Skip to main content
Equibles
FMBH logo

FMBH · First Mid Bancshares, Inc. · Holdings

Track FMBH — free

Use FMBH with AI

Add company filings, earnings and prices to ChatGPT or Claude, then ask questions in your own chat.

Choose your app for step-by-step connection instructions. Sign in with Equibles when asked; no code or API key is needed.

Claude ChatGPT

After connecting, ask your AI to use Equibles to research FMBH.

Other apps & server URL
https://mcp.equibles.com/mcp
Gemini CLI setup
or ask here

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

See what you can ask in ChatGPT or Claude

All connection guides →
$51.01 -0.10 (-0.20%) At close · Oct 27
Russell 2000 member Rebalance outlook locked
Market Cap
$1.36B
Shares
26.60M
Volume · Oct 27 173.01K Avg daily vol (3M) 132.72K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP → See every holder of FMBH: 13F, 13D and 13G, insiders and funds →
The Sep 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out. Each fund's Change is measured against its own previous reported quarter, shown in the Reported column. Pick a completed quarter in the Quarter selector below to put every fund on one quarter and see the stock-wide activity breakdown.
Holders: 174
Total Value: $715,887,506
Total Shares: 14,884,016
Showing 1–100 of 174 holdings by value · page 1 of 2

Institutional Ownership Trend

27 quarters

Holder Concentration

Across 170 13F filers
Top Holder
16.0%
Sep 2023 → Jun 2026 · range 14.9% – 18.5%
of institutional value
Top 5
47.3%
Sep 2023 → Jun 2026 · range 43.9% – 53.0%
of institutional value
Top 10
64.9%
Sep 2023 → Jun 2026 · range 63.2% – 69.1%
of institutional value
HHI
614
Sep 2023 → Jun 2026 · range 587 – 772
Broadly held

Who Holds FMBH

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 169 filers, like-for-like change +6.9%; actively managed books +2.1%; index-like books +15.2%.

Holder type Share Filers Change
Registered adviser 55.7% 85 +5.4%
Adviser 1.2% 7 -6.1%
Bank 8.7% 14 +6.8%
Insurer 0.5% 2 +26.9%
Broker-dealer 0.0% 1 0.0%
Benefit plan 0.5% 6 +25.2%
Non-US 1.8% 7 +0.1%
Holding company 21.6% 8 +16.0%
Exempt adviser 0.0% 0 -100.0%
Unknown 10.1% 39 +1.0%

The Sep 30, 2026 filing window is still open, so its bar carries the Jun 30, 2026 positions of filers that have not filed yet.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 2 holders with no observed 2026-06-30 13F. Compared across CIK changes: JANUS HENDERSON GROUP PLC continues as Jupiter Topco LLC.

Conviction and Crowding

169 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders
0
0.000% of filers hold it in their top 10
Mar 31, 2026: 0
Holders above 5%
0
median weight 0.001%
Mar 31, 2026: 0
Crowding
20.6%
of shares outstanding, 60th percentile
Mar 31, 2026: 22.7%
Private-fund advisers
20.6%
of shares outstanding
Institutional ownership
55.9%
59.1% of the estimated free float
Top 10 holders
65.0%
of 13F shares, Herfindahl 0.061
Active holders
+2.1%
like-for-like share change of active filers
5% stakes on record
2
0 13D, 2 13G (2 institutional, 0 passive, 0 exempt)
How long holders have held it value-weighted 14.5 quarters
Under 1 year 26.1% 1 to 3 years 23.5% 3 years or more 50.5% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $363,271 (1 buying, 0 selling).

Estimated Holder Cost Basis

Quarter ended Jun 30, 2026, on that quarter's share basis

Estimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.

Estimated avg cost
$38.68
estimated per share
Mar 31, 2026: $38.10
Quarter-end price
$48.09
implied by 13F values
Estimated gain or loss
+24.3%
price against the estimated cost
Estimated at a loss
0.000%
of costed 13F value

Estimated cost covers 37.7% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.

Shared Holders

Companies FMBH's active holders also own, quarter ended Jun 30, 2026
# Company Shared holders
1 PEBK Peoples Bancorp Of North Carolina Inc 3
2 HOPE Hope Bancorp Inc 3
3 HBNC Horizon Bancorp Inc 4
4 EFSC Enterprise Financial Services Corp 4
5 SHBI Shore Bancshares Inc 3
6 QCRH Qcr Holdings Inc 3
7 BCAL California BanCorp \ CA 3
8 MBWM Mercantile Bank Corp 3
9 CVBF Cvb Financial Corp 3
10 BUSE First Busey Corp 3

Shareholder Targets

13F filers that own its peers but not FMBH, quarter ended Jun 30, 2026

Found through its holder-overlap peers: PEBK, HOPE, HBNC, EFSC, SHBI, QCRH, BCAL, MBWM, CVBF, BUSE, COLB, FNB, VLY, FCNCA, KEY, MTB, HBAN, ACSI, ORLY, IVZ. 3,993 filers in all.

