Sandy Spring Bancorp Inc (SASR) Ownership

33.76 ↑2.09 (6.60%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Sandy Spring Bancorp Inc (SASR), owning a total of 4.2 million shares. Combined, the top 40 institutional holders of SASR own 84.76% of the company with a total of 38.2 million shares.

In the latest ownership report on September 30th 2024, the top 40 institutional holders increased their combined ownership of SASR by 700 thousand shares. 14 institutions bought 1,983,516 total additional shares and increased their ownership by an average of 167.77%. However 6 institutions sold 1,283,949 total shares and decreased their ownership by an average of 19.01%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Sandy Spring Bancorp increased by a net total of 699,567 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	9.368%	-6.765%	4,229,951	-306,941	2024-09-30
Vanguard Group Inc	6.114%	2.388%	2,760,566	64,375	2024-09-30
Dimensional Fund Advisors, Inc.	5.793%	5.865%	2,615,522	144,901	2024-09-30
North Reef Capital Management LP	4.928%	5.952%	2,225,000	125,000	2024-09-30
State Street Corp	3.089%	-5.226%	1,394,485	-76,892	2024-09-30
Franklin Resources Inc	2.816%	93.853%	1,271,498	615,591	2024-09-30
Macquarie Group Ltd	2.752%	0.221%	1,242,459	2,745	2024-09-30
Geode Capital Management, LLC	2.376%	3.400%	1,072,619	35,271	2024-09-30
Systematic Financial Management LP	2.271%	13.356%	1,025,227	120,793	2024-09-30
American Century Companies Inc	1.964%	14.380%	886,732	111,480	2024-09-30
Wellington Management Company LLP	1.815%	17.420%	819,475	121,574	2024-09-30
Massachusetts Financial Services Company	1.789%	10.323%	807,940	75,596	2024-09-30
Victory Capital Management Inc.	1.771%	15.106%	799,835	104,968	2024-09-30
Charles Schwab Investment Management Inc	1.506%	1.662%	679,924	11,117	2024-09-30
Goldman Sachs Group Inc	1.131%	0.378%	510,834	1,921	2024-09-30
Northern Trust Corp	1.068%	-6.364%	482,234	-32,777	2024-09-30
Basswood Capital Management LLC	1.039%	2,164.410%	468,891	448,184	2024-09-30
Hotchkis & Wiley Capital Management LLC	0.967%	-23.666%	436,440	-135,310	2024-09-30
Morgan Stanley - Brokerage Accounts	0.891%	-63.490%	402,062	-699,186	2024-09-30
Bank of New York Mellon Corp	0.779%	-8.537%	351,883	-32,843	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	9.368%	-6.765%	4,229,951	-306,941	2024-09-30
T. Rowe Price Associates, Inc.	6.690%	0.746%	2,986,559	22,123	2022-06-30
Vanguard Group Inc	6.114%	2.388%	2,760,566	64,375	2024-09-30
Dimensional Fund Advisors, Inc.	5.793%	5.865%	2,615,522	144,901	2024-09-30
North Reef Capital Management LP	4.928%	5.952%	2,225,000	125,000	2024-09-30
State Street Corp	3.089%	-5.226%	1,394,485	-76,892	2024-09-30
State Street Corporation	3.038%	5.454%	1,370,574	70,888	2024-03-31
Amvescap Plc.	3.023%	-4.940%	1,362,203	-70,792	2023-12-31
Franklin Resources Inc	2.816%	93.853%	1,271,498	615,591	2024-09-30
Macquarie Group Ltd	2.752%	0.221%	1,242,459	2,745	2024-09-30
Geode Capital Management, LLC	2.376%	3.400%	1,072,619	35,271	2024-09-30
Westwood Holdings Group Inc	2.290%	-38.260%	1,028,248	-637,207	2023-06-30
Systematic Financial Management LP	2.271%	13.356%	1,025,227	120,793	2024-09-30
