DaveManuel.com · Institutional Ownership · Who Owns It
LCNB CORP (LCNB)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
107
Reporting holders
$126.2M
Reported value
50.3%
Of shares outstanding
0.0%
Calls
0.0%
Puts
+0
Holder change
Institutions report 7,174,144 shares against 14,254,988 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 |
|---|---|---|---|---|---|
| Bluespring Wealth Management, LLC | $19.1M | 1,087,854 | 0.37% | new | NEW |
| BlackRock, Inc. | $16.9M | 959,927 | 0.00% | 8q | +16.2%+$2.4M |
| VANGUARD CAPITAL MANAGEMENT LLC | $9.7M | 549,013 | 0.00% | 2q | HELD |
| DIMENSIONAL FUND ADVISORS LP | $9.6M | 548,355 | 0.00% | 31q | +4.7%+$436.7K |
| Ritter Daniher Financial Advisory LLC / DE | $9.6M | 543,927 | 1.46% | 17q | HELD |
| LCNB CORP | $8.9M | 505,963 | 2.73% | 31q | -0.7%-$61.6K |
| GEODE CAPITAL MANAGEMENT, LLC | $6.3M | 360,333 | 0.00% | 31q | +10.7%+$612.9K |
| STATE STREET CORP | $3.2M | 183,101 | 0.00% | 31q | HELD |
| RENAISSANCE TECHNOLOGIES LLC | $2.7M | 152,816 | 0.00% | 31q | -2.2%-$61.0K |
| JOHNSON INVESTMENT COUNSEL INC | $2.4M | 135,561 | 0.02% | 31q | -1.0%-$23.7K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $2.2M | 124,930 | 0.04% | 31q | +3.7%+$79.2K |
| NORTHERN TRUST CORP | $1.9M | 109,435 | 0.00% | 31q | +11.5%+$199.1K |
| GOLDMAN SACHS GROUP INC | $1.7M | 99,077 | 0.00% | 9q | +10.3%+$163.2K |
| AMERICAN FINANCIAL GROUP INC | $1.6M | 93,582 | 0.58% | 31q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.6M | 92,795 | 0.00% | 2q | +19.2%+$262.6K |
| Kapstone Financial Advisors LLC | $1.5M | 85,667 | 0.63% | 15q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $1.5M | 85,513 | 0.00% | 2q | +1.3%+$19.9K |
| Empowered Funds, LLC | $1.4M | 81,330 | 0.01% | 13q | +5.9%+$79.2K |
| Cetera Investment Advisers | $1.4M | 80,042 | 0.00% | 10q | HELD |
| RAYMOND JAMES FINANCIAL INC | $1.3M | 72,749 | 0.00% | 7q | +14.5%+$162.4K |
| MORGAN STANLEY | $1.2M | 70,179 | 0.00% | 35q | +3.8%+$45.1K |
| Connor, Clark & Lunn Investment Management Ltd. | $1.1M | 61,680 | 0.00% | 11q | HELD |
| HORAN Wealth, LLC | $1.1M | 60,964 | 0.13% | 4q | -22.4%-$310.2K |
| AQR CAPITAL MANAGEMENT LLC | $1.1M | 60,253 | 0.00% | 4q | +55.9%+$379.8K |
| Bank of New York Mellon Corp | $1.0M | 57,300 | 0.00% | 31q | +2.3%+$22.8K |
| LPL Financial LLC | $903.9K | 51,389 | 0.00% | 6q | -3.1%-$28.7K |
| HSBC HOLDINGS PLC | $848.6K | 48,522 | 0.00% | 6q | +9.9%+$76.2K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $763.4K | 43,399 | 0.00% | 13q | +9.2%+$64.2K |
| Mariner, LLC | $750.4K | 42,658 | 0.00% | new | NEW |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $663.7K | 37,733 | 0.01% | 18q | HELD |
