Uscb Financial HoldingsUSCB
13F holders, Q1 2025 (March 31)70holders +2
6new positions
4sold out
2famous investors
$18.56avg. 13F price*
At the end of Q1 2025, 70 institutions reported holding Uscb Financial Holdings Inc. (USCB) in their 13F filings, up 2 from Q4 2024. 6 opened new positions and 4 sold out. The largest holders were Patriot Financial Partners Gp, LP ($83.3M), Endeavour Capital Advisors Inc. ($23.7M) and Alliancebernstein L.P. ($16.6M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Uscb Financial Holdings Inc.
- CUSIP
- 90355N101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.4M |
| Exits | 4 | $3.1M |
All 13F filers, Q4 2024 → Q1 2025: 551,999 shares bought and 360,675 shares sold, net +191,324 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 70 holders
| Patriot Financial Partners Gp, LP | 28.07% | No change | 4,485,909 | $83.3M |
| Endeavour Capital Advisors Inc. | 8.80% | Reduce -2.1% | 1,277,791 | $23.7M |
| Alliancebernstein L.P. | 0.01% | Reduce -1.6% | 893,105 | $16.6M |
| BlackRock, Inc. | 0.00% | Add +4.8% | 860,582 | $16.0M |
| Vanguard Group Inc. | 0.00% | Add +63.6% | 729,039 | $13.5M |
| Mendon Capital Advisors Corp. | 5.76% | Reduce -0.7% | 670,178 | $12.4M |
| Curi Capital, LLC | 0.26% | No change | 570,636 | $10.6M |
| Basswood Capital Management, L.L.C. | 0.54% | No change | 514,460 | $9.5M |
| Kennedy Capital Management LLC | 0.17% | Add +35.8% | 387,365 | $7.2M |
| Pacific Ridge Capital Partners, LLC | 1.78% | Reduce -4.8% | 364,698 | $6.8M |
| Maltese Capital Management LLC | 0.88% | Reduce -5.5% | 289,200 | $5.4M |
| Geode Capital Management, LLC | 0.00% | Add +2.9% | 244,474 | $4.5M |
| Banc Funds Co. LLC | 0.37% | No change | 149,230 | $2.8M |
| State Street Corp. | 0.00% | Add +3.6% | 127,955 | $2.4M |
| Dimensional Fund Advisors LP | 0.00% | Add +16.0% | 116,706 | $2.2M |
| Renaissance Technologies | 0.00% | Reduce -18.1% | 95,842 | $1.8M |
| Elizabeth Park Capital Advisors, Ltd. | 1.49% | No change | 88,599 | $1.6M |
| Northern Trust Corp. | 0.00% | Reduce -0.9% | 82,935 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | New | 65,824 | $1.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -5.3% | 62,041 | $1.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +15.4% | 53,055 | $985K |
| Morgan Stanley | 0.00% | Reduce -17.7% | 42,410 | $787K |
| ELCO Management Co., LLC | 0.40% | Reduce -10.7% | 38,889 | $722K |
| Barclays PLC | 0.00% | Reduce -11.1% | 34,916 | $648K |
| Keeley-Teton Advisors, LLC | 0.08% | Add +36.4% | 33,902 | $629K |
| Charles Schwab Investment Management Inc. | 0.00% | Add +5.2% | 31,912 | $592K |
| Millennium Management | 0.00% | Reduce -50.3% | 30,914 | $574K |
| Salzhauer Michael | 0.35% | No change | 29,269 | $543K |
| Jacobs Levy Equity Management, Inc. | 0.00% | No change | 29,079 | $540K |
| JPMorgan Chase & Co. | 0.00% | Reduce -48.5% | 26,303 | $488K |
| HSBC Holdings PLC | 0.00% | Add +21.1% | 26,105 | $485K |
| Bank of America Corp. | 0.00% | Reduce -3.9% | 24,557 | $456K |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.5% | 21,536 | $400K |
| Rhumbline Advisers | 0.00% | Reduce -3.5% | 17,312 | $321K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -8.6% | 17,118 | $318K |
| Hillsdale Investment Management Inc. | 0.02% | No change | 16,110 | $299K |
| Stifel Financial Corp. | 0.00% | Add +4.3% | 16,095 | $299K |
| Nuveen, LLC | 0.00% | — | 15,564 | $289K |
| Acadian Asset Management LLC | 0.00% | Reduce -8.2% | 13,502 | $250K |
| First Manhattan Co. Llc. | 0.00% | No change | 10,000 | $186K |
| UBS Group AG | 0.00% | Add +20.5% | 9,920 | $184K |
| Deutsche Bank AG | 0.00% | New | 8,881 | $165K |
| Citigroup Inc. | 0.00% | Reduce -5.0% | 8,318 | $154K |
| MetLife Investment Management, LLC | 0.00% | No change | 6,656 | $124K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +3.9% | 6,207 | $115K |
| Wells Fargo & Company | 0.00% | Add +3.6% | 6,010 | $112K |
| Corebridge Financial, Inc. | 0.00% | Reduce -0.1% | 5,200 | $97K |
| BNP Paribas Financial Markets | 0.00% | Reduce -33.0% | 1,372 | $25K |
| Russell Investments Group, Ltd. | 0.00% | No change | 1,334 | $25K |
| Legal & General Group Plc | 0.00% | No change | 980 | $18K |
| New York State Common Retirement Fund | 0.00% | No change | 889 | $17K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 808 | $15K |
| California State Teachers Retirement System | 0.00% | No change | 759 | $14K |
| Royal Bank of Canada | 0.00% | Reduce -47.8% | 772 | $14K |
| NewEdge Advisors, LLC | 0.00% | Add +54.2% | 674 | $13K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 400 | $7K |
| Amalgamated Bank | 0.00% | No change | 374 | $7K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +0.3% | 301 | $6K |
| FMR LLC | 0.00% | Reduce -62.8% | 252 | $5K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -83.0% | 193 | $4K |
| Cwm, LLC | 0.00% | Add +48.2% | 163 | $3K |
| Sterling Capital Management LLC | 0.00% | Reduce -46.5% | 139 | $3K |
| Covestor Ltd | 0.00% | Reduce -11.4% | 109 | $2K |
| Federated Hermes, Inc. | 0.00% | Add +13.6% | 100 | $2K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 41 | $761 |
| Coldstream Capital Management Inc. | 0.00% | New | 33 | $613 |
| Principal Securities, Inc. | 0.00% | No change | 34 | $604 |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 8 | $148 |
| GAMMA Investing LLC | 0.00% | New | 8 | $148 |
| EverSource Wealth Advisors, LLC | 0.00% | New | 1 | $19 |
"% of holder's portfolio" is USCB's weight in each manager's 13F, not the share of Uscb Financial Holdings Inc. the manager owns.