Who Owns Siebert Financial Corp. (SIEB)?Hedge Fund & Institutional Holders

$2.12+0.10 (+4.95%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$5.330336648150001e+150T

% of Float Held

—

QoQ Change in Holders

+15 / -1

Price History

$1.84$2.74$3.64$4.54$5.44Sep 24Jun 25Mar 26

SIEB — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
VAUGHAN DAVID INVESTMENTS LLC/ILNew Position+262K+$36.6M
Altrius Capital Management IncNew Position+66K+$9.3M
MERITAGE PORTFOLIO MANAGEMENTNew Position+64K+$9.0M
Boston Common Asset Management, LLCNew Position+55K+$7.8M
Cohen Klingenstein LLCNew Position+29K+$4.0M
GREAT LAKES ADVISORS, LLCNew Position+30K+$4.0M
Turn8 Private Wealth Inc.New Position+26K+$3.6M
Henry James International Management Inc.New Position+8K+$1.1M
KINGSWOOD WEALTH ADVISORS, LLCNew Position+3K+$440K
HighPoint Advisor Group LLCNew Position+3K+$403K
Strategic Planning, Inc.New Position+3K+$370K
Fifth Third Wealth Advisors LLCNew Position+3K+$365K
Ransom Advisory, LtdNew Position+2K+$342K
ALBERT D MASON INCNew Position+2K+$304K
STRS OHIONew Position+84K+$295K

SIEB — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Cardinal Capital Management, Inc.Decreased-3K-$37.8B
YOUSIF CAPITAL MANAGEMENT, LLCDecreased-4K-$3.0B
Madison Asset Management, LLCDecreased-768-$2.2B
Corient IA LLCClosed Position-6K-$810.1M
CHICAGO TRUST Co NADecreased-231-$674.2M
UBS Group AGDecreased-136K-$651.2M
HUNTINGTON NATIONAL BANKDecreased-138-$493.1M
NORTHERN TRUST CORPDecreased-13K-$412.7M
GOLDMAN SACHS GROUP INCDecreased-34K-$216.7M
WINTON GROUP LtdDecreased-40K-$172.4M
PNC FINANCIAL SERVICES GROUP, INC.Decreased-44-$142.8M
NBC SECURITIES, INC.Decreased-1-$101.7M
Russell Investments Group, Ltd.Decreased-30K-$91.7M
AMERICAN CENTURY COMPANIES INCDecreased-5K-$82.5M
RENAISSANCE TECHNOLOGIES LLCDecreased-5K-$78.5M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Cardinal Capital Management, Inc.277,659$53.3M1.20%Share
2VAUGHAN DAVID INVESTMENTS LLC/IL261,867$36.6M0.80%Share
3SIT INVESTMENT ASSOCIATES INC112,753$15.0M0.30%Share
4BEDDOW CAPITAL MANAGEMENT INC71,555$10.0M3.78%Share
5Altrius Capital Management Inc66,488$9.3M1.97%Share
6MERITAGE PORTFOLIO MANAGEMENT64,192$9.0M0.60%Share
7Boston Common Asset Management, LLC55,433$7.8M0.39%Share
8RHUMBLINE ADVISERS36,122$5.0M0.00%Share
9Cohen Klingenstein LLC28,600$4.0M0.12%Share
10GREAT LAKES ADVISORS, LLC29,253$4.0M0.03%Share
11Turn8 Private Wealth Inc.25,662$3.6M2.57%Share
12YOUSIF CAPITAL MANAGEMENT, LLC18,066$2.7M0.03%Share
13Madison Asset Management, LLC15,813$2.2M0.03%Share
14VANGUARD GROUP INC629,978$2.2M0.00%Share
15Dorsey Wright & Associates12,015$1.7M0.36%Share
16Henry James International Management Inc.7,596$1.1M0.33%Share
17GEODE CAPITAL MANAGEMENT, LLC359,920$1.0M0.00%Share
18BlackRock, Inc.481,677$1.0M0.00%Share
19FCA CORP /TX7,000$979K0.28%Share
20GAMMA Investing LLC6,664$932K0.05%Share
21KINGSWOOD WEALTH ADVISORS, LLC3,139$440K0.02%Share
22HighPoint Advisor Group LLC2,884$403K0.02%Share
23VANGUARD GROUP INC113,161$397K0.00%Share
24Strategic Planning, Inc.2,647$370K0.20%Share
25Fifth Third Wealth Advisors LLC2,600$365K0.01%Share
26Ransom Advisory, Ltd2,450$342K0.13%Share
27UBS Group AG87,266$306K0.00%Share
28ALBERT D MASON INC2,177$304K0.20%Share
29STRS OHIO84,200$295K0.00%Share
30Pinnacle West Asset Management, Inc.1,950$273K0.18%Share
31NAVELLIER & ASSOCIATES INC68,326$239K0.03%Share
32BENEDICT FINANCIAL ADVISORS INC1,651$231K0.05%Share
33Redwood Wealth Management Group, LLC1,612$225K0.09%Share
34Asset Planning,Inc737$206K0.14%Share
35ENTERPRISE FINANCIAL SERVICES CORP1,399$195K0.10%Share
36PARADIGM ASSET MANAGEMENT CO LLC1,302$182K0.04%Share
37Front Row Advisors LLC875$122K0.04%Share
38NBC SECURITIES, INC.755$106K0.01%Share
39Salomon & Ludwin, LLC621$88K0.01%Share
40Asset Planning,Inc606$84K0.06%Share
41Steigerwald, Gordon & Koch Inc.493$68K0.01%Share
42THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.290$40K0.01%Share
43Westside Investment Management, Inc.278$39K0.01%Share
44VANGUARD GROUP INC9,447$33K0.00%Share
45BOYD WATTERSON ASSET MANAGEMENT LLC/OH234$32K0.01%Share
46Financial Gravity Asset Management, Inc.223$31K0.01%Share
47Signature Equity Partners, LLC169$23K0.01%Share
48ADIRONDACK TRUST CO170$23K0.01%Share
49PROATHLETE WEALTH MANAGEMENT LLC145$20K0.01%Share
50THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.131$18K0.01%Share

SIEB Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025101$177.0M+38
Q3 202563$63.4B-29
Q2 202592$103.9B+16
Q1 202576$85.4B+18
Q4 202458$14.5T+14
Q3 202444$19.8T-3
Q2 202447$18.2T+1
Q1 202446$19.0T—

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As of Q4 2025, 50 institutional investors hold SIEB (Siebert Financial Corp.). The largest holder is Cardinal Capital Management, Inc. with $53.3M in shares. This quarter, 15 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own SIEB?

As of Q4 2025, 50 institutional investors report holding SIEB (Siebert Financial Corp.) in their 13F filings.

Who is the largest institutional holder of SIEB?

The largest institutional holder of SIEB is Cardinal Capital Management, Inc. with $53.3M in shares.

Is institutional ownership of SIEB increasing or decreasing?

This quarter, 15 institutions opened new positions in SIEB and 1 closed their positions.