USCB FINANCIAL HOLDINGS INC (USCB)
Institutional ownership reported to the SEC as of Q2 2026, across 20 quarters.
94
Reporting holders
$220.5M
Reported value
58.8%
Of shares outstanding
0.0%
Held as options
+7
Holder change
Institutions report 10,870,531 shares against 18,474,470 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 |
|---|---|---|---|---|---|
| Patriot Financial Partners GP II, L.P. | $37.0M | 1,806,286 | 9.45% | 4q | -2.7%-$1.0M |
| BlackRock, Inc. | $21.9M | 1,071,823 | 0.00% | 8q | +17.9%+$3.3M |
| ENDEAVOUR CAPITAL ADVISORS INC | $21.5M | 1,052,333 | 4.42% | 19q | +2.7%+$564.6K |
| ALLIANCEBERNSTEIN L.P. | $18.1M | 974,023 | 0.01% | 19q | +3.9%+$679.8K |
| MENDON CAPITAL ADVISORS CORP | $12.2M | 597,788 | 4.32% | 13q | +4.1%+$484.7K |
| Curi Capital, LLC | $11.3M | 550,085 | 0.17% | 17q | +4.4%+$470.2K |
| WELLINGTON MANAGEMENT GROUP LLP | $11.0M | 539,779 | 0.00% | 2q | +17.8%+$1.7M |
| VANGUARD CAPITAL MANAGEMENT LLC | $10.0M | 489,668 | 0.00% | 2q | HELD |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $8.9M | 436,892 | 0.36% | 11q | HELD |
| Pacific Ridge Capital Partners, LLC | $7.0M | 339,688 | 1.26% | 19q | -0.8%-$53.9K |
| GEODE CAPITAL MANAGEMENT, LLC | $5.8M | 282,557 | 0.00% | 18q | +12.1%+$622.1K |
| KENNEDY CAPITAL MANAGEMENT LLC | $4.9M | 239,386 | 0.09% | 19q | -1.7%-$82.9K |
| DIMENSIONAL FUND ADVISORS LP | $4.6M | 226,776 | 0.00% | 14q | +14.0%+$571.4K |
| STATE STREET CORP | $3.2M | 157,682 | 0.00% | 18q | +2.3%+$72.2K |
| AMERICAN CENTURY COMPANIES INC | $3.2M | 155,295 | 0.00% | 2q | +157.2%+$1.9M |
| MALTESE CAPITAL MANAGEMENT LLC | $2.7M | 130,000 | 0.48% | 18q | -3.1%-$85.9K |
| Elizabeth Park Capital Advisors, Ltd. | $2.3M | 110,599 | 1.56% | 18q | HELD |
| BANC FUNDS CO LLC | $2.0M | 95,580 | 0.32% | 19q | HELD |
| RENAISSANCE TECHNOLOGIES LLC | $1.9M | 92,000 | 0.00% | 19q | +0.9%+$16.4K |
| NORTHERN TRUST CORP | $1.9M | 90,995 | 0.00% | 17q | -24.1%-$590.0K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.7M | 82,397 | 0.00% | 2q | +20.9%+$292.0K |
| MORGAN STANLEY | $1.6M | 79,925 | 0.00% | 19q | -12.6%-$236.5K |
| GOLDMAN SACHS GROUP INC | $1.5M | 70,893 | 0.00% | 9q | -6.7%-$103.8K |
| VANGUARD FIDUCIARY TRUST CO | $1.3M | 65,869 | 0.00% | 2q | +2.2%+$28.5K |
| CITADEL ADVISORS LLC | $1.3M | 64,872 | 0.00% | 5q | +143.0%+$781.1K |
| SALZHAUER MICHAEL | $1.3M | 62,629 | 0.44% | 10q | +19.0%+$204.6K |
| Squarepoint Ops LLC | $1.2M | 59,362 | 0.00% | 4q | +200.7%+$810.7K |
| Bank of New York Mellon Corp | $1.1M | 55,819 | 0.00% | 17q | +16.3%+$159.8K |
| BANK OF AMERICA CORP /DE/ | $1.1M | 54,874 | 0.00% | 19q | +31.3%+$267.6K |
| TD Asset Management Inc | $1.1M | 53,218 | 0.00% | 4q | +19.1%+$174.4K |
| HSBC HOLDINGS PLC | $1.0M | 49,420 | 0.00% | 9q | +4.9%+$47.0K |
| Connor, Clark & Lunn Investment Management Ltd. | $996.6K | 48,708 | 0.00% | 8q | -8.9%-$97.9K |
| AQR CAPITAL MANAGEMENT LLC | $993.6K | 48,563 | 0.00% | 4q | +120.5%+$542.9K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $952.0K | 46,530 | 0.00% | 3q | HELD |
| BARCLAYS PLC | $765.6K | 37,419 | 0.00% | 17q | -9.4%-$79.5K |
| GABELLI FUNDS LLC | $736.6K | 36,000 | 0.00% | 5q | +5.7%+$39.6K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $719.4K | 35,163 | 0.00% | 17q | +13.8%+$87.1K |
| Sixth Street Partners Management Company, L.P. | $719.4K | 35,163 | 0.00% | new | NEW |
| Daytona Street Capital LLC | $698.7K | 34,728 | 0.51% | 2q | HELD |
| Rosenthal | Henry Capital Advisors, Inc. | $659.6K | 32,240 | 0.58% | new | NEW |
| TWO SIGMA INVESTMENTS, LP | $639.6K | 31,261 | 0.00% | new | NEW |
| Fiduciary Trust Co | $581.4K | 28,414 | 0.01% | 4q | +27.1%+$124.1K |
| MILLENNIUM MANAGEMENT LLC | $564.9K | 27,612 | 0.00% | 9q | +49.6%+$187.2K |
| ELCO Management Co., LLC | $430.7K | 21,050 | 0.19% | 16q | -1.8%-$8.0K |
| Nuveen, LLC | $405.0K | 19,796 | 0.00% | 6q | HELD |
| GLOBEFLEX CAPITAL L P | $397.7K | 19,439 | 0.05% | 3q | HELD |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $345.8K | 16,900 | 0.01% | 3q | HELD |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $345.0K | 16,864 | 0.00% | 7q | +10.0%+$31.5K |
| Legato Capital Management LLC | $316.4K | 15,466 | 0.03% | 3q | HELD |
| Integrated Quantitative Investments LLC | $316.4K | 15,466 | 0.05% | 3q | HELD |
| RHUMBLINE ADVISERS | $296.8K | 14,508 | 0.00% | 17q | HELD |
| Odyssean, LLC | $269.7K | 13,180 | 0.04% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $261.9K | 12,800 | 0.00% | new | NEW |
| DEUTSCHE BANK AG\ | $243.4K | 11,894 | 0.00% | 6q | +41.1%+$70.8K |
| Walleye Capital LLC | $240.8K | 11,768 | 0.00% | new | NEW |
| Modern Wealth Management, LLC | $239.1K | 11,687 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $215.8K | 10,549 | 0.00% | 14q | +21.1%+$37.6K |
| Russell Investments Group, Ltd. | $212.9K | 10,405 | 0.00% | 14q | +62.5%+$81.9K |
| FIRST MANHATTAN CO. LLC. | $204.6K | 10,000 | 0.00% | 19q | HELD |
| CITIGROUP INC | $149.2K | 7,290 | 0.00% | 13q | +302.3%+$112.1K |
| MetLife Investment Management, LLC | $136.2K | 6,656 | 0.00% | 9q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $134.4K | 6,569 | 0.00% | 7q | +58.9%+$49.8K |
| NEW YORK STATE COMMON RETIREMENT FUND | $122.5K | 5,989 | 0.00% | 17q | +573.7%+$104.3K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $114.8K | 5,611 | 0.00% | 9q | +1.0%+$1.1K |
| JPMORGAN CHASE & CO | $102.3K | 5,051 | 0.00% | 19q | +6.4%+$6.1K |
| Police & Firemen's Retirement System of New Jersey | $92.9K | 4,540 | 0.00% | 5q | +97.6%+$45.9K |
| Vanguard Global Advisers, LLC | $60.1K | 2,938 | 0.00% | 2q | HELD |
| Integrated Wealth Concepts LLC | $59.3K | 2,898 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $42.8K | 2,093 | 0.00% | new | NEW |
| UBS Group AG | $39.5K | 1,930 | 0.00% | 15q | -18.2%-$8.8K |
| T. Rowe Price Investment Management, Inc. | $32.1K | 1,568,820 | 0.02% | 4q | +18.8%+$5.1K |
| Tower Research Capital LLC (TRC) | $28.3K | 1,385 | 0.00% | 19q | -17.5%-$6.0K |
| Legal & General Group Plc | $26.1K | 1,274 | 0.00% | 17q | +24.5%+$5.1K |
| PNC Financial Services Group, Inc. | $20.5K | 1,000 | 0.00% | 2q | -54.5%-$24.6K |
