SBC Institutional Ownership
Who owns SBC Medical Group Holdings Inc and what the big funds did with it last quarter, from every SEC 13F filing. 57 funds reported holding SBC at Jun 30, 2026, together owning 4.3% of the company.
- ▲46 buying vs 11 selling
- ▲Held by funds +2.9 pts
- ▲Funds holding +7
- ▲Superinvestors: 1 added, 0 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 57 | 50 | +14.0% |
| In funds' top 10 | 0 | 0 | – |
| 13F shares | 4.4M | 1.5M | +202.8% |
| Held by funds | 4.3% | 1.4% | +2.9 pts |
| New positions | 13 | 7 | +85.7% |
| Increased | 33 | 14 | +135.7% |
| Reduced | 7 | 18 | −61.1% |
| Sold out | 4 | 2 | +100.0% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in SBC
All superinvestors →
Who owns SBC
share of fund held shares- Index and passive funds43.7%
- Active managers and hedge funds52.7%
- Banks and brokers3.2%
- Pensions, insurers and other0.4%
The top 10 holders own 88.5% of all SBC shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
15 funds changed their position- Central Pacific Bank - Trust DivisionSold out−24K sh
- Williams & Novak Wealth Management, LLCAdded+7,644 sh
- Abel Hall, LLCSold out−11K sh
- Nisa Investment Advisors, LLCAdded+2,254 sh
- Farther Finance Advisors, LLCAdded+771 sh
🔒 Free account: see all 15.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Lumbard & Kellner, LLC | 1.68% | 1.7M | $5.3M | +1.7M |
| 2 | BlackRock, Inc. | 0.90% | 924K | $2.8M | +504K |
| 3 | Geode Capital Management, LLC | 0.42% | 428K | $1.3M | +132K |
| 4 | Citadel Advisors LLC | 0.14% | 145K | $446K | +145K |
| 5 | Vanguard Capital Management LLC | 0.13% | 136K | $418K | −456 |
| 6 | Northern Trust Corp | 0.13% | 131K | $404K | +40K |
| 7 | Vanguard Portfolio Management LLC | 0.12% | 128K | $395K | +65K |
| 8 | Hillsdale Investment Management Inc. | 0.12% | 125K | $384K | +125K |
| 9 | Segall Bryant & Hamill, LLC | 0.08% | 81K | $250K | 0 |
| 10 | Vanguard Fiduciary Trust Co | 0.06% | 66K | $204K | +3,808 |
- Lumbard & Kellner, LLC+1.7M sh+$5.3M
- BlackRock, Inc.+504K sh+$1.6M
- Citadel Advisors LLC+145K sh+$446K
- Geode Capital Management, LLC+132K sh+$407K
- Hillsdale Investment Management Inc.+125K sh+$384K
- Vanguard Portfolio Management LLC+65K sh+$199K
- Northern Trust Corp+40K sh+$123K
- Charles Schwab Investment Management Inc+29K sh+$88K
- Goldman Sachs Group Inc−25K sh−$105K
- Russell Investments Group, Ltd.−9,260 sh−$29K
- Tower Research Capital LLC (TRC)−1,316 sh−$4K
- GAMMA Investing LLC−387 sh−$2K
- Essential Partners LLC−505 sh−$2K
- Vanguard Capital Management LLC−456 sh−$1K
- California State Teachers Retirement System−452 sh−$1K
- Transamerica Financial Advisors, LLC−31 sh−$93
SBC institutional ownership FAQ
Who owns the most SBC stock?
In Q2 2026 13F filings the largest holder of SBC was Lumbard & Kellner, LLC, followed by BlackRock, Inc. and Geode Capital Management, LLC. Index fund managers are usually the biggest holders of large companies.
What percentage of SBC is owned by institutions?
Funds that file 13F reports held 4.3% of SBC's shares at Jun 30, 2026, compared with 1.4% a quarter earlier. That counts every manager with more than $100 million in US stocks.
Are hedge funds buying SBC?
In Q2 2026, 46 funds bought SBC (13 of them new positions) and 11 sold (4 sold out completely). Among well known investors, 1 added and 0 cut. Our fund sentiment for SBC is strongly bullish.
What is SBC's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this SBC ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.