CIVISTA BANCSHARES, INC. - Common Stock (CIVB) Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2015 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
CIVB on Nasdaq
Shares outstanding
19,395,592
Price per share
$22.22
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
12,910,509
Total reported value
$262,228,658
% of total 13F portfolios
0%
Share change
+4,050,739
Value change
+$81,505,779
Number of holders
130
Price from insider filings
$22.22
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of CIVISTA BANCSHARES, INC. - Common Stock (CIVB) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
WELLINGTON MANAGEMENT GROUP LLP 7.6% $29,938,260 1,474,065 Wellington Management Group LLP 30 Sep 2025
BlackRock, Inc. 6.4% -19% $25,024,771 +$274,904 1,232,195 +1.1% BlackRock, Inc. 30 Sep 2025
DIMENSIONAL FUND ADVISORS LP 4.5% $17,662,856 869,663 Dimensional Fund Advisors LP 30 Sep 2025

As of 30 Sep 2025, 130 institutional investors reported holding 12,910,509 shares of CIVISTA BANCSHARES, INC. - Common Stock (CIVB). This represents 67% of the company’s total 19,395,592 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of CIVISTA BANCSHARES, INC. - Common Stock (CIVB) together control 53% 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
WELLINGTON MANAGEMENT GROUP LLP 7.6% 1,474,065 +1092% 0.01% $29,938,260
BlackRock, Inc. 7.4% 1,437,379 +3.8% 0% $29,193,168
VANGUARD GROUP INC 5.3% 1,021,787 +19% 0% $20,752,494
DIMENSIONAL FUND ADVISORS LP 4.5% 869,663 +3.2% 0% $17,662,845
MANUFACTURERS LIFE INSURANCE COMPANY, THE 3.1% 592,278 +32% 0.01% $12,029,166
ENDEAVOUR CAPITAL ADVISORS INC 2.8% 548,213 3.4% $11,134,206
GEODE CAPITAL MANAGEMENT, LLC 2.2% 430,437 +17% 0% $8,744,195
STATE STREET CORP 2% 385,828 +19% 0% $7,836,167
ALLIANCEBERNSTEIN L.P. 1.8% 355,472 +2905% 0% $7,219,636
MALTESE CAPITAL MANAGEMENT LLC 1.5% 284,000 +93% 0.87% $5,768,040
ROYCE & ASSOCIATES LP 1.4% 274,958 0.06% $5,584,397
AMERICAN CENTURY COMPANIES INC 1.2% 232,413 -5.6% 0% $4,720,308
MENDON CAPITAL ADVISORS CORP 1.2% 225,335 -10% 2.1% $4,588,754
Fourthstone LLC 1.1% 216,410 +970% 0.79% $4,395,287
UBS Group AG 1.1% 210,739 +127% 0% $4,280,110
RITHOLTZ WEALTH MANAGEMENT 1.1% 209,616 -5.6% 0.08% $4,257,301
Curi Capital, LLC 1% 200,205 -2.3% 0.07% $4,066,164
JACOBS ASSET MANAGEMENT, LLC 1% 200,000 2.2% $4,062,000
BEESE FULMER INVESTMENT MANAGEMENT, INC. 0.85% 163,987 -1.3% 0.23% $3,330,576
NORTHERN TRUST CORP 0.83% 161,060 -4% 0% $3,271,128
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.79% 153,728 -9.1% 0.01% $3,122,216
LSV ASSET MANAGEMENT 0.79% 152,426 -20% 0.01% $3,096,000
Summit Financial Strategies, Inc. 0.74% 142,856 -0.07% 0.25% $2,901,405
Hillsdale Investment Management Inc. 0.68% 132,711 +44% 0.08% $2,695,361
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.59% 114,844 0% 0.01% $2,332,482

Institutional Holders of CIVISTA BANCSHARES, INC. - Common Stock (CIVB) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 140,423 $3,120,201 -$1,593,352 $22.22 6
2025 Q3 12,910,509 $262,228,658 +$81,505,779 $20.31 130
2025 Q2 8,857,701 $205,515,164 +$9,238,660 $23.20 128
2025 Q1 8,476,320 $165,624,964 +$168,411 $19.54 116
2024 Q4 8,463,759 $178,078,124 +$7,645,685 $21.04 113
2024 Q3 8,120,096 $144,702,075 -$1,234,342 $17.82 102
2024 Q2 8,224,527 $127,390,220 +$1,166,791 $15.49 92
2024 Q1 8,130,837 $125,052,023 -$1,197,836 $15.38 93
2023 Q4 8,169,033 $150,638,455 +$2,080,185 $18.44 87
2023 Q3 7,873,487 $122,037,736 -$30,952 $15.50 85
2023 Q2 7,895,249 $137,377,185 +$1,007,237 $17.40 88
2023 Q1 7,811,277 $131,840,864 -$2,868,975 $16.88 92
2022 Q4 7,899,940 $173,904,744 +$950,162 $22.01 102
2022 Q3 7,871,548 $163,429,295 -$1,225,525 $20.76 96
2022 Q2 7,906,019 $168,091,618 +$2,059,704 $21.26 97
2022 Q1 7,969,347 $192,065,657 +$996,040 $24.10 104
2021 Q4 7,926,789 $193,362,452 -$72,372 $24.40 105
2021 Q3 7,876,706 $182,952,546 -$7,260,498 $23.23 97
2021 Q2 8,217,709 $181,607,219 -$3,334,277 $22.10 91
2021 Q1 8,369,316 $191,990,721 -$3,392,064 $22.94 93
2020 Q4 8,469,354 $148,473,327 +$1,637,253 $17.53 87
2020 Q3 8,467,822 $106,023,469 -$4,829,979 $12.52 90
2020 Q2 8,760,452 $134,599,741 +$2,849,590 $15.40 94
2020 Q1 8,583,017 $128,695,552 -$11,279,960 $14.96 93
2019 Q4 9,110,203 $218,639,152 +$16,921,417 $24.00 102
2019 Q3 8,685,801 $188,776,138 +$2,622,668 $21.73 81
2019 Q2 8,564,126 $192,269,016 +$4,318,235 $22.45 78
2019 Q1 8,455,899 $184,586,900 +$8,766,604 $21.83 78
2018 Q4 8,107,981 $141,253,729 +$3,847,026 $17.42 83
2018 Q3 7,828,237 $188,576,882 +$48,459,339 $24.09 86
2018 Q2 5,816,022 $140,977,123 +$18,533,365 $24.24 81
2018 Q1 5,053,584 $115,323,924 +$10,106,541 $22.86 68
2017 Q4 4,616,560 $101,573,374 +$2,694,020 $22.00 70
2017 Q3 4,471,773 $99,901,257 +$3,913,595 $22.34 70
2017 Q2 4,309,123 $89,968,950 +$16,520,582 $20.88 71
2017 Q1 3,503,568 $77,614,403 +$43,066,675 $22.16 65
2016 Q4 1,650,676 $32,066,650 +$7,971,151 $19.43 48
2016 Q3 1,234,527 $17,501,038 +$4,197,420 $14.18 37
2016 Q2 939,989 $12,317,331 +$684,828 $13.11 34
2016 Q1 888,000 $9,153,141 +$1,249,999 $10.31 32
2015 Q4 758,579 $9,730,485 +$790,141 $12.83 27
2015 Q3 697,128 $7,070,980 +$919,393 $10.13 25
2015 Q2 606,438 $6,548,000 +$6,439,000 $10.80 26