Amerant Bancorp AMTB Institutional Ownership

NYSE AMTB

$29.15 +0.09 (+0.31%)

At close: Oct 21, 2026 · 4:00 PM EDT

Institutions by Trading Activity

145 Institutions

Increased 73 50.3%

Unchanged 25 17.2%

Reduced 47 32.4%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

68.71%

▲+1.09 pp QoQ

Shares Held by Institutions

27.01Mn

of 39.32Mn outstanding

▼-0.90% QoQ

Shares Outstanding

39.32Mn

12.30Mn held outside 13F filers

Institutional Investors

145

filed 13F for Jun 2026

▼-5 vs prior quarter

Net Shares Added (QoQ)

-246.26K

distributed since last quarter

Value of Holdings

$785.84Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Updated Oct 11, 2026

Amerant Bancorp Inc. (NYSE:AMTB) was held by 145 institutional investors that filed 13F reports for the quarter ended June 30, 2026.

Collectively, these holders controlled 68.71% of Amerant Bancorp's outstanding shares in Q2 2026, up from 67.62% in Q1 2026.
Total shares held in Amerant Bancorp fell 0.90% from Q1 2026, while the number of holders rose 14.17% from Q2 2025.
Looking at the 145 holders of AMTB individually, 73 added to their positions, 47 reduced their stakes and 25 left their positions unchanged.
In total, institutional investors held 27.01Mn shares of Amerant Bancorp at the end of Q2 2026, down 246.26K from the prior quarter and up 379.6K from a year earlier.
Wellington Management Group LLP led 13F holders of AMTB with 5.39Mn shares as of June 30, 2026, or 13.72% of shares outstanding.
Holders that added the most shares of Amerant Bancorp in Q2 2026 were North Reef Capital Management LP (+695.02K shares), American Century Companies Inc (+318.2K shares), Two Sigma Investments, LP (+259.99K shares), Dimensional Fund Advisors LP (+176.1K shares) and Citadel Advisors LLC (+174.51K shares).
The largest position reductions in AMTB for Q2 2026 were by UBS Group AG (-669.01K shares), Patriot Financial Partners GP II, L.P. (-250K shares), Brevan Howard Capital Management LP (-206.39K shares), Wellington Management Group LLP (-137.75K shares) and Vanguard Capital Management LLC (-126.08K shares).
According to Business Quant data, the leading holders of AMTB for Q2 2026 were Wellington Management Group LLP (5.39Mn shares), BlackRock, Inc. (2.83Mn shares), Patriot Financial Partners GP II, L.P. (2.01Mn shares), North Reef Capital Management LP (1.86Mn shares), Vanguard Capital Management LLC (1.65Mn shares), Dimensional Fund Advisors LP (1.57Mn shares), State Street Corp (1.26Mn shares), Geode Capital Management, LLC (922.82K shares), American Century Companies Inc (846.44K shares) and Two Sigma Investments, LP (700.53K shares).

Form 13F Holdings

145 Institutional Holders

Report period 30 Jun, 2026

Total shares held 27.01Mn

Of outstanding 68.71%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	WELLINGTON MANAGEMENT GROUP LLP	0000902219	5,392,594	13.72%	▼137,752	-2.49%	$137.62Mn
2	BlackRock, Inc.	0002012383	2,828,855	7.20%	▲31,797	+1.14%	$72.19Mn
3	Patriot Financial Partners GP II, L.P.	0002061817	2,007,283	5.11%	▼250,000	-11.08%	$51.23Mn
4	North Reef Capital Management LP	0001867831	1,855,507	4.72%	▲695,019	+59.89%	$47.35Mn
5	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	1,646,945	4.19%	▼126,078	-7.11%	$42.03Mn
6	DIMENSIONAL FUND ADVISORS LP	0000354204	1,565,026	3.98%	▲176,100	+12.68%	$39.94Mn
7	State Street Corp	0000093751	1,263,067	3.21%	▲125,946	+11.08%	$32.23Mn
8	GEODE CAPITAL MANAGEMENT, LLC	0001214717	922,817	2.35%	▲7,121	+0.78%	$23.56Mn
9	AMERICAN CENTURY COMPANIES INC	0000748054	846,437	2.15%	▲318,197	+60.24%	$21.60Mn
10	TWO SIGMA INVESTMENTS, LP	0001179392	700,533	1.78%	▲259,986	+59.01%	$17.88Mn
11	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	0001085393	497,159	1.26%	▲497,159	0.00%	$12.69Mn
12	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0001164833	472,648	1.20%	▲1,970	+0.42%	$12.06Mn
13	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	427,065	1.09%	▲8,520	+2.04%	$10.90Mn
14	MALTESE CAPITAL MANAGEMENT LLC	0001040762	420,000	1.07%	▼72,500	-14.72%	$10.72Mn
15	Goldman Sachs Group Inc	0000886982	343,107	0.87%	▲43,340	+14.46%	$8.76Mn
16	MENDON CAPITAL ADVISORS CORP	0001177043	327,504	0.83%	▲54,196	+19.83%	$8.36Mn
17	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	316,910	0.81%	▼44,453	-12.30%	$8.09Mn
18	Northern Trust Corp	0000073124	303,007	0.77%	▲389	+0.13%	$7.73Mn
19	Curi Capital, LLC	0001332905	300,056	0.76%	▲50,000	+20.00%	$7.66Mn
20	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0001107261	264,730	0.67%	0	0.00%	$6.76Mn

Showing 1 to 20 of 145 holders