Uscb Financial Holdings, Inc.
USCB- Exchange
- Nasdaq
- Industry
- State Commercial Banks
- SEC CIK
- 0001901637
No open-market purchases or sales by Uscb Financial Holdings, Inc. insiders were filed in the last 90 days; 95 institutions reported holding it in 13F filings for Q2 2026, worth $253.1M in total; no superinvestor holds it.
13F holders, Q3 2024
Institutional positions in Uscb Financial Holdings, Inc. as of Sep 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
- 67
- +6 vs. Q2 2024
- Shares held
- 12.1M
- +958.8K (+8.6%) vs. Q2 2024
- Total value
- $184.9M
- +$39.8M (+27.5%) vs. Q2 2024
- New holders
- 11
- 22 more added
- Sold out
- 5
- 18 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting USCB 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 | 95 | $253.1M |
| Q1 2026 | 93 | $215.4M |
| Q4 2025 | 92 | $207.4M |
| Q3 2025 | 84 | $196.4M |
| Q2 2025 | 74 | $210.0M |
| Q1 2025 | 70 | $235.1M |
| Q4 2024 | 68 | $221.4M |
| Q3 2024 | 67 | $184.9M |
| Q2 2024 | 62 | $153.3M |
| Q1 2024 | 53 | $136.6M |
| Q4 2023 | 54 | $146.8M |
| Q3 2023 | 49 | $121.0M |
| Q2 2023 | 49 | $116.2M |
| Q1 2023 | 49 | $111.3M |
| Q4 2022 | 47 | $129.4M |
| Q3 2022 | 45 | $133.1M |
| Q2 2022 | 49 | $116.2M |
| Q1 2022 | 35 | $136.0M |
| Q4 2021 | 31 | $140.6M |
| Q3 2021 | 24 | $107.2M |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding Uscb Financial Holdings, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 22 | $0 | 0.00% | −39−63.9% | Reduced |
| Sterling Capital Management LLC | 27 | $412 | 0.00% | +27 | New |
| Principal Securities, Inc. | 34 | $519 | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 36 | $549 | 0.00% | +36 | New |
| Nisa Investment Advisors, LLC | 41 | $625 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 95 | $1.00K | 0.00% | +64+206.5% | Added |
| Advisor Group Holdings, Inc. | 175 | $2.67K | 0.00% | +175 | New |
| Harbor Capital Advisors, Inc. | 304 | $5.00K | 0.00% | +304 | New |
| Amalgamated Bank | 374 | $6.00K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 400 | $6.10K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 425 | $6.48K | 0.00% | +425 | New |
| Tower Research Capital LLC (TRC) | 536 | $8.17K | 0.00% | −3,435−86.5% | Reduced |
| FMR LLC | 678 | $10.3K | 0.00% | −3−0.4% | Reduced |
| California State Teachers Retirement System | 759 | $11.6K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 808 | $12.3K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 889 | $13.6K | 0.00% | +700+370.4% | Added |
| Legal & General Group Plc | 980 | $14.9K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,143 | $17.0K | 0.00% | +158+16.0% | Added |
| Russell Investments Group, Ltd. | 1,334 | $20.3K | 0.00% | −15−1.1% | Reduced |
| Wells Fargo & Company | 4,368 | $66.6K | 0.00% | +114+2.7% | Added |
| Corebridge Financial, Inc. | 5,599 | $85.4K | 0.00% | −34−0.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 5,745 | $87.6K | 0.00% | +864+17.7% | Added |
| MetLife Investment Management | 6,656 | $101.5K | 0.00% | +3,750+129.0% | Added |
| Citigroup Inc | 8,111 | $123.7K | 0.00% | +5,661+231.1% | Added |
| Deutsche Bank AG | 8,493 | $129.5K | 0.00% | −3,303−28.0% | Reduced |
| UBS Group AG | 8,509 | $129.8K | 0.00% | +5,303+165.4% | Added |
| Acadian Asset Management LLC | 9,986 | $152.0K | 0.00% | +9,986 | New |
