Latest Period
Q1 2026
Security Snapshot
AUBURN NATIONAL BANCORPORATION, INC - Common Stock, par value $0.01 (AUBN) Institutional Ownership
CUSIP: 050473107
13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026
Institutions Reporting
24
Shares (Excl. Options)
397,933
Price
$23.86
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- Security type / class
- Equity / Common Stock, par value $0.01
- Symbol
- AUBN on Nasdaq
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 397,933
- Total 13F value
- $9,496,429
- Portfolio coverage rank
- 0%
- Share change
- -599
- Value change
- -$132,731
- Number of holders
- 24
- Shares outstanding
- 3,489,417
- SEC-reported price per share
- $25.15
- Insider filing price
- $25.15
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- AUBN - AUBURN NATIONAL BANCORPORATION, INC - Common Stock, par value $0.01 is tracked under CUSIP 050473107.
- 24 institutions reported positions in Q1 2026.
- 3 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 23 to 24 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $11,470,242 to $9,496,429.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 24 institutions filings for Q1 2026.
Security key
050473107
Latest holder period
Q1 2026
13F holders
24
13D/G owners
3
CIK / CUSIP context first
Open Q1 2026 holders
AUBN full holder history
AUBURN NATIONAL BANCORPORATION, INC SEC filings
AUBURN NATIONAL BANCORPORATION, INC company facts
AUBURN NATIONAL BANCORPORATION, INC insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 050473107:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
3
Security
AUBN
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| MAY ANNE M | 8.3% | $6,939,018 | 288,885 | Anne M. May | 11 Sep 2025 | |||
| Spencer Sandra J. | 7.4% | $6,202,300 | 258,214 | Sandra J. Spencer | 11 Sep 2025 | |||
| Spencer Bruce Steven | 7.2% | $6,034,737 | 251,238 | Bruce Steven Spencer | 11 Sep 2025 |
As of 31 Mar 2026, 24 institutional investors reported holding 397,933 shares of AUBURN NATIONAL BANCORPORATION, INC - Common Stock, par value $0.01 (AUBN). This represents 11% of the company’s total 3,489,417 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
11%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| LPL Financial LLC | 1.4% | 50,573 | -1.9% | 0% | $1,206,921 |
| Truffle Hound Capital, LLC | 1.4% | 50,000 | 0% | 0.73% | $1,193,250 |
| DIMENSIONAL FUND ADVISORS LP | 1.2% | 41,847 | 0% | 0% | $998,678 |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.1% | 39,562 | 0% | 0% | $944,147 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.93% | 32,281 | +4.7% | 0.02% | $770,386 |
| Aptus Capital Advisors, LLC | 0.78% | 27,290 | 0% | 0.01% | $651,276 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.72% | 25,229 | -1.6% | 0% | $602,239 |
| TRUIST FINANCIAL CORP | 0.56% | 19,553 | 0% | 0% | $466,632 |
| CAPTRUST FINANCIAL ADVISORS | 0.55% | 19,188 | +113% | 0% | $457,924 |
| Empowered Funds, LLC | 0.48% | 16,781 | 0% | $400,479 | |
| RENAISSANCE TECHNOLOGIES LLC | 0.47% | 16,509 | 0% | 0% | $393,987 |
| VANGUARD FIDUCIARY TRUST CO | 0.36% | 12,669 | 0% | 0% | $302,346 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 0.36% | 12,514 | +0.03% | 0.04% | $298,650 |
| RBF Capital, LLC | 0.29% | 10,000 | 0% | 0.01% | $238,650 |
| M3F, Inc. | 0.26% | 9,151 | 0.05% | $218,000 | |
| BlackRock, Inc. | 0.23% | 7,920 | +17% | 0% | $189,011 |
| MORGAN STANLEY | 0.11% | 3,875 | 0% | 0% | $92,477 |
| OSAIC HOLDINGS, INC. | 0.04% | 1,301 | 0% | 0% | $31,045 |
| Vanguard Global Advisers, LLC | 0.03% | 964 | 0% | 0% | $23,006 |
| EverSource Wealth Advisors, LLC | 0.02% | 540 | +100% | 0% | $12,888 |
| Blue Trust, Inc. | 0% | 98 | 0% | 0% | $2,339 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0% | 61 | 0% | $1,456 | |
| JPMORGAN CHASE & CO | 0% | 14 | 0% | 0% | $332 |
| UBS Group AG | 0% | 13 | -19% | 0% | $310 |
| Farther Finance Advisors, LLC | 0% | 0 | -100% | $0 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 397,933 | $9,496,429 | -$132,731 | $23.86 | 24 |
| 2025 Q4 | 425,606 | $11,470,242 | +$239,873 | $26.95 | 23 |
| 2025 Q3 | 432,346 | $11,362,187 | +$1,442,522 | $26.62 | 24 |
| 2025 Q2 | 376,048 | $9,621,354 | +$781,265 | $25.00 | 25 |
| 2025 Q1 | 344,912 | $7,447,134 | -$221,706 | $21.59 | 23 |
| 2024 Q4 | 350,911 | $8,243,072 | +$990,084 | $23.49 | 24 |
| 2024 Q3 | 297,182 | $6,805,613 | +$762,344 | $22.90 | 20 |
| 2024 Q2 | 264,116 | $4,831,008 | -$534,896 | $18.29 | 20 |
| 2024 Q1 | 290,485 | $5,596,434 | -$215,746 | $19.28 | 20 |
| 2023 Q4 | 299,507 | $6,373,628 | +$254,258 | $21.28 | 22 |
| 2023 Q3 | 287,559 | $6,147,991 | +$632,450 | $21.40 | 23 |
| 2023 Q2 | 244,343 | $5,215,196 | -$448,331 | $21.26 | 20 |
| 2023 Q1 | 265,778 | $6,023,397 | +$25,683 | $22.66 | 20 |
| 2022 Q4 | 264,672 | $6,104,699 | -$48,346 | $23.00 | 21 |
| 2022 Q3 | 282,002 | $6,474,987 | -$125,630 | $23.02 | 18 |
| 2022 Q2 | 269,474 | $7,286,027 | -$37,808 | $27.02 | 21 |
| 2022 Q1 | 267,839 | $8,877,429 | +$256,512 | $33.18 | 22 |
| 2021 Q4 | 260,332 | $8,353,420 | -$586,342 | $32.30 | 24 |
| 2021 Q3 | 278,685 | $9,440,442 | -$1,177,808 | $33.92 | 27 |
| 2021 Q2 | 312,387 | $11,081,461 | -$6,213,695 | $35.48 | 31 |
| 2021 Q1 | 481,406 | $18,473,130 | -$52,363 | $38.37 | 33 |
| 2020 Q4 | 480,793 | $20,044,721 | +$1,046,970 | $41.69 | 37 |
| 2020 Q3 | 455,991 | $16,548,073 | -$1,090,367 | $36.28 | 39 |
| 2020 Q2 | 472,953 | $26,997,024 | +$8,571,972 | $57.09 | 43 |
| 2020 Q1 | 358,351 | $14,602,346 | +$602,726 | $41.71 | 26 |