Amerant Bancorp Ownership | Who Owns Amerant Bancorp?
Amerant Bancorp Ownership Summary
Amerant Bancorp is owned by 75.55% institutional investors, 15.70% insiders, and 8.75% retail investors. Wellington management group llp is the largest institutional shareholder, holding 15.44% of AMTB shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.85% of its assets in Amerant Bancorp shares.
AMTB Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Amerant Bancorp | 75.55% | 15.70% | 8.75% |
| Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
| Industry | Regional Banks Stocks | 42.21% | 12.07% | 45.72% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Wellington management group llp | 5.52M | 15.44% | $123.71M |
| Blackrock funding, inc. /de | 2.87M | 8.03% | $64.36M |
| Blackrock | 2.32M | 6.93% | $52.62M |
| Patriot financial partners gp, lp | 2.32M | 6.48% | $51.89M |
| Vanguard group | 2.10M | 5.86% | $46.98M |
| State street | 1.08M | 3.02% | $24.21M |
| Dimensional fund advisors lp | 1.05M | 2.94% | $23.60M |
| Goldman sachs group | 1.05M | 2.94% | $23.57M |
| Maltese capital management | 1.05M | 2.93% | $23.50M |
| Kennedy capital management | 936.96K | 2.62% | $21.00M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Patriot financial partners gp, lp | 2.32M | 16.94% | $51.89M |
| Mendon capital advisors | 367.33K | 4.05% | $8.23M |
| Maltese capital management | 1.05M | 3.59% | $23.50M |
| Perry creek capital lp | 196.14K | 2.28% | $4.40M |
| Philadelphia financial management of san francisco | 561.16K | 1.78% | $12.58M |
| Ejf capital | 113.95K | 1.75% | $2.55M |
| Endeavour capital advisors | 241.35K | 1.72% | $5.41M |
| Azora capital lp | 536.96K | 0.54% | $12.03M |
| Kennedy capital management | 936.96K | 0.47% | $21.00M |
| Summerhaven investment management | 33.66K | 0.47% | $754.32K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Goldman sachs group | 1.05M | 0.00% | 443.44K |
| Blackrock funding, inc. /de | 2.87M | 0.00% | 395.69K |
| Blackrock | 2.32M | 0.00% | 335.96K |
| State street | 1.08M | 0.00% | 272.46K |
| Kennedy capital management | 936.96K | 0.47% | 268.49K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Boothbay fund management | - | - | -260.00K |
| Alliancebernstein | 55.53K | 0.00% | -246.69K |
| Alyeska investment group | - | - | -225.00K |
| North reef capital management lp | - | - | -225.00K |
| Wellington management group llp | 5.52M | 0.02% | -122.32K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Peregrine capital management | 237.71K | 0.16% | 237.71K | $5.33M |
| Cubist systematic strategies | 187.39K | 0.03% | 187.39K | $4.20M |
| Marshall wace, llp | 41.74K | 0.00% | 41.74K | $935.48K |
| Jump financial | 25.22K | 0.01% | 25.22K | $565.20K |
| Angel oak capital advisors | 15.00K | 0.45% | 15.00K | $336.15K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -5.00 |
| Capital performance advisors llp | -15.00 |
| Advisor group | -55.00 |
| Simplex trading | -246.00 |
| Srs capital advisors | -293.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 117 | 3.54% | 27,012,033 | 8.73% | 75 | 1.40% | 73 | -1.35% | 23 | -8.00% |
| Sep 30, 2024 | 113 | 22.83% | 24,843,366 | 60.22% | 73 | 3.45% | 74 | 32.14% | 25 | 19.05% |
| Jun 30, 2024 | 91 | 7.06% | 15,505,011 | 5.07% | 46 | 2.38% | 55 | 57.14% | 21 | -16.00% |
| Mar 31, 2024 | 85 | 6.25% | 14,756,429 | 4.60% | 44 | 2.52% | 35 | -10.26% | 25 | 19.05% |
| Dec 31, 2023 | 80 | -1.23% | 14,106,827 | 7.48% | 41 | 2.74% | 39 | - | 21 | -4.55% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 1.19M | 2.85% | 10.70K |
| Vanguard US Total Market Shares ETF | 1.18M | 2.82% | 226.90K |
| iShares Russell 2000 ETF | 977.21K | 2.29% | -8.47K |
| Wellington CIF II SMID Cap Research | 678.66K | 1.62% | -7.86K |
| Wellington CIF II SMID Cap Research S3 | 678.66K | 1.62% | -7.86K |
| Wellington SMID Cap Research Equity | 606.57K | 1.44% | 54.36K |
| Vanguard Institutional Extnd Mkt Idx Tr | 540.80K | 1.29% | 940.00 |
| RMB Mendon Financial Services A | 364.29K | 0.85% | - |
| Fidelity Small Cap Index | 359.25K | 0.84% | -6.73K |
| iShares Russell 2000 Value ETF | 340.03K | 0.80% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jan 31, 2025 | Levine Howard A. | See remarks | Sell | $83.58K |
| May 22, 2024 | Fleitas Armando | EVP, Chief Accounting Officer | Sell | $140.94K |
| May 02, 2024 | Iafigliola Carlos | SEVP Chief Operating Officer | Sell | $239.30K |
| Nov 29, 2023 | Levine Howard A. | SEVP Head of Consumer Banking | Sell | $24.89K |
| Jul 27, 2023 | Calderon Sharymar | EVP - Chief Financial Officer | Sell | $3.20K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | 1 |
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | - | 2 |
| 2024 Q1 | - | - |
AMTB Ownership FAQ
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