MIDDLEFIELD BANC CORP - Common Stock (MBCN) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
MBCN on Nasdaq
Shares outstanding
8,094,377
Price per share
$34.54
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
2,771,577
Total reported value
$83,175,437
% of total 13F portfolios
0%
Share change
-3,905
Value change
-$124,574
Number of holders
71
Price from insider filings
$34.54
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of MIDDLEFIELD BANC CORP - Common Stock (MBCN) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
VANGUARD GROUP INC 5.1% $12,526,713 416,051 The Vanguard Group 30 Jun 2025

As of 30 Sep 2025, 71 institutional investors reported holding 2,771,577 shares of MIDDLEFIELD BANC CORP - Common Stock (MBCN). This represents 34% of the company’s total 8,094,377 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of MIDDLEFIELD BANC CORP - Common Stock (MBCN) together control 32% 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
Castle Creek Capital Partners VI, LP 6.9% 560,500 0% 30% $16,820,605
BlackRock, Inc. 5.9% 473,561 -1.3% 0% $14,211,565
VANGUARD GROUP INC 5.1% 413,738 -0.56% 0% $12,416,278
ALLIANCEBERNSTEIN L.P. 2.4% 197,516 +9.9% 0% $5,927,455
GEODE CAPITAL MANAGEMENT, LLC 2.1% 170,738 -0.23% 0% $5,124,657
STATE STREET CORP 1.3% 104,025 -0.21% 0% $3,121,790
Elizabeth Park Capital Advisors, Ltd. 1.2% 96,497 +12% 2.3% $2,895,875
DIMENSIONAL FUND ADVISORS LP 1% 83,877 -1.4% 0% $2,517,308
NORTHERN TRUST CORP 0.68% 55,432 +1.3% 0% $1,663,515
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.62% 50,422 +3.7% 0.03% $1,513,164
Stratos Investment Management, LLC 0.49% 39,404 0% 0.05% $1,182,514
Clearstead Advisors, LLC 0.49% 39,368 -7.5% 0.02% $1,181,434
HUNTINGTON NATIONAL BANK 0.47% 38,290 0% 0.01% $1,149,084
RENAISSANCE TECHNOLOGIES LLC 0.45% 36,112 -2.4% 0% $1,083,721
CITADEL ADVISORS LLC 0.35% 28,515 +37% 0% $855,736
Bank of New York Mellon Corp 0.34% 27,434 -0.25% 0% $823,291
REDMONT WEALTH ADVISORS LLC 0.33% 26,466 -0.02% 1.1% $794,245
BARCLAYS PLC 0.3% 24,674 -7% 0% $740,465
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.26% 21,424 0% 0% $642,934
Empowered Funds, LLC 0.25% 20,422 +9.8% 0.01% $612,864
Riggs Asset Managment Co. Inc. 0.23% 18,390 0% 0.12% $551,884
MORGAN STANLEY 0.21% 17,009 -25% 0% $510,440
WELLS FARGO & COMPANY/MN 0.2% 16,465 +5.3% 0% $494,114
GOLDMAN SACHS GROUP INC 0.2% 16,372 +77% 0% $491,323
Cetera Investment Advisers 0.17% 13,882 +17% 0% $416,599

Institutional Holders of MIDDLEFIELD BANC CORP - Common Stock (MBCN) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 1,377 $47,563 +$4,110 $34.54 4
2025 Q3 2,771,577 $83,175,437 -$124,574 $30.01 71
2025 Q2 2,774,718 $83,548,629 +$2,432,893 $30.11 67
2025 Q1 2,698,181 $75,407,525 -$502,934 $27.95 68
2024 Q4 2,716,763 $76,207,419 +$1,865,233 $28.05 62
2024 Q3 2,649,738 $76,313,828 +$2,135,984 $28.80 59
2024 Q2 2,562,421 $61,619,788 +$622,433 $24.05 57
2024 Q1 2,531,587 $60,366,096 -$1,089,279 $23.88 51
2023 Q4 2,566,054 $83,060,463 +$2,902,514 $32.37 56
2023 Q3 1,919,686 $48,777,057 -$3,269,452 $25.41 48
2023 Q2 2,056,342 $55,109,685 +$13,240,100 $26.80 51
2023 Q1 1,568,376 $43,937,136 +$449,993 $28.02 41
2022 Q4 1,554,985 $42,604,289 -$2,981,633 $27.40 41
2022 Q3 1,665,257 $45,126,152 +$484,405 $27.10 35
2022 Q2 1,631,864 $41,121,000 -$1,476,027 $25.20 35
2022 Q1 1,712,223 $42,491,000 +$118,758 $24.81 39
2021 Q4 1,707,439 $42,351,670 -$3,708,099 $24.80 38
2021 Q3 1,795,439 $42,882,794 -$3,329,618 $23.84 35
2021 Q2 1,934,917 $45,659,779 -$9,701,811 $23.60 43
2021 Q1 2,370,191 $49,689,086 +$854,728 $20.96 44
2020 Q4 2,327,293 $52,360,758 +$1,128,070 $22.50 45
2020 Q3 2,277,131 $43,967,376 +$1,399,550 $19.30 42
2020 Q2 2,201,392 $45,667,690 +$7,849,870 $20.75 42
2020 Q1 1,839,441 $29,074,032 +$349,768 $15.81 36
2019 Q4 1,782,787 $46,513,572 +$23,459,108 $26.09 39
2019 Q3 874,366 $40,927,668 -$2,114,068 $46.79 38
2019 Q2 936,436 $38,384,380 -$3,719,010 $41.00 41
2019 Q1 1,034,085 $42,615,290 -$620,018 $41.21 49
2018 Q4 1,047,511 $44,403,437 -$185,312 $42.43 45
2018 Q3 1,051,302 $49,310,851 +$952,110 $47.08 45
2018 Q2 1,026,927 $52,075,222 +$4,215,379 $50.70 48
2018 Q1 944,981 $46,645,214 +$1,652,478 $49.10 46
2017 Q4 911,660 $44,077,607 +$2,129,402 $48.20 44
2017 Q3 867,880 $40,093,756 +$2,956,895 $46.10 44
2017 Q2 803,566 $39,990,810 +$30,024,121 $50.40 40
2017 Q1 197,765 $8,932,000 +$4,679,562 $45.19 16
2016 Q4 94,784 $3,669,000 +$674,674 $38.71 13
2016 Q3 89,853 $3,042,000 +$19,534 $33.82 13
2016 Q2 96,606 $3,063,000 -$473,605 $31.66 16
2016 Q1 111,504 $3,514,000 +$88,089 $31.52 15
2015 Q4 108,738 $3,522,000 +$326,367 $32.39 16
2015 Q3 98,175 $3,006,000 -$135,621 $30.62 11
2015 Q2 90,372 $2,919,000 -$136,127 $31.67 11
2015 Q1 95,115 $3,014,000 +$94,144 $31.61 10
2014 Q4 92,137 $3,144,000 +$16,827 $34.50 10
2014 Q3 92,361 $3,126,000 +$1,832,152 $33.84 11
2014 Q2 38,235 $1,129,000 +$766,000 $29.54 2
2014 Q1 12,272 $333,000 $27.13 1