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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 825,765 | $13M | 13.2% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 546,561 | $9M | 8.7% | 2026-Q1 |
| Ritter Daniher Financial Advisory LLC / DE trimmed | 544,927 | $8M | 8.7% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 523,527 | $8M | 8.4% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 325,500 | $5M | 5.2% | 2026-Q1 |
| STATE STREET CORP added | 182,373 | $3M | 2.9% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 156,283 | $2M | 2.5% | 2026-Q1 |
| JOHNSON INVESTMENT COUNSEL INC added | 136,906 | $2M | 2.2% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 120,429 | $2M | 1.9% | 2026-Q1 |
| NORTHERN TRUST CORP added | 98,117 | $2M | 1.6% | 2026-Q1 |
| AMERICAN FINANCIAL GROUP INC | 93,582 | $1M | 1.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 89,798 | $1M | 1.4% | 2026-Q1 |
| Kapstone Financial Advisors LLC | 86,067 | $1M | 1.4% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 84,381 | $1M | 1.3% | 2026-Q1 |
| HORAN Wealth, LLC | 78,601 | $1M | 1.3% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 79,830 | $1M | 1.3% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 77,867 | $1M | 1.2% | 2026-Q1 |
| Empowered Funds, LLC added | 76,829 | $1M | 1.2% | 2026-Q1 |
| MORGAN STANLEY trimmed | 67,613 | $1M | 1.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 63,517 | $990K | 1.0% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. added | 61,622 | $961K | 1.0% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 56,001 | $873K | 0.9% | 2026-Q1 |
| LPL Financial LLC added | 53,021 | $827K | 0.8% | 2026-Q1 |
| SEGALL BRYANT & HAMILL, LLC trimmed | 48,158 | $802K | 0.8% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 44,165 | $685K | 0.7% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 39,751 | $620K | 0.6% | 2026-Q1 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC added | 37,723 | $598K | 0.6% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 37,806 | $589K | 0.6% | 2026-Q1 |
| BARCLAYS PLC trimmed | 37,660 | $587K | 0.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 37,411 | $583K | 0.6% | 2026-Q1 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 33,686 | $525K | 0.5% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 31,954 | $498K | 0.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 30,362 | $473K | 0.5% | 2026-Q1 |
| Kestra Advisory Services, LLC new | 29,154 | $455K | 0.5% | 2026-Q1 |
| Cornerstone Advisory, LLC | 21,000 | $327K | 0.3% | 2026-Q1 |
| RITHOLTZ WEALTH MANAGEMENT added | 20,770 | $324K | 0.3% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC added | 17,870 | $278K | 0.3% | 2026-Q1 |
| Squarepoint Ops LLC added | 17,796 | $277K | 0.3% | 2026-Q1 |
| Souders Financial Advisors added | 17,744 | $277K | 0.3% | 2026-Q1 |
| New Republic Capital, LLC added | 17,489 | $273K | 0.3% | 2026-Q1 |
| Shoker Investment Counsel, Inc. added | 17,176 | $268K | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 17,030 | $265K | 0.3% | 2026-Q1 |
| PANAGORA ASSET MANAGEMENT INC added | 16,163 | $252K | 0.3% | 2026-Q1 |
| Baker Ellis Asset Management LLC trimmed | 15,500 | $242K | 0.2% | 2026-Q1 |
| Nuveen, LLC | 15,385 | $240K | 0.2% | 2026-Q1 |
| Pekin Hardy Strauss, Inc. trimmed | 13,034 | $203K | 0.2% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 12,967 | $202K | 0.2% | 2026-Q1 |
| Center for Financial Planning, Inc. | 12,664 | $197K | 0.2% | 2026-Q1 |
| COMMERCE BANK new | 11,953 | $186K | 0.2% | 2026-Q1 |
