Middlefield BancMBCN
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 63 institutions reported holding Middlefield Banc Corp. (MBCN) in their 13F filings, up 3 from Q3 2024. 4 opened new positions and 2 sold out. The largest holders were Castle Creek Capital Partners VI, LP ($15.7M), BlackRock, Inc. ($14.0M) and Vanguard Group Inc. ($11.1M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Middlefield Banc Corp.
- CUSIP
- 596304204
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $335K |
| Exits | 2 | $184K |
All 13F filers, Q3 2024 → Q4 2024: 101,366 shares bought and 35,121 shares sold, net +66,245 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 63 holders
| Castle Creek Capital Partners VI, LP | 19.42% | No change | 560,500 | $15.7M |
| BlackRock, Inc. | 0.00% | Add +4.0% | 497,364 | $14.0M |
| Vanguard Group Inc. | 0.00% | Add +0.3% | 395,741 | $11.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -5.4% | 174,205 | $4.9M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.5% | 164,465 | $4.6M |
| State Street Corp. | 0.00% | Reduce -0.6% | 101,877 | $2.9M |
| Dimensional Fund Advisors LP | 0.00% | Add +1.5% | 80,885 | $2.3M |
| Northern Trust Corp. | 0.00% | Reduce -3.2% | 58,150 | $1.6M |
| Bridgeway Capital Management, LLC | 0.03% | Reduce -1.8% | 49,638 | $1.4M |
| Clearstead Advisors, LLC | 0.02% | Reduce -6.3% | 45,882 | $1.3M |
| Stratos Investment Management, LLC | 0.07% | No change | 39,404 | $1.1M |
| Huntington National Bank | 0.01% | Add +10.1% | 38,290 | $1.1M |
| Renaissance Technologies | 0.00% | Reduce -5.5% | 37,612 | $1.1M |
| Lineweaver Wealth Advisors, LLC | 0.19% | Reduce -2.6% | 37,500 | $1.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +123.6% | 33,934 | $952K |
| JPMorgan Chase & Co. | 0.00% | Add +112.1% | 25,831 | $725K |
| Redmont Wealth Advisors LLC | 1.21% | Reduce -1.0% | 24,867 | $698K |
| Bank of New York Mellon Corp | 0.00% | Reduce -11.6% | 24,309 | $682K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 20,273 | $569K |
| Morgan Stanley | 0.00% | Reduce -14.2% | 19,786 | $555K |
| Elizabeth Park Capital Advisors, Ltd. | 0.44% | Add +1250.6% | 19,462 | $546K |
| Citadel Advisors | 0.00% | Add +10.9% | 18,608 | $522K |
| Riggs Asset Managment Co. Inc. | 0.14% | No change | 18,390 | $516K |
| Barclays PLC | 0.00% | Add +8.2% | 18,308 | $514K |
| Flaharty Asset Management, LLC | 0.07% | Add +0.3% | 17,562 | $493K |
| UBS Group AG | 0.00% | Add +28.0% | 17,352 | $487K |
| Empowered Funds, LLC | 0.01% | Add +4.4% | 17,265 | $484K |
| Wells Fargo & Company | 0.00% | Add +11.2% | 15,220 | $427K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 15,000 | $421K |
| Nuveen Asset Management, LLC | 0.00% | No change | 14,177 | $398K |
| Cetera Investment Advisers | 0.00% | No change | 11,882 | $333K |
| Rhumbline Advisers | 0.00% | Add +0.4% | 11,166 | $313K |
| Bank of America Corp. | 0.00% | Add +29.4% | 10,174 | $285K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.13% | New | 10,058 | $282K |
| Cerity Partners LLC | 0.00% | No change | 8,970 | $252K |
| YHB Investment Advisors, Inc. | 0.02% | Reduce -1.9% | 7,666 | $215K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.2% | 7,635 | $214K |
| Ancora Advisors LLC | 0.00% | Reduce -6.9% | 6,701 | $188K |
| Citigroup Inc. | 0.00% | Add +6.0% | 5,646 | $158K |
| Royal Bank of Canada | 0.00% | Add +9.5% | 5,363 | $151K |
| MetLife Investment Management, LLC | 0.00% | No change | 4,669 | $131K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +3.8% | 4,185 | $117K |
| National Bank of Canada | 0.00% | No change | 4,166 | $117K |
| New York State Common Retirement Fund | 0.00% | No change | 3,766 | $106K |
| Corebridge Financial, Inc. | 0.00% | Reduce -7.0% | 3,613 | $101K |
| MAI Capital Management | 0.00% | New | 1,409 | $40K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +122.4% | 1,319 | $37K |
| BNP Paribas Financial Markets | 0.00% | Reduce -28.4% | 1,050 | $29K |
| FMR LLC | 0.00% | Reduce -10.4% | 1,001 | $28K |
| Capital A Wealth Management, LLC | 0.04% | — | 782 | $22K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 649 | $18K |
| Legal & General Group Plc | 0.00% | No change | 600 | $17K |
| California State Teachers Retirement System | 0.00% | No change | 527 | $15K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 412 | $12K |
| Osaic Holdings, Inc. | 0.00% | New | 252 | $7K |
| Amalgamated Bank | 0.00% | No change | 265 | $7K |
| Sterling Capital Management LLC | 0.00% | Add +913.0% | 233 | $7K |
| Frazier Financial Advisors, LLC | 0.01% | Add +0.5% | 225 | $6K |
| Versant Capital Management, Inc | 0.00% | New | 218 | $6K |
| GAMMA Investing LLC | 0.00% | Add +100.0% | 212 | $6K |
| Cwm, LLC | 0.00% | Add +44.4% | 91 | $3K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1 | $28 |
| Covestor Ltd | 0.00% | Add +33.3% | 8 | $0 |
"% of holder's portfolio" is MBCN's weight in each manager's 13F, not the share of Middlefield Banc Corp. the manager owns.