SEC 13F Intelligence

SUMMIT FINL GROUP INC

CUSIP 86606G101

Summit Finl Group Inc has 58 institutional holders in Filings Flow’s 13F database, together reporting 1.89M shares worth $21M as of Q4 2022. The largest reported holders are Pinnacle Financial Partners Inc, Legal & General Group PLC, and Oxford Asset Management LLP.

Institutional Holders
58
Q4 2022
Reported Value
$21M
Ticker
unmapped
private placement or foreign
Quarters Tracked
7

Ownership Trend

Institutional holders
Q4 ’18: 38Q4 ’18Q1 ’19: 38Q1 ’19Q2 ’19: 42Q2 ’19Q3 ’19: 38Q3 ’19Q2 ’21: 44Q2 ’21Q4 ’21: 51Q4 ’21Q4 ’22: 58Q4 ’22filingsflow.com
Total reported value
Q4 ’18: $30MQ4 ’18Q1 ’19: $93MQ1 ’19Q2 ’19: $77MQ2 ’19Q3 ’19: $68MQ3 ’19Q2 ’21: $78MQ2 ’21Q4 ’21: $203MQ4 ’21Q4 ’22: $21MQ4 ’22filingsflow.com

Holders

Mixed quarters
Export to Excel
Manager% of PortfolioValueSharesQuarter
OXFORD ASSET MANAGEMENT LLP$268M AUM6.87%$67523.3KQ2 2024OLDER
PINNACLE FINANCIAL PARTNERS INC$4.2B AUM0.00%$121,5954.5KQ2 2024OLDER
Legal & General Group Plc$432.4B AUM0.00%$27,253888Q1 2025

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.