LCNB CORP - LCNB
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 8 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 817,970 | 13,406 | 0.0% | 0.0% | 1 | +35,554 | 4.54% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 705,265 | 11,559 | 0.0% | 0.0% | 2 | +2,286 | 0.33% | Q4 2025 | Jan 29, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 545,227 | 8,936 | 1.5% | 1.44% | 3 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| LCNB CORP | History | Added to | 506,663 | 8,304 | 2.78% | 2.63% | 4 | +4,675 | 0.93% | Q4 2025 | Feb 10, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 494,644 | 8,107 | 0.0% | 0.0% | 5 | +22,124 | 4.68% | Q4 2025 | Feb 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 329,487 | 5,401 | 0.0% | 0.0% | 6 | +1,171 | 0.36% | Q4 2025 | Feb 09, 2026 |
| STATE STREET CORP | History | Added to | 180,882 | 2,964 | 0.0% | 0.0% | 7 | +623 | 0.35% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 138,116 | 2,263 | 0.0% | 0.0% | 8 | +9,200 | 7.14% | Q4 2025 | Feb 12, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 136,848 | 2,242 | 0.02% | 0.02% | 9 | -359 | -0.26% | Q4 2025 | Feb 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 115,706 | 1,896 | 0.04% | 0.03% | 10 | +6,899 | 6.34% | Q4 2025 | Feb 17, 2026 |
| AMERICAN FINANCIAL GROUP INC | History | No change | 93,582 | 1,533 | 0.56% | 0.54% | 11 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 92,080 | 1,509 | 0.0% | 0.0% | 12 | -8,791 | -8.72% | Q4 2025 | Feb 17, 2026 |
| Kapstone Financial Advisors LLC | History | Reduced | 86,067 | 1,410 | 0.7% | 0.63% | 13 | -2,869 | -3.23% | Q4 2025 | Feb 05, 2026 |
| Cetera Investment Advisers | History | No change | 81,684 | 1,338 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HORAN Wealth, LLC | History | Added to | 78,601 | 1,288 | 0.2% | 0.18% | 15 | +3,359 | 4.46% | Q4 2025 | Feb 04, 2026 |
| Empowered Funds, LLC | History | Added to | 72,106 | 1,181 | 0.02% | 0.01% | 16 | +6,899 | 10.58% | Q4 2025 | Feb 18, 2026 |
| MORGAN STANLEY | History | Added to | 67,933 | 1,113 | 0.0% | 0.0% | 17 | +12,738 | 23.08% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 62,382 | 1,022 | 0.0% | 0.0% | 18 | +17,044 | 37.59% | Q4 2025 | Mar 25, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 60,929 | 998 | 0.0% | 0.0% | 19 | +1,022 | 1.71% | Q4 2025 | Feb 10, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 56,232 | 921 | 0.0% | 0.0% | 20 | -57 | -0.1% | Q4 2025 | Feb 10, 2026 |
| BARCLAYS PLC | History | Added to | 45,945 | 753 | 0.0% | 0.0% | 21 | +10,274 | 28.8% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 38,144 | 625 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 37,713 | 618 | 0.01% | 0.01% | 23 | +10 | 0.03% | Q4 2025 | Jan 22, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 35,332 | 579 | 0.0% | 0.0% | 24 | +5,405 | 18.06% | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 34,466 | 561 | 0.0% | 0.0% | 25 | +6,509 | 23.28% | Q4 2025 | Mar 20, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 33,686 | 552 | 0.05% | 0.04% | 26 | +5,647 | 20.14% | Q4 2025 | Jan 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 33,358 | 546 | 0.0% | 0.0% | 27 | -16,698 | -33.36% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 32,113 | 526 | 0.0% | 0.0% | 28 | +6,161 | 23.74% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 27,929 | 457 | 0.0% | 0.0% | 29 | -3,604 | -11.43% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Added to | 27,904 | 457 | 0.0% | 0.0% | 30 | +1,167 | 4.36% | Q4 2025 | Feb 11, 2026 |
| Cornerstone Advisory, LLC | History | No change | 21,000 | 344 | 0.03% | 0.03% | 31 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 20,773 | 340 | 0.0% | 0.0% | 32 | +80 | 0.39% | Q4 2025 | Feb 18, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | New | 20,500 | 335 | 0.06% | — | 33 | +20,500 | New | Q4 2025 | Feb 17, 2026 |
