| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| MAY ANNE M | 8.3% | $6,939,018 | 288,885 | Anne M. May | 11 Sep 2025 | |||
| Spencer Sandra J. | 7.4% | $6,202,300 | 258,214 | Sandra J. Spencer | 11 Sep 2025 | |||
| Spencer Bruce Steven | 7.2% | $6,034,737 | 251,238 | Bruce Steven Spencer | 11 Sep 2025 |
As of 31 Dec 2025, 23 institutional investors reported holding 425,606 shares of AUBURN NATIONAL BANCORPORATION, INC - Common Stock, par value $0.01 (AUBN). This represents 12% of the company’s total 3,489,417 outstanding shares.
The largest institutional shareholders of AUBURN NATIONAL BANCORPORATION, INC - Common Stock, par value $0.01 (AUBN) together control 12% 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 |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 2.3% | 80,269 | +4.1% | 0% | $2,163,250 |
| LPL Financial LLC | 1.5% | 51,565 | +0.05% | 0% | $1,389,673 |
| Truffle Hound Capital, LLC | 1.4% | 50,000 | +7.3% | 0.79% | $1,347,500 |
| DIMENSIONAL FUND ADVISORS LP | 1.2% | 41,847 | +0.09% | 0% | $1,127,777 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.88% | 30,830 | +2.6% | 0.02% | $830,869 |
| Aptus Capital Advisors, LLC | 0.78% | 27,290 | 0% | 0.01% | $735,466 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.73% | 25,632 | +1.7% | 0% | $690,942 |
| IFG Advisory, LLC | 0.65% | 22,530 | 0% | 0.03% | $607,184 |
| TRUIST FINANCIAL CORP | 0.56% | 19,553 | 0% | 0% | $526,953 |
| RENAISSANCE TECHNOLOGIES LLC | 0.47% | 16,509 | 0% | 0% | $444,918 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 0.45% | 15,724 | 0% | $423,762 | |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 0.36% | 12,510 | -1.6% | 0.04% | $337,156 |
| RBF Capital, LLC | 0.29% | 10,000 | 0% | 0.01% | $269,500 |
| CAPTRUST FINANCIAL ADVISORS | 0.26% | 9,011 | -4.7% | 0% | $242,841 |
| BlackRock, Inc. | 0.19% | 6,752 | +15% | 0% | $181,966 |
| MORGAN STANLEY | 0.11% | 3,875 | -19% | 0% | $104,431 |
| OSAIC HOLDINGS, INC. | 0.04% | 1,301 | 0% | 0% | $35,058 |
| EverSource Wealth Advisors, LLC | 0.01% | 270 | 0% | 0% | $7,277 |
| Blue Trust, Inc. | 0% | 98 | 0% | $2,641 | |
| UBS Group AG | 0% | 16 | -56% | 0% | $431 |
| JPMORGAN CHASE & CO | 0% | 14 | 0% | 0% | $377 |
| Farther Finance Advisors, LLC | 0% | 8 | -20% | 0% | $216 |
| BANK OF AMERICA CORP /DE/ | 0% | 2 | 0% | 0% | $54 |
| Empowered Funds, LLC | 0% | 0 | -100% | $0 | |
| SBI Securities Co., Ltd. | 0% | 0 | -100% | $0 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 425,606 | $11,470,242 | +$239,873 | $26.95 | 23 |
| 2025 Q3 | 432,346 | $11,362,187 | +$1,442,522 | $26.62 | 24 |
| 2025 Q2 | 376,048 | $9,621,354 | +$781,265 | $25.00 | 25 |
| 2025 Q1 | 344,912 | $7,447,134 | -$221,706 | $21.59 | 23 |
| 2024 Q4 | 350,911 | $8,243,072 | +$990,084 | $23.49 | 24 |
| 2024 Q3 | 297,182 | $6,805,613 | +$762,344 | $22.90 | 20 |
| 2024 Q2 | 264,116 | $4,831,008 | -$534,896 | $18.29 | 20 |
| 2024 Q1 | 290,485 | $5,596,434 | -$215,746 | $19.28 | 20 |
| 2023 Q4 | 299,507 | $6,373,628 | +$254,258 | $21.28 | 22 |
| 2023 Q3 | 287,559 | $6,147,991 | +$632,450 | $21.40 | 23 |
| 2023 Q2 | 244,343 | $5,215,196 | -$448,331 | $21.26 | 20 |
| 2023 Q1 | 265,778 | $6,023,397 | +$25,683 | $22.66 | 20 |
| 2022 Q4 | 264,672 | $6,104,699 | -$48,346 | $23.00 | 21 |
| 2022 Q3 | 282,002 | $6,474,987 | -$125,630 | $23.02 | 18 |
| 2022 Q2 | 269,474 | $7,286,027 | -$37,808 | $27.02 | 21 |
| 2022 Q1 | 267,839 | $8,877,429 | +$256,512 | $33.18 | 22 |
| 2021 Q4 | 260,332 | $8,353,420 | -$586,342 | $32.30 | 24 |
| 2021 Q3 | 278,685 | $9,440,442 | -$1,177,808 | $33.92 | 27 |
| 2021 Q2 | 312,387 | $11,081,461 | -$6,213,695 | $35.48 | 31 |
| 2021 Q1 | 481,406 | $18,473,130 | -$52,363 | $38.37 | 33 |
| 2020 Q4 | 480,793 | $20,044,721 | +$1,046,970 | $41.69 | 37 |
| 2020 Q3 | 455,991 | $16,548,073 | -$1,090,367 | $36.28 | 39 |
| 2020 Q2 | 472,953 | $26,997,024 | +$8,571,972 | $57.09 | 43 |
| 2020 Q1 | 358,351 | $14,602,346 | +$602,726 | $41.71 | 26 |
| 2019 Q4 | 328,606 | $17,415,689 | +$2,993,967 | $53.00 | 28 |
| 2019 Q3 | 320,058 | $14,889,065 | +$1,462,718 | $45.90 | 25 |
| 2019 Q2 | 304,936 | $10,212,929 | -$4,257,865 | $33.50 | 34 |
| 2019 Q1 | 422,785 | $16,667,629 | +$195,870 | $39.43 | 35 |
| 2018 Q4 | 429,618 | $13,533,736 | -$683,484 | $31.65 | 36 |
| 2018 Q3 | 445,872 | $17,086,951 | -$466,576 | $38.33 | 39 |
| 2018 Q2 | 451,552 | $22,403,870 | +$8,361,393 | $49.61 | 38 |
| 2018 Q1 | 289,055 | $11,266,167 | -$195,084 | $39.06 | 18 |
| 2017 Q4 | 294,015 | $11,449,894 | +$1,290,507 | $38.91 | 17 |
| 2017 Q3 | 260,901 | $9,133,000 | +$59,585 | $35.00 | 18 |
| 2017 Q2 | 259,097 | $9,583,000 | +$502,435 | $36.94 | 21 |
| 2017 Q1 | 246,242 | $8,129,000 | +$847,645 | $33.05 | 18 |
| 2016 Q4 | 221,755 | $6,941,000 | -$953,872 | $31.27 | 18 |
| 2016 Q3 | 252,422 | $6,928,000 | -$497,094 | $27.44 | 18 |
| 2016 Q2 | 270,528 | $7,708,000 | +$100,286 | $28.49 | 18 |
| 2016 Q1 | 266,898 | $7,540,000 | +$587,938 | $28.28 | 17 |
| 2015 Q4 | 246,194 | $7,279,000 | +$283,086 | $29.62 | 17 |
| 2015 Q3 | 236,483 | $6,226,000 | +$845,593 | $26.36 | 15 |
| 2015 Q2 | 204,442 | $5,261,000 | +$160,456 | $25.71 | 12 |
| 2015 Q1 | 198,187 | $4,930,000 | +$17,126 | $25.00 | 13 |
| 2014 Q4 | 197,506 | $4,668,000 | -$9,347 | $23.64 | 12 |
| 2014 Q3 | 196,852 | $4,840,000 | +$313,402 | $24.61 | 11 |
| 2014 Q2 | 184,156 | $4,425,000 | +$114,567 | $24.01 | 9 |
| 2014 Q1 | 179,348 | $4,161,000 | +$159,631 | $23.20 | 7 |