Skip to main content

Shore Bancshares Inc

SHBI
Exchange
Nasdaq
Industry
National Commercial Banks
SEC CIK
0001035092

In the last 90 days, Shore Bancshares Inc insiders filed 1 open-market purchase and 0 sales; 177 institutions reported holding it in 13F filings for Q2 2026, worth $522.3M in total; no superinvestor holds it.

13F holders, Q2 2024

Institutional positions in Shore Bancshares Inc as of Jun 30, 2024. 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
112
−3 vs. Q1 2024
Shares held
19.0M
+983.8K (+5.5%) vs. Q1 2024
Total value
$219.6M
+$11.5M (+5.5%) vs. Q1 2024
New holders
13
41 more added
Sold out
16
32 more reduced

Compare with Q1 2024: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting SHBI 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.

Institutional holdersQ2 2024: 112 institutions
Q1 2021: 70 institutionsQ2 2021: 74 institutionsQ3 2021: 67 institutionsQ4 2021: 76 institutionsQ1 2022: 88 institutionsQ2 2022: 96 institutionsQ3 2022: 86 institutionsQ4 2022: 86 institutionsQ1 2023: 95 institutionsQ2 2023: 96 institutionsQ3 2023: 112 institutionsQ4 2023: 111 institutionsQ1 2024: 115 institutionsQ2 2024: 112 institutionsQ3 2024: 114 institutionsQ4 2024: 126 institutionsQ1 2025: 151 institutionsQ2 2025: 152 institutionsQ3 2025: 153 institutionsQ4 2025: 148 institutionsQ1 2026: 163 institutionsQ2 2026: 177 institutions
Value heldQ2 2024: $219.6M
Q1 2021: $153.2MQ2 2021: $143.6MQ3 2021: $153.8MQ4 2021: $233.5MQ1 2022: $235.7MQ2 2022: $222.9MQ3 2022: $207.8MQ4 2022: $207.4MQ1 2023: $169.7MQ2 2023: $149.0MQ3 2023: $185.9MQ4 2023: $256.9MQ1 2024: $208.1MQ2 2024: $219.6MQ3 2024: $269.0MQ4 2024: $306.3MQ1 2025: $264.5MQ2 2025: $318.8MQ3 2025: $344.2MQ4 2025: $379.6MQ1 2026: $413.9MQ2 2026: $522.3M
Institutions holding SHBI and their total value by quarter
QuarterHoldersValue
Q2 2026177$522.3M
Q1 2026163$413.9M
Q4 2025148$379.6M
Q3 2025153$344.2M
Q2 2025152$318.8M
Q1 2025151$264.5M
Q4 2024126$306.3M
Q3 2024114$269.0M
Q2 2024112$219.6M
Q1 2024115$208.1M
Q4 2023111$256.9M
Q3 2023112$185.9M
Q2 202396$149.0M
Q1 202395$169.7M
Q4 202286$207.4M
Q3 202286$207.8M
Q2 202296$222.9M
Q1 202288$235.7M
Q4 202176$233.5M
Q3 202167$153.8M
Q2 202174$143.6M
Q1 202170$153.2M

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Shore Bancshares Inc; share changes are against Q1 2024.

