Sandy Spring BancorpSASR

13F holders, Q2 2024 (June 30)
201holders −14
26new positions
41sold out
5famous investors
$24.36avg. 13F price*

At the end of Q2 2024, 201 institutions reported holding Sandy Spring Bancorp Inc. (SASR) in their 13F filings, down 14 from Q1 2024. 26 opened new positions and 41 sold out. The largest holders were BlackRock Inc. ($110.5M), Vanguard Group Inc. ($65.7M) and Dimensional Fund Advisors LP ($60.2M). 5 famous investors held it, including Mario Gabelli (0.1% of GAMCO Investors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
Sandy Spring Bancorp Inc.
CUSIP
800363103
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 215Q1 2024Q2 2024: 201Q2 2024Q3 2024: 210Q3 2024Q4 2024: 227Q4 2024Q1 2025: 215Q1 2025Q2 2025: 2Q2 2025Q3 2025: 1Q3 2025Q4 2025: 1Q4 2025Q1 2026: 1Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions26$14.0M
Exits41$41.4M

All 13F filers, Q1 2024 → Q2 2024: 4,978,208 shares bought and 2,858,771 shares sold, net +2,119,437 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 201 holders

BlackRock Inc. 0.00% Add +2.3% 4,536,892 $110.5M
Vanguard Group Inc. 0.00% Add +1.1% 2,696,191 $65.7M
Dimensional Fund Advisors LP 0.02% Add +4.6% 2,470,621 $60.2M
North Reef Capital Management LP 2.37% Add +35.5% 2,100,000 $51.2M
State Street Corp. 0.00% Add +7.3% 1,471,377 $35.8M
Macquarie Group Ltd. 0.03% Reduce -2.9% 1,239,714 $30.2M
Geode Capital Management, LLC 0.00% Add +4.1% 1,037,348 $25.3M
Systematic Financial Management LP 0.67% Add +12.1% 904,434 $22.0M
American Century Companies Inc. 0.01% Add +18.5% 775,252 $18.9M
Massachusetts Financial Services Co. 0.01% Reduce -1.8% 732,344 $17.8M
Wellington Management Group LLP 0.00% Add +109.5% 697,901 $17.0M
Victory Capital Management Inc. 0.02% Add +1199.7% 694,867 $16.9M
Charles Schwab Investment Management Inc. 0.00% Add +5.6% 668,807 $16.3M
Franklin Resources Inc. 0.01% Add +3115.7% 655,907 $16.0M
Hotchkis & Wiley Capital Management LLC 0.05% Add +9.3% 571,750 $13.9M
Morgan Stanley 0.00% Add +45.2% 550,624 $13.4M
Northern Trust Corp. 0.00% Add +1.6% 515,011 $12.5M
Goldman Sachs Group Inc. 0.00% Add +46.7% 508,913 $12.4M
AQR Capital Management 0.02% Add +5.7% 473,241 $11.5M
Bank of New York Mellon Corp 0.00% Add +1.4% 384,726 $9.4M
Bank of America Corp. 0.00% Add +1.9% 379,181 $9.2M
ProShare Advisors LLC 0.02% Reduce -15.5% 294,984 $7.2M
Foundry Partners, LLC 0.37% Add +5.3% 282,026 $6.9M
GAMCO Investors 0.07% Add +8.1% 253,790 $6.2M
Voloridge Investment Management, LLC 0.02% Add +194.3% 242,303 $5.9M
Two Sigma Investments, LP 0.01% Add +31.1% 240,894 $5.9M
D. E. Shaw & Co. 0.01% Reduce -5.7% 219,102 $5.3M
Balyasny Asset Management L.P. 0.01% New 208,450 $5.1M
Norges Bank 0.00% Reduce -29.7% 196,912 $4.8M
Elizabeth Park Capital Advisors, Ltd. 4.14% New 196,138 $4.8M
Great Lakes Advisors, LLC 0.04% Add +432.5% 192,533 $4.7M
Chartwell Investment Partners, LLC 0.16% Reduce -14.9% 181,833 $4.4M
Congress Asset Management Co. 0.03% Add +3.8% 180,367 $4.4M
Bridgeway Capital Management, LLC 0.10% Reduce -8.4% 179,231 $4.4M
Two Sigma Advisers, LP 0.01% Add +19.1% 177,388 $4.3M
