Bar Harbor Bankshares
BHB- Exchange
- NYSE
- Industry
- State Commercial Banks
- SEC CIK
- 0000743367
No open-market purchases or sales by Bar Harbor Bankshares insiders were filed in the last 90 days; 178 institutions reported holding it in 13F filings for Q2 2026, worth $403.5M in total; no superinvestor holds it.
13F holders, Q4 2024
Institutional positions in Bar Harbor Bankshares as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 131
- +6 vs. Q3 2024
- Shares held
- 8.75M
- +160.1K (+1.9%) vs. Q3 2024
- Total value
- $267.5M
- +$2.69M (+1.0%) vs. Q3 2024
- New holders
- 15
- 50 more added
- Sold out
- 9
- 34 more reduced
Compare with Q3 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BHB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 178 | $403.5M |
| Q1 2026 | 166 | $313.5M |
| Q4 2025 | 155 | $289.8M |
| Q3 2025 | 146 | $284.1M |
| Q2 2025 | 139 | $268.4M |
| Q1 2025 | 140 | $262.6M |
| Q4 2024 | 131 | $267.5M |
| Q3 2024 | 125 | $264.8M |
| Q2 2024 | 110 | $223.6M |
| Q1 2024 | 110 | $218.8M |
| Q4 2023 | 105 | $243.2M |
| Q3 2023 | 94 | $193.0M |
| Q2 2023 | 90 | $200.3M |
| Q1 2023 | 93 | $213.4M |
| Q4 2022 | 108 | $260.8M |
| Q3 2022 | 100 | $209.0M |
| Q2 2022 | 98 | $198.7M |
| Q1 2022 | 111 | $223.8M |
| Q4 2021 | 107 | $221.8M |
| Q3 2021 | 103 | $212.8M |
| Q2 2021 | 108 | $222.3M |
| Q1 2021 | 100 | $230.5M |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Bar Harbor Bankshares; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tompkins Financial Corp | 1,650 | $50.5K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,600 | $48.9K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,575 | $48.2K | 0.00% | −1−0.1% | Reduced |
| Clean Yield Group | 1,500 | $45.9K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,466 | $44.8K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,283 | $39.2K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,125 | $34.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 823 | $25.0K | 0.00% | −95−10.3% | Reduced |
| Birchbrook, Inc. | 700 | $21.4K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 697 | $21.3K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 662 | $20.2K | 0.00% | +192+40.9% | Added |
| Medallion Wealth Advisors, LLC | 595 | $18.2K | 0.01% | +595 | New |
| Quadrant Capital Group LLC | 559 | $17.1K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 509 | $16.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 500 | $15.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 479 | $14.6K | 0.00% | +426+803.8% | Added |
| Rise Advisors, LLC | 458 | $14.0K | 0.01% | +4+0.9% | Added |
| Lindbrook Capital, LLC | 435 | $13.3K | 0.00% | −1−0.2% | Reduced |
| 1620 Investment Advisors, Inc. | 270 | $8.26K | 0.01% | +270 | New |
| Jones Financial Companies LLLP | 225 | $6.88K | 0.00% | +225 | New |
| R Squared Ltd | 184 | $5.63K | 0.01% | +184 | New |
| Mascoma Wealth Management LLC | 137 | $4.19K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 121 | $3.70K | 0.00% | +62+105.1% | Added |
| Huntington National Bank | 99 | $3.03K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 96 | $2.94K | 0.00% | +48+100.0% | Added |
| Versant Capital Management, Inc | 72 | $2.20K | 0.00% | +72 | New |
| Smartleaf Asset Management LLC | 46 | $1.39K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 35 | $1.07K | 0.00% | +19+118.8% | Added |
| US Bancorp | 33 | $1.01K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 32 | $979 | 0.00% | +32 | New |
| Covestor Ltd | 8 | $0 | 0.00% | −5−38.5% | Reduced |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −11,861−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −10,248−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −6,586−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −258−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −92−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Rothschild Investment LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |