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Shore Bancshares Inc (SHBI)

CUSIP: 825107105 | NYSE | Financial Services · Banks - Regional | Small Cap | 382 institutional holders

Quarters

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

Dimensional Fund Advisors LP1,833,318
0.0% of portfolio›$41.0M
Bank of New York Mellon Corp218,109
0.0% of portfolio›$4.9M
Creative Planning211,034
0.0% of portfolio›$4.7M
Knights of Columbus Asset Advisors LLC132,228
0.1% of portfolio›$3.0M
Corbyn Investment Management Inc111,700
0.7% of portfolio›$2.5M
Principal Financial Group Inc83,767
0.0% of portfolio›$1.9M
Salzhauer Michael72,157
0.6% of portfolio›$1.6M
Jackson Creek Investment Advisors LLC64,320
0.0% of portfolio›$1.4K
Tred Avon Family Wealth, LLC61,816
0.4% of portfolio›$1.4M
Y-Intercept (Hong Kong) Ltd50,288
0.0% of portfolio›$1.1M
Hoxton Planning & Management, LLC49,824
0.3% of portfolio›$1.1M
Strs Ohio28,900
0.0% of portfolio›$647.1K
Citigroup Inc21,172
0.0% of portfolio›$474.0K
Diversify Wealth Management, LLC21,020
0.0% of portfolio›$473.8K
Diversify Advisory Services, LLC21,020
0.0% of portfolio›$473.8K
Wealth Enhancement Advisory Services, LLC17,303
0.0% of portfolio›$390.7K
Anchyra Partners LLC15,588
0.1% of portfolio›$349.0K
Sterling Capital Management LLC14,699
0.0% of portfolio›$329.1K
Smithbridge Asset Management Inc14,025
0.0% of portfolio›$314.0K
Commonwealth Financial Services, LLC13,834
0.1% of portfolio›$309.7K
Integrated Advisors Network LLC12,917
0.0% of portfolio›$289.2K
Aire Advisors, LLC12,339
0.0% of portfolio›$276.3K
IFP Advisors, Inc9,775
0.0% of portfolio›$218.9K
Barlow Wealth Partners, LLC9,754
0.0% of portfolio›$220.9K
Park Capital Management, LLC / WI9,248
0.1% of portfolio›$207.1K
Parallel Advisors, LLC5,067
0.0% of portfolio›$113.5K
State of Alaska, Department of Revenue4,138
0.0% of portfolio›$92
Farther Finance Advisors, LLC3,848
0.0% of portfolio›$86.2K
Gamma Investing LLC3,309
0.0% of portfolio›$74.1K
Financial Consulate, Inc1,530
0.0% of portfolio›$34.3K
Harbor Investment Advisory, LLC1,249
0.0% of portfolio›$28.0K
EverSource Wealth Advisors, LLC1,241
0.0% of portfolio›$27.8K
Bay Harbor Wealth Management, LLC1,000
0.0% of portfolio›$22.4K
US Bancorp \de\632
0.0% of portfolio›$14.2K
Fortitude Family Office, LLC550
0.0% of portfolio›$12.3K
Nisa Investment Advisors, LLC526
0.0% of portfolio›$11.8K
Signaturefd, LLC473
0.0% of portfolio›$10.6K
Versant Capital Management, Inc466
0.0% of portfolio›$10.4K
Simplex Trading, LLC463
0.0% of portfolio›$10.4K
Essential Partners LLC450
0.0% of portfolio›$10.1K
Toth Financial Advisory Corp300
0.0% of portfolio›$6.7K
Evolution Wealth Management Inc.228
0.0% of portfolio›$5.1K
State of Wyoming206
0.0% of portfolio›$4.6K
SJS Investment Consulting Inc.151
0.0% of portfolio›$3.4K
Parkside Financial Bank & Trust90
0.0% of portfolio›$2.0K
Physician Wealth Advisors, Inc.82
0.0% of portfolio›$1.8K
Assetmark, Inc81
0.0% of portfolio›$1.8K
MassMutual Private Wealth & Trust, FSB57
0.0% of portfolio›$1.3K
True Wealth Design, LLC56
0.0% of portfolio›$1.3K
Silver Grove Financial Group, Inc.31
0.0% of portfolio›$694
Provenance Wealth Advisors, LLC30
0.0% of portfolio›$672
Pinnacle Wealth Planning Services, Inc.27
0.0% of portfolio›$605
Capital Advisors, Ltd. LLC25
0.0% of portfolio›$1
TD Private Client Wealth LLC10
0.0% of portfolio›$224
CoreCap Advisors, LLC8
0.0% of portfolio›$179
Covestor Ltd5
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,833,318$41.0M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
218,109$4.9M0.0%CoreLowNew York, NY2026-11-05
Creative Planning
211,034$4.7M0.0%IndexVery LowOverland Park, KS2026-11-02
Knights of Columbus Asset Advisors LLC
132,228$3.0M0.1%CoreMediumNew Haven, CT2026-11-05
Corbyn Investment Management Inc
111,700$2.5M0.7%ValueLowLutherville, MD2026-10-30
