Security Snapshot

PEOPLES BANCORP OF NORTH CAROLINA INC - Common Stock (PEBK) Institutional Ownership

CUSIP: 710577107

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

68

Shares (Excl. Options)

2,343,297

Price

$36.20

Save this security page for your next review

Keep this CUSIP in your watchlists so you can revisit quarter changes from one place. If you create an account from here, we will bring you back after verification.

Create free account and return here Sign in and return here Review latest holder period
Type / Class
Equity / Common Stock
Symbol
PEBK on Nasdaq
Shares outstanding
5,404,708
Price per share
$39.16
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
2,343,297
Total reported value
$84,774,005
% of total 13F portfolios
0%
Share change
+68,350
Value change
+$2,783,868
Number of holders
68
Price from insider filings
$39.16
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • PEBK - PEOPLES BANCORP OF NORTH CAROLINA INC - Common Stock is tracked under CUSIP 710577107.
  • 68 institutions reported positions in Q4 2025.
  • 3 significant owners is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 68 to 18 between Q4 2025 and Q1 2026.
  • Reported value moved from $84,774,005 to $3,495,274.

Why This Matters

  • 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.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 68 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 710577107?
CUSIP 710577107 identifies PEBK - PEOPLES BANCORP OF NORTH CAROLINA INC - Common Stock in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of PEOPLES BANCORP OF NORTH CAROLINA INC - Common Stock (PEBK) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
WELLINGTON MANAGEMENT GROUP LLP 9.2% +18% $13,428,380 +$2,034,605 503,124 +18% Wellington Management Group LLP 31 Mar 2025
Bay Pond Partners, L.P. 4.8% -12% $8,032,797 -$937,705 261,996 -10% Bay Pond Partners, L.P. 30 Sep 2025
BlackRock, Inc. 4.8% -4% $10,159,122 -$551,529 259,426 -5.1% BlackRock, Inc. 31 Mar 2026

As of 31 Dec 2025, 68 institutional investors reported holding 2,343,297 shares of PEOPLES BANCORP OF NORTH CAROLINA INC - Common Stock (PEBK). This represents 43% of the company’s total 5,404,708 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of PEOPLES BANCORP OF NORTH CAROLINA INC - Common Stock (PEBK) together control 42% 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 9% 487,443 -1.2% 0% $17,645,437
BlackRock, Inc. 5.4% 292,699 -4.2% 0% $10,595,704
VANGUARD GROUP INC 5.4% 290,015 +6% 0% $10,498,543
GENDELL JEFFREY L 4% 217,763 0% 0.14% $7,883,021
DIMENSIONAL FUND ADVISORS LP 3% 159,879 +1.7% 0% $5,787,606
Fourthstone LLC 2.9% 154,533 +104% 1% $5,594,095
GEODE CAPITAL MANAGEMENT, LLC 2% 109,442 +0.82% 0% $3,962,258
BRIDGEWAY CAPITAL MANAGEMENT, LLC 1.4% 73,818 0% 0.06% $2,672,212
STATE STREET CORP 1.1% 61,808 +0.03% 0% $2,237,450
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1.1% 61,015 0% 0% $2,208,743
MALTESE CAPITAL MANAGEMENT LLC 0.92% 49,958 +1.2% 0.32% $1,808,480
UBS Group AG 0.77% 41,400 +552% 0% $1,498,680
Pinnacle Holdings, LLC 0.65% 34,889 0% 0.43% $1,262,982
NORTHERN TRUST CORP 0.62% 33,641 -4.8% 0% $1,217,804
AMG National Trust Bank 0.62% 33,252 -1.5% 0.03% $1,203,722
RENAISSANCE TECHNOLOGIES LLC 0.52% 28,207 -14% 0% $1,021,093
HoldCo Asset Management, LP 0.47% 25,284 0% 0.07% $915,281
AMERICAN CENTURY COMPANIES INC 0.43% 23,380 0% 0% $846,356
De Lisle Partners LLP 0.4% 21,461 0% 0.1% $776,888
MORGAN STANLEY 0.28% 15,174 +5.6% 0% $549,314
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.23% 12,473 0% 0% $451,523
BARCLAYS PLC 0.18% 9,857 -10% 0% $356,823
Bank of New York Mellon Corp 0.18% 9,844 -6.7% 0% $356,342
JANE STREET GROUP, LLC 0.16% 8,844 -24% 0% $320,153
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.16% 8,398 0% $304,008

