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, Q2 2025
Institutional positions in Bar Harbor Bankshares as of Jun 30, 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
- 139
- +1 vs. Q1 2025
- Shares held
- 8.96M
- +147.7K (+1.7%) vs. Q1 2025
- Total value
- $268.4M
- +$8.48M (+3.3%) vs. Q1 2025
- New holders
- 14
- 50 more added
- Sold out
- 13
- 34 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Bar Harbor Bankshares; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 2,861 | $85.7K | 0.00% | +3+0.1% | Added |
| Acadian Asset Management LLC | 2,493 | $74.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 2,055 | $62.0K | 0.00% | +175+9.3% | Added |
| TD Waterhouse Canada Inc. | 2,000 | $61.9K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,713 | $51.3K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,650 | $49.4K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,600 | $47.9K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 1,500 | $44.9K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,466 | $43.9K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,110 | $34.3K | 0.00% | −15−1.3% | Reduced |
| Advisor Group Holdings, Inc. | 1,125 | $33.7K | 0.00% | −459−29.0% | Reduced |
| CWM, LLC | 882 | $26.0K | 0.00% | −36−3.9% | Reduced |
| Birchbrook, Inc. | 826 | $24.7K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 697 | $20.9K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 662 | $19.8K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 595 | $18.4K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 509 | $15.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 500 | $15.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 473 | $14.2K | 0.00% | +473 | New |
| Rise Advisors, LLC | 468 | $14.0K | 0.01% | +5+1.1% | Added |
| EverSource Wealth Advisors, LLC | 401 | $12.0K | 0.00% | +398+13,266.7% | Added |
| Sterling Capital Management LLC | 400 | $12.0K | 0.00% | +142+55.0% | Added |
| Mascoma Wealth Management LLC | 312 | $9.34K | 0.00% | +175+127.7% | Added |
| 1620 Investment Advisors, Inc. | 270 | $8.09K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 225 | $6.68K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 216 | $6.00K | 0.00% | +216 | New |
| SRS Capital Advisors, Inc. | 140 | $4.20K | 0.00% | +140 | New |
| US Bancorp | 116 | $3.48K | 0.00% | +74+176.2% | Added |
| Huntington National Bank | 99 | $2.97K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 85 | $2.55K | 0.00% | −55−39.3% | Reduced |
| Simplex Trading, LLC | 90 | $2.00K | 0.00% | +90 | New |
| Smartleaf Asset Management LLC | 46 | $1.37K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 30 | $899 | 0.00% | +30 | New |
| Bare Financial Services, Inc | 21 | $629 | 0.00% | +21 | New |
| Allworth Financial LP | 16 | $480 | 0.00% | −80−83.3% | Reduced |
| Essential Partners LLC | 8 | $240 | 0.00% | +8 | New |
| True Wealth Design, LLC | 3 | $90 | 0.00% | −1−25.0% | Reduced |
| Bessemer Group Inc | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 2 | $0 | 0.00% | −4−66.7% | Reduced |
| M&T Bank Corp | 0 | $0 | 0.00% | −30,092−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −12,229−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −10,943−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −9,821−100.0% | Sold out |
| MetLife Investment Management | 0 | $0 | 0.00% | −8,686−100.0% | Sold out |
| Congress Wealth Management LLC | 0 | $0 | 0.00% | −7,885−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −7,321−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −7,249−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −144−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Foundry Partners, LLC | – | – | – | – | Not filed |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |