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USCB Financial (USCB) Institutional Ownership

USCB Financial logo
$17.38 -0.24 (-1.38%)
As of 03:27 PM Eastern
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Institutional Ownership Changes (13F Filings) for USCB Financial (NASDAQ:USCB)

Current
Institutional Ownership
Percentage
61.34%
Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$18.76M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$7.24M
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USCB Institutional Buying and Selling by Quarter

USCB Financial Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/13/2025Gabelli Funds LLC34,065$563K0.0%N/A0.170%
8/13/2025Endeavour Capital Advisors Inc.1,240,949$20.53M7.1%-2.9%6.180%
8/13/2025First Trust Advisors LP12,795$212K0.0%N/A0.064%
8/13/2025Kennedy Capital Management LLC310,887$5.14M0.1%-19.7%1.548%
8/13/2025Hsbc Holdings PLC32,875$546K0.0%+25.9%0.164%
8/12/2025 Rhumbline Advisers16,294$269K0.0%-5.9%0.081%
8/12/2025 Hillsdale Investment Management Inc.11,700$194K0.0%-27.4%0.058%
8/12/2025 JPMorgan Chase & Co.14,991$248K0.0%-43.0%0.075%
8/8/2025 Police & Firemen s Retirement System of New Jersey2,297$38K0.0%N/A0.011%
8/8/2025 Geode Capital Management LLC248,716$4.11M0.0%+1.7%1.241%
8/7/2025 Connor Clark & Lunn Investment Management Ltd.58,668$970K0.0%+10.6%0.293%
8/7/2025 Los Angeles Capital Management LLC13,883$230K0.0%-18.9%0.069%
6/27/2025Goldman Sachs Group Inc.62,041$1.15M0.0%-5.3%0.309%
5/29/2025 Rhumbline Advisers17,312$321K0.0%-3.5%0.086%
5/21/2025 Acadian Asset Management LLC13,502$250K0.0%-8.2%0.067%
5/21/2025Mendon Capital Advisors Corp670,178$12.44M6.1%-0.7%3.343%
5/16/2025Goldman Sachs Group Inc.62,041$1.15M0.0%-5.3%0.309%
5/16/2025Alliancebernstein L.P.893,105$16.58M0.0%-1.6%4.455%
5/14/2025Keeley Teton Advisors LLC33,902$629K0.1%+36.4%0.169%
5/14/2025Hsbc Holdings PLC26,105$485K0.0%+21.1%0.130%
5/12/2025 Nuveen LLC15,564$289K0.0%N/A0.078%
5/12/2025 Connor Clark & Lunn Investment Management Ltd.53,055$985K0.0%+15.4%0.265%
5/9/2025 Deutsche Bank AG8,881$165K0.0%N/A0.044%
5/9/2025 Charles Schwab Investment Management Inc.31,912$592K0.0%+5.2%0.159%
5/9/2025 Pacific Ridge Capital Partners LLC364,698$6.77M1.8%-4.8%1.819%
5/1/2025 ELCO Management Co. LLC38,889$722K0.4%-10.6%0.194%
4/8/2025 Rhumbline Advisers17,312$321K0.0%-3.5%0.086%
2/17/2025Millennium Management LLC62,133$1.10M0.0%+59.1%0.313%
2/17/2025Bank of America Corp DE25,552$454K0.0%+25.9%0.129%
2/17/2025Basswood Capital Management L.L.C.514,460$9.13M0.5%-6.5%2.593%
2/17/2025BNP Paribas Financial Markets2,049$36K0.0%N/A0.010%
2/14/2025Northern Trust Corp83,690$1.49M0.0%-0.8%0.422%
2/14/2025Mendon Capital Advisors Corp674,811$11.98M5.9%+7.4%3.401%
2/14/2025Hsbc Holdings PLC21,553$382K0.0%+8.1%0.109%
2/14/2025Stifel Financial Corp15,424$274K0.0%-3.7%0.078%
2/14/2025 Dimensional Fund Advisors LP100,597$1.79M0.0%+12.5%0.507%
2/13/2025Salzhauer Michael29,269$520K0.2%-5.6%0.148%
2/13/2025Keeley Teton Advisors LLC24,858$441K0.1%-13.7%0.125%
2/13/2025Barclays PLC39,262$697K0.0%+21.2%0.198%
2/13/2025Kennedy Capital Management LLC285,305$5.06M0.1%+309.5%1.438%
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2/13/2025 ELCO Management Co. LLC43,522$773K0.4%-25.2%0.219%
2/13/2025Renaissance Technologies LLC117,088$2.08M0.0%+17.6%0.590%
2/13/2025Elizabeth Park Capital Advisors Ltd.88,599$1.57M1.3%-25.5%0.447%
2/13/2025Wells Fargo & Company MN5,799$103K0.0%+32.8%0.029%
2/12/2025Endeavour Capital Advisors Inc.1,304,836$23.16M7.4%-5.2%6.577%
2/12/2025Alliancebernstein L.P.907,329$16.11M0.0%+0.1%4.573%
