SHBI · Company research
Shore Bancshares Inc (SHBI): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Sequoia Financial Advisors, LLC | 1599900 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18196 | 417599 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Qube Research & Technologies Ltd | 1729829 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11247 | 258119 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Janney Montgomery Scott LLC | 1329948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19755 | 453 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Trexquant Investment LP | 1633445 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18994 | 435912 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 1085393 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 299231 | 6867351 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1632972 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13237 | 299692 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Quantbot Technologies LP | 1512991 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16114 | 369816 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| BARLOW WEALTH PARTNERS, LLC | 1999928 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9696 | 215446 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| FourThought Financial Partners, LLC | 1956790 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9044 | 207560 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| ALGERT GLOBAL LLC | 1275218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 213022 | 4888855 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1164508 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 336589 | 7724718 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| GOLDMAN SACHS GROUP INC | 886982 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 324861 | 7455560 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Quarry LP | 1965207 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 145 | 3328 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DIMENSIONAL FUND ADVISORS LP | 354204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1702613 | 39074968 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 109380 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 170 | 3902 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Atlantic Union Bankshares Corp | 883948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 486930 | 11175044 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| UBS Group AG | 1610520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 72944 | 1674065 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Integrated Advisors Network LLC | 1660177 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12772 | 293118 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Police & Firemen's Retirement System of New Jersey | 2040686 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8621 | 197852 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Optiver Holding B.V. | 1859606 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 76 | 1744 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| AMERICAN CENTURY COMPANIES INC | 748054 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1095951 | 25152075 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Quantinno Capital Management LP | 1759654 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 93187 | 2138642 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| GENDELL JEFFREY L | 1056581 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 136840 | 3140478 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Arax Advisory Partners | 1586767 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11995 | 275285 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| RENAISSANCE TECHNOLOGIES LLC | 1037389 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 279515 | 6414869 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9914 | 432 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| RHUMBLINE ADVISERS | 1115418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40046 | 919046 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Essential Partners LLC | 2136442 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 450 | 10328 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 884546 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 99317 | 2279325 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ELCO Management Co., LLC | 1690717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9715 | 222959 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Equitable Holdings, Inc. | 1333986 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50854 | 1167099 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| FIRST TRUST ADVISORS LP | 1125816 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 114034 | 2617080 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Nuveen, LLC | 1871926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 57714 | 1324536 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 1103245 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14025 | 321874 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| FMR LLC | 315066 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26097 | 598929 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SG Americas Securities, LLC | 1313360 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14766 | 339 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| SALZHAUER MICHAEL | 1059543 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 72357 | 1660601 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| LPL Financial LLC | 1403438 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 51882 | 1190682 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Geneos Wealth Management Inc. | 1764754 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2727 | 62585 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| WELLS FARGO & COMPANY/MN | 72971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26278 | 603080 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| IFP Advisors, Inc | 1641866 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6116 | 140362 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| Basecamp Wealth Advisors LLC | 2115254 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 64 | 1469 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Physician Wealth Advisors, Inc. | 1795173 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20 | 459 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| Clearstead Advisors, LLC | 842775 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2 | 46 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Silver Grove Financial Group, Inc. | 2111172 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31 | 711 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| State of Alaska, Department of Revenue | 1370102 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2792 | 64 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 94 | 2157 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Valmark Advisers, Inc. | 1380443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9301 | 213458 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Ameritas Investment Partners, Inc. | 1055980 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2605 | 59785 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Diversify Advisory Services, LLC | 2021232 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20910 | 499753 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| ACADIAN ASSET MANAGEMENT LLC | 916542 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 153584 | 3522 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| D. E. Shaw & Co., Inc. | 1009207 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 55940 | 1283823 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Bank of New York Mellon Corp | 1390777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 128124 | 2940446 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Caitong International Asset Management Co., Ltd | 1963355 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3 | 69 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Engineers Gate Manager LP | 1620220 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15240 | 349758 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ROTHSCHILD INVESTMENT LLC | 85338 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 341 | 7826 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Farther Finance Advisors, LLC | 1992825 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4127 | 94781 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| CITADEL ADVISORS LLC | 1423053 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 184514 | 4234596 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BROWN ADVISORY INC | 1345929 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100420 | 2304639 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MERCER GLOBAL ADVISORS INC /ADV | 853758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24963 | 572901 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Stone House Investment Management, LLC | 1696497 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10 | 230 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Siena Capital Partners GP, LLC | 1694886 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 99713 | 2288413 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Parallel Advisors, LLC | 1690010 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5253 | 120556 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| MILLENNIUM MANAGEMENT LLC | 1273087 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 218636 | 5017696 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AQR CAPITAL MANAGEMENT LLC | 1167557 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12030 | 276089 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| XTX Topco Ltd | 1828301 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19147 | 439424 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CORBYN INVESTMENT MANAGEMENT INC/MD | 919538 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 112560 | 2583252 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| BANK OF AMERICA CORP /DE/ | 70858 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 45283 | 1039245 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| TRED AVON FAMILY WEALTH, LLC | 2094435 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 62243 | 1428985 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Investors Portfolio Services LLC | 2073833 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 207 | 4751 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CHAPIN DAVIS, INC. | 872098 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9775 | 224336 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Sanctuary Advisors, LLC | 1777271 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16167 | 371036 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Invesco Ltd. | 914208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27638 | 634292 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Legal & General Group Plc | 764068 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3048 | 69952 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| EverSource Wealth Advisors, LLC | 1710537 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1014 | 23271 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| TD PRIVATE CLIENT WEALTH LLC | 1551017 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10 | 230 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| JPMORGAN CHASE & CO | 19617 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13007 | 299421 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 928047 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 885021 | 20311232 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Aquatic Capital Management LLC | 1803916 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8444 | 193790 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BARCLAYS PLC | 312069 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 67370 | 1546141 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.