Companies / First Western Financial, Inc. / Institutional holders
Back to First Western Financial, Inc.

First Western Financial, Inc.

Institutional holders · 13F as of Dec 31, 2025

94 holders

HolderValueShares% of shares
North Reef Capital Management LP$18.39M685,9547.02%
BlackRock, Inc.$17.43M542,7065.56%
VANGUARD GROUP INC$12.21M455,5974.67%
ALGEBRIS (UK) LTD$9.14M340,8073.49%
BANC FUNDS CO LLC$8.56M348,4043.57%
Dimensional Fund Advisors LP$6.84M255,2942.61%
Wellington Management Group LLP$6.51M242,6802.49%
JACOBS ASSET MANAGEMENT, LLC$6.34M257,8192.64%
MENDON CAPITAL ADVISORS CORP$6.23M253,3362.59%
Punch & Associates Investment Management, Inc.$6.10M248,1952.54%
AllianceBernstein L.P.$5.55M206,9292.12%
Curi Capital, LLC$4.84M197,0562.02%
STATE STREET CORPORATION$4.48M139,5511.43%
GEODE CAPITAL MANAGEMENT, LLC$4.40M179,0421.83%
BOOTHBAY FUND MANAGEMENT, LLC$4.16M155,1771.59%
DIAMOND HILL CAPITAL MANAGEMENT INC$3.93M159,8321.64%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$3.70M76,0480.78%
Hotchkis and Wiley Capital Management, LLC$3.22M131,1581.34%
PMC FIG Opportunities LLC$2.87M107,1641.10%
First Western Trust Bank$2.45M91,4790.94%
BRIDGEWAY CAPITAL MANAGEMENT, LLC$2.06M83,8500.86%
Brevan Howard Capital Management LP$1.83M68,2050.70%
NORTHERN TRUST CORP$1.49M55,4940.57%
Rosenthal | Henry Capital Advisors, Inc.$1.48M55,1130.56%
Cherry Creek Investment Advisors, Inc.$1.39M51,9390.53%
SEI INVESTMENTS CO$1.30M48,4610.50%
MARSHALL WACE, LLP$1.28M47,8730.49%
Biltmore Family Office, LLC$1.21M45,3160.46%
LEVIN CAPITAL STRATEGIES, L.P.$1.16M43,4320.44%
Round Rock Advisors LLC$1.10M41,0810.42%
Persistent Asset Partners Ltd$1.01M37,6590.39%
SummerHaven Investment Management, LLC$953.1K35,5520.36%
Morgan Stanley$946.7K35,3100.36%
Empowered Funds, LLC$893.7K33,3350.34%
THE GOLDMAN SACHS GROUP, INC.$747.6K27,8860.29%
Lido Advisors, LLC$741.1K23,0800.24%
FIRST TRUST ADVISORS LP$686.1K27,9120.29%
RAYMOND JAMES FINANCIAL INC$670.3K25,0000.26%
Nuveen, LLC$646.1K24,1010.25%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$606.4K22,6180.23%
Trexquant Investment LP$585.7K21,8450.22%
Barclays PLC$584.1K21,7880.22%
STRS OHIO$579.1K21,6000.22%
Permanent Capital Management, LP$563.0K21,0000.22%
AMERIPRISE FINANCIAL INC$509.4K19,0000.19%
Bank of New York Mellon Corp/The$470.9K19,1580.20%
Renaissance Technologies LLC$444.9K18,1000.19%
Quadrature Capital Ltd$430.1K13,3960.14%
ELCO Management Co., LLC$395.3K14,7460.15%
AMERICAN CENTURY COMPANIES INC$377.4K14,0780.14%
← PrevPage 1 of 2Next →