# Filer In peers
1 National Pension Service Unknown, Index-like $3,894,479,801 6 held
2 BANK OF NOVA SCOTIA Bank, Diversified active $3,859,034,384 7 held
3 ENVESTNET ASSET MANAGEMENT INC Registered adviser, Concentrated $3,515,686,326 14 held
4 NORGES BANK Non-US, Index-like $3,064,112,121 9 held
5 CI INVESTMENTS INC. Non-US, Diversified active $2,644,490,833 6 held
6 MASSACHUSETTS MUTUAL LIFE INSURANCE CO Insurer, Unknown $2,146,359,898 1 held
7 Municipal Employees' Retirement System of Michigan Unknown, Concentrated $2,024,627,691 1 held
8 HARRIS ASSOCIATES L P Registered adviser, Index-like $1,912,968,043 1 held
9 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Unknown, Concentrated $1,872,130,738 15 held
10 First Command Advisory Services, Inc. Adviser, Concentrated $1,356,233,131 6 held

Fund Ownership of FMBH by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 12.74% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 2.89% 770,026
Index ETFs 9.85% 2,619,649
Active ETFs 2.00% 532,302
Active funds 5.48% 1,457,146
Unclassified 3.01% 801,675
All registered funds 23.23% 6,180,798
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Holder type: Registered adviser 88 Adviser 7 Bank 14 Insurer 2 Broker-dealer 1 Benefit plan 6 Non-US 7 Holding company 8 Unknown 41
Showing 100 of 174
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
BlackRock, Inc. $114,251,928 15.96% 2,375,794
Ballentine Partners, LLC $80,321,312 11.22% 1,670,229
DIMENSIONAL FUND ADVISORS LP $56,158,057 7.84% 1,167,770
VANGUARD CAPITAL MANAGEMENT LLC $51,578,111 7.20% 1,072,533
AMERICAN CENTURY COMPANIES INC $36,121,553 5.05% 751,124
GEODE CAPITAL MANAGEMENT, LLC $31,698,859 4.43% 659,157
STATE STREET CORP $28,105,527 3.93% 584,436
WELLINGTON MANAGEMENT GROUP LLP $24,198,213 3.38% 503,186
Boston Partners $22,079,993 3.08% 459,139
GW&K Investment Management, LLC $19,936,478 2.78% 414,566
VANGUARD PORTFOLIO MANAGEMENT LLC $16,590,809 2.32% 344,995
NORTHERN TRUST CORP $11,981,477 1.67% 249,147
GOLDMAN SACHS GROUP INC $10,792,885 1.51% 224,431
MANUFACTURERS LIFE INSURANCE COMPANY, THE $9,906,491 1.38% 205,999
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $9,750,728 1.36% 202,760
JPMORGAN CHASE & CO $8,216,704 1.15% 170,861
BRIDGEWAY CAPITAL MANAGEMENT, LLC $7,978,756 1.11% 165,913
Rhino Investment Partners, Inc $7,974,187 1.11% 165,818
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $7,861,945 1.10% 163,484
VANGUARD FIDUCIARY TRUST CO $7,693,582 1.07% 159,983
ENDEAVOUR CAPITAL ADVISORS INC $7,595,046 1.06% 157,934
GENDELL JEFFREY L $6,611,076 0.92% 137,473
AQR CAPITAL MANAGEMENT LLC $6,524,510 0.91% 135,673
Siena Capital Partners GP, LLC $6,174,948 0.86% 128,404
Bank of New York Mellon Corp $5,519,288 0.77% 114,770
Empowered Funds, LLC $5,502,121 0.77% 114,413
MALTESE CAPITAL MANAGEMENT LLC $5,083,112 0.71% 105,700
COZAD ASSET MANAGEMENT INC $4,927,782 0.69% 102,470
TWO SIGMA INVESTMENTS, LP $4,827,370 0.67% 100,382
Western Wealth Management, LLC $4,085,918 0.57% 84,964
WELLS FARGO & COMPANY/MN $3,890,960 0.54% 80,910
MORGAN STANLEY $3,566,063 0.50% 74,154
Creative Planning $3,508,645 0.49% 72,960
MONETA GROUP INVESTMENT ADVISORS LLC $3,191,637 0.45% 66,368
CITADEL ADVISORS LLC $3,017,983 0.42% 62,757
Russell Investments Group, Ltd. $3,006,969 0.42% 62,528
TUDOR INVESTMENT CORP ET AL $2,552,809 0.36% 53,084
WEDGE CAPITAL MANAGEMENT L L P/NC $2,539,548 0.35% 52,104
