Sandy Spring Bancorp Inc (SASR) Ownership

22.24 ↑0.52 (2.39%)

As of May 3, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Sandy Spring Bancorp Inc (SASR), owning a total of 4.5 million shares. Combined, the top 36 institutional holders of SASR own 73.57% of the company with a total of 33 million shares.

In the latest ownership report on December 31st 2023, the top 36 institutional holders increased their combined ownership of SASR by 1 million shares. 13 institutions bought 1,166,248 total additional shares and increased their ownership by an average of 17.59%. However 7 institutions sold 213,290 total shares and decreased their ownership by an average of 4.02%.

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 952,958 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	9.969%	6.496%	4,480,226	273,275	2023-12-31
T. Rowe Price Investment Management,Inc.	5.981%	5.411%	2,687,784	137,966	2023-12-31
Vanguard Group Inc	5.949%	1.697%	2,673,548	44,611	2023-12-31
Dimensional Fund Advisors, Inc.	4.986%	2.397%	2,240,530	52,454	2023-12-31
Amvescap Plc.	3.031%	-4.940%	1,362,203	-70,792	2023-12-31
Macquarie Group Ltd	2.929%	-2.588%	1,316,483	-34,973	2023-12-31
State Street Corporation	2.892%	-2.518%	1,299,686	-33,574	2023-12-31
Geode Capital Management, LLC	2.187%	5.063%	982,643	47,357	2023-12-31
Massachusetts Financial Services Company	1.902%	0.571%	854,774	4,855	2023-12-31
Systematic Financial Management LP	1.442%	-1.838%	647,883	-12,128	2023-12-31
Charles Schwab Investment Management Inc	1.292%	7.473%	580,628	40,374	2023-12-31
Goldman Sachs Group Inc	1.229%	139.479%	552,414	321,741	2023-12-31
Northern Trust Corp	1.200%	3.437%	539,093	17,912	2023-12-31
American Century Companies Inc	1.156%	19.589%	519,466	85,089	2023-12-31
AQR Capital Management LLC	1.066%	18.057%	479,100	73,279	2023-12-31
Bank of New York Mellon Corp	0.905%	14.381%	406,906	51,161	2023-12-31
Hotchkis & Wiley Capital Management LLC	0.828%	-7.194%	371,910	-28,830	2023-12-31
Morgan Stanley - Brokerage Accounts	0.807%	4.668%	362,677	16,174	2023-12-31
Bank of America Corp	0.786%	-0.032%	353,094	-113	2023-12-31
ProShare Advisors LLC	0.735%	-9.057%	330,149	-32,880	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	9.969%	6.496%	4,480,226	273,275	2023-12-31
T. Rowe Price Associates, Inc.	6.690%	0.746%	2,986,559	22,123	2022-06-30
T. Rowe Price Investment Management,Inc.	5.981%	5.411%	2,687,784	137,966	2023-12-31
Vanguard Group Inc	5.949%	1.697%	2,673,548	44,611	2023-12-31
Dimensional Fund Advisors, Inc.	4.986%	2.397%	2,240,530	52,454	2023-12-31
Amvescap Plc.	3.031%	-4.940%	1,362,203	-70,792	2023-12-31
Macquarie Group Ltd	2.929%	-2.588%	1,316,483	-34,973	2023-12-31
State Street Corporation	2.892%	-2.518%	1,299,686	-33,574	2023-12-31
Westwood Holdings Group Inc	2.290%	-38.260%	1,028,248	-637,207	2023-06-30
DePrince Race & Zollo Inc	2.201%	-7.203%	987,927	-76,682	2023-06-30
Geode Capital Management, LLC	2.187%	5.063%	982,643	47,357	2023-12-31
Massachusetts Financial Services Company	1.902%	0.571%	854,774	4,855	2023-12-31
Ameriprise Financial Inc	1.550%	20.007%	693,156	115,560	2022-12-31
Systematic Financial Management LP	1.442%	-1.838%	647,883	-12,128	2023-12-31
Charles Schwab Investment Management Inc	1.292%	7.473%	580,628	40,374	2023-12-31
HHG PLC	1.277%	-53.814%	570,934	-665,222	2022-12-31
Goldman Sachs Group Inc	1.229%	139.479%	552,414	321,741	2023-12-31
Northern Trust Corp	1.200%	3.437%	539,093	17,912	2023-12-31
American Century Companies Inc	1.156%	19.589%	519,466	85,089	2023-12-31
AQR Capital Management LLC	1.066%	18.057%	479,100	73,279	2023-12-31
NORGES BANK	1.012%	1.406%	454,142	6,297	2022-12-31
Victory Capital Management Inc.	0.993%	8.073%	445,809	33,301	2023-06-30
North Reef Capital Management LP	0.968%	0.000%	434,880	434,880	2023-09-30
Acadian Asset Management LLC	0.948%	0.000%	425,786	425,786	2023-06-30
Bank of New York Mellon Corp	0.905%	14.381%	406,906	51,161	2023-12-31
Hotchkis & Wiley Capital Management LLC	0.828%	-7.194%	371,910	-28,830	2023-12-31
Morgan Stanley - Brokerage Accounts	0.807%	4.668%	362,677	16,174	2023-12-31
Bank of America Corp	0.786%	-0.032%	353,094	-113	2023-12-31
First Trust Advisors L.P.	0.787%	102.587%	352,979	178,743	2023-06-30
ProShare Advisors LLC	0.735%	-9.057%	330,149	-32,880	2023-12-31
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 40 mutual fund holders of SASR own 43.67% of the company with a total of 19.6 million shares.

