Mechanics Bancorp Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of MCHB?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	6,567,929	2.97%
General Public	13,917,761	6.29%
Institutions	29,137,121	13.2%
VC/PE Firms	171,765,719	77.6%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 90.83% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
77.6%	Ford Financial Fund	171,765,719	US$2.6b	0%	no data
1.56%	Edward Downer	3,456,240	US$52.8m	-62.7%	no data
1.55%	BlackRock, Inc.	3,432,142	US$52.5m	175%	no data
1.21%	The Vanguard Group, Inc.	2,668,010	US$40.8m	170%	no data
1.04%	Mechanics Bancorp	2,301,961	US$35.2m	-32.8%	4.75%
0.99%	Douglas Downer	2,188,624	US$33.5m	-50%	no data
0.62%	Geode Capital Management, LLC	1,368,368	US$20.9m	167%	no data
0.6%	Philadelphia Financial Management of San Francisco, LLC	1,319,486	US$20.2m	-12.3%	4.34%
0.56%	GW&K Investment Management, LLC	1,233,288	US$18.9m	36.2%	0.15%
0.5%	Composition Wealth, LLC	1,115,781	US$17.1m	0%	0.23%
0.49%	BNY Asset Management	1,084,752	US$16.6m	1,750%	no data
0.39%	State Street Global Advisors, Inc.	865,603	US$13.2m	96%	no data
0.38%	Centerbook Partners LP	850,570	US$13.0m	688%	0.66%
0.36%	Dimensional Fund Advisors LP	806,634	US$12.3m	12.4%	no data
0.35%	J. Goldman & Co., L.P.	774,237	US$11.8m	63%	0.45%
0.34%	Charles Schwab Investment Management, Inc.	749,606	US$11.5m	77.2%	no data
0.33%	Mendon Capital Advisors Corp	726,502	US$11.1m	-31.1%	4.2%
0.31%	Curi Capital, LLC	689,630	US$10.5m	-26.4%	0.18%
0.31%	Maltese Capital Management, LLC	687,400	US$10.5m	-32.2%	1.85%
0.28%	Philosophy Capital Management LLC	623,775	US$9.5m	0%	1.1%
0.27%	AllianceBernstein L.P.	588,200	US$9.0m	103%	no data
0.23%	Sculptor Capital Management, Inc.	512,727	US$7.8m	0%	0.14%
0.22%	Stieven Capital Advisors, L.P.	480,235	US$7.3m	-17.5%	1.38%
0.2%	Citadel Advisors LLC	445,825	US$6.8m	1,020%	no data
0.16%	Siena Capital Partners GP, LLC	353,216	US$5.4m	0%	1.38%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2026/04/12 22:51
End of Day Share Price	2026/04/10 00:00
Earnings	2025/12/31
Annual Earnings	2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Mechanics Bancorp is covered by 3 analysts. 2 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
David Rochester	Cantor Fitzgerald & Co.
Christopher McGratty	Keefe, Bruyette, & Woods
Wood Lay	Keefe, Bruyette, & Woods