Uscb Financial Holdings USCB Institutional Ownership

NASDAQ USCB

$23.05 -0.08 (-0.35%)

As of: Sep 21, 2026 · 1:46 PM EDT

Institutions by Trading Activity

96 Institutions

Increased 59 61.5%

Unchanged 19 19.8%

Reduced 18 18.8%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

67.96%

▲+4.36 pp QoQ

Shares Held by Institutions

12.47Mn

of 18.35Mn outstanding

▲+8.85% QoQ

Shares Outstanding

18.35Mn

5.88Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▲+6 vs prior quarter

Net Shares Added (QoQ)

+1.01Mn

accumulated since last quarter

Value of Holdings

$288.39Mn

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

Uscb Financial Holdings, Inc. (NASDAQ:USCB) appears in 96 institutional 13F filings for the quarter ending June 2026.

Collectively, these holders controlled 68.0% of Uscb Financial Holdings's outstanding shares in June 2026, up from 63.6% in March 2026.
Their total shares held in USCB increased 8.85% from the prior quarter, while the number of investors in Uscb Financial Holdings increased 35.21% year over year.
Of these 96 holders, 59 added to their stakes in Uscb Financial Holdings, 18 trimmed positions, and 19 made no changes.
In total, institutional investors held 12.47Mn shares in Uscb Financial Holdings as of June 2026, up by 1.01Mn shares quarter on quarter, and down 228.48K shares year over year.
Patriot Financial Partners GP II, L.P. is the top holder of Uscb Financial Holdings as of June 30, 2026, with 1.81Mn shares representing 9.85% of outstanding stock.
Leading buyers of Uscb Financial Holdings shares for the quarter ending June 2026 were T. Rowe Price Investment Management, Inc. (247.88K), BlackRock, Inc. (162.99K), AMERICAN CENTURY COMPANIES INC (94.91K), WELLINGTON MANAGEMENT GROUP LLP (81.45K), Squarepoint Ops LLC (39.62K).
The largest sellers of Uscb Financial Holdings for the quarter ending June 2026 were Patriot Financial Partners GP II, L.P. (50.0K), Northern Trust Corp (28.84K), Morgan Stanley (11.56K), Goldman Sachs Group Inc (5.07K), Connor, Clark & Lunn Investment Management Ltd. (4.79K).
Business Quant data shows the 10 biggest positions in Uscb Financial Holdings as of June 2026 are held by Patriot Financial Partners GP II, L.P. (1.81Mn), T. Rowe Price Investment Management, Inc. (1.57Mn), BlackRock, Inc. (1.07Mn), ENDEAVOUR CAPITAL ADVISORS INC (1.05Mn), ALLIANCEBERNSTEIN L.P. (974.02K), MENDON CAPITAL ADVISORS CORP (597.79K), Curi Capital, LLC (550.08K), WELLINGTON MANAGEMENT GROUP LLP (539.78K), VANGUARD CAPITAL MANAGEMENT LLC (489.67K), BASSWOOD CAPITAL MANAGEMENT, L.L.C. (436.89K).

Form 13F Holdings

96 Institutional Holders

Report period 30 Jun, 2026

Total shares held 12.47Mn

Of outstanding 67.96%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Patriot Financial Partners GP II, L.P.	0002061817	1,806,286	9.85%	▼50,000	-2.69%	$36.96Mn
2	T. Rowe Price Investment Management, Inc.	0001897612	1,568,820	8.55%	▲247,875	+18.76%	$32.10K
3	BlackRock, Inc.	0002012383	1,071,823	5.84%	▲162,986	+17.93%	$21.93Mn
4	ENDEAVOUR CAPITAL ADVISORS INC	0001218749	1,052,333	5.74%	▲27,595	+2.69%	$21.53Mn
5	ALLIANCEBERNSTEIN L.P.	0001109448	974,023	5.31%	▲36,666	+3.91%	$18.06Mn
6	MENDON CAPITAL ADVISORS CORP	0001177043	597,788	3.26%	▲23,688	+4.13%	$12.23Mn
7	Curi Capital, LLC	0001332905	550,085	3.00%	▲22,981	+4.36%	$11.25Mn
8	WELLINGTON MANAGEMENT GROUP LLP	0000902219	539,779	2.94%	▲81,450	+17.77%	$11.04Mn
9	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	489,668	2.67%	▲1,789	+0.37%	$10.02Mn
10	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	0001085393	436,892	2.38%	0	0.00%	$8.94Mn
11	Pacific Ridge Capital Partners, LLC	0001591546	339,688	1.85%	▼2,632	-0.77%	$6.95Mn
12	GEODE CAPITAL MANAGEMENT, LLC	0001214717	282,557	1.54%	▲30,395	+12.05%	$5.78Mn
13	KENNEDY CAPITAL MANAGEMENT LLC	0000884589	239,386	1.30%	▼4,050	-1.66%	$4.90Mn
14	DIMENSIONAL FUND ADVISORS LP	0000354204	226,776	1.24%	▲27,931	+14.05%	$4.64Mn
15	State Street Corp	0000093751	157,682	0.86%	▲3,528	+2.29%	$3.23Mn
16	AMERICAN CENTURY COMPANIES INC	0000748054	155,295	0.85%	▲94,910	+157.17%	$3.18Mn
17	MALTESE CAPITAL MANAGEMENT LLC	0001040762	130,000	0.71%	▼4,197	-3.13%	$2.66Mn
18	Elizabeth Park Capital Advisors, Ltd.	0001600583	110,599	0.60%	0	0.00%	$2.26Mn
19	BANC FUNDS CO LLC	0001029311	95,580	0.52%	0	0.00%	$1.96Mn
20	RENAISSANCE TECHNOLOGIES LLC	0001037389	92,000	0.50%	▲800	+0.88%	$1.88Mn

Showing 1 to 20 of 96 holders