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
$17.60
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
5,827,215
Total reported value
$97,947,817
% of total 13F portfolios
0%
Share change
+161,566
Value change
+$2,998,695
Number of holders
52
Price from insider filings
$17.60
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 31 Dec 2025, 52 institutional investors reported holding 5,827,215 shares of Avidia Bancorp, Inc. - COMMON STOCK (AVBC). This represents 29% 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 27% 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. 5.8% 1,166,125 -4.3% 0.01% $19,603,000
VANGUARD GROUP INC 5% 993,638 +0.24% 0% $16,703,055
WELLINGTON MANAGEMENT GROUP LLP 4% 808,335 -9.7% 0% $13,588,111
FJ Capital Management LLC 2.5% 497,258 0% 0.92% $8,358,907
BlackRock, Inc. 1.4% 278,860 +2.3% 0% $4,687,637
M3F, Inc. 1.1% 222,361 -32% 1% $3,738,000
GEODE CAPITAL MANAGEMENT, LLC 0.99% 196,855 +1.8% 0% $3,310,616
TWO SIGMA INVESTMENTS, LP 0.79% 158,122 -35% 0% $2,658,031
ALLIANCEBERNSTEIN L.P. 0.68% 134,876 +43% 0% $2,267,266
HENNESSY ADVISORS INC 0.48% 95,000 +138% 0.06% $1,596,950
MORGAN STANLEY 0.44% 88,136 +849% 0% $1,481,566
MARSHALL WACE, LLP 0.4% 78,997 0% $1,327,938
FRANKLIN RESOURCES INC 0.38% 76,498 -1.9% 0% $1,285,931
MILLENNIUM MANAGEMENT LLC 0.35% 70,453 0% $1,184,315
COMMONWEALTH EQUITY SERVICES, LLC 0.34% 68,844 +29% 0% $1,157,270
GOLDMAN SACHS GROUP INC 0.33% 65,174 -19% 0% $1,095,575
STATE STREET CORP 0.28% 55,122 +103% 0% $926,601
IRONWOOD INVESTMENT MANAGEMENT LLC 0.27% 54,186 -0.26% 0.38% $910,867
TWO SIGMA ADVISERS, LP 0.25% 49,500 +74% 0% $832,095
JPMORGAN CHASE & CO 0.21% 42,073 +467378% 0% $707,247
NORTHERN TRUST CORP 0.21% 41,850 +9.1% 0% $703,499
Polaris Capital Management, LLC 0.2% 40,000 0% 0.06% $672,400
STILWELL VALUE LLC 0.2% 40,000 0% 0.37% $672,400
BNP PARIBAS FINANCIAL MARKETS 0.19% 38,680 0% 0% $650,211
MALTESE CAPITAL MANAGEMENT LLC 0.19% 38,250 -20% 0.11% $642,982

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 5,827,215 $97,947,817 +$2,998,695 $16.81 52
2025 Q3 5,667,696 $84,677,177 +$84,677,177 $14.94 37