SBC Medical Group Holdings Inc
SBC- Exchange
- Nasdaq
- Industry
- Services-Offices & Clinics of Doctors of Medicine
- SEC CIK
- 0001930313
No open-market purchases or sales by SBC Medical Group Holdings Inc insiders were filed in the last 90 days; 56 institutions reported holding it in 13F filings for Q2 2026, worth $13.5M in total; no superinvestor holds it.
Other share classesSBCWW
13F holders, Q4 2025
Institutional positions in SBC Medical Group Holdings Inc as of Dec 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
- 42
- 0 vs. Q3 2025
- Shares held
- 1.32M
- +471.5K (+55.6%) vs. Q3 2025
- Total value
- $5.69M
- +$2.01M (+54.5%) vs. Q3 2025
- New holders
- 7
- 21 more added
- Sold out
- 7
- 10 more reduced
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SBC 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 | 56 | $13.5M |
| Q1 2026 | 50 | $6.07M |
| Q4 2025 | 42 | $5.69M |
| Q3 2025 | 42 | $3.68M |
| Q2 2025 | 29 | $2.96M |
| Q1 2025 | 4 | $288.0K |
| Q4 2024 | 4 | $173.0K |
| Q3 2024 | 3 | $27.9K |
| Q2 2024 | 5 | $1.90M |
| Q1 2024 | 5 | $2.67M |
| Q4 2023 | 15 | $19.8M |
| Q3 2023 | 13 | $19.1M |
| Q2 2023 | 13 | $18.8M |
| Q1 2023 | 38 | $106.4M |
| Q4 2022 | 45 | $102.7M |
| Q3 2022 | 21 | $55.4M |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding SBC Medical Group Holdings Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rothschild Investment LLC | 1 | $4 | 0.00% | +1 | New |
| Sunbelt Securities, Inc. | 1 | $4 | 0.00% | +1 | New |
| EverSource Wealth Advisors, LLC | 2 | $8 | 0.00% | −27−93.1% | Reduced |
| IFP Advisors, Inc | 2 | $9 | 0.00% | −31−93.9% | Reduced |
| Allworth Financial LP | 3 | $14 | 0.00% | −3−50.0% | Reduced |
| The PNC Financial Services Group, Inc. | 10 | $43 | 0.00% | +10 | New |
| Transamerica Financial Advisors, Inc. | 39 | $168 | 0.00% | +3+8.3% | Added |
| Farther Finance Advisors, LLC | 57 | $246 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 87 | $375 | 0.00% | +87 | New |
| Citigroup Inc | 255 | $1.10K | 0.00% | +179+235.5% | Added |
| Amalgamated Bank | 354 | $2.00K | 0.00% | +161+83.4% | Added |
| Legal & General Group Plc | 514 | $2.21K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 577 | $2.49K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 665 | $2.87K | 0.00% | −18−2.6% | Reduced |
| California State Teachers Retirement System | 694 | $2.99K | 0.00% | +342+97.2% | Added |
| CWM, LLC | 653 | $3.00K | 0.00% | −496−43.2% | Reduced |
| Sterling Capital Management LLC | 831 | $3.58K | 0.00% | +464+126.4% | Added |
| Royal Bank of Canada | 1,572 | $7.00K | 0.00% | +848+117.1% | Added |
| Tower Research Capital LLC (TRC) | 2,390 | $10.3K | 0.00% | −439−15.5% | Reduced |
| BNP Paribas Arbitrage, SA | 2,477 | $10.7K | 0.00% | +1,238+99.9% | Added |
| FMR LLC | 3,867 | $16.7K | 0.00% | +3,529+1,044.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 5,221 | $22.5K | 0.00% | +2,676+105.1% | Added |
| Rhumbline Advisers | 5,314 | $22.9K | 0.00% | −1,164−18.0% | Reduced |
| UBS Group AG | 5,764 | $24.8K | 0.00% | +3,503+154.9% | Added |
| Bank of America Corp | 7,883 | $34.0K | 0.00% | +5,291+204.1% | Added |
| JPMorgan Chase & Co | 9,011 | $38.8K | 0.00% | +4,669+107.5% | Added |
| Goldman Sachs Group Inc | 11,323 | $48.8K | 0.00% | +11,323 | New |
| Russell Investments Group, Ltd. | 11,775 | $50.8K | 0.00% | +8,771+292.0% | Added |
| Nuveen, LLC | 12,368 | $53.3K | 0.00% | +12,368 | New |
| Wells Fargo & Company | 12,626 | $54.4K | 0.00% | +8,348+195.1% | Added |
| AQR Capital Management LLC | 13,518 | $58.3K | 0.00% | −4,656−25.6% | Reduced |
| Williams & Novak, LLC | 15,180 | $65.4K | 0.05% | +15,180 | New |
| Morgan Stanley | 15,506 | $66.8K | 0.00% | +9,612+163.1% | Added |
| New York State Common Retirement Fund | 17,000 | $73.3K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 17,779 | $76.6K | 0.00% | +9,831+123.7% | Added |
| Charles Schwab Investment Management Inc | 27,341 | $117.8K | 0.00% | +13,074+91.6% | Added |
| State Street Corp | 29,689 | $128.0K | 0.00% | −1,350−4.3% | Reduced |
| SBI Securities Co., Ltd. | 47,944 | $206.6K | 0.01% | −4,525−8.6% | Reduced |
| Northern Trust Corp | 81,292 | $350.4K | 0.00% | +22,431+38.1% | Added |
| Geode Capital Management, LLC | 262,043 | $1.13M | 0.00% | +71,664+37.6% | Added |
| Vanguard Group Inc | 269,582 | $1.16M | 0.00% | +188,482+232.4% | Added |
| BlackRock, Inc. | 426,567 | $1.84M | 0.00% | +154,791+57.0% | Added |
| Millennium Management LLC | 0 | $0 | 0.00% | −50,461−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −11,661−100.0% | Sold out |
| Private Wealth Asset Management, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −409−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −119−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |