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Institutional Ownership · SEC Form 13F

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.

70
Institutional holders
3M
Shares held (tracked funds)
30.0%
Of shares outstanding

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).

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed458,953$8M13.2%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new366,956$6M10.6%2026-Q1
Saber Capital Managment, LLC trimmed232,999$4M6.7%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added180,300$3M5.2%2026-Q1
MANGROVE PARTNERS IM, LLC170,402$3M4.9%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC trimmed162,445$3M4.7%2026-Q1
ACADIAN ASSET MANAGEMENT LLC added103,831$2M3.0%2026-Q1
DIMENSIONAL FUND ADVISORS LP added91,104$2M2.6%2026-Q1
STATE STREET CORP added83,286$1M2.4%2026-Q1
Covalent Partners LLC60,000$1M1.7%2026-Q1
NORTHERN TRUST CORP added50,350$850K1.4%2026-Q1
Ancora Advisors LLC added47,550$803K1.4%2026-Q1
TWO SIGMA INVESTMENTS, LP added47,107$795K1.4%2026-Q1
VANGUARD FIDUCIARY TRUST CO new46,823$790K1.3%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new42,256$713K1.2%2026-Q1
Arcus Capital Partners, LLC added41,920$708K1.2%2026-Q1
UBS Group AG added38,648$652K1.1%2026-Q1
GOLDMAN SACHS GROUP INC added34,496$582K1.0%2026-Q1
PANAGORA ASSET MANAGEMENT INC added33,380$563K1.0%2026-Q1
STRS OHIO32,700$552K0.9%2026-Q1
BLAIR WILLIAM & CO/IL new30,499$515K0.9%2026-Q1
Squarepoint Ops LLC new26,581$449K0.8%2026-Q1
Russell Investments Group, Ltd. added24,702$417K0.7%2026-Q1
RAYMOND JAMES FINANCIAL INC new24,258$409K0.7%2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLC added23,756$401K0.7%2026-Q1
Bank of New York Mellon Corp trimmed21,750$367K0.6%2026-Q1
STILWELL VALUE LLC trimmed20,000$338K0.6%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed19,734$333K0.6%2026-Q1
RITHOLTZ WEALTH MANAGEMENT new19,724$333K0.6%2026-Q1
CITADEL ADVISORS LLC added19,403$328K0.6%2026-Q1
MORGAN STANLEY trimmed15,058$254K0.4%2026-Q1
Oppenheimer & Close, LLC added13,913$235K0.4%2026-Q1
XTX Topco Ltd new12,481$211K0.4%2026-Q1
Benin Management CORP trimmed11,533$195K0.3%2026-Q1
Nuveen, LLC trimmed11,031$186K0.3%2026-Q1
DEUTSCHE BANK AG\ trimmed8,230$139K0.2%2026-Q1
RHUMBLINE ADVISERS trimmed5,955$101K0.2%2026-Q1
Vanguard Global Advisers, LLC new3,693$62K0.1%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added3,635$61K0.1%2026-Q1
JPMORGAN CHASE & CO trimmed3,223$55K0.1%2026-Q1
WELLS FARGO & COMPANY/MN trimmed2,748$46K0.1%2026-Q1
Police & Firemen's Retirement System of New Jersey2,184$37K0.1%2026-Q1
EverSource Wealth Advisors, LLC added402$36K0.1%2026-Q1
BARCLAYS PLC trimmed1,923$32K0.1%2026-Q1
Tower Research Capital LLC (TRC) trimmed1,685$28K0.0%2026-Q1
BNP PARIBAS FINANCIAL MARKETS trimmed1,642$28K0.0%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND1,076$18K0.0%2026-Q1
FMR LLC added861$15K0.0%2026-Q1
Ameritas Investment Partners, Inc.804$14K0.0%2026-Q1
Legal & General Group Plc705$12K0.0%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. added438$7K0.0%2026-Q1
CITIGROUP INC trimmed337$6K0.0%2026-Q1
Sterling Capital Management LLC trimmed245$4K0.0%2026-Q1
ROYAL BANK OF CANADA trimmed249$4K0.0%2026-Q1
CWM, LLC added215$4K0.0%2026-Q1
North Star Investment Management Corp.213$4K0.0%2026-Q1
American Capital Advisory, LLC200$3K0.0%2026-Q1
Essential Partners LLC93$2K0.0%2026-Q1
Covestor Ltd trimmed35$1K0.0%2026-Q1
GAMMA Investing LLC new59$9960.0%2026-Q1
Cornerstone Planning Group LLC new31$5730.0%2026-Q1
MassMutual Private Wealth & Trust, FSB33$5570.0%2026-Q1
IFP Advisors, Inc21$3540.0%2026-Q1
Allworth Financial LP added16$2710.0%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new15$2530.0%2026-Q1
Farther Finance Advisors, LLC10$1710.0%2026-Q1
Root Financial Partners, LLC new10$1690.0%2026-Q1
MAI Capital Management added3$510.0%2026-Q1
ROTHSCHILD INVESTMENT LLC2$340.0%2026-Q1
True Wealth Design, LLC1$170.0%2026-Q1
VANGUARD GROUP INC trimmed459,224$7M12.3%2025-Q4 stale
ALLIANCEBERNSTEIN L.P. trimmed144,577$2M3.7%2025-Q3 stale
Mink Brook Asset Management LLC trimmed96,963$1M2.2%2025-Q2 stale
SUMMIT WEALTH GROUP LLC / CO new19,822$1M1.9%2025-Q3 stale
Pekin Hardy Strauss, Inc. trimmed30,000$472K0.8%2025-Q4 stale
SeaCrest Wealth Management, LLC trimmed31,491$376K0.6%2025-Q1 stale
JANE STREET GROUP, LLC new22,062$263K0.4%2025-Q1 stale
Trexquant Investment LP new13,179$199K0.3%2025-Q3 stale
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP10,428$164K0.3%2025-Q4 stale
MARSHALL WACE, LLP trimmed10,241$161K0.3%2025-Q4 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed11,613$157K0.3%2025-Q2 stale
BANK OF AMERICA CORP /DE/ added5,709$90K0.2%2025-Q4 stale
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed452$7K0.0%2025-Q4 stale
MARYLAND CAPITAL ADVISORS INC. new399$6K0.0%2025-Q4 stale
AMALGAMATED BANK trimmed232$4K0.0%2025-Q4 stale
Arax Advisory Partners new92$1K0.0%2025-Q3 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%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.

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