First Western Financial Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2026 | 747.10 K | $23.99 M | 43.58% | 7.74% |
| NORTH REEF CAPITAL MANAGEMENT LP | 08/14/2026 | 742.63 K | $23.85 M | 3.63% | 7.69% |
| BLACKROCK, INC. | 08/07/2026 | 542.71 K | $17.43 M | 9.34% | 5.62% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 353.52 K | $11.35 M | -0.09% | 3.66% |
| BANC FUNDS CO LLC | 08/13/2026 | 342.40 K | $10.99 M | -1.72% | 3.55% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 285.91 K | $9.18 M | 9.24% | 2.96% |
| ALGEBRIS (UK) LTD | 08/11/2026 | 259.09 K | $8.29 M | -24.69% | 2.68% |
| MENDON CAPITAL ADVISORS CORP | 08/11/2026 | 215.82 K | $6.93 M | -14.81% | 2.24% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 201.87 K | $6.48 M | 12.75% | 2.09% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 08/14/2026 | 195.00 K | $6.26 M | -21.43% | 2.02% |
| RMB CAPITAL MANAGEMENT, LLC | 08/14/2026 | 190.42 K | $6.11 M | -3.37% | 1.97% |
| TIETON CAPITAL MANAGEMENT, LLC | 08/10/2026 | 187.27 K | $6.01 M | -1.48% | 1.94% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2026 | 176.87 K | $4.35 M | -14.53% | 1.83% |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 08/06/2026 | 170.82 K | $5.49 M | 6.88% | 1.77% |
| JACOBS ASSET MANAGEMENT, LLC | 08/14/2026 | 140.00 K | $4.50 M | -45.70% | 1.45% |
| STATE STREET CORP | 08/07/2026 | 139.55 K | $4.48 M | 7.91% | 1.45% |
| ACADIAN ASSET MANAGEMENT LLC | 08/13/2026 | 134.66 K | $4.32 M | 29.88% | 1.39% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 08/14/2026 | 123.86 K | $3.98 M | -5.57% | 1.28% |
| FIRST WESTERN TRUST BANK | 07/29/2026 | 92.24 K | $2.96 M | -6.10% | 0.96% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 80.94 K | $2.60 M | -3.47% | 0.84% |
| BREVAN HOWARD CAPITAL MANAGEMENT LP | 08/14/2026 | 75.00 K | $2.41 M | -25.00% | 0.78% |
| NORTHERN TRUST CORP | 08/13/2026 | 66.76 K | $2.14 M | 15.21% | 0.69% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 58.37 K | $1.87 M | 20.30% | 0.60% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 57.36 K | $1.84 M | 216.90% | 0.59% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 56.62 K | $1.82 M | 100.00% | 0.59% |
| JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC. | 07/28/2026 | 55.11 K | $1.77 M | 0.00% | 0.57% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 52.49 K | $1.69 M | 2.65% | 0.54% |
| CHERRY CREEK INVESTMENT ADVISORS, INC. | 07/30/2026 | 51.94 K | $1.67 M | 0.00% | 0.54% |
| SEI INVESTMENTS CO | 08/14/2026 | 49.45 K | $1.59 M | -49.91% | 0.51% |
| ROUND ROCK ADVISORS, LLC | 08/12/2026 | 47.43 K | $1.52 M | 0.00% | 0.49% |
| SIPPICAN CAPITAL ADVISORS | 07/22/2026 | 46.48 K | $1.49 M | 0.00% | 0.48% |
| BILTMORE FAMILY OFFICE, LLC | 08/12/2026 | 45.32 K | $1.46 M | 0.00% | 0.47% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 37.51 K | $1.20 M | 11.06% | 0.39% |
| TREXQUANT INVESTMENT LP | 08/14/2026 | 34.22 K | $1.10 M | 201.16% | 0.35% |
| EMPOWERED FUNDS, LLC | 08/17/2026 | 33.56 K | $1.08 M | -7.98% | 0.35% |
| BOOTHBAY FUND MANAGEMENT, LLC | 08/14/2026 | 32.94 K | $1.06 M | -70.85% | 0.34% |
| UBS GROUP AG | 08/13/2026 | 31.69 K | $1.02 M | 9.80% | 0.33% |
| SUMMERHAVEN INVESTMENT MANAGEMENT, LLC | 07/21/2026 | 31.39 K | $1.01 M | 0.00% | 0.33% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 28.99 K | $930.71 K | 3.84% | 0.30% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 28.49 K | $914.94 K | 102.65% | 0.30% |
| CM WEALTH ADVISORS LLC | 08/10/2026 | 26.00 K | $834.92 K | 100.00% | 0.27% |
| MORGAN STANLEY | 08/13/2026 | 25.48 K | $818.29 K | -7.00% | 0.26% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 25.00 K | $802.75 K | 0.00% | 0.26% |
| NUVEEN, LLC | 08/11/2026 | 24.27 K | $779.37 K | 0.00% | 0.25% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 23.94 K | $768.81 K | 15.67% | 0.25% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 23.94 K | $768.81 K | 100.00% | 0.25% |
| LIDO ADVISORS, LLC | 08/07/2026 | 23.08 K | $741.10 K | 76.47% | 0.24% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 22.91 K | $735.51 K | 19.56% | 0.24% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 22.74 K | $730.28 K | 92.15% | 0.24% |
| STRS OHIO | 07/30/2026 | 21.60 K | $693.58 K | 0.00% | 0.22% |
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First Western Financial Inc institutional Ownership - FAQ's
During the previous two years, 123 institutional investors and hedge funds held shares of First Western Financial Inc. The most heavily invested institutionals were:
WELLINGTON MANAGEMENT GROUP LLP: 747,096
North Reef Capital Management LP: 742,630
BlackRock, Inc.: 542,706
VANGUARD CAPITAL MANAGEMENT LLC: 353,519
BANC FUNDS CO LLC: 342,404
DIMENSIONAL FUND ADVISORS LP: 285,909
69.91% of First Western Financial Inc stock is owned by institutional investors.
Institutional investors have bought a total of 7.86 M shares in the last 24 months. This purchase volume represents approximately $185.76 M in transactions.