DaveManuel.com · Institutional Ownership · Who Owns It
CIVISTA BANCSHARES INC (CIVB)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
149
Reporting holders
$379.8M
Reported value
65.6%
Of shares outstanding
0.0%
Calls
0.0%
Puts
+17
Holder change
Institutions report 13,632,609 shares against 20,794,238 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 |
|---|---|---|---|---|---|
| BlackRock, Inc. | $48.0M | 1,702,436 | 0.00% | 8q | +14.4%+$6.1M |
| WELLINGTON MANAGEMENT GROUP LLP | $35.5M | 1,259,065 | 0.01% | 31q | -5.9%-$2.2M |
| DIMENSIONAL FUND ADVISORS LP | $28.9M | 1,025,247 | 0.01% | 31q | +7.9%+$2.1M |
| VANGUARD CAPITAL MANAGEMENT LLC | $25.0M | 885,162 | 0.00% | 2q | +2.6%+$641.0K |
| ALLIANCEBERNSTEIN L.P. | $20.5M | 899,109 | 0.01% | 5q | -4.9%-$1.1M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $16.1M | 570,879 | 0.01% | 31q | -0.7%-$110.6K |
| STATE STREET CORP | $15.7M | 555,485 | 0.00% | 31q | +38.9%+$4.4M |
| GEODE CAPITAL MANAGEMENT, LLC | $15.5M | 548,033 | 0.00% | 31q | +12.4%+$1.7M |
| ENDEAVOUR CAPITAL ADVISORS INC | $14.6M | 516,376 | 2.99% | 4q | -16.8%-$2.9M |
| ROYCE & ASSOCIATES LP | $11.0M | 391,417 | 0.09% | 4q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $8.2M | 290,834 | 0.00% | 2q | +24.5%+$1.6M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $7.8M | 275,008 | 0.02% | 23q | +0.8%+$64.9K |
| MENDON CAPITAL ADVISORS CORP | $7.6M | 268,279 | 2.68% | 19q | -13.9%-$1.2M |
| Curi Capital, LLC | $7.1M | 251,090 | 0.11% | 17q | -11.4%-$908.4K |
| AMERICAN CENTURY COMPANIES INC | $6.3M | 221,567 | 0.00% | 16q | +1.1%+$70.4K |
| GOLDMAN SACHS GROUP INC | $5.8M | 206,717 | 0.00% | 13q | +151.0%+$3.5M |
| NORTHERN TRUST CORP | $5.4M | 192,051 | 0.00% | 31q | +19.8%+$896.0K |
| AQR CAPITAL MANAGEMENT LLC | $4.8M | 168,561 | 0.00% | 9q | +7.8%+$344.4K |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | $4.4M | 156,384 | 0.25% | 28q | -3.5%-$162.1K |
| MORGAN STANLEY | $4.3M | 152,368 | 0.00% | 35q | +22.2%+$781.2K |
| Summit Financial Strategies, Inc. | $4.0M | 142,614 | 0.28% | 16q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $3.9M | 137,585 | 0.00% | 2q | +1.2%+$47.6K |
| RITHOLTZ WEALTH MANAGEMENT | $3.9M | 136,518 | 0.06% | 10q | HELD |
| Stieven Capital Advisors, L.P. | $3.6M | 126,953 | 0.68% | 4q | HELD |
| LSV ASSET MANAGEMENT | $3.5M | 122,700 | 0.01% | 28q | -4.3%-$155.2K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $3.4M | 121,489 | 0.06% | 31q | +5.5%+$178.0K |
| Hillsdale Investment Management Inc. | $3.3M | 117,611 | 0.08% | 6q | -9.5%-$349.9K |
