FIRST WESTN FINL INC (MYFW)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
99
Reporting holders
$204.5M
Reported value
65.7%
Of shares outstanding
0.0%
Held as options
+9
Holder change
Institutions report 6,412,186 shares against 9,765,129 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | $24.0M | 747,096 | 0.00% | 4q | +43.6%+$7.3M |
| North Reef Capital Management LP | $23.8M | 742,630 | 0.91% | 17q | +3.6%+$835.5K |
| BlackRock, Inc. | $17.4M | 542,706 | 0.00% | 8q | +9.3%+$1.5M |
| VANGUARD CAPITAL MANAGEMENT LLC | $11.4M | 353,519 | 0.00% | 2q | HELD |
| BANC FUNDS CO LLC | $11.0M | 342,404 | 1.82% | 31q | -1.7%-$192.7K |
| DIMENSIONAL FUND ADVISORS LP | $9.2M | 285,909 | 0.00% | 27q | +9.2%+$776.3K |
| ALGEBRIS (UK) LTD | $8.3M | 259,090 | 0.55% | 4q | -24.7%-$2.7M |
| MENDON CAPITAL ADVISORS CORP | $6.9M | 215,815 | 2.45% | 25q | -14.8%-$1.2M |
| GEODE CAPITAL MANAGEMENT, LLC | $6.5M | 201,866 | 0.00% | 28q | +12.7%+$733.0K |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $6.3M | 195,000 | 0.31% | 27q | -21.4%-$1.7M |
| Curi Capital, LLC | $6.1M | 190,422 | 0.09% | 11q | -3.4%-$213.0K |
| Diamond Hill Capital Management, LLC (Investment Advisor) | $5.5M | 170,824 | 0.04% | 21q | +6.9%+$353.0K |
| JACOBS ASSET MANAGEMENT, LLC | $4.5M | 140,000 | 2.83% | 9q | -45.7%-$3.8M |
| STATE STREET CORP | $4.5M | 139,551 | 0.00% | 30q | +7.9%+$328.5K |
| ALLIANCEBERNSTEIN L.P. | $4.3M | 176,866 | 0.00% | 19q | -14.5%-$738.9K |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $4.0M | 123,858 | 0.01% | 4q | -5.6%-$234.4K |
| First Western Trust Bank | $3.0M | 92,241 | 0.14% | 18q | -6.1%-$192.3K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $2.6M | 80,940 | 0.05% | 25q | -3.5%-$93.4K |
| Brevan Howard Capital Management LP | $2.4M | 75,000 | 0.02% | 3q | -25.0%-$802.8K |
| NORTHERN TRUST CORP | $2.1M | 66,764 | 0.00% | 25q | +15.2%+$283.0K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.9M | 58,368 | 0.00% | 2q | +20.3%+$316.3K |
| RENAISSANCE TECHNOLOGIES LLC | $1.8M | 57,358 | 0.00% | 5q | +216.9%+$1.3M |
| Qube Research & Technologies Ltd | $1.8M | 56,618 | 0.00% | new | NEW |
| Rosenthal | Henry Capital Advisors, Inc. | $1.8M | 55,113 | 1.55% | 7q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $1.7M | 52,486 | 0.00% | 2q | +2.7%+$43.5K |
| Cherry Creek Investment Advisors, Inc. | $1.7M | 51,939 | 0.66% | 21q | HELD |
| SEI INVESTMENTS CO | $1.6M | 49,449 | 0.00% | 3q | -49.9%-$1.6M |
| Round Rock Advisors LLC | $1.5M | 47,431 | 0.20% | 4q | HELD |
| Sippican Capital Advisors | $1.5M | 46,475 | 0.91% | 8q | HELD |
| Biltmore Family Office, LLC | $1.5M | 45,316 | 0.19% | 7q | HELD |
| GOLDMAN SACHS GROUP INC | $1.2M | 37,507 | 0.00% | 10q | +11.1%+$120.0K |
| Trexquant Investment LP | $1.1M | 34,218 | 0.01% | 5q | +201.2%+$733.9K |
| Empowered Funds, LLC | $1.1M | 33,558 | 0.01% | 13q | -8.0%-$93.4K |
| BOOTHBAY FUND MANAGEMENT, LLC | $1.1M | 32,935 | 0.01% | 8q | -70.9%-$2.6M |
| UBS Group AG | $1.0M | 31,688 | 0.00% | 15q | +9.8%+$90.8K |
| SummerHaven Investment Management, LLC | $1.0M | 31,385 | 0.54% | 4q | HELD |
| FIRST TRUST ADVISORS LP | $930.7K | 28,985 | 0.00% | 4q | +3.8%+$34.5K |
| AQR CAPITAL MANAGEMENT LLC | $914.9K | 28,494 | 0.00% | 4q | +102.6%+$463.4K |