First Trust Advisors LP 0.00% Add +470.7% 172,187 $4.2M
Nuveen Asset Management, LLC 0.00% Add +37.2% 166,085 $4.0M
EJF Capital LP 2.86% Add +99.0% 157,760 $3.8M
Wedge Capital Management L L P 0.06% Add +69.1% 148,921 $3.6M
Kestra Advisory Services, LLC 0.02% Reduce -0.5% 148,280 $3.6M
NFJ Investment Group, LLC 0.11% Reduce -5.9% 145,019 $3.5M
Invesco Ltd. 0.00% Reduce -1.9% 137,665 $3.4M
LSV Asset Management 0.01% Reduce -6.1% 135,615 $3.3M
Trexquant Investment LP 0.05% Add +57.0% 124,990 $3.0M
Chevy Chase Trust Holdings, LLC 0.01% Add +3.5% 107,195 $2.6M
Empowered Funds, LLC 0.04% Add +7.6% 106,781 $2.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +70.7% 99,100 $2.4M
Citadel Advisors 0.00% Add +34.0% 97,836 $2.4M
Brown Advisory Inc. 0.00% Add +0.3% 96,514 $2.4M
Rafferty Asset Management, LLC 0.01% Add +80.8% 96,102 $2.3M
Swiss National Bank 0.00% No change 88,335 $2.2M
State of New Jersey Common Pension Fund D 0.01% Reduce -32.4% 87,981 $2.1M
Barclays PLC 0.00% Reduce -22.9% 87,576 $2.1M
Ameriprise Financial Inc. 0.00% Add +9.6% 81,861 $2.0M
Grace & White Inc. 0.38% No change 81,845 $2.0M
Rhumbline Advisers 0.00% Add +3.2% 74,906 $1.8M
Citigroup Inc. 0.00% Add +41.9% 67,727 $1.6M
Forest Hill Capital, LLC 1.31% No change 65,063 $1.6M
Algert Global LLC 0.05% Add +368.2% 64,419 $1.6M
Sei Investments Co. 0.00% Add +198.7% 63,574 $1.5M
Creative Planning 0.00% Add +4.8% 59,184 $1.4M
Jane Street Group, LLC 0.00% Reduce -51.0% 57,507 $1.4M
Thrivent Financial for Lutherans 0.00% Reduce -10.6% 57,013 $1.4M
Gabelli Funds LLC 0.01% Add +2.8% 55,500 $1.4M
PNC Financial Services Group, Inc. 0.00% Add +2.0% 52,610 $1.3M
Prudential Financial Inc. 0.00% Reduce -55.7% 51,649 $1.3M
Alliancebernstein L.P. 0.00% Reduce -0.1% 49,134 $1.2M
FineMark National Bank & Trust 0.04% Add +11.6% 48,156 $1.2M
Comerica Bank 0.00% Add +23.7% 47,419 $1.2M
UBS Group AG 0.00% Reduce -32.9% 45,997 $1.1M
Royal Bank of Canada 0.00% Add +9.6% 45,265 $1.1M
California State Teachers Retirement System 0.00% Reduce -2.3% 43,784 $1.1M
Truist Financial Corp. 0.00% Add +2.6% 43,713 $1.1M
Bontempo Ohly Capital Mgmt LLC 0.53% No change 43,523 $1.1M
Lafayette Investments, Inc. 0.24% Reduce -2.9% 43,503 $1.1M
T. Rowe Price Associates Inc. 0.00% Add +9.2% 41,365 $1.0M
Legal & General Group Plc 0.00% Add +0.5% 41,187 $1.0M
Wells Fargo & Company 0.00% Add +17.3% 40,867 $996K
Jump Financial, LLC 0.02% Reduce -42.9% 40,766 $993K
JPMorgan Chase & Co. 0.00% Reduce -16.9% 35,864 $874K
Susquehanna International Group, LLP 0.00% Reduce -1.3% 35,147 $856K
Northwest Bancshares, Inc. 0.13% No change 31,704 $772K
Teton Advisors, Inc. 0.33% No change 31,300 $762K
Fidelis Capital Partners, LLC 0.10% Reduce -1.5% 25,242 $698K
STRS Ohio 0.00% Reduce -3.5% 27,600 $672K
Tidal Investments LLC 0.01% New 27,531 $671K
Wealthspire Advisors, LLC 0.01% Reduce -1.0% 26,872 $655K
Wealth Enhancement Advisory Services, LLC 0.00% Add +2.9% 25,456 $620K
Cerity Partners LLC 0.00% New 25,377 $618K
MetLife Investment Management, LLC 0.00% Add +14.3% 24,807 $604K
Corebridge Financial, Inc. 0.00% — 23,639 $576K