| Knights of Columbus Asset Advisors LLC | $3.3M | 116,393 | 0.16% | 3q | +0.6%+$18.8K |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $3.0M | 106,394 | 0.02% | 31q | HELD |
| TWO SIGMA INVESTMENTS, LP | $2.8M | 100,432 | 0.00% | 21q | +13.5%+$336.4K |
| Empowered Funds, LLC | $2.5M | 88,966 | 0.01% | 2q | +7.6%+$178.0K |
| Bank of New York Mellon Corp | $2.3M | 82,312 | 0.00% | 31q | +16.2%+$323.2K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $2.2M | 78,410 | 0.00% | 8q | -9.3%-$225.9K |
| FIRST TRUST ADVISORS LP | $2.2M | 76,410 | 0.00% | 5q | +4.1%+$85.2K |
| PRUDENTIAL FINANCIAL INC | $1.9M | 68,120 | 0.00% | 15q | -3.7%-$74.2K |
| Elizabeth Park Capital Advisors, Ltd. | $1.7M | 60,891 | 1.19% | 13q | HELD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.7M | 59,304 | 0.00% | 31q | +8.4%+$130.3K |
| Pinnacle Holdings, LLC | $1.7M | 58,920 | 0.51% | 31q | HELD |
| MARTINGALE ASSET MANAGEMENT L P | $1.6M | 56,255 | 0.04% | new | NEW |
| Quantinno Capital Management LP | $1.2M | 43,772 | 0.00% | 5q | +5.8%+$67.8K |
| Fisher Asset Management, LLC | $1.2M | 43,431 | 0.00% | new | NEW |
| VICTORY CAPITAL MANAGEMENT INC | $1.2M | 42,500 | 0.00% | 31q | -10.3%-$138.3K |
| BLAIR WILLIAM & CO/IL | $1.2M | 42,122 | 0.00% | 31q | HELD |
| RENAISSANCE TECHNOLOGIES LLC | $1.0M | 36,964 | 0.00% | 31q | -28.9%-$424.2K |
| Nuveen, LLC | $1.0M | 36,539 | 0.00% | 6q | +4.1%+$40.2K |
| BANK OF AMERICA CORP /DE/ | $1.0M | 35,561 | 0.00% | 31q | +7.8%+$72.3K |
| BARCLAYS PLC | $1.0M | 35,460 | 0.00% | 31q | +9.4%+$85.6K |
| STATE OF WISCONSIN INVESTMENT BOARD | $870.4K | 30,842 | 0.00% | 4q | -5.7%-$52.7K |
| AMERIPRISE FINANCIAL INC | $847.9K | 30,048 | 0.00% | 23q | +24.7%+$168.0K |
| Connor, Clark & Lunn Investment Management Ltd. | $769.7K | 27,276 | 0.00% | 11q | +5.1%+$37.4K |
| UBS Group AG | $746.6K | 26,456 | 0.00% | 31q | -92.1%-$8.7M |
| RHUMBLINE ADVISERS | $743.9K | 26,361 | 0.00% | 31q | +5.5%+$38.6K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $736.9K | 26,114 | 0.01% | new | NEW |
| Invesco Ltd. | $693.9K | 24,588 | 0.00% | 5q | HELD |
| Squarepoint Ops LLC | $669.2K | 23,714 | 0.00% | 4q | -78.2%-$2.4M |
| D. E. Shaw & Co., Inc. | $650.3K | 23,045 | 0.00% | new | NEW |
| PARK NATIONAL CORP /OH/ | $648.4K | 22,975 | 0.02% | 31q | HELD |
| CWS Financial Advisors, LLC | $645.6K | 22,877 | 0.14% | 26q | HELD |
| CITADEL ADVISORS LLC | $642.3K | 22,762 | 0.00% | 3q | +51.5%+$218.3K |
| ALPS ADVISORS INC | $636.0K | 22,537 | 0.00% | 2q | +1.2%+$7.8K |
| Trexquant Investment LP | $620.0K | 21,971 | 0.00% | new | NEW |
