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First Western Financial (MYFW) Institutional Ownership

First Western Financial logo
$29.33 +0.19 (+0.67%)
As of 04:00 PM Eastern
This is a fair market value price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for First Western Financial (NASDAQ:MYFW)

Current
Institutional Ownership
Percentage
60.26%
Number of
Institutional Buyers
(last 12 months)
42
Total
Institutional Inflows
(last 12 months)
$89.13M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$14.73M
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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
8/19/2026Wellington Management Group LLP747,096$23.99M0.0%+43.6%7.647%
8/18/2026Empowered Funds LLC33,558$1.08M0.0%N/A0.343%
8/18/2026Public Employees Retirement System of Ohio2,580$83K0.0%N/A0.026%
8/17/2026Punch & Associates Investment Management Inc.195,000$6.26M0.3%N/A1.996%
8/17/2026Bank of America Corp DE11,326$364K0.0%N/A0.116%
8/14/2026Legal & General Group Plc910$29K0.0%N/A0.009%
8/11/2026Algebris UK Ltd.259,090$8.29M0.5%N/A2.652%
8/11/2026CM Wealth Advisors LLC26,002$835K0.2%N/A0.266%
8/10/2026Tieton Capital Management LLC187,274$6.01M1.7%N/A1.917%
8/7/2026BlackRock Inc.542,706$17.43M0.0%N/A5.555%
8/7/2026Deutsche Bank AG8,036$258K0.0%N/A0.082%
8/7/2026Diamond Hill Capital Management LLC Investment Advisor170,824$5.49M0.0%N/A1.748%
8/6/2026Bank of New York Mellon Corp22,906$736K0.0%N/A0.235%
6/16/2026Empowered Funds LLC36,468$896K0.0%+9.4%0.375%
5/19/2026Bank of America Corp DE12,053$296K0.0%+10.8%0.124%
5/18/2026Empowered Funds LLC36,468$896K0.0%+9.4%0.375%
5/15/2026North Reef Capital Management LP716,609$17.61M0.6%+4.5%7.365%
5/15/2026Jacobs Asset Management LLC257,819$6.34M3.8%-3.7%2.650%
5/15/2026Punch & Associates Investment Management Inc.248,195$6.10M0.4%-8.4%2.551%
5/14/2026Renaissance Technologies LLC18,100$445K0.0%-55.6%0.186%
5/14/2026Arrowstreet Capital Limited Partnership8,423$207K0.0%-16.7%0.087%
5/14/2026Sei Investments Co.98,729$2.43M0.0%+103.7%1.015%
5/14/2026Lido Advisors LLC13,079$321K0.0%-6.1%0.134%
5/7/2026Dimensional Fund Advisors LP261,734$6.43M0.0%+2.5%2.690%
5/5/2026Bank of New York Mellon Corp19,158$471K0.0%-5.9%0.197%
4/23/2026Sippican Capital Advisors46,475$1.14M0.8%-2.8%0.477%
2/18/2026Empowered Funds LLC33,335$894K0.0%+9.7%0.343%
2/18/2026Wellington Management Group LLP242,680$6.51M0.0%+119.2%2.499%
2/18/2026Bridgeway Capital Management LLC80,717$2.16M0.0%+3.8%0.831%
2/18/2026Boothbay Fund Management LLC155,177$4.16M0.1%-0.7%1.598%
2/17/2026AQR Capital Management LLC13,217$354K0.0%+10.0%0.136%
2/17/2026North Reef Capital Management LP685,954$18.39M0.7%+11.0%7.064%
2/17/2026Trexquant Investment LP21,845$586K0.0%+36.8%0.225%
2/17/2026Punch & Associates Investment Management Inc.270,945$7.26M0.4%-13.0%2.790%
2/17/2026Persistent Asset Partners Ltd37,659$1.01M0.5%-2.5%0.388%
2/16/2026Jacobs Asset Management LLC267,740$7.18M4.0%-15.0%2.757%
2/16/2026Barclays PLC21,788$584K0.0%+6.1%0.224%
2/13/2026Marshall Wace LLP47,873$1.28M0.0%-43.9%0.493%
2/13/2026First Trust Advisors LP28,134$754K0.0%-3.3%0.290%
2/13/2026Charles Schwab Investment Management Inc.22,618$606K0.0%-5.8%0.233%
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2/13/2026Wells Fargo & Company MN10,605$284K0.0%+45.2%0.109%
2/12/2026First Western Trust Bank91,479$2.45M0.1%-16.5%0.942%
2/12/2026Banc Funds Co. LLC346,090$9.28M1.8%-16.5%3.562%
2/12/2026Renaissance Technologies LLC40,800$1.09M0.0%-34.5%0.420%
2/12/2026Dimensional Fund Advisors LP255,294$6.84M0.0%+2.1%2.628%
2/11/2026Empowered Funds LLC33,335$894K0.0%+9.7%0.343%
2/11/2026Los Angeles Capital Management LLC16,393$439K0.0%-20.7%0.169%
2/10/2026Goldman Sachs Group Inc.27,886$748K0.0%+6.6%0.287%
2/10/2026Tieton Capital Management LLC183,611$4.92M1.7%+1.0%1.891%
2/10/2026Northwestern Mutual Wealth Management Co.76,048$2.04M0.0%+36,113.3%0.783%
2/6/2026Diamond Hill Capital Management Inc.158,643$4.25M0.0%+3.4%1.633%
2/6/2026Algebris UK Ltd.340,807$9.14M0.4%+8.0%3.510%
2/5/2026Northwestern Mutual Wealth Management Co.76,048$2.04M0.0%+36,113.3%0.783%
2/2/2026Strs Ohio21,600$579K0.0%-4.4%0.222%
1/30/2026Levin Capital Strategies L.P.43,432$1.16M0.1%N/A0.447%
1/30/2026R Squared Ltd7,743$208K0.1%N/A0.080%
1/27/2026Round Rock Advisors LLC41,081$1.10M0.2%+125.6%0.423%
