Who owns SR Bancorp, Inc. Common stock (SRBK)
Which tracked institutional funds hold SRBK, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SRBK company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-21). 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
The tracked-fund tape on SRBK is one-sided between 2025-Q4 and 2026-Q1: 10 added or opened and 3 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
SRBK’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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SRBK 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 70 tracked filers holding SRBK, 37 increased or opened the position and 26 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 SRBK 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$6M
- VANGUARD FIDUCIARY TRUST CO$790K
- VANGUARD PORTFOLIO MANAGEMENT LLC$713K
- BLAIR WILLIAM & CO/IL$515K
Full exits 1
- VANGUARD GROUP INC$7M
Largest adds
- DIMENSIONAL FUND ADVISORS LP$532K
- ACADIAN ASSET MANAGEMENT LLC$409K
- BlackRock, Inc.$376K
- Ancora Advisors LLC$376K
- GOLDMAN SACHS GROUP INC$273K
- Russell Investments Group, Ltd.$268K
Largest trims
- Saber Capital Managment, LLC$337K
- STILWELL VALUE LLC$292K
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. trimmed | 458,953 | $8M | 13.2% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 366,956 | $6M | 10.6% | 2026-Q1 |
| Saber Capital Managment, LLC trimmed | 232,999 | $4M | 6.7% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 180,300 | $3M | 5.2% | 2026-Q1 |
| MANGROVE PARTNERS IM, LLC | 170,402 | $3M | 4.9% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 162,445 | $3M | 4.7% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC added | 103,831 | $2M | 3.0% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 91,104 | $2M | 2.6% | 2026-Q1 |
| STATE STREET CORP added | 83,286 | $1M | 2.4% | 2026-Q1 |
| Covalent Partners LLC | 60,000 | $1M | 1.7% | 2026-Q1 |
| NORTHERN TRUST CORP added | 50,350 | $850K | 1.4% | 2026-Q1 |
| Ancora Advisors LLC added | 47,550 | $803K | 1.4% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 47,107 | $795K | 1.4% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 46,823 | $790K | 1.3% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 42,256 | $713K | 1.2% | 2026-Q1 |
| Arcus Capital Partners, LLC added | 41,920 | $708K | 1.2% | 2026-Q1 |
| UBS Group AG added | 38,648 | $652K | 1.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 34,496 | $582K | 1.0% | 2026-Q1 |
| PANAGORA ASSET MANAGEMENT INC added | 33,380 | $563K | 1.0% | 2026-Q1 |
| STRS OHIO | 32,700 | $552K | 0.9% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL new | 30,499 | $515K | 0.9% | 2026-Q1 |
| Squarepoint Ops LLC new | 26,581 | $449K | 0.8% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 24,702 | $417K | 0.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC new | 24,258 | $409K | 0.7% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 23,756 | $401K | 0.7% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 21,750 | $367K | 0.6% | 2026-Q1 |
| STILWELL VALUE LLC trimmed | 20,000 | $338K | 0.6% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 19,734 | $333K | 0.6% | 2026-Q1 |
| RITHOLTZ WEALTH MANAGEMENT new | 19,724 | $333K | 0.6% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 19,403 | $328K | 0.6% | 2026-Q1 |
| MORGAN STANLEY trimmed | 15,058 | $254K | 0.4% | 2026-Q1 |
| Oppenheimer & Close, LLC added | 13,913 | $235K | 0.4% | 2026-Q1 |
| XTX Topco Ltd new | 12,481 | $211K | 0.4% | 2026-Q1 |
| Benin Management CORP trimmed | 11,533 | $195K | 0.3% | 2026-Q1 |
| Nuveen, LLC trimmed | 11,031 | $186K | 0.3% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 8,230 | $139K | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 5,955 | $101K | 0.2% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 3,693 | $62K | 0.1% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 3,635 | $61K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 3,223 | $55K | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 2,748 | $46K | 0.1% | 2026-Q1 |
| Police & Firemen's Retirement System of New Jersey | 2,184 | $37K | 0.1% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 402 | $36K | 0.1% | 2026-Q1 |
| BARCLAYS PLC trimmed | 1,923 | $32K | 0.1% | 2026-Q1 |
| Tower Research Capital LLC (TRC) trimmed | 1,685 | $28K | 0.0% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 1,642 | $28K | 0.0% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND | 1,076 | $18K | 0.0% | 2026-Q1 |
| FMR LLC added | 861 | $15K | 0.0% | 2026-Q1 |
| Ameritas Investment Partners, Inc. | 804 | $14K | 0.0% | 2026-Q1 |
| Legal & General Group Plc | 705 | $12K | 0.0% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 438 | $7K | 0.0% | 2026-Q1 |
| CITIGROUP INC trimmed | 337 | $6K | 0.0% | 2026-Q1 |
| Sterling Capital Management LLC trimmed | 245 | $4K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 249 | $4K | 0.0% | 2026-Q1 |
| CWM, LLC added | 215 | $4K | 0.0% | 2026-Q1 |
| North Star Investment Management Corp. | 213 | $4K | 0.0% | 2026-Q1 |
| American Capital Advisory, LLC | 200 | $3K | 0.0% | 2026-Q1 |
| Essential Partners LLC | 93 | $2K | 0.0% | 2026-Q1 |
| Covestor Ltd trimmed | 35 | $1K | 0.0% | 2026-Q1 |
| GAMMA Investing LLC new | 59 | $996 | 0.0% | 2026-Q1 |
| Cornerstone Planning Group LLC new | 31 | $573 | 0.0% | 2026-Q1 |
| MassMutual Private Wealth & Trust, FSB | 33 | $557 | 0.0% | 2026-Q1 |
| IFP Advisors, Inc | 21 | $354 | 0.0% | 2026-Q1 |
| Allworth Financial LP added | 16 | $271 | 0.0% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new | 15 | $253 | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC | 10 | $171 | 0.0% | 2026-Q1 |
| Root Financial Partners, LLC new | 10 | $169 | 0.0% | 2026-Q1 |
| MAI Capital Management added | 3 | $51 | 0.0% | 2026-Q1 |
| ROTHSCHILD INVESTMENT LLC | 2 | $34 | 0.0% | 2026-Q1 |
| True Wealth Design, LLC | 1 | $17 | 0.0% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 459,224 | $7M | 12.3% | 2025-Q4 stale |
| ALLIANCEBERNSTEIN L.P. trimmed | 144,577 | $2M | 3.7% | 2025-Q3 stale |
| Mink Brook Asset Management LLC trimmed | 96,963 | $1M | 2.2% | 2025-Q2 stale |
| SUMMIT WEALTH GROUP LLC / CO new | 19,822 | $1M | 1.9% | 2025-Q3 stale |
| Pekin Hardy Strauss, Inc. trimmed | 30,000 | $472K | 0.8% | 2025-Q4 stale |
| SeaCrest Wealth Management, LLC trimmed | 31,491 | $376K | 0.6% | 2025-Q1 stale |
| JANE STREET GROUP, LLC new | 22,062 | $263K | 0.4% | 2025-Q1 stale |
| Trexquant Investment LP new | 13,179 | $199K | 0.3% | 2025-Q3 stale |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 10,428 | $164K | 0.3% | 2025-Q4 stale |
| MARSHALL WACE, LLP trimmed | 10,241 | $161K | 0.3% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 11,613 | $157K | 0.3% | 2025-Q2 stale |
| BANK OF AMERICA CORP /DE/ added | 5,709 | $90K | 0.2% | 2025-Q4 stale |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 452 | $7K | 0.0% | 2025-Q4 stale |
| MARYLAND CAPITAL ADVISORS INC. new | 399 | $6K | 0.0% | 2025-Q4 stale |
| AMALGAMATED BANK trimmed | 232 | $4K | 0.0% | 2025-Q4 stale |
| Arax Advisory Partners new | 92 | $1K | 0.0% | 2025-Q3 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 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.