DEPRINCE RACE & ZOLLO INC $2,263,924 0.32% 46,449
Swiss National Bank $2,245,803 0.31% 46,700
Nuveen, LLC $2,210,071 0.31% 45,957
PRUDENTIAL FINANCIAL INC $2,171,984 0.30% 45,165
AMERIPRISE FINANCIAL INC $2,147,555 0.30% 44,657
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $1,922,925 0.27% 39,986
Fisher Asset Management, LLC $1,894,505 0.26% 39,395
Quantinno Capital Management LP $1,795,872 0.25% 37,344
VICTORY CAPITAL MANAGEMENT INC $1,615,824 0.23% 33,600
HoldCo Asset Management, LP $1,600,627 0.22% 33,284
RAYMOND JAMES FINANCIAL INC $1,518,200 0.21% 31,570
RHUMBLINE ADVISERS $1,386,290 0.19% 28,827
Mariner, LLC $1,374,941 0.19% 28,591
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $1,372,873 0.19% 28,548
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $1,360,225 0.19% 28,285
Visionary Wealth Advisors $1,352,819 0.19% 28,131
Invesco Ltd. $1,321,319 0.18% 27,476
PRINCIPAL FINANCIAL GROUP INC $1,258,418 0.18% 26,168
State of New Jersey Common Pension Fund D $1,249,666 0.17% 25,986
MARTINGALE ASSET MANAGEMENT L P $1,241,539 0.17% 25,817
ALLIANCEBERNSTEIN L.P. $1,204,414 0.17% 25,045
Armstrong, Fleming & Moore, Inc $1,198,883 0.17% 24,930
DEUTSCHE BANK AG\ $1,173,396 0.16% 24,400
GLOBEFLEX CAPITAL L P $1,140,406 0.16% 23,714
BANK OF AMERICA CORP /DE/ $1,123,190 0.16% 23,356
DUNCKER STREETT & CO INC $1,043,572 0.15% 21,411
MAI Capital Management $976,274 0.14% 20,301
PRICE T ROWE ASSOCIATES INC /MD/ $973,101 0.14% 20,235
Cetera Investment Advisers $844,412 0.12% 17,559
STATE OF WISCONSIN INVESTMENT BOARD $815,702 0.11% 16,962
FMR LLC $809,114 0.11% 16,825
UBS Group AG $787,568 0.11% 16,377
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $751,765 0.11% 15,424
VANGUARD ASSET MANAGEMENT, Ltd $725,485 0.10% 15,086
Legal & General Group Plc $722,118 0.10% 15,016
MetLife Investment Management, LLC $691,245 0.10% 14,374
CITIGROUP INC $684,174 0.10% 14,227
CANADA PENSION PLAN INVESTMENT BOARD $663,642 0.09% 13,800
Jupiter Topco LLC $653,446 0.09% 13,588
Cambridge Investment Research Advisors, Inc. $637,288 0.09% 13,252
MERCER GLOBAL ADVISORS INC /ADV $625,795 0.09% 13,013
Valeo Financial Advisors, LLC $614,562 0.09% 12,609
Sequoia Financial Advisors, LLC $592,468 0.08% 12,320
IEQ CAPITAL, LLC $587,563 0.08% 12,218
SUSQUEHANNA INTERNATIONAL GROUP, LLP $586,698 0.08% 12,200
STRS OHIO $577,080 0.08% 12,000
HSBC HOLDINGS PLC $575,444 0.08% 11,966
SG Americas Securities, LLC $555,006 0.08% 11,541
Estate Counselors, LLC $547,504 0.08% 11,385
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $545,484 0.08% 11,343
FRANKLIN RESOURCES INC $536,058 0.07% 11,147
Connor, Clark & Lunn Investment Management Ltd. $517,496 0.07% 10,761
Universal- Beteiligungs- und Servicegesellschaft mbH $506,099 0.07% 10,524
Hennion & Walsh Asset Management, Inc. $505,823 0.07% 10,378
Vanguard Global Advisers, LLC $493,499 0.07% 10,262
NEW YORK STATE COMMON RETIREMENT FUND $489,940 0.07% 10,188
BARCLAYS PLC $483,881 0.07% 10,062
MILLENNIUM MANAGEMENT LLC $477,052 0.07% 9,920
FIRST TRUST ADVISORS LP $472,772 0.07% 9,831
Balyasny Asset Management L.P. $455,893 0.06% 9,480
FIFTH THIRD BANCORP $454,642 0.06% 9,454
US BANCORP \DE\ $434,829 0.06% 9,042

Showing the top 100 of 174 holders. Create a free account to see every holder, past quarters, search, filters and CSV export.

Key facts CIK 700565 CUSIP 320866106 13F (30d) 32 filings 32 filers Visit website Investor relations