DaveManuel.com · Institutional Ownership · Who Owns It
AVIDIA BANCORP INC (AVBC)
Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.
82
Reporting holders
$151.0M
Reported value
36.0%
Of shares outstanding
0.0%
Calls
0.0%
Puts
+17
Holder change
Institutions report 7,195,865 shares against 19,970,306 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | $24.6M | 1,172,953 | 0.02% | 4q | -2.1%-$520.7K |
| BlackRock, Inc. | $24.2M | 1,151,670 | 0.00% | 4q | +316.5%+$18.4M |
| VANGUARD CAPITAL MANAGEMENT LLC | $16.8M | 800,793 | 0.00% | 2q | -2.6%-$444.6K |
| FJ Capital Management LLC | $10.4M | 497,258 | 1.35% | 4q | HELD |
| GEODE CAPITAL MANAGEMENT, LLC | $9.3M | 442,624 | 0.00% | 4q | +101.3%+$4.7M |
| STATE STREET CORP | $5.3M | 251,299 | 0.00% | 4q | +299.4%+$4.0M |
| TWO SIGMA INVESTMENTS, LP | $5.2M | 247,210 | 0.00% | 4q | +17.1%+$757.5K |
| HENNESSY ADVISORS INC | $3.3M | 157,000 | 0.11% | 4q | +1.3%+$42.0K |
| MORGAN STANLEY | $3.1M | 149,088 | 0.00% | 4q | +20.3%+$528.2K |
| MARSHALL WACE, LLP | $3.1M | 146,200 | 0.00% | 3q | +44.8%+$949.1K |
| NORTHERN TRUST CORP | $3.0M | 143,822 | 0.00% | 4q | +257.9%+$2.2M |
| VANGUARD FIDUCIARY TRUST CO | $2.6M | 124,642 | 0.00% | 2q | +7.2%+$175.1K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2.6M | 123,123 | 0.00% | new | NEW |
| RENAISSANCE TECHNOLOGIES LLC | $2.5M | 116,812 | 0.00% | 3q | +169.8%+$1.5M |
| GOLDMAN SACHS GROUP INC | $2.3M | 109,562 | 0.00% | 4q | +11.8%+$242.7K |
| Ancora Advisors LLC | $2.2M | 102,550 | 0.04% | 2q | +36.0%+$570.1K |
| Arbiter Partners Capital Management LLC | $2.1M | 98,400 | 0.36% | 3q | +200.0%+$1.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.9M | 92,488 | 0.00% | 4q | +21.4%+$342.3K |
| WHITE PINE CAPITAL LLC | $1.8M | 86,705 | 0.43% | 3q | -47.3%-$1.6M |
| FRANKLIN RESOURCES INC | $1.4M | 68,497 | 0.00% | 4q | -10.2%-$163.7K |
| Russell Investments Group, Ltd. | $1.4M | 66,077 | 0.00% | 2q | -14.1%-$227.1K |
| Polaris Capital Management, LLC | $1.3M | 62,600 | 0.12% | 4q | +56.5%+$474.4K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.3M | 60,567 | 0.00% | 4q | +505.7%+$1.1M |
| IRONWOOD INVESTMENT MANAGEMENT LLC | $1.1M | 53,642 | 0.39% | 4q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $991.5K | 47,237 | 0.00% | 3q | +17.2%+$145.8K |
| Bank of New York Mellon Corp | $964.1K | 45,933 | 0.00% | new | NEW |
| Trexquant Investment LP | $944.7K | 45,006 | 0.01% | 2q | +72.8%+$397.9K |
| PANAGORA ASSET MANAGEMENT INC | $938.2K | 44,696 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $800.5K | 37,847 | 0.00% | 4q | -35.1%-$432.6K |
| Nuveen, LLC | $759.6K | 36,191 | 0.00% | new | NEW |
| GSA CAPITAL PARTNERS LLP | $739.0K | 35,205 | 0.05% | new | NEW |
| STILWELL VALUE LLC | $734.6K | 35,000 | 0.42% | 4q | -12.5%-$104.9K |
| Voleon Capital Management LP | $730.1K | 34,782 | 0.01% | 2q | +34.5%+$187.1K |
| Freestone Capital Holdings, LLC | $729.5K | 34,756 | 0.02% | 4q | HELD |
| BANK OF AMERICA CORP /DE/ | $703.0K | 33,494 | 0.00% | 4q | +26.3%+$146.6K |
| GREAT OAK CAPITAL PARTNERS, LLC | $694.4K | 34,157 | 0.15% | 3q | HELD |
| Oppenheimer & Close, LLC | $556.3K | 26,502 | 0.35% | 4q | HELD |
| MILLENNIUM MANAGEMENT LLC | $476.2K | 22,689 | 0.00% | 3q | -93.0%-$6.3M |
| WELLS FARGO & COMPANY/MN | $468.4K | 22,314 | 0.00% | 4q | +258.6%+$337.8K |
| XTX Topco Ltd | $447.1K | 21,302 | 0.01% | 4q | +71.4%+$186.3K |
| UBS Group AG | $415.3K | 19,787 | 0.00% | 4q | -2.5%-$10.7K |
