Middlefield BancMBCN
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 68 institutions reported holding Middlefield Banc Corp. (MBCN) in their 13F filings, up 5 from Q4 2024. 7 opened new positions and 1 sold out. The largest holders were Castle Creek Capital Partners VI, LP ($15.7M), BlackRock, Inc. ($13.6M) and Vanguard Group Inc. ($11.0M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $845K |
| Exits | 1 | $7K |
All 13F filers, Q4 2024 → Q1 2025: 58,774 shares bought and 77,364 shares sold, net −18,590 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 68 holders
| Castle Creek Capital Partners VI, LP | 31.84% | No change | 560,500 | $15.7M |
| BlackRock, Inc. | 0.00% | Reduce -1.8% | 488,349 | $13.6M |
| Vanguard Group Inc. | 0.00% | Reduce -0.2% | 394,993 | $11.0M |
| Alliancebernstein L.P. | 0.00% | Add +4.0% | 181,131 | $5.1M |
| Geode Capital Management, LLC | 0.00% | Add +2.0% | 167,826 | $4.7M |
| State Street Corp. | 0.00% | Add +0.1% | 101,977 | $2.9M |
| Dimensional Fund Advisors LP | 0.00% | Add +2.1% | 82,561 | $2.3M |
| Northern Trust Corp. | 0.00% | Reduce -4.3% | 55,667 | $1.6M |
| Bridgeway Capital Management, LLC | 0.03% | Reduce -3.6% | 47,863 | $1.3M |
| Clearstead Advisors, LLC | 0.02% | No change | 45,882 | $1.3M |
| Stratos Investment Management, LLC | 0.06% | No change | 39,404 | $1.1M |
| Huntington National Bank | 0.01% | No change | 38,290 | $1.1M |
| Lineweaver Wealth Advisors, LLC | 0.18% | No change | 37,500 | $1.0M |
| Renaissance Technologies | 0.00% | Reduce -1.3% | 37,112 | $1.0M |
| Elizabeth Park Capital Advisors, Ltd. | 0.70% | Add +42.5% | 27,731 | $775K |
| Bank of New York Mellon Corp | 0.00% | Add +9.1% | 26,525 | $741K |
| Citadel Advisors | 0.00% | Add +18.1% | 21,966 | $614K |
| Charles Schwab Investment Management Inc. | 0.00% | Add +5.7% | 21,437 | $599K |
| Barclays PLC | 0.00% | Add +3.1% | 18,874 | $528K |
| Riggs Asset Managment Co. Inc. | 0.15% | No change | 18,390 | $514K |
| Redmont Wealth Advisors LLC | 0.99% | Reduce -27.0% | 18,160 | $508K |
| Empowered Funds, LLC | 0.01% | Add +3.5% | 17,863 | $499K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -48.9% | 17,334 | $484K |
| Wells Fargo & Company | 0.00% | Add +0.5% | 15,302 | $428K |
| Nuveen, LLC | 0.00% | — | 14,177 | $396K |
| UBS Group AG | 0.00% | Reduce -20.1% | 13,868 | $388K |
| Morgan Stanley | 0.00% | Reduce -33.3% | 13,190 | $369K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -15.3% | 12,700 | $355K |
| JPMorgan Chase & Co. | 0.00% | Reduce -51.0% | 12,651 | $354K |
| Ameriprise Financial Inc. | 0.00% | New | 12,210 | $341K |
| Cetera Investment Advisers | 0.00% | No change | 11,882 | $332K |
| Susquehanna International Group, LLP | 0.00% | New | 11,479 | $321K |
| Rhumbline Advisers | 0.00% | Reduce -5.0% | 10,611 | $297K |
| Bank of America Corp. | 0.00% | Reduce -0.1% | 10,166 | $284K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.12% | No change | 10,058 | $275K |
| Cerity Partners LLC | 0.00% | Reduce -0.0% | 8,966 | $251K |
| Flaharty Asset Management, LLC | 0.04% | Reduce -50.2% | 8,753 | $245K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.2% | 7,651 | $214K |
| YHB Investment Advisors, Inc. | 0.02% | Reduce -5.9% | 7,216 | $202K |
| Ancora Advisors LLC | 0.00% | Reduce -8.1% | 6,157 | $172K |
| Deutsche Bank AG | 0.00% | New | 5,556 | $155K |
| Citigroup Inc. | 0.00% | Reduce -9.9% | 5,086 | $142K |
| Royal Bank of Canada | 0.00% | Reduce -10.9% | 4,778 | $134K |
| MetLife Investment Management, LLC | 0.00% | No change | 4,669 | $130K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +3.7% | 4,341 | $121K |
| National Bank of Canada | 0.00% | No change | 4,166 | $116K |
| New York State Common Retirement Fund | 0.00% | No change | 3,766 | $105K |
| Corebridge Financial, Inc. | 0.00% | Reduce -1.4% | 3,561 | $100K |
| MAI Capital Management | 0.00% | Add +0.7% | 1,419 | $40K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | New | 988 | $28K |
| Capital A Wealth Management, LLC | 0.02% | No change | 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 |
| FMR LLC | 0.00% | Reduce -48.0% | 520 | $15K |
| BNP Paribas Financial Markets | 0.00% | Reduce -56.2% | 460 | $13K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -2.9% | 400 | $11K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -72.0% | 369 | $10K |
| Amalgamated Bank | 0.00% | No change | 265 | $7K |
| GAMMA Investing LLC | 0.00% | Add +11.8% | 237 | $7K |
| Frazier Financial Advisors, LLC | 0.00% | Add +0.9% | 227 | $6K |
| Versant Capital Management, Inc | 0.00% | No change | 218 | $6K |
| Sterling Capital Management LLC | 0.00% | Reduce -46.4% | 125 | $3K |
| Cwm, LLC | 0.00% | Reduce -8.8% | 83 | $2K |
| PNC Financial Services Group, Inc. | 0.00% | New | 11 | $307 |
| EverSource Wealth Advisors, LLC | 0.00% | New | 4 | $112 |
| True Wealth Design, LLC | 0.00% | New | 1 | $28 |
| Farther Finance Advisors, LLC | 0.00% | No change | 1 | $27 |
"% of holder's portfolio" is MBCN's weight in each manager's 13F, not the share of Middlefield Banc Corp. the manager owns.