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DaveManuel.com · Institutional Ownership · Who Owns It

FIRST WESTN FINL INC (MYFW)

Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.

103
Reporting holders
$214.6M
Reported value
68.9%
Of shares outstanding
0.0%
Calls
0.0%
Puts
+8
Holder change

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

Download these holders as CSV

FilerValueShares Their book Held Change
WELLINGTON MANAGEMENT GROUP LLP$24.0M747,0960.00%4q+43.6%+$7.3M
North Reef Capital Management LP$23.8M742,6300.91%17q+3.6%+$835.5K
BlackRock, Inc.$17.4M542,7060.00%8q+9.3%+$1.5M
VANGUARD CAPITAL MANAGEMENT LLC$11.4M353,5190.00%2qHELD
BANC FUNDS CO LLC$11.0M342,4041.82%31q-1.7%-$192.7K
DIMENSIONAL FUND ADVISORS LP$9.2M285,9090.00%27q+9.2%+$776.3K
ALGEBRIS (UK) LTD$8.3M259,0900.55%4q-24.7%-$2.7M
MENDON CAPITAL ADVISORS CORP$6.9M215,8152.45%25q-14.8%-$1.2M
GEODE CAPITAL MANAGEMENT, LLC$6.5M201,8660.00%28q+12.7%+$733.0K
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$6.3M195,0000.31%27q-21.4%-$1.7M
Curi Capital, LLC$6.1M190,4220.09%11q-3.4%-$213.0K
Tieton Capital Management, LLC$6.0M187,2741.73%22q-1.5%-$90.5K
Diamond Hill Capital Management, LLC (Investment Advisor)$5.5M170,8240.04%21q+6.9%+$353.0K
JACOBS ASSET MANAGEMENT, LLC$4.5M140,0002.83%9q-45.7%-$3.8M
STATE STREET CORP$4.5M139,5510.00%30q+7.9%+$328.5K
ALLIANCEBERNSTEIN L.P.$4.3M176,8660.00%19q-14.5%-$738.9K
ACADIAN ASSET MANAGEMENT LLC$4.3M134,6620.01%25q+29.9%+$993.5K
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$4.0M123,8580.01%4q-5.6%-$234.4K
First Western Trust Bank$3.0M92,2410.14%18q-6.1%-$192.3K
BRIDGEWAY CAPITAL MANAGEMENT, LLC$2.6M80,9400.05%25q-3.5%-$93.4K
Brevan Howard Capital Management LP$2.4M75,0000.02%3q-25.0%-$802.8K
NORTHERN TRUST CORP$2.1M66,7640.00%25q+15.2%+$283.0K
VANGUARD PORTFOLIO MANAGEMENT LLC$1.9M58,3680.00%2q+20.3%+$316.3K
RENAISSANCE TECHNOLOGIES LLC$1.8M57,3580.00%5q+216.9%+$1.3M
Qube Research & Technologies Ltd$1.8M56,6180.00%newNEW
Rosenthal | Henry Capital Advisors, Inc.$1.8M55,1131.55%7qHELD
VANGUARD FIDUCIARY TRUST CO$1.7M52,4860.00%2q+2.7%+$43.5K
Cherry Creek Investment Advisors, Inc.$1.7M51,9390.66%21qHELD
SEI INVESTMENTS CO$1.6M49,4490.00%3q-49.9%-$1.6M
Round Rock Advisors LLC$1.5M47,4310.20%4qHELD
Sippican Capital Advisors$1.5M46,4750.91%8qHELD
Biltmore Family Office, LLC$1.5M45,3160.19%7qHELD
GOLDMAN SACHS GROUP INC$1.2M37,5070.00%10q+11.1%+$120.0K
Trexquant Investment LP$1.1M34,2180.01%5q+201.2%+$733.9K
Empowered Funds, LLC$1.1M33,5580.01%13q-8.0%-$93.4K
BOOTHBAY FUND MANAGEMENT, LLC$1.1M32,9350.01%8q-70.9%-$2.6M
UBS Group AG$1.0M31,6880.00%15q+9.8%+$90.8K
SummerHaven Investment Management, LLC$1.0M31,3850.54%4qHELD
FIRST TRUST ADVISORS LP$930.7K28,9850.00%4q+3.8%+$34.5K
AQR CAPITAL MANAGEMENT LLC$914.9K28,4940.00%4q+102.6%+$463.4K
CM WEALTH ADVISORS LLC$834.9K26,0020.15%newNEW
MORGAN STANLEY$818.3K25,4840.00%32q-7.0%-$61.6K
RAYMOND JAMES FINANCIAL INC$802.8K25,0000.00%7qHELD
Nuveen, LLC$779.4K24,2720.00%6qHELD
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$768.8K23,9430.00%17q+15.7%+$104.1K
Lido Advisors, LLC$741.1K23,0800.00%14q+76.5%+$321.1K
Bank of New York Mellon Corp$735.5K22,9060.00%17q+19.6%+$120.3K
TWO SIGMA INVESTMENTS, LP$730.3K22,7430.00%4q+92.2%+$350.2K
STRS OHIO$693.6K21,6000.00%11qHELD
AMERICAN CENTURY COMPANIES INC$607.6K18,9210.00%4q+34.4%+$155.5K
AMERIPRISE FINANCIAL INC$566.1K17,6290.00%4q-7.2%-$44.0K
PMC FIG Opportunities LLC$548.0K17,0650.87%8q-80.5%-$2.3M
MARSHALL WACE, LLP$523.6K16,3050.00%newNEW
STATE OF WISCONSIN INVESTMENT BOARD$511.1K15,9160.00%newNEW
Quadrature Capital Ltd$430.1K13,3960.00%newNEW
JACOBS LEVY EQUITY MANAGEMENT, INC$412.1K12,8330.00%newNEW
ELCO Management Co., LLC$365.7K11,3880.16%9q-22.8%-$107.8K
BANK OF AMERICA CORP /DE/$363.7K11,3260.00%26q-6.0%-$23.3K
RHUMBLINE ADVISERS$347.0K10,8080.00%17q+7.8%+$25.0K
OCCUDO QUANTITATIVE STRATEGIES LP$337.6K10,5150.02%newNEW
BARCLAYS PLC$329.3K10,2550.00%25q-4.1%-$14.0K
Concurrent Investment Advisors, LLC$301.0K9,3730.00%2qHELD
XTX Topco Ltd$278.6K8,6760.00%newNEW
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$270.5K8,4230.00%5qHELD
WELLS FARGO & COMPANY/MN$267.5K8,3300.00%27q+101.4%+$134.7K
DEUTSCHE BANK AG\$258.0K8,0360.00%4q+11.6%+$26.9K
PRICE T ROWE ASSOCIATES INC /MD/$230.0K7,1320.00%newNEW
Cambridge Investment Research Advisors, Inc.$230.0K7,1670.00%newNEW
MetLife Investment Management, LLC$148.3K4,6200.00%9qHELD
NEW YORK STATE COMMON RETIREMENT FUND$137.0K4,2680.00%17q+299.6%+$102.8K
Russell Investments Group, Ltd.$132.0K4,1110.00%4q+388.8%+$105.0K
CITIGROUP INC$128.8K4,0100.00%18q+897.5%+$115.9K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$128.5K4,0020.00%9q+1.8%+$2.3K
JPMORGAN CHASE & CO$118.6K3,6870.00%19q+9.6%+$10.4K
FMR LLC$94.9K2,9560.00%16q-0.7%
Police & Firemen's Retirement System of New Jersey$89.7K2,7940.00%6qHELD
Vanguard Global Advisers, LLC$86.3K2,6890.00%2qHELD
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$82.8K2,5800.00%newNEW
BNP PARIBAS FINANCIAL MARKETS$41.7K1,2990.00%25q-25.8%-$14.5K
Tower Research Capital LLC (TRC)$34.3K1,0670.00%19q-8.5%-$3.2K
Legal & General Group Plc$29.2K9100.00%17q+21.2%+$5.1K
State of Alaska, Department of Revenue$22.0K6960.00%3qHELD
Ameritas Investment Partners, Inc.$19.0K5920.00%17qHELD
ROYAL BANK OF CANADA$15.0K4450.00%23q+400.0%+$12.0K
Arax Advisory Partners$6.3K1970.00%newNEW
Sterling Capital Management LLC$5.6K1750.00%8q-11.2%
HARBOR CAPITAL ADVISORS, INC.$5.0K1630.00%8qHELD
Quarry LP$4.8K1490.00%newNEW
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$3.7K1160.00%17q-74.1%-$10.7K
GAMMA Investing LLC$3.6K1110.00%5qHELD
Allworth Financial LP$2.7K830.00%5q+388.2%+$2.1K
EverSource Wealth Advisors, LLC$2.0K630.00%6q+26.0%
IFP Advisors, Inc$1.5K460.00%5q+411.1%+$1.2K
Essential Partners LLC$867270.00%5q-83.1%-$4.3K
PNC Financial Services Group, Inc.$642200.00%6qHELD
ROTHSCHILD INVESTMENT LLC$578180.00%2q+500.0%
Farther Finance Advisors, LLC$514160.00%9q+166.7%
Versant Capital Management, Inc$385120.00%12qHELD
NISA INVESTMENT ADVISORS, LLC$321100.00%13qHELD
Basecamp Wealth Advisors LLC$25780.00%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