| CITADEL ADVISORS LLC | $376.6K | 17,940 | 0.00% | 2q | +16.6%+$53.7K |
| DEUTSCHE BANK AG\ | $375.3K | 17,880 | 0.00% | new | NEW |
| RHUMBLINE ADVISERS | $356.6K | 16,991 | 0.00% | new | NEW |
| Engineers Gate Manager LP | $323.7K | 15,420 | 0.00% | 2q | +22.3%+$59.0K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $321.0K | 15,246 | 0.00% | new | NEW |
| LYNCH & ASSOCIATES/IN | $319.2K | 15,206 | 0.06% | 4q | HELD |
| OCCUDO QUANTITATIVE STRATEGIES LP | $313.0K | 14,911 | 0.02% | new | NEW |
| AMERICAN CENTURY COMPANIES INC | $281.9K | 13,432 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $276.2K | 13,160 | 0.00% | 3q | -69.2%-$620.3K |
| ROCKLAND TRUST CO | $265.4K | 12,646 | 0.01% | 3q | HELD |
| CITIGROUP INC | $254.1K | 12,106 | 0.00% | 3q | -16.5%-$50.4K |
| Farther Finance Advisors, LLC | $251.9K | 12,000 | 0.00% | 3q | HELD |
| SEI INVESTMENTS CO | $251.3K | 11,974 | 0.00% | new | NEW |
| Schonfeld Strategic Advisors LLC | $240.6K | 11,462 | 0.00% | 2q | -75.9%-$757.2K |
| MetLife Investment Management, LLC | $234.5K | 11,173 | 0.00% | new | NEW |
| Invesco Ltd. | $227.5K | 10,837 | 0.00% | new | NEW |
| Intellus Advisors LLC | $209.9K | 10,000 | 0.03% | 3q | HELD |
| MACKENZIE FINANCIAL CORP | $203.0K | 9,672 | 0.00% | new | NEW |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $176.3K | 8,401 | 0.00% | new | NEW |
| Vanguard Global Advisers, LLC | $136.8K | 6,517 | 0.00% | 2q | HELD |
| NEW YORK STATE COMMON RETIREMENT FUND | $134.3K | 6,400 | 0.00% | new | NEW |
| BARCLAYS PLC | $121.2K | 5,773 | 0.00% | 2q | -46.7%-$106.3K |
| Police & Firemen's Retirement System of New Jersey | $113.4K | 5,404 | 0.00% | new | NEW |
| FLAGSHIP WEALTH ADVISORS, LLC | $105.0K | 5,000 | 0.02% | new | NEW |
| STRS OHIO | $75.6K | 3,600 | 0.00% | new | NEW |
| Tower Research Capital LLC (TRC) | $41.4K | 1,974 | 0.00% | new | NEW |
| Legal & General Group Plc | $37.8K | 1,800 | 0.00% | new | NEW |
| Sachetta, LLC | $37.7K | 1,797 | 0.02% | new | NEW |
| Ameritas Investment Partners, Inc. | $34.9K | 1,663 | 0.00% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $21.9K | 1,042 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $17.0K | 801 | 0.00% | 4q | +124.4%+$9.4K |
| Sterling Capital Management LLC | $7.7K | 369 | 0.00% | new | NEW |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $5.3K | 252 | 0.00% | new | NEW |
| Quarry LP | $3.3K | 157 | 0.00% | new | NEW |
| EASTERN BANK | $2.6K | 123 | 0.00% | 3q | HELD |
| FMR LLC | $1.6K | 77 | 0.00% | 2q | HELD |
| Physician Wealth Advisors, Inc. | $1.4K | 66 | 0.00% | 3q | HELD |
| Rialto Wealth Management, LLC | $693 | 33 | 0.00% | 2q | HELD |
| Bare Financial Services, Inc | $609 | 29 | 0.00% | 2q | HELD |
| James T. Borello RIA | $357 | 17 | 0.00% | new | NEW |
| Avion Wealth | $0 | 34 | 0.00% | new | NEW |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-11 | Saul Kennedy O | Director | Bought | 5,900 | $127.7K ×6 |
| 2026-09-18 | Flanigan Micheal Neil | Director | Sold | 5,000 | $111.7K ×3 |
| 2026-09-14 | Murphy Michael Dennis | Director, Other | Bought | 5,000 | $110.6K |
| 2026-08-26 | Grimaldo Joseph F | Director | Bought | 5,000 | $110.1K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 14 | $5.5M | 255,737 | 5 | 0 | 2 | 0.0% |
| Q2 2026 | 82 | $151.0M | 7,195,865 | 29 | 25 | 13 | 0.0% |
| Q1 2026 | 65 | $128.3M | 6,543,349 | 17 | 17 | 11 | 0.0% |
| Q4 2025 | 52 | $106.2M | 6,316,296 | 19 | 12 | 9 | 0.0% |
| Q3 2025 | 37 | $84.7M | 5,667,705 | 37 | 0 | 0 | 0.0% |