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OSBC · Old Second Bancorp Inc · Holdings

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$24.81 -0.06 (-0.24%) Earnings today
Russell 2000 member Rebalance outlook locked
Market Cap
$1.27B
Shares
50.88M
Volume · Oct 22 47.95K Avg daily vol (3M) 485.31K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP → See every holder of OSBC: 13F, 13D and 13G, insiders and funds →
Institutional holdings are being reconciled with SEC filings. Holder totals and changes may be incomplete until reconciliation finishes.
The Sep 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out. Each fund's Change is measured against its own previous reported quarter, shown in the Reported column. Pick a completed quarter in the Quarter selector below to put every fund on one quarter and see the stock-wide activity breakdown.
Holders: 190
Total Value: $909,991,406
Total Shares: 38,975,009
Showing 1–100 of 190 holdings by value · page 1 of 2

Institutional Ownership Trend

27 quarters

Holder Concentration

Across 184 13F filers
Top Holder
11.1%
Sep 2023 → Jun 2026 · range 10.6% – 11.6%
of institutional value
Top 5
32.5%
Sep 2023 → Jun 2026 · range 32.4% – 43.9%
of institutional value
Top 10
52.2%
Sep 2023 → Jun 2026 · range 52.1% – 62.0%
of institutional value
HHI
377
Sep 2023 → Jun 2026 · range 377 – 503
Broadly held

Who Holds OSBC

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 184 filers, like-for-like change +2.9%; actively managed books +3.6%; index-like books +1.5%.

Holder type Share Filers Change
Registered adviser 50.4% 102 +5.5%
Exempt adviser 0.0% 1 -68.2%
Adviser 1.2% 5 +52.1%
Bank 10.5% 16 -4.5%
Insurer 0.2% 1 +7.2%
Benefit plan 0.2% 3 +22.2%
Non-US 0.2% 3 +12.8%
Holding company 17.6% 6 -1.9%
Unknown 19.5% 47 +3.0%

The Sep 30, 2026 filing window is still open, so its bar carries the Jun 30, 2026 positions of filers that have not filed yet.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 2 holders with no observed 2026-06-30 13F. Compared across CIK changes: JANUS HENDERSON GROUP PLC continues as Jupiter Topco LLC.

Conviction and Crowding

184 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders
4
2.17% of filers hold it in their top 10
Mar 31, 2026: 4
Holders above 5%
1
median weight 0.002%
Mar 31, 2026: 1
Crowding
25.1%
of shares outstanding, 71st percentile
Mar 31, 2026: 23.5%
Private-fund advisers
24.7%
of shares outstanding
Institutional ownership
75.5%
79.2% of the estimated free float
Top 10 holders
52.2%
of 13F shares, Herfindahl 0.038
Active holders
+3.6%
like-for-like share change of active filers
5% stakes on record
1
0 13D, 1 13G (1 institutional, 0 passive, 0 exempt)
How long holders have held it value-weighted 16.6 quarters
Under 1 year 16.1% 1 to 3 years 24.1% 3 years or more 59.8% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).

Estimated Holder Cost Basis

Quarter ended Jun 30, 2026, on that quarter's share basis

Estimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.

Estimated avg cost
$17.90
estimated per share
Mar 31, 2026: $17.28
Quarter-end price
$23.32
implied by 13F values
Estimated gain or loss
+30.3%
price against the estimated cost
Estimated at a loss
0.000%
of costed 13F value

Estimated cost covers 27.9% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.

Shared Holders

Companies OSBC's active holders also own, quarter ended Jun 30, 2026
# Company Shared holders
1 BCAL California BanCorp \ CA 7
2 SFST Southern First Bancshares Inc 6
3 CCNE Cnb Financial Corp 6
4 CNOB ConnectOne Bancorp, Inc. 6
5 AVBH Avidbank Holdings, Inc. 4
6 COSO CoastalSouth Bancshares, Inc. 4
7 OBT Orange County Bancorp, Inc. 4
8 FSUN Firstsun Capital Bancorp 5
9 FSBC Five Star Bancorp 4
10 HBNC Horizon Bancorp Inc 4

Shareholder Targets

13F filers that own its peers but not OSBC, quarter ended Jun 30, 2026

Found through its holder-overlap peers: BCAL, SFST, CCNE, CNOB, AVBH, COSO, OBT, FSUN, FSBC, HBNC, CBK, BWB, BANC, HTB, FRST, USCB, CIVB, FCBM, MCB, OBK. 533 filers in all.