Institutional Holders of PEOPLES BANCORP OF NORTH CAROLINA INC - Common Stock (PEBK) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 89,174 $3,495,274 -$575,292 $39.16 18
2025 Q4 2,343,297 $84,774,005 +$2,783,868 $36.20 68
2025 Q3 2,275,290 $69,761,238 -$556,214 $30.66 67
2025 Q2 2,293,630 $66,170,489 -$1,804,122 $28.85 63
2025 Q1 2,342,304 $63,804,494 +$2,719,257 $27.24 59
2024 Q4 2,250,849 $70,338,839 +$4,954,712 $31.25 59
2024 Q3 2,256,340 $57,282,374 -$1,897,232 $25.39 60
2024 Q2 2,232,224 $65,181,629 +$5,334,343 $29.20 45
2024 Q1 2,050,784 $57,115,097 -$1,085,438 $27.85 36
2023 Q4 2,087,995 $64,178,889 +$459,069 $30.94 38
2023 Q3 2,081,564 $46,042,067 -$95,330 $22.00 36
2023 Q2 2,108,038 $38,337,844 -$2,631,467 $18.17 34
2023 Q1 2,139,707 $67,978,307 +$3,288,742 $31.77 36
2022 Q4 2,035,622 $66,276,873 +$2,851,145 $32.56 33
2022 Q3 1,960,330 $48,616,247 +$507,690 $24.80 32
2022 Q2 1,939,416 $52,668,585 +$2,814,230 $27.16 33
2022 Q1 1,840,798 $52,830,945 +$603,705 $28.70 34
2021 Q4 1,822,896 $50,292,195 +$589,010 $27.59 40
2021 Q3 1,380,795 $39,198,124 +$1,547,948 $28.38 39
2021 Q2 1,329,714 $34,316,450 -$8,440,499 $25.79 39
2021 Q1 1,664,656 $39,363,063 +$1,592,682 $23.64 44
2020 Q4 1,596,129 $36,743,242 +$635,598 $23.02 42
2020 Q3 1,573,790 $24,286,400 +$154,596 $15.43 45
2020 Q2 1,559,032 $27,546,967 +$107,704 $17.67 47
2020 Q1 1,548,568 $31,526,363 -$7,633,474 $20.36 47
2019 Q4 1,915,862 $62,869,204 +$288,603 $32.85 53
2019 Q3 1,978,858 $58,767,819 -$1,004,415 $29.71 53
2019 Q2 2,012,708 $60,472,429 +$2,326,407 $30.05 52
2019 Q1 1,955,381 $52,026,542 +$710,687 $26.60 53
2018 Q4 1,928,291 $47,199,097 -$679,677 $24.46 50
2018 Q3 1,941,569 $55,990,113 +$66,853 $28.84 51
2018 Q2 1,938,068 $62,076,781 +$377,108 $32.03 56
2018 Q1 1,927,017 $59,206,337 +$1,629,821 $30.72 51
2017 Q4 1,874,475 $57,530,022 +$6,469,697 $30.69 51
2017 Q3 1,662,432 $59,217,734 +$234,719 $35.62 48
2017 Q2 1,655,813 $52,316,194 +$7,600,604 $31.60 47
2017 Q1 1,432,616 $42,539,499 +$1,849,091 $29.70 33
2016 Q4 1,409,869 $35,377,244 +$1,003,253 $25.07 31
2016 Q3 1,279,594 $26,842,757 -$712,628 $20.90 31
2016 Q2 1,313,730 $25,761,853 -$268,168 $19.61 30
2016 Q1 1,327,405 $24,701,503 +$262,642 $18.60 29
2015 Q4 1,313,210 $25,373,251 +$1,270,326 $19.32 28
2015 Q3 1,263,675 $22,116,968 -$57,468 $17.50 25
2015 Q2 1,266,443 $23,223,676 -$428,359 $18.34 25
2015 Q1 1,288,941 $23,880,699 +$209,722 $18.55 26
2014 Q4 1,277,698 $22,979,130 +$70,722 $17.99 25
2014 Q3 1,273,267 $21,597,039 +$101,188 $16.96 23
2014 Q2 1,267,525 $20,327,720 -$800,247 $16.00 25
2014 Q1 1,261,031 $19,669,952 +$1,389,138 $15.60 24
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Here you can make detailed settings or revoke your consent (in part if necessary) with effect for the future. For further information, please refer to our Privacy Policy .