Principal Financial Group Inc
83,767$1.9M0.0%CoreLowDes Moines, IA2026-11-02
Salzhauer Michael
72,157$1.6M0.6%GARPLowNew York, NY2026-10-28
Jackson Creek Investment Advisors LLC
64,320$1.4K0.0%ValueVery HighCastle Rock, CO2026-11-04
Tred Avon Family Wealth, LLC
61,816$1.4M0.4%CoreLowEaston, MD2026-10-20
Y-Intercept (Hong Kong) Ltd
50,288$1.1M0.0%ValueVery HighHong Kong, South Korea2026-10-16
Hoxton Planning & Management, LLC
49,824$1.1M0.3%ETFLowShepherdstown, WV2026-10-15
Strs Ohio
28,900$647.1K0.0%CoreMediumColumbus, OH2026-10-30
Citigroup Inc
21,172$474.0K0.0%CoreMediumNew York, NY2026-11-04
Diversify Wealth Management, LLC
21,020$473.8K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
21,020$473.8K0.0%GrowthLowSandy, UT2026-10-20
Wealth Enhancement Advisory Services, LLC
17,303$390.7K0.0%CoreLowPlymouth, MN2026-10-13
Anchyra Partners LLC
15,588$349.0K0.1%CoreLowAtlanta, GA2026-10-13
Sterling Capital Management LLC
14,699$329.1K0.0%GARPMediumCharlotte, NC2026-10-22
Smithbridge Asset Management Inc
14,025$314.0K0.0%GrowthLowChadds Ford, PA2026-10-19
Commonwealth Financial Services, LLC
13,834$309.7K0.1%ETFMediumVienna, WV2026-10-20
Integrated Advisors Network LLC
12,917$289.2K0.0%GrowthMediumDallas, TX2026-10-20
Aire Advisors, LLC
12,339$276.3K0.0%ETFVery LowBeverly Hills, CA2026-10-22
IFP Advisors, Inc
9,775$218.9K0.0%GrowthLowTampa, FL2026-10-16
Barlow Wealth Partners, LLC
9,754$220.9K0.0%CoreMediumLouisville, KY2026-10-15
Park Capital Management, LLC / WI
9,248$207.1K0.1%GrowthHighMadison, WI2026-10-13
Parallel Advisors, LLC
5,067$113.5K0.0%IndexLowSan Francisco, CA2026-11-03
State of Alaska, Department of Revenue
4,138$920.0%CoreVery LowJuneau, AK2026-10-15
Farther Finance Advisors, LLC
3,848$86.2K0.0%IndexLowSan Francisco, CA2026-10-08
Gamma Investing LLC
3,309$74.1K0.0%IndexVery LowFoster City, CA2026-10-08
Financial Consulate, Inc
1,530$34.3K0.0%ETFLowHunt Valley, MD2026-10-23
Harbor Investment Advisory, LLC
1,249$28.0K0.0%GrowthLowLutherville, MD2026-10-13
EverSource Wealth Advisors, LLC
1,241$27.8K0.0%CoreMediumBirmingham, AL2026-11-04
Bay Harbor Wealth Management, LLC
1,000$22.4K0.0%ETFMediumHunt Valley, MD2026-11-03
US Bancorp \de\
632$14.2K0.0%IndexLowMinneapolis, MN2026-11-05
Fortitude Family Office, LLC
550$12.3K0.0%ETFMediumScottsdale, AZ2026-10-14
Nisa Investment Advisors, LLC
526$11.8K0.0%IndexVery LowSt. Louis, MO2026-10-20
Signaturefd, LLC
473$10.6K0.0%IndexLowAtlanta, GA2026-10-23
Versant Capital Management, Inc
466$10.4K0.0%GARPLowPhoenix, AZ2026-10-02
Simplex Trading, LLC
463$10.4K0.0%CoreVery HighChicago, IL2026-11-04
Essential Partners LLC
450$10.1K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Toth Financial Advisory Corp
300$6.7K0.0%CoreLowLeesburg, VA2026-10-08
Evolution Wealth Management Inc.
228$5.1K0.0%ETFMediumFort Myers, FL2026-10-28
State of Wyoming
206$4.6K0.0%ValueHighCheyenne, WY2026-10-28
SJS Investment Consulting Inc.
151$3.4K0.0%ETFVery LowSylvania, OH2026-10-26
Parkside Financial Bank & Trust
90$2.0K0.0%CoreVery LowSaint Louis, MO2026-10-27
Physician Wealth Advisors, Inc.
82$1.8K0.0%ETFMediumMidvale, UT2026-10-20
Assetmark, Inc
81$1.8K0.0%ETFLowConcord, CA2026-10-21
MassMutual Private Wealth & Trust, FSB
57$1.3K0.0%CoreLowSpringfield, MA2026-10-05
True Wealth Design, LLC
56$1.3K0.0%ETFMediumAkron, OH2026-10-13
Silver Grove Financial Group, Inc.
31$6940.0%CoreMediumOrchard Park, NY2026-11-05
Provenance Wealth Advisors, LLC
30$6720.0%ETFLowFort Lauderdale, FL2026-10-30
Pinnacle Wealth Planning Services, Inc.
27$6050.0%GARPLowMansfield, OH2026-10-27
Capital Advisors, Ltd. LLC
25$10.0%ETFLowShaker Heights, OH2026-10-27
TD Private Client Wealth LLC
10$2240.0%ETFLowNew York, NY2026-10-28
CoreCap Advisors, LLC
8$1790.0%ETFMediumSouthfield, MI2026-10-08
Covestor Ltd
5$00.0%ValueHighLondon, United Kingdom2026-10-30