# Filer In peers
1 T. Rowe Price Investment Management, Inc. Adviser, Diversified active $477,201,285 5 held
2 Patriot Financial Partners GP II, L.P. Unknown, Concentrated $175,826,560 5 held
3 ENDEAVOUR CAPITAL ADVISORS INC Registered adviser, Concentrated $162,899,827 9 held
4 MILLENNIUM MANAGEMENT LLC Registered adviser, Systematic-like $138,463,453 16 held
5 ADAGE CAPITAL PARTNERS GP, L.L.C. Registered adviser, Diversified active $116,415,458 6 held
6 PL Capital Advisors, LLC Registered adviser, Concentrated $90,141,422 3 held
7 Fortress Investment Group LLC Adviser, Concentrated $85,178,292 1 held
8 MALTESE CAPITAL MANAGEMENT LLC Registered adviser, Diversified active $84,570,560 11 held
9 Qube Research & Technologies Ltd Exempt adviser, Systematic-like $81,396,288 12 held
10 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Registered adviser, Diversified active $79,675,817 9 held

Fund Ownership of OSBC by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 14.70% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 3.43% 1,746,832
Index ETFs 11.27% 5,733,388
Active ETFs 2.45% 1,248,857
Active funds 11.07% 5,629,488
Unclassified 3.87% 1,968,890
All registered funds 32.09% 16,327,455
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Holder type: Registered adviser 106 Exempt adviser 1 Adviser 5 Bank 16 Insurer 1 Benefit plan 3 Non-US 3 Holding company 6 Unknown 49
Showing 100 of 190
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
BlackRock, Inc. $100,245,282 11.02% 4,298,683
DIMENSIONAL FUND ADVISORS LP $58,269,006 6.40% 2,498,671
VANGUARD CAPITAL MANAGEMENT LLC $50,834,731 5.59% 2,179,877
STATE STREET CORP $42,890,190 4.71% 1,839,202
Davis Asset Management, L.P. $41,976,000 4.61% 1,800,000
AMERICAN CENTURY COMPANIES INC $41,598,682 4.57% 1,783,820
GOLDMAN SACHS GROUP INC $37,891,548 4.16% 1,624,852
FJ Capital Management LLC $34,056,831 3.74% 1,460,413
Boston Partners $33,001,647 3.63% 1,415,165
GEODE CAPITAL MANAGEMENT, LLC $31,468,753 3.46% 1,349,432
KENNEDY CAPITAL MANAGEMENT LLC $28,846,443 3.17% 1,236,983
BANC FUNDS CO LLC $24,116,214 2.65% 1,034,143
MANUFACTURERS LIFE INSURANCE COMPANY, THE $20,350,221 2.24% 872,651
VANGUARD PORTFOLIO MANAGEMENT LLC $19,107,661 2.10% 819,368
Stieven Capital Advisors, L.P. $19,013,448 2.09% 815,328
River Street Advisors LLC $18,166,466 2.00% 779,008
ALLIANCEBERNSTEIN L.P. $14,967,825 1.64% 641,845
JPMORGAN CHASE & CO $12,956,637 1.42% 555,602
NORTHERN TRUST CORP $12,952,112 1.42% 555,408
WELLINGTON MANAGEMENT GROUP LLP $12,694,125 1.39% 544,345
Nuveen, LLC $11,477,216 1.26% 492,162
BRIDGEWAY CAPITAL MANAGEMENT, LLC $10,571,492 1.16% 453,323
CONGRESS ASSET MANAGEMENT CO $10,070,312 1.11% 411,201
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $10,058,009 1.11% 431,304
AQR CAPITAL MANAGEMENT LLC $9,006,974 0.99% 386,234
BANK OF AMERICA CORP /DE/ $8,690,148 0.95% 372,648
Gator Capital Management, LLC $8,388,903 0.92% 359,730
Bank of New York Mellon Corp $7,975,742 0.88% 342,013
VANGUARD FIDUCIARY TRUST CO $7,956,784 0.87% 341,200
MORGAN STANLEY $7,423,169 0.82% 318,318
CITADEL ADVISORS LLC $7,089,769 0.78% 304,021
FRANKLIN RESOURCES INC $6,047,435 0.66% 259,324
Forum Financial Management, LP $5,813,117 0.64% 237,367
Empowered Funds, LLC $5,797,981 0.64% 248,627
Thrivent Financial for Lutherans $5,649,922 0.62% 242,278
Mariner, LLC $5,254,065 0.58% 225,303
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $4,914,573 0.54% 210,745
GREAT LAKES ADVISORS, LLC $4,755,157 0.52% 203,909
TWO SIGMA INVESTMENTS, LP $4,683,099 0.51% 200,819
Squarepoint Ops LLC $3,915,054 0.43% 167,884
BLAIR WILLIAM & CO/IL $3,806,476 0.42% 163,228
Siena Capital Partners GP, LLC $3,802,046 0.42% 163,038
EJF Capital LP $3,529,668 0.39% 151,358
UBS Group AG $3,433,239 0.38% 147,223
VICTORY CAPITAL MANAGEMENT INC $3,309,434 0.36% 141,914
Russell Investments Group, Ltd. $3,148,432 0.35% 135,010
Elizabeth Park Capital Advisors, Ltd. $3,018,937 0.33% 129,457
SEI INVESTMENTS CO $2,743,970 0.30% 117,666
D. E. Shaw & Co., Inc. $2,666,082 0.29% 114,326
Curi Capital, LLC $2,343,775 0.26% 100,505
Swiss National Bank $2,341,328 0.26% 100,400
MENDON CAPITAL ADVISORS CORP $2,332,000 0.26% 100,000
Fisher Asset Management, LLC $2,268,686 0.25% 97,285
FIRST TRUST ADVISORS LP $2,200,172 0.24% 94,347
State of New Jersey Common Pension Fund D $2,074,640 0.23% 88,964
BARCLAYS PLC $2,042,901 0.22% 87,603
MSH Capital Advisors LLC $1,978,142 0.22% 84,826
PRINCIPAL FINANCIAL GROUP INC $1,878,052 0.21% 80,534
JCSD Capital, LLC $1,814,709 0.20% 74,100
Invesco Ltd. $1,801,258 0.20% 77,241
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $1,775,397 0.20% 76,132
Quantinno Capital Management LP $1,715,325 0.19% 73,556
RHUMBLINE ADVISERS $1,632,353 0.18% 69,998
HSBC HOLDINGS PLC $1,546,395 0.17% 66,312
BANK OF MONTREAL /CAN/ $1,498,823 0.16% 64,272
Sara-Bay Financial $1,444,910 0.16% 59,000
MARTINGALE ASSET MANAGEMENT L P $1,427,743 0.16% 61,224
HUDSON EDGE INVESTMENT PARTNERS INC. $1,415,663 0.16% 60,706
Knights of Columbus Asset Advisors LLC $1,337,728 0.15% 57,364
CITIGROUP INC $1,284,931 0.14% 55,100
Campbell & CO Investment Adviser LLC $1,260,142 0.14% 54,037
Creative Planning $1,255,734 0.14% 53,848
ExodusPoint Capital Management, LP $1,253,893 0.14% 53,769
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $1,194,986 0.13% 51,243
DEUTSCHE BANK AG\ $1,190,112 0.13% 51,034
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC $1,182,160 0.13% 50,693
IEQ CAPITAL, LLC $1,173,205 0.13% 50,309
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $1,133,103 0.12% 46,268
PRICE T ROWE ASSOCIATES INC /MD/ $1,095,036 0.12% 46,957
HighTower Advisors, LLC $1,015,889 0.11% 43,563
WELLS FARGO & COMPANY/MN $999,424 0.11% 42,857
Legal & General Group Plc $946,277 0.10% 40,578
FMR LLC $930,980 0.10% 39,922
VANGUARD ASSET MANAGEMENT, Ltd $904,279 0.10% 38,777
Y-Intercept (Hong Kong) Ltd $900,595 0.10% 36,774
Aquatic Capital Management LLC $879,164 0.10% 37,700
Hunter Perkins Capital Management, LLC $813,611 0.09% 34,889
GSA CAPITAL PARTNERS LLP $811,979 0.09% 34,819
Sanctuary Advisors, LLC $790,757 0.09% 33,909
ROTHSCHILD INVESTMENT LLC $765,339 0.08% 32,819
Rafferty Asset Management, LLC $755,288 0.08% 32,388
Vanguard Global Advisers, LLC $743,744 0.08% 31,893
STATE OF WISCONSIN INVESTMENT BOARD $711,912 0.08% 30,528
ROYAL BANK OF CANADA $700,789 0.08% 30,051
MetLife Investment Management, LLC $691,228 0.08% 29,641
OSAIC HOLDINGS, INC. $635,072 0.07% 27,233
Jupiter Topco LLC $611,730 0.07% 26,232
ENVESTNET ASSET MANAGEMENT INC $573,951 0.06% 24,612
Integrated Advisors Network LLC $552,641 0.06% 22,566
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $545,431 0.06% 23,389

Showing the top 100 of 190 holders. Create a free account to see every holder, past quarters, search, filters and CSV export.

Key facts CIK 357173 CUSIP 680277100 13F (30d) 27 filings 27 filers Visit website Investor relations