MIDDLEFIELD BANC CORP - Common Stock, no par value (MBCN) Institutional Ownership

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

Type / Class
Equity / Common Stock, no par value
Symbol
MBCN on Nasdaq
Shares outstanding
8,021,718
Price per share
$35.78
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
2,300,215
Total reported value
$79,448,567
% of total 13F portfolios
0%
Share change
+97,828
Value change
+$3,908,560
Number of holders
82
Price from insider filings
$35.78
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of MIDDLEFIELD BANC CORP - Common Stock, no par value (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
Castle Creek Capital Partners VI, LP 3.9% $10,805,767 312,847 Castle Creek Capital Partners VI, LP 30 Jan 2026

As of 31 Dec 2025, 82 institutional investors reported holding 2,300,215 shares of MIDDLEFIELD BANC CORP - Common Stock, no par value (MBCN). This represents 29% of the company’s total 8,021,718 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of MIDDLEFIELD BANC CORP - Common Stock, no par value (MBCN) together control 25% 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. 5.8% 464,415 -1.9% 0% $16,040,894
VANGUARD GROUP INC 5.1% 411,069 -0.65% 0% $14,198,323
GEODE CAPITAL MANAGEMENT, LLC 2.1% 172,196 +0.85% 0% $5,948,537
STATE STREET CORP 1.4% 112,447 +8.1% 0% $3,883,919
ALLIANCEBERNSTEIN L.P. 1.3% 105,015 -47% 0% $3,627,218
GARDNER LEWIS ASSET MANAGEMENT L P 1.2% 93,365 0.82% $3,224,827
DIMENSIONAL FUND ADVISORS LP 1.1% 84,399 +0.62% 0% $2,914,920
Glazer Capital, LLC 0.66% 52,666 0.05% $1,819,000
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.63% 50,775 +0.7% 0.04% $1,753,769
NORTHERN TRUST CORP 0.63% 50,143 -9.5% 0% $1,731,939
Stratos Investment Management, LLC 0.49% 39,404 0% 0.05% $1,361,014
Frazier Financial Advisors, LLC 0.48% 38,664 +16710% 0.79% $1,335,441
Clearstead Advisors, LLC 0.43% 34,684 -12% 0.02% $1,197,986
HUNTINGTON NATIONAL BANK 0.42% 33,309 -13% 0.01% $1,150,492
RENAISSANCE TECHNOLOGIES LLC 0.41% 33,212 -8% 0% $1,147,142
JPMORGAN CHASE & CO 0.41% 33,007 +340% 0% $1,140,061
PRELUDE CAPITAL MANAGEMENT, LLC 0.37% 29,797 0.08% $1,029,188
Bank of New York Mellon Corp 0.34% 26,936 -1.8% 0% $930,354
BARCLAYS PLC 0.33% 26,761 +8.5% 0% $924,326
REDMONT WEALTH ADVISORS LLC 0.33% 26,376 -0.34% 1.4% $911,027
CITADEL ADVISORS LLC 0.32% 25,714 -9.8% 0% $888,162
CSS LLC/IL 0.29% 23,507 0.05% $811,932
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.27% 21,424 0% 0% $739,985
MORGAN STANLEY 0.26% 20,541 +21% 0% $709,486
WELLS FARGO & COMPANY/MN 0.24% 19,053 +16% 0% $658,091

Institutional Holders of MIDDLEFIELD BANC CORP - Common Stock, no par value (MBCN) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 2,300,215 $79,448,567 +$3,908,560 $34.54 82
2025 Q3 2,771,579 $83,175,497 -$124,514 $30.01 72
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