| First Manhattan Co | 10,000 | $152.5K | 0.00% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 15,564 | $237.4K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 15,700 | $239.4K | 0.02% | +15,700 | New |
| Stifel Financial Corp | 16,015 | $244.2K | 0.00% | +16,015 | New |
| Bridgeway Capital Management, LLC | 17,500 | $266.9K | 0.01% | 00.0% | Unchanged |
| Rhumbline Advisers | 17,579 | $268.1K | 0.00% | +1,516+9.4% | Added |
| JPMorgan Chase & Co | 19,686 | $300.2K | 0.00% | +13,692+228.4% | Added |
| HSBC Holdings PLC | 19,940 | $308.7K | 0.00% | +9,136+84.6% | Added |
| Bank of America Corp | 20,300 | $309.6K | 0.00% | +4,749+30.5% | Added |
| Citadel Advisors LLC | 21,044 | $320.9K | 0.00% | −1,873−8.2% | Reduced |
| Bank of New York Mellon Corp | 22,731 | $346.6K | 0.00% | −7,259−24.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 26,939 | $410.8K | 0.00% | +26,939 | New |
| Keeley-Teton Advisors, LLC | 28,800 | $439.2K | 0.05% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 29,079 | $443.5K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 30,331 | $462.5K | 0.00% | −1,500−4.7% | Reduced |
| Salzhauer Michael | 31,000 | $472.8K | 0.30% | 00.0% | Unchanged |
| Barclays PLC | 32,400 | $494.1K | 0.00% | +11,866+57.8% | Added |
| Millennium Management LLC | 39,061 | $595.7K | 0.00% | +21,201+118.7% | Added |
| Goldman Sachs Group Inc | 45,220 | $689.6K | 0.00% | −35,706−44.1% | Reduced |
| Morgan Stanley | 51,110 | $779.4K | 0.00% | +20,123+64.9% | Added |
| ELCO Management Co., LLC | 58,209 | $887.7K | 0.48% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 69,669 | $1.06M | 0.02% | −1,831−2.6% | Reduced |
| Northern Trust Corp | 84,335 | $1.29M | 0.00% | −1,799−2.1% | Reduced |
| Dimensional Fund Advisors LP | 89,398 | $1.36M | 0.00% | +22,749+34.1% | Added |
| Renaissance Technologies LLC | 99,600 | $1.52M | 0.00% | +33,199+50.0% | Added |
| Bessemer Group Inc | 113,602 | $1.73M | 0.00% | +113,602 | New |
| Elizabeth Park Capital Advisors, Ltd. | 118,856 | $1.81M | 1.46% | 00.0% | Unchanged |
| State Street Corp | 123,820 | $1.89M | 0.00% | +311+0.3% | Added |
| Banc Funds Co LLC | 149,230 | $2.28M | 0.25% | −17,100−10.3% | Reduced |
| Geode Capital Management, LLC | 237,892 | $3.63M | 0.00% | +3,250+1.4% | Added |
| Maltese Capital Management LLC | 329,917 | $5.03M | 0.81% | −4,683−1.4% | Reduced |
| Pacific Ridge Capital Partners, LLC | 388,116 | $5.92M | 1.40% | −28,543−6.9% | Reduced |
| Vanguard Group Inc | 443,861 | $6.77M | 0.00% | +9,558+2.2% | Added |
| Basswood Capital Management, L.L.C. | 550,349 | $8.39M | 0.43% | +101,384+22.6% | Added |
| RMB Capital Management, LLC | 570,636 | $8.70M | 0.20% | −39,500−6.5% | Reduced |
| Mendon Capital Advisors Corp | 628,605 | $9.59M | 6.50% | +18,469+3.0% | Added |
| BlackRock, Inc. | 720,567 | $11.0M | 0.00% | +720,567 | New |
| Alliancebernstein L.P. | 906,388 | $13.8M | 0.00% | −13,334−1.4% | Reduced |
| Endeavour Capital Advisors Inc | 1,375,707 | $21.0M | 6.58% | −2,321−0.2% | Reduced |
| Patriot Financial Partners GP, LP | 4,485,909 | $68.4M | 24.15% | 00.0% | Unchanged |
| Raymond James & Associates | 0 | $0 | 0.00% | −22,086−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −16,183−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −12,068−100.0% | Sold out |
| LSV Asset Management | 0 | $0 | 0.00% | −10,200−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −10,025−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |