FIRST WESTN FINL INC (MYFW)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
Institutions report 6,724,238 shares against 9,765,129 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | $24.0M | 747,096 | 0.00% | 4q | +43.6%+$7.3M |
| North Reef Capital Management LP | $23.8M | 742,630 | 0.91% | 17q | +3.6%+$835.5K |
| BlackRock, Inc. | $17.4M | 542,706 | 0.00% | 8q | +9.3%+$1.5M |
| VANGUARD CAPITAL MANAGEMENT LLC | $11.4M | 353,519 | 0.00% | 2q | HELD |
| BANC FUNDS CO LLC | $11.0M | 342,404 | 1.82% | 31q | -1.7%-$192.7K |
| DIMENSIONAL FUND ADVISORS LP | $9.2M | 285,909 | 0.00% | 27q | +9.2%+$776.3K |
| ALGEBRIS (UK) LTD | $8.3M | 259,090 | 0.55% | 4q | -24.7%-$2.7M |
| MENDON CAPITAL ADVISORS CORP | $6.9M | 215,815 | 2.45% | 25q | -14.8%-$1.2M |
| GEODE CAPITAL MANAGEMENT, LLC | $6.5M | 201,866 | 0.00% | 28q | +12.7%+$733.0K |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $6.3M | 195,000 | 0.31% | 27q | -21.4%-$1.7M |
| Curi Capital, LLC | $6.1M | 190,422 | 0.09% | 11q | -3.4%-$213.0K |
| Tieton Capital Management, LLC | $6.0M | 187,274 | 1.73% | 22q | -1.5%-$90.5K |
| Diamond Hill Capital Management, LLC (Investment Advisor) | $5.5M | 170,824 | 0.04% | 21q | +6.9%+$353.0K |
| JACOBS ASSET MANAGEMENT, LLC | $4.5M | 140,000 | 2.83% | 9q | -45.7%-$3.8M |
| STATE STREET CORP | $4.5M | 139,551 | 0.00% | 30q | +7.9%+$328.5K |
| ALLIANCEBERNSTEIN L.P. | $4.3M | 176,866 | 0.00% | 19q | -14.5%-$738.9K |
| ACADIAN ASSET MANAGEMENT LLC | $4.3M | 134,662 | 0.01% | 25q | +29.9%+$993.5K |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $4.0M | 123,858 | 0.01% | 4q | -5.6%-$234.4K |
| First Western Trust Bank | $3.0M | 92,241 | 0.14% | 18q | -6.1%-$192.3K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $2.6M | 80,940 | 0.05% | 25q | -3.5%-$93.4K |
| Brevan Howard Capital Management LP | $2.4M | 75,000 | 0.02% | 3q | -25.0%-$802.8K |
| NORTHERN TRUST CORP | $2.1M | 66,764 | 0.00% | 25q | +15.2%+$283.0K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.9M | 58,368 | 0.00% | 2q | +20.3%+$316.3K |
| RENAISSANCE TECHNOLOGIES LLC | $1.8M | 57,358 | 0.00% | 5q | +216.9%+$1.3M |
| Qube Research & Technologies Ltd | $1.8M | 56,618 | 0.00% | new | NEW |
| Rosenthal | Henry Capital Advisors, Inc. | $1.8M | 55,113 | 1.55% | 7q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $1.7M | 52,486 | 0.00% | 2q | +2.7%+$43.5K |
| Cherry Creek Investment Advisors, Inc. | $1.7M | 51,939 | 0.66% | 21q | HELD |
| SEI INVESTMENTS CO | $1.6M | 49,449 | 0.00% | 3q | -49.9%-$1.6M |
| Round Rock Advisors LLC | $1.5M | 47,431 | 0.20% | 4q | HELD |
| Sippican Capital Advisors | $1.5M | 46,475 | 0.91% | 8q | HELD |
| Biltmore Family Office, LLC | $1.5M | 45,316 | 0.19% | 7q | HELD |
| GOLDMAN SACHS GROUP INC | $1.2M | 37,507 | 0.00% | 10q | +11.1%+$120.0K |
| Trexquant Investment LP | $1.1M | 34,218 | 0.01% | 5q | +201.2%+$733.9K |
| Empowered Funds, LLC | $1.1M | 33,558 | 0.01% | 13q | -8.0%-$93.4K |
| BOOTHBAY FUND MANAGEMENT, LLC | $1.1M | 32,935 | 0.01% | 8q | -70.9%-$2.6M |
| UBS Group AG | $1.0M | 31,688 | 0.00% | 15q | +9.8%+$90.8K |
| SummerHaven Investment Management, LLC | $1.0M | 31,385 | 0.54% | 4q | HELD |
| FIRST TRUST ADVISORS LP | $930.7K | 28,985 | 0.00% | 4q | +3.8%+$34.5K |
| AQR CAPITAL MANAGEMENT LLC | $914.9K | 28,494 | 0.00% | 4q | +102.6%+$463.4K |