| BARCLAYS PLC | $636.7K | 36,196 | 0.00% | 31q | -3.9%-$25.8K |
| HENGEHOLD CAPITAL MANAGEMENT LLC | $598.5K | 34,027 | 0.05% | 11q | +1.0%+$6.0K |
| BANK OF AMERICA CORP /DE/ | $589.0K | 33,485 | 0.00% | 31q | -10.5%-$69.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $551.5K | 31,356 | 0.00% | 7q | +3.3%+$17.5K |
| PANAGORA ASSET MANAGEMENT INC | $489.8K | 27,844 | 0.00% | 3q | +72.3%+$205.5K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $477.5K | 27,144 | 0.00% | 3q | +109.3%+$249.4K |
| CITADEL ADVISORS LLC | $425.1K | 24,169 | 0.00% | 9q | -24.4%-$136.9K |
| RITHOLTZ WEALTH MANAGEMENT | $411.4K | 23,389 | 0.01% | 3q | +12.6%+$46.1K |
| STRS OHIO | $381.7K | 21,700 | 0.00% | new | NEW |
| Cornerstone Advisory, LLC | $369.4K | 21,001 | 0.03% | 30q | HELD |
| Squarepoint Ops LLC | $364.4K | 20,716 | 0.00% | 8q | +16.4%+$51.4K |
| Nuveen, LLC | $350.1K | 19,901 | 0.00% | 6q | +29.4%+$79.4K |
| ACADIAN ASSET MANAGEMENT LLC | $319.0K | 18,214 | 0.00% | 4q | +1.9%+$6.0K |
| RHUMBLINE ADVISERS | $310.5K | 17,654 | 0.00% | 13q | +3.7%+$11.0K |
| New Republic Capital, LLC | $307.6K | 17,489 | 0.07% | 15q | HELD |
| Souders Financial Advisors | $306.2K | 17,407 | 0.03% | 9q | -1.9%-$5.9K |
| Shoker Investment Counsel, Inc. | $306.0K | 17,393 | 0.08% | 3q | +1.3%+$3.8K |
| Kestra Advisory Services, LLC | $294.3K | 16,733 | 0.00% | 2q | -42.6%-$218.5K |
| FMR LLC | $278.6K | 15,838 | 0.00% | 31q | +60.0%+$104.5K |
| Baker Ellis Asset Management LLC | $272.6K | 15,500 | 0.03% | 10q | HELD |
| WELLS FARGO & COMPANY/MN | $239.9K | 13,636 | 0.00% | 31q | +91.7%+$114.7K |
| DEUTSCHE BANK AG\ | $237.2K | 13,487 | 0.00% | 2q | +31.7%+$57.2K |
| Pekin Hardy Strauss, Inc. | $229.3K | 13,034 | 0.02% | 5q | HELD |
| Center for Financial Planning, Inc. | $222.8K | 12,664 | 0.02% | 16q | HELD |
| COMMERCE BANK | $210.3K | 11,953 | 0.00% | 2q | HELD |
| Kimelman & Baird, LLC | $202.3K | 11,500 | 0.01% | 16q | HELD |
| Axim Planning & Wealth | $202.3K | 11,500 | 0.28% | 17q | HELD |
| UBS Group AG | $200.2K | 11,381 | 0.00% | 31q | +68.2%+$81.2K |
| EQUITABLE TRUST CO | $200.1K | 11,377 | 0.01% | 21q | HELD |
| Invesco Ltd. | $199.3K | 11,329 | 0.00% | 3q | +7.7%+$14.2K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $194.0K | 11,027 | 0.00% | new | NEW |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $193.6K | 11,005 | 0.00% | 12q | HELD |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $166.6K | 9,471 | 0.00% | 3q | -6.4%-$11.3K |
| MetLife Investment Management, LLC | $146.3K | 8,318 | 0.00% | 13q | +28.9%+$32.8K |
| Russell Investments Group, Ltd. | $145.7K | 8,284 | 0.00% | 9q | +453.7%+$119.4K |
| Allworth Financial LP | $118.5K | 6,739 | 0.00% | 8q | +1.5%+$1.7K |
| CITIGROUP INC | $112.2K | 6,380 | 0.00% | 15q | +731.8%+$98.7K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $111.9K | 6,361 | 0.00% | 9q | -1.4%-$1.6K |
| Vanguard Global Advisers, LLC | $104.6K | 5,949 | 0.00% | 2q | HELD |
| JPMORGAN CHASE & CO | $102.8K | 5,797 | 0.00% | 31q | +6.0%+$5.8K |
| Police & Firemen's Retirement System of New Jersey | $82.7K | 4,701 | 0.00% | 7q | HELD |
| NEW YORK STATE COMMON RETIREMENT FUND | $82.7K | 4,699 | 0.00% | 13q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $50.0K | 2,845 | 0.00% | 31q | -7.5%-$4.1K |
| BNP PARIBAS FINANCIAL MARKETS | $49.4K | 2,808 | 0.00% | 13q | -27.3%-$18.5K |
| ROYAL BANK OF CANADA | $33.0K | 1,863 | 0.00% | 31q | +186200.0%+$33.0K |
| PNC Financial Services Group, Inc. | $31.4K | 1,787 | 0.00% | 6q | +390.9%+$25.0K |
| HARBOUR INVESTMENTS, INC. | $28.6K | 1,625 | 0.00% | 10q | HELD |
| CANADA LIFE ASSURANCE Co | $28.0K | 1,594 | 0.00% | 7q | -7.0%-$2.1K |
| Legal & General Group Plc | $24.6K | 1,401 | 0.00% | 13q | +28.3%+$5.4K |
| Ameritas Investment Partners, Inc. | $15.4K | 873 | 0.00% | 13q | HELD |
| MCF Advisors LLC | $15.3K | 872 | 0.00% | 3q | HELD |
| IAG Wealth Partners, LLC | $14.1K | 800 | 0.00% | 27q | HELD |
| Tower Research Capital LLC (TRC) | $11.5K | 653 | 0.00% | 19q | -81.8%-$51.8K |
| US BANCORP \DE\ | $11.4K | 650 | 0.00% | 31q | HELD |
| Arax Advisory Partners | $10.4K | 591 | 0.00% | 2q | +68.9%+$4.2K |
| GILL CAPITAL PARTNERS, LLC | $8.8K | 500 | 0.00% | 2q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $5.1K | 288 | 0.00% | 2q | HELD |
| Sterling Capital Management LLC | $4.9K | 278 | 0.00% | 8q | -37.7%-$3.0K |
| GAMMA Investing LLC | $4.3K | 242 | 0.00% | 6q | -23.9%-$1.3K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $3.3K | 189 | 0.00% | 13q | -74.0%-$9.5K |
| OSAIC HOLDINGS, INC. | $1.8K | 101 | 0.00% | 5q | +2.0% |
| Essential Partners LLC | $1.4K | 77 | 0.00% | 5q | -17.2% |
| EverSource Wealth Advisors, LLC | $1.2K | 71 | 0.00% | 6q | +7.6% |
| ROTHSCHILD INVESTMENT LLC | $967 | 55 | 0.00% | 4q | +52.8% |
| Kilter Group LLC | $739 | 42 | 0.00% | 3q | HELD |
| Farther Finance Advisors, LLC | $652 | 37 | 0.00% | 8q | -51.3% |
| IFP Advisors, Inc | $563 | 32 | 0.00% | 5q | +88.2% |
| True Wealth Design, LLC | $370 | 21 | 0.00% | 4q | +90.9% |
| SJS Investment Consulting Inc. | $141 | 8 | 0.00% | 3q | HELD |
| Basecamp Wealth Advisors LLC | $123 | 7 | 0.00% | 2q | +16.7% |
Showing the largest 100 of 107 reported holders.
