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 | 02/17/2026 | 685.95 K | $18.39 M | 11.03% | 7.10% |
| BLACKROCK, INC. | 02/12/2026 | 503.79 K | $13.51 M | 1.80% | 5.22% |
| VANGUARD GROUP INC | 01/29/2026 | 455.60 K | $12.21 M | 6.59% | 4.72% |
| BANC FUNDS CO LLC | 02/12/2026 | 346.09 K | $9.28 M | -16.53% | 3.58% |
| ALGEBRIS (UK) LTD | 02/10/2026 | 340.81 K | $9.14 M | 8.04% | 3.53% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 02/17/2026 | 270.95 K | $7.26 M | -13.02% | 2.81% |
| JACOBS ASSET MANAGEMENT, LLC | 02/13/2026 | 267.74 K | $7.18 M | -14.99% | 2.77% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 255.29 K | $6.84 M | 2.09% | 2.64% |
| MENDON CAPITAL ADVISORS CORP | 02/18/2026 | 253.34 K | $6.79 M | 0.00% | 2.62% |
| WELLINGTON MANAGEMENT GROUP LLP | 02/17/2026 | 242.68 K | $6.51 M | 119.17% | 2.51% |
| ALLIANCEBERNSTEIN L.P. | 02/17/2026 | 204.03 K | $5.47 M | 2.28% | 2.11% |
| RMB CAPITAL MANAGEMENT, LLC | 02/17/2026 | 197.06 K | $5.28 M | 0.00% | 2.04% |
| TIETON CAPITAL MANAGEMENT, LLC | 02/10/2026 | 183.61 K | $4.92 M | 0.95% | 1.90% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 180.21 K | $4.83 M | -0.12% | 1.87% |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 02/06/2026 | 158.64 K | $4.25 M | 3.43% | 1.64% |
| BOOTHBAY FUND MANAGEMENT, LLC | 02/17/2026 | 155.18 K | $4.16 M | -0.71% | 1.61% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 02/17/2026 | 130.80 K | $3.51 M | 0.00% | 1.35% |
| STATE STREET CORP | 02/13/2026 | 128.41 K | $3.44 M | 0.09% | 1.33% |
| PMC FIG OPPORTUNITIES LLC | 02/17/2026 | 107.16 K | $2.87 M | -10.78% | 1.11% |
| ACADIAN ASSET MANAGEMENT LLC | 02/10/2026 | 103.68 K | $2.78 M | 10.27% | 1.07% |
| FIRST WESTERN TRUST BANK | 02/12/2026 | 91.48 K | $2.45 M | -16.46% | 0.95% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/17/2026 | 80.72 K | $2.16 M | 3.81% | 0.84% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/05/2026 | 76.05 K | $3.70 M | 36,113.33% | 0.79% |
| BREVAN HOWARD CAPITAL MANAGEMENT LP | 02/17/2026 | 68.21 K | $1.83 M | 100.00% | 0.71% |
| NORTHERN TRUST CORP | 02/17/2026 | 55.49 K | $1.49 M | -10.51% | 0.57% |
| JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC. | 01/28/2026 | 55.11 K | $1.48 M | 0.00% | 0.57% |
| CHERRY CREEK INVESTMENT ADVISORS, INC. | 01/15/2026 | 51.94 K | $1.39 M | 0.00% | 0.54% |
| SEI INVESTMENTS CO | 02/13/2026 | 48.46 K | $1.30 M | 100.00% | 0.50% |
| MARSHALL WACE, LLP | 02/13/2026 | 47.87 K | $1.28 M | -43.94% | 0.50% |
| SIPPICAN CAPITAL ADVISORS | 01/23/2026 | 47.83 K | $1.28 M | 0.00% | 0.50% |
| BILTMORE FAMILY OFFICE, LLC | 02/04/2026 | 45.32 K | $1.21 M | 0.00% | 0.47% |
| LEVIN CAPITAL STRATEGIES, L.P. | 01/30/2026 | 43.43 K | $1.16 M | 100.00% | 0.45% |
| ROUND ROCK ADVISORS, LLC | 04/07/2026 | 41.08 K | $1.10 M | 125.60% | 0.43% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 40.80 K | $1.09 M | -34.51% | 0.42% |
| PERSISTENT ASSET PARTNERS LTD | 02/17/2026 | 37.66 K | $1.01 M | -2.46% | 0.39% |
| SUMMERHAVEN INVESTMENT MANAGEMENT, LLC | 02/03/2026 | 35.55 K | $953.15 K | 0.00% | 0.37% |
| MORGAN STANLEY | 02/13/2026 | 35.31 K | $946.66 K | -2.78% | 0.37% |
| EMPOWERED FUNDS, LLC | 02/18/2026 | 33.34 K | $893.71 K | 9.74% | 0.35% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 30.76 K | $824.54 K | -21.07% | 0.32% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 28.13 K | $754.27 K | -3.26% | 0.29% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 27.89 K | $747.62 K | 6.60% | 0.29% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 25.00 K | $670.25 K | 0.00% | 0.26% |
| NUVEEN, LLC | 02/12/2026 | 24.10 K | $646.15 K | 0.00% | 0.25% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 22.62 K | $606.39 K | -5.83% | 0.23% |
| TREXQUANT INVESTMENT LP | 02/17/2026 | 21.85 K | $585.66 K | 36.76% | 0.23% |
| BARCLAYS PLC | 02/13/2026 | 21.79 K | $584.14 K | 6.06% | 0.23% |
| STRS OHIO | 02/02/2026 | 21.60 K | $579.10 K | -4.42% | 0.22% |
| PERMANENT CAPITAL MANAGEMENT, LP | 01/07/2026 | 21.00 K | $563.01 K | 100.00% | 0.22% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 20.36 K | $545.85 K | 7.41% | 0.21% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 19.00 K | $509.39 K | 0.00% | 0.20% |
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First Western Financial Inc institutional Ownership - FAQ's
During the previous two years, 113 institutional investors and hedge funds held shares of First Western Financial Inc. The most heavily invested institutionals were:
John W. Rosenthal Capital Management, Inc.: 55,113
Cherry Creek Investment Advisors, Inc.: 51,939
Sippican Capital Advisors: 46,475
SummerHaven Investment Management, LLC: 31,385
UBS Group AG: 28,860
Nuveen, LLC: 24,272
67.95% of First Western Financial Inc stock is owned by institutional investors.
Institutional investors have bought a total of 7.26 M shares in the last 24 months. This purchase volume represents approximately $171.45 M in transactions.