CIVB · Civista Bancshares, Inc. · Shareholders & Ownership

$27.91 -0.25 (-0.89%) Q3 2026 earnings call transcript

Russell 2000 member Rebalance outlook locked

Market Cap

$585.57M

20.79M

Volume · Oct 28 20.52K Avg daily vol (3M) 137.95K

Every disclosed holder of CIVB 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 CIVB

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)	152	13,629,128	65.54%	Yes
Insiders (Forms 3, 4, 5)	25	371,701	1.79%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	6,793,409	32.67%	Rest
Registered funds (N-PORT, not summed)	181	6,296,234	30.28%	No

Shares outstanding: 20,794,238, 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 CIVB

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	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,702,436	8.19%	+214,836	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	574,632	2.76%	+94,801	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	210,311	1.01%	+37,089	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Micro-Cap ETF Fund S000004439 · Registered fund · Jun 30, 2026 iShares Trust, not summed	70,049	0.34%	+18,722	Jun 30, 2026	iShares Trust, not summed
1.4	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	36,670	0.18%	+4,336	Jun 30, 2026	Quantitative Master Series LLC, not summed
1.5	Diversified Equity Alpha Master Portfolio Fund S000004282 · Registered fund · Jun 30, 2026 Master Investment Portfolio, not summed	9,843	0.05%	-3,214	Jun 30, 2026	Master Investment Portfolio, not summed
2	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,259,065	6.05%	-78,523	Jun 30, 2026	carried, not yet filed for the newest quarter
3	DIMENSIONAL FUND ADVISORS LP 13G CIK 354204 · Registered investment adviser · Sep 30, 2026 Rule 13d-1(b), qualified institution, not summed	1,096,031	5.27%	+226,368	Sep 30, 2026	Rule 13d-1(b), qualified institution, not summed
3.1	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,025,247	4.93%	+74,917	Jun 30, 2026	carried, not yet filed for the newest quarter
3.2	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	251,673	1.21%	+19,059	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3.3	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	112,909	0.54%	+2,132	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3.4	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	104,189	0.50%	+25,254	Jul 31, 2026	Dimensional ETF Trust, not summed
3.5	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	99,718	0.48%	+2,708	Jul 31, 2026	Dimensional ETF Trust, not summed
4	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	899,109	4.32%	-46,606	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	AB Small Cap Value Portfolio Fund S000045542 · Registered fund · Jun 30, 2026 AB CAP FUND, INC., not summed	148,671	0.72%	+6,211	Jun 30, 2026	AB CAP FUND, INC., not summed
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	885,162	4.26%	+22,715	Jun 30, 2026	carried, not yet filed for the newest quarter
6	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	624,463	3.00%	+12,268	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
7	MANUFACTURERS LIFE INSURANCE COMPANY, THE 13F CIK 928047 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	570,879	2.75%	-3,918	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	Regional Bank Fund Fund S000000635 · Registered fund · Jul 31, 2026 John Hancock Investment Trust II, not summed	281,223	1.35%	0	Jul 31, 2026	John Hancock Investment Trust II, not summed
8	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	555,485	2.67%	+155,477	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	State Street(R) SPDR(R) S&P(R) Regional Banking ETF Fund S000012325 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	114,181	0.55%	—	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.2	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	7,000	0.03%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
8.3	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	555	0.00%	+129	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
8.4	State Street Balanced Index Fund Fund S000082802 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	135	0.00%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
9	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	548,033	2.64%	+60,281	Jun 30, 2026	carried, not yet filed for the newest quarter
10	ENDEAVOUR CAPITAL ADVISORS INC 13F CIK 1218749 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	516,376	2.48%	-104,499	Jun 30, 2026	carried, not yet filed for the newest quarter
11	ROYCE & ASSOCIATES LP 13F CIK 906304 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	391,417	1.88%	-1,943	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	Royce Small-Cap Fund Fund S000009507 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	199,297	0.96%	0	Jun 30, 2026	ROYCE FUND, not summed
11.2	Royce Capital Fund - Small-Cap Portfolio Fund S000009497 · Registered fund · Jun 30, 2026 ROYCE CAPITAL FUND, not summed	113,217	0.54%	-3,031	Jun 30, 2026	ROYCE CAPITAL FUND, not summed
11.3	Royce Small-Cap Value Fund Fund S000009516 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	67,648	0.33%	0	Jun 30, 2026	ROYCE FUND, not summed
12	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	290,834	1.40%	+57,257	Jun 30, 2026	carried, not yet filed for the newest quarter
13	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 13F CIK 1164833 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	275,008	1.32%	+2,300	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Hotchkis and Wiley Small Cap Diversified Value Fund Fund S000045868 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	70,500	0.34%	0	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
14	MENDON CAPITAL ADVISORS CORP 13F CIK 1177043 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	268,279	1.29%	-43,446	Jun 30, 2026	carried, not yet filed for the newest quarter
15	Curi Capital, LLC 13F CIK 1332905 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	251,090	1.21%	-32,190	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	RMB Mendon Financial Services Fund Fund S000002998 · Registered fund · Jun 30, 2026 RMB Investors Trust, not summed	250,000	1.20%	-32,190	Jun 30, 2026	RMB Investors Trust, not summed
16	John Hancock Financial Opportunities Fund Fund · Registered fund · Jun 30, 2026 John Hancock Financial Opportunities Fund, not summed	250,733	1.21%	—	Jun 30, 2026	John Hancock Financial Opportunities Fund, not summed
17	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	241,915	1.16%	+10,799	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
18	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	221,567	1.07%	+2,495	Jun 30, 2026	carried, not yet filed for the newest quarter
19	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	206,717	0.99%	+124,348	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	83,111	0.40%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
19.2	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	71,852	0.35%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
19.3	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	14,730	0.07%	-4,504	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
19.4	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	8,134	0.04%	-224	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
19.5	Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Fund S000009355 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	1,284	0.01%	—	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
20	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	192,051	0.92%	+31,750	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	10,802	0.05%	+777	Jun 30, 2026	Northern Funds, not summed
20.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	4,787	0.02%	+4,300	Jun 30, 2026	Northern Funds, not summed
21	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	168,561	0.81%	+12,205	Jun 30, 2026	carried, not yet filed for the newest quarter
22	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	166,044	0.80%	-1,680	May 31, 2026	American Century ETF Trust, not summed
23	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	152,368	0.73%	+27,683	Jun 30, 2026	carried, not yet filed for the newest quarter
24	BEESE FULMER INVESTMENT MANAGEMENT, INC. 13F CIK 911274 · Registered investment adviser · Sep 30, 2026	151,658	0.73%	-4,726	Sep 30, 2026
25	WURM GERALD B Insider CIK 1193469 · Jun 8, 2026 Insider, issuer-wide	151,202	0.73%	+3,327	Jun 8, 2026	Insider, issuer-wide
26	Summit Financial Strategies, Inc. 13F CIK 1625246 · Registered investment adviser · Sep 30, 2026	142,614	0.69%	0	Sep 30, 2026
27	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	137,585	0.66%	+1,685	Jun 30, 2026	carried, not yet filed for the newest quarter
28	RITHOLTZ WEALTH MANAGEMENT 13F CIK 1698218 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	136,518	0.66%	+62	Jun 30, 2026	carried, not yet filed for the newest quarter
29	Stieven Capital Advisors, L.P. 13F CIK 1388279 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	126,953	0.61%	+300	Jun 30, 2026	carried, not yet filed for the newest quarter
30	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	122,700	0.59%	-5,500	Jun 30, 2026	carried, not yet filed for the newest quarter
31	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	121,489	0.58%	+6,307	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Omni Small-Cap Value Fund Fund S000033567 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	32,523	0.16%	0	Jun 30, 2026	Bridgeway Funds, Inc., not summed
32	Hillsdale Investment Management Inc. 13F CIK 1368465 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	117,611	0.57%	-12,400	Jun 30, 2026	carried, not yet filed for the newest quarter
33	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	117,595	0.57%	+1,387	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
34	Knights of Columbus Asset Advisors LLC 13F CIK 1688666 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	116,393	0.56%	+666	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Knights of Columbus Small Cap Equity Fund Fund S000048266 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE III, not summed	108,006	0.52%	+3,463	Jul 31, 2026	ADVISORS' INNER CIRCLE III, not summed
34.2	Knights of Columbus U.S. ALL CAP INDEX FUND Fund S000066639 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE III, not summed	115	0.00%	+6	Jul 31, 2026	ADVISORS' INNER CIRCLE III, not summed
35	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 13F CIK 1009016 · Unknown · Sep 30, 2026	106,394	0.51%	0	Sep 30, 2026
36	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	104,853	0.50%	+10,628	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
37	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	100,432	0.48%	+11,922	Jun 30, 2026	carried, not yet filed for the newest quarter
38	Empowered Funds, LLC 13F CIK 1592828 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	88,966	0.43%	+6,307	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	EA Bridgeway Omni Small-Cap Value ETF Fund S000078089 · Registered fund · Jun 30, 2026 EA Series Trust, not summed	88,966	0.43%	+6,307	Jun 30, 2026	EA Series Trust, not summed
39	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	82,312	0.40%	+11,453	Jun 30, 2026	carried, not yet filed for the newest quarter
40	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	78,410	0.38%	-8,004	Jun 30, 2026	carried, not yet filed for the newest quarter
41	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	76,410	0.37%	+3,019	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	First Trust Dow Jones Select MicroCap Index Fund Fund S000010772 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	68,976	0.33%	+3,008	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
41.2	First Trust NASDAQ ABA Community Bank Index Fund Fund S000026211 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	7,326	0.04%	+11	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
42	PRUDENTIAL FINANCIAL INC 13F CIK 1137774 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	68,120	0.33%	-2,630	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Elizabeth Park Capital Advisors, Ltd. 13F CIK 1600583 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	60,891	0.29%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
44	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	59,304	0.29%	+4,617	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	50,856	0.24%	+5,952	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
44.2	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	9,755	0.05%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
45	Pinnacle Holdings, LLC 13F CIK 1411784 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	58,920	0.28%	-110	Jun 30, 2026	carried, not yet filed for the newest quarter
46	PGIM Quant Solutions Small-Cap Value Fund Fund S000004689 · Registered fund · Jul 31, 2026 Target Portfolio Trust, not summed	57,300	0.28%	0	Jul 31, 2026	Target Portfolio Trust, not summed
47	MARTINGALE ASSET MANAGEMENT L P 13F CIK 936944 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	56,255	0.27%	+56,255	Jun 30, 2026	carried, not yet filed for the newest quarter
48	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	44,237	0.21%	+733	Jul 31, 2026	Principal Funds, Inc, not summed
49	Quantinno Capital Management LP 13F CIK 1759654 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	43,772	0.21%	+2,401	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Murray Dennis E Jr Insider CIK 1574584 · Dec 31, 2025 Director, issuer-wide	43,662	0.21%	+25,856	Dec 31, 2025	Director, issuer-wide

20 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 265 holders

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Key facts CIK 944745 CUSIP 178867107 13F (30d) 23 filings 23 filers Visit website Investor relations