| LPL Financial LLC | $616.1K | 21,834 | 0.00% | 15q | -3.7%-$23.7K |
| OCCUDO QUANTITATIVE STRATEGIES LP | $599.6K | 21,246 | 0.03% | new | NEW |
| DEUTSCHE BANK AG\ | $575.8K | 20,404 | 0.00% | 8q | +45.7%+$180.7K |
| Thrivent Financial for Lutherans | $572.0K | 20,251 | 0.00% | 4q | +63.4%+$222.0K |
| SALZHAUER MICHAEL | $548.0K | 19,420 | 0.19% | 31q | HELD |
| CITIGROUP INC | $511.1K | 18,111 | 0.00% | 13q | +251.5%+$365.7K |
| WELLS FARGO & COMPANY/MN | $494.1K | 17,508 | 0.00% | 31q | -72.1%-$1.3M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $483.0K | 17,095 | 0.00% | 4q | +31.4%+$115.3K |
| Compound Planning, Inc. | $470.5K | 16,674 | 0.01% | 14q | HELD |
| VISTA INVESTMENT MANAGEMENT | $453.7K | 16,076 | 0.14% | 4q | -2.7%-$12.7K |
| Creative Planning | $436.9K | 15,482 | 0.00% | 3q | +40.1%+$125.0K |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $431.0K | 15,273 | 0.00% | 7q | -13.9%-$69.7K |
| Odyssean, LLC | $430.7K | 15,262 | 0.07% | new | NEW |
| ACADIAN ASSET MANAGEMENT LLC | $429.0K | 15,310 | 0.00% | new | NEW |
| XTX Topco Ltd | $404.2K | 14,323 | 0.01% | new | NEW |
| Sanctuary Advisors, LLC | $382.9K | 13,567 | 0.00% | 4q | -15.3%-$69.2K |
| FRANKLIN RESOURCES INC | $375.4K | 13,301 | 0.00% | 2q | +3.9%+$14.1K |
| IEQ CAPITAL, LLC | $353.6K | 12,530 | 0.00% | 3q | +34.6%+$90.8K |
| Man Group plc | $347.7K | 12,320 | 0.00% | 2q | +20.5%+$59.1K |
| MetLife Investment Management, LLC | $334.0K | 11,835 | 0.00% | 23q | +6.7%+$20.9K |
| Russell Investments Group, Ltd. | $327.5K | 11,606 | 0.00% | 31q | -70.2%-$770.5K |
| SEI INVESTMENTS CO | $327.0K | 11,587 | 0.00% | 3q | -44.5%-$262.4K |
| Mariner, LLC | $293.9K | 10,416 | 0.00% | 3q | +1.7%+$4.9K |
| GENDELL JEFFREY L | $282.2K | 10,000 | 0.00% | 11q | HELD |
| Sterling Capital Management LLC | $274.9K | 9,740 | 0.00% | 8q | -2.6%-$7.2K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $271.7K | 9,628 | 0.00% | 9q | HELD |
| Schonfeld Strategic Advisors LLC | $254.9K | 9,033 | 0.00% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $251.1K | 8,898 | 0.00% | 3q | HELD |
| JPMORGAN CHASE & CO | $251.1K | 8,831 | 0.00% | 31q | +5.4%+$13.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $239.7K | 8,492 | 0.00% | new | NEW |
| Vanguard Global Advisers, LLC | $236.3K | 8,373 | 0.00% | 2q | HELD |
| ELCO Management Co., LLC | $233.6K | 8,279 | 0.10% | 8q | -17.2%-$48.6K |
| NEW YORK STATE COMMON RETIREMENT FUND | $223.8K | 7,930 | 0.00% | 31q | +83.1%+$101.6K |
| MERCER GLOBAL ADVISORS INC /ADV | $220.0K | 7,797 | 0.00% | new | NEW |
| JOHNSON INVESTMENT COUNSEL INC | $219.0K | 7,759 | 0.00% | new | NEW |