DateInsiderRoleSideSharesValue
2026-08-31Wylie Scott CCHAIRMAN, CEO AND PRESIDENTSold10,000$305.5K
2026-05-22Wylie Scott CCHAIRMAN, CEO AND PRESIDENTSold6,417$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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202618$5.7M190,5011620.0%
Q2 2026103$214.6M6,724,2381438290.0%
Q1 202695$163.4M6,628,666433310.0%
Q4 202594$173.7M6,484,963926300.0%
Q3 202591$145.2M6,304,7761825270.0%
Q2 202583$135.7M6,015,2261532180.0%
Q1 202571$114.2M5,814,125621220.0%
Q4 202467$115.2M5,891,223333110.0%
Q3 202471$112.3M5,616,5861129160.0%
Q2 202462$95.4M5,564,035618230.0%
Q1 202456$81.1M5,515,995421150.0%
Q4 202360$107.3M5,409,812518210.0%
Q3 202358$96.0M5,288,720318160.0%
Q2 202359$94.9M5,103,032521120.0%
Q1 202359$96.7M4,883,615324150.0%
Q4 202262$137.3M4,878,476418220.0%
Q3 202262$132.0M5,355,130418210.0%
Q2 202267$143.4M5,271,1261617230.0%
Q1 202260$136.1M4,352,1111122120.0%
Q4 202152$121.5M4,001,24281550.0%
Q3 202146$107.5M3,724,149513160.0%
Q2 202149$94.5M3,648,115813190.0%
Q1 202155$95.2M3,804,797620170.0%
Q4 202050$70.1M3,579,83822480.0%
Q3 202049$45.4M3,502,824414170.0%
Q2 202046$49.2M3,452,077201650.0%
Q1 202032$48.3M3,418,747512100.0%
Q4 201931$55.0M3,346,88581050.0%
Q3 201926$54.7M3,208,4924670.0%
Q2 201925$40.8M3,074,8835750.0%
Q1 201921$40.7M3,105,3894830.0%
Q4 201822$29.4M2,534,8190100.0%