| BAILARD, INC. | History | New | 19,013 | 311 | 0.01% | — | 34 | +19,013 | New | Q4 2025 | Feb 04, 2026 |
| Souders Financial Advisors | History | Added to | 17,734 | 290 | 0.03% | 0.03% | 35 | +813 | 4.8% | Q4 2025 | Feb 02, 2026 |
| New Republic Capital, LLC | History | No change | 17,488 | 286 | 0.08% | 0.08% | 36 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 17,119 | 280 | 0.0% | 0.0% | 37 | +4,772 | 38.65% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 17,103 | 280 | 0.0% | 0.0% | 38 | -1,758 | -9.32% | Q4 2025 | Feb 13, 2026 |
| Shoker Investment Counsel, Inc. | History | New | 16,951 | 277 | 0.08% | — | 39 | +16,951 | New | Q4 2025 | Feb 04, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 16,500 | 270 | 0.03% | 0.05% | 40 | -10,000 | -37.74% | Q4 2025 | Jan 21, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 16,041 | 262 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 15,488 | 253 | 0.0% | — | 42 | +15,488 | New | Q4 2025 | Feb 11, 2026 |
| Nuveen, LLC | History | No change | 15,385 | 252 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Squarepoint Ops LLC | History | Reduced | 14,767 | 242 | 0.0% | 0.0% | 44 | -8,420 | -36.31% | Q4 2025 | Feb 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 14,441 | 236 | 0.0% | — | 45 | +14,441 | New | Q4 2025 | Jan 23, 2026 |
| Lido Advisors, LLC | History | No change | 15,729 | 235 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | New | 13,244 | 217 | 0.0% | — | 47 | +13,244 | New | Q4 2025 | Feb 13, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 13,165 | 215 | 0.02% | 0.02% | 48 | +2,589 | 24.48% | Q4 2025 | Jan 30, 2026 |
| Center for Financial Planning, Inc. | History | No change | 12,664 | 207 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Invesco Ltd. | History | New | 11,908 | 195 | 0.0% | — | 50 | +11,908 | New | Q4 2025 | Feb 19, 2026 |
| FineMark National Bank & Trust | History | No change | 11,953 | 195 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Kimelman & Baird, LLC | History | No change | 11,500 | 188 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Axim Planning & Wealth | History | No change | 11,500 | 188 | 0.2% | 0.14% | 53 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| EQUITABLE TRUST CO | History | Reduced | 11,377 | 186 | 0.01% | 0.01% | 54 | -3,488 | -23.46% | Q4 2025 | Feb 02, 2026 |
| Quadrature Capital Ltd | History | New | 10,434 | 171 | 0.0% | — | 55 | +10,434 | New | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 9,478 | 155 | 0.0% | 0.0% | 56 | -4,158 | -30.49% | Q4 2025 | Feb 11, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 9,471 | 146 | 0.0% | — | 57 | +9,471 | New | Q4 2025 | Feb 11, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 6,811 | 110 | 0.0% | 0.0% | 58 | +3,222 | 89.77% | Q4 2025 | Feb 10, 2026 |
| Allworth Financial LP | History | New | 6,614 | 108 | 0.0% | — | 59 | +6,614 | New | Q4 2025 | Feb 05, 2026 |
| MetLife Investment Management, LLC | History | No change | 6,451 | 105 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 6,284 | 102 | 0.0% | 0.0% | 61 | +46 | 0.74% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Added to | 5,704 | 93 | 0.0% | 0.0% | 62 | +4 | 0.07% | Q4 2025 | Feb 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 4,701 | 77 | 0.0% | 0.0% | 64 | -56 | -1.18% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 4,699 | 77 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 4,019 | 65 | 0.0% | 0.0% | 65 | +417 | 11.58% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Reduced | 3,134 | 51 | 0.0% | 0.0% | 66 | -5,303 | -62.85% | Q4 2025 | Jan 29, 2026 |
