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BAR Harbor Bankshares (BHB)

CUSIP: 066849100 | NYSE | Financial Services · Banks - Regional | Small Cap | 405 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Dimensional Fund Advisors LP946,260
0.0% of portfolio›$36.6M
BAR Harbor Wealth Management383,877
0.8% of portfolio›$14.9M
North Star Investment Management Corp.145,580
0.3% of portfolio›$5.6M
Bank of New York Mellon Corp89,289
0.0% of portfolio›$3.5M
Polaris Capital Management, LLC79,900
0.3% of portfolio›$3.1M
Trust Co of Vermont76,391
0.1% of portfolio›$3.0M
Naples Global Advisors, LLC37,273
0.1% of portfolio›$1.4M
Delphi Management Inc35,558
2.6% of portfolio›$1.4M
Foundry Financial Group, Inc.28,776
0.5% of portfolio›$1.1M
Silverlake Wealth Management LLC27,609
0.2% of portfolio›$1.1M
J.M. Arbour, LLC24,558
0.8% of portfolio›$950.1K
Creative Planning24,422
0.0% of portfolio›$944.9K
Wedmont Private Capital19,488
0.0% of portfolio›$749.9K
Rockland Trust Co18,481
0.0% of portfolio›$715.0K
Hennion & Walsh Asset Management, Inc.17,003
0.0% of portfolio›$657.8K
Means Investment Co., Inc.16,661
0.0% of portfolio›$644.6K
Inspire Investing, LLC16,538
0.0% of portfolio›$639.9K
First Bancorp, Inc15,125
0.2% of portfolio›$585.2K
Community Financial Services Group, LLC11,704
0.1% of portfolio›$454.9K
Financial Planning Hawaii, Inc.11,515
0.2% of portfolio›$445.5K
Citigroup Inc9,361
0.0% of portfolio›$362.2K
Equitable Trust Co9,345
0.0% of portfolio›$361.6K
Advisor OS, LLC7,434
0.0% of portfolio›$287.6K
Wealth Enhancement Advisory Services, LLC7,277
0.0% of portfolio›$280.0K
Camden National Bank6,925
0.0% of portfolio›$267.9K
Sky Investment Group LLC5,852
0.0% of portfolio›$226.4K
Certior Financial Group, LLC5,711
0.1% of portfolio›$221.0K
Bangor Savings Bank5,671
0.0% of portfolio›$219.4K
Hager Investment Management Services, LLC4,925
0.1% of portfolio›$190.5K
TD Waterhouse Canada Inc.2,000
0.0% of portfolio›$77.8K
Tompkins Financial Corp1,650
0.0% of portfolio›$63.8K
Clean Yield Group1,500
0.0% of portfolio›$58.0K
Nisa Investment Advisors, LLC1,444
0.0% of portfolio›$55.9K
IFP Advisors, Inc1,270
0.0% of portfolio›$49.1K
Parkside Financial Bank & Trust1,045
0.0% of portfolio›$40.4K
Birchbrook, Inc.826
0.0% of portfolio›$32.0K
Eastern Bank697
0.0% of portfolio›$27.0K
US Bancorp \de\657
0.0% of portfolio›$25.4K
MassMutual Private Wealth & Trust, FSB615
0.0% of portfolio›$23.8K
State of Alaska, Department of Revenue606
0.0% of portfolio›$23
Versant Capital Management, Inc324
0.0% of portfolio›$12.5K
Sterling Capital Management LLC323
0.0% of portfolio›$12.5K
1620 Investment Advisors, Inc.270
0.0% of portfolio›$10.4K
Pension & Wealth Management Advisors, Inc.253
0.0% of portfolio›$9.8K
Gamma Investing LLC213
0.0% of portfolio›$8.2K
KFG LLC210
0.0% of portfolio›$8.1K
Farther Finance Advisors, LLC207
0.0% of portfolio›$8.0K
Compass Financial Management LLC143
0.0% of portfolio›$5.5K
Larson Financial Group LLC124
0.0% of portfolio›$4.8K
Signaturefd, LLC124
0.0% of portfolio›$4.8K
Essential Partners LLC118
0.0% of portfolio›$4.6K
SJS Investment Consulting Inc.111
0.0% of portfolio›$4.3K
Mascoma Wealth Management LLC110
0.0% of portfolio›$4.3K
EverSource Wealth Advisors, LLC71
0.0% of portfolio›$2.7K
Root Financial Partners, LLC57
0.0% of portfolio›$2.2K
GK Wealth Management LLC46
0.0% of portfolio›$1.8K
Bare Financial Services, Inc21
0.0% of portfolio›$812
True Wealth Design, LLC6
0.0% of portfolio›$233
Covestor Ltd4
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
946,260$36.6M0.0%IndexLowAustin, TX2026-11-04
BAR Harbor Wealth Management
383,877$14.9M0.8%CoreLowConcord, NH2026-10-21
North Star Investment Management Corp.
145,580$5.6M0.3%CoreLowChicago, IL2026-10-27
Bank of New York Mellon Corp
89,289$3.5M0.0%CoreLowNew York, NY2026-11-05
Polaris Capital Management, LLC
79,900$3.1M0.3%Deep ValueLowBoston, MA2026-10-21
Trust Co of Vermont
76,391$3.0M0.1%CoreVery LowBrattleboro, VT2026-10-21
Naples Global Advisors, LLC
37,273$1.4M0.1%CoreVery LowNaples, FL2026-11-05
Delphi Management Inc
35,558$1.4M2.6%ValueMediumBrookline, MA2026-11-05
Foundry Financial Group, Inc.
