SBCNasdaqServices-Offices & Clinics of Doctors of MedicineFiscal year ends December 31Also trades as SBCWW
SBC Medical Group Holdings Inc
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 13, 2026
$5.36+0.20 (+3.88%)
Close on Oct 19, 2026
- Market cap
- $549.81M
- P/E (TTM)
- 11.4
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
4M
Shares held, 13F filers
Institutional holders
57
13 new, 4 sold out
Net institutional buying
3M
In Q2 2026
Insider trades, 12 months
0 buys · 3 sales
Net sold $20.14M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Yoshiyuki Aikawa | 84,304,460 | 82.20% | 13D (active) amendment | Apr 19, 2026 |
| Aikawa Equity Management Co., Ltd. | 5,284,500 | 5.20% | 13G (passive) | Mar 6, 2026 |
| Dustin Shindo | 3,509,375 | 67.28% | 13G (passive) | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SBC | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Lumbard & Kellner, LLC | 1,727,208 | – | $5.32M | +1,709,935 | 1.61% |
| BlackRock, Inc. | 924,002 | – | $2.85M | +504,362 | 0.00% |
| Geode Capital Management, LLC | 427,864 | – | $1.32M | +132,085 | 0.00% |
| Citadel Advisors LLC | 144,718 | – | $445.73K | New | 0.00% |
| Vanguard Capital Management LLC | 135,783 | – | $418.21K | −456 | 0.00% |
| Northern Trust Corp | 131,204 | – | $404.11K | +40,065 | 0.00% |
| Vanguard Portfolio Management LLC | 128,295 | – | $395.15K | +64,748 | 0.00% |
| Hillsdale Investment Management Inc. | 124,800 | – | $384.38K | New | 0.01% |
| Segall Bryant & Hamill, LLC | 81,307 | – | $250.43K | – | 0.00% |
| Vanguard Fiduciary Trust Co | 66,281 | – | $204.15K | +3,808 | 0.00% |
| SBI Securities Co., Ltd. | 49,437 | – | $152.27K | +4,357 | 0.00% |
| State Street Corp | 49,239 | – | $151.66K | +18,400 | 0.00% |
| Charles Schwab Investment Management Inc | 46,855 | – | $144.31K | +28,654 | 0.00% |
| Mariner, LLC | 33,747 | – | $103.94K | +9,787 | 0.00% |
| Bank of New York Mellon Corp | 26,991 | – | $83.13K | +16,811 | 0.00% |
| Nuveen, LLC | 25,381 | – | $78.17K | +13,013 | 0.00% |
| Aqr Capital Management LLC | 24,098 | – | $74.22K | +11,524 | 0.00% |
| Central Pacific Bank - Trust Division | 24,000 | – | $73.92K | New | 0.01% |
| Two Sigma Securities, LLC | 21,487 | – | $66.18K | New | 0.01% |
| Deutsche Bank AG\ | 18,783 | – | $57.85K | New | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 57 | 4M | 13 / 33 | 7 / 4 | 3M | 0M |
| Q1 2026 | 50 | 1M | 11 / 14 | 18 / 2 | 0M | 0M |
| Q4 2025 | 42 | 1M | 7 / 21 | 10 / 7 | 1M | 0M |
| Q3 2025 | 42 | 1M | 16 / 13 | 9 / 3 | 0M | 0M |
| Q2 2025 | 29 | 1M | 26 / 2 | 1 / 1 | 1M | 0M |
| Q1 2025 | 4 | 0M | 1 / 2 | 0 / 1 | 0M | 0M |
| Q4 2024 | 4 | 0M | 2 / 1 | 0 / 1 | 0M | 0M |
| Q3 2024 | 3 | 0M | 1 / 1 | 0 / 3 | 0M | 0M |
| Q2 2024 | 5 | 0M | 1 / 1 | 2 / 1 | 0M | 0M |
| Q1 2024 | 5 | 0M | 1 / 1 | 3 / 11 | 0M | 2M |
| Q4 2023 | 15 | 2M | 2 / 1 | 3 / 0 | 0M | 0M |
| Q3 2023 | 13 | 2M | 1 / 1 | 4 / 1 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of SBC | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Russell 2000 ETF | 378,810 | – | $1.17M | 0.00% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 214,317 | – | $655.81K | 0.00% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 172,546 | – | $531.44K | 0.00% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 135,783 | – | $418.21K | 0.00% | Jun 30, 2026 |
| iShares Micro-Cap ETF | 64,451 | – | $198.51K | 0.01% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 62,502 | – | $200.63K | 0.00% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 57,565 | – | $184.78K | 0.00% | May 31, 2026 |
