Civista Bancshares

CIVB • NASDAQ

Civista Bancshares is a banks - regional company in the financial services sector on NASDAQ, led by Dennis G. Shaffer, with a market cap of $465.8M. As of Q3 2025, 67% of shares are held by 129 institutional investors, with WELLINGTON MANAGEMENT CO LLP as the largest holder at 7.63%.

Chief Executive OfficerDennis G. Shaffer

Market Cap$465.8M

Banks - Regional

Financial Services

Employees539.0

Websitecivb.com

Country

United States of America

Overview

Overview of institutional ownership in CIVB as of Q3 2025 with a market cap of $392.2M

All Institutions

Institutions: 129
Value Held: $261.9M
Shares Held: 12.9M
Avg Position: $2.0M
Median Position: $434.2K

Hedge Funds

Hedge Funds: 19
Value Held: $35.1M
Shares Held: 1.7M
Avg Position: $1.8M
Median Position: $1.2M

Ownership Breakdown

Institutional (non-HF)

57.83%

$226.8M

Hedge Funds

8.94%

$35.1M

Retail & Other

33.24%

$130.4M

Based on market cap of $392.2M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in CIVB as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
WELLINGTON MANAGEMENT CO LLP Long Only Manager	Jean Marie Hynes CEO	$29.9M 0.01% of portfolio	7.63% 1.5M shares	Q1 2017 Held for 8y 8m	$571.21B
B BlackRock, Inc. Institution	-	$29.2M 0.00% of portfolio	7.44% 1.4M shares	Q1 2017 Held for 8y 8m	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$20.8M 0.00% of portfolio	5.29% 1.0M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$17.7M 0.00% of portfolio	4.50% 869.7K shares	Q4 2016 Held for 8y 11m	$466.32B
M MANUFACTURERES LIFE INSURANCE CO Institution	-	$12.0M 0.01% of portfolio	3.07% 592.3K shares	Q2 2016 Held for 9y 5m	$120.17B
ENDEAVOUR CAPITAL ADVISORS INC Private Equity	Aaron Samuel Richmond Managing Partner	$11.1M 3.36% of portfolio	2.84% 548.2K shares	Q3 2025 Held for 2 months	$331.5M
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$8.7M 0.00% of portfolio	2.23% 430.4K shares	Q3 2016 Held for 9y 2m	$1.57T
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$7.8M 0.00% of portfolio	2.00% 385.8K shares	Q2 2017 Held for 8y 5m	$2.88T
ALLIANCEBERNSTEIN L.P. Long Only Manager	Seth Perry Bernstein CEO	$7.2M 0.00% of portfolio	1.84% 355.5K shares	Q2 2025 Held for 5 months	$317.45B
SANDLER ONEILL ASSET MANAGEMENT LLC Hedge Fund•Long/Short	Terry Anthony Maltese President	$5.8M 0.89% of portfolio	1.47% 284.0K shares	Q1 2017 Held for 8y 8m	$646.2M

Net Capital Flow

Institutional buying and selling activity for CIVB in Q3 2025

Traded: +$81.4M
Buyers: 72
Sellers: 53
Total Bought: +$95.0M
Total Sold: −$13.6M
Avg Position: $1.8M

Biggest Buyers

Institution	Net Bought	Current Position
WELLINGTON MANAGEMENT CO LLP Long Only Manager	+$27.4M +1.4M shares	$29.9M 1.5M shares
ENDEAVOUR CAPITAL ADVISORS INC Private Equity	+$11.1M +548.2K shares	$11.1M 548.2K shares
ALLIANCEBERNSTEIN L.P. Long Only Manager	+$7.0M +343.6K shares	$7.2M 355.5K shares
R ROYCE & ASSOCIATES LLC Institution	+$5.6M +275.0K shares	$5.6M 275.0K shares
JACOBS ASSET MANAGEMENT, LLC Hedge Fund•Long/Short	+$4.1M +200.0K shares	$4.1M 200.0K shares
Fourthstone LLC Hedge Fund•Long/Short	+$4.0M +196.2K shares	$4.4M 216.4K shares
VANGUARD GROUP INC Institution	+$3.4M +166.0K shares	$20.8M 1.0M shares
M MANUFACTURERES LIFE INSURANCE CO Institution	+$2.9M +142.3K shares	$12.0M 592.3K shares
SANDLER ONEILL ASSET MANAGEMENT LLC Hedge Fund•Long/Short	+$2.8M +137.0K shares	$5.8M 284.0K shares
UBS Group AG Institution	+$2.4M +117.9K shares	$4.3M 210.7K shares

Biggest Sellers

Institution	Net Sold	Current Position
ZACKS INVESTMENT MANAGEMENT RIA/Wealth	−$2.3M −98.2K shares	Sold Off 0 shares
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	−$1.0M −50.3K shares	$1.8M 89.4K shares
Elizabeth Park Capital Advisors, Ltd. Hedge Fund•Long/Short	−$865.1K −42.6K shares	$1.2M 60.9K shares
ACADIAN ASSET MANAGEMENT LLC Long Only Manager	−$784.5K −33.8K shares	Sold Off 0 shares
L LSV ASSET MANAGEMENT Long Only Manager	−$757.9K −37.3K shares	$3.1M 152.4K shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$723.2K −35.6K shares	$286.2K 14.1K shares
Trexquant Investment LP Hedge Fund•Quant	−$593.5K −25.6K shares	Sold Off 0 shares
AMERIPRISE FINANCIAL INC Institution	−$579.2K −28.5K shares	$690.2K 34.0K shares
MORGAN STANLEY RIA/Wealth	−$521.3K −25.7K shares	$2.2M 108.8K shares
M MENDON CAPITAL ADVISORS CORP Hedge Fund•Sector	−$510.6K −25.1K shares	$4.6M 225.3K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited CIVB in Q3 2025

