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First Western Financial (MYFW) Institutional Ownership

First Western Financial logo
$28.68 +0.27 (+0.95%)
As of 04:00 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for First Western Financial (NASDAQ:MYFW)

Current
Institutional Ownership
Percentage
60.26%
Number of
Institutional Buyers
(last 12 months)
44
Total
Institutional Inflows
(last 12 months)
$41.14M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$15.54M
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Skip Chart & View Institutional Buying and Selling Data

MYFW Institutional Buying and Selling by Quarter

First Western Financial Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026 Bank of America Corp DE12,053$296K0.0%+10.8%0.124%
5/18/2026 Empowered Funds LLC36,468$896K0.0%+9.4%0.375%
5/15/2026 North Reef Capital Management LP716,609$17.61M0.6%+4.5%7.365%
5/15/2026 Jacobs Asset Management LLC257,819$6.34M3.8%-3.7%2.650%
5/15/2026 Punch & Associates Investment Management Inc.248,195$6.10M0.4%-8.4%2.551%
5/14/2026 Renaissance Technologies LLC18,100$445K0.0%-55.6%0.186%
5/14/2026 Arrowstreet Capital Limited Partnership8,423$207K0.0%-16.7%0.087%
5/14/2026 Sei Investments Co.98,729$2.43M0.0%+103.7%1.015%
5/14/2026 Lido Advisors LLC13,079$321K0.0%-6.1%0.134%
5/7/2026 Dimensional Fund Advisors LP261,734$6.43M0.0%+2.5%2.690%
5/5/2026 Bank of New York Mellon Corp19,158$471K0.0%-5.9%0.197%
4/23/2026 Sippican Capital Advisors46,475$1.14M0.8%-2.8%0.477%
2/18/2026 Empowered Funds LLC33,335$894K0.0%+9.7%0.343%
2/18/2026 Wellington Management Group LLP242,680$6.51M0.0%+119.2%2.499%
2/18/2026 Bridgeway Capital Management LLC80,717$2.16M0.0%+3.8%0.831%
2/18/2026 Boothbay Fund Management LLC155,177$4.16M0.1%-0.7%1.598%
2/17/2026 AQR Capital Management LLC13,217$354K0.0%+10.0%0.136%
2/17/2026 North Reef Capital Management LP685,954$18.39M0.7%+11.0%7.064%
2/17/2026 Trexquant Investment LP21,845$586K0.0%+36.8%0.225%
2/17/2026 Punch & Associates Investment Management Inc.270,945$7.26M0.4%-13.0%2.790%
2/17/2026 Persistent Asset Partners Ltd37,659$1.01M0.5%-2.5%0.388%
2/16/2026 Jacobs Asset Management LLC267,740$7.18M4.0%-15.0%2.757%
2/16/2026 Barclays PLC21,788$584K0.0%+6.1%0.224%
2/13/2026 Marshall Wace LLP47,873$1.28M0.0%-43.9%0.493%
2/13/2026 First Trust Advisors LP28,134$754K0.0%-3.3%0.290%
2/13/2026 Charles Schwab Investment Management Inc.22,618$606K0.0%-5.8%0.233%
2/13/2026 Wells Fargo & Company MN10,605$284K0.0%+45.2%0.109%
2/12/2026 First Western Trust Bank91,479$2.45M0.1%-16.5%0.942%
2/12/2026 Banc Funds Co. LLC346,090$9.28M1.8%-16.5%3.562%
2/12/2026 Renaissance Technologies LLC40,800$1.09M0.0%-34.5%0.420%
2/12/2026 Dimensional Fund Advisors LP255,294$6.84M0.0%+2.1%2.628%
2/11/2026 Empowered Funds LLC33,335$894K0.0%+9.7%0.343%
2/11/2026 Los Angeles Capital Management LLC16,393$439K0.0%-20.7%0.169%
2/10/2026 Goldman Sachs Group Inc.27,886$748K0.0%+6.6%0.287%
2/10/2026 Tieton Capital Management LLC183,611$4.92M1.7%+1.0%1.891%
2/10/2026 Northwestern Mutual Wealth Management Co.76,048$2.04M0.0%+36,113.3%0.783%
2/6/2026 Diamond Hill Capital Management Inc.158,643$4.25M0.0%+3.4%1.633%
2/6/2026 Algebris UK Ltd.340,807$9.14M0.4%+8.0%3.510%
2/5/2026 Northwestern Mutual Wealth Management Co.76,048$2.04M0.0%+36,113.3%0.783%
2/2/2026 Strs Ohio21,600$579K0.0%-4.4%0.222%
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1/30/2026 Levin Capital Strategies L.P.43,432$1.16M0.1%N/A0.447%
1/30/2026 R Squared Ltd7,743$208K0.1%N/A0.080%
1/27/2026 Round Rock Advisors LLC41,081$1.10M0.2%+125.6%0.423%
1/7/2026 Permanent Capital Management LP21,000$563K0.1%N/A0.216%
1/1/2026 JPMorgan Chase & Co.7,350$169K0.0%+26.8%0.076%
