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Institutional Ownership · SEC Form 13F

Who owns LCNB Corp. (LCNB)


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

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

108
Institutional holders
6M
Shares held (tracked funds)
40.7%
Of shares outstanding

How the tape is positioned

7 tracked funds added or opened LCNB while 6 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

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

LCNB’s largest tracked holder by dollar value, BlackRock, 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 gap the other way — the median holder sizes LCNB more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in LCNB 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 108 tracked filers holding LCNB, 60 increased or opened the position and 33 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 LCNB 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 4

  • VANGUARD CAPITAL MANAGEMENT LLC$9M
  • VANGUARD FIDUCIARY TRUST CO$1M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$1M
  • SEGALL BRYANT & HAMILL, LLC$802K

Full exits 1

  • VANGUARD GROUP INC$12M

Largest adds

  • RAYMOND JAMES FINANCIAL INC$650K
  • GOLDMAN SACHS GROUP INC$378K
  • LPL Financial LLC$369K

Largest trims

  • BlackRock, Inc.$533K
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$457K
  • Ritter Daniher Financial Advisory LLC / DE$441K
  • LCNB CORP$362K
  • GEODE CAPITAL MANAGEMENT, LLC$326K

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
BlackRock, Inc. added825,765$13M13.2%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new546,561$9M8.7%2026-Q1
Ritter Daniher Financial Advisory LLC / DE trimmed544,927$8M8.7%2026-Q1
DIMENSIONAL FUND ADVISORS LP added523,527$8M8.4%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC trimmed325,500$5M5.2%2026-Q1
STATE STREET CORP added182,373$3M2.9%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added156,283$2M2.5%2026-Q1
JOHNSON INVESTMENT COUNSEL INC added136,906$2M2.2%2026-Q1
BRIDGEWAY CAPITAL MANAGEMENT, LLC added120,429$2M1.9%2026-Q1
NORTHERN TRUST CORP added98,117$2M1.6%2026-Q1
AMERICAN FINANCIAL GROUP INC93,582$1M1.5%2026-Q1
GOLDMAN SACHS GROUP INC added89,798$1M1.4%2026-Q1
Kapstone Financial Advisors LLC86,067$1M1.4%2026-Q1
VANGUARD FIDUCIARY TRUST CO new84,381$1M1.3%2026-Q1
HORAN Wealth, LLC78,601$1M1.3%2026-Q1
Cetera Investment Advisers trimmed79,830$1M1.3%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new77,867$1M1.2%2026-Q1
Empowered Funds, LLC added76,829$1M1.2%2026-Q1
MORGAN STANLEY trimmed67,613$1M1.1%2026-Q1
RAYMOND JAMES FINANCIAL INC added63,517$990K1.0%2026-Q1
Connor, Clark & Lunn Investment Management Ltd. added61,622$961K1.0%2026-Q1
Bank of New York Mellon Corp trimmed56,001$873K0.9%2026-Q1
LPL Financial LLC added53,021$827K0.8%2026-Q1
SEGALL BRYANT & HAMILL, LLC trimmed48,158$802K0.8%2026-Q1
HSBC HOLDINGS PLC added44,165$685K0.7%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added39,751$620K0.6%2026-Q1
BARTLETT & CO. WEALTH MANAGEMENT LLC added37,723$598K0.6%2026-Q1
AQR CAPITAL MANAGEMENT LLC added37,806$589K0.6%2026-Q1
BARCLAYS PLC trimmed37,660$587K0.6%2026-Q1
BANK OF AMERICA CORP /DE/ added37,411$583K0.6%2026-Q1
HENGEHOLD CAPITAL MANAGEMENT LLC33,686$525K0.5%2026-Q1
CITADEL ADVISORS LLC trimmed31,954$498K0.5%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added30,362$473K0.5%2026-Q1
Kestra Advisory Services, LLC new29,154$455K0.5%2026-Q1
Cornerstone Advisory, LLC21,000$327K0.3%2026-Q1
