUP INC, which owns 752.59K shares, or 1.86% of the company.
Among the most significant buyers of Siebert Financial during December 2025 were VANGUARD GROUP INC (28.61K), CWM, LLC (1).
Leading sellers of Siebert Financial stock in December 2025 included UBS Group AG (135.83K), NAVELLIER & ASSOCIATES INC (79.59K), AMALGAMATED BANK (39).
The top 7 institutional holders of Siebert Financial for the quarter ending December 2025 included VANGUARD GROUP INC (752.59K), UBS Group AG (87.29K), STRS OHIO (84.20K), NAVELLIER & ASSOCIATES INC (68.33K), AMALGAMATED BANK (444), CWM, LLC (13), SBI Securities Co., Ltd. (2).

84,202 Total Shares Held

Rows:

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	30 Sep, 2025	769,753	-2,994	-0.39%	$2,247,678.00
VANGUARD GROUP INC	30 Sep, 2025	723,975	38,318	5.59%	$2,114,007.00
GEODE CAPITAL MANAGEMENT, LLC	30 Sep, 2025	416,868	16,380	4.09%	$1,217,371.00
UBS Group AG	30 Sep, 2025	223,128	-42,059	-15.86%	$651,533.00
Cetera Investment Advisers	30 Sep, 2025	152,068	0	0.00%	$444,039.00
NAVELLIER & ASSOCIATES INC	30 Sep, 2025	147,918	73,646	99.16%	$431,921.00
STATE STREET CORP	30 Sep, 2025	144,234	32,231	28.78%	$421,163.00
NORTHERN TRUST CORP	30 Sep, 2025	141,331	24,451	20.92%	$412,687.00
STRS OHIO	30 Sep, 2025	84,200	0	0.00%	$245,864.00
GOLDMAN SACHS GROUP INC	30 Sep, 2025	74,197	34,683	87.77%	$216,655.00
BRIDGEWAY CAPITAL MANAGEMENT, LLC	30 Sep, 2025	64,060	39,060	156.24%	$187,055.00
WINTON GROUP Ltd	30 Sep, 2025	59,051	59,051	0.00%	$172,429.00
DIMENSIONAL FUND ADVISORS LP	30 Sep, 2025	58,709	28,013	91.26%	$171,393.00
Focus Partners Wealth	30 Sep, 2025	36,371	-429	-1.17%	$106,203.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	30 Sep, 2025	35,189	0	0.00%	$102,752.00
Bank of New York Mellon Corp	30 Sep, 2025	33,673	8,710	34.89%	$98,326.00
DEUTSCHE BANK AG\	30 Sep, 2025	32,823	32,823	0.00%	$95,843.00
PANAGORA ASSET MANAGEMENT INC	30 Sep, 2025	32,803	38	0.12%	$95,785.00
Russell Investments Group, Ltd.	30 Sep, 2025	31,394	31,394	0.00%	$91,670.00
AMERICAN CENTURY COMPANIES INC	30 Sep, 2025	28,256	28,256	0.00%	$82,508.00

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