11/17/2025 PMC FIG Opportunities LLC120,111$2.77M4.2%+77.0%1.237%
11/17/2025 Punch & Associates Investment Management Inc.311,502$7.17M0.4%-1.0%3.208%
11/17/2025 North Reef Capital Management LP617,824$14.23M0.7%+13.2%6.363%
11/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.3,957$91K0.0%-16.1%0.041%
11/17/2025 First Western Trust Bank109,503$2.52M0.1%-2.8%1.128%
11/17/2025 Focus Partners Wealth2,146$49K0.0%N/A0.022%
11/17/2025 Banc Funds Co. LLC414,629$9.55M1.7%-15.5%4.270%
11/17/2025 Bank of America Corp DE7,547$174K0.0%-28.3%0.078%
11/17/2025 Boothbay Fund Management LLC156,282$3.60M0.1%+58.3%1.609%
11/17/2025 Alliancebernstein L.P.199,483$4.59M0.0%-44.2%2.054%
11/17/2025 Ameriprise Financial Inc.19,000$437K0.0%N/A0.196%
11/14/2025 Mendon Capital Advisors Corp253,336$5.83M2.2%-9.7%2.609%
11/14/2025 Hotchkis & Wiley Capital Management LLC130,798$3.01M0.0%N/A1.347%
11/14/2025 Two Sigma Investments LP38,966$897K0.0%N/A0.401%
11/14/2025 Bridgeway Capital Management LLC77,758$1.79M0.0%-5.8%0.801%
11/13/2025 Arrowstreet Capital Limited Partnership14,955$344K0.0%-5.5%0.154%
11/13/2025 BNP Paribas Financial Markets1,631$38K0.0%+37.1%0.017%
11/13/2025 First Trust Advisors LP29,081$670K0.0%N/A0.299%
11/12/2025 Dimensional Fund Advisors LP250,077$5.76M0.0%+5.4%2.575%
11/12/2025 Victory Capital Management Inc.39,320$905K0.0%N/A0.405%
11/10/2025 Persistent Asset Partners Ltd38,607$889K0.6%+64.9%0.398%
11/7/2025Vanguard Group Inc.427,427$9.84M0.0%-1.4%4.402%
11/7/2025 JPMorgan Chase & Co.7,350$169K0.0%+26.8%0.076%
11/6/2025 Rhumbline Advisers11,548$266K0.0%-11.9%0.119%
11/5/2025 Diamond Hill Capital Management Inc.153,379$3.53M0.0%-2.6%1.580%
11/5/2025 ELCO Management Co. LLC14,746$340K0.2%-19.7%0.152%
11/3/2025 New York State Common Retirement Fund1,068$25K0.0%+1,470.6%0.011%
11/3/2025 SummerHaven Investment Management LLC35,552$819K0.5%N/A0.366%
10/31/2025 Algebris UK Ltd.315,449$7.26M0.8%N/A3.245%
10/27/2025 Sippican Capital Advisors47,825$1.10M0.7%+6.0%0.492%
8/15/2025 Boothbay Fund Management LLC98,717$2.23M0.0%+5.5%1.016%
8/15/2025 Bridgeway Capital Management LLC82,533$1.86M0.0%+2.9%0.849%
8/15/2025 Bank of America Corp DE10,533$238K0.0%-4.9%0.108%
8/14/2025 Mendon Capital Advisors Corp280,524$6.33M3.2%+9.1%2.886%
8/14/2025 Basswood Capital Management L.L.C.183,108$4.13M0.2%-6.8%1.884%
8/14/2025 Jane Street Group LLC10,853$245K0.0%N/A0.112%
8/13/2025 Marshall Wace LLP97,234$2.19M0.0%N/A1.000%
8/13/2025 Arrowstreet Capital Limited Partnership15,823$357K0.0%N/A0.163%
8/13/2025 Quadrature Capital Ltd9,682$219K0.0%N/A0.100%
8/12/2025 Tieton Capital Management LLC179,341$4.05M1.6%-0.7%1.845%
8/12/2025 JPMorgan Chase & Co.5,795$131K0.0%-62.1%0.060%
8/11/2025 Persistent Asset Partners Ltd23,406$528K0.4%+34.6%0.241%
8/8/2025 First Western Trust Bank112,665$2.54M0.1%+0.4%1.159%
8/8/2025 Geode Capital Management LLC181,708$4.10M0.0%+3.7%1.869%
8/7/2025 Los Angeles Capital Management LLC33,481$755K0.0%N/A0.344%
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7/25/2025 Sippican Capital Advisors45,100$1.02M0.7%+12.6%0.464%
7/23/2025 Rosenthal Henry Capital Advisors Inc.55,276$1.25M1.3%-1.6%0.569%
7/11/2025 Colorado Capital Management Inc.39,744$897K0.4%N/A0.409%
6/27/2025 Goldman Sachs Group Inc.36,257$712K0.0%-25.1%0.373%
5/28/2025Strs Ohio24,900$489K0.0%N/A0.256%
5/21/2025Acadian Asset Management LLC40,626$796K0.0%+122.7%0.418%
5/16/2025Empowered Funds LLC24,763$487K0.0%+8.0%0.255%
5/16/2025Goldman Sachs Group Inc.36,257$712K0.0%-25.1%0.373%
5/16/2025Punch & Associates Investment Management Inc.210,475$4.14M0.3%-40.8%2.166%
5/14/2025Jacobs Asset Management LLC325,177$6.39M4.0%+4.2%3.364%


