160 tracked 13F filers disclose a position in SHBI as of the latest SEC 13F filings, a combined $399.3M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $56.5M | 3.0M | ▲+0.8% Added · +24K sh | Q1 2026 | |
| 2 | DIMENSIONAL FUND ADVISORS LP | $31.4M | 1.7M | ▲+3.3% Added · +53K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $25.7M | 1.4M | →First observed position No prior filed position | Q1 2026 | |
| 4 | STATE STREET CORP | $23.6M | 1.0M | ▲+11% Added · +104K sh | Q2 2026 | |
| 5 | AMERICAN CENTURY COMPANIES INC | $17.9M | 961K | ▲+11% Added · +99K sh | Q1 2026 | |
| 6 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $16.6M | 890K | ▼−1.3% Reduced · −12K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $18.7M | 816K | ▲+6.2% Added · +48K sh | Q2 2026 | |
| 8 | GOLDMAN SACHS GROUP INC | $10.3M | 550K | ▲+11% Added · +54K sh | Q1 2026 | |
| 9 | Atlantic Union Bankshares Corp | $9.1M | 487K | ▼−7.6% Reduced · −40K sh | Q1 2026 | |
| 10 | AMERIPRISE FINANCIAL INC | $8.3M | 444K | ▼−2.0% Reduced · −9K sh | Q1 2026 | |
| 11 | AQR CAPITAL MANAGEMENT LLC | $8.1M | 435K | ▲+14% Added · +54K sh | Q1 2026 | |
| 12 | Fourthstone LLC | $7.9M | 421K | ▼−54% Reduced · −497K sh | Q1 2026 | |
| 13 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $7.7M | 412K | ▼−17% Reduced · −82K sh | Q1 2026 | |
| 14 | JANUS HENDERSON GROUP PLC | $7.1M | 380K | ▲+578% Added · +324K sh | Q1 2026 | |
| 15 | RENAISSANCE TECHNOLOGIES LLC | $6.5M | 348K | ▼−8.9% Reduced · −34K sh | Q1 2026 | |
| 16 | Nuveen, LLC | $6.4M | 345K | ▼−4.7% Reduced · −17K sh | Q1 2026 | |
| 17 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $5.7M | 303K | ▼−22% Reduced · −86K sh | Q1 2026 | |
| 18 | NORTHERN TRUST CORP | $5.7M | 303K | ▲+3.5% Added · +10K sh | Q1 2026 | |
| 19 | ALLIANCEBERNSTEIN L.P. | $5.0M | 281K | ▼−2.8% Reduced · −8K sh | Q1 2026 | |
| 20 | MORGAN STANLEY | $5.2M | 280K | ▼−1.5% Reduced · −4K sh | Q1 2026 | |
| 21 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $5.0M | 265K | ▲+6.1% Added · +15K sh | Q1 2026 | |
| 22 | VANGUARD PORTFOLIO MANAGEMENT LLC | $4.6M | 249K | →First observed position No prior filed position | Q1 2026 | |
| 23 | MILLENNIUM MANAGEMENT LLC | $4.3M | 229K | ▲+22% Added · +41K sh | Q1 2026 | |
| 24 | ALGERT GLOBAL LLC | $4.9M | 213K | ▲18× Added · +201K sh | Q2 2026 | |
| 25 | Connor, Clark & Lunn Investment Management Ltd. | $4.8M | 210K | ▼−2.7% Reduced · −6K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 6 funds opened a new position in SHBI and 21 added to an existing one, while 15 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 79 funds | $192.2B |
| JPMORGAN CHASE & COJPM | 79 funds | $41.7B |
| MICROSOFT CORPMSFT | 78 funds | $180.0B |
| VISA INC-CLASS A SHARESV | 78 funds | $41.6B |
| NVIDIA CORPNVDA | 77 funds | $252.1B |
| ALPHABET INC-CL AGOOGL | 77 funds | $102.3B |
| BANK OF AMERICA CORPBAC | 77 funds | $22.8B |
| AMAZON.COM INCAMZN | 76 funds | $126.2B |
| BROADCOM INCAVGO | 76 funds | $105.0B |
| MASTERCARD INC - AMA | 76 funds | $39.2B |
| COSTCO WHOLESALE CORPCOST | 76 funds | $26.0B |
| META PLATFORMS INC-CLASS AMETA | 75 funds | $71.1B |
Ranked by how many of SHBI's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 3, 2026 | LAMON JOHN | Director | Buy (P) | 300 | $7K |
| May 26, 2026 | Adams Michael Brian | Director | Buy (P) | 175 | $4K |
| Mar 2, 2026 | SLATER A JOSEPH JR | Director | Sell (S) | 2K | $34K |
| Feb 5, 2026 | Esham William E. III | Director | Buy (P) | 5K | $100K |
| Nov 26, 2025 | Willey Dawn M. | Director | Buy (P) | 950 | $17K |
| Nov 26, 2025 | Willey Dawn M. | Director | Buy (P) | 50 | $883 |
| Nov 18, 2025 | Kaslow Aaron Michael | EVP, Chief Legal Officer | Buy (P) | 7K | $101K |
| Nov 7, 2025 | LAMON JOHN | Director | Buy (P) | 200 | $3K |
| Aug 13, 2025 | WAYSON KONRAD | Director | Buy (P) | 1K | $16K |
| Aug 1, 2025 | Adams Michael Brian | Director | Buy (P) | 10K | $150K |
| May 30, 2025 | Streete Esther A. | Director | Buy (P) | 30 | $437 |
| May 30, 2025 | Willey Dawn M. | Director | Buy (P) | 1K | $15K |
Connected entities for SHBI
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SHBI/capital-change-brief"
Use Arkolith's capital_change_brief for SHBI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SHBI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.