| Ameritas Investment Partners, Inc. | $16.5K | 808 | 0.00% | 17q | HELD |
| ROYAL BANK OF CANADA | $13.0K | 627 | 0.00% | 18q | +795.7%+$11.5K |
| Arax Advisory Partners | $8.8K | 429 | 0.00% | new | NEW |
| Provenance Wealth Advisors, LLC | $8.2K | 400 | 0.00% | 12q | HELD |
| FMR LLC | $4.7K | 228 | 0.00% | 16q | +23.9% |
| Sterling Capital Management LLC | $3.3K | 159 | 0.00% | 8q | -42.6%-$2.4K |
| Allworth Financial LP | $2.6K | 125 | 0.00% | 4q | +166.0%+$1.6K |
| IFP Advisors, Inc | $2.0K | 97 | 0.00% | 5q | +288.0%+$1.5K |
| Essential Partners LLC | $1.4K | 67 | 0.00% | 5q | -39.6% |
| EverSource Wealth Advisors, LLC | $1.2K | 58 | 0.00% | 6q | +52.6% |
| ACADIAN ASSET MANAGEMENT LLC | $1.2K | 57,995 | 0.00% | 4q | HELD |
| ROTHSCHILD INVESTMENT LLC | $941 | 46 | 0.00% | 4q | +119.0% |
| NISA INVESTMENT ADVISORS, LLC | $839 | 41 | 0.00% | 13q | HELD |
| Farther Finance Advisors, LLC | $754 | 37 | 0.00% | 3q | +68.2% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $471 | 23 | 0.00% | 2q | HELD |
| OSAIC HOLDINGS, INC. | $307 | 15 | 0.00% | 5q | HELD |
| SBI Securities Co., Ltd. | $307 | 15 | 0.00% | 3q | HELD |
| Basecamp Wealth Advisors LLC | $225 | 11 | 0.00% | new | FIRST |
| True Wealth Design, LLC | $205 | 10 | 0.00% | 4q | +233.3% |
| SG Americas Securities, LLC | $144 | 7,042 | 0.00% | 3q | +10.7% |
| Optiver Holding B.V. | $123 | 6 | 0.00% | 4q | -94.5%-$2.1K |
| SJS Investment Consulting Inc. | $62 | 3 | 0.00% | 3q | +200.0% |
| Covestor Ltd | $0 | 16 | 0.00% | 7q | -63.6% |
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 |
|---|---|---|---|
| 2026-08-14 | 13G/A | T. Rowe Price Investment Management, Inc. | 8.6% |
| 2026-07-17 | 13G | Inversiones Atlantida S.A.with 2 co-filers | 8.2% |
| 2026-07-16 | 13D/A | Patriot Financial Partners GP II, L.P.with 9 co-filers | 1.7% |
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 | 94 | $220.5M | 10,870,531 | 10 | 45 | 17 | 0.0% |
| Q1 2026 | 87 | $189.7M | 10,239,428 | 6 | 23 | 27 | 0.0% |
| Q4 2025 | 85 | $182.7M | 9,923,327 | 11 | 35 | 18 | 0.0% |
| Q3 2025 | 78 | $174.2M | 9,986,116 | 13 | 24 | 22 | 0.0% |
| Q2 2025 | 69 | $209.7M | 12,677,263 | 7 | 26 | 19 | 0.0% |
| Q1 2025 | 65 | $234.8M | 12,651,604 | 6 | 16 | 23 | 0.0% |
| Q4 2024 | 62 | $219.1M | 12,345,505 | 3 | 23 | 14 | 0.0% |
| Q3 2024 | 61 | $183.3M | 12,016,495 | 7 | 20 | 15 | 0.0% |
| Q2 2024 | 58 | $153.2M | 11,803,432 | 8 | 17 | 15 | 0.0% |
| Q1 2024 | 50 | $134.5M | 11,039,518 | 6 | 14 | 17 | 0.0% |
| Q4 2023 | 50 | $144.1M | 11,763,062 | 6 | 17 | 7 | 0.0% |
| Q3 2023 | 45 | $118.1M | 11,239,185 | 1 | 12 | 13 | 0.0% |
| Q2 2023 | 44 | $113.2M | 11,093,645 | 4 | 13 | 13 | 0.0% |
| Q1 2023 | 42 | $108.0M | 10,922,742 | 4 | 18 | 9 | 0.0% |
| Q4 2022 | 37 | $121.5M | 9,961,501 | 5 | 17 | 5 | 0.0% |
| Q3 2022 | 44 | $133.1M | 10,152,458 | 6 | 15 | 12 | 0.0% |
| Q2 2022 | 48 | $116.2M | 10,070,801 | 18 | 13 | 8 | 0.0% |
| Q1 2022 | 34 | $136.0M | 9,492,552 | 11 | 10 | 4 | 0.0% |
| Q4 2021 | 30 | $140.6M | 10,036,572 | 27 | 1 | 0 | 0.0% |
| Q3 2021 | 22 | $107.2M | 8,787,154 | 22 | 0 | 0 | 0.0% |