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 | 11/14/2025 | 617.82 K | $14.23 M | 13.21% | 6.36% |
| BLACKROCK, INC. | 11/12/2025 | 494.89 K | $11.39 M | -2.66% | 5.10% |
| VANGUARD GROUP INC | 11/07/2025 | 427.43 K | $9.84 M | -1.39% | 4.40% |
| BANC FUNDS CO LLC | 11/14/2025 | 414.63 K | $9.55 M | -15.47% | 4.27% |
| ALGEBRIS (UK) LTD | 10/31/2025 | 315.45 K | $7.26 M | 100.00% | 3.25% |
| JACOBS ASSET MANAGEMENT, LLC | 11/13/2025 | 314.96 K | $7.25 M | -7.37% | 3.24% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 11/14/2025 | 311.50 K | $7.17 M | -1.03% | 3.21% |
| MENDON CAPITAL ADVISORS CORP | 11/14/2025 | 253.34 K | $5.83 M | -9.69% | 2.61% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 250.08 K | $5.76 M | 5.36% | 2.58% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2025 | 199.48 K | $4.59 M | -44.19% | 2.05% |
| RMB CAPITAL MANAGEMENT, LLC | 11/13/2025 | 197.06 K | $4.54 M | 0.00% | 2.03% |
| TIETON CAPITAL MANAGEMENT, LLC | 11/12/2025 | 181.88 K | $4.19 M | 1.41% | 1.87% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 180.43 K | $4.15 M | -0.71% | 1.86% |
| BOOTHBAY FUND MANAGEMENT, LLC | 11/14/2025 | 156.28 K | $3.60 M | 58.31% | 1.61% |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 11/05/2025 | 153.38 K | $3.53 M | -2.56% | 1.58% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 11/14/2025 | 130.80 K | $3.01 M | 100.00% | 1.35% |
| STATE STREET CORP | 11/14/2025 | 128.30 K | $2.95 M | 3.58% | 1.32% |
| PMC FIG OPPORTUNITIES LLC | 11/14/2025 | 120.11 K | $2.77 M | 76.95% | 1.24% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2025 | 110.73 K | $2.55 M | 100.00% | 1.14% |
| FIRST WESTERN TRUST BANK | 11/14/2025 | 109.50 K | $2.52 M | -2.81% | 1.13% |
| ACADIAN ASSET MANAGEMENT LLC | 11/13/2025 | 94.03 K | $2.16 M | 31.25% | 0.97% |
| MARSHALL WACE, LLP | 11/13/2025 | 85.40 K | $1.97 M | -12.17% | 0.88% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2025 | 77.76 K | $1.79 M | -5.79% | 0.80% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 62.30 K | $1.43 M | -16.71% | 0.64% |
| NORTHERN TRUST CORP | 11/14/2025 | 62.01 K | $1.43 M | 0.41% | 0.64% |
| JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC. | 10/27/2025 | 55.11 K | $1.27 M | -0.29% | 0.57% |
| CHERRY CREEK INVESTMENT ADVISORS, INC. | 11/05/2025 | 51.94 K | $1.20 M | 0.00% | 0.54% |
| SIPPICAN CAPITAL ADVISORS | 10/27/2025 | 47.83 K | $1.10 M | 6.04% | 0.49% |
| BILTMORE FAMILY OFFICE, LLC | 10/31/2025 | 45.32 K | $1.04 M | 0.00% | 0.47% |
| VICTORY CAPITAL MANAGEMENT INC | 11/12/2025 | 39.32 K | $905.34 K | 100.00% | 0.41% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 38.97 K | $897.19 K | 100.00% | 0.40% |
| PERSISTENT ASSET PARTNERS LTD | 11/10/2025 | 38.61 K | $888.93 K | 64.94% | 0.40% |
| MORGAN STANLEY | 11/14/2025 | 36.32 K | $836.27 K | 29.83% | 0.37% |
| SUMMERHAVEN INVESTMENT MANAGEMENT, LLC | 11/03/2025 | 35.55 K | $818.59 K | 100.00% | 0.37% |
| EMPOWERED FUNDS, LLC | 11/13/2025 | 30.38 K | $699.41 K | 12.29% | 0.31% |
| FIRST TRUST ADVISORS LP | 11/12/2025 | 29.08 K | $669.59 K | 100.00% | 0.30% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 26.16 K | $602.31 K | 12.98% | 0.27% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 25.00 K | $575.63 K | 0.00% | 0.26% |
| NUVEEN, LLC | 11/12/2025 | 24.10 K | $554.93 K | -25.27% | 0.25% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 24.02 K | $553.01 K | 0.00% | 0.25% |
| STRS OHIO | 10/30/2025 | 22.60 K | $520.37 K | 0.00% | 0.23% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 10/20/2025 | 20.66 K | $475.74 K | -38.29% | 0.21% |
| BARCLAYS PLC | 11/12/2025 | 20.54 K | $473.03 K | -10.51% | 0.21% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 19.00 K | $437.48 K | 100.00% | 0.20% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 18.96 K | $436.46 K | 6.78% | 0.20% |
| ROUND ROCK ADVISORS, LLC | 11/14/2025 | 18.21 K | $413.00 K | 100.00% | 0.19% |
| TREXQUANT INVESTMENT LP | 11/14/2025 | 15.97 K | $367.78 K | 75.93% | 0.16% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/13/2025 | 14.96 K | $344.34 K | -5.49% | 0.15% |
| ELCO MANAGEMENT CO., LLC | 11/05/2025 | 14.75 K | $339.53 K | -19.74% | 0.15% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 14.08 K | $324.15 K | 100.00% | 0.15% |
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First Western Financial, Inc. institutional Ownership - FAQ's
During the previous two years, 108 institutional investors and hedge funds held shares of First Western Financial, Inc.. The most heavily invested institutionals were:
North Reef Capital Management LP: 617,824
BlackRock, Inc.: 494,887
VANGUARD GROUP INC: 427,427
BANC FUNDS CO LLC: 414,629
Algebris (UK) Ltd: 315,449
JACOBS ASSET MANAGEMENT, LLC: 314,959
64.89% of First Western Financial, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 6.96 M shares in the last 24 months. This purchase volume represents approximately $158.44 M in transactions.