Manufacturers Life Insurance Company, The 0.00% Add +8.2% 23,438 $571K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% — 22,778 $555K
Deutsche Bank AG 0.00% Reduce -10.5% 21,591 $526K
Hennion & Walsh Asset Management, Inc. 0.03% Add +36.3% 21,050 $513K
HighTower Advisors, LLC 0.00% Add +0.3% 21,036 $512K
Basswood Capital Management, L.L.C. 0.03% No change 20,707 $504K
Millennium Management 0.00% Reduce -91.9% 20,606 $502K
Janus Henderson Group PLC 0.00% Reduce -1.1% 20,070 $489K
Tritonpoint Wealth, LLC 0.05% Reduce -1.3% 19,800 $482K
ExodusPoint Capital Management, LP 0.01% Reduce -24.7% 19,360 $472K
Envestnet Asset Management Inc. 0.00% Add +15.2% 19,264 $469K
Kingsview Wealth Management, LLC 0.01% Reduce -0.3% 18,270 $445K
New York State Common Retirement Fund 0.00% Reduce -76.4% 18,156 $442K
Graham Capital Management, L.P. 0.03% Add +68.8% 17,956 $437K
Rockefeller Capital Management L.P. 0.00% New 17,479 $426K
Cambridge Investment Research Advisors, Inc. 0.00% Add +45.3% 17,319 $422K
Teacher Retirement System of Texas 0.00% New 17,159 $418K
Caxton Associates LP 0.02% Reduce -38.1% 16,831 $410K
Impact Partnership Wealth, LLC 0.11% New 16,608 $405K
Inspire Investing, LLC 0.05% Reduce -5.3% 16,416 $400K
Osaic Holdings, Inc. 0.00% Add +306.0% 16,413 $400K
Gilman Hill Asset Management, LLC 0.07% Reduce -7.4% 16,343 $398K
Dark Forest Capital Management LP 0.07% Reduce -53.7% 15,756 $384K
Snowden Capital Advisors LLC 0.01% Reduce -18.1% 15,013 $366K
Voya Investment Management LLC 0.00% Reduce -3.1% 14,817 $361K
Nadler Financial Group, Inc. 0.04% No change 13,699 $334K
Mariner, LLC 0.00% Reduce -18.8% 13,628 $332K
BNP Paribas Financial Markets 0.00% Reduce -42.8% 13,197 $321K
Commonwealth Equity Services, LLC 0.00% Add +9.8% 13,176 $321K
Arizona State Retirement System 0.00% Add +2.0% 12,581 $306K
State Board of Administration of Florida Retirement System 0.00% Reduce -50.7% 12,524 $305K
HRT Financial LP 0.00% Reduce -91.5% 11,959 $291K
Numerai GP LLC 0.10% New 11,827 $288K
Carmichael Hill & Associates, Inc. 0.12% Add +3.6% 11,785 $287K
US Bancorp \de 0.00% Reduce -4.4% 11,457 $279K
Founders Financial Securities LLC 0.03% No change 11,422 $278K
HSBC Holdings PLC 0.00% Reduce -29.0% 11,419 $277K
Quadrant Private Wealth Management, LLC 0.06% No change 11,347 $276K
Pinnacle Associates Ltd. 0.00% Reduce -19.3% 11,263 $274K
Public Employees Retirement Association of Colorado 0.00% No change 11,219 $273K
Evergreen Capital Management LLC 0.01% Reduce -7.7% 11,066 $270K
CIC Wealth, LLC 0.07% No change 10,943 $267K
Tower Research Capital LLC (TRC) 0.00% Add +1153.9% 10,821 $264K
Court Place Advisors, LLC 0.08% Add +6.7% 10,775 $262K
First Manhattan Co. Llc. 0.00% No change 10,347 $252K
Raymond James & Associates 0.00% Reduce -4.2% 10,240 $249K
AlphaQuest LLC 0.03% Reduce -71.8% 10,224 $249K
Artemis Wealth Advisors, LLC 0.04% Add +1.4% 9,800 $239K
First National Trust Co 0.01% New 9,550 $233K
M&T Bank Corp 0.00% Add +1.3% 9,522 $232K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 9,508 $232K
Atlantic Union Bankshares Corp 0.01% No change 9,507 $232K
