First Western Financial Inc (MYFW) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

9,814,286Shares Outstanding
171,144Shares held by institutions
$4,372,729Value of institutional holdings
60.26%Institutional ownership %
18.68%Shares Changed QoQ
66No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Recent 13F filings as of September 2025 show that 89 institutional investors hold a position in First Western Financial Inc (NASDAQ:MYFW).

89 Institutional Holders

171,144 Total Shares Held
Download Data
Owner Name Date Shares Held Change (QoQ) Change (%) Value (USD)
North Reef Capital Management LP 30 Sep, 2025 617,824 72,102 13.21% $14,225,398.00
BlackRock, Inc. 30 Sep, 2025 494,887 -13,508 -2.66% $11,394,772.00
VANGUARD GROUP INC 30 Sep, 2025 427,427 -6,025 -1.39% $9,841,507.00
BANC FUNDS CO LLC 30 Sep, 2025 414,629 -75,892 -15.47% $9,546,833.00
ALGEBRIS (UK) LTD 30 Sep, 2025 315,449 315,449 0.00% $7,257,650.00
JACOBS ASSET MANAGEMENT, LLC 30 Sep, 2025 314,959 -25,041 -7.36% $7,251,931.00
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 30 Sep, 2025 311,502 -3,235 -1.03% $7,172,334.00
MENDON CAPITAL ADVISORS CORP 30 Sep, 2025 253,336 -27,188 -9.69% $5,834,019.00
DIMENSIONAL FUND ADVISORS LP 30 Sep, 2025 250,077 12,730 5.36% $5,757,825.00
ALLIANCEBERNSTEIN L.P. 30 Sep, 2025 199,483 -157,981 -44.19% $4,593,096.00
Curi Capital, LLC 30 Sep, 2025 197,056 0 0.00% $4,537,214.00
GEODE CAPITAL MANAGEMENT, LLC 30 Sep, 2025 180,427 -1,281 -0.70% $4,154,817.00
BOOTHBAY FUND MANAGEMENT, LLC 30 Sep, 2025 156,282 57,565 58.31% $3,598,393.00
DIAMOND HILL CAPITAL MANAGEMENT INC 30 Sep, 2025 153,379 -4,035 -2.56% $3,531,551.00
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 30 Sep, 2025 130,798 130,798 0.00% $3,011,624.00
STATE STREET CORP 30 Sep, 2025 128,298 4,432 3.58% $2,954,061.00
PMC FIG Opportunities LLC 30 Sep, 2025 120,111 52,234 76.95% $2,765,556.00
WELLINGTON MANAGEMENT GROUP LLP 30 Sep, 2025 110,725 110,725 0.00% $2,549,443.00
First Western Trust Bank 30 Sep, 2025 109,503 -3,162 -2.81% $2,521,307.00
ACADIAN ASSET MANAGEMENT LLC 30 Sep, 2025 94,025 22,387 31.25% $2,162.00