Avidia Bancorp, Inc. - COMMON STOCK (AVBC) Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2025 to Q4 2025

Type / Class
Equity / COMMON STOCK
Symbol
AVBC on NYSE
Shares outstanding
19,971,311
Price per share
$16.81
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
5,667,696
Total reported value
$84,677,177
% of total 13F portfolios
0%
Share change
+5,667,696
Value change
+$84,677,177
Number of holders
37
Price from insider filings
$16.81
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Avidia Bancorp, Inc. - COMMON STOCK (AVBC) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Avidia Bank Employee Stock Ownership Plan Trust 8% $23,995,134 1,606,100 Avidia Bank Employee Stock Ownership Plan Trust 30 Sep 2025
T. Rowe Price Investment Management, Inc. 6.1% $18,200,655 1,218,250 T. Rowe Price Investment Management, Inc. 30 Sep 2025

As of 30 Sep 2025, 37 institutional investors reported holding 5,667,696 shares of Avidia Bancorp, Inc. - COMMON STOCK (AVBC). This represents 28% of the company’s total 19,971,311 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Avidia Bancorp, Inc. - COMMON STOCK (AVBC) together control 28% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
T. Rowe Price Investment Management, Inc. 6.1% 1,218,250 0.01% $18,201,000
VANGUARD GROUP INC 5% 991,298 0% $14,809,993
WELLINGTON MANAGEMENT GROUP LLP 4.5% 895,656 0% $13,381,101
FJ Capital Management LLC 2.5% 497,258 0.8% $7,429,034
M3F, Inc. 1.6% 328,766 1.4% $4,912,000
BlackRock, Inc. 1.4% 272,588 0% $4,072,465
TWO SIGMA INVESTMENTS, LP 1.2% 243,218 0.01% $3,633,677
GEODE CAPITAL MANAGEMENT, LLC 0.97% 193,446 0% $2,891,469
CITADEL ADVISORS LLC 0.59% 118,249 0% $1,766,640
ALLIANCEBERNSTEIN L.P. 0.47% 94,021 0% $1,404,674
GOLDMAN SACHS GROUP INC 0.4% 80,260 0% $1,199,084
FRANKLIN RESOURCES INC 0.39% 77,998 0% $1,165,290
IRONWOOD INVESTMENT MANAGEMENT LLC 0.27% 54,325 0.35% $811,615
COMMONWEALTH EQUITY SERVICES, LLC 0.27% 53,344 0% $797,000
MALTESE CAPITAL MANAGEMENT LLC 0.24% 48,000 0.11% $717,121
MELFA WEALTH MANAGEMENT, INC. 0.23% 45,000 0.39% $672,300
STILWELL VALUE LLC 0.2% 40,000 0.28% $597,600
HENNESSY ADVISORS INC 0.2% 40,000 0.02% $597,600
Polaris Capital Management, LLC 0.2% 40,000 0.04% $597,600
NORTHERN TRUST CORP 0.19% 38,355 0% $573,024
MERCER GLOBAL ADVISORS INC /ADV 0.17% 34,824 0% $520,270
Freestone Capital Holdings, LLC 0.17% 34,751 0.02% $519,180
Point72 (DIFC) Ltd 0.15% 30,593 0.03% $457,056
TWO SIGMA ADVISERS, LP 0.14% 28,500 0% $425,790
STATE STREET CORP 0.14% 27,162 0% $405,800

Institutional Holders of Avidia Bancorp, Inc. - COMMON STOCK (AVBC) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 63,083 $1,050,244 +$122,331 $16.81 4
2025 Q3 5,667,696 $84,677,177 +$84,677,177 $14.94 37