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-Q2 13F filings (latest filed 2026-09-22). 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
10 tracked funds added or opened SRBK while 4 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
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 2026-Q1 and 2026-Q2, across 74 tracked filers holding SRBK, 42 increased or opened the position and 28 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 2026-Q1 and 2026-Q2 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 1
- MARSHALL WACE, LLP$875K
Full exits 2
- ACADIAN ASSET MANAGEMENT LLC$2M
- Covalent Partners LLC$1M
Largest adds
- BlackRock, Inc.$2M
- DIMENSIONAL FUND ADVISORS LP$1M
- GEODE CAPITAL MANAGEMENT, LLC$620K
- O'SHAUGHNESSY ASSET MANAGEMENT, LLC$591K
- MANGROVE PARTNERS IM, LLC$477K
- RITHOLTZ WEALTH MANAGEMENT$421K
Largest trims
- Arcus Capital Partners, LLC$446K
- VANGUARD CAPITAL MANAGEMENT LLC$313K
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 | 497,081 | $10M | 14.5% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 298,855 | $6M | 8.7% | 2026-Q2 |
| Saber Capital Managment, LLC trimmed | 208,552 | $4M | 6.1% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 176,000 | $3M | 5.1% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 170,842 | $3M | 5.0% | 2026-Q2 |
| MANGROVE PARTNERS IM, LLC | 170,402 | $3M | 5.0% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 144,961 | $3M | 4.2% | 2026-Q2 |
| STATE STREET CORP trimmed | 81,842 | $2M | 2.4% | 2026-Q2 |
| NORTHERN TRUST CORP added | 54,301 | $1M | 1.6% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 50,412 | $992K | 1.5% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 49,284 | $970K | 1.4% | 2026-Q2 |
| Ancora Advisors LLC added | 48,600 | $956K | 1.4% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 47,533 | $935K | 1.4% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 47,218 | $929K | 1.4% | 2026-Q2 |
| MARSHALL WACE, LLP added | 44,465 | $875K | 1.3% | 2026-Q2 |
| RITHOLTZ WEALTH MANAGEMENT added | 38,305 | $754K | 1.1% | 2026-Q2 |
| PANAGORA ASSET MANAGEMENT INC added | 35,385 | $696K | 1.0% | 2026-Q2 |
| UBS Group AG trimmed | 34,567 | $680K | 1.0% | 2026-Q2 |
| STRS OHIO | 32,700 | $644K | 1.0% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 32,231 | $634K | 0.9% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL added | 30,510 | $600K | 0.9% | 2026-Q2 |
| Nuveen, LLC added | 30,303 | $596K | 0.9% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 25,766 | $506K | 0.7% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 23,428 | $461K | 0.7% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 21,706 | $427K | 0.6% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 20,871 | $411K | 0.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 19,005 | $374K | 0.6% | 2026-Q2 |
| MORGAN STANLEY trimmed | 14,664 | $289K | 0.4% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC new | 14,593 | $287K | 0.4% | 2026-Q2 |
| Oppenheimer & Close, LLC | 13,913 | $274K | 0.4% | 2026-Q2 |
| XTX Topco Ltd added | 13,843 | $272K | 0.4% | 2026-Q2 |
| Arcus Capital Partners, LLC trimmed | 13,317 | $262K | 0.4% | 2026-Q2 |
| Trexquant Investment LP trimmed | 13,140 | $259K | 0.4% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC new | 12,668 | $249K | 0.4% | 2026-Q2 |
| Benin Management CORP | 11,533 | $227K | 0.3% | 2026-Q2 |
| OCCUDO QUANTITATIVE STRATEGIES LP new | 10,387 | $204K | 0.3% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC new | 10,112 | $199K | 0.3% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 6,858 | $135K | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 5,885 | $116K | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 5,749 | $113K | 0.2% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 3,693 | $73K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 3,400 | $66K | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 3,248 | $64K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 3,236 | $64K | 0.1% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. new | 2,854 | $56K | 0.1% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey | 2,184 | $43K | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 1,274 | $25K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 1,222 | $24K | 0.0% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND | 1,076 | $21K | 0.0% | 2026-Q2 |
| BARCLAYS PLC trimmed | 1,067 | $21K | 0.0% | 2026-Q2 |
| FMR LLC added | 932 | $18K | 0.0% | 2026-Q2 |
| Ameritas Investment Partners, Inc. | 804 | $16K | 0.0% | 2026-Q2 |
| Legal & General Group Plc | 705 | $14K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 599 | $12K | 0.0% | 2026-Q2 |
| MARYLAND CAPITAL ADVISORS INC. | 399 | $8K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 363 | $7K | 0.0% | 2026-Q2 |
| North Star Investment Management Corp. | 213 | $4K | 0.0% | 2026-Q2 |
| American Capital Advisory, LLC | 200 | $4K | 0.0% | 2026-Q2 |
| GAMMA Investing LLC added | 188 | $4K | 0.0% | 2026-Q2 |
| Arax Advisory Partners added | 179 | $4K | 0.0% | 2026-Q2 |
| Sterling Capital Management LLC trimmed | 136 | $3K | 0.0% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 97 | $2K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 91 | $2K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc added | 90 | $2K | 0.0% | 2026-Q2 |
| Cornerstone Planning Group LLC | 31 | $597 | 0.0% | 2026-Q2 |
| Allworth Financial LP added | 28 | $552 | 0.0% | 2026-Q2 |
| Physician Wealth Advisors, Inc. new | 27 | $532 | 0.0% | 2026-Q2 |
| MassMutual Private Wealth & Trust, FSB trimmed | 21 | $413 | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 20 | $393 | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC trimmed | 17 | $335 | 0.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 15 | $295 | 0.0% | 2026-Q2 |
| Essential Partners LLC trimmed | 6 | $118 | 0.0% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC added | 4 | $79 | 0.0% | 2026-Q2 |
| SJS Investment Consulting Inc. new | 1 | $20 | 0.0% | 2026-Q2 |
| ACADIAN ASSET MANAGEMENT LLC added | 103,831 | $2M | 2.6% | 2026-Q1 stale (1 quarter behind) |
| Covalent Partners LLC | 60,000 | $1M | 1.5% | 2026-Q1 stale (1 quarter behind) |
| RAYMOND JAMES FINANCIAL INC new | 24,258 | $409K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| STILWELL VALUE LLC trimmed | 20,000 | $338K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC added | 215 | $4K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Covestor Ltd trimmed | 35 | $1K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Root Financial Partners, LLC new | 10 | $169 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MAI Capital Management added | 3 | $51 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| True Wealth Design, LLC | 1 | $17 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| VANGUARD GROUP INC trimmed | 459,224 | $7M | 10.7% | 2025-Q4 stale (2 quarters behind) |
| Pekin Hardy Strauss, Inc. trimmed | 30,000 | $472K | 0.7% | 2025-Q4 stale (2 quarters behind) |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 10,428 | $164K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| BANK OF AMERICA CORP /DE/ added | 5,709 | $90K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| AMALGAMATED BANK trimmed | 232 | $4K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| ALLIANCEBERNSTEIN L.P. trimmed | 144,577 | $2M | 3.2% | 2025-Q3 stale (3 quarters behind) |
| SUMMIT WEALTH GROUP LLC / CO new | 19,822 | $1M | 1.7% | 2025-Q3 stale (3 quarters behind) |
| Mink Brook Asset Management LLC trimmed | 96,963 | $1M | 1.9% | 2025-Q2 stale (4 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 11,613 | $157K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.