Who Owns Bar Harbor Bankshares Stock?
NYSE: BHBFinanceMajor BanksUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 64.97%
- Held by insiders
- 3.35%
- Institutional holders
- 231
- Institutions 65.0%
- Insiders 3.3%
- Public and other 31.7%
Who owns Bar Harbor Bankshares stock?
Institutional investors own about 65.0% of Bar Harbor Bankshares's shares, spread across 231 institutions that file 13F reports. That level of institutional ownership is moderate. Insiders, including executives, directors and large founding shareholders, hold 3.35% of BHB.
The largest institutional holders are Blackrock Inc. (9.65%), Dimensional Fund Advisors LP (5.57%) and Vanguard Capital Management LLC (4.30%). Together, the top 10 institutions control 35.7% of shares outstanding. In their latest filings, 6 of the top 10 institutions increased their BHB positions and 4 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of BHB
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Blackrock Inc. | 1.62M | 9.65% | +16.1% |
| Dimensional Fund Advisors LP | 933.89K | 5.57% | +4.7% |
| Vanguard Capital Management LLC | 720.97K | 4.30% | -2.0% |
| State Street Corporation | 568.25K | 3.39% | +53.6% |
| Geode Capital Management, LLC | 436.78K | 2.61% | +5.4% |
| Boston Partners | 434.51K | 2.59% | +3.0% |
| Bar Harbor Wealth Management | 385.17K | 2.30% | -3.9% |
| Manufacturers Life Insurance Co. | 372.37K | 2.22% | -0.6% |
| Two Sigma Investments, LP | 263.00K | 1.57% | +4.2% |
| American Century Companies Inc | 246.32K | 1.47% | -0.8% |
% 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 BHB
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 509.48K | 3.04% |
| iShares Trust-iShares Russell 2000 ETF | 464.16K | 2.77% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | 226.48K | 1.35% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | 215.54K | 1.29% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 194.41K | 1.16% |
| ProShares Trust-ProShares Russell 2000 Dividend Growers ETF | 190.59K | 1.14% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | 183.65K | 1.10% |
| John Hancock Investment Trust II-Regional Bank Fund | 176.74K | 1.05% |
| John Hancock Financial Opportunities Fund | 169.84K | 1.01% |
| iShares Trust-iShares Russell 2000 Value ETF | 163.47K | 0.98% |
Frequently asked questions
Who is the largest shareholder of Bar Harbor Bankshares?
Blackrock Inc. is the largest institutional shareholder of BHB, owning 9.65% of shares outstanding (1.62M shares) as of its latest 13F filing.
What percentage of Bar Harbor Bankshares is owned by institutions?
Institutions own about 65.0% of BHB shares and 67.2% of the public float.
How much of Bar Harbor Bankshares do insiders own?
Insiders, such as officers and directors, own about 3.35% of BHB 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.