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Who owns AVBHWhat AVBH owns — n/a

Who owns Avidbank Holdings, Inc.?

Institutional ownership of AVBH from SEC Form 13F filings across 70 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

70

13F holders

$167.5M

value, 2026 filers

47.5%

of shares outstanding (5.2M sh)

11

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of AVBH's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1ALLIANCEBERNSTEIN L.P.883,421$25.2M0.0%8.1%-0.5%
2BlackRock, Inc.591,284$19.5M0.0%5.4%+165.6%
3ADAGE CAPITAL PARTNERS GP, L.L.C.493,139$16.3M0.0%4.5%+9.1%
4MANUFACTURERS LIFE INSURANCE COMPANY, THE372,756$12.3M0.0%3.4%-11.6%
5VANGUARD CAPITAL MANAGEMENT LLC362,951$12.0M0.0%3.3%-46.5%
6WELLINGTON MANAGEMENT GROUP LLP308,439$10.2M0.0%2.8%-5.6%
7First Eagle Investment Management, LLC284,040$9.4M0.0%2.6%-28.0%
8TWO SIGMA INVESTMENTS, LP262,300$8.7M0.0%2.4%+404.0%
9GEODE CAPITAL MANAGEMENT, LLC214,083$7.1M0.0%2%+76.0%
10MENDON CAPITAL ADVISORS CORP190,858$6.3M2.2%1.7%-13.1%
11MORGAN STANLEY127,191$4.2M0.0%1.2%+64.1%
12FRANKLIN RESOURCES INC108,439$3.6M0.0%1%-9.1%
13CITADEL ADVISORS LLC84,833$2.8M0.0%0.8%+131.6%
14UBS Group AG80,778$2.7M0.0%0.7%+505.3%
15NORTHERN TRUST CORP67,599$2.2M0.0%0.6%+128.1%
16VANGUARD PORTFOLIO MANAGEMENT LLC62,267$2.1M0.0%0.6%+266.0%
17Qube Research & Technologies Ltd59,798$2.0M0.0%0.5%-13.8%
18JPMORGAN CHASE & CO58,709$1.9M0.0%0.5%+4866.9%
19VANGUARD FIDUCIARY TRUST CO49,536$1.6M0.0%0.5%+2.5%
20BNP PARIBAS FINANCIAL MARKETS46,218$1.5M0.0%0.4%+442.1%
21Composition Wealth, LLC44,200$1.5M0.0%0.4%-18.5%
22GOLDMAN SACHS GROUP INC42,760$1.4M0.0%0.4%+197.4%
23Point72 Asset Management, L.P.37,305$1.2M0.0%0.3%+416.0%
24Focus Partners Wealth33,336$1.1M0.0%0.3%-8.4%
25Voleon Capital Management LPNEW27,629$912,5860.0%0.3%new

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.