SB Financial GroupSBFG
13F holders, Q3 2025 (September 30)74holders +13
17new positions
4sold out
4famous investors
$19.29avg. 13F price*
At the end of Q3 2025, 74 institutions reported holding SB Financial Group Inc. (SBFG) in their 13F filings, up 13 from Q2 2025. 17 opened new positions and 4 sold out. The largest holders were Manufacturers Life Insurance Company, The ($9.2M), Cutler Capital Management, LLC ($7.6M) and Vanguard Group Inc. ($7.2M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- SB Financial Group Inc.
- Filed as
- SB FINL GROUP INC (Q3 2025)
- CUSIP
- 78408D105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $1.4M |
| Exits | 4 | $5.9M |
All 13F filers, Q2 2025 → Q3 2025: 283,020 shares bought and 419,946 shares sold, net −136,926 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 74 holders
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -0.3% | 474,948 | $9.2M |
| Cutler Capital Management, LLC | 3.01% | Reduce -0.1% | 391,683 | $7.6M |
| Vanguard Group Inc. | 0.00% | Reduce -0.7% | 373,203 | $7.2M |
| BlackRock, Inc. | 0.00% | Add +21.9% | 357,473 | $6.9M |
| Strategic Value Bank Partners LLC | 3.83% | Reduce -21.0% | 278,822 | $5.4M |
| Dimensional Fund Advisors LP | 0.00% | Add +0.3% | 187,165 | $3.6M |
| Petiole USA ltd | 2.35% | No change | 176,087 | $3.4M |
| Pinnacle Holdings, LLC | 1.19% | No change | 156,909 | $3.0M |
| Geode Capital Management, LLC | 0.00% | Reduce -2.8% | 144,654 | $2.8M |
| Bridgeway Capital Management, LLC | 0.03% | Add +3.8% | 81,511 | $1.6M |
| State Street Corp. | 0.00% | Add +13.2% | 63,763 | $1.2M |
| Northern Trust Corp. | 0.00% | Reduce -7.4% | 52,176 | $1.0M |
| Gendell Jeffrey L | 0.02% | No change | 46,286 | $893K |
| Empowered Funds, LLC | 0.01% | Add +6.9% | 46,021 | $888K |
| Marshall Wace, LLP | 0.00% | Add +122.7% | 44,745 | $863K |
| Goldman Sachs Group Inc. | 0.00% | Add +206.1% | 41,199 | $795K |
| First Manhattan Co. Llc. | 0.00% | No change | 35,627 | $687K |
| Renaissance Technologies | 0.00% | Add +60.5% | 35,525 | $685K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +38.2% | 34,615 | $668K |
| Barclays PLC | 0.00% | Add +149.9% | 31,595 | $609K |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +12.9% | 31,001 | $598K |
| Citadel Advisors | 0.00% | Reduce -12.0% | 29,638 | $572K |
| Venture Visionary Partners LLC | 0.02% | Add +0.2% | 23,857 | $460K |
| Valmark Advisers, Inc. | 0.01% | New | 22,751 | $439K |
| Morgan Stanley | 0.00% | Add +48.3% | 22,354 | $431K |
| HSBC Holdings PLC | 0.00% | New | 19,850 | $388K |
| Ritholtz Wealth Management | 0.01% | Add +26.7% | 19,431 | $375K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 18,155 | $350K |
| Bank of America Corp. | 0.00% | Add +496.4% | 15,852 | $306K |
| Gsa Capital Partners LLP | 0.02% | Add +0.2% | 15,091 | $291K |
| Bank of New York Mellon Corp | 0.00% | Add +15.1% | 14,713 | $284K |
| Princeton Capital Management LLC | 0.06% | No change | 11,408 | $220K |
| Millennium Management | 0.00% | Reduce -34.1% | 11,105 | $214K |
| Squarepoint Ops LLC | 0.00% | New | 11,060 | $213K |
| AQR Capital Management | 0.00% | New | 10,471 | $202K |
| Acadian Asset Management LLC | 0.00% | Add +44.4% | 10,532 | $201K |
| Rhumbline Advisers | 0.00% | Reduce -2.6% | 8,297 | $160K |
| Wells Fargo & Company | 0.00% | Add +5.4% | 7,126 | $137K |
| STRS Ohio | 0.00% | No change | 7,000 | $135K |
| LSV Asset Management | 0.00% | No change | 6,300 | $122K |
| JPMorgan Chase & Co. | 0.00% | Add +82.3% | 5,157 | $99K |
| SJS Investment Consulting Inc. | 0.01% | No change | 3,793 | $73K |
| New York State Common Retirement Fund | 0.00% | Reduce -41.1% | 3,300 | $64K |
| Jones Financial Companies LLLP | 0.00% | No change | 2,986 | $61K |
| Farther Finance Advisors, LLC | 0.00% | Add +8594.1% | 2,956 | $57K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -14.1% | 2,789 | $54K |
| UBS Group AG | 0.00% | Reduce -60.3% | 2,219 | $43K |
| Deutsche Bank AG | 0.00% | New | 2,211 | $43K |
| BNP Paribas Financial Markets | 0.00% | Add +131.1% | 1,791 | $35K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | New | 1,532 | $30K |
| Creative Financial Designs Inc. | 0.00% | No change | 705 | $14K |
| Russell Investments Group, Ltd. | 0.00% | New | 676 | $13K |
| Cwm, LLC | 0.00% | New | 675 | $13K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 655 | $13K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 606 | $12K |
| Legal & General Group Plc | 0.00% | No change | 536 | $10K |
| Sterling Capital Management LLC | 0.00% | Add +156.3% | 410 | $8K |
| California State Teachers Retirement System | 0.00% | No change | 371 | $7K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 263 | $5K |
| Amalgamated Bank | 0.00% | No change | 203 | $4K |
| Arax Advisory Partners | 0.00% | New | 153 | $3K |
| Essential Partners LLC | 0.00% | New | 144 | $3K |
| State of Wyoming | 0.00% | Reduce -13.8% | 100 | $2K |
| Citigroup Inc. | 0.00% | Reduce -96.5% | 69 | $1K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +30.2% | 56 | $1K |
| Covestor Ltd | 0.00% | New | 27 | $1K |
| Royal Bank of Canada | 0.00% | Reduce -99.3% | 64 | $1K |
| Whittier Trust Co. | 0.00% | New | 20 | $384 |
| Allworth Financial LP | 0.00% | New | 16 | $309 |
| FMR LLC | 0.00% | New | 9 | $174 |
| IFP Advisors, Inc | 0.00% | Reduce -27.3% | 8 | $154 |
| True Wealth Design, LLC | 0.00% | New | 7 | $136 |
| Clearstead Advisors, LLC | 0.00% | New | 6 | $116 |
| SBI Securities Co., Ltd. | 0.00% | No change | 5 | $96 |
"% of holder's portfolio" is SBFG's weight in each manager's 13F, not the share of SB Financial Group Inc. the manager owns.