SBC MED GROUP HLDGS INC (SBC)
Institutional ownership reported to the SEC as of Q2 2026, across 16 quarters.
57
Reporting holders
$13.7M
Reported value
4.3%
Of shares outstanding
0.0%
Held as options
+7
Holder change
Institutions report 4,432,859 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.
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 |
|---|---|---|---|---|---|
| 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 |
| Sixth Street Partners Management Company, L.P. | $144.3K | 46,855 | 0.00% | new | NEW |
| 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 | +89.6%+$23.5K |
| BANK OF AMERICA CORP /DE/ | $35.2K | 11,417 | 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 |
| MERCER GLOBAL ADVISORS INC /ADV | $2.5K | 808 | 0.00% | new | NEW |
| 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% |
| Integrated Wealth Concepts LLC | $321 | 104 | 0.00% | new | NEW |
| 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% |
| PRICE T ROWE ASSOCIATES INC /MD/ | $35 | 11,138 | 0.00% | new | NEW |
| 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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 57 | $13.7M | 4,432,859 | 14 | 33 | 5 | 0.0% |
| Q1 2026 | 50 | $6.1M | 1,456,050 | 7 | 14 | 18 | 0.0% |
| Q4 2025 | 40 | $5.7M | 1,318,680 | 7 | 20 | 9 | 0.0% |
| Q3 2025 | 40 | $3.7M | 851,316 | 15 | 13 | 9 | 0.0% |
| Q2 2025 | 28 | $3.0M | 637,672 | 25 | 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 | 33 | $98.1M | 9,399,035 | 7 | 6 | 4 | 0.0% |
| Q4 2022 | 38 | $89.6M | 8,767,007 | 19 | 4 | 4 | 0.0% |
| Q3 2022 | 21 | $57.7M | 5,754,402 | 21 | 0 | 0 | 0.0% |