28,776$1.1M0.5%ETFLowLaconia, NH2026-10-28
Silverlake Wealth Management LLC
27,609$1.1M0.2%ETFLowWilliston, VT2026-10-21
J.M. Arbour, LLC
24,558$950.1K0.8%CoreHighGardiner, ME2026-11-05
Creative Planning
24,422$944.9K0.0%IndexVery LowOverland Park, KS2026-11-02
Wedmont Private Capital
19,488$749.9K0.0%IndexVery LowWest Chester, PA2026-10-09
Rockland Trust Co
18,481$715.0K0.0%CoreLowHanover, MA2026-10-05
Hennion & Walsh Asset Management, Inc.
17,003$657.8K0.0%ValueMediumParsippany, NJ2026-10-13
Means Investment Co., Inc.
16,661$644.6K0.0%GrowthVery LowBangor, ME2026-11-03
Inspire Investing, LLC
16,538$639.9K0.0%GARPHighMeridian, ID2026-10-22
First Bancorp, Inc
15,125$585.2K0.2%ValueVery LowDamariscotta, ME2026-10-26
Community Financial Services Group, LLC
11,704$454.9K0.1%GrowthLowNewport, VT2026-10-15
Financial Planning Hawaii, Inc.
11,515$445.5K0.2%CoreVery LowHonolulu, HI2026-10-13
Citigroup Inc
9,361$362.2K0.0%CoreMediumNew York, NY2026-11-04
Equitable Trust Co
9,345$361.6K0.0%CoreLowNashville, TN2026-10-13
Advisor OS, LLC
7,434$287.6K0.0%ETFMediumChicago, IL2026-11-03
Wealth Enhancement Advisory Services, LLC
7,277$280.0K0.0%CoreLowPlymouth, MN2026-10-13
Camden National Bank
6,925$267.9K0.0%CoreVery LowCamden, ME2026-11-02
Sky Investment Group LLC
5,852$226.4K0.0%CoreVery LowHartford, CT2026-10-30
Certior Financial Group, LLC
5,711$221.0K0.1%ETFMediumKing Of Prussia, PA2026-10-19
Bangor Savings Bank
5,671$219.4K0.0%ETFLowBangor, ME2026-10-06
Hager Investment Management Services, LLC
4,925$190.5K0.1%GrowthMediumNew London, NH2026-11-04
TD Waterhouse Canada Inc.
2,000$77.8K0.0%CoreLowToronto, Australia2026-10-16
Tompkins Financial Corp
1,650$63.8K0.0%CoreLowIthaca, NY2026-10-05
Clean Yield Group
1,500$58.0K0.0%CoreLowNorwich, VT2026-10-28
Nisa Investment Advisors, LLC
1,444$55.9K0.0%IndexVery LowSt. Louis, MO2026-10-20
IFP Advisors, Inc
1,270$49.1K0.0%GrowthLowTampa, FL2026-10-16
Parkside Financial Bank & Trust
1,045$40.4K0.0%CoreVery LowSaint Louis, MO2026-10-27
Birchbrook, Inc.
826$32.0K0.0%ETFLowBangor, ME2026-10-14
Eastern Bank
697$27.0K0.0%GrowthMediumBoston, MA2026-10-05
US Bancorp \de\
657$25.4K0.0%IndexLowMinneapolis, MN2026-11-05
MassMutual Private Wealth & Trust, FSB
615$23.8K0.0%CoreLowSpringfield, MA2026-10-05
State of Alaska, Department of Revenue
606$230.0%CoreVery LowJuneau, AK2026-10-15
Versant Capital Management, Inc
324$12.5K0.0%GARPLowPhoenix, AZ2026-10-02
Sterling Capital Management LLC
323$12.5K0.0%GARPMediumCharlotte, NC2026-10-22
1620 Investment Advisors, Inc.
270$10.4K0.0%ValueLowPlymouth, MA2026-11-04
Pension & Wealth Management Advisors, Inc.
253$9.8K0.0%ETFLowWaltham, MA2026-10-16
Gamma Investing LLC
213$8.2K0.0%IndexVery LowFoster City, CA2026-10-08
KFG LLC
210$8.1K0.0%ETFN/ARapid City, SD2026-11-02
Farther Finance Advisors, LLC
207$8.0K0.0%IndexLowSan Francisco, CA2026-10-08
Compass Financial Management LLC
143$5.5K0.0%CoreN/ATampa, FL2026-10-30
Larson Financial Group LLC
124$4.8K0.0%GrowthLowSt Louis, MO2026-11-05
Signaturefd, LLC
124$4.8K0.0%IndexLowAtlanta, GA2026-10-23
Essential Partners LLC
118$4.6K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
SJS Investment Consulting Inc.
111$4.3K0.0%ETFVery LowSylvania, OH2026-10-26
Mascoma Wealth Management LLC
110$4.3K0.0%ETFVery LowHanover, NH2026-10-23
EverSource Wealth Advisors, LLC
71$2.7K0.0%CoreMediumBirmingham, AL2026-11-04
Root Financial Partners, LLC
57$2.2K0.0%ETFMediumEncinitas, CA2026-10-21
GK Wealth Management LLC
46$1.8K0.0%GARPVery HighReno, NV2026-10-09
Bare Financial Services, Inc
21$8120.0%ETFVery LowGap, PA2026-11-04
True Wealth Design, LLC
6$2330.0%ETFMediumAkron, OH2026-10-13
Covestor Ltd
4$00.0%ValueHighLondon, United Kingdom2026-10-30