SB Financial Group, Inc. (SBFG) Ownership
SBFG ownership summary
as of October 18, 2026- Institutions
- 52.2% of shares outstanding
- Insiders
- 5.58% of shares outstanding
- Shares outstanding
- 6.3M
- Float
- 5.5M shares available to trade
- Short interest
- 0.34% 20K shares short
- Days to cover
- 1.24 short interest down 13.6% vs prior month
- Institutions 52.16%
- Insiders 5.58%
- Other investors 42.25%
SBFG top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Manufacturers Life Insurance Co | 7.48% | 468K | $13.8M | −2,610 (−0.6%) | June 30, 2026 |
| 2 | Cutler Capital Management | 6.20% | 388K | $11.5M | −2,285 (−0.6%) | June 30, 2026 |
| 3 | Vanguard Capital Management, LLC | 4.06% | 254K | $7.5M | −43,806 (−14.7%) | June 30, 2026 |
| 4 | STRATEGIC VALUE BANK PARTNERS LLC | 3.89% | 244K | $7.2M | −30,535 (−11.1%) | June 30, 2026 |
| 5 | Ameriprise Financial Inc | 3.86% | 241K | $7.1M | +241,463 (0.0%) | June 30, 2026 |
| 6 | Dimensional Fund Advisors, Inc. | 3.24% | 203K | $6.0M | +4,859 (+2.5%) | June 30, 2026 |
| 7 | BlackRock Inc | 2.54% | 159K | $4.7M | −236,047 (−59.8%) | June 30, 2026 |
| 8 | Pinnacle Holdings, LLC | 2.50% | 157K | $4.6M | −312 (−0.2%) | June 30, 2026 |
| 9 | Truffle Hound Capital, LLC | 1.44% | 90K | $2.7M | +90,373 (0.0%) | June 30, 2026 |
| 10 | Bridgeway Capital Management, LLC | 1.30% | 82K | $2.4M | — | June 30, 2026 |
| 11 | Geode Capital Management, LLC | 1.14% | 71K | $2.1M | −67,948 (−48.9%) | June 30, 2026 |
| 12 | The Goldman Sachs Group Inc | 0.93% | 58K | $1.7M | −27,494 (−32.1%) | June 30, 2026 |
| 13 | Marshall Wace Asset Management Ltd | 0.93% | 58K | $1.7M | +57,913 (0.0%) | June 30, 2026 |
| 14 | Arrowstreet Capital Limited Partnership | 0.78% | 49K | $1.4M | +17,868 (+57.6%) | June 30, 2026 |
| 15 | Gendell Jeffrey L | 0.74% | 46K | $1.4M | — | June 30, 2026 |
| 16 | Empowered Funds, LLC | 0.74% | 46K | $1.4M | — | June 30, 2026 |
| 17 | Renaissance Technologies Corp | 0.64% | 40K | $1.2M | +12,021 (+43.2%) | June 30, 2026 |
| 18 | HSBC Holdings PLC | 0.61% | 38K | $1.1M | +6,306 (+19.8%) | June 30, 2026 |
| 19 | First Manhattan Co. LLC | 0.57% | 36K | $1.1M | — | June 30, 2026 |
| 20 | Vanguard Fiduciary Trust Co | 0.57% | 36K | $1.1M | −1,944 (−5.2%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 7 holders added 431K shares and 9 cut 413K.