| Sequoia Financial Advisors, LLC | $215.8K | 7,648 | 0.00% | new | NEW |
| Private Advisor Group, LLC | $211.4K | 7,490 | 0.00% | new | NEW |
| Susquehanna Portfolio Strategies, LLC | $206.8K | 7,328 | 0.00% | new | NEW |
| Harborfront Financial Group LLC | $206.5K | 7,317 | 0.78% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-08 | 13G | Dimensional Fund Advisors LP | 5.3% |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-23 | 2026-10-23 | Directors or officers departed or appointed | filing |
| 2026-08-31 | 2026-08-31 | Directors or officers departed or appointed | filing |
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 | 24 | $12.4M | 470,345 | 5 | 3 | 1 | 0.0% |
| Q2 2026 | 149 | $379.8M | 13,632,609 | 26 | 54 | 37 | 0.0% |
| Q1 2026 | 132 | $305.5M | 13,430,333 | 10 | 41 | 43 | 0.0% |
| Q4 2025 | 134 | $283.9M | 12,765,873 | 18 | 43 | 33 | 0.1% |
| Q3 2025 | 133 | $262.6M | 12,918,970 | 20 | 52 | 36 | 0.1% |
| Q2 2025 | 130 | $205.8M | 8,871,948 | 20 | 38 | 40 | 0.0% |
| Q1 2025 | 116 | $165.6M | 8,476,320 | 8 | 38 | 33 | 0.0% |
| Q4 2024 | 113 | $178.4M | 8,463,760 | 17 | 41 | 25 | 0.2% |
| Q3 2024 | 102 | $145.2M | 8,145,536 | 14 | 32 | 32 | 0.0% |
| Q2 2024 | 93 | $127.6M | 8,237,907 | 10 | 36 | 22 | 0.0% |
| Q1 2024 | 94 | $127.8M | 8,310,767 | 12 | 32 | 23 | 0.0% |
| Q4 2023 | 90 | $152.1M | 8,248,595 | 8 | 37 | 18 | 0.0% |
| Q3 2023 | 86 | $122.0M | 7,873,579 | 6 | 22 | 25 | 0.0% |
| Q2 2023 | 88 | $137.4M | 7,895,249 | 9 | 23 | 26 | 0.0% |
| Q1 2023 | 93 | $132.7M | 7,864,679 | 3 | 34 | 32 | 0.0% |
| Q4 2022 | 102 | $173.9M | 7,899,940 | 13 | 29 | 32 | 0.0% |
| Q3 2022 | 93 | $1.3B | 63,878,228 | 10 | 22 | 28 | 0.0% |
| Q2 2022 | 94 | $1.4B | 63,920,033 | 6 | 24 | 28 | 0.0% |
| Q1 2022 | 103 | $1.5B | 63,989,744 | 10 | 28 | 32 | 0.0% |
| Q4 2021 | 103 | $1.7B | 67,665,390 | 9 | 26 | 30 | 0.0% |
| Q3 2021 | 97 | $1.6B | 67,523,860 | 11 | 20 | 35 | 0.0% |
| Q2 2021 | 90 | $1.5B | 66,201,792 | 7 | 23 | 38 | 0.0% |
| Q1 2021 | 93 | $1.6B | 68,982,108 | 9 | 24 | 38 | 0.0% |
| Q4 2020 | 88 | $1.2B | 69,950,178 | 7 | 25 | 31 | 0.0% |
| Q3 2020 | 90 | $804.7M | 64,263,421 | 6 | 28 | 33 | 0.0% |
| Q2 2020 | 93 | $1.1B | 74,248,425 | 8 | 30 | 26 | 0.0% |
| Q1 2020 | 93 | $1.2B | 81,029,319 | 9 | 27 | 38 | 0.0% |
| Q4 2019 | 100 | $1.8B | 77,040,662 | 25 | 33 | 19 | 0.0% |
| Q3 2019 | 79 | $1.7B | 77,174,192 | 7 | 30 | 19 | 0.0% |
| Q2 2019 | 76 | $1.7B | 77,521,907 | 4 | 29 | 18 | 0.0% |
| Q1 2019 | 77 | $1.7B | 79,112,753 | 6 | 29 | 22 | 0.0% |
| Q4 2018 | 85 | $1.4B | 78,803,307 | 2 | 1 | 2 | 0.1% |