SBC Medical Group Holdings Inc. 13F holders
56 funds reported a position in SBC Medical Group Holdings Inc. in their 13F for the quarter ended 30 June 2026, together 4.4 million shares worth $13.5 million. Against the quarter before, 12 opened a position, 33 added, 7 trimmed and 4 sold out; together they bought a net 2.9 million shares. The largest holders: Lumbard & Kellner, LLC, BlackRock, Inc. and Geode Capital Management, LLC.
Funds holding56+6 on Q1 2026
Shares they held4.4Mworth $13.5 million
Net bought on the quarter2.9M sharesabout $9.1 million at the funds' values
Funds buying to selling45 to 11opened or added, to cut or sold
Opened 12Added 33Held 4Trimmed 7Sold out 4
What each fund did in SBC against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in SBC in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
3,241 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 11 reported a position in SBC Medical Group Holdings Inc.: 1 opened one, 7 added, 2 trimmed and 3 sold out, a net 24,308 shares sold.
| Fund | Change in shares | Shares now | Status | Filing |
|---|---|---|---|---|
| Williams & Novak Wealth Management, LLC | +7,644 | 26,330 | added | 13F |
| Nisa Investment Advisors, LLC | +2,254 | 7,254 | added | 13F |
| Farther Finance Advisors, LLC | +771 | 779 | added | 13F |
| SBI Securities Co., Ltd. | -524 | 48,913 | trimmed | 13F |
| SJS Investment Consulting Inc. | +116 | 121 | added | 13F |
| Sterling Capital Management LLC | +25 | 375 | added | 13F |
| IFP Advisors, Inc | +18 | 20 | added | 13F |
| Essential Partners LLC | -12 | 14 | trimmed | 13F |
| Fortitude Family Office, LLC | +9 | 9 | new | 13F |
| Caitong International Asset Management Co., Ltd | +2 | 6 | added | 13F |
| Abel Hall, LLC | -10,607 | 0 | sold out | 13F |
| Central Pacific Bank - Trust Division | -24,000 | 0 | sold out | 13F |
| True Wealth Design, LLC | -4 | 0 | sold out | 13F |
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 3 reported a position in SBC Medical Group Holdings Inc. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 427,864 shares worth $1.3 million, 0.0% of its reported book. New this quarter: Citadel Advisors. In the quarter, 3 funds added or opened a position and 0 trimmed or sold out; together they bought a net 284,194 shares, about $875,317 at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 427,864 | $1.3 million | 0.0% | +132,085 | added | 30 June 2026 | 13F |
| Citadel Advisors | 144,718 | $445,731 | 0.0% | +144,718 | new | 30 June 2026 | 13F |
| FMR LLC | 10,779 | $33,199 | 0.0% | +7,391 | added | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| Lumbard & Kellner, LLC | 1,727,208 | 39.29% | $5.3 million | 1.61% | +1,709,935 | 13F |
| BlackRock, Inc. | 924,002 | 21.02% | $2.8 million | 0.00% | +504,362 | 13F |
| Geode Capital Management, LLC | 427,864 | 9.73% | $1.3 million | 0.00% | +132,085 | 13F |
| Citadel Advisors LLC | 144,718 | 3.29% | $445,731 | 0.00% | new | 13F |
| Vanguard Capital Management LLC | 135,783 | 3.09% | $418,212 | 0.00% | -456 | 13F |
| Northern Trust Corp. | 131,204 | 2.98% | $404,108 | 0.00% | +40,065 | 13F |
| Vanguard Portfolio Management LLC | 128,295 | 2.92% | $395,149 | 0.00% | +64,748 | 13F |
| Hillsdale Investment Management Inc. | 124,800 | 2.84% | $384,384 | 0.01% | new | 13F |
| Segall Bryant & Hamill, LLC | 81,307 | 1.85% | $250,426 | 0.00% | no change | 13F |
| Vanguard Fiduciary Trust Co. | 66,281 | 1.51% | $204,145 | 0.00% | +3,808 | 13F |
| SBI Securities Co., Ltd. | 49,437 | 1.12% | $152,266 | 0.00% | +4,357 | 13F |
| State Street Corp. | 49,239 | 1.12% | $151,656 | 0.00% | +18,400 | 13F |
| Charles Schwab Investment Management Inc. | 46,855 | 1.07% | $144,313 | 0.00% | +28,654 | 13F |
| Mariner, LLC | 33,747 | 0.77% | $103,941 | 0.00% | +9,787 | 13F |
| Bank of New York Mellon Corp | 26,991 | 0.61% | $83,132 | 0.00% | +16,811 | 13F |
| Nuveen, LLC | 25,381 | 0.58% | $78,173 | 0.00% | +13,013 | 13F |
| AQR Capital Management LLC | 24,098 | 0.55% | $74,222 | 0.00% | +11,524 | 13F |
| Central Pacific Bank - Trust Division | 24,000 | 0.55% | $73,920 | 0.01% | new | 13F |
| Two Sigma Securities, LLC | 21,487 | 0.49% | $66,180 | 0.01% | new | 13F |
| Deutsche Bank AG | 18,783 | 0.43% | $57,852 | 0.00% | new | 13F |
| Williams & Novak Wealth Management, LLC | 18,686 | 0.43% | $57,553 | 0.04% | +4,449 | 13F |