MYFW Institutional Ownership - Frequently Asked Questions

During the previous two years, 75 institutional investors and hedge funds held shares of First Western Financial. The most heavily invested institutionals were North Reef Capital Management LP ($17.61M), Vanguard Group Inc. ($9.84M), Banc Funds Co. LLC ($9.28M), Algebris UK Ltd. ($9.14M), Wellington Management Group LLP ($6.51M), Wasatch Advisors LP ($6.45M), and Dimensional Fund Advisors LP ($6.43M).Learn more on First Western Financial's institutional investors.

60.26% of First Western Financial's stock is owned by institutional investors. Learn more on MYFW's institutional investor holdings.

Of the 65 institutional investors that purchased First Western Financial's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Algebris UK Ltd. ($340.81K), Mendon Capital Advisors Corp ($218.89K), North Reef Capital Management LP ($179.89K), Rhino Investment Partners Inc ($177.25K), Jacobs Asset Management LLC ($166.74K), Northwestern Mutual Wealth Management Co. ($151.68K), and Wellington Management Group LLP ($131.96K).

Institutional investors have bought a total of 1,706,157 shares in the last 24 months. This purchase volume represents approximately $41.14M in transactions.

Of the 30 institutional investors that sold First Western Financial's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Alliancebernstein L.P. ($157.98K), Banc Funds Co. LLC ($144.43K), Punch & Associates Investment Management Inc. ($66.54K), Jacobs Asset Management LLC ($57.14K), Renaissance Technologies LLC ($44.20K), Marshall Wace LLP ($37.52K), and Mendon Capital Advisors Corp ($27.19K).

Institutional investors have sold a total of 633,295 shares in the last 24 months. This volume of shares sold represents approximately $15.54M in transactions.


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This page (NASDAQ:MYFW) was last updated on 5/26/2026 by MarketBeat.com Staff.
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