| Kimelman & Baird, LLC | 11,500 | $179K | 0.2% | 2026-Q1 |
| Axim Planning & Wealth | 11,500 | $179K | 0.2% | 2026-Q1 |
| EQUITABLE TRUST CO | 11,377 | $177K | 0.2% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 11,005 | $172K | 0.2% | 2026-Q1 |
| Invesco Ltd. trimmed | 10,523 | $164K | 0.2% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 10,237 | $160K | 0.2% | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 10,116 | $158K | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 10,081 | $157K | 0.2% | 2026-Q1 |
| FMR LLC added | 9,898 | $154K | 0.2% | 2026-Q1 |
| MALTESE CAPITAL MANAGEMENT LLC trimmed | 7,487 | $117K | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 7,114 | $111K | 0.1% | 2026-Q1 |
| UBS Group AG added | 6,765 | $105K | 0.1% | 2026-Q1 |
| Allworth Financial LP added | 6,641 | $104K | 0.1% | 2026-Q1 |
| MetLife Investment Management, LLC | 6,451 | $101K | 0.1% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 6,450 | $101K | 0.1% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 5,949 | $93K | 0.1% | 2026-Q1 |
| MAI Capital Management added | 5,757 | $90K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 5,470 | $86K | 0.1% | 2026-Q1 |
| Police & Firemen's Retirement System of New Jersey | 4,701 | $73K | 0.1% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND | 4,699 | $73K | 0.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 3,860 | $60K | 0.1% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 3,597 | $56K | 0.1% | 2026-Q1 |
| CWM, LLC added | 3,290 | $51K | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 3,076 | $48K | 0.0% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 1,147 | $48K | 0.0% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co added | 1,714 | $27K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. | 1,625 | $25K | 0.0% | 2026-Q1 |
| Russell Investments Group, Ltd. | 1,496 | $23K | 0.0% | 2026-Q1 |
| Legal & General Group Plc | 1,092 | $17K | 0.0% | 2026-Q1 |
| Ameritas Investment Partners, Inc. | 873 | $14K | 0.0% | 2026-Q1 |
| MCF Advisors LLC | 872 | $14K | 0.0% | 2026-Q1 |
| IAG Wealth Partners, LLC | 800 | $12K | 0.0% | 2026-Q1 |
| CITIGROUP INC added | 767 | $12K | 0.0% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 728 | $11K | 0.0% | 2026-Q1 |
| VANGUARD GROUP INC added | 705,265 | $12M | 11.9% | 2025-Q4 stale |
| Horan Securities, Inc. added | 74,899 | $1M | 1.1% | 2025-Q2 stale |
| BAILARD, INC. new | 19,013 | $312K | 0.3% | 2025-Q4 stale |
| MILLENNIUM MANAGEMENT LLC trimmed | 20,365 | $305K | 0.3% | 2025-Q3 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 18,795 | $273K | 0.3% | 2025-Q2 stale |
| Lido Advisors, LLC | 15,729 | $236K | 0.2% | 2025-Q4 stale |
| BAHL & GAYNOR INC added | 14,907 | $217K | 0.2% | 2025-Q2 stale |
| FineMark National Bank & Trust | 11,953 | $196K | 0.2% | 2025-Q4 stale |
| Fourthstone LLC trimmed | 13,269 | $193K | 0.2% | 2025-Q2 stale |
| TWO SIGMA INVESTMENTS, LP trimmed | 11,851 | $172K | 0.2% | 2025-Q2 stale |
| Quadrature Capital Ltd new | 10,434 | $171K | 0.2% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP trimmed | 11,200 | $168K | 0.2% | 2025-Q3 stale |
| Corton Capital Inc. new | 10,321 | $155K | 0.2% | 2025-Q3 stale |
| Corebridge Financial, Inc. trimmed | 6,279 | $93K | 0.1% | 2025-Q1 stale |
| QUADRANT CAPITAL GROUP LLC | 5,700 | $84K | 0.1% | 2025-Q1 stale |
| NewEdge Advisors, LLC trimmed | 619 | $10K | 0.0% | 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.
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.