RITHOLTZ WEALTH MANAGEMENT added20,770$324K0.3%2026-Q1
ACADIAN ASSET MANAGEMENT LLC added17,870$278K0.3%2026-Q1
Squarepoint Ops LLC added17,796$277K0.3%2026-Q1
Souders Financial Advisors added17,744$277K0.3%2026-Q1
New Republic Capital, LLC added17,489$273K0.3%2026-Q1
Shoker Investment Counsel, Inc. added17,176$268K0.3%2026-Q1
RHUMBLINE ADVISERS trimmed17,030$265K0.3%2026-Q1
PANAGORA ASSET MANAGEMENT INC added16,163$252K0.3%2026-Q1
Baker Ellis Asset Management LLC trimmed15,500$242K0.2%2026-Q1
Nuveen, LLC15,385$240K0.2%2026-Q1
Pekin Hardy Strauss, Inc. trimmed13,034$203K0.2%2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed12,967$202K0.2%2026-Q1
Center for Financial Planning, Inc.12,664$197K0.2%2026-Q1
COMMERCE BANK new11,953$186K0.2%2026-Q1
Kimelman & Baird, LLC11,500$179K0.2%2026-Q1
Axim Planning & Wealth11,500$179K0.2%2026-Q1
EQUITABLE TRUST CO11,377$177K0.2%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed11,005$172K0.2%2026-Q1
Invesco Ltd. trimmed10,523$164K0.2%2026-Q1
DEUTSCHE BANK AG\ trimmed10,237$160K0.2%2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLC added10,116$158K0.2%2026-Q1
JANE STREET GROUP, LLC trimmed10,081$157K0.2%2026-Q1
FMR LLC added9,898$154K0.2%2026-Q1
MALTESE CAPITAL MANAGEMENT LLC trimmed7,487$117K0.1%2026-Q1
WELLS FARGO & COMPANY/MN trimmed7,114$111K0.1%2026-Q1
UBS Group AG added6,765$105K0.1%2026-Q1
Allworth Financial LP added6,641$104K0.1%2026-Q1
MetLife Investment Management, LLC6,451$101K0.1%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added6,450$101K0.1%2026-Q1
Vanguard Global Advisers, LLC new5,949$93K0.1%2026-Q1
MAI Capital Management added5,757$90K0.1%2026-Q1
JPMORGAN CHASE & CO trimmed5,470$86K0.1%2026-Q1
Police & Firemen's Retirement System of New Jersey4,701$73K0.1%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND4,699$73K0.1%2026-Q1
BNP PARIBAS FINANCIAL MARKETS trimmed3,860$60K0.1%2026-Q1
Tower Research Capital LLC (TRC) added3,597$56K0.1%2026-Q1
CWM, LLC added3,290$51K0.1%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added3,076$48K0.0%2026-Q1
EverSource Wealth Advisors, LLC added1,147$48K0.0%2026-Q1
CANADA LIFE ASSURANCE Co added1,714$27K0.0%2026-Q1
HARBOUR INVESTMENTS, INC.1,625$25K0.0%2026-Q1
Russell Investments Group, Ltd.1,496$23K0.0%2026-Q1
Legal & General Group Plc1,092$17K0.0%2026-Q1
Ameritas Investment Partners, Inc.873$14K0.0%2026-Q1
MCF Advisors LLC872$14K0.0%2026-Q1
IAG Wealth Partners, LLC800$12K0.0%2026-Q1
CITIGROUP INC added767$12K0.0%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed728$11K0.0%2026-Q1
VANGUARD GROUP INC added705,265$12M11.9%2025-Q4 stale
Horan Securities, Inc. added74,899$1M1.1%2025-Q2 stale
BAILARD, INC. new19,013$312K0.3%2025-Q4 stale
MILLENNIUM MANAGEMENT LLC trimmed20,365$305K0.3%2025-Q3 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed18,795$273K0.3%2025-Q2 stale
Lido Advisors, LLC15,729$236K0.2%2025-Q4 stale
BAHL & GAYNOR INC added14,907$217K0.2%2025-Q2 stale
FineMark National Bank & Trust11,953$196K0.2%2025-Q4 stale
Fourthstone LLC trimmed13,269$193K0.2%2025-Q2 stale
TWO SIGMA INVESTMENTS, LP trimmed11,851$172K0.2%2025-Q2 stale
Quadrature Capital Ltd new10,434$171K0.2%2025-Q4 stale
TWO SIGMA ADVISERS, LP trimmed11,200$168K0.2%2025-Q3 stale
Corton Capital Inc. new10,321$155K0.2%2025-Q3 stale
Corebridge Financial, Inc. trimmed6,279$93K0.1%2025-Q1 stale
QUADRANT CAPITAL GROUP LLC5,700$84K0.1%2025-Q1 stale
NewEdge Advisors, LLC trimmed619$10K0.0%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