Who owns Preferred Bank?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of PFBC from SEC Form 13F filings across 229 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.
As of the 2026-06-30 reporting period, 229 institutions disclosed 10.4M shares of Preferred Bank worth $1.10B — about 87.6% of shares outstanding; the largest disclosed holder is BlackRock, Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.
229
13F holders
$1.10B
value, 2026 filers
87.6%
of shares outstanding (10.4M sh)
41
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 PFBC's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 1.2M | $123.2M | 0.0% | 9.8% | -3.8% |
| 2 | T. Rowe Price Investment Management, Inc. | 1.1M | $114.4M | 0.1% | 9.1% | -0.5% |
| 3 | STATE STREET CORP | 646,206 | $68.7M | 0.0% | 5.5% | +9.8% |
| 4 | DIMENSIONAL FUND ADVISORS LP | 573,320 | $60.9M | 0.0% | 4.8% | -1.0% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 475,275 | $50.5M | 0.0% | 4% | -5.3% |
| 6 | AMERICAN CENTURY COMPANIES INC | 447,109 | $47.5M | 0.0% | 3.8% | +11.7% |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 439,652 | $46.7M | 0.0% | 3.7% | +5.5% |
| 8 | Boston Partners | 412,063 | $43.8M | 0.0% | 3.5% | +4.1% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 399,169 | $42.4M | 0.0% | 3.4% | +6.1% |
| 10 | Nuveen, LLC | 332,262 | $35.3M | 0.0% | 2.8% | -0.4% |
| 11 | TWO SIGMA INVESTMENTS, LP | 315,265 | $33.5M | 0.0% | 2.7% | +70.7% |
| 12 | VANGUARD PORTFOLIO MANAGEMENT LLC | 258,444 | $27.5M | 0.0% | 2.2% | +3.3% |
| 13 | MORGAN STANLEY | 224,570 | $23.9M | 0.0% | 1.9% | +5.8% |
| 14 | GOLDMAN SACHS GROUP INC | 174,961 | $18.6M | 0.0% | 1.5% | +7.0% |
| 15 | KENNEDY CAPITAL MANAGEMENT LLC | 167,220 | $17.8M | 0.3% | 1.4% | -24.1% |
| 16 | HSBC HOLDINGS PLC | 154,396 | $16.3M | 0.0% | 1.3% | -10.1% |
| 17 | NORTHERN TRUST CORP | 150,000 | $15.9M | 0.0% | 1.3% | +1.5% |
| 18 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 141,435 | $15.0M | 0.0% | 1.2% | +0.1% |
| 19 | Stieven Capital Advisors, L.P. | 117,921 | $12.5M | 2.4% | 1% | -3.8% |
| 20 | Bank of New York Mellon Corp | 116,241 | $12.4M | 0.0% | 1% | -3.2% |
| 21 | Invesco Ltd. | 112,712 | $12.0M | 0.0% | 1% | +2.9% |
| 22 | Dana Investment Advisors, Inc. | 105,736 | $11.2M | 0.3% | 0.9% | +33.1% |
| 23 | Qube Research & Technologies Ltd | 96,660 | $10.3M | 0.0% | 0.8% | -4.3% |
| 24 | Phocas Financial Corp. | 96,557 | $10.3M | 1.4% | 0.8% | -5.0% |
| 25 | AQR CAPITAL MANAGEMENT LLC | 83,058 | $8.8M | 0.0% | 0.7% | +135.5% |
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.