| CM WEALTH ADVISORS LLC | $834.9K | 26,002 | 0.15% | new | NEW |
| MORGAN STANLEY | $818.3K | 25,484 | 0.00% | 32q | -7.0%-$61.6K |
| RAYMOND JAMES FINANCIAL INC | $802.8K | 25,000 | 0.00% | 7q | HELD |
| Nuveen, LLC | $779.4K | 24,272 | 0.00% | 6q | HELD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $768.8K | 23,943 | 0.00% | 17q | +15.7%+$104.1K |
| Sixth Street Partners Management Company, L.P. | $768.8K | 23,943 | 0.00% | new | NEW |
| Lido Advisors, LLC | $741.1K | 23,080 | 0.00% | 14q | +76.5%+$321.1K |
| Bank of New York Mellon Corp | $735.5K | 22,906 | 0.00% | 17q | +19.6%+$120.3K |
| TWO SIGMA INVESTMENTS, LP | $730.3K | 22,743 | 0.00% | 4q | +92.2%+$350.2K |
| STRS OHIO | $693.6K | 21,600 | 0.00% | 11q | HELD |
| AMERICAN CENTURY COMPANIES INC | $607.6K | 18,921 | 0.00% | 4q | +34.4%+$155.5K |
| AMERIPRISE FINANCIAL INC | $566.1K | 17,629 | 0.00% | 4q | -53.6%-$654.1K |
| PMC FIG Opportunities LLC | $548.0K | 17,065 | 0.87% | 8q | -80.5%-$2.3M |
| MARSHALL WACE, LLP | $523.6K | 16,305 | 0.00% | new | NEW |
| STATE OF WISCONSIN INVESTMENT BOARD | $511.1K | 15,916 | 0.00% | new | NEW |
| Quadrature Capital Ltd | $430.1K | 13,396 | 0.00% | new | NEW |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $412.1K | 12,833 | 0.00% | new | NEW |
| ELCO Management Co., LLC | $365.7K | 11,388 | 0.16% | 9q | -22.8%-$107.8K |
| BANK OF AMERICA CORP /DE/ | $363.7K | 11,326 | 0.00% | 26q | -6.0%-$23.3K |
| RHUMBLINE ADVISERS | $347.0K | 10,808 | 0.00% | 17q | +7.8%+$25.0K |
| OCCUDO QUANTITATIVE STRATEGIES LP | $337.6K | 10,515 | 0.02% | new | NEW |
| BARCLAYS PLC | $329.3K | 10,255 | 0.00% | 25q | -4.1%-$14.0K |
| Concurrent Investment Advisors, LLC | $301.0K | 9,373 | 0.00% | 2q | HELD |
| XTX Topco Ltd | $278.6K | 8,676 | 0.00% | new | NEW |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $270.5K | 8,423 | 0.00% | 5q | HELD |
| WELLS FARGO & COMPANY/MN | $267.5K | 8,330 | 0.00% | 27q | +0.7%+$1.9K |
| DEUTSCHE BANK AG\ | $258.0K | 8,036 | 0.00% | 4q | +11.6%+$26.9K |
| MetLife Investment Management, LLC | $148.3K | 4,620 | 0.00% | 9q | HELD |
| NEW YORK STATE COMMON RETIREMENT FUND | $137.0K | 4,268 | 0.00% | 17q | +299.6%+$102.8K |
| Russell Investments Group, Ltd. | $132.0K | 4,111 | 0.00% | 4q | +388.8%+$105.0K |
| CITIGROUP INC | $128.8K | 4,010 | 0.00% | 18q | +897.5%+$115.9K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $128.5K | 4,002 | 0.00% | 9q | +1.8%+$2.3K |
| JPMORGAN CHASE & CO | $118.6K | 3,687 | 0.00% | 19q | +9.6%+$10.4K |
| FMR LLC | $94.9K | 2,956 | 0.00% | 16q | -0.7% |
| Police & Firemen's Retirement System of New Jersey | $89.7K | 2,794 | 0.00% | 6q | HELD |
| Vanguard Global Advisers, LLC | $86.3K | 2,689 | 0.00% | 2q | HELD |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $82.8K | 2,580 | 0.00% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $41.7K | 1,299 | 0.00% | 25q | -25.8%-$14.5K |
| MERCER GLOBAL ADVISORS INC /ADV | $34.5K | 1,075 | 0.00% | new | NEW |
| Tower Research Capital LLC (TRC) | $34.3K | 1,067 | 0.00% | 19q | -8.5%-$3.2K |
| Legal & General Group Plc | $29.2K | 910 | 0.00% | 17q | +21.2%+$5.1K |
| Ameritas Investment Partners, Inc. | $19.0K | 592 | 0.00% | 17q | HELD |
| ROYAL BANK OF CANADA | $15.0K | 445 | 0.00% | 23q | +400.0%+$12.0K |
| Arax Advisory Partners | $6.3K | 197 | 0.00% | new | NEW |
