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, Q1 2026
Institutional positions in SBC Medical Group Holdings Inc as of Mar 31, 2026. 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
- 50
- +9 vs. Q4 2025
- Shares held
- 1.45M
- +401.6K (+38.2%) vs. Q4 2025
- Total value
- $6.07M
- +$1.54M (+34.1%) vs. Q4 2025
- New holders
- 11
- 14 more added
- Sold out
- 2
- 18 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding SBC Medical Group Holdings Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 1 | $4 | 0.00% | −1−50.0% | Reduced |
| MAI Capital Management | 1 | $5 | 0.00% | +1 | New |
| Rothschild Investment LLC | 2 | $8 | 0.00% | +1+100.0% | Added |
| Sunbelt Securities, Inc. | 2 | $8 | 0.00% | +1+100.0% | Added |
| Farther Finance Advisors, LLC | 2 | $9 | 0.00% | −55−96.5% | Reduced |
| Allworth Financial LP | 2 | $9 | 0.00% | −1−33.3% | Reduced |
| SRS Capital Advisors, Inc. | 19 | $21 | 0.00% | +19 | New |
| EverSource Wealth Advisors, LLC | 7 | $29 | 0.00% | +5+250.0% | Added |
| Root Financial Partners, LLC | 9 | $38 | 0.00% | +9 | New |
| The PNC Financial Services Group, Inc. | 10 | $42 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 39 | $163 | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 352 | $1.47K | 0.00% | −479−57.6% | Reduced |
| GAMMA Investing LLC | 387 | $1.62K | 0.00% | +300+344.8% | Added |
| Legal & General Group Plc | 514 | $2.13K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 531 | $2.22K | 0.00% | −134−20.2% | Reduced |
| Ameritas Investment Partners, Inc. | 577 | $2.41K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 594 | $2.48K | 0.00% | +339+132.9% | Added |
| California State Teachers Retirement System | 610 | $2.55K | 0.00% | −84−12.1% | Reduced |
| CWM, LLC | 738 | $3.08K | 0.00% | +85+13.0% | Added |
| Royal Bank of Canada | 1,307 | $6.00K | 0.00% | −265−16.9% | Reduced |
| BNP Paribas Arbitrage, SA | 2,477 | $10.4K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 3,173 | $13.3K | 0.00% | −14,606−82.2% | Reduced |
| FMR LLC | 3,388 | $14.2K | 0.00% | −479−12.4% | Reduced |
| UBS Group AG | 3,734 | $15.6K | 0.00% | −2,030−35.2% | Reduced |
| Wells Fargo & Company | 4,250 | $17.8K | 0.00% | −8,376−66.3% | Reduced |
| JPMorgan Chase & Co | 4,585 | $18.8K | 0.00% | −4,426−49.1% | Reduced |
| Tower Research Capital LLC (TRC) | 5,217 | $21.8K | 0.00% | +2,827+118.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 5,357 | $22.4K | 0.00% | +136+2.6% | Added |
| Rhumbline Advisers | 6,447 | $26.9K | 0.00% | +1,133+21.3% | Added |
| Morgan Stanley | 8,399 | $35.1K | 0.00% | −7,107−45.8% | Reduced |
| Vanguard Global Advisers, LLC | 8,557 | $35.8K | 0.00% | +8,557 | New |
| Bank of New York Mellon Corp | 10,180 | $42.6K | 0.00% | +10,180 | New |
| Nuveen, LLC | 12,368 | $51.7K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 12,574 | $52.6K | 0.00% | −944−7.0% | Reduced |
| Russell Investments Group, Ltd. | 13,589 | $56.8K | 0.00% | +1,814+15.4% | Added |
| Williams & Novak, LLC | 14,237 | $62.6K | 0.05% | −943−6.2% | Reduced |
| New York State Common Retirement Fund | 17,000 | $71.1K | 0.00% | 00.0% | Unchanged |
| Lumbard & Kellner, LLC | 17,273 | $72.2K | 0.03% | +17,273 | New |
| Charles Schwab Investment Management Inc | 18,201 | $76.1K | 0.00% | −9,140−33.4% | Reduced |
| Mariner, LLC | 23,960 | $100.2K | 0.00% | +23,960 | New |
| Goldman Sachs Group Inc | 25,087 | $104.9K | 0.00% | +13,764+121.6% | Added |
| State Street Corp | 30,839 | $128.9K | 0.00% | +1,150+3.9% | Added |
| SBI Securities Co., Ltd. | 45,080 | $188.4K | 0.01% | −2,864−6.0% | Reduced |
| Vanguard Fiduciary Trust Co | 62,473 | $261.1K | 0.00% | +62,473 | New |
| Vanguard Portfolio Management LLC | 63,547 | $265.6K | 0.00% | +63,547 | New |
| Segall Bryant & Hamill, LLC | 81,307 | $339.9K | 0.00% | +81,307 | New |
| Northern Trust Corp | 91,139 | $381.0K | 0.00% | +9,847+12.1% | Added |
| Vanguard Capital Management LLC | 136,239 | $569.5K | 0.00% | +136,239 | New |
| Geode Capital Management, LLC | 295,779 | $1.24M | 0.00% | +33,736+12.9% | Added |
| BlackRock, Inc. | 419,640 | $1.75M | 0.00% | −6,927−1.6% | Reduced |
| Bank of America Corp | 0 | $0 | 0.00% | −7,883−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −354−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |