SBC MED GROUP HLDGS INC (SBC)
Institutional ownership reported to the SEC as of Q2 2026, across 17 quarters.
Institutions report 4,396,388 shares against 102,846,943 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 |
|---|---|---|---|---|---|
| Lumbard & Kellner, LLC | $5.3M | 1,727,208 | 1.61% | 2q | +9899.5%+$5.3M |
| BlackRock, Inc. | $2.8M | 924,002 | 0.00% | 5q | +120.2%+$1.6M |
| GEODE CAPITAL MANAGEMENT, LLC | $1.3M | 427,864 | 0.00% | 5q | +44.7%+$406.9K |
| CITADEL ADVISORS LLC | $445.7K | 144,718 | 0.00% | new | NEW |
| VANGUARD CAPITAL MANAGEMENT LLC | $418.2K | 135,783 | 0.00% | 2q | HELD |
| NORTHERN TRUST CORP | $404.1K | 131,204 | 0.00% | 5q | +44.0%+$123.4K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $395.1K | 128,295 | 0.00% | 2q | +101.9%+$199.4K |
| Hillsdale Investment Management Inc. | $384.4K | 124,800 | 0.01% | new | NEW |
| SEGALL BRYANT & HAMILL, LLC | $250.4K | 81,307 | 0.00% | 2q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $204.1K | 66,281 | 0.00% | 2q | +6.1%+$11.7K |
| SBI Securities Co., Ltd. | $152.3K | 49,437 | 0.00% | 7q | +9.7%+$13.4K |
| STATE STREET CORP | $151.7K | 49,239 | 0.00% | 5q | +59.7%+$56.7K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $144.3K | 46,855 | 0.00% | 5q | +157.4%+$88.3K |
| Mariner, LLC | $103.9K | 33,747 | 0.00% | 2q | +40.8%+$30.1K |
| Bank of New York Mellon Corp | $83.1K | 26,991 | 0.00% | 2q | +165.1%+$51.8K |
| Nuveen, LLC | $78.2K | 25,381 | 0.00% | 3q | +105.2%+$40.1K |
| AQR CAPITAL MANAGEMENT LLC | $74.2K | 24,098 | 0.00% | 4q | +91.6%+$35.5K |
| Central Pacific Bank - Trust Division | $73.9K | 24,000 | 0.01% | new | NEW |
| TWO SIGMA SECURITIES, LLC | $66.2K | 21,487 | 0.01% | new | NEW |
| DEUTSCHE BANK AG\ | $57.9K | 18,783 | 0.00% | new | NEW |
| Williams & Novak, LLC | $57.6K | 18,686 | 0.04% | 3q | +31.2%+$13.7K |
| NEW YORK STATE COMMON RETIREMENT FUND | $52.4K | 17,000 | 0.00% | 5q | HELD |
| WELLS FARGO & COMPANY/MN | $49.6K | 16,118 | 0.00% | 5q | +279.2%+$36.6K |
| BANK OF AMERICA CORP /DE/ | $35.2K | 11,417 | 0.00% | new | NEW |
| PRICE T ROWE ASSOCIATES INC /MD/ | $35.0K | 11,138 | 0.00% | new | NEW |
| FMR LLC | $33.2K | 10,779 | 0.00% | 5q | +218.2%+$22.8K |
| RHUMBLINE ADVISERS | $33.0K | 10,731 | 0.00% | 5q | +66.4%+$13.2K |
| Abel Hall, LLC | $32.7K | 10,607 | 0.01% | new | NEW |
| MORGAN STANLEY | $31.9K | 10,347 | 0.00% | 7q | +23.2%+$6.0K |
| CITIGROUP INC | $27.5K | 8,930 | 0.00% | 5q | +1403.4%+$25.7K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $27.3K | 8,861 | 0.00% | 5q | +65.4%+$10.8K |
| Vanguard Global Advisers, LLC | $26.4K | 8,557 | 0.00% | 2q | HELD |
| JPMORGAN CHASE & CO | $25.7K | 8,151 | 0.00% | 5q | +77.8%+$11.2K |
| BNP PARIBAS FINANCIAL MARKETS | $16.5K | 5,368 | 0.00% | 5q | +116.7%+$8.9K |
| NISA INVESTMENT ADVISORS, LLC | $15.4K | 5,000 | 0.00% | new | NEW |
| UBS Group AG | $15.1K | 4,917 | 0.00% | 15q | +31.7%+$3.6K |
| Russell Investments Group, Ltd. | $13.3K | 4,329 | 0.00% | 4q | -68.1%-$28.5K |
| Tower Research Capital LLC (TRC) | $12.0K | 3,901 | 0.00% | 5q | -25.2%-$4.1K |
| BARCLAYS PLC | $11.4K | 3,699 | 0.00% | 5q | +16.6%+$1.6K |
| ROYAL BANK OF CANADA | $9.0K | 2,826 | 0.00% | 5q | +116.2%+$4.8K |
| Legal & General Group Plc | $6.4K | 2,086 | 0.00% | 5q | +305.8%+$4.8K |
| Ameritas Investment Partners, Inc. | $1.8K | 577 | 0.00% | 5q | HELD |
| Sterling Capital Management LLC | $1.1K | 350 | 0.00% | 5q | -0.6% |
| Arax Advisory Partners | $576 | 187 | 0.00% | 2q | +884.2% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $487 | 158 | 0.00% | 4q | -74.1%-$1.4K |
| EverSource Wealth Advisors, LLC | $156 | 51 | 0.00% | 4q | +628.6% |
| Allworth Financial LP | $136 | 44 | 0.00% | 4q | +2100.0% |
| Essential Partners LLC | $80 | 26 | 0.00% | 4q | -95.1%-$1.6K |
| PNC Financial Services Group, Inc. | $77 | 25 | 0.00% | 3q | +150.0% |
| ROTHSCHILD INVESTMENT LLC | $34 | 11 | 0.00% | 3q | +450.0% |
| Farther Finance Advisors, LLC | $25 | 8 | 0.00% | 5q | +300.0% |
| Transamerica Financial Advisors, LLC | $24 | 8 | 0.00% | 4q | -79.5% |
| SJS Investment Consulting Inc. | $16 | 5 | 0.00% | new | NEW |
| True Wealth Design, LLC | $13 | 4 | 0.00% | new | NEW |
| Caitong International Asset Management Co., Ltd | $12 | 4 | 0.00% | new | NEW |
| IFP Advisors, Inc | $6 | 2 | 0.00% | 4q | +100.0% |
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 | 11 | $414.1K | 83,834 | 2 | 7 | 2 | 0.0% |
| Q2 2026 | 56 | $13.5M | 4,396,388 | 12 | 33 | 6 | 0.0% |
| Q1 2026 | 50 | $6.1M | 1,451,800 | 7 | 14 | 18 | 0.0% |
| Q4 2025 | 42 | $5.7M | 1,319,687 | 7 | 21 | 10 | 0.0% |
| Q3 2025 | 42 | $3.7M | 852,658 | 16 | 13 | 9 | 0.0% |
| Q2 2025 | 29 | $3.0M | 637,865 | 26 | 2 | 1 | 0.0% |
| Q1 2025 | 4 | $288.0K | 90,282 | 1 | 2 | 0 | 0.0% |
| Q4 2024 | 4 | $173.0K | 31,122 | 1 | 1 | 0 | 0.0% |
| Q3 2024 | 3 | $27.9K | 17,600 | 1 | 1 | 0 | 0.0% |
| Q2 2024 | 4 | $1.9M | 145,114 | 1 | 1 | 2 | 0.0% |
| Q1 2024 | 4 | $2.7M | 210,276 | 1 | 1 | 2 | 0.0% |
| Q4 2023 | 15 | $19.8M | 1,856,726 | 2 | 1 | 1 | 0.0% |
| Q3 2023 | 13 | $19.1M | 1,808,221 | 1 | 1 | 3 | 0.0% |
| Q2 2023 | 13 | $18.8M | 1,841,804 | 4 | 2 | 3 | 0.0% |
| Q1 2023 | 38 | $110.7M | 10,613,077 | 7 | 9 | 5 | 0.0% |
| Q4 2022 | 45 | $102.7M | 10,054,525 | 25 | 4 | 4 | 0.0% |
| Q3 2022 | 21 | $57.7M | 5,754,402 | 21 | 0 | 0 | 0.0% |