Security Snapshot

ISABELLA BANK CORP - Common Stock (ISBA) Institutional Ownership

CUSIP: 464214105

13F Institutional Holders and Ownership History from Q4 2015 to Q2 2026

Latest Period

Q2 2026

Institutions Reporting

58

Shares (Excl. Options)

1,558,116

Price

$39.50

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+552,790
Value change
+$20,381,456
Number of holders
58
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
7,303,609
SEC-reported price per share
$39.19
Insider filing price
$39.19
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • ISBA - ISABELLA BANK CORP - Common Stock is tracked under CUSIP 464214105.
  • 58 institutions reported positions in Q2 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 43 to 58 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $45,847,193 to $61,562,296.

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

Latest holder context comes from 58 institutions filings for Q2 2026.

Open SEC evidence

Security key

464214105

Latest holder period

Q2 2026

13F holders

58

13D/G owners

1

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
1
Security
ISBA
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 6.4% $18,463,524 467,431 BlackRock, Inc. 30 Jun 2026

As of 30 Jun 2026, 58 institutional investors reported holding 1,558,116 shares of ISABELLA BANK CORP - Common Stock (ISBA). This represents 21% of the company’s total 7,303,609 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
20%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 6.4% 467,431 +366% 0% $18,463,525
VANGUARD CAPITAL MANAGEMENT LLC 4.1% 299,599 +9.3% 0% $11,834,161
GEODE CAPITAL MANAGEMENT, LLC 2.4% 176,251 +119% 0% $6,963,500
STATE STREET CORP 1.2% 86,581 +293% 0% $3,419,950
NORTHERN TRUST CORP 0.73% 53,471 +263% 0% $2,112,105
VANGUARD PORTFOLIO MANAGEMENT LLC 0.64% 46,742 0% $1,846,309
VANGUARD FIDUCIARY TRUST CO 0.64% 46,482 +14% 0% $1,836,039
HARBOUR INVESTMENTS, INC. 0.45% 32,988 +22% 0.02% $1,303,040
VICTORY CAPITAL MANAGEMENT INC 0.42% 31,000 0% $1,224,500
GOLDMAN SACHS GROUP INC 0.38% 27,462 +32% 0% $1,084,749
TWO SIGMA INVESTMENTS, LP 0.33% 23,858 0% $942,391
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.28% 20,321 0% $802,680
AMERICAN CENTURY COMPANIES INC 0.27% 19,931 +10% 0% $787,274
MARSHALL WACE, LLP 0.27% 19,865 -63% 0% $784,670
Bank of New York Mellon Corp 0.23% 16,773 0% $662,525
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.19% 14,240 0% 0.01% $562,480
CITADEL ADVISORS LLC 0.19% 14,147 +167% 0% $558,807
Nuveen, LLC 0.17% 12,690 0% $501,256
Integrated Wealth Concepts LLC 0.17% 12,214 +101% 0% $482,432
BANK OF AMERICA CORP /DE/ 0.14% 10,550 +13% 0% $416,725
Walleye Capital LLC 0.12% 8,994 0% $355,263
DIMENSIONAL FUND ADVISORS LP 0.12% 8,840 0% 0% $349,883
Gradient Investments LLC 0.12% 8,534 0% $337,093
Mattson Financial Services, LLC 0.12% 8,534 0.07% $347,504
Qube Research & Technologies Ltd 0.1% 7,358 -66% 0% $290,641

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
19
Latest
Q2 2026
Rows shown
1-19 of 19
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 1,558,116 $61,562,296 +$20,381,456 $39.50 58
2026 Q1 1,003,867 $45,847,193 +$10,969,698 $45.67 43
2025 Q4 750,003 $37,502,140 +$11,720,041 $50.00 34
2025 Q3 515,607 $18,176,475 +$8,045,817 $35.25 22
2025 Q2 287,410 $8,666,504 +$8,651,429 $30.15 17
2025 Q1 500 $11,795 $23.59 1
2024 Q4 500 $12,995 +$12,995 $25.99 1
2020 Q1 400 $7,000 -$1,750 $17.50 1
2019 Q4 500 $12,000 $24.00 1
2019 Q2 0 $0 -$1,424,997 $39.19 0
2019 Q1 60,010 $1,425,000 -$24,957 $23.75 1
2018 Q4 61,061 $1,378,000 -$338,514 $22.57 1
2018 Q3 76,061 $2,035,000 +$463,982 $26.75 1
2018 Q2 58,719 $1,565,000 +$445,761 $26.65 1
2018 Q1 41,994 $1,151,000 +$536,278 $27.41 1
2017 Q4 22,428 $634,000 +$185,383 $28.27 1
2017 Q3 15,870 $460,000 +$460,000 $28.99 1
2016 Q1 0 $0 -$2,000 $39.19 0
2015 Q4 100 $2,000 +$2,000 $20.00 1
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