In the latest ownership report on March 31st 2024, the top 40 fund holders increased their combined ownership of SASR by 1.9 million shares. 1 funds bought 9,404 total additional shares and increased their ownership by an average of 0.71%. However 4 funds sold 1,865,561 total shares and decreased their ownership by an average of 40.07%.

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 -1,856,157 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.964%	0.711%	1,332,015	9,404	2024-03-31
Vanguard Institutional Extnd Mkt Idx Tr	1.429%	-6.171%	642,198	-42,233	2024-03-31
MFS New Discovery Value I	1.288%	-12.895%	578,940	-85,704	2024-03-31
T. Rowe Price Small-Cap Value	0.857%	-76.676%	384,964	-1,265,573	2024-03-31
SPDR® S&P Regional Banking ETF	0.699%	0.000%	313,991	0	2024-03-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.609%	0.000%	273,611	0	2024-03-31
T. Rowe Price U.S. SC Value Eq Tr-Z	0.577%	-64.558%	259,157	-472,051	2024-03-31
BlackRock Advantage Small Cap Core Instl	0.496%	0.000%	222,930	0	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.964%	0.711%	1,332,015	9,404	2024-03-31
Vanguard Instl Ttl Stck Mkt Idx Tr	2.949%	0.676%	1,323,927	8,891	2023-03-31
Invesco High Yield Eq Div Achiev™ ETF	2.705%	0.000%	1,215,771	0	2024-02-29
iShares Russell 2000 ETF	2.612%	3.280%	1,173,679	37,271	2024-03-28
Delaware Small Cap Value A	1.973%	-1.357%	886,725	-12,200	2024-02-29
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
Vanguard Institutional Extnd Mkt Idx Tr	1.429%	-6.171%	642,198	-42,233	2024-03-31
Vanguard Extended Market Index Investor	1.429%	-0.020%	640,909	-128	2023-08-31
MFS New Discovery Value I	1.288%	-12.895%	578,940	-85,704	2024-03-31
Janus Henderson Small Cap Value L	1.202%	-7.837%	537,344	-45,691	2022-12-31
Avantis US Small Cap Value ETF	1.193%	0.000%	536,273	0	2024-03-29
T. Rowe Price Small-Cap Stock	1.195%	-36.367%	533,500	-304,900	2022-09-30
Fidelity Small Cap Index	0.989%	0.703%	444,230	3,102	2024-01-31
iShares Russell 2000 Value ETF	0.953%	-0.064%	428,310	-272	2024-03-28
Fidelity® Small Cap Index	0.950%	3.057%	426,535	12,651	2023-10-31
DFA US Small Cap Value I	0.881%	11.202%	395,844	39,874	2024-02-29
T. Rowe Price Small-Cap Value	0.857%	-76.676%	384,964	-1,265,573	2024-03-31
DFA US Small Cap I	0.844%	0.000%	379,264	0	2024-02-29
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
ProShares Russell 2000 Dividend Growers	0.759%	0.000%	341,153	0	2024-03-28
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
SPDR® S&P Regional Banking ETF	0.699%	0.000%	313,991	0	2024-03-31
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
Victory Integrity Small-Cap Value A	0.648%	0.000%	289,800	0	2022-12-31
Integrity Small-Cap Value Comp	0.649%	0.000%	289,800	0	2022-12-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.609%	0.000%	273,611	0	2024-03-31
Fidelity Extended Market Index	0.581%	3.936%	261,051	9,885	2024-02-29
T. Rowe Price U.S. SC Value Eq Tr-Z	0.577%	-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
DFA US Targeted Value I	0.526%	19.401%	236,497	38,427	2024-02-29
Dimensional US Targeted Value ETF	0.509%	0.000%	228,939	0	2024-02-29
Schwab Fundamental US Small Company ETF	0.502%	0.000%	225,437	0	2024-03-29
BlackRock Advantage Small Cap Core Instl	0.496%	0.000%	222,930	0	2024-03-31