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, Q1 2026
Institutional positions in Shore Bancshares 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
- 163
- +17 vs. Q4 2025
- Shares held
- 22.2M
- +2.51M (+12.7%) vs. Q4 2025
- Total value
- $413.9M
- +$66.2M (+19.0%) vs. Q4 2025
- New holders
- 30
- 64 more added
- Sold out
- 13
- 37 more reduced
2 institutions 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 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 177 | $522.3M |
| Q1 2026 | 163 | $413.9M |
| Q4 2025 | 148 | $379.6M |
| Q3 2025 | 153 | $344.2M |
| Q2 2025 | 152 | $318.8M |
| Q1 2025 | 151 | $264.5M |
| Q4 2024 | 126 | $306.3M |
| Q3 2024 | 114 | $269.0M |
| Q2 2024 | 112 | $219.6M |
| Q1 2024 | 115 | $208.1M |
| Q4 2023 | 111 | $256.9M |
| Q3 2023 | 112 | $185.9M |
| Q2 2023 | 96 | $149.0M |
| Q1 2023 | 95 | $169.7M |
| Q4 2022 | 86 | $207.4M |
| Q3 2022 | 86 | $207.8M |
| Q2 2022 | 96 | $222.9M |
| Q1 2022 | 88 | $235.7M |
| Q4 2021 | 76 | $233.5M |
| Q3 2021 | 67 | $153.8M |
| Q2 2021 | 74 | $143.6M |
| Q1 2021 | 70 | $153.2M |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Shore Bancshares Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 25 | $0 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $38 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 8 | $149 | 0.00% | +8 | New |
| TD Private Client Wealth LLC | 10 | $187 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 10 | $187 | 0.00% | +10 | New |
| Basecamp Wealth Advisors LLC | 51 | $953 | 0.00% | +51 | New |
| Covestor Ltd | 36 | $1.00K | 0.00% | −83−69.7% | Reduced |
| True Wealth Design, LLC | 56 | $1.05K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 58 | $1.08K | 0.00% | +58 | New |
| Parkside Financial Bank & Trust | 70 | $1.31K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 76 | $1.42K | 0.00% | +76 | New |
| US Bancorp | 94 | $1.76K | 0.00% | +25+36.2% | Added |
| MAI Capital Management | 117 | $2.19K | 0.00% | +95+431.8% | Added |
| SRS Capital Advisors, Inc. | 131 | $2.45K | 0.00% | +126+2,520.0% | Added |
| Zions Bancorporation, National Association | 170 | $3.18K | 0.00% | +129+314.6% | Added |
| Quadrant Capital Group LLC | 174 | $3.25K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 207 | $3.98K | 0.00% | +207 | New |
| State of Wyoming | 228 | $4.26K | 0.00% | −4,257−94.9% | Reduced |
| Rothschild Investment LLC | 240 | $4.48K | 0.00% | +75+45.5% | Added |
| Advisor Group Holdings, Inc. | 249 | $4.65K | 0.00% | −179−41.8% | Reduced |
| Toth Financial Advisory Corp | 300 | $5.60K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 316 | $5.90K | 0.00% | +64+25.4% | Added |
| Signaturefd, LLC | 324 | $6.05K | 0.00% | +124+62.0% | Added |
| Jones Financial Companies LLLP | 362 | $6.55K | 0.00% | +362 | New |
| Versant Capital Management, Inc | 466 | $8.71K | 0.00% | +455+4,136.4% | Added |
| Nisa Investment Advisors, LLC | 516 | $9.64K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 608 | $11.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 968 | $18.1K | 0.00% | +259+36.5% | Added |
| Founders Capital Management | 1,000 | $18.7K | 0.01% | −500−33.3% | Reduced |
| Heritage Wealth Advisors | 1,000 | $18.7K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1,000 | $18.7K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 1,170 | $21.9K | 0.00% | +669+133.5% | Added |
| UBS Asset Management Americas Inc | 1,295 | $24.2K | 0.00% | +919+244.4% | Added |
| Essential Partners LLC | 1,476 | $27.6K | 0.01% | −137−8.5% | Reduced |
| Financial Consulate, Inc | 1,630 | $30.4K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,671 | $31.2K | 0.00% | −231−12.1% | Reduced |
| Tower Research Capital LLC (TRC) | 2,159 | $40.3K | 0.00% | +399+22.7% | Added |
| EverSource Wealth Advisors, LLC | 2,220 | $41.5K | 0.00% | +52+2.4% | Added |
| Legal & General Group Plc | 2,551 | $47.7K | 0.00% | −354−12.2% | Reduced |
| Ameritas Investment Partners, Inc. | 2,605 | $48.7K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,673 | $50.2K | 0.00% | +2,117+380.8% | Added |
| GAMMA Investing LLC | 2,725 | $50.9K | 0.00% | +278+11.4% | Added |
| Geneos Wealth Management Inc. | 2,727 | $50.9K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 2,806 | $52.4K | 0.00% | −151−5.1% | Reduced |
| Rockefeller Capital Management L.P. | 2,846 | $53.2K | 0.00% | +19+0.7% | Added |
| IFP Advisors, Inc | 4,048 | $75.6K | 0.00% | +875+27.6% | Added |
| State of Alaska, Department of Revenue | 4,138 | $77.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,448 | $83.1K | 0.00% | +743+20.1% | Added |
| Federated Hermes, Inc. | 4,785 | $89.4K | 0.00% | +2,482+107.8% | Added |
| Parallel Advisors, LLC | 4,836 | $90.3K | 0.00% | +4,760+6,263.2% | Added |
| BNP Paribas Arbitrage, SA | 6,583 | $123.0K | 0.00% | −317−4.6% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 8,621 | $161.0K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 9,234 | $172.5K | 0.00% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 10,151 | $189.6K | 0.09% | 00.0% | Unchanged |
| Entropy Technologies, LP | 10,678 | $199.5K | 0.01% | +10,678 | New |
| Quantbot Technologies LP | 11,073 | $206.8K | 0.01% | +11,073 | New |
| Algert Global LLC | 11,601 | $216.7K | 0.00% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 11,872 | $221.8K | 0.06% | +11,872 | New |
| Quotient Wealth Partners, LLC | 12,262 | $229.1K | 0.01% | +12,262 | New |
| SG Americas Securities, LLC | 12,372 | $231.0K | 0.00% | +2,675+27.6% | Added |
| Integrated Advisors Network LLC | 12,566 | $234.7K | 0.01% | +12,566 | New |
| JPMorgan Chase & Co | 12,822 | $234.9K | 0.00% | −18,332−58.8% | Reduced |
| Vanguard Global Advisers, LLC | 12,615 | $235.6K | 0.00% | +12,615 | New |
| Anchyra Partners LLC | 13,540 | $252.9K | 0.08% | +13,540 | New |
| Wells Fargo & Company | 13,552 | $253.2K | 0.00% | −22,979−62.9% | Reduced |
| Commonwealth Financial Services, LLC | 13,595 | $254.0K | 0.04% | +13,595 | New |
| Smithbridge Asset Management Inc | 14,025 | $262.0K | 0.04% | −14,025−50.0% | Reduced |
| DF Dent & Co Inc | 14,500 | $270.9K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 14,693 | $274.5K | 0.00% | +340+2.4% | Added |
| Fiduciary Trust Co | 14,781 | $276.1K | 0.00% | +14,781 | New |
| Sterling Capital Management LLC | 14,985 | $279.9K | 0.01% | −8,766−36.9% | Reduced |
| FMR LLC | 16,070 | $300.2K | 0.00% | +11,065+221.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 16,372 | $305.8K | 0.01% | +16,372 | New |
| STRS Ohio | 16,900 | $315.7K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 17,077 | $319.0K | 0.00% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 19,077 | $356.4K | 0.00% | +19,077 | New |
| Raymond James Financial Inc | 19,583 | $365.8K | 0.00% | +94+0.5% | Added |
| Janney Montgomery Scott LLC | 19,880 | $371.0K | 0.00% | −930−4.5% | Reduced |
| Mercer Global Advisors Inc | 19,979 | $373.2K | 0.00% | −1,712−7.9% | Reduced |
| VARCOV Co. | 20,947 | $391.3K | 0.15% | +20,947 | New |
| Diversify Wealth Management, LLC | 20,791 | $397.5K | 0.01% | +20,791 | New |
| Susquehanna International Group, LLP | 21,373 | $399.2K | 0.00% | +21,373 | New |
| XTX Topco Ltd | 21,804 | $407.3K | 0.01% | +1,926+9.7% | Added |
| Citigroup Inc | 22,834 | $426.5K | 0.00% | +5,701+33.3% | Added |
| Rafferty Asset Management, LLC | 22,981 | $429.3K | 0.00% | +4,114+21.8% | Added |
| SEI Investments Co | 25,234 | $471.4K | 0.00% | +6,960+38.1% | Added |
| Zacks Investment Management | 25,676 | $479.6K | 0.00% | 00.0% | Unchanged |
| Martingale Asset Management L P | 27,400 | $511.8K | 0.01% | −92,703−77.2% | Reduced |
| Alps Advisors Inc | 27,953 | $522.2K | 0.00% | +946+3.5% | Added |
| Mariner, LLC | 28,098 | $524.8K | 0.00% | +13,876+97.6% | Added |
| Royal Bank of Canada | 28,101 | $525.0K | 0.00% | +1,139+4.2% | Added |
| Engineers Gate Manager LP | 30,070 | $561.7K | 0.01% | +30,070 | New |
| Citadel Advisors LLC | 31,097 | $580.9K | 0.00% | −3,058−9.0% | Reduced |
| Man Group plc | 31,709 | $592.3K | 0.00% | +12,656+66.4% | Added |
| Deutsche Bank AG | 32,309 | $603.5K | 0.00% | +5,028+18.4% | Added |
| Thrivent Financial for Lutherans | 32,360 | $605.0K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 38,681 | $722.5K | 0.00% | +324+0.8% | Added |
| Bailard, Inc. | 43,925 | $820.5K | 0.02% | −1,800−3.9% | Reduced |
| Principal Financial Group Inc | 44,633 | $833.7K | 0.00% | +44,633 | New |
| Invesco Ltd. | 44,958 | $839.8K | 0.00% | −1,879−4.0% | Reduced |