Who owns USCB Financial Holdings, Inc. (USCB)
Which tracked institutional funds hold USCB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See USCB company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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
11 tracked funds added or opened USCB while 11 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
USCB’s largest tracked holder by dollar value, PATRIOT FINANCIAL PARTNERS GP, LP, sizes it at 26.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 26.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in USCB 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 91 tracked filers holding USCB, 37 increased or opened the position and 41 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
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 USCB 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 6
- VANGUARD CAPITAL MANAGEMENT LLC$9M
- WELLINGTON MANAGEMENT GROUP LLP$7M
- VANGUARD PORTFOLIO MANAGEMENT LLC$1M
- VANGUARD FIDUCIARY TRUST CO$1M
- AMERICAN CENTURY COMPANIES INC$1M
- Daytona Street Capital LLC$658K
Full exits 4
- VANGUARD GROUP INC$13M
- MARSHALL WACE, LLP$538K
- MARTINGALE ASSET MANAGEMENT L P$508K
- GSA CAPITAL PARTNERS LLP$500K
Largest adds
- T. Rowe Price Investment Management, Inc.$24M
- MENDON CAPITAL ADVISORS CORP$2M
- Curi Capital, LLC$2M
- DIMENSIONAL FUND ADVISORS LP$508K
- ACADIAN ASSET MANAGEMENT LLC$423K
Largest trims
- MALTESE CAPITAL MANAGEMENT LLC$603K
- BlackRock, Inc.$556K
- ENDEAVOUR CAPITAL ADVISORS INC$478K
- Squarepoint Ops LLC$306K
- MILLENNIUM MANAGEMENT LLC$304K
- LOS ANGELES CAPITAL MANAGEMENT LLC$284K
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 |
|---|---|---|---|---|
| Patriot Financial Partners GP II, L.P. | 1,856,286 | $34M | 11.3% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. added | 1,320,945 | $24M | 8.0% | 2026-Q1 |
| ENDEAVOUR CAPITAL ADVISORS INC trimmed | 1,024,738 | $19M | 6.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 937,357 | $17M | 5.6% | 2026-Q1 |
| BlackRock, Inc. trimmed | 908,837 | $17M | 5.5% | 2026-Q1 |
| MENDON CAPITAL ADVISORS CORP added | 574,100 | $11M | 3.5% | 2026-Q1 |
| Curi Capital, LLC added | 527,104 | $10M | 3.2% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 487,879 | $9M | 3.0% | 2026-Q1 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. trimmed | 436,892 | $8M | 2.7% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP new | 391,474 | $7M | 2.4% | 2026-Q1 |
| Pacific Ridge Capital Partners, LLC added | 342,320 | $6M | 2.1% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 252,162 | $5M | 1.5% | 2026-Q1 |
| KENNEDY CAPITAL MANAGEMENT LLC | 243,436 | $5M | 1.5% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 198,845 | $4M | 1.2% | 2026-Q1 |
| STATE STREET CORP added | 154,154 | $3M | 0.9% | 2026-Q1 |
| MALTESE CAPITAL MANAGEMENT LLC trimmed | 134,197 | $2M | 0.8% | 2026-Q1 |
| North Reef Capital Management LP added | 128,093 | $2M | 0.8% | 2026-Q1 |
| NORTHERN TRUST CORP added | 119,834 | $2M | 0.7% | 2026-Q1 |
| Elizabeth Park Capital Advisors, Ltd. | 110,599 | $2M | 0.7% | 2026-Q1 |
| BANC FUNDS CO LLC | 95,580 | $2M | 0.6% | 2026-Q1 |
| MORGAN STANLEY trimmed | 91,483 | $2M | 0.6% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 91,200 | $2M | 0.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 75,967 | $1M | 0.5% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 68,126 | $1M | 0.4% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 64,476 | $1M | 0.4% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC new | 60,385 | $1M | 0.4% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC added | 57,995 | $1M | 0.4% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 53,494 | $992K | 0.3% | 2026-Q1 |
| SALZHAUER MICHAEL added | 52,629 | $976K | 0.3% | 2026-Q1 |
| Bank of New York Mellon Corp added | 48,008 | $890K | 0.3% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 47,109 | $872K | 0.3% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 46,530 | $863K | 0.3% | 2026-Q1 |
| TD Asset Management Inc | 44,696 | $829K | 0.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 41,797 | $775K | 0.3% | 2026-Q1 |
| BARCLAYS PLC trimmed | 41,304 | $766K | 0.3% | 2026-Q1 |
| Daytona Street Capital LLC new | 34,728 | $658K | 0.2% | 2026-Q1 |
| GABELLI FUNDS LLC | 34,065 | $632K | 0.2% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 30,906 | $573K | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 26,697 | $495K | 0.2% | 2026-Q1 |
| Fiduciary Trust Co trimmed | 22,350 | $414K | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 21,543 | $399K | 0.1% | 2026-Q1 |
| ELCO Management Co., LLC added | 21,440 | $397K | 0.1% | 2026-Q1 |
| Nuveen, LLC | 19,796 | $367K | 0.1% | 2026-Q1 |
| Squarepoint Ops LLC trimmed | 19,739 | $366K | 0.1% | 2026-Q1 |
| GLOBEFLEX CAPITAL L P | 19,439 | $360K | 0.1% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 18,461 | $342K | 0.1% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 16,900 | $313K | 0.1% | 2026-Q1 |
| Integrated Quantitative Investments LLC trimmed | 15,466 | $287K | 0.1% | 2026-Q1 |
| Legato Capital Management LLC trimmed | 15,466 | $287K | 0.1% | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC trimmed | 15,325 | $284K | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 14,483 | $269K | 0.1% | 2026-Q1 |
| FIRST MANHATTAN CO. LLC. | 10,000 | $185K | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 8,432 | $156K | 0.1% | 2026-Q1 |
| MetLife Investment Management, LLC | 6,656 | $123K | 0.0% | 2026-Q1 |
| Russell Investments Group, Ltd. | 6,404 | $119K | 0.0% | 2026-Q1 |
| SG Americas Securities, LLC added | 6,363 | $118K | 0.0% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 5,556 | $103K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 4,749 | $88K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 4,356 | $81K | 0.0% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 4,135 | $77K | 0.0% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 2,938 | $54K | 0.0% | 2026-Q1 |
| UBS Group AG trimmed | 2,359 | $44K | 0.0% | 2026-Q1 |
| Police & Firemen's Retirement System of New Jersey | 2,297 | $43K | 0.0% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. new | 2,200 | $41K | 0.0% | 2026-Q1 |
| CITIGROUP INC added | 1,812 | $34K | 0.0% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 1,678 | $31K | 0.0% | 2026-Q1 |
| CWM, LLC added | 1,483 | $27K | 0.0% | 2026-Q1 |
| Legal & General Group Plc trimmed | 1,023 | $19K | 0.0% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND | 889 | $16K | 0.0% | 2026-Q1 |
| Ameritas Investment Partners, Inc. | 808 | $15K | 0.0% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 633 | $12K | 0.0% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 214 | $11K | 0.0% | 2026-Q1 |
| Provenance Wealth Advisors, LLC | 400 | $7K | 0.0% | 2026-Q1 |
| Sterling Capital Management LLC trimmed | 277 | $5K | 0.0% | 2026-Q1 |
| FMR LLC added | 184 | $3K | 0.0% | 2026-Q1 |
| Essential Partners LLC | 111 | $2K | 0.0% | 2026-Q1 |
| Optiver Holding B.V. trimmed | 110 | $2K | 0.0% | 2026-Q1 |
| Covestor Ltd trimmed | 44 | $1K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 79 | $1K | 0.0% | 2026-Q1 |
| PATRIOT FINANCIAL PARTNERS GP, LP | 4,485,909 | $74M | 24.3% | 2025-Q2 stale |
| VANGUARD GROUP INC trimmed | 723,765 | $13M | 4.4% | 2025-Q4 stale |
| Keeley-Teton Advisors, LLC added | 33,902 | $629K | 0.2% | 2025-Q1 stale |
| MARSHALL WACE, LLP trimmed | 29,183 | $538K | 0.2% | 2025-Q4 stale |
| MARTINGALE ASSET MANAGEMENT L P added | 27,594 | $508K | 0.2% | 2025-Q4 stale |
| GSA CAPITAL PARTNERS LLP added | 27,151 | $500K | 0.2% | 2025-Q4 stale |
| Quadrature Capital Ltd added | 17,616 | $324K | 0.1% | 2025-Q4 stale |
| STIFEL FINANCIAL CORP added | 16,189 | $283K | 0.1% | 2025-Q3 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 14,832 | $245K | 0.1% | 2025-Q2 stale |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 14,479 | $239K | 0.1% | 2025-Q2 stale |
| LWM Advisory Services, LLC added | 11,671 | $215K | 0.1% | 2025-Q4 stale |
| Hillsdale Investment Management Inc. | 10,500 | $193K | 0.1% | 2025-Q4 stale |
| FIRST TRUST ADVISORS LP trimmed | 11,053 | $193K | 0.1% | 2025-Q3 stale |
| Corebridge Financial, Inc. trimmed | 5,200 | $97K | 0.0% | 2025-Q1 stale |
| NewEdge Advisors, LLC added | 1,700 | $31K | 0.0% | 2025-Q4 stale |
| AMALGAMATED BANK trimmed | 367 | $7K | 0.0% | 2025-Q4 stale |
| Arax Advisory Partners new | 200 | $3K | 0.0% | 2025-Q3 stale |
| RAYMOND JAMES FINANCIAL INC new | 200 | $3K | 0.0% | 2025-Q2 stale |
| HARBOR CAPITAL ADVISORS, INC. trimmed | 189 | $3K | 0.0% | 2025-Q2 stale |
| Merited Wealth, LLC new | 100 | $2K | 0.0% | 2025-Q4 stale |
| FEDERATED HERMES, INC. | 63 | $1K | 0.0% | 2025-Q3 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.