$SBC

$5.45 +$0.24 (4.61%) Close

$SBC Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 102.8M shares outstanding

Who owns SBC?

By type of holder

Institutions 4.3% Insiders 87.2% Everyone else 8.5%

Concentration Top 10 holders own 85.7%

Yoshiyuki Aikawa 82.0% · Lumbard & Kellner, LLC 1.7%

Institutional ownership

4.3%

+2.9 pts vs last qtr

Institutional holders

+6 vs last qtr

Net shares bought

+2.9M

by institutions in Q2 2026

New / sold out

12 / 6

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Lumbard & Kellner, LLC +1.7M
BlackRock, Inc. +504.4K

Biggest sellers in Q2 2026

Goldman Sachs Group Inc SOLD OUT −25.1K
Russell Investments Group, Ltd. −9.3K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for SBC Medical Group Holdings Inc in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2023–FY2025

+9.3%

+4.57% a year

Each share's claim on the business

−8.5%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$5M vs $13M

over 3 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years0% 1–3 years47% Under 1 year53%

Quarterly turnover

104.0%

of institutional shares changed hands

Top 10 managers, median time held

1 year

Super Investors

Investment managers reporting SBC on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
LK Lumbard & Kellner, LLC	1.7M	1.68%	+1.7M (+9899.5%)	Q1 '26	1.6%
Shares held by quarter Peak holding1.7M (Q2'26) Change over 8 quarters+1.7M Share of the company1.680% Lumbard & Kellner, LLC's full portfolio →
B BlackRock, Inc.	924.0K	0.90%	+504.4K (+120.2%)	2025	0.0%
Shares held by quarter Peak holding924.0K (Q2'26) Change over 8 quarters+924.0K Share of the company0.900% BlackRock, Inc.'s full portfolio →

Lumbard & Kellner, LLC

1.7M

% of company

1.68%

Change vs last qtr

+1.7M (+9899.5%)

Held since

Q1 '26

BlackRock, Inc.

924.0K

% of company

0.90%

Change vs last qtr

+504.4K (+120.2%)

Held since

2025

28 more super investors behind a free account

See every manager holding SBC Medical Group Holdings Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting SBC on Form N-PORT; together they hold 1.3% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IR iShares Russell 2000 ETF iShares Trust	$1.17M	378.8K	0.37%	0.00%	June 30, 2026
FS Fidelity Small Cap Index Fund Fidelity Salem Street Trust	$656K	214.3K	0.21%	0.00%	July 31, 2026

iShares Russell 2000 ETF

iShares Trust

Position value

$1.17M

% of company

0.37%

% of the fund

0.00%

As of

June 30, 2026

Fidelity Small Cap Index Fund

Fidelity Salem Street Trust

Position value

$656K

% of company

0.21%

% of the fund

0.00%

As of

July 31, 2026

23 more funds behind a free account

See every fund holding SBC Medical Group Holdings Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
YA Yoshiyuki Aikawa 5%+ holder 13D · 82.2%	84.3M	81.97%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company81.970% Disclosed stake13D · 82.2% View the 13D/G filing →

Yoshiyuki Aikawa

5%+ holder13D · 82.2%

84.3M

% of company

81.97%

Change vs last qtr

—

Held since

—

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