First Western Financial Inc
Institutional Ownership & Holdings Analysis
About
first-western-financial is a publicly traded company tracked by institutional investors. This page displays information about the institutional ownership of the company's shares, showing which investment funds and asset managers hold positions in the company.
Top Institutional Holders
# | Institution | Value |
---|---|---|
1 | BANC FUNDS CO LLC(2025-03-31) | $12.5M |
2 | BlackRock, Inc.(2025-03-31) | $10.2M |
3 | VANGUARD GROUP INC(2025-03-31) | $7.9M |
4 | North Reef Capital Management LP(2025-03-31) | $7.5M |
5 | ALLIANCEBERNSTEIN L.P.(2025-03-31) | $7.3M |
6 | JACOBS ASSET MANAGEMENT, LLC(2025-03-31) | $6.4M |
7 | MENDON CAPITAL ADVISORS CORP(2025-03-31) | $5.1M |
8 | WASATCH ADVISORS LP(2025-03-31) | $4.9M |
9 | Rhino Investment Partners, Inc(2025-03-31) | $4.4M |
10 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.(2025-03-31) | $4.1M |
11 | DIMENSIONAL FUND ADVISORS LP(2025-03-31) | $4.0M |
12 | Curi RMB Capital, LLC(2025-03-31) | $3.9M |
13 | BASSWOOD CAPITAL MANAGEMENT, L.L.C.(2025-03-31) | $3.9M |
14 | Tieton Capital Management, LLC(2025-03-31) | $3.5M |
15 | GEODE CAPITAL MANAGEMENT, LLC(2025-03-31) | $3.4M |
16 | DIAMOND HILL CAPITAL MANAGEMENT INC(2025-03-31) | $3.1M |
17 | KENNEDY CAPITAL MANAGEMENT LLC(2024-12-31) | $2.6M |
18 | First Western Trust Bank(2025-03-31) | $2.2M |
19 | STATE STREET CORP(2025-03-31) | $2.1M |
20 | BOOTHBAY FUND MANAGEMENT, LLC(2025-03-31) | $1.8M |
As of 2025-03-31
Value:$12.5M
As of 2025-03-31
Value:$10.2M
As of 2025-03-31
Value:$7.9M
As of 2025-03-31
Value:$7.5M
As of 2025-03-31
Value:$7.3M
As of 2025-03-31
Value:$6.4M
As of 2025-03-31
Value:$5.1M
As of 2025-03-31
Value:$4.9M
As of 2025-03-31
Value:$4.4M
As of 2025-03-31
Value:$4.1M
As of 2025-03-31
Value:$4.0M
As of 2025-03-31
Value:$3.9M
As of 2025-03-31
Value:$3.9M
As of 2025-03-31
Value:$3.5M
As of 2025-03-31
Value:$3.4M
As of 2025-03-31
Value:$3.1M
As of 2024-12-31
Value:$2.6M
As of 2025-03-31
Value:$2.2M
As of 2025-03-31
Value:$2.1M
As of 2025-03-31
Value:$1.8M
Total Institutional Holders:75
Top 10 Holders Own:59.7%