2/12/2025 Pacific Ridge Capital Partners LLC383,097$6.80M1.6%-1.3%1.931%
2/12/2025 JPMorgan Chase & Co.51,043$906K0.0%+159.3%0.257%
2/10/2025 Connor Clark & Lunn Investment Management Ltd.45,967$816K0.0%+70.6%0.232%
2/4/2025 Los Angeles Capital Management LLC18,718$332K0.0%N/A0.094%
2/4/2025 Bank of New York Mellon Corp21,862$388K0.0%-3.8%0.110%
1/29/2025Salzhauer Michael29,269$520K0.2%-5.6%0.148%
12/26/2024 JPMorgan Chase & Co.19,686$300K0.0%+228.4%0.099%
11/19/2024Barclays PLC32,400$494K0.0%+57.8%0.163%
11/16/2024 Geode Capital Management LLC237,892$3.63M0.0%+1.4%1.212%
11/15/2024Barclays PLC32,400$494K0.0%+57.8%0.165%
11/15/2024Stifel Financial Corp16,015$244K0.0%N/A0.082%
11/15/2024Banc Funds Co. LLC149,230$2.28M0.2%-10.3%0.761%
11/15/2024Basswood Capital Management L.L.C.550,349$8.39M0.4%+22.6%2.805%
11/14/2024MetLife Investment Management LLC6,656$102K0.0%+129.0%0.034%
11/12/2024 Charles Schwab Investment Management Inc.30,331$463K0.0%-4.7%0.155%
11/8/2024 Connor Clark & Lunn Investment Management Ltd.26,939$411K0.0%N/A0.137%
11/6/2024Curi RMB Capital LLC570,636$8.70M0.2%-6.5%2.908%
8/30/2024Mendon Capital Advisors Corp610,136$7.83M6.6%+611.6%3.110%
8/16/2024 Pacific Ridge Capital Partners LLC416,659$5.35M1.3%-4.1%2.120%
8/15/2024Endeavour Capital Advisors Inc.1,378,028$17.68M6.2%+0.5%7.013%
8/15/2024 ELCO Management Co. LLC58,209$747K0.4%-1.8%0.296%
8/12/2024Hsbc Holdings PLC10,804$134K0.0%N/A0.055%
8/9/2024Renaissance Technologies LLC66,401$852K0.0%+88.6%0.338%
8/9/2024Salzhauer Michael31,000$398K0.3%+76.4%0.158%
8/9/2024 Dimensional Fund Advisors LP66,649$854K0.0%+23.2%0.339%
8/6/2024 LSV Asset Management10,200$131K0.0%N/A0.052%
8/1/2024 Rhumbline Advisers16,063$206K0.0%-5.9%0.082%
7/26/2024 Bank of New York Mellon Corp29,990$385K0.0%+2.4%0.153%
5/16/2024Jacobs Levy Equity Management Inc.31,426$358K0.0%N/A0.160%
5/10/2024 Vanguard Group Inc.436,923$4.98M0.0%+15.4%2.224%
5/9/2024 Pacific Ridge Capital Partners LLC434,603$4.95M1.1%-4.8%2.212%
4/27/2024Salzhauer Michael17,572$200K0.2%N/A0.089%
2/23/2024Mendon Capital Advisors Corp841,339$10.31M4.3%N/A4.306%
2/14/2024RMB Capital Management LLC695,666$8.52M0.3%-16.0%3.560%
2/14/2024Basswood Capital Management L.L.C.246,178$3.02M0.2%N/A1.260%
2/13/2024Banc Funds Co. LLC229,730$2.81M0.3%-9.5%1.176%
2/12/2024 Pacific Ridge Capital Partners LLC456,323$5.59M1.1%+7.3%2.335%
2/9/2024 Abrams Capital Management L.P.149,786$1.84M0.1%-76.9%0.767%
1/16/2024Raymond James & Associates41,690$511K0.0%-54.6%0.213%
11/15/2023Kennedy Capital Management LLC71,717$754K0.0%+7.9%0.367%
11/13/2023 Pacific Ridge Capital Partners LLC425,085$4.47M1.0%+5.5%2.174%
11/2/2023LWM Advisory Services LLC3,655$38K0.0%N/A0.019%
10/24/2023Raymond James & Associates91,754$964K0.0%-11.1%0.469%
7/25/2023Raymond James & Associates103,246$1.05M0.0%-21.9%0.526%
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5/15/2023Maltese Capital Management LLC459,900$4.55M1.7%-7.5%2.344%
5/15/2023 ELCO Management Co. LLC82,818$819K0.6%+27.1%0.422%
5/10/2023Keeley Teton Advisors LLC28,800$285K0.0%+9.5%0.147%
5/2/2023River Oaks Capital LLC214,541$2.12M3.0%+93.6%1.093%
4/14/2023Raymond James & Associates132,194$1.31M0.0%+13.0%0.674%
3/23/2023MetLife Investment Management LLC6,509$79K0.0%N/A0.033%
2/14/2023 Pacific Ridge Capital Partners LLC334,096$4.08M1.0%-1.5%1.670%
2/10/2023 Abrams Capital Management L.P.649,085$7.92M0.3%-23.2%3.245%
2/10/2023Keeley Teton Advisors LLC26,300$321K0.0%+31.5%0.132%
2/8/2023Raymond James & Associates116,994$1.43M0.0%+26.6%0.585%
(Data available from 1/1/2016 forward)

