AMTB · Amerant Bancorp Inc. · Shareholders & Ownership
$29.96
-0.10 (-0.33%)
At close · Oct 27
Return incl. dividend (before tax)
Q3 2026 earnings call transcript
Market Cap
$1.17B
Shares
39.19M
Volume · Oct 27
558.58K
Avg daily vol (3M)
372.09K
Every disclosed holder of AMTB in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns AMTB
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 26,966,380 | 68.81% |
| Insiders (Forms 3, 4, 5) | 0 | 0.00% |
| 13D/G-only blocks | 0 | 0.00% |
| Remaining | 12,223,478 | 31.19% |
| Registered funds (N-PORT, not summed) | 9,027,975 | 23.04% |
Shares outstanding: 39,189,858, the issuer's latest cover-page count restated onto today's split basis.
Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of AMTB
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
WELLINGTON MANAGEMENT GROUP LLP
13F
CIK 902219 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
5,392,594 | ||
| 2 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,828,855 | ||
| 2.1 |
iShares Russell 2000 ETF
Fund
S000004344 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
924,965 | ||
| 2.2 |
iShares Russell 2000 Value ETF
Fund
S000004342 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
335,206 | ||
| 2.3 |
iShares Micro-Cap ETF
Fund
S000004439 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
115,498 | ||
| 2.4 |
iShares Core S&P Total U.S. Stock Market ETF
Fund
S000004317 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
79,769 | ||
| 2.5 |
Master Small Cap Index Series
Fund
S000002716 · Registered fund · Jun 30, 2026
Quantitative Master Series LLC, not summed
|
63,606 | ||
| 3 |
Patriot Financial Partners GP II, L.P.
13F
CIK 2061817 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,007,283 | ||
| 4 |
North Reef Capital Management LP
13F
CIK 1867831 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,855,507 | ||
| 5 |
VANGUARD CAPITAL MANAGEMENT LLC
13F
CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,646,945 | ||
| 5.1 |
VANGUARD CAPITAL MANAGEMENT LLC
13G
CIK 2100119 · Registered investment adviser · Jun 30, 2026
Rule 13d-1(b), qualified institution, not summed
|
1,921,969 | ||
| 6 |
DIMENSIONAL FUND ADVISORS LP
13F
CIK 354204 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,565,026 | ||
| 6.1 |
U.S. SMALL CAP VALUE PORTFOLIO
Fund
S000000987 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
413,986 | ||
| 6.2 |
Dimensional US Small Cap Value ETF
Fund
S000075151 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
217,129 | ||
| 6.3 |
U.S. SMALL CAP PORTFOLIO
Fund
S000000971 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
180,220 | ||
| 6.4 |
Dimensional U.S. Small Cap ETF
Fund
S000070906 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
131,279 | ||
| 6.5 |
U.S. MICRO CAP PORTFOLIO
Fund
S000000948 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
106,214 | ||
| 7 |
|
1,263,067 | ||
| 7.1 |
State Street(R) SPDR(R) S&P(R) Regional Banking ETF
Fund
S000012325 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
379,614 | ||
| 7.2 |
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO
Fund
S000050332 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
12,800 | ||
| 7.3 |
State Street Total Return V.I.S. Fund
Fund
S000001637 · Registered fund · Jun 30, 2026
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
|
872 | ||
| 7.4 |
State Street Balanced Index Fund
Fund
S000082802 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
233 | ||
| 8 |
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund
S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
1,181,247 | ||
| 9 |
GEODE CAPITAL MANAGEMENT, LLC
13F
CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
922,817 | ||
| 10 |
AMERICAN CENTURY COMPANIES INC
13F
CIK 748054 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
846,437 | ||
| 11 |
TWO SIGMA INVESTMENTS, LP
13F
CIK 1179392 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
700,533 | ||
| 12 |
|
695,113 | ||
| 13 |
Avantis U.S. Small Cap Value ETF
Fund
S000066459 · Registered fund · May 31, 2026
American Century ETF Trust, not summed
|
563,865 | ||
| 14 |
BASSWOOD CAPITAL MANAGEMENT, L.L.C.
