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SR Bancorp, Inc.

SRBK
Exchange
Nasdaq
Industry
Savings Institutions, Not Federally Chartered
SEC CIK
0001951276

In the last 90 days, SR Bancorp, Inc. insiders filed 1 open-market purchase and 0 sales; 75 institutions reported holding it in 13F filings for Q2 2026, worth $54.3M in total; no superinvestor holds it.

13F holders, Q3 2025

Institutional positions in SR Bancorp, Inc. as of Sep 30, 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
57
+16 vs. Q2 2025
Shares held
2.39M
−130.3K (−5.2%) vs. Q2 2025
Total value
$35.8M
+$1.74M (+5.1%) vs. Q2 2025
New holders
19
15 more added
Sold out
3
17 more reduced

Compare with Q2 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting SRBK 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 holdersQ3 2025: 57 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 8 institutionsQ4 2023: 16 institutionsQ1 2024: 15 institutionsQ2 2024: 15 institutionsQ3 2024: 19 institutionsQ4 2024: 18 institutionsQ1 2025: 22 institutionsQ2 2025: 41 institutionsQ3 2025: 57 institutionsQ4 2025: 63 institutionsQ1 2026: 70 institutionsQ2 2026: 75 institutions
Value heldQ3 2025: $35.8M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $4.74MQ4 2023: $14.3MQ1 2024: $16.1MQ2 2024: $16.8MQ3 2024: $22.8MQ4 2024: $26.6MQ1 2025: $26.8MQ2 2025: $34.0MQ3 2025: $35.8MQ4 2025: $40.6MQ1 2026: $44.9MQ2 2026: $54.3M
Institutions holding SRBK and their total value by quarter
QuarterHoldersValue
Q2 202675$54.3M
Q1 202670$44.9M
Q4 202563$40.6M
Q3 202557$35.8M
Q2 202541$34.0M
Q1 202522$26.8M
Q4 202418$26.6M
Q3 202419$22.8M
Q2 202415$16.8M
Q1 202415$16.1M
Q4 202316$14.3M
Q3 20238$4.74M
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding SR Bancorp, Inc.; share changes are against Q2 2025.

Institutions holding SRBK in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc473,932$7.15M0.00%−35,122−6.9%Reduced
BlackRock, Inc.463,101$6.99M0.00%+15,643+3.5%Added
Renaissance Technologies LLC214,500$3.24M0.00%+10,400+5.1%Added
Geode Capital Management, LLC178,577$2.70M0.00%−8,428−4.5%Reduced
Mangrove Partners173,310$2.62M0.22%+8,492+5.2%Added
Alliancebernstein L.P.144,577$2.18M0.00%−192,518−57.1%Reduced
State Street Corp80,781$1.22M0.00%+15,424+23.6%Added
Acadian Asset Management LLC78,573$1.18M0.00%+47,960+156.7%Added
Northern Trust Corp59,289$894.7K0.00%−4,035−6.4%Reduced
Dimensional Fund Advisors LP49,708$749.7K0.00%−5,667−10.2%Reduced
Covalent Partners LLC40,260$607.5K2.96%+40,260New
Stilwell Value LLC40,000$603.6K0.28%00.0%Unchanged
Arcus Capital Partners, LLC38,488$580.8K0.25%00.0%Unchanged
STRS Ohio35,400$534.2K0.00%−1,800−4.8%Reduced
Pekin Hardy Strauss, Inc.31,000$467.8K0.05%+2,000+6.9%Added
UBS Group AG25,561$385.7K0.00%+14,660+134.5%Added
Panagora Asset Management Inc24,454$369.0K0.00%+11,529+89.2%Added
Bank of New York Mellon Corp23,089$348.4K0.00%+1,661+7.8%Added
Charles Schwab Investment Management Inc22,931$346.0K0.00%−628−2.7%Reduced
Marshall Wace, LLP22,190$334.8K0.00%−9,948−31.0%Reduced
Nuveen, LLC19,986$301.6K0.00%+19,986New
Two Sigma Investments, LP19,241$290.3K0.00%+19,241New
Morgan Stanley18,035$272.1K0.00%−1,647−8.4%Reduced
Goldman Sachs Group Inc16,458$248.4K0.00%+16,458New
Trexquant Investment LP13,179$198.9K0.00%+13,179New
Barclays PLC10,913$164.7K0.00%−3,020−21.7%Reduced
Arrowstreet Capital, Limited Partnership10,428$157.4K0.00%−1,029−9.0%Reduced
Rhumbline Advisers7,380$111.4K0.00%−322−4.2%Reduced
JPMorgan Chase & Co6,576$99.2K0.00%+2,843+76.2%Added
Wells Fargo & Company5,875$88.7K0.00%+825+16.3%Added
Mirae Asset Global ETFs Holdings Ltd.3,667$55.3K0.00%−631−14.7%Reduced
Russell Investments Group, Ltd.3,580$53.4K0.00%+3,580New
Bank of America Corp2,995$45.2K0.00%−369−11.0%Reduced
BNP Paribas Arbitrage, SA2,353$35.5K0.00%+1,381+142.1%Added
Police & Firemen's Retirement System of New Jersey2,184$33.0K0.00%+2,184New
Tower Research Capital LLC (TRC)1,907$28.8K0.00%+1,844+2,927.0%Added
New York State Common Retirement Fund1,076$16.2K0.00%−6,524−85.8%Reduced
Ameritas Investment Partners, Inc.804$12.1K0.00%00.0%Unchanged
Legal & General Group Plc705$10.6K0.00%00.0%Unchanged
Sterling Capital Management LLC529$7.98K0.00%+317+149.5%Added
California State Teachers Retirement System491$7.41K0.00%00.0%Unchanged
Amalgamated Bank269$4.00K0.00%00.0%Unchanged
American Capital Advisory, LLC200$3.02K0.00%+100+100.0%Added
Royal Bank of Canada133$2.00K0.00%−1,257−90.4%Reduced
CWM, LLC138$2.00K0.00%+138New
The PNC Financial Services Group, Inc.98$1.48K0.00%+98New
SRS Capital Advisors, Inc.92$1.39K0.00%+92New
Citigroup Inc90$1.36K0.00%−2,551−96.6%Reduced
Essential Partners LLC88$1.33K0.00%+88New
FMR LLC49$7390.00%+49New
Massmutual Trust Co FSB33$4980.00%+33New
IFP Advisors, Inc17$2570.00%+17New
Farther Finance Advisors, LLC10$1510.00%+10New
Allworth Financial LP8$1210.00%+8New
EverSource Wealth Advisors, LLC4$600.00%+4New
True Wealth Design, LLC3$460.00%+3New
Summit Wealth Group LLC19,822––+19,822New
Mink Brook Asset Management LLC0$00.00%−96,963−100.0%Sold out
Deutsche Bank AG0$00.00%−16,574−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−11,613−100.0%Sold out