Who Owns Avidia Bancorp Stock?
NYSE: AVBCFinancial ServicesBanks - RegionalUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 36.47%
- Held by insiders
- 12.71%
- Institutional holders
- 117
- Institutions 36.5%
- Insiders 12.7%
- Public and other 50.8%
Who owns Avidia Bancorp stock?
Institutional investors own about 36.5% of Avidia Bancorp's shares, spread across 117 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 12.71% of AVBC.
The largest institutional holders are T. Rowe Price Investment Management, Inc. (5.87%), Blackrock Inc. (5.77%) and Vanguard Capital Management LLC (4.01%). Together, the top 10 institutions control 25.1% of shares outstanding. In their latest filings, 7 of the top 10 institutions increased their AVBC positions and 2 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of AVBC
| Institution | Shares | % Held | Change |
|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 1.17M | 5.87% | -2.1% |
| Blackrock Inc. | 1.15M | 5.77% | +316.5% |
| Vanguard Capital Management LLC | 800.79K | 4.01% | -2.6% |
| FJ Capital Management LLC | 497.26K | 2.49% | 0.0% |
| Geode Capital Management, LLC | 442.62K | 2.22% | +101.3% |
| State Street Corporation | 251.30K | 1.26% | +299.4% |
| Two Sigma Investments, LP | 247.21K | 1.24% | +17.1% |
| Hennessy Advisors Inc | 157.00K | 0.79% | +1.3% |
| Morgan Stanley | 149.09K | 0.75% | +20.3% |
| Marshall Wace LLP | 146.20K | 0.73% | +44.8% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of AVBC
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 571.05K | 2.86% |
| T. Rowe Price Small-Cap Value Fund, Inc. | 521.13K | 2.61% |
| iShares Trust-iShares Russell 2000 ETF | 346.87K | 1.74% |
| TR PRICE-Price (T.Rowe) U.S. Small-Cap Value Equity Trust | 345.70K | 1.73% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 210.49K | 1.05% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | 196.24K | 0.98% |
| iShares Trust-iShares Russell 2000 Value ETF | 170.56K | 0.85% |
| Hennessy Funds Trust-Hennessy Small Cap Financial Fund | 157.00K | 0.79% |
| NORTHWESTERN MUTUAL SERIES FUND INC-Small Cap Value Portfolio | 124.82K | 0.63% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | 92.27K | 0.46% |
Frequently asked questions
Who is the largest shareholder of Avidia Bancorp?
T. Rowe Price Investment Management, Inc. is the largest institutional shareholder of AVBC, owning 5.87% of shares outstanding (1.17M shares) as of its latest 13F filing.
What percentage of Avidia Bancorp is owned by institutions?
Institutions own about 36.5% of AVBC shares and 41.8% of the public float.
How much of Avidia Bancorp do insiders own?
Insiders, such as officers and directors, own about 12.71% of AVBC shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.