13F
CIK 1085393 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
497,159 | ||
| 15 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
13F
CIK 1164833 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
472,648 | ||
| 15.1 |
Hotchkis and Wiley Small Cap Diversified Value Fund
Fund
S000045868 · Registered fund · Jun 30, 2026
HOTCHKIS & WILEY FUNDS/DE/, not summed
|
118,900 | ||
| 16 |
VANGUARD PORTFOLIO MANAGEMENT LLC
13F
CIK 2100121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
427,065 | ||
| 17 |
VANGUARD EXTENDED MARKET INDEX FUND
Fund
S000002841 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
426,748 | ||
| 18 |
MALTESE CAPITAL MANAGEMENT LLC
13F
CIK 1040762 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
420,000 | ||
| 19 |
GOLDMAN SACHS GROUP INC
13F
CIK 886982 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
343,107 | ||
| 19.1 |
Multi-Manager U.S. Small Cap Equity Fund
Fund
S000051363 · Registered fund · Apr 30, 2026
Goldman Sachs Trust II, not summed
|
21,593 | ||
| 19.2 |
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF
Fund
S000048296 · Registered fund · Aug 31, 2026
Goldman Sachs ETF Trust, not summed
|
10,156 | ||
| 19.3 |
Goldman Sachs Absolute Return Tracker Fund
Fund
S000020314 · Registered fund · Aug 31, 2026
GOLDMAN SACHS TRUST, not summed
|
6,697 | ||
| 20 |
MENDON CAPITAL ADVISORS CORP
13F
CIK 1177043 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
327,504 | ||
| 21 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
CIK 884546 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
316,910 | ||
| 21.1 |
Schwab U.S. Small-Cap ETF
Fund
S000026636 · Registered fund · Aug 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
174,261 | ||
| 21.2 |
Schwab Small-Cap Index Fund
Fund
S000005912 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
83,762 | ||
| 21.3 |
Schwab Total Stock Market Index Fund
Fund
S000005913 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
28,955 | ||
| 21.4 |
Schwab U.S. Broad Market ETF
Fund
S000026631 · Registered fund · Aug 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
20,190 | ||
| 22 |
NORTHERN TRUST CORP
13F
CIK 73124 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
303,007 | ||
| 22.1 |
Small Cap Index Fund
Fund
S000001245 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
17,583 | ||
| 23 |
Curi Capital, LLC
13F
CIK 1332905 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
300,056 | ||
| 23.1 |
RMB Mendon Financial Services Fund
Fund
S000002998 · Registered fund · Jun 30, 2026
RMB Investors Trust, not summed
|
300,000 | ||
| 24 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC
13F
CIK 1107261 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
264,730 | ||
| 24.1 |
Omni Small-Cap Value Fund
Fund
S000033567 · Registered fund · Jun 30, 2026
Bridgeway Funds, Inc., not summed
|
100,000 | ||
| 25 |
VANGUARD FIDUCIARY TRUST CO
13F
CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
241,417 | ||
| 26 |
|
206,712 | ||
| 27 |
CITADEL ADVISORS LLC
13F
CIK 1423053 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
200,151 | ||
| 28 |
PEREGRINE CAPITAL MANAGEMENT LLC
13F
CIK 764529 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
196,208 | ||
| 29 |
CSM Advisors, LLC
13F
CIK 1863523 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
195,885 | ||
| 30 |
VANGUARD RUSSELL 2000 INDEX FUND
Fund
S000030003 · Registered fund · May 31, 2026
VANGUARD SCOTTSDALE FUNDS, not summed
|
187,581 | ||
| 31 |
BANC FUNDS CO LLC
13F
CIK 1029311 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
174,000 | ||
| 32 |
Empowered Funds, LLC
13F
CIK 1592828 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
164,730 | ||
| 32.1 |
EA Bridgeway Omni Small-Cap Value ETF
Fund
S000078089 · Registered fund · Jun 30, 2026
EA Series Trust, not summed
|
164,730 | ||
| 33 |
Plush Gerald P
Insider
CIK 1368090 · Feb 18, 2025
Director, Chairman, President & CEO, issuer-wide, not summed
|
159,434 | ||
| 34 |
Bank of New York Mellon Corp
13F
CIK 1390777 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
154,525 | ||
| 35 |
SEI INVESTMENTS CO
13F
CIK 350894 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
149,177 | ||
| 36 |
ESSEX INVESTMENT MANAGEMENT CO LLC
13F
CIK 201772 · Registered investment adviser · Sep 30, 2026
|
145,593 | ||
| 37 |
AQR CAPITAL MANAGEMENT LLC
13F
CIK 1167557 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
142,084 | ||
| 38 |
|
125,390 | ||
| 39 |
Qube Research & Technologies Ltd
13F
CIK 1729829 · Exempt reporting adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
116,923 | ||
| 40 |
JPMORGAN CHASE & CO
13F
CIK 19617 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
110,611 | ||
| 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY
13F
CIK 714142 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
106,224 | ||
| 42 |
D. E. Shaw & Co., Inc.
13F
CIK 1009207 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
90,139 | ||
| 43 |
Quantinno Capital Management LP
13F
CIK 1759654 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
89,093 | ||
| 44 |
Blackstone Alternative Multi-Strategy Fund
Fund
S000045538 · Registered fund · Jun 30, 2026
Blackstone Alternative Investment Funds, not summed
|
87,903 | ||
| 45 |
|
81,329 | ||
| 45.1 |
Nuveen Small Cap Blend Index Fund
Fund
S000005367 · Registered fund · Jul 31, 2026
TIAA-CREF Funds, not summed
|
45,898 | ||
| 45.2 |
Nuveen Equity Index Fund
Fund
S000005360 · Registered fund · Jul 31, 2026
TIAA-CREF Funds, not summed
|
26,278 | ||
| 45.3 |
TIAA Separate Account VA-1 - Stock Index Account
Fund
S000005098 · Registered fund · Jun 30, 2026
TIAA Separate Account VA-1, not summed
|
667 | ||
| 45.4 |
Nuveen Life Stock Index Fund
Fund
S000005094 · Registered fund · Jun 30, 2026
TIAA-CREF Life Funds, not summed
|
442 | ||
| 46 |
Avantis U.S. Small Cap Equity ETF
Fund
S000074835 · Registered fund · May 31, 2026
American Century ETF Trust, not summed
|
79,742 | ||
| 47 |
MARSHALL WACE, LLP
13F
CIK 1318757 · Exempt reporting adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
78,614 | ||
| 48 |
Multi-Manager Small Cap Equity Strategies Fund
Fund
S000036206 · Registered fund · May 31, 2026
COLUMBIA FUNDS SERIES TRUST I, not summed
|
68,365 | ||
| 49 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
66,669 | ||
| 50 |
Swiss National Bank
13F
CIK 1582202 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
65,437 |
22 more nested rows are not shown here; Every filing lists them all.
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
Showing 1–50 of 266 holders
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Key facts
CIK
1734342
CUSIP
023576101
13F (30d)
20 filings
20 filers
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