DePrince Race & Zollo Inc	2.201%	-7.203%	987,927	-76,682	2023-06-30
American Century Companies Inc	1.964%	14.380%	886,732	111,480	2024-09-30
Wellington Management Company LLP	1.815%	17.420%	819,475	121,574	2024-09-30
Massachusetts Financial Services Company	1.789%	10.323%	807,940	75,596	2024-09-30
Victory Capital Management Inc.	1.771%	15.106%	799,835	104,968	2024-09-30
Ameriprise Financial Inc	1.550%	20.007%	693,156	115,560	2022-12-31
Charles Schwab Investment Management Inc	1.506%	1.662%	679,924	11,117	2024-09-30
T. Rowe Price Investment Management,Inc.	1.464%	-75.425%	660,533	-2,027,251	2024-03-31
HHG PLC	1.277%	-53.814%	570,934	-665,222	2022-12-31
Goldman Sachs Group Inc	1.131%	0.378%	510,834	1,921	2024-09-30
Northern Trust Corp	1.068%	-6.364%	482,234	-32,777	2024-09-30
AQR Capital Management LLC	1.049%	5.706%	473,241	25,546	2024-06-30
Basswood Capital Management LLC	1.039%	2,164.410%	468,891	448,184	2024-09-30
NORGES BANK	1.012%	1.406%	454,142	6,297	2022-12-31
Hotchkis & Wiley Capital Management LLC	0.967%	-23.666%	436,440	-135,310	2024-09-30
Acadian Asset Management LLC	0.948%	0.000%	425,786	425,786	2023-06-30
Morgan Stanley - Brokerage Accounts	0.891%	-63.490%	402,062	-699,186	2024-09-30
Bank of America Corp	0.840%	1.870%	379,181	6,962	2024-06-30
First Trust Advisors L.P.	0.787%	102.587%	352,979	178,743	2023-06-30
Bank of New York Mellon Corp	0.779%	-8.537%	351,883	-32,843	2024-09-30
ProShare Advisors LLC	0.774%	5.721%	349,036	18,887	2024-03-31
AllianceBernstein L.P.	0.731%	-57.684%	327,958	-447,070	2023-06-30
Chartwell Investment Partners, LLC	0.650%	-2.546%	290,614	-7,591	2023-03-31
Millennium Management LLC	0.637%	154.857%	284,517	172,879	2022-09-30
Forest Hill Capital, LLC	0.540%	0.000%	241,252	0	2022-09-30
JPMorgan Chase & Co	0.514%	2.162%	229,600	4,858	2022-06-30
Principal Financial Group Inc	0.514%	-5.227%	229,437	-12,655	2022-09-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Sandy Spring Bancorp Inc (SASR), owning a total of 1.3 million shares. Combined, the top 47 mutual fund holders of SASR own 52.74% of the company with a total of 23.7 million shares.

In the latest ownership report on December 31st 2024, the top 47 fund holders increased their combined ownership of SASR by 13 thousand shares. 2 funds bought 4,672 total additional shares and increased their ownership by an average of 0.58%. However 2 funds sold 18,060 total shares and decreased their ownership by an average of 1.62%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Sandy Spring Bancorp decreased by a net total of -13,388 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Russell 2000 ETF	2.748%	-0.522%	1,240,672	-6,510	2024-12-31
Avantis US Small Cap Value ETF	1.605%	0.000%	724,705	0	2024-12-31
SPDR® S&P Regional Banking ETF	1.195%	0.596%	539,749	3,200	2024-12-31
iShares Russell 2000 Value ETF	0.915%	-2.720%	413,098	-11,550	2024-12-31
Schwab Fundamental U.S. Small CompanyETF	0.578%	0.568%	260,733	1,472	2024-12-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.963%	-0.546%	1,337,821	-7,348	2024-11-30
Vanguard Instl Ttl Stck Mkt Idx Tr	2.949%	0.676%	1,323,927	8,891	2023-03-31
iShares Russell 2000 ETF	2.748%	-0.522%	1,240,672	-6,510	2024-12-31
Invesco High Yield Eq Div Achiev™ ETF	2.705%	0.000%	1,215,771	0	2024-02-29
Franklin Small Cap Value A	2.334%	29.249%	1,053,717	238,453	2024-11-30
Delaware US Small Cap Value Eq SMA	1.894%	-5.171%	849,100	-46,300	2023-06-30
Delaware Sm-Cap Val Eq	1.795%	0.000%	801,400	0	2022-03-31
Franklin US Small Cap Value Equity	1.656%	107.522%	747,469	387,281	2024-09-30
Franklin Small Cap Value SMA Composite	1.656%	14,949,300.000%	747,469	747,464	2024-09-30
Avantis US Small Cap Value ETF	1.605%	0.000%	724,705	0	2024-12-31
Vanguard Institutional Extnd Mkt Idx Tr	1.511%	0.024%	682,379	161	2024-11-30
Vanguard Extended Market Index Investor	1.429%	-0.020%	640,909	-128	2023-08-31
DFA US Small Cap Value I	1.363%	0.000%	615,292	0	2024-11-30
MFS New Discovery Value I	1.340%	-0.652%	605,143	-3,973	2024-11-30
SPDR® S&P Regional Banking ETF	1.195%	0.596%	539,749	3,200	2024-12-31
Janus Henderson Small Cap Value L	1.202%	-7.837%	537,344	-45,691	2022-12-31
T. Rowe Price Small-Cap Stock	1.195%	-36.367%	533,500	-304,900	2022-09-30
Fidelity Small Cap Index	0.997%	0.389%	450,135	1,743	2024-10-31
Fidelity® Small Cap Index	0.950%	3.057%	426,535	12,651	2023-10-31
iShares Russell 2000 Value ETF	0.915%	-2.720%	413,098	-11,550	2024-12-31
Delaware Small Cap Value A	0.897%	-52.019%	404,925	-439,000	2024-10-31
Macquarie Small Cap Value A	0.893%	-0.420%	403,225	-1,700	2024-11-30
T. Rowe Price Small-Cap Value	0.854%	-76.676%	384,964	-1,265,573	2024-03-31
Westwood Quality SmallCap Fund Inst	0.821%	-45.207%	368,303	-303,865	2023-06-30
Columbia Small Cap Value II	0.807%	0.000%	360,670	0	2022-12-31
Westwood Mgt SmallCap Value	0.790%	-44.848%	354,186	-288,008	2023-06-30
Integrity Small-Cap Value Comp	0.758%	13.095%	342,000	39,600	2024-09-30
Victory Integrity Small-Cap Value A	0.758%	13.095%	342,000	39,600	2024-09-30
Avantis® U.S. Small Cap Value ETF	0.754%	0.000%	338,396	0	2023-07-29
American Beacon Small Cp Val R5	0.741%	-8.995%	332,459	-32,860	2023-06-30
DFA US Targeted Value I	0.706%	0.000%	318,716	0	2024-11-30
Macquarie VIP Small Cap Value Series Std	0.684%	0.000%	308,750	0	2024-09-30
Delaware VIP Small Cap Value Series Std	0.674%	0.000%	302,950	0	2024-02-29
Columbia Small Cap Value II Inst	0.668%	0.000%	299,300	0	2023-02-28
DFA US Micro Cap I	0.654%	0.000%	292,273	0	2023-01-31
ProShares Russell 2000 Dividend Growers	0.641%	-0.289%	289,107	-837	2024-06-28
Franklin Small Cap Value VIP 1	0.604%	0.000%	272,609	0	2024-11-30
BlackRock Advantage Small Cap Core Instl	0.597%	0.000%	269,122	0	2024-07-31
DFA US Small Cap I	0.589%	0.000%	265,772	0	2024-11-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.585%	0.000%	264,011	0	2024-11-30
Fidelity Extended Market Index	0.583%	-4.184%	263,108	-11,490	2024-09-30
Schwab Fundamental U.S. Small CompanyETF	0.578%	0.568%	260,733	1,472	2024-12-31
T. Rowe Price U.S. SC Value Eq Tr-Z	0.575%	-64.558%	259,157	-472,051	2024-03-31
Victory Market Neutral Income I	0.570%	-4.983%	255,880	-13,420	2023-09-30
Fidelity® Extended Market Index	0.540%	0.000%	242,445	0	2023-11-30
Schwab Fundamental US Small Company ETF	0.514%	0.000%	231,370	0	2024-05-31
Dimensional US Targeted Value ETF	0.509%	0.000%	228,939	0	2024-02-29