First Western Financial Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| NORTH REEF CAPITAL MANAGEMENT LP | 05/15/2026 | 716.61 K | $17.61 M | 4.47% | 7.42% |
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2026 | 520.33 K | $12.79 M | 114.41% | 5.39% |
| BLACKROCK, INC. | 05/13/2026 | 496.36 K | $12.20 M | -1.47% | 5.14% |
| 05/15/2026 | 353.83 K | $8.70 M | 100.00% | 3.66% | |
| BANC FUNDS CO LLC | 05/14/2026 | 348.40 K | $8.56 M | 0.67% | 3.61% |
| ALGEBRIS (UK) LTD | 05/13/2026 | 344.05 K | $8.44 M | 0.95% | 3.56% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 261.73 K | $6.43 M | 2.52% | 2.71% |
| JACOBS ASSET MANAGEMENT, LLC | 05/15/2026 | 257.82 K | $6.34 M | -3.71% | 2.67% |
| MENDON CAPITAL ADVISORS CORP | 05/15/2026 | 253.34 K | $6.23 M | 0.00% | 2.62% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 05/15/2026 | 248.20 K | $6.10 M | -8.40% | 2.57% |
| ALLIANCEBERNSTEIN L.P. | 05/15/2026 | 206.93 K | $5.55 M | 1.42% | 2.14% |
| RMB CAPITAL MANAGEMENT, LLC | 05/15/2026 | 197.06 K | $4.84 M | 0.00% | 2.04% |
| TIETON CAPITAL MANAGEMENT, LLC | 05/08/2026 | 190.09 K | $4.67 M | 3.53% | 1.97% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 179.04 K | $4.40 M | -0.65% | 1.85% |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 05/07/2026 | 159.83 K | $3.93 M | 0.75% | 1.66% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 05/15/2026 | 131.16 K | $3.22 M | 0.28% | 1.36% |
| STATE STREET CORP | 05/15/2026 | 129.32 K | $3.18 M | 0.71% | 1.34% |
| BOOTHBAY FUND MANAGEMENT, LLC | 05/15/2026 | 112.99 K | $2.78 M | -27.18% | 1.17% |
| ACADIAN ASSET MANAGEMENT LLC | 05/13/2026 | 103.68 K | $2.55 M | 0.00% | 1.07% |
| BREVAN HOWARD CAPITAL MANAGEMENT LP | 05/15/2026 | 100.00 K | $2.46 M | 46.62% | 1.04% |
| SEI INVESTMENTS CO | 05/13/2026 | 98.73 K | $2.43 M | 103.73% | 1.02% |
| FIRST WESTERN TRUST BANK | 05/12/2026 | 98.23 K | $2.41 M | 7.38% | 1.02% |
| PMC FIG OPPORTUNITIES LLC | 05/15/2026 | 87.49 K | $2.15 M | -18.36% | 0.91% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2026 | 83.85 K | $2.06 M | 3.88% | 0.87% |
| NORTHERN TRUST CORP | 05/14/2026 | 57.95 K | $1.42 M | 4.43% | 0.60% |
| JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC. | 04/24/2026 | 55.11 K | $1.35 M | 0.00% | 0.57% |
| CHERRY CREEK INVESTMENT ADVISORS, INC. | 04/30/2026 | 51.94 K | $1.28 M | 0.00% | 0.54% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 51.13 K | $1.26 M | 100.00% | 0.53% |
| 05/08/2026 | 48.52 K | $1.19 M | 100.00% | 0.50% | |
| ROUND ROCK ADVISORS, LLC | 05/15/2026 | 47.43 K | $1.17 M | 15.46% | 0.49% |
| SIPPICAN CAPITAL ADVISORS | 04/23/2026 | 46.48 K | $1.14 M | -2.82% | 0.48% |
| BILTMORE FAMILY OFFICE, LLC | 05/11/2026 | 45.32 K | $1.11 M | 0.00% | 0.47% |
| EMPOWERED FUNDS, LLC | 06/16/2026 | 36.47 K | $896.38 K | 9.40% | 0.38% |
| PERSISTENT ASSET PARTNERS LTD | 05/12/2026 | 34.52 K | $848.50 K | -8.34% | 0.36% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 33.77 K | $830.09 K | 21.10% | 0.35% |
| SUMMERHAVEN INVESTMENT MANAGEMENT, LLC | 04/24/2026 | 31.39 K | $771.44 K | -11.72% | 0.33% |
| UBS GROUP AG | 05/05/2026 | 28.86 K | $709.38 K | 432.77% | 0.30% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 27.91 K | $686.08 K | -0.79% | 0.29% |
| MORGAN STANLEY | 05/15/2026 | 27.40 K | $673.57 K | -22.39% | 0.28% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 25.00 K | $614.50 K | 0.00% | 0.26% |
| NUVEEN, LLC | 04/30/2026 | 24.27 K | $596.61 K | 0.71% | 0.25% |
| STRS OHIO | 04/24/2026 | 21.60 K | $530.93 K | 0.00% | 0.22% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 20.70 K | $508.81 K | -8.48% | 0.21% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 19.16 K | $470.90 K | -5.90% | 0.20% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 19.00 K | $467.02 K | 0.00% | 0.20% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 18.10 K | $444.90 K | -55.64% | 0.19% |
| ELCO MANAGEMENT CO., LLC | 04/24/2026 | 14.75 K | $362.46 K | 0.00% | 0.15% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 14.08 K | $346.04 K | 0.00% | 0.15% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 14.06 K | $345.62 K | 6.39% | 0.15% |
| LIDO ADVISORS, LLC | 05/13/2026 | 13.08 K | $321.48 K | -6.08% | 0.14% |
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First Western Financial Inc institutional Ownership - FAQ's
During the previous two years, 109 institutional investors and hedge funds held shares of First Western Financial Inc. The most heavily invested institutionals were:
North Reef Capital Management LP: 716,609
WELLINGTON MANAGEMENT GROUP LLP: 520,329
BlackRock, Inc.: 496,361
BANC FUNDS CO LLC: 348,404
Algebris (UK) Ltd: 344,049
DIMENSIONAL FUND ADVISORS LP: 261,734
68.66% of First Western Financial Inc stock is owned by institutional investors.
Institutional investors have bought a total of 7.34 M shares in the last 24 months. This purchase volume represents approximately $173.38 M in transactions.