New Positions: 13
New Value: $26.8M
Exited Positions: 17
Exited Value: $6.1M

New Positions

Institution	Position Value
ENDEAVOUR CAPITAL ADVISORS INC Private Equity	$11.1M 548.2K shares
R ROYCE & ASSOCIATES LLC Institution	$5.6M 275.0K shares
JACOBS ASSET MANAGEMENT, LLC Hedge Fund•Long/Short	$4.1M 200.0K shares
S Stieven Capital Advisors, L.P. Hedge Fund•Long/Short	$2.2M 110.0K shares
STRATEGIC VALUE BANK PARTNERS LLC Hedge Fund•Value	$2.0M 100.0K shares
N North Reef Capital Management LP Hedge Fund•Long/Short	$604.8K 29.8K shares
V VISTA INVESTMENT MANAGEMENT RIA/Wealth	$350.7K 17.3K shares
STATE OF WISCONSIN INVESTMENT BOARD RIA/Wealth	$310.7K 15.3K shares
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	$251.7K 12.4K shares
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	$207.1K 10.2K shares

Exited Positions

Institution	Previous Position
ZACKS INVESTMENT MANAGEMENT RIA/Wealth	$2.3M 98.2K shares
ACADIAN ASSET MANAGEMENT LLC Long Only Manager	$784.5K 33.8K shares
Trexquant Investment LP Hedge Fund•Quant	$593.5K 25.6K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$430.1K 18.5K shares
Janney Montgomery Scott LLC RIA/Wealth	$414.6K 17.9K shares
LOS ANGELES CAPITAL MANAGEMENT & EQUITY RESEARCH INC Long Only Manager	$384.5K 16.6K shares
Mach-1 Financial Group, Inc. RIA/Wealth	$313.9K 13.5K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	$265.0K 11.4K shares
FRANKLIN RESOURCES INC Institution	$220.5K 9.5K shares
C Cubist Systematic Strategies, LLC Institution	$209.4K 9.0K shares

Options Activity

Institutions with the largest Call and Put options positions in CIVB as of Q3 2025

Call Positions: 1
Call Value: $211.2K
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$211.2K 104.0 contracts

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with CIVB as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
ENDEAVOUR CAPITAL ADVISORS INC Private Equity	Aaron Samuel Richmond Managing Partner	3.36% $11.1M	2.84% 548.2K shares	Q3 2025 Held for 2 months	$331.5M
JACOBS ASSET MANAGEMENT, LLC Hedge Fund•Long/Short	Seymour Murray Jacobs Managing Partner	2.22% $4.1M	1.04% 200.0K shares	Q3 2025 Held for 2 months	$182.7M
M MENDON CAPITAL ADVISORS CORP Hedge Fund•Sector	Anton Villars Schutz President	2.07% $4.6M	1.17% 225.3K shares	Q4 2023 Held for 1y 11m	$221.8M
STRATEGIC VALUE BANK PARTNERS LLC Hedge Fund•Value	Josh Kaye CCO	1.44% $2.0M	0.52% 100.0K shares	Q3 2025 Held for 2 months	$140.6M
E EJF Capital LLC Institution	-	1.01% $1.8M	0.45% 86.8K shares	Q3 2025 Held for 2 months	$174.8M
Elizabeth Park Capital Advisors, Ltd. Hedge Fund•Long/Short	Fred Anthony Cummings President	0.98% $1.2M	0.32% 60.9K shares	Q2 2023 Held for 2y 5m	$126.0M
SANDLER ONEILL ASSET MANAGEMENT LLC Hedge Fund•Long/Short	Terry Anthony Maltese President	0.89% $5.8M	1.47% 284.0K shares	Q1 2017 Held for 8y 8m	$646.2M
Fourthstone LLC Hedge Fund•Long/Short	Amy Morris Stone CEO	0.79% $4.4M	1.12% 216.4K shares	Q2 2025 Held for 5 months	$557.6M
Pinnacle Holdings, LLC RIA/Wealth	David Monroe Poarch Managing Partner	0.49% $1.2M	0.31% 59.0K shares	Q3 2015 Held for 10y 2m	$246.2M
S Stieven Capital Advisors, L.P. Hedge Fund•Long/Short	Joseph Albert Stieven Managing Partner	0.42% $2.2M	0.57% 110.0K shares	Q3 2025 Held for 2 months	$530.5M

Hedge Fund Spotlight

Discover hedge funds investing in CIVB

ARROWSTREET CAPITAL LIMITED PARTNERSHIP

Hedge Fund • Quant

Portfolio ManagerAnthony Ryan

Portfolio Value: $158.92B
Positions: 1,827
Last Reported: Q3 2025

Sector Allocation

Position in Civista Bancshares

Market Value: $1.8M
Shares Held: 89.4K
Portfolio Weight: 0.00%
Owned Since: 2024-Q3

Top Holding	Sector	Market Value	Weight
1 Apple AAPL	Consumer Electronics Technology	$7.2B	4.51%
2 Microsoft MSFT	Software - Infrastructure Technology	$6.5B	4.11%
3 Nvidia NVDA	Semiconductors Technology	$4.8B	3.02%