| CM WEALTH ADVISORS LLC | $834.9K | 26,002 | 0.15% | new | NEW |
| MORGAN STANLEY | $818.3K | 25,484 | 0.00% | 32q | -7.0%-$61.6K |
| RAYMOND JAMES FINANCIAL INC | $802.8K | 25,000 | 0.00% | 7q | HELD |
| Nuveen, LLC | $779.4K | 24,272 | 0.00% | 6q | HELD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $768.8K | 23,943 | 0.00% | 17q | +15.7%+$104.1K |
| Lido Advisors, LLC | $741.1K | 23,080 | 0.00% | 14q | +76.5%+$321.1K |
| Bank of New York Mellon Corp | $735.5K | 22,906 | 0.00% | 17q | +19.6%+$120.3K |
| TWO SIGMA INVESTMENTS, LP | $730.3K | 22,743 | 0.00% | 4q | +92.2%+$350.2K |
| STRS OHIO | $693.6K | 21,600 | 0.00% | 11q | HELD |
| AMERICAN CENTURY COMPANIES INC | $607.6K | 18,921 | 0.00% | 4q | +34.4%+$155.5K |
| AMERIPRISE FINANCIAL INC | $566.1K | 17,629 | 0.00% | 4q | -7.2%-$44.0K |
| PMC FIG Opportunities LLC | $548.0K | 17,065 | 0.87% | 8q | -80.5%-$2.3M |
| MARSHALL WACE, LLP | $523.6K | 16,305 | 0.00% | new | NEW |
| STATE OF WISCONSIN INVESTMENT BOARD | $511.1K | 15,916 | 0.00% | new | NEW |
| Quadrature Capital Ltd | $430.1K | 13,396 | 0.00% | new | NEW |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $412.1K | 12,833 | 0.00% | new | NEW |
| ELCO Management Co., LLC | $365.7K | 11,388 | 0.16% | 9q | -22.8%-$107.8K |
| BANK OF AMERICA CORP /DE/ | $363.7K | 11,326 | 0.00% | 26q | -6.0%-$23.3K |
| RHUMBLINE ADVISERS | $347.0K | 10,808 | 0.00% | 17q | +7.8%+$25.0K |
| OCCUDO QUANTITATIVE STRATEGIES LP | $337.6K | 10,515 | 0.02% | new | NEW |
| BARCLAYS PLC | $329.3K | 10,255 | 0.00% | 25q | -4.1%-$14.0K |
| Concurrent Investment Advisors, LLC | $301.0K | 9,373 | 0.00% | 2q | HELD |
| XTX Topco Ltd | $278.6K | 8,676 | 0.00% | new | NEW |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $270.5K | 8,423 | 0.00% | 5q | HELD |
| WELLS FARGO & COMPANY/MN | $267.5K | 8,330 | 0.00% | 27q | +101.4%+$134.7K |
| DEUTSCHE BANK AG\ | $258.0K | 8,036 | 0.00% | 4q | +11.6%+$26.9K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $230.0K | 7,132 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $230.0K | 7,167 | 0.00% | new | NEW |
| MetLife Investment Management, LLC | $148.3K | 4,620 | 0.00% | 9q | HELD |
| NEW YORK STATE COMMON RETIREMENT FUND | $137.0K | 4,268 | 0.00% | 17q | +299.6%+$102.8K |
| Russell Investments Group, Ltd. | $132.0K | 4,111 | 0.00% | 4q | +388.8%+$105.0K |
| CITIGROUP INC | $128.8K | 4,010 | 0.00% | 18q | +897.5%+$115.9K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $128.5K | 4,002 | 0.00% | 9q | +1.8%+$2.3K |
| JPMORGAN CHASE & CO | $118.6K | 3,687 | 0.00% | 19q | +9.6%+$10.4K |
| FMR LLC | $94.9K | 2,956 | 0.00% | 16q | -0.7% |
| Police & Firemen's Retirement System of New Jersey | $89.7K | 2,794 | 0.00% | 6q | HELD |
| Vanguard Global Advisers, LLC | $86.3K | 2,689 | 0.00% | 2q | HELD |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $82.8K | 2,580 | 0.00% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $41.7K | 1,299 | 0.00% | 25q | -25.8%-$14.5K |
| Tower Research Capital LLC (TRC) | $34.3K | 1,067 | 0.00% | 19q | -8.5%-$3.2K |
| Legal & General Group Plc | $29.2K | 910 | 0.00% | 17q | +21.2%+$5.1K |
| State of Alaska, Department of Revenue | $22.0K | 696 | 0.00% | 3q | HELD |
| Ameritas Investment Partners, Inc. | $19.0K | 592 | 0.00% | 17q | HELD |
| ROYAL BANK OF CANADA | $15.0K | 445 | 0.00% | 23q | +400.0%+$12.0K |
| Arax Advisory Partners | $6.3K | 197 | 0.00% | new | NEW |
| Sterling Capital Management LLC | $5.6K | 175 | 0.00% | 8q | -11.2% |
| HARBOR CAPITAL ADVISORS, INC. | $5.0K | 163 | 0.00% | 8q | HELD |
| Quarry LP | $4.8K | 149 | 0.00% | new | NEW |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $3.7K | 116 | 0.00% | 17q | -74.1%-$10.7K |
| GAMMA Investing LLC | $3.6K | 111 | 0.00% | 5q | HELD |
| Allworth Financial LP | $2.7K | 83 | 0.00% | 5q | +388.2%+$2.1K |
| EverSource Wealth Advisors, LLC | $2.0K | 63 | 0.00% | 6q | +26.0% |
| IFP Advisors, Inc | $1.5K | 46 | 0.00% | 5q | +411.1%+$1.2K |
| Essential Partners LLC | $867 | 27 | 0.00% | 5q | -83.1%-$4.3K |
| PNC Financial Services Group, Inc. | $642 | 20 | 0.00% | 6q | HELD |
| ROTHSCHILD INVESTMENT LLC | $578 | 18 | 0.00% | 2q | +500.0% |
| Farther Finance Advisors, LLC | $514 | 16 | 0.00% | 9q | +166.7% |
| Versant Capital Management, Inc | $385 | 12 | 0.00% | 12q | HELD |
| NISA INVESTMENT ADVISORS, LLC | $321 | 10 | 0.00% | 13q | HELD |
| Basecamp Wealth Advisors LLC | $257 | 8 | 0.00% | 2q | +60.0% |
Showing the largest 100 of 103 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-31 | Wylie Scott C | CHAIRMAN, CEO AND PRESIDENT | Sold | 10,000 | $305.5K |
| 2026-05-22 | Wylie Scott C | CHAIRMAN, CEO AND PRESIDENT | Sold | 6,417 | $181.7K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 18 | $5.7M | 190,501 | 1 | 6 | 2 | 0.0% |
| Q2 2026 | 103 | $214.6M | 6,724,238 | 14 | 38 | 29 | 0.0% |
| Q1 2026 | 95 | $163.4M | 6,628,666 | 4 | 33 | 31 | 0.0% |
| Q4 2025 | 94 | $173.7M | 6,484,963 | 9 | 26 | 30 | 0.0% |
| Q3 2025 | 91 | $145.2M | 6,304,776 | 18 | 25 | 27 | 0.0% |
| Q2 2025 | 83 | $135.7M | 6,015,226 | 15 | 32 | 18 | 0.0% |
| Q1 2025 | 71 | $114.2M | 5,814,125 | 6 | 21 | 22 | 0.0% |
| Q4 2024 | 67 | $115.2M | 5,891,223 | 3 | 33 | 11 | 0.0% |
| Q3 2024 | 71 | $112.3M | 5,616,586 | 11 | 29 | 16 | 0.0% |
| Q2 2024 | 62 | $95.4M | 5,564,035 | 6 | 18 | 23 | 0.0% |
| Q1 2024 | 56 | $81.1M | 5,515,995 | 4 | 21 | 15 | 0.0% |
| Q4 2023 | 60 | $107.3M | 5,409,812 | 5 | 18 | 21 | 0.0% |
| Q3 2023 | 58 | $96.0M | 5,288,720 | 3 | 18 | 16 | 0.0% |
| Q2 2023 | 59 | $94.9M | 5,103,032 | 5 | 21 | 12 | 0.0% |
| Q1 2023 | 59 | $96.7M | 4,883,615 | 3 | 24 | 15 | 0.0% |
| Q4 2022 | 62 | $137.3M | 4,878,476 | 4 | 18 | 22 | 0.0% |
| Q3 2022 | 62 | $132.0M | 5,355,130 | 4 | 18 | 21 | 0.0% |
| Q2 2022 | 67 | $143.4M | 5,271,126 | 16 | 17 | 23 | 0.0% |
| Q1 2022 | 60 | $136.1M | 4,352,111 | 11 | 22 | 12 | 0.0% |
| Q4 2021 | 52 | $121.5M | 4,001,242 | 8 | 15 | 5 | 0.0% |
| Q3 2021 | 46 | $107.5M | 3,724,149 | 5 | 13 | 16 | 0.0% |
| Q2 2021 | 49 | $94.5M | 3,648,115 | 8 | 13 | 19 | 0.0% |
| Q1 2021 | 55 | $95.2M | 3,804,797 | 6 | 20 | 17 | 0.0% |
| Q4 2020 | 50 | $70.1M | 3,579,838 | 2 | 24 | 8 | 0.0% |
| Q3 2020 | 49 | $45.4M | 3,502,824 | 4 | 14 | 17 | 0.0% |
| Q2 2020 | 46 | $49.2M | 3,452,077 | 20 | 16 | 5 | 0.0% |
| Q1 2020 | 32 | $48.3M | 3,418,747 | 5 | 12 | 10 | 0.0% |
| Q4 2019 | 31 | $55.0M | 3,346,885 | 8 | 10 | 5 | 0.0% |
| Q3 2019 | 26 | $54.7M | 3,208,492 | 4 | 6 | 7 | 0.0% |
| Q2 2019 | 25 | $40.8M | 3,074,883 | 5 | 7 | 5 | 0.0% |
| Q1 2019 | 21 | $40.7M | 3,105,389 | 4 | 8 | 3 | 0.0% |
| Q4 2018 | 22 | $29.4M | 2,534,819 | 0 | 1 | 0 | 0.0% |
