Isabella BankISBA

13F holders, Q3 2025 (September 30)
22holders +5
7new positions
2sold out
1famous investor
$35.25avg. 13F price*

At the end of Q3 2025, 22 institutions reported holding Isabella Bank Corp. (ISBA) in their 13F filings, up 5 from Q2 2025. 7 opened new positions and 2 sold out. The largest holders were Vanguard Group Inc. ($8.7M), BlackRock, Inc. ($3.5M) and Geode Capital Management, LLC ($2.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Isabella Bank Corp.
CUSIP
464214105
Latest filing quarter
Q2 2026

History

Number of 13F holders

0204060 Q4 2024: 1Q4 2024Q1 2025: 1Q1 2025Q2 2025: 17Q2 2025Q3 2025: 22Q3 2025Q4 2025: 34Q4 2025Q1 2026: 43Q1 2026Q2 2026: 59Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions7$2.3M
Exits2$6K

All 13F filers, Q2 2025 → Q3 2025: 231,633 shares bought and 3,436 shares sold, net +228,197 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 22 holders

Vanguard Group Inc. 0.00% Add +116.9% 245,936 $8.7M
BlackRock, Inc. 0.00% Add +6.3% 98,924 $3.5M
Geode Capital Management, LLC 0.00% Add +54.3% 76,745 $2.7M
Harbour Investments, Inc. 0.02% New 27,021 $952K
Citadel Advisors 0.00% New 17,865 $630K
Northern Trust Corp. 0.00% Add +4.2% 13,542 $477K
FourThought Financial Partners, LLC 0.02% Reduce -9.8% 7,392 $261K
State Street Corp. 0.00% New 6,719 $237K
Susquehanna International Group, LLP 0.00% New 6,159 $217K
Integrated Wealth Concepts LLC 0.00% New 6,099 $215K
Morgan Stanley 0.00% No change 3,105 $109K
Atlantic Union Bankshares Corp 0.00% No change 2,563 $90K
Bank of America Corp. 0.00% Add +2617.7% 1,685 $59K
Huntington National Bank 0.00% No change 500 $18K
Wells Fargo & Company 0.00% Reduce -50.0% 500 $18K
MAI Capital Management 0.00% No change 350 $12K
Clearstead Advisors, LLC 0.00% No change 281 $10K
Jones Financial Companies LLLP 0.00% New 150 $5K
Rothschild Investment LLC 0.00% No change 50 $2K
Osaic Holdings, Inc. 0.00% No change 19 $670
Citigroup Inc. 0.00% New 1 $35
UBS Group AG 0.00% Reduce -100.0% 1 $35

"% of holder's portfolio" is ISBA's weight in each manager's 13F, not the share of Isabella Bank Corp. the manager owns.