SBFG top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | JH Financial Opportunities | 4.11% | 257K | $7.6M | — | August 31, 2026 |
| 2 | JHancock Regional Bank A | 3.02% | 189K | $5.6M | — | August 31, 2026 |
| 3 | Vanguard MStar Total Stk Mkt Idx Invest | 2.87% | 179K | $5.3M | — | August 31, 2026 |
| 4 | Columbia Small Cap Value Discv A | 2.62% | 164K | $4.8M | — | August 31, 2026 |
| 5 | BSF Systematic US Eq Abs Ret A2 USD | 1.52% | 95K | $2.8M | −372 (−0.4%) | December 31, 2025 |
| 6 | DFA US Small Cap Value I | 1.19% | 75K | $2.2M | +2,072 (+2.9%) | August 31, 2026 |
| 7 | EA Bridgeway Omni Small-Cap Value ETF | 0.78% | 49K | $1.4M | — | September 30, 2026 |
| 8 | Bridgeway Omni Small-Cap Value N | 0.57% | 35K | $1.0M | — | June 30, 2026 |
| 9 | Avantis US Small Cap Value ETF | 0.50% | 31K | $929,221 | — | September 30, 2026 |
| 10 | Fidelity Extended Market Index | 0.49% | 31K | $908,018 | −165 (−0.5%) | August 31, 2026 |
| 11 | Columbia VP Small Cap Value Discovery 1 | 0.48% | 30K | $881,441 | −144 (−0.5%) | August 31, 2026 |
| 12 | Dimensional US Small Cap Value ETF | 0.42% | 26K | $775,369 | — | September 24, 2026 |
| 13 | iShares Micro-Cap ETF | 0.30% | 19K | $555,577 | −130 (−0.7%) | September 30, 2026 |
| 14 | DFA US Small Cap I | 0.28% | 17K | $509,688 | — | August 31, 2026 |
| 15 | DFA US Micro Cap I | 0.21% | 13K | $392,483 | +466 (+3.6%) | August 31, 2026 |
| 16 | DFA US Core Equity 2 I | 0.21% | 13K | $381,321 | — | August 31, 2026 |
| 17 | Fidelity Total Market Index | 0.20% | 13K | $377,452 | — | August 31, 2026 |
| 18 | Dimensional US Targeted Value ETF | 0.15% | 9,486 | $280,122 | +9 (+0.1%) | September 30, 2026 |
| 19 | Fidelity Series Total Market Index | 0.15% | 9,210 | $271,971 | — | August 31, 2026 |
| 20 | Dimensional US Core Equity 2 ETF | 0.14% | 9,052 | $267,306 | — | September 30, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
SBFG insider transactions
latest 4| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2026-03-04 | Sue Ann Strausbaugh | Buy | $20.68 | 48 | $993 |
| 2026-02-04 | Richard L Hardgrove | Sell | $22.15 | 977 | $21,641 |
| 2025-06-23 | Timothy L Claxton | Buy | $17.64 | 2,000 | $35,280 |
| 2025-06-20 | Mark A Klein | Buy | $17.55 | 100 | $1,755 |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
SBFG shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns SBFG
Institutional investors own 52.2% of SB Financial's shares and insiders 5.58%. The largest holder is Manufacturers Life Insurance Co with 7.48% of the shares (468K), as of June 30, 2026. Among the top 20 institutions, 7 added shares and 9 reduced their stake in the latest filings. Short interest is 0.34% of the float, or 1.24 days of average trading volume. The share count rose 18.3% since 2014.
Related: SBFG analyst forecast, SBFG key metrics, SBFG dividend history. See the SBFG stock overview for the latest quote and news.
SBFG ownership FAQ
Who owns the most SB Financial stock?
The largest shareholders of SB Financial are Manufacturers Life Insurance Co (7.48%), Cutler Capital Management (6.20%), Vanguard Capital Management, LLC (4.06%), STRATEGIC VALUE BANK PARTNERS LLC (3.89%), Ameriprise Financial Inc (3.86%).
What percentage of SB Financial is owned by institutions?
Institutions hold 52.2% of SB Financial's shares outstanding; insiders hold 5.58%.
Which funds own SB Financial?
The largest fund holders of SB Financial are JH Financial Opportunities (4.11%), JHancock Regional Bank A (3.02%), Vanguard MStar Total Stk Mkt Idx Invest (2.87%), Columbia Small Cap Value Discv A (2.62%), BSF Systematic US Eq Abs Ret A2 USD (1.52%).
What is SB Financial's short interest?
20K shares of SB Financial were sold short, 0.34% of the float; at the average daily volume it would take 1.24 days to cover.
Are insiders buying or selling SB Financial?
Of the latest 4 reported insider transactions in SB Financial (since June 20, 2025), 3 were purchases and 1 were sales.
How many shares of SB Financial are outstanding?
SB Financial has 6.3M shares outstanding, of which 5.5M are in the public float.