Preferred Bank - Common Stock (PFBC) Institutional Ownership

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

Type / Class
Equity / Common Stock
Symbol
PFBC on Nasdaq
Shares outstanding
13,482,362
Price per share
$94.43
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
10,422,850
Total reported value
$942,022,517
% of total 13F portfolios
0%
Share change
-367,581
Value change
-$32,950,550
Number of holders
211
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Preferred Bank - Common Stock (PFBC) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
DIMENSIONAL FUND ADVISORS LP 4.7% $50,776,057 633,671 Dimensional Fund Advisors LP 31 Mar 2025

As of 30 Sep 2025, 211 institutional investors reported holding 10,422,850 shares of Preferred Bank - Common Stock (PFBC). This represents 77% of the company’s total 13,482,362 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Preferred Bank - Common Stock (PFBC) together control 62% 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
BlackRock, Inc. 9% 1,210,675 -0.5% 0% $109,432,892
T. Rowe Price Investment Management, Inc. 8.4% 1,139,137 -1% 0.06% $102,967,000
VANGUARD GROUP INC 6.5% 869,631 -1.9% 0% $78,605,946
DIMENSIONAL FUND ADVISORS LP 4.5% 601,046 -1.2% 0.01% $54,328,458
STATE STREET CORP 4.1% 554,790 -9.1% 0% $50,147,468
Boston Partners 3.9% 528,526 -0.67% 0.05% $47,746,870
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 3.5% 478,479 -1.5% 0.01% $43,249,717
GEODE CAPITAL MANAGEMENT, LLC 2.7% 362,333 -2.6% 0% $32,755,114
AMERICAN CENTURY COMPANIES INC 2.5% 337,804 +16% 0.02% $30,534,104
Nuveen, LLC 2.5% 337,756 -1.8% 0.01% $30,529,765
MORGAN STANLEY 1.8% 239,904 +11% 0% $21,684,959
GOLDMAN SACHS GROUP INC 1.3% 173,498 +16% 0% $15,682,501
KENNEDY CAPITAL MANAGEMENT LLC 1.2% 166,262 -4.3% 0.33% $15,028,422
NORTHERN TRUST CORP 1.1% 153,447 -3% 0% $13,870,074
MILLENNIUM MANAGEMENT LLC 1% 139,373 -5% 0.01% $12,597,925
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 1% 138,345 -6% 0.04% $12,505,005
Bank of New York Mellon Corp 0.98% 132,785 -2.2% 0% $12,002,476
Phocas Financial Corp. 0.97% 130,190 +2.1% 1.5% $11,767,874
Stieven Capital Advisors, L.P. 0.88% 118,221 -2.3% 2% $10,685,996
HSBC HOLDINGS PLC 0.86% 116,320 -21% 0.01% $10,446,699
TWO SIGMA INVESTMENTS, LP 0.78% 105,283 +2.1% 0.01% $9,516,530
UBS Group AG 0.62% 83,283 -53% 0% $7,527,951
Dana Investment Advisors, Inc. 0.6% 80,861 -0.43% 0.21% $7,309,026
Qube Research & Technologies Ltd 0.55% 74,636 +288% 0.01% $6,746,348
RENAISSANCE TECHNOLOGIES LLC 0.55% 74,555 -2.7% 0.01% $6,739,026

Institutional Holders of Preferred Bank - Common Stock (PFBC) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 195,350 $18,464,985 -$118,179 $94.43 20
2025 Q3 10,422,850 $942,022,517 -$32,950,550 $90.39 211
2025 Q2 10,778,837 $933,284,578 -$52,308,124 $86.54 208
2025 Q1 11,399,348 $953,451,811 -$7,110,291 $83.66 220
2024 Q4 11,509,863 $994,471,986 +$32,999,557 $86.38 218
2024 Q3 11,128,147 $893,284,136 +$8,368,617 $80.25 215
2024 Q2 11,034,416 $833,196,105 +$24,333,327 $75.49 207
2024 Q1 10,722,095 $823,083,048 +$23,405,830 $76.77 192
2023 Q4 10,494,919 $766,855,839 +$5,972,525 $73.05 193
2023 Q3 10,442,800 $649,920,158 -$20,867,822 $62.25 183
2023 Q2 10,804,417 $594,990,600 -$22,596,786 $54.99 167
2023 Q1 11,186,486 $612,412,265 -$5,633,101 $54.81 172
2022 Q4 11,170,929 $833,467,186 +$36,818,137 $74.62 176
2022 Q3 10,726,329 $700,724,965 -$88,010,713 $65.23 150
2022 Q2 10,990,248 $748,237,749 -$8,092,773 $68.02 154
2022 Q1 11,176,232 $828,818,787 +$11,547,572 $74.09 159
2021 Q4 11,020,468 $791,289,573 -$2,711,018 $71.79 142
2021 Q3 11,035,492 $736,134,090 -$14,759,026 $66.68 124
2021 Q2 11,253,907 $712,444,894 -$8,996,136 $63.27 126
2021 Q1 11,398,229 $726,319,677 +$18,835,843 $63.68 129
2020 Q4 11,229,095 $566,813,935 -$8,206,170 $50.47 133
2020 Q3 11,493,376 $369,450,074 -$7,897,831 $32.12 112
2020 Q2 11,693,572 $500,134,979 +$692,816 $42.85 120
2020 Q1 11,738,791 $396,788,289 -$13,091,337 $33.82 110
2019 Q4 11,764,048 $706,891,336 +$12,029,556 $60.09 129
2019 Q3 11,632,348 $609,355,868 -$1,245,184 $52.38 135
2019 Q2 11,679,455 $551,971,500 +$6,418,535 $47.25 134
2019 Q1 11,664,830 $524,542,763 -$12,538,129 $44.97 141
2018 Q4 11,933,641 $517,344,818 -$17,815,294 $43.35 132
2018 Q3 12,302,530 $719,644,821 +$35,092,281 $58.50 139
2018 Q2 11,648,640 $715,972,280 +$10,081,636 $61.46 137
2018 Q1 11,471,222 $736,405,738 +$24,993,769 $64.20 143
2017 Q4 11,091,761 $652,121,685 +$28,804,231 $58.78 137
2017 Q3 10,307,749 $622,005,840 +$6,334,763 $60.35 127
2017 Q2 10,382,709 $555,171,253 +$27,087,604 $53.47 126
2017 Q1 9,875,179 $529,895,910 +$59,789,172 $53.66 131
2016 Q4 9,500,213 $497,794,754 +$33,045,036 $52.42 127
2016 Q3 8,824,720 $315,469,422 +$32,250,468 $35.75 105
2016 Q2 7,938,586 $229,221,467 +$3,044,754 $28.87 101
2016 Q1 7,818,188 $236,471,000 +$4,840,954 $30.25 99
2015 Q4 7,635,644 $252,154,256 -$1,740,225 $33.02 95
2015 Q3 7,697,796 $244,018,968 +$9,132,021 $31.60 93
2015 Q2 7,414,812 $222,811,841 +$3,320,147 $30.05 86
2015 Q1 7,304,242 $200,633,255 +$2,935,611 $27.47 78
2014 Q4 7,195,953 $200,654,689 +$6,240,517 $27.89 76
2014 Q3 6,978,994 $157,169,001 +$2,804,955 $22.52 70
2014 Q2 6,849,828 $161,917,747 +$1,427,497 $23.64 73
2014 Q1 6,780,888 $175,970,636 +$14,539,998 $25.96 74