USCB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of USCB shares?

During the previous two years, 45 institutional investors and hedge funds held shares of USCB Financial. The most heavily invested institutionals were Endeavour Capital Advisors Inc. ($20.53M), Alliancebernstein L.P. ($16.58M), Mendon Capital Advisors Corp ($12.44M), Basswood Capital Management L.L.C. ($9.13M), Curi RMB Capital LLC ($8.70M), RMB Capital Management LLC ($8.52M), and Pacific Ridge Capital Partners LLC ($6.77M).Learn more on USCB Financial's institutional investors.

What percentage of USCB Financial's stock is owned by institutional investors?

61.34% of USCB Financial's stock is owned by institutional investors. Learn more on USCB's institutional investor holdings.

Which institutional investors have been buying USCB Financial's stock?

Of the 33 institutional investors that purchased USCB Financial's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Mendon Capital Advisors Corp ($1.41M), Basswood Capital Management L.L.C. ($347.56K), Kennedy Capital Management LLC ($220.88K), Connor Clark & Lunn Investment Management Ltd. ($58.67K), Vanguard Group Inc. ($58.37K), Pacific Ridge Capital Partners LLC ($53.47K), and Renaissance Technologies LLC ($48.68K).

How much institutional buying is happening at USCB Financial?

Institutional investors have bought a total of 1,233,251 shares in the last 24 months. This purchase volume represents approximately $18.76M in transactions.

Which of USCB Financial's major shareholders have been selling company stock?

Of the 22 institutional investors that sold USCB Financial's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Endeavour Capital Advisors Inc. ($107.71K), Kennedy Capital Management LLC ($76.48K), Pacific Ridge Capital Partners LLC ($41.36K), Curi RMB Capital LLC ($39.50K), Basswood Capital Management L.L.C. ($35.89K), Elizabeth Park Capital Advisors Ltd. ($30.26K), and ELCO Management Co. LLC ($20.40K).

How much institutional selling is happening at USCB Financial?

Institutional investors have sold a total of 427,949 shares in the last 24 months. This volume of shares sold represents approximately $7.24M in transactions.


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This page (NASDAQ:USCB) was last updated on 8/14/2025 by MarketBeat.com Staff
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