Janney Montgomery Scott LLC 0.00% Reduce -10.4% 9,502 $231K
Inspire Advisors, LLC 0.03% New 8,903 $217K
Orion Porfolio Solutions, LLC 0.00% Reduce -35.3% 8,799 $214K
Orion Portfolio Solutions, LLC 0.00% Reduce -35.3% 8,799 $214K
DAVENPORT & Co LLC 0.00% New 8,456 $206K
Sapient Capital LLC 0.00% New 8,427 $205K
Hendershot Investments Inc. 0.03% No change 8,272 $202K
Spire Wealth Management 0.01% No change 6,662 $162K
CANADA LIFE ASSURANCE Co 0.00% Add +4.2% 6,646 $162K
Evermay Wealth Management LLC 0.02% No change 6,239 $152K
Family Firm, Inc. 0.03% New 5,922 $144K
Russell Investments Group, Ltd. 0.00% Add +40600.0% 5,698 $139K
Cwm, LLC 0.00% Add +59.4% 5,561 $135K
Meeder Asset Management Inc. 0.01% New 4,784 $117K
Ameritas Investment Partners, Inc. 0.00% No change 4,359 $106K
Hantz Financial Services, Inc. 0.00% New 4,319 $105K
Quadrant Capital Group LLC 0.01% Reduce -23.5% 4,122 $100K
Global Retirement Partners, LLC 0.00% No change 4,082 $99K
Signaturefd, LLC 0.00% Reduce -45.6% 3,591 $87K
Nisa Investment Advisors, LLC 0.00% Reduce -0.3% 3,548 $86K
FMR LLC 0.00% Add +0.2% 3,479 $85K
Catalyst Funds Management Pty Ltd 0.01% Reduce -26.7% 2,200 $54K
Northwestern Mutual Wealth Management Co. 0.00% No change 1,579 $38K
Amalgamated Bank 0.00% No change 1,550 $38K
Halpern Financial, Inc. 0.01% No change 1,500 $37K
Public Employees Retirement System of Ohio 0.00% Add +7.5% 1,177 $29K
Accordant Advisory Group Inc 0.02% No change 979 $24K
Parallel Advisors, LLC 0.00% Add +114.6% 796 $19K
Lindbrook Capital, LLC 0.00% Add +38.3% 704 $17K
SWS Partners 0.00% New 552 $13K
Picton Mahoney Asset Management 0.00% New 402 $10K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 365 $9K
First United Bank & Trust 0.00% No change 300 $7K
EverSource Wealth Advisors, LLC 0.00% No change 211 $6K
Versant Capital Management, Inc 0.00% Add +77.4% 259 $6K
Steward Partners Investment Advisory, LLC 0.00% New 187 $5K
Smartleaf Asset Management LLC 0.00% New 185 $4K
Farther Finance Advisors, LLC 0.00% No change 171 $4K
Allspring Global Investments Holdings, LLC 0.00% New 163 $4K
Harbor Investment Advisory, LLC 0.00% No change 150 $4K
Arax Advisory Partners 0.00% New 144 $4K
Principal Securities, Inc. 0.00% Add +1.4% 142 $3K
GAMMA Investing LLC 0.00% New 104 $3K
Blue Trust, Inc. 0.00% New 102 $2K
Huntington National Bank 0.00% Add +21.8% 95 $2K
Oakworth Capital, Inc. 0.00% No change 87 $2K
Covestor Ltd 0.00% Add +68.4% 64 $2K
Quarry LP 0.00% Reduce -93.2% 71 $2K
CIBC Private Wealth Group LLC 0.00% No change 72 $2K
Allworth Financial LP 0.00% Reduce -93.8% 45 $1K
Glen Eagle Advisors, LLC 0.00% No change 44 $1K
Innealta Capital, LLC 0.00% New 37 $901
MassMutual Private Wealth & Trust, FSB 0.00% No change 25 $609
International Assets Investment Management, LLC 0.00% New 24 $585
Addison Advisors LLC 0.00% No change 23 $561
Rothschild Investment LLC 0.00% Add +300.0% 20 $487
Private Trust Co. NA 0.00% No change 7 $171
Cullen/Frost Bankers, Inc. 0.00% New 3 $73

"% of holder's portfolio" is SASR's weight in each manager's 13F, not the share of Sandy Spring Bancorp Inc. the manager owns.