Uscb Financial Holdings USCB Institutional Ownership

NASDAQ USCB

$22.75 +0.46 (+2.06%)

At close: Oct 22, 2026 · 4:00 PM EDT

Institutions by Trading Activity

95 Institutions

Increased 58 61.1%

Unchanged 19 20.0%

Reduced 18 18.9%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

67.35%

▲+3.91 pp QoQ

Shares Held by Institutions

12.43Mn

of 18.46Mn outstanding

▲+7.33% QoQ

Shares Outstanding

18.46Mn

6.03Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▲+5 vs prior quarter

Net Shares Added (QoQ)

+849.17K

accumulated since last quarter

Value of Holdings

$277.13Mn

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

Uscb Financial Holdings, Inc. (NASDAQ:USCB) appeared in the 13F filings of 95 institutional investors for the quarter ended June 30, 2026.

Together they owned 67.35% of the outstanding stock in Q2 2026, up from 63.45% a quarter earlier.
Total holdings of USCB shares rose 7.33% from Q1 2026, and the holder count rose 37.68% from Q2 2025.
Of these 95 holders, 58 added to their positions, 18 reduced their stakes and 19 left their positions unchanged.
Combined, institutional investors held 12.43Mn shares of USCB as of Q2 2026, up 849.17K from the prior quarter and down 166.1K from a year earlier.
Patriot Financial Partners GP II, L.P. was the top holder of Uscb Financial Holdings as of June 30, 2026, with 1.81Mn shares, or 9.79% of shares outstanding.
The largest position increases in USCB for Q2 2026 were by T. Rowe Price Investment Management, Inc. (+247.88K shares), BlackRock, Inc. (+162.99K shares), American Century Companies Inc (+94.91K shares), Wellington Management Group LLP (+81.45K shares) and Squarepoint Ops LLC (+39.62K shares).
Holders that trimmed the most shares of Uscb Financial Holdings in Q2 2026 while keeping a position were Patriot Financial Partners GP II, L.P. (-50K shares), Northern Trust Corp (-28.84K shares), Morgan Stanley (-11.56K shares), Goldman Sachs Group Inc (-5.07K shares) and Connor, Clark & Lunn Investment Management Ltd. (-4.79K shares).
Uscb Financial Holdings' 10 largest institutional shareholders as of Q2 2026 were Patriot Financial Partners GP II, L.P. (1.81Mn shares), T. Rowe Price Investment Management, Inc. (1.57Mn shares), BlackRock, Inc. (1.07Mn shares), Endeavour Capital Advisors Inc (1.05Mn shares), AllianceBernstein L.P. (974.02K shares), Mendon Capital Advisors Corp (597.79K shares), Curi Capital, LLC (550.09K shares), Wellington Management Group LLP (539.78K shares), Vanguard Capital Management LLC (489.67K shares) and Basswood Capital Management, L.L.C. (436.89K shares), per Business Quant data.

Form 13F Holdings

95 Institutional Holders

Report period 30 Jun, 2026

Total shares held 12.43Mn

Of outstanding 67.35%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Patriot Financial Partners GP II, L.P.	0002061817	1,806,286	9.79%	▼50,000	-2.69%	$36.96Mn
2	T. Rowe Price Investment Management, Inc.	0001897612	1,568,820	8.50%	▲247,875	+18.76%	$32.10K
3	BlackRock, Inc.	0002012383	1,071,823	5.81%	▲162,986	+17.93%	$21.93Mn
4	ENDEAVOUR CAPITAL ADVISORS INC	0001218749	1,052,333	5.70%	▲27,595	+2.69%	$21.53Mn
5	ALLIANCEBERNSTEIN L.P.	0001109448	974,023	5.28%	▲36,666	+3.91%	$18.06Mn
6	MENDON CAPITAL ADVISORS CORP	0001177043	597,788	3.24%	▲23,688	+4.13%	$12.23Mn
7	Curi Capital, LLC	0001332905	550,085	2.98%	▲22,981	+4.36%	$11.25Mn
8	WELLINGTON MANAGEMENT GROUP LLP	0000902219	539,779	2.92%	▲81,450	+17.77%	$11.04Mn
9	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	489,668	2.65%	▲1,789	+0.37%	$10.02Mn
10	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	0001085393	436,892	2.37%	0	0.00%	$8.94Mn
11	Pacific Ridge Capital Partners, LLC	0001591546	339,688	1.84%	▼2,632	-0.77%	$6.95Mn
12	GEODE CAPITAL MANAGEMENT, LLC	0001214717	282,557	1.53%	▲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	1.23%	▲27,931	+14.05%	$4.64Mn
15	State Street Corp	0000093751	157,682	0.85%	▲3,528	+2.29%	$3.23Mn
16	AMERICAN CENTURY COMPANIES INC	0000748054	155,295	0.84%	▲94,910	+157.17%	$3.18Mn
17	MALTESE CAPITAL MANAGEMENT LLC	0001040762	130,000	0.70%	▼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 95 holders