Institutions holding SHBI in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Advisors, Ltd. LLC25$00.00%00.0%Unchanged
Covestor Ltd11$00.00%+11New
Innealta Capital, LLC2$230.00%+2New
Quadrant Capital Group LLC14$1610.00%−507−97.3%Reduced
Farther Finance Advisors, LLC36$4090.00%00.0%Unchanged
Rothschild Investment LLC45$5150.00%+45New
Steward Partners Investment Advisory, LLC62$7100.00%+62New
Toth Financial Advisory Corp300$3.44K0.00%00.0%Unchanged
Naples Money Management LLC349$3.97K0.00%00.0%Unchanged
Annapolis Financial Services, LLC465$5.33K0.00%00.0%Unchanged
GAMMA Investing LLC613$7.02K0.00%−542−46.9%Reduced
Addison Advisors LLC733$8.39K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC1,000$11.4K0.00%00.0%Unchanged
Aquatic Capital Management LLC1,000$11.4K0.00%+900+900.0%Added
Amalgamated Bank1,017$12.0K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.1,350$15.5K0.00%00.0%Unchanged
Founders Capital Management1,500$17.2K0.01%00.0%Unchanged
Nisa Investment Advisors, LLC1,580$18.1K0.00%00.0%Unchanged
State of Wyoming1,634$18.7K0.00%−375−18.7%Reduced
Great West Life Assurance Co1,689$19.0K0.00%−28−1.6%Reduced
California State Teachers Retirement System2,221$25.4K0.00%−776−25.9%Reduced
Legal & General Group Plc2,503$28.7K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.3,085$35.3K0.00%00.0%Unchanged
FMR LLC3,446$39.5K0.00%−356−9.4%Reduced
Tower Research Capital LLC (TRC)7,699$88.2K0.00%+7,054+1,093.6%Added
Citigroup Inc8,260$94.6K0.00%+1,609+24.2%Added
New York State Common Retirement Fund9,234$105.7K0.00%+20.0%Added
SEI Investments Co10,187$116.6K0.00%00.0%Unchanged
UBS Group AG11,073$126.8K0.00%−21,010−65.5%Reduced
Millennium Management LLC11,407$130.6K0.00%+11,407New
Signature Estate & Investment Advisors LLC11,594$132.8K0.00%00.0%Unchanged
First Trust Advisors LP11,642$133.3K0.00%−4,615−28.4%Reduced
Raymond James & Associates12,003$137.4K0.00%+84+0.7%Added
Advisor Group Holdings, Inc.12,462$142.7K0.00%−411−3.2%Reduced
AQR Capital Management LLC12,796$146.5K0.00%+12,796New
JPMorgan Chase & Co13,084$149.8K0.00%−37,075−73.9%Reduced
Deutsche Bank AG13,948$159.7K0.00%−546−3.8%Reduced
Wells Fargo & Company14,446$165.4K0.00%+2,953+25.7%Added
Mirae Asset Global ETFs Holdings Ltd.14,643$167.7K0.00%+14,643New
Corebridge Financial, Inc.16,494$188.9K0.00%+16,494New
MetLife Investment Management17,418$199.4K0.00%+1,505+9.5%Added
Chapin Davis, Inc.17,500$200.4K0.07%00.0%Unchanged
Qube Research & Technologies Ltd18,068$206.9K0.00%+15,592+629.7%Added
Diversify Advisory Services, LLC19,659$223.1K0.01%+208+1.1%Added
Janney Montgomery Scott LLC20,306$233.0K0.00%−58−0.3%Reduced
Royal Bank of Canada25,831$296.0K0.00%+1,541+6.3%Added
Captrust Financial Advisors26,319$301.4K0.00%+349+1.3%Added
DF Dent & Co Inc28,001$320.6K0.00%00.0%Unchanged
Creative Planning28,843$330.2K0.00%−2,453−7.8%Reduced
ELCO Management Co., LLC30,360$347.6K0.20%−6,584−17.8%Reduced
Jane Street Group, LLC33,158$379.7K0.00%+33,158New
