AVBC · Avidia Bancorp, Inc. · Shareholders & Ownership

$23.24 +0.08 (+0.33%)

Russell 2000 member Rebalance outlook locked

Market Cap

$462.51M

19.97M

Volume · Oct 28 36.76K Avg daily vol (3M) 150.1K

Every disclosed holder of AVBC in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns AVBC

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	86	7,125,968	35.68%	Yes
Insiders (Forms 3, 4, 5)	20	1,342,757	6.72%	Yes
13D/G-only blocks	1	1,606,100	8.04%	Yes
Remaining	—	9,895,481	49.55%	Rest
Registered funds (N-PORT, not summed)	84	2,932,060	14.68%	No

Shares outstanding: 19,970,306, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of AVBC

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	Avidia Bank Employee Stock Ownership Plan Trust 13G CIK 2096685 · Pension or benefit plan · Sep 30, 2025 Rule 13d-1(b), qualified institution	1,606,100	8.04%	—	Sep 30, 2025	Rule 13d-1(b), qualified institution
2	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,172,953	5.87%	-24,805	Jun 30, 2026	carried, not yet filed for the newest quarter
3	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,151,670	5.77%	+875,156	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	BlackRock, Inc. 13G CIK 2012383 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	1,151,670	5.77%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
3.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	334,916	1.68%	—	Jun 30, 2026	iShares Trust, not summed
3.3	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	172,399	0.86%	—	Jun 30, 2026	iShares Trust, not summed
3.4	iShares Micro-Cap ETF Fund S000004439 · Registered fund · Jun 30, 2026 iShares Trust, not summed	61,683	0.31%	—	Jun 30, 2026	iShares Trust, not summed
3.5	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	34,248	0.17%	—	Jun 30, 2026	Quantitative Master Series LLC, not summed
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	800,793	4.01%	-21,183	Jun 30, 2026	carried, not yet filed for the newest quarter
5	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	571,050	2.86%	-21,999	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
6	FJ Capital Management LLC 13F CIK 1599170 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	497,258	2.49%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
7	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	442,624	2.22%	+222,719	Jun 30, 2026	carried, not yet filed for the newest quarter
8	Cozzone Robert D Insider CIK 1586267 · Oct 13, 2026 Director, President & CEO, issuer-wide	261,974	1.31%	+192,521	Oct 13, 2026	Director, President & CEO, issuer-wide
9	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	251,299	1.26%	+188,377	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	1,000	0.01%	—	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
9.2	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	462	0.00%	—	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
10	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	247,210	1.24%	+36,088	Jun 30, 2026	carried, not yet filed for the newest quarter
11	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	210,485	1.05%	-746	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	HENNESSY ADVISORS INC 13F CIK 1145255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	157,000	0.79%	+2,000	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	Hennessy Small Cap Financial Fund Fund S000038531 · Registered fund · Jul 31, 2026 Hennessy Funds Trust, not summed	158,000	0.79%	+1,000	Jul 31, 2026	Hennessy Funds Trust, not summed
13	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	149,088	0.75%	+25,163	Jun 30, 2026	carried, not yet filed for the newest quarter
14	MARSHALL WACE, LLP 13F CIK 1318757 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	146,200	0.73%	+45,218	Jun 30, 2026	carried, not yet filed for the newest quarter
15	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	143,822	0.72%	+103,632	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	9,719	0.05%	—	Jun 30, 2026	Northern Funds, not summed
16	Small Cap Value Portfolio Fund S000000049 · Registered fund · Jun 30, 2026 NORTHWESTERN MUTUAL SERIES FUND INC, not summed	124,817	0.63%	-8,719	Jun 30, 2026	NORTHWESTERN MUTUAL SERIES FUND INC, not summed
17	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	124,642	0.62%	+8,344	Jun 30, 2026	carried, not yet filed for the newest quarter
18	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	123,123	0.62%	+123,123	Jun 30, 2026	carried, not yet filed for the newest quarter
19	Nelson Jonathan Michael Insider CIK 2077951 · Oct 13, 2026 CFO and Treasurer, issuer-wide	117,595	0.59%	+76,172	Oct 13, 2026	CFO and Treasurer, issuer-wide
20	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	116,812	0.58%	+73,512	Jun 30, 2026	carried, not yet filed for the newest quarter
21	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	109,562	0.55%	+11,563	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	20,740	0.10%	+3,291	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
21.2	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	19,680	0.10%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