| CWM, LLC | History | Added to | 2,779 | 46 | 0.0% | 0.0% | 68 | +288 | 11.56% | Q4 2025 | Jan 26, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2,845 | 46 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 1,648 | 27 | 0.0% | 0.0% | 69 | +603 | 57.7% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,625 | 26 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,496 | 24 | 0.0% | 0.0% | 71 | +306 | 25.71% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Reduced | 1,092 | 17 | 0.0% | 0.0% | 72 | -232 | -17.52% | Q4 2025 | Feb 09, 2026 |
| MCF Advisors LLC | History | New | 872 | 14 | 0.0% | — | 74 | +872 | New | Q4 2025 | Feb 11, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 873 | 14 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 826 | 13 | 0.0% | 0.0% | 75 | -179 | -17.81% | Q4 2025 | Feb 17, 2026 |
| IAG Wealth Partners, LLC | History | No change | 800 | 13 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Sterling Capital Management LLC | History | Reduced | 776 | 12 | 0.0% | 0.0% | 77 | -153 | -16.47% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 619 | 10 | 0.0% | 0.0% | 80 | -13,539 | -95.63% | Q4 2025 | Feb 18, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 670 | 10 | 0.0% | 0.0% | 79 | -244 | -26.7% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | No change | 650 | 10 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| SageView Advisory Group, LLC | History | New | 522 | 8 | 0.0% | — | 82 | +522 | New | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 548 | 8 | 0.0% | 0.0% | 81 | +283 | 106.79% | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 423 | 7 | 0.0% | 0.0% | 83 | -19 | -4.3% | Q4 2025 | Feb 05, 2026 |
| FMR LLC | History | Added to | 391 | 6 | 0.0% | 0.0% | 84 | +53 | 15.68% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 328 | 5 | 0.0% | — | 85 | +328 | New | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | Reduced | 178 | 2 | 0.0% | 0.0% | 87 | -19 | -9.64% | Q4 2025 | Jan 05, 2026 |
| Optiver Holding B.V. | History | No change | 164 | 2 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 100 | 1 | 0.0% | 0.0% | 90 | +21 | 26.58% | Q4 2025 | Jan 23, 2026 |
| Covestor Ltd | History | Added to | 69 | 1 | 0.0% | 0.0% | 89 | +19 | 38.0% | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 98 | 1 | 0.0% | 0.0% | 88 | -6 | -5.77% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,365 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,424 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWO SIGMA ADVISERS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,200 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DEUTSCHE BANK AG\ | History | Closed out | 0 | 0 | — | 0.0% | — | -10,934 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -659 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 31 | 0 | — | — | — | +15 | 93.75% | Q4 2025 | Feb 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 20 | 0 | — | — | — | +13 | 185.71% | Q4 2025 | Feb 10, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 1 | 0 | — | — | — | -8 | -88.89% | Q4 2025 | Feb 09, 2026 |
| Kilter Group LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 13, 2026 |
| SJS Investment Consulting Inc. | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Jan 21, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 4 | 0 | — | — | — | -3 | -42.86% | Q4 2025 | Feb 03, 2026 |
| Sunbelt Securities, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 20, 2026 |
| IFP Advisors, Inc | History | Added to | 17 | 0 | — | — | — | +1 | 6.25% | Q4 2025 | Feb 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 47 | 0 | — | — | — | -1 | -2.08% | Q4 2025 | Feb 06, 2026 |
| True Wealth Design, LLC | History | Added to | 11 | 0 | — | — | — | +1 | 10.0% | Q4 2025 | Jan 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |