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, Q2 2026
Institutional positions in SBC Medical Group Holdings Inc as of Jun 30, 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
- 56
- +8 vs. Q1 2026
- Shares held
- 4.40M
- +2.95M (+203.0%) vs. Q1 2026
- Total value
- $13.5M
- +$7.47M (+123.1%) vs. Q1 2026
- New holders
- 12
- 33 more added
- Sold out
- 4
- 7 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding SBC Medical Group Holdings Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 2 | $6 | 0.00% | +1+100.0% | Added |
| Caitong International Asset Management Co., Ltd | 4 | $12 | 0.00% | +4 | New |
| True Wealth Design, LLC | 4 | $13 | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 5 | $16 | 0.00% | +5 | New |
| Transamerica Financial Advisors, Inc. | 8 | $24 | 0.00% | −31−79.5% | Reduced |
| Farther Finance Advisors, LLC | 8 | $25 | 0.00% | +6+300.0% | Added |
| Rothschild Investment LLC | 11 | $34 | 0.00% | +9+450.0% | Added |
| The PNC Financial Services Group, Inc. | 25 | $77 | 0.00% | +15+150.0% | Added |
| Essential Partners LLC | 26 | $80 | 0.00% | −505−95.1% | Reduced |
| Allworth Financial LP | 44 | $136 | 0.00% | +42+2,100.0% | Added |
| EverSource Wealth Advisors, LLC | 51 | $156 | 0.00% | +44+628.6% | Added |
| California State Teachers Retirement System | 158 | $487 | 0.00% | −452−74.1% | Reduced |
| SRS Capital Advisors, Inc. | 187 | $576 | 0.00% | +168+884.2% | Added |
| Sterling Capital Management LLC | 350 | $1.08K | 0.00% | −2−0.6% | Reduced |
| Ameritas Investment Partners, Inc. | 577 | $1.78K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 2,086 | $6.43K | 0.00% | +1,572+305.8% | Added |
| Royal Bank of Canada | 2,826 | $9.00K | 0.00% | +1,519+116.2% | Added |
| Barclays PLC | 3,699 | $11.4K | 0.00% | +526+16.6% | Added |
| Tower Research Capital LLC (TRC) | 3,901 | $12.0K | 0.00% | −1,316−25.2% | Reduced |
| Russell Investments Group, Ltd. | 4,329 | $13.3K | 0.00% | −9,260−68.1% | Reduced |
| UBS Group AG | 4,917 | $15.1K | 0.00% | +1,183+31.7% | Added |
| Nisa Investment Advisors, LLC | 5,000 | $15.4K | 0.00% | +5,000 | New |
| BNP Paribas Arbitrage, SA | 5,368 | $16.5K | 0.00% | +2,891+116.7% | Added |
| JPMorgan Chase & Co | 8,151 | $25.7K | 0.00% | +3,566+77.8% | Added |
| Vanguard Global Advisers, LLC | 8,557 | $26.4K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 8,861 | $27.3K | 0.00% | +3,504+65.4% | Added |
| Citigroup Inc | 8,930 | $27.5K | 0.00% | +8,336+1,403.4% | Added |
| Morgan Stanley | 10,347 | $31.9K | 0.00% | +1,948+23.2% | Added |
| Abel Hall, LLC | 10,607 | $32.7K | 0.01% | +10,607 | New |
| Rhumbline Advisers | 10,731 | $33.0K | 0.00% | +4,284+66.4% | Added |
| FMR LLC | 10,779 | $33.2K | 0.00% | +7,391+218.2% | Added |
| Price T Rowe Associates Inc | 11,138 | $35.0K | 0.00% | +11,138 | New |
| Bank of America Corp | 11,417 | $35.2K | 0.00% | +11,417 | New |
| Wells Fargo & Company | 16,118 | $49.6K | 0.00% | +11,868+279.2% | Added |
| New York State Common Retirement Fund | 17,000 | $52.4K | 0.00% | 00.0% | Unchanged |
| Williams & Novak, LLC | 18,686 | $57.6K | 0.04% | +4,449+31.2% | Added |
| Deutsche Bank AG | 18,783 | $57.9K | 0.00% | +18,783 | New |
| Two Sigma Securities, LLC | 21,487 | $66.2K | 0.01% | +21,487 | New |
| Central Pacific Bank - Trust Division | 24,000 | $73.9K | 0.01% | +24,000 | New |
| AQR Capital Management LLC | 24,098 | $74.2K | 0.00% | +11,524+91.6% | Added |
| Nuveen, LLC | 25,381 | $78.2K | 0.00% | +13,013+105.2% | Added |
| Bank of New York Mellon Corp | 26,991 | $83.1K | 0.00% | +16,811+165.1% | Added |
| Mariner, LLC | 33,747 | $103.9K | 0.00% | +9,787+40.8% | Added |
| Charles Schwab Investment Management Inc | 46,855 | $144.3K | 0.00% | +28,654+157.4% | Added |
| State Street Corp | 49,239 | $151.7K | 0.00% | +18,400+59.7% | Added |
| SBI Securities Co., Ltd. | 49,437 | $152.3K | 0.00% | +4,357+9.7% | Added |
| Vanguard Fiduciary Trust Co | 66,281 | $204.1K | 0.00% | +3,808+6.1% | Added |
| Segall Bryant & Hamill, LLC | 81,307 | $250.4K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 124,800 | $384.4K | 0.01% | +124,800 | New |
| Vanguard Portfolio Management LLC | 128,295 | $395.1K | 0.00% | +64,748+101.9% | Added |
| Northern Trust Corp | 131,204 | $404.1K | 0.00% | +40,065+44.0% | Added |
| Vanguard Capital Management LLC | 135,783 | $418.2K | 0.00% | −456−0.3% | Reduced |
| Citadel Advisors LLC | 144,718 | $445.7K | 0.00% | +144,718 | New |
| Geode Capital Management, LLC | 427,864 | $1.32M | 0.00% | +132,085+44.7% | Added |
| BlackRock, Inc. | 924,002 | $2.85M | 0.00% | +504,362+120.2% | Added |
| Lumbard & Kellner, LLC | 1,727,208 | $5.32M | 1.61% | +1,709,935+9,899.5% | Added |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −25,087−100.0% | Sold out |
| GAMMA Investing LLC | 0 | $0 | 0.00% | −387−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |