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, Q1 2025
Institutional positions in Bar Harbor Bankshares as of Mar 31, 2025. 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
- 140
- +10 vs. Q4 2024
- Shares held
- 8.90M
- +214.7K (+2.5%) vs. Q4 2024
- Total value
- $262.6M
- −$3.05M (−1.1%) vs. Q4 2024
- New holders
- 17
- 41 more added
- Sold out
- 7
- 40 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Bar Harbor Bankshares; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 2,858 | $84.3K | 0.00% | +3+0.1% | Added |
| Acadian Asset Management LLC | 2,493 | $73.0K | 0.00% | +2,493 | New |
| TD Waterhouse Canada Inc. | 2,000 | $59.5K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,880 | $55.0K | 0.00% | +116+6.6% | Added |
| Nisa Investment Advisors, LLC | 1,713 | $50.5K | 0.00% | +430+33.5% | Added |
| Tompkins Financial Corp | 1,650 | $48.7K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,600 | $47.2K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,584 | $46.7K | 0.00% | +9+0.6% | Added |
| BNP Paribas Arbitrage, SA | 1,514 | $44.7K | 0.00% | −793−34.4% | Reduced |
| Clean Yield Group | 1,500 | $44.3K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,466 | $43.2K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,125 | $33.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 918 | $27.0K | 0.00% | +95+11.5% | Added |
| Birchbrook, Inc. | 826 | $24.4K | 0.01% | +126+18.0% | Added |
| Eastern Bank | 697 | $20.6K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 662 | $19.5K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 595 | $17.7K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 600 | $17.7K | 0.00% | +41+7.3% | Added |
| Amalgamated Bank | 509 | $15.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 500 | $14.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 463 | $13.7K | 0.01% | +5+1.1% | Added |
| Lindbrook Capital, LLC | 431 | $12.7K | 0.00% | −4−0.9% | Reduced |
| Tower Research Capital LLC (TRC) | 303 | $8.94K | 0.00% | −4,804−94.1% | Reduced |
| 1620 Investment Advisors, Inc. | 270 | $7.96K | 0.01% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 258 | $7.61K | 0.00% | −221−46.1% | Reduced |
| Jones Financial Companies LLLP | 225 | $6.69K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 144 | $4.25K | 0.00% | +144 | New |
| GAMMA Investing LLC | 140 | $4.13K | 0.00% | +44+45.8% | Added |
| Mascoma Wealth Management LLC | 137 | $4.04K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 99 | $2.92K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 96 | $2.85K | 0.00% | −25−20.7% | Reduced |
| Boston Private Wealth LLC | 59 | $1.74K | 0.00% | +59 | New |
| Smartleaf Asset Management LLC | 46 | $1.37K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 42 | $1.24K | 0.00% | +9+27.3% | Added |
| Versant Capital Management, Inc | 37 | $1.09K | 0.00% | −35−48.6% | Reduced |
| Signaturefd, LLC | 19 | $561 | 0.00% | −13−40.6% | Reduced |
| True Wealth Design, LLC | 4 | $118 | 0.00% | +4 | New |
| EverSource Wealth Advisors, LLC | 3 | $89 | 0.00% | +3 | New |
| Covestor Ltd | 6 | $0 | 0.00% | −2−25.0% | Reduced |
| Bessemer Group Inc | 12 | $0 | 0.00% | +12 | New |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −14,325−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −10,013−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −8,413−100.0% | Sold out |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −7,900−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −6,590−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −184−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |