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Institutional Ownership · SEC Form 13F

Who owns Avidia Bancorp, Inc. (AVBC)


Which tracked institutional funds hold AVBC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AVBC company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

66
Institutional holders
6M
Shares held (tracked funds)
32.1%
Of shares outstanding

How the tape is positioned

The tracked-fund tape on AVBC is one-sided between 2025-Q4 and 2026-Q1: 27 added or opened and 5 trimmed or exited — on balance accumulating.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

AVBC’s largest tracked holder by dollar value, T. Rowe Price Investment Management, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in AVBC divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 66 tracked filers holding AVBC, 40 increased or opened the position and 19 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in AVBC between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 9

  • VANGUARD CAPITAL MANAGEMENT LLC$16M
  • VANGUARD FIDUCIARY TRUST CO$2M
  • Russell Investments Group, Ltd.$2M
  • Ancora Advisors LLC$1M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
  • Schonfeld Strategic Advisors LLC$935K

Full exits 4

  • VANGUARD GROUP INC$17M
  • M3F, Inc.$4M
  • TWO SIGMA ADVISERS, LP$832K
  • MERCER GLOBAL ADVISORS INC /ADV$585K

Largest adds

  • T. Rowe Price Investment Management, Inc.$15M
  • MILLENNIUM MANAGEMENT LLC$5M
  • WELLINGTON MANAGEMENT GROUP LLP$2M
  • TWO SIGMA INVESTMENTS, LP$1M
  • HENNESSY ADVISORS INC$1M
  • FJ Capital Management LLC$1M

Largest trims

  • MALTESE CAPITAL MANAGEMENT LLC$377K

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
T. Rowe Price Investment Management, Inc. added1,197,758$24M15.7%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new821,976$16M10.8%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP trimmed778,436$15M10.2%2026-Q1
FJ Capital Management LLC497,258$10M6.5%2026-Q1
MILLENNIUM MANAGEMENT LLC added323,030$6M4.2%2026-Q1
BlackRock, Inc. trimmed276,514$5M3.6%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added219,905$4M2.9%2026-Q1
TWO SIGMA INVESTMENTS, LP added211,122$4M2.8%2026-Q1
HENNESSY ADVISORS INC added155,000$3M2.0%2026-Q1
MORGAN STANLEY added123,925$2M1.6%2026-Q1
VANGUARD FIDUCIARY TRUST CO new116,298$2M1.5%2026-Q1
ALLIANCEBERNSTEIN L.P.134,876$2M1.5%2026-Q1
MARSHALL WACE, LLP added100,982$2M1.3%2026-Q1
GOLDMAN SACHS GROUP INC added97,999$2M1.3%2026-Q1
Russell Investments Group, Ltd. new76,897$2M1.0%2026-Q1
FRANKLIN RESOURCES INC trimmed76,298$2M1.0%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added76,181$1M1.0%2026-Q1
Ancora Advisors LLC new75,390$1M1.0%2026-Q1
WHITE PINE CAPITAL LLC added73,878$1M1.0%2026-Q1
STATE STREET CORP added62,922$1M0.8%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP new58,859$1M0.8%2026-Q1
JPMORGAN CHASE & CO added58,302$1M0.7%2026-Q1
IRONWOOD INVESTMENT MANAGEMENT LLC trimmed53,635$1M0.7%2026-Q1
Schonfeld Strategic Advisors LLC new47,539$935K0.6%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added43,300$852K0.6%2026-Q1
JANE STREET GROUP, LLC added42,713$840K0.6%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added40,289$792K0.5%2026-Q1
NORTHERN TRUST CORP trimmed40,190$791K0.5%2026-Q1
Polaris Capital Management, LLC40,000$787K0.5%2026-Q1
STILWELL VALUE LLC40,000$787K0.5%2026-Q1
GREAT OAK CAPITAL PARTNERS, LLC trimmed34,155$692K0.5%2026-Q1
Freestone Capital Holdings, LLC added34,754$684K0.5%2026-Q1
Arbiter Partners Capital Management LLC32,800$645K0.4%2026-Q1
BANK OF AMERICA CORP /DE/ added26,512$521K0.3%2026-Q1
Oppenheimer & Close, LLC26,502$521K0.3%2026-Q1
Qube Research & Technologies Ltd new26,195$515K0.3%2026-Q1
Trexquant Investment LP new26,049$512K0.3%2026-Q1
Voleon Capital Management LP new25,868$509K0.3%2026-Q1
UBS Group AG trimmed20,296$399K0.3%2026-Q1
DEPRINCE RACE & ZOLLO INC new20,296$399K0.3%2026-Q1
Point72 Asset Management, L.P. trimmed17,577$346K0.2%2026-Q1
CITADEL ADVISORS LLC trimmed15,380$303K0.2%2026-Q1
LYNCH & ASSOCIATES/IN15,206$299K0.2%2026-Q1
CITIGROUP INC trimmed14,505$285K0.2%2026-Q1
MALTESE CAPITAL MANAGEMENT LLC trimmed13,500$266K0.2%2026-Q1
HRT FINANCIAL LP new13,090$257K0.2%2026-Q1
Brevan Howard Capital Management LP new12,747$251K0.2%2026-Q1
ROCKLAND TRUST CO12,646$249K0.2%2026-Q1
Engineers Gate Manager LP new12,607$248K0.2%2026-Q1
XTX Topco Ltd added12,428$244K0.2%2026-Q1
Farther Finance Advisors, LLC12,000$237K0.2%2026-Q1
Hudson Bay Capital Management LP new12,002$236K0.2%2026-Q1
BARCLAYS PLC new10,835$213K0.1%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC10,000$197K0.1%2026-Q1
Intellus Advisors LLC10,000$197K0.1%2026-Q1
State of Wyoming trimmed8,071$159K0.1%2026-Q1
Vanguard Global Advisers, LLC new6,517$128K0.1%2026-Q1
WELLS FARGO & COMPANY/MN added6,223$122K0.1%2026-Q1
Allworth Financial LP1,738$34K0.0%2026-Q1
ROYAL BANK OF CANADA added357$8K0.0%2026-Q1
EASTERN BANK123$2K0.0%2026-Q1
FMR LLC new77$2K0.0%2026-Q1
Physician Wealth Advisors, Inc.66$1K0.0%2026-Q1
Rialto Wealth Management, LLC new33$6500.0%2026-Q1
Bare Financial Services, Inc new29$5700.0%2026-Q1
Avion Wealth340.0%2026-Q1
VANGUARD GROUP INC added993,638$17M11.1%2025-Q4 stale
M3F, Inc. trimmed222,361$4M2.5%2025-Q4 stale
TWO SIGMA ADVISERS, LP added49,500$832K0.6%2025-Q4 stale
MELFA WEALTH MANAGEMENT, INC. new45,000$672K0.4%2025-Q3 stale
MERCER GLOBAL ADVISORS INC /ADV34,824$585K0.4%2025-Q4 stale
Point72 (DIFC) Ltd new30,593$457K0.3%2025-Q3 stale
OCCUDO QUANTITATIVE STRATEGIES LP new13,492$227K0.2%2025-Q4 stale
OMERS ADMINISTRATION Corp new12,400$208K0.1%2025-Q4 stale
Cubist Systematic Strategies, LLC new10,134$151K0.1%2025-Q3 stale
FLAGSHIP WEALTH ADVISORS, LLC5,000$84K0.1%2025-Q4 stale
BARDIN HILL MANAGEMENT PARTNERS LP new00.0%2025-Q4 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership