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

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

Type / Class
Equity / Common Stock
Symbol
PEBK on Nasdaq
Shares outstanding
5,470,200
Price per share
$36.90
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
$36.90
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

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
VANGUARD GROUP INC 5% +0.4% $8,435,057 +$19,454 273,599 +0.23% The Vanguard Group 30 Sep 2025
BlackRock, Inc. 5% +0.8% $9,904,973 +$79,997 273,510 +0.81% BlackRock, Inc. 31 Dec 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

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 5,470,200 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of PEOPLES BANCORP OF NORTH CAROLINA INC - Common Stock (PEBK) together control 41% 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 8.9% 487,443 -1.2% 0% $17,645,437
BlackRock, Inc. 5.4% 292,699 -4.2% 0% $10,595,704
VANGUARD GROUP INC 5.3% 290,015 +6% 0% $10,498,543
GENDELL JEFFREY L 4% 217,763 0% 0.14% $7,883,021
DIMENSIONAL FUND ADVISORS LP 2.9% 159,879 +1.7% 0% $5,787,606
Fourthstone LLC 2.8% 154,533 +104% 1% $5,594,095
GEODE CAPITAL MANAGEMENT, LLC 2% 109,442 +0.82% 0% $3,962,258
BRIDGEWAY CAPITAL MANAGEMENT, LLC 1.3% 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 0.91% 49,958 +1.2% 0.32% $1,808,480
UBS Group AG 0.76% 41,400 +552% 0% $1,498,680
Pinnacle Holdings, LLC 0.64% 34,889 0% 0.43% $1,262,982
NORTHERN TRUST CORP 0.61% 33,641 -4.8% 0% $1,217,804
AMG National Trust Bank 0.61% 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 0.46% 25,284 0% 0.07% $915,281
AMERICAN CENTURY COMPANIES INC 0.43% 23,380 0% 0% $846,356
De Lisle Partners LLP 0.39% 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 0.15% 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
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