| Schwab Small-Cap Index Fund | 46,855 | – | $143.38K | 0.00% | Jul 31, 2026 |
| Master Small Cap Index Series | 38,158 | – | $117.53K | 0.00% | Jun 30, 2026 |
| Fidelity Nasdaq Composite Index Fund | 35,570 | – | $114.18K | 0.00% | May 31, 2026 |
| Fidelity Small Cap Value Index Fund | 27,643 | – | $85.14K | 0.00% | Jun 30, 2026 |
| Nuveen Small Cap Blend Index Fund | 25,381 | – | $77.67K | 0.00% | Jul 31, 2026 |
| Fidelity Total Market Index Fund | 18,778 | – | $60.28K | 0.00% | May 31, 2026 |
| Fidelity Series Total Market Index Fund | 17,435 | – | $55.97K | 0.00% | May 31, 2026 |
| EQ/2000 Managed Volatility Portfolio | 15,546 | – | $47.88K | 0.00% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Yoshiyuki Aikawa | Chairman and CEO, Director, 10% owner | 83,839,460 | Apr 29, 2026 |
| Miki Yamazaki | Chief Strategy Officer | – | Apr 18, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Yoshiyuki Aikawa Chairman and CEO, Director, 10% owner | Apr 28, 2026 | Sale | −465,000 | $3.02 | $1.40M | 78,839,460 |
| Yoshiyuki Aikawa Chairman and CEO, Director, 10% owner | Apr 21, 2026 | Sale | −3,100,000 | $3.02 | $9.36M | 79,304,460 |
| Yoshiyuki Aikawa Chairman and CEO, Director, 10% owner | Mar 6, 2026 | Sale | −4,422,900 | $2.12 | $9.38M | 861,600 |
| Mike K. Sayama Director | Sep 30, 2024 | Other | +15,000 | – | – | 15,000 |
| Funders Co. Ltd. ZUU 10% owner | Sep 19, 2024 | Sale | +6,196 | $7.34 | $45.48K | 2,920,995 |
| Funders Co. Ltd. ZUU 10% owner | Sep 17, 2024 | Other | +1,503,473 | – | – | 2,927,191 |
| Yoshiyuki Aikawa Director, Chairman and CEO, 10% owner | Sep 17, 2024 | Other | −1,503,473 | – | – | 92,958,960 |
| Target Fund for SBC Medical Group HD Investment Partnership ZUU 10% owner | Aug 22, 2024 | Buy | +8,399 | $10.51 | $88.27K | 1,423,718 |
| Target Fund for SBC Medical Group HD Investment Partnership ZUU 10% owner | Aug 21, 2024 | Sale | +4,755 | $11.38 | $54.11K | 1,415,319 |
| Kazumasa Tomita 10% owner | Aug 20, 2024 | Sale | +5,000 | $11.72 | $58.60K | 1,420,074 |
| Kazumasa Tomita 10% owner | Aug 19, 2024 | Sale | +70,000 | $11.45 | $801.50K | 1,425,074 |
| Funders Co. Ltd. ZUU 10% owner | Aug 1, 2024 | Buy | +1,599 | $13.00 | $20.79K | 1,495,074 |
| Funders Co. Ltd. ZUU 10% owner | Aug 1, 2024 | Buy | +888 | $12.50 | $11.10K | 1,493,475 |
| Funders Co. Ltd. ZUU 10% owner | Jul 31, 2024 | Buy | +12 | $12.50 | $150 | 1,492,587 |
| Kazumasa Tomita 10% owner | Jul 24, 2024 | Buy | +4,824 | $13.00 | $62.71K | 1,492,575 |
| Kazumasa Tomita 10% owner | Jul 24, 2024 | Buy | +10,685 | $13.00 | $138.91K | 1,487,751 |
| Co. Ltd. ZUU 10% owner | Jul 19, 2024 | Buy | +2 | $13.00 | $26 | 1,477,066 |
| Co. Ltd. ZUU 10% owner | Jul 17, 2024 | Buy | +5,404 | $13.00 | $70.25K | 1,477,064 |
| Kazumasa Tomita 10% owner | Jul 15, 2024 | Buy | +1,863 | $13.00 | $24.22K | 1,469,181 |
| Kazumasa Tomita 10% owner | Jul 15, 2024 | Buy | +2,479 | $13.00 | $32.23K | 1,471,660 |
| Kazumasa Tomita 10% owner | Jul 12, 2024 | Buy | +3 | $13.00 | $39 | 1,467,118 |
| Kazumasa Tomita 10% owner | Jul 12, 2024 | Buy | +200 | $13.00 | $2.60K | 1,467,318 |
| Co. Ltd. ZUU 10% owner | Jul 11, 2024 | Buy | +6,297 | $13.00 | $81.86K | 1,467,115 |
| Co. Ltd. ZUU 10% owner | Jul 10, 2024 | Buy | +12 | $13.00 | $156 | 1,460,818 |
| Co. Ltd. ZUU 10% owner | Jul 9, 2024 | Buy | +5 | $13.00 | $65 | 1,460,806 |
| Co. Ltd. ZUU 10% owner | Jul 2, 2024 | Buy | +30 | $13.00 | $390 | 1,460,801 |
| Kazumasa Tomita 10% owner | Jun 27, 2024 | Buy | +2 | $13.00 | $26 | 1,460,771 |