| New York State Common Retirement Fund | 17,000 | 0.39% | $52,360 | 0.00% | no change | 13F |
| Wells Fargo & Company | 16,118 | 0.37% | $49,643 | 0.00% | +11,868 | 13F |
| Bank of America Corp. | 11,417 | 0.26% | $35,165 | 0.00% | new | 13F |
| Price T Rowe Associates Inc. | 11,138 | 0.25% | $35,000 | 0.00% | new | 13F |
| FMR LLC | 10,779 | 0.25% | $33,199 | 0.00% | +7,391 | 13F |
| Rhumbline Advisers | 10,731 | 0.24% | $33,046 | 0.00% | +4,284 | 13F |
| Abel Hall, LLC | 10,607 | 0.24% | $32,670 | 0.01% | new | 13F |
| Morgan Stanley | 10,347 | 0.24% | $31,869 | 0.00% | +1,948 | 13F |
| Citigroup Inc. | 8,930 | 0.20% | $27,505 | 0.00% | +8,336 | 13F |
| Mirae Asset Global ETFS Holdings Ltd. | 8,861 | 0.20% | $27,292 | 0.00% | +3,504 | 13F |
| Vanguard Global Advisers, LLC | 8,557 | 0.19% | $26,356 | 0.00% | no change | 13F |
| JPMorgan Chase & Co. | 8,151 | 0.19% | $25,676 | 0.00% | +3,566 | 13F |
| BNP Paribas Financial Markets | 5,368 | 0.12% | $16,533 | 0.00% | +2,891 | 13F |
| Nisa Investment Advisors, LLC | 5,000 | 0.11% | $15,400 | 0.00% | new | 13F |
| UBS Group AG | 4,917 | 0.11% | $15,144 | 0.00% | +1,183 | 13F |
| Russell Investments Group, Ltd. | 4,329 | 0.10% | $13,333 | 0.00% | -9,260 | 13F |
| Tower Research Capital LLC (TRC) | 3,901 | 0.09% | $12,015 | 0.00% | -1,316 | 13F |
| Barclays PLC | 3,699 | 0.08% | $11,394 | 0.00% | +526 | 13F |
| Royal Bank of Canada | 2,826 | 0.06% | $9,000 | 0.00% | +1,519 | 13F |
| Legal & General Group Plc | 2,086 | 0.05% | $6,435 | 0.00% | +1,572 | 13F |
| Ameritas Investment Partners, Inc. | 577 | 0.01% | $1,777 | 0.00% | no change | 13F |
| Sterling Capital Management LLC | 350 | 0.01% | $1,078 | 0.00% | -2 | 13F |
| Arax Advisory Partners | 187 | 0.00% | $576 | 0.00% | +168 | 13F |
| California State Teachers Retirement System | 158 | 0.00% | $487 | 0.00% | -452 | 13F |
| EverSource Wealth Advisors, LLC | 51 | 0.00% | $156 | 0.00% | +44 | 13F |
| Allworth Financial LP | 44 | 0.00% | $136 | 0.00% | +42 | 13F |
| Essential Partners LLC | 26 | 0.00% | $80 | 0.00% | -505 | 13F |
| PNC Financial Services Group, Inc. | 25 | 0.00% | $77 | 0.00% | +15 | 13F |
| Rothschild Investment LLC | 11 | 0.00% | $34 | 0.00% | +9 | 13F |
The 50 largest of the 56 funds that reported a position in SBC in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 21 April 2026 | 13D/A | Yoshiyuki Aikawa | 84.3 million | 82.2% | 19 April 2026 | Item 4 of the Schedule 13D is hereby amended and restated as set forth below: On April 19, 2026, the Reporting Person, as a selling stockholder and the Issuer entered into an underwriting agreement (the "Underwriting Agreement") with Maxim | EDGAR |
| 13 March 2026 | 13G | Aikawa Equity Management Co., Ltd. and 1 other | 5.3 million | 5.2% | 6 March 2026 | passive, under 20% (13d-1(c)) | EDGAR |
| 10 March 2026 | 13D/A | Yoshiyuki Aikawa | 87.4 million | 85.2% | 6 March 2026 | The first paragraph of Item 4 of the Schedule 13D is hereby amended and restated as set forth below: The Reporting Person beneficially owns the shares of the Common Stock described herein. The Reporting Person is also a director, Chairman a | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 29 September 2026 | 15,085 | $5.03 | SEC |
| 28 September 2026 | 10,000 | $4.90 | SEC |
| 25 September 2026 | 1,737 | $4.75 | SEC |
| 24 September 2026 | 1,333 | $4.85 | SEC |
| 22 September 2026 | 1,120 | $5.14 | SEC |
| 21 September 2026 | 6,105 | $4.75 | SEC |
| 18 September 2026 | 5,394 | $4.69 | SEC |
| 17 September 2026 | 394 | $4.48 | SEC |
| 16 September 2026 | 42,425 | $4.59 | SEC |
| 15 September 2026 | 45,558 | $4.54 | SEC |
| 14 September 2026 | 8,133 | $4.46 | SEC |
| 11 September 2026 | 5,551 | $4.40 | SEC |
| 10 September 2026 | 551 | $4.34 | SEC |
| 9 September 2026 | 5,000 | $4.43 | SEC |
| 8 September 2026 | 5,000 | $4.12 | SEC |
| 4 September 2026 | 5,000 | $4.28 | SEC |
| 3 September 2026 | 5,000 | $4.23 | SEC |
| 2 September 2026 | 5,000 | $4.18 | SEC |
| 31 August 2026 | 544 | $4.05 | SEC |
| 28 August 2026 | 176 | $4.11 | SEC |
| 27 August 2026 | 105,172 | $4.14 | SEC |
| 26 August 2026 | 5,000 | $4.25 | SEC |
| 25 August 2026 | 10,000 | $4.15 | SEC |
| 24 August 2026 | 5,000 | $4.00 | SEC |
| 20 August 2026 | 6,481 | $3.87 | SEC |
| 19 August 2026 | 102,316 | $3.60 | SEC |
| 18 August 2026 | 31,893 | $3.65 | SEC |
| 17 August 2026 | 17,613 | $3.66 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.