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MYFW · First Western Financial Inc

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$31.86 -0.35 (-1.09%) At close · Jul 24
Market Cap
$311.04M
Shares
9.73M

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.

The Jun 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.
Holders: 94
Total Value: $160,863,604
Total Shares: 6,533,732

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 94 13F filers
Top Holder
10.9%
Jun 2023 → Mar 2026 · range 9.1% – 14.9%
of institutional value
Top 5
37.0%
Jun 2023 → Mar 2026 · range 36.0% – 47.5%
of institutional value
Top 10
57.8%
Jun 2023 → Mar 2026 · range 55.9% – 72.3%
of institutional value
HHI
453
Jun 2023 → Mar 2026 · range 430 – 663
Broadly held
Showing 94 of 94
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mid North Reef Capital Management LP $17,614,249 10.95% 716,609
Mega WELLINGTON MANAGEMENT GROUP LLP $12,789,685 7.95% 520,329
Mega BlackRock, Inc. $12,200,549 7.58% 496,361
Mega VANGUARD CAPITAL MANAGEMENT LLC $8,697,116 5.41% 353,829
Small BANC FUNDS CO LLC $8,563,770 5.32% 348,404
Mid ALGEBRIS (UK) LTD $8,456,724 5.26% 344,049
Mega DIMENSIONAL FUND ADVISORS LP $6,433,420 4.00% 261,734
Small JACOBS ASSET MANAGEMENT, LLC $6,337,191 3.94% 257,819
Small MENDON CAPITAL ADVISORS CORP $6,226,997 3.87% 253,336
Mid PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. $6,100,633 3.79% 248,195
Mega ALLIANCEBERNSTEIN L.P. $5,086,314 3.16% 206,929
Mid Curi Capital, LLC $4,843,636 3.01% 197,056
Small Tieton Capital Management, LLC $4,672,510 2.90% 190,094
Mega GEODE CAPITAL MANAGEMENT, LLC $4,400,851 2.74% 179,042
Large DIAMOND HILL CAPITAL MANAGEMENT INC $3,928,670 2.44% 159,832
Large HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $3,223,863 2.00% 131,158
Mega STATE STREET CORP $3,178,661 1.98% 129,319
Mid BOOTHBAY FUND MANAGEMENT, LLC $2,777,367 1.73% 112,993
Large ACADIAN ASSET MANAGEMENT LLC $2,548,405 1.58% 103,678
Mid Brevan Howard Capital Management LP $2,458,000 1.53% 100,000
Large SEI INVESTMENTS CO $2,426,758 1.51% 98,729
Mid First Western Trust Bank Bank $2,414,517 1.50% 98,231
Micro PMC FIG Opportunities LLC $2,150,430 1.34% 87,487
Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC $2,061,033 1.28% 83,850
Mega NORTHERN TRUST CORP Bank $1,424,434 0.89% 57,951
Micro Rosenthal | Henry Capital Advisors, Inc. $1,354,677 0.84% 55,113
Small Cherry Creek Investment Advisors, Inc. $1,276,660 0.79% 51,939
Mega VANGUARD FIDUCIARY TRUST CO Bank $1,256,775 0.78% 51,130
Small Round Rock Advisors LLC $1,165,853 0.72% 47,431
Small Biltmore Family Office, LLC Family Office $1,113,867 0.69% 45,316
Small SummerHaven Investment Management, LLC $1,007,772 0.63% 31,385
Large Empowered Funds, LLC $896,383 0.56% 36,468
Small Persistent Asset Partners Ltd $848,501 0.53% 34,520
Mega GOLDMAN SACHS GROUP INC $830,091 0.52% 33,771
Mega UBS Group AG $709,377 0.44% 28,860
Mega FIRST TRUST ADVISORS LP $686,076 0.43% 27,912
Mega MORGAN STANLEY $673,563 0.42% 27,403
Mega RAYMOND JAMES FINANCIAL INC $614,500 0.38% 25,000
