AVIDIA BANCORP INC (AVBC)
Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.
79
Reporting holders
$126.3M
Reported value
30.1%
Of shares outstanding
0.0%
Held as options
+16
Holder change
Institutions report 6,017,697 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.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| 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 |
| 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 |
| Arbiter Partners Capital Management LLC | $1.4M | 65,600 | 0.36% | 3q | +100.0%+$688.5K |
| 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 |
| Sixth Street Partners Management Company, L.P. | $1.3M | 60,567 | 0.00% | new | NEW |
| 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 |
| 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 | +79.3%+$207.1K |
| 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 |
| Integrated Wealth Concepts LLC | $372.3K | 17,738 | 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 |
| 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% | 3q | HELD |
| 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 |
| T. Rowe Price Investment Management, Inc. | $24.6K | 1,172,953 | 0.02% | 4q | -2.1% |
| 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 |
| 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 |
| GSA CAPITAL PARTNERS LLP | $739 | 35,205 | 0.05% | new | NEW |
| Rialto Wealth Management, LLC | $693 | 33 | 0.00% | 2q | HELD |
| Bare Financial Services, Inc | $609 | 29 | 0.00% | 2q | HELD |
| PRICE T ROWE ASSOCIATES INC /MD/ | $321 | 15,246 | 0.00% | new | NEW |
| Avion Wealth | $0 | 34 | 0.00% | 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 |
|---|---|---|---|
| 2026-07-27 | 13G | BlackRock, Inc. | 5.7% |
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 79 | $126.3M | 6,017,697 | 26 | 25 | 12 | 0.0% |
| Q1 2026 | 63 | $104.6M | 5,338,724 | 16 | 18 | 10 | 0.0% |
| Q4 2025 | 50 | $74.6M | 4,438,729 | 19 | 11 | 8 | 0.0% |
| Q3 2025 | 34 | $60.8M | 4,067,345 | 34 | 0 | 0 | 0.0% |