Sherbrooke Park Advisers LLC34,151$391.0K0.07%+11,196+48.8%Added
Ameriprise Financial Inc35,997$412.2K0.00%+9,295+34.8%Added
Bank of America Corp38,192$437.3K0.00%+3,566+10.3%Added
LSV Asset Management40,845$468.0K0.00%−462−1.1%Reduced
Black Maple Capital Management LP41,612$476.5K0.35%+11,584+38.6%Added
Gsa Capital Partners LLP42,820$490.0K0.03%+42,820New
Rhumbline Advisers43,240$495.1K0.00%+2,639+6.5%Added
BNP Paribas Arbitrage, SA43,989$503.7K0.00%+1,160+2.7%Added
Assenagon Asset Management S.A.44,394$508.3K0.00%−47,002−51.4%Reduced
Trexquant Investment LP44,716$512.0K0.01%+44,716New
Cornercap Investment Counsel Inc45,461$520.5K0.08%−410−0.9%Reduced
Two Sigma Advisers, LP45,900$525.6K0.00%+8,000+21.1%Added
Thrivent Financial for Lutherans47,088$539.0K0.00%−2,013−4.1%Reduced
D. E. Shaw & Co., Inc.49,144$562.7K0.00%+38,048+342.9%Added
HSBC Holdings PLC50,414$571.7K0.00%−1,192−2.3%Reduced
Stifel Financial Corp53,082$607.8K0.00%−4,724−8.2%Reduced
Martingale Asset Management L P54,072$619.1K0.01%+25,494+89.2%Added
Citadel Advisors LLC55,461$635.0K0.00%+834+1.5%Added
Price T Rowe Associates Inc56,813$651.0K0.00%−273−0.5%Reduced
Barclays PLC57,315$656.3K0.00%−11,014−16.1%Reduced
Emerald Mutual Fund Advisers Trust58,688$672.0K0.04%00.0%Unchanged
Nuveen Asset Management, LLC63,754$730.0K0.00%00.0%Unchanged
CWM, LLC63,977$733.0K0.00%+348+0.5%Added
FJ Capital Management LLC69,706$798.1K0.08%−82,935−54.3%Reduced
Invesco Ltd.70,493$807.1K0.00%−33,077−31.9%Reduced
Salzhauer Michael72,057$825.1K0.67%00.0%Unchanged
Two Sigma Investments, LP75,989$870.1K0.00%+37,509+97.5%Added
Bank of Montreal78,137$898.6K0.00%+78,137New
Acadian Asset Management LLC78,980$902.0K0.00%−11,848−13.0%Reduced
Charles Schwab Investment Management Inc84,204$964.1K0.00%+6,560+8.4%Added
Fisher Asset Management, LLC86,338$988.6K0.00%00.0%Unchanged
Brown Advisory Inc90,016$1.03M0.00%+1,710+1.9%Added
Wellington Management Group LLP106,905$1.22M0.00%00.0%Unchanged
Goldman Sachs Group Inc132,395$1.52M0.00%+4,703+3.7%Added
HoldCo Asset Management, L.P.136,114$1.56M9.54%00.0%Unchanged
Empowered Funds, LLC140,326$1.61M0.03%+10,080+7.7%Added
Petiole USA ltd147,487$1.69M1.42%00.0%Unchanged
RMB Capital Management, LLC153,973$1.76M0.04%−21,027−12.0%Reduced
Corbyn Investment Management Inc157,953$1.81M0.75%−12,596−7.4%Reduced
Siena Capital Partners GP, LLC195,287$2.24M0.74%00.0%Unchanged
American Century Companies Inc195,418$2.24M0.00%+45,692+30.5%Added
Mendon Capital Advisors Corp51,324$2.51M1.60%−123,676−70.7%Reduced
Private Capital Management, LLC245,921$2.82M0.33%−2,097−0.8%Reduced
Bank of New York Mellon Corp252,577$2.89M0.00%+13,345+5.6%Added
Bridgeway Capital Management, LLC258,170$2.96M0.07%+10,080+4.1%Added
Morgan Stanley261,536$2.99M0.00%−10,079−3.7%Reduced
Hotchkis & Wiley Capital Management LLC266,675$3.05M0.01%+27,800+11.6%Added
Northern Trust Corp268,100$3.07M0.00%−5,991−2.2%Reduced
Gendell Jeffrey L283,410$3.25M0.11%00.0%Unchanged