Mega Nuveen, LLC $596,605 0.37% 24,272
Large STRS OHIO $530,928 0.33% 21,600
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $508,806 0.32% 20,700
Mega Bank of New York Mellon Corp Bank $470,903 0.29% 19,158
Mega AMERIPRISE FINANCIAL INC $467,020 0.29% 19,000
Large RENAISSANCE TECHNOLOGIES LLC $444,898 0.28% 18,100
Small ELCO Management Co., LLC $362,456 0.23% 14,746
Mega AMERICAN CENTURY COMPANIES INC $346,037 0.22% 14,078
Mega AQR CAPITAL MANAGEMENT LLC $345,617 0.21% 14,061
Large Lido Advisors, LLC $321,481 0.20% 13,079
Mega BANK OF AMERICA CORP /DE/ Bank $296,262 0.18% 12,053
Mega TWO SIGMA INVESTMENTS, LP $290,928 0.18% 11,836
Large Trexquant Investment LP $279,277 0.17% 11,362
Mega BARCLAYS PLC $262,809 0.16% 10,692
Mega RHUMBLINE ADVISERS $246,537 0.15% 10,030
Mid Concurrent Investment Advisors, LLC $230,388 0.14% 9,373
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $207,037 0.13% 8,423
Mega DEUTSCHE BANK AG\ Bank $176,926 0.11% 7,198
Large LOS ANGELES CAPITAL MANAGEMENT LLC $166,013 0.10% 6,754
Large MetLife Investment Management, LLC $113,559 0.07% 4,620
Mega WELLS FARGO & COMPANY/MN $101,662 0.06% 4,136
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund $96,623 0.06% 3,931
Large Police & Firemen's Retirement System of New Jersey Pension $89,715 0.06% 2,794
Mega JPMORGAN CHASE & CO $82,711 0.05% 3,365
Mega FMR LLC $73,198 0.05% 2,978
Mega Vanguard Global Advisers, LLC $66,095 0.04% 2,689
Mega BNP PARIBAS ARBITRAGE, SA $43,039 0.03% 1,751
Mid Tower Research Capital LLC (TRC) $28,660 0.02% 1,166
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $26,251 0.02% 1,068
Mid State of Alaska, Department of Revenue $22,348 0.01% 696
Large Russell Investments Group, Ltd. $20,670 0.01% 841
Mega Legal & General Group Plc $18,459 0.01% 751
Large CWM, LLC $17,673 0.01% 719
Mid Ameritas Investment Partners, Inc. $14,551 0.01% 592
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $11,011 0.01% 448
Mega CITIGROUP INC $9,880 0.01% 402
Mid Sterling Capital Management LLC $4,842 0.00% 197
Mid HARBOR CAPITAL ADVISORS, INC. $4,006 0.00% 163
Small Essential Partners LLC $3,932 0.00% 160
Mid GAMMA Investing LLC $3,564 0.00% 111
Mega ROYAL BANK OF CANADA Bank $2,187 0.00% 89
Mid EverSource Wealth Advisors, LLC $2,022 0.00% 63
Mid Optiver Holding B.V. $1,917 0.00% 78
Mid IFP Advisors, Inc $1,477 0.00% 46
Mid Farther Finance Advisors, LLC $513 0.00% 16
Mega PNC FINANCIAL SERVICES GROUP, INC. $491 0.00% 20
Mid Allworth Financial LP $417 0.00% 17
Small Versant Capital Management, Inc $385 0.00% 12
Large NISA INVESTMENT ADVISORS, LLC $245 0.00% 10
Micro True Wealth Design, LLC $224 0.00% 7
Small Basecamp Wealth Advisors LLC $122 0.00% 5
Mid MAI Capital Management $122 0.00% 5
Small Root Financial Partners, LLC $98 0.00% 4
Mid ROTHSCHILD INVESTMENT LLC $73 0.00% 3
Small SJS Investment Consulting Inc. $32 0.00% 1
Small Sunbelt Securities, Inc. Broker-Dealer $24 0.00% 1
Key facts CIK 1327607 CUSIP 33751L105 13F (30d) 11 filings 11 filers Visit website Investor relations

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