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PL Capital Advisors, LLC
PL Capital Advisors, LLC is a Delaware limited liability company founded in 2006 and based in Naples, FL. The firm is owned and managed by John W. PL Capital Advisors specializes in investment management with a focus on serving institutional and high-net-worth clients. The firm is registered with the SEC and manages assets primarily through separately managed accounts and pooled investment vehicles. With approximately 8 employees, it operates as an investment adviser focusing on the financial sector.
Investment Strategy
PL Capital Advisors, LLC employs a value-oriented investment strategy focused mainly on the banking and financial services sector. The firm's approach is fundamentally driven, targeting undervalued publicly traded banks, thrifts, and other financial institutions in the United States. Their investment process involves detailed company analysis and direct engagement, aiming to identify catalysts for value realization such as management changes or mergers. The firm often seeks to invest where it can influence positive change while maintaining a concentrated portfolio.
Latest 13F Filing Activity
PL Capital Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 21 equity positions with a total 13F market value of $300M. The fund increased holdings in NBT Bancorp, Old Point Finl, Financial Institutions among other positions. PL Capital Advisors, LLC reduced exposure to Evans Bancorp, Banc of California, First Merchants among others.
Top Holdings
Equity Positions (21)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BANC | BANC OF CALIFORNIA | 13.83% | $41.4M | 2,949,219 | $13.24 | $14.05 | -$1.5M |
E EFSC | ENTERPRISE FINL SERVICES | 12.94% | $38.8M | 703,829 | $27.64 | $55.10 | +$957.2K |
F FISI | FINANCIAL INSTITUTIONS | 11.67% | $35.0M | 1,361,510 | $24.99 | $25.68 | +$3.5M |
O OPOF | OLD POINT FINL | 9.44% | $28.3M | 720,861 | $17.88 | $39.25 | +$6.7M |
F FRME | FIRST MERCHANTS | 8.77% | $26.3M | 686,333 | $23.82 | $38.30 | -$1.5M |
Industry Allocation
Investment Team (2)
| Name | Role | Location | |
|---|---|---|---|
 | Senior Analyst | Chicago, IL , United States | |
 | Junior Analyst | East Lansing, MI , United States |
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