1/7/2026Permanent Capital Management LP21,000$563K0.1%N/A0.216%
1/1/2026JPMorgan Chase & Co.7,350$169K0.0%+26.8%0.076%
11/17/2025PMC FIG Opportunities LLC120,111$2.77M4.2%+77.0%1.237%
11/17/2025Punch & Associates Investment Management Inc.311,502$7.17M0.4%-1.0%3.208%
11/17/2025North Reef Capital Management LP617,824$14.23M0.7%+13.2%6.363%
11/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.3,957$91K0.0%-16.1%0.041%
11/17/2025First Western Trust Bank109,503$2.52M0.1%-2.8%1.128%
11/17/2025Focus Partners Wealth2,146$49K0.0%N/A0.022%
11/17/2025Banc Funds Co. LLC414,629$9.55M1.7%-15.5%4.270%
11/17/2025Bank of America Corp DE7,547$174K0.0%-28.3%0.078%
11/17/2025Boothbay Fund Management LLC156,282$3.60M0.1%+58.3%1.609%
11/17/2025Alliancebernstein L.P.199,483$4.59M0.0%-44.2%2.054%
11/17/2025Ameriprise Financial Inc.19,000$437K0.0%N/A0.196%
11/14/2025Mendon Capital Advisors Corp253,336$5.83M2.2%-9.7%2.609%
11/14/2025Hotchkis & Wiley Capital Management LLC130,798$3.01M0.0%N/A1.347%
11/14/2025Two Sigma Investments LP38,966$897K0.0%N/A0.401%
11/14/2025Bridgeway Capital Management LLC77,758$1.79M0.0%-5.8%0.801%
11/13/2025Arrowstreet Capital Limited Partnership14,955$344K0.0%-5.5%0.154%
11/13/2025BNP Paribas Financial Markets1,631$38K0.0%+37.1%0.017%
11/13/2025First Trust Advisors LP29,081$670K0.0%N/A0.299%
11/12/2025Dimensional Fund Advisors LP250,077$5.76M0.0%+5.4%2.575%
11/12/2025Victory Capital Management Inc.39,320$905K0.0%N/A0.405%
11/10/2025Persistent Asset Partners Ltd38,607$889K0.6%+64.9%0.398%
11/7/2025Vanguard Group Inc.427,427$9.84M0.0%-1.4%4.402%
11/7/2025JPMorgan Chase & Co.7,350$169K0.0%+26.8%0.076%
11/6/2025Rhumbline Advisers11,548$266K0.0%-11.9%0.119%
11/5/2025Diamond Hill Capital Management Inc.153,379$3.53M0.0%-2.6%1.580%
11/5/2025ELCO Management Co. LLC14,746$340K0.2%-19.7%0.152%
11/3/2025New York State Common Retirement Fund1,068$25K0.0%+1,470.6%0.011%
11/3/2025SummerHaven Investment Management LLC35,552$819K0.5%N/A0.366%
10/31/2025Algebris UK Ltd.315,449$7.26M0.8%N/A3.245%
10/27/2025Sippican Capital Advisors47,825$1.10M0.7%+6.0%0.492%
8/15/2025Boothbay Fund Management LLC98,717$2.23M0.0%+5.5%1.016%
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8/15/2025Bridgeway Capital Management LLC82,533$1.86M0.0%+2.9%0.849%
8/15/2025Bank of America Corp DE10,533$238K0.0%-4.9%0.108%
8/14/2025Mendon Capital Advisors Corp280,524$6.33M3.2%+9.1%2.886%
8/14/2025Basswood Capital Management L.L.C.183,108$4.13M0.2%-6.8%1.884%
8/14/2025Jane Street Group LLC10,853$245K0.0%N/A0.112%
8/13/2025Marshall Wace LLP97,234$2.19M0.0%N/A1.000%
8/13/2025Arrowstreet Capital Limited Partnership15,823$357K0.0%N/A0.163%
8/13/2025Quadrature Capital Ltd9,682$219K0.0%N/A0.100%
8/12/2025Tieton Capital Management LLC179,341$4.05M1.6%-0.7%1.845%
8/12/2025JPMorgan Chase & Co.5,795$131K0.0%-62.1%0.060%


MYFW Institutional Ownership - Frequently Asked Questions

During the previous two years, 80 institutional investors and hedge funds held shares of First Western Financial. The most heavily invested institutionals were Wellington Management Group LLP ($23.99M), North Reef Capital Management LP ($17.61M), BlackRock Inc. ($17.43M), Vanguard Group Inc. ($9.84M), Banc Funds Co. LLC ($9.28M), Algebris UK Ltd. ($8.29M), and Wasatch Advisors LP ($6.45M).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 71 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. ($599.90K), BlackRock Inc. ($542.71K), Wellington Management Group LLP ($358.72K), Tieton Capital Management LLC ($222.83K), Punch & Associates Investment Management Inc. ($195K), North Reef Capital Management LP ($179.89K), and Mendon Capital Advisors Corp ($178.75K).

Institutional investors have bought a total of 3,115,804 shares in the last 24 months. This purchase volume represents approximately $89.13M in transactions.

Of the 25 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 595,580 shares in the last 24 months. This volume of shares sold represents approximately $14.73M in transactions.


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Institutional ownership data for NASDAQ:MYFW is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/19/2026. New 13F filings are added each quarter as they're published.
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