| Target Fund for SBC Medical Group HD Investment Partnership ZUU 10% owner | Jun 10, 2024 | Buy | +100 | $13.00 | $1.30K | 1,460,769 |
| Target Fund for SBC Medical Group HD Investment Partnership ZUU 10% owner | Jun 6, 2024 | Buy | +1,500 | $13.00 | $19.50K | 1,460,669 |
| Funders Co. Ltd. ZUU 10% owner | May 31, 2024 | Buy | +6 | $13.00 | $78 | 1,459,169 |
| Funders Co. Ltd. ZUU 10% owner | May 23, 2024 | Buy | +789 | $13.00 | $10.26K | 1,459,163 |
| Kazumasa Tomita 10% owner | May 16, 2024 | Buy | +1 | $13.00 | $13 | 1,458,374 |
| Target Fund for SBC Medical Group HD Investment Partnership ZUU 10% owner | May 15, 2024 | Buy | +8 | $13.00 | $104 | 1,458,373 |
| Target Fund for SBC Medical Group HD Investment Partnership ZUU 10% owner | May 14, 2024 | Buy | +138 | $13.00 | $1.79K | 1,458,363 |
| Target Fund for SBC Medical Group HD Investment Partnership ZUU 10% owner | May 14, 2024 | Buy | +2 | $12.65 | $25 | 1,458,365 |
| Target Fund for SBC Medical Group HD Investment Partnership ZUU 10% owner | May 13, 2024 | Buy | +190 | $13.00 | $2.47K | 1,458,225 |
| Funders Co. Ltd. ZUU 10% owner | May 10, 2024 | Buy | +1 | $13.00 | $13 | 1,458,035 |
| Funders Co. Ltd. ZUU 10% owner | May 10, 2024 | Buy | +311 | $13.00 | $4.04K | 1,458,034 |
| Funders Co. Ltd. ZUU 10% owner | May 8, 2024 | Buy | +1 | $13.00 | $13 | 1,457,723 |
| Kazumasa Tomita 10% owner | Apr 30, 2024 | Buy | +47 | $13.00 | $611 | 1,457,722 |
| Target Fund for SBC Medical Group HD Investment Partnership ZUU 10% owner | Apr 23, 2024 | Buy | +2,615 | $12.97 | $33.92K | 1,457,675 |
| Co. Ltd. ZUU 10% owner | Apr 11, 2024 | Buy | +4 | $12.80 | $51 | 1,455,060 |
| Co. Ltd. ZUU 10% owner | Apr 9, 2024 | Buy | +1 | $12.80 | $13 | 1,455,056 |
| Target Fund for SBC Medical Group HD Investment Partnership ZUU 10% owner | Apr 5, 2024 | Buy | +2 | $12.80 | $26 | 1,455,055 |
| Target Fund for SBC Medical Group HD Investment Partnership ZUU 10% owner | Apr 4, 2024 | Buy | +2 | $12.80 | $26 | 1,455,053 |
| Kazumasa Tomita 10% owner | Apr 2, 2024 | Buy | +4 | $12.80 | $51 | 1,455,051 |
| Kazumasa Tomita 10% owner | Apr 1, 2024 | Buy | +19,236 | $12.80 | $246.22K | 1,455,047 |
| Kazumasa Tomita 10% owner | Mar 28, 2024 | Buy | +1 | $12.50 | $13 | 1,435,811 |
| Kazumasa Tomita 10% owner | Mar 27, 2024 | Buy | +18 | $12.50 | $225 | 1,435,810 |
| Kazumasa Tomita 10% owner | Mar 26, 2024 | Buy | +46 | $12.50 | $575 | 1,435,792 |
| Kazumasa Tomita 10% owner | Mar 25, 2024 | Buy | +3 | $12.50 | $38 | 1,435,746 |
| Kazumasa Tomita 10% owner | Mar 22, 2024 | Buy | +917 | $12.50 | $11.46K | 1,435,743 |
| Target Fund for SBC Medical Group HD Investment Partnership ZUU 10% owner | Mar 21, 2024 | Buy | +1,734 | $12.50 | $21.68K | 1,434,826 |
| Target Fund for SBC Medical Group HD Investment Partnership ZUU 10% owner | Mar 20, 2024 | Buy | +1,552 | $12.50 | $19.40K | 1,433,092 |
| Target Fund for SBC Medical Group HD Investment Partnership ZUU 10% owner | Mar 19, 2024 | Buy | +31,106 | $12.50 | $388.83K | 1,431,111 |
| Target Fund for SBC Medical Group HD Investment Partnership ZUU 10% owner | Mar 19, 2024 | Buy | +429 | $12.50 | $5.36K | 1,431,540 |
| Kazumasa Tomita 10% owner | Mar 12, 2024 | Buy | +11 | $12.00 | $132 | 1,400,005 |
| Kazumasa Tomita 10% owner | Mar 11, 2024 | Buy | +22 | $12.00 | $264 | 1,399,994 |
| Kazumasa Tomita 10% owner | Mar 11, 2024 | Buy | +1,809 | $12.00 | $21.71K | 1,399,972 |
| Co. Ltd. ZUU 10% owner | Mar 8, 2024 | Buy | +22 | $12.00 | $264 | 1,398,163 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.