Who Owns SBC Medical Group Stock?
NASDAQ: SBCHealth CareMedical/Nursing ServicesUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 4.45%
- Held by insiders
- 81.53%
- Institutional holders
- 88
- Institutions 4.4%
- Insiders 81.5%
- Public and other 14.0%
Who owns SBC Medical Group stock?
Institutional investors own about 4.4% of SBC Medical Group's shares, spread across 88 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 81.53% of SBC.
The largest institutional holders are Lumbard & Kellner, LLC (1.68%), Blackrock Inc. (0.90%) and Geode Capital Management, LLC (0.42%). Together, the top 10 institutions control 3.8% of shares outstanding. In their latest filings, 8 of the top 10 institutions increased their SBC positions and 1 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of SBC
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Lumbard & Kellner, LLC | 1.73M | 1.68% | +9899.5% |
| Blackrock Inc. | 924.00K | 0.90% | +120.2% |
| Geode Capital Management, LLC | 427.86K | 0.42% | +44.7% |
| Citadel Advisors Llc | 144.72K | 0.14% | +100.0% |
| Vanguard Capital Management LLC | 135.78K | 0.13% | -0.3% |
| Northern Trust Corporation | 131.20K | 0.13% | +44.0% |
| Vanguard Portfolio Management LLC | 128.29K | 0.12% | +101.9% |
| Hillsdale Investment Management Inc. | 124.80K | 0.12% | +100.0% |
| Segall Bryant & Hamill, LLC | 81.31K | 0.08% | 0.0% |
| Vanguard Fiduciary Trust Co | 66.28K | 0.06% | +6.1% |
% 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 SBC
| Fund | Shares | % Held |
|---|---|---|
| iShares Trust-iShares Russell 2000 ETF | 373.08K | 0.36% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | 214.32K | 0.21% |
| iShares Trust-iShares Russell 2000 Value ETF | 170.71K | 0.17% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 135.78K | 0.13% |
| iShares Trust-iShares Micro-Cap ETF | 64.03K | 0.06% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | 60.59K | 0.06% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | 57.56K | 0.06% |
| SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund | 46.85K | 0.05% |
| Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund | 42.63K | 0.04% |
| Quantitative Master Series LLC-Master Small Cap Index Series | 38.16K | 0.04% |
Frequently asked questions
Who is the largest shareholder of SBC Medical Group?
Lumbard & Kellner, LLC is the largest institutional shareholder of SBC, owning 1.68% of shares outstanding (1.73M shares) as of its latest 13F filing.
What percentage of SBC Medical Group is owned by institutions?
Institutions own about 4.4% of SBC shares and 24.1% of the public float.
How much of SBC Medical Group do insiders own?
Insiders, such as officers and directors, own about 81.53% of SBC 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.