| Tieton Capital Management, LLC | $6.0K | 187,274 | 1.73% | 22q | -1.5% |
| Sterling Capital Management LLC | $5.6K | 175 | 0.00% | 8q | -11.2% |
| Quarry LP | $4.8K | 149 | 0.00% | new | NEW |
| Integrated Wealth Concepts LLC | $4.5K | 140 | 0.00% | new | NEW |
| ACADIAN ASSET MANAGEMENT LLC | $4.3K | 134,662 | 0.01% | 25q | +29.9% |
| GAMMA Investing LLC | $3.6K | 111 | 0.00% | 5q | HELD |
| Allworth Financial LP | $2.7K | 83 | 0.00% | 5q | +388.2%+$2.1K |
| EverSource Wealth Advisors, LLC | $2.0K | 63 | 0.00% | 6q | +26.0% |
| IFP Advisors, Inc | $1.5K | 46 | 0.00% | 5q | +411.1%+$1.2K |
| Essential Partners LLC | $867 | 27 | 0.00% | 5q | -83.1%-$4.3K |
| PNC Financial Services Group, Inc. | $642 | 20 | 0.00% | 6q | HELD |
| ROTHSCHILD INVESTMENT LLC | $578 | 18 | 0.00% | 2q | +500.0% |
| Farther Finance Advisors, LLC | $514 | 16 | 0.00% | 9q | +166.7% |
| Versant Capital Management, Inc | $385 | 12 | 0.00% | 12q | HELD |
| NISA INVESTMENT ADVISORS, LLC | $321 | 10 | 0.00% | 13q | HELD |
| Basecamp Wealth Advisors LLC | $257 | 8 | 0.00% | new | FIRST |
| PRICE T ROWE ASSOCIATES INC /MD/ | $230 | 7,132 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $230 | 7,167 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-13 | 13G/A | Wellington Management Group LLPwith 3 co-filers | 7.7% |
| 2026-08-06 | 13G/A | Wellington Management Group LLPwith 3 co-filers | 10.5% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 99 | $204.5M | 6,412,186 | 15 | 36 | 27 | 0.0% |
| Q1 2026 | 90 | $156.7M | 6,357,166 | 3 | 31 | 31 | 0.0% |
| Q4 2025 | 88 | $166.0M | 6,196,128 | 8 | 23 | 28 | 0.0% |
| Q3 2025 | 85 | $139.0M | 6,036,695 | 17 | 21 | 27 | 0.0% |
| Q2 2025 | 77 | $129.1M | 5,723,746 | 14 | 29 | 17 | 0.0% |
| Q1 2025 | 66 | $109.9M | 5,592,309 | 6 | 18 | 21 | 0.0% |
| Q4 2024 | 62 | $111.2M | 5,687,843 | 3 | 29 | 11 | 0.0% |
| Q3 2024 | 65 | $109.2M | 5,459,430 | 8 | 28 | 16 | 0.0% |
| Q2 2024 | 59 | $92.7M | 5,408,489 | 6 | 18 | 23 | 0.0% |
| Q1 2024 | 51 | $67.2M | 4,563,018 | 4 | 19 | 13 | 0.0% |
| Q4 2023 | 53 | $88.7M | 4,471,825 | 4 | 18 | 17 | 0.0% |
| Q3 2023 | 52 | $79.1M | 4,358,199 | 3 | 18 | 13 | 0.0% |
| Q2 2023 | 53 | $77.4M | 4,161,753 | 4 | 19 | 11 | 0.0% |
| Q1 2023 | 49 | $77.5M | 3,915,614 | 2 | 22 | 10 | 0.0% |
| Q4 2022 | 50 | $101.9M | 3,620,664 | 4 | 15 | 14 | 0.0% |
| Q3 2022 | 64 | $120.1M | 4,872,387 | 4 | 19 | 21 | 0.0% |
| Q2 2022 | 69 | $130.2M | 4,787,903 | 17 | 18 | 23 | 0.0% |
| Q1 2022 | 61 | $136.1M | 4,352,161 | 11 | 22 | 13 | 0.0% |
| Q4 2021 | 53 | $121.5M | 4,001,441 | 8 | 15 | 6 | 0.0% |
| Q3 2021 | 47 | $107.5M | 3,724,360 | 5 | 13 | 16 | 0.0% |
| Q2 2021 | 50 | $94.5M | 3,648,326 | 8 | 13 | 20 | 0.0% |
| Q1 2021 | 56 | $95.3M | 3,808,085 | 6 | 22 | 16 | 0.0% |
| Q4 2020 | 52 | $70.1M | 3,581,810 | 3 | 25 | 8 | 0.0% |
| Q3 2020 | 50 | $45.4M | 3,504,036 | 4 | 15 | 17 | 0.0% |
| Q2 2020 | 47 | $49.2M | 3,452,311 | 21 | 16 | 5 | 0.0% |
| Q1 2020 | 32 | $48.3M | 3,418,747 | 5 | 12 | 10 | 0.0% |
| Q4 2019 | 31 | $55.0M | 3,346,885 | 8 | 10 | 5 | 0.0% |
| Q3 2019 | 26 | $54.7M | 3,208,492 | 4 | 6 | 7 | 0.0% |
| Q2 2019 | 25 | $40.8M | 3,074,883 | 5 | 7 | 5 | 0.0% |
| Q1 2019 | 21 | $40.7M | 3,105,389 | 4 | 8 | 3 | 0.0% |
| Q4 2018 | 22 | $29.4M | 2,534,819 | 0 | 1 | 0 | 0.0% |