22	Murphy Michael Dennis Insider CIK 2077941 · Sep 16, 2026 Director, issuer-wide	103,156	0.52%	+20,076	Sep 16, 2026	Director, issuer-wide
23	Ancora Advisors LLC 13F CIK 1446114 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	102,550	0.51%	+27,160	Jun 30, 2026	carried, not yet filed for the newest quarter
24	COMMONWEALTH EQUITY SERVICES, LLC 13F CIK 312272 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	92,488	0.46%	+16,307	Jun 30, 2026	carried, not yet filed for the newest quarter
25	Grimaldo Joseph F Insider CIK 2076307 · Sep 16, 2026 Director, issuer-wide	89,731	0.45%	+20,076	Sep 16, 2026	Director, issuer-wide
26	WHITE PINE CAPITAL LLC 13F CIK 1137429 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	86,705	0.43%	-3,988	Jun 30, 2026	carried, not yet filed for the newest quarter
27	Jensen Barry H Insider CIK 1471290 · Oct 13, 2026 EVP and Chief Admin Officer, issuer-wide	75,196	0.38%	+32,000	Oct 13, 2026	EVP and Chief Admin Officer, issuer-wide
28	GILLES MICHAEL O Insider CIK 1203190 · Sep 16, 2026 Director, issuer-wide	72,472	0.36%	+20,076	Sep 16, 2026	Director, issuer-wide
29	BALL JAMES N Insider CIK 1252682 · Sep 16, 2026 Director, issuer-wide	70,076	0.35%	+20,076	Sep 16, 2026	Director, issuer-wide
30	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	68,497	0.34%	-7,801	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Putnam Small Cap Value Fund Fund S000003854 · Registered fund · Aug 31, 2026 Putnam Investment Funds, not summed	33,840	0.17%	-15,800	Aug 31, 2026	Putnam Investment Funds, not summed
30.2	Putnam VT Small Cap Value Fund Fund S000003888 · Registered fund · Jun 30, 2026 Putnam Variable Trust, not summed	18,833	0.09%	-2,700	Jun 30, 2026	Putnam Variable Trust, not summed
31	Russell Investments Group, Ltd. 13F CIK 1692234 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	66,077	0.33%	-10,820	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Karmelek Nicolas Insider CIK 2076461 · Oct 13, 2026 EVP and CRO, issuer-wide	63,139	0.32%	+32,206	Oct 13, 2026	EVP and CRO, issuer-wide
33	Polaris Capital Management, LLC 13F CIK 1316926 · Registered investment adviser · Sep 30, 2026	62,600	0.31%	0	Sep 30, 2026
34	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	60,567	0.30%	+50,567	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	44,547	0.22%	—	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
34.2	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	16,000	0.08%	+6,000	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
35	Murphy Bartholomew H JR Insider CIK 2076364 · Mar 18, 2026 EVP & Chief Operating Off, issuer-wide	59,440	0.30%	+1,500	Mar 18, 2026	EVP & Chief Operating Off, issuer-wide
36	Flanigan Michael Neil Insider CIK 2076313 · Sep 18, 2026 Director, issuer-wide	58,910	0.30%	-4,000	Sep 18, 2026	Director, issuer-wide
37	Frost Donald J III Insider CIK 2076467 · Oct 13, 2026 EVP- Consumer Banking, issuer-wide	57,256	0.29%	+37,256	Oct 13, 2026	EVP- Consumer Banking, issuer-wide
38	IRONWOOD INVESTMENT MANAGEMENT LLC 13F CIK 1127761 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	53,642	0.27%	+7	Jun 30, 2026	carried, not yet filed for the newest quarter
39	Doane Thomas Insider CIK 2076473 · Oct 13, 2026 EVP- Human Resources, issuer-wide	52,786	0.26%	+32,127	Oct 13, 2026	EVP- Human Resources, issuer-wide
40	O'Connell Mark Insider CIK 2076302 · Sep 16, 2026 Director, issuer-wide	50,076	0.25%	+20,076	Sep 16, 2026	Director, issuer-wide
41	Leland Jeffrey B Insider CIK 1316138 · Sep 16, 2026 Director, issuer-wide	49,493	0.25%	+20,076	Sep 16, 2026	Director, issuer-wide
42	Blazar Paul Insider CIK 2076324 · Sep 16, 2026 Director, issuer-wide	49,411	0.25%	+20,076	Sep 16, 2026	Director, issuer-wide
43	BNP PARIBAS ARBITRAGE, SA 13F CIK 1166588 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	47,237	0.24%	+6,948	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	45,933	0.23%	+45,933	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Trexquant Investment LP 13F CIK 1633445 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	45,006	0.23%	+18,957	Jun 30, 2026	carried, not yet filed for the newest quarter
46	PANAGORA ASSET MANAGEMENT INC 13F CIK 883677 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	44,696	0.22%	+44,696	Jun 30, 2026	carried, not yet filed for the newest quarter
47	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	37,847	0.19%	-20,455	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	36,191	0.18%	+36,191	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	24,217	0.12%	—	Jul 31, 2026	TIAA-CREF Funds, not summed
49	GSA CAPITAL PARTNERS LLP 13F CIK 1362033 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	35,205	0.18%	+35,205	Jun 30, 2026	carried, not yet filed for the newest quarter
50	STILWELL VALUE LLC 13F CIK 1397076 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	35,000	0.18%	-5,000	Jun 30, 2026	carried, not yet filed for the newest quarter

2 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 165 holders

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Key facts CIK 2058758 CUSIP 05369T100 13F (30d) 13 filings 12 filers Visit website Investor relations