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 |
|---|---|---|---|
| 2026-09-17 | 2026-09-17 | Directors or officers departed or appointed | filing |
| 2026-08-19 | 2026-08-18 | Directors or officers departed or appointed | filing |
| 2026-08-07 | 2026-08-07 | Material agreement entered | 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 | 16 | $1.6M | 84,548 | 3 | 5 | 4 | 0.0% |
| Q2 2026 | 107 | $126.2M | 7,174,144 | 7 | 45 | 23 | 0.0% |
| Q1 2026 | 107 | $89.5M | 5,734,726 | 10 | 39 | 21 | 0.0% |
| Q4 2025 | 102 | $91.3M | 5,575,281 | 14 | 33 | 24 | 0.0% |
| Q3 2025 | 94 | $80.9M | 5,399,724 | 11 | 34 | 19 | 0.0% |
| Q2 2025 | 88 | $77.8M | 5,351,234 | 6 | 29 | 23 | 0.0% |
| Q1 2025 | 87 | $78.3M | 5,294,374 | 10 | 23 | 22 | 0.0% |
| Q4 2024 | 84 | $80.2M | 5,300,611 | 6 | 29 | 9 | 0.0% |
| Q3 2024 | 78 | $76.5M | 5,052,222 | 8 | 22 | 16 | 0.5% |
| Q2 2024 | 80 | $68.9M | 4,952,260 | 10 | 17 | 22 | 0.0% |
| Q1 2024 | 73 | $82.1M | 5,148,506 | 6 | 21 | 14 | 0.0% |
| Q4 2023 | 69 | $73.6M | 4,663,906 | 8 | 20 | 13 | 0.0% |
| Q3 2023 | 68 | $62.4M | 4,374,439 | 7 | 15 | 15 | 0.0% |
| Q2 2023 | 64 | $63.3M | 4,273,304 | 15 | 14 | 11 | 0.0% |
| Q1 2023 | 55 | $64.1M | 3,915,796 | 2 | 17 | 11 | 0.0% |
| Q4 2022 | 59 | $69.4M | 3,854,004 | 10 | 11 | 14 | 0.0% |
| Q3 2022 | 51 | $112.7M | 7,108,349 | 4 | 12 | 13 | 0.0% |
| Q2 2022 | 51 | $105.0M | 7,026,328 | 4 | 12 | 17 | 0.0% |
| Q1 2022 | 56 | $131.5M | 7,463,046 | 11 | 15 | 14 | 0.3% |
| Q4 2021 | 51 | $96.9M | 4,928,694 | 5 | 17 | 10 | 0.6% |
| Q3 2021 | 54 | $141.2M | 8,006,601 | 4 | 8 | 17 | 0.3% |
| Q2 2021 | 67 | $132.3M | 8,081,777 | 18 | 9 | 18 | 0.0% |
| Q1 2021 | 65 | $212.0M | 12,111,785 | 7 | 15 | 21 | 0.0% |
| Q4 2020 | 63 | $171.1M | 11,650,512 | 3 | 23 | 16 | 0.0% |
| Q3 2020 | 70 | $114.7M | 8,406,086 | 5 | 15 | 24 | 0.0% |
| Q2 2020 | 71 | $132.1M | 8,277,723 | 6 | 29 | 15 | 0.0% |
| Q1 2020 | 70 | $231.2M | 18,350,411 | 5 | 13 | 26 | 0.0% |
| Q4 2019 | 70 | $243.6M | 12,622,229 | 6 | 22 | 16 | 0.0% |
| Q3 2019 | 67 | $143.0M | 8,060,673 | 6 | 20 | 19 | 0.0% |
| Q2 2019 | 68 | $261.8M | 13,778,658 | 7 | 28 | 15 | 0.0% |
| Q1 2019 | 70 | $223.6M | 13,040,722 | 8 | 18 | 17 | 0.0% |
| Q4 2018 | 68 | $117.1M | 7,711,235 | 0 | 0 | 2 | 0.0% |