BayFirst Financial Ownership | Who Owns BayFirst Financial?

BayFirst Financial Ownership Summary

BayFirst Financial is owned by 13.45% institutional investors, 15.22% insiders, and 71.33% retail investors. Banc funds is the largest institutional shareholder, holding 3.77% of BAFN shares. Vanguard Institutional Extnd Mkt Idx Tr is the top mutual fund, with 1.36% of its assets in BayFirst Financial shares.

BAFN Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	BayFirst Financial	13.45%	15.22%	71.33%
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
Banc funds	150.27K	3.77%	$2.00M
First manhattan co. llc.	139.01K	3.48%	$1.85M
Vanguard group	66.43K	1.66%	$871.59K
Salzhauer michael	55.08K	1.38%	$732.52K
Blackrock funding, inc. /de	49.17K	1.23%	$653.92K
Blackrock	48.95K	1.23%	$568.76K
Geode capital management	36.10K	0.90%	$473.79K
Susquehanna group, llp	14.05K	0.35%	$163.27K
Lpl financial	12.82K	0.32%	$170.52K
Northern trust	10.50K	0.26%	$122.05K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Salzhauer michael	55.08K	0.37%	$732.52K
Banc funds	150.27K	0.22%	$2.00M
First manhattan co. llc.	139.01K	0.01%	$1.85M
Renaissance	10.00K	0.00%	$133.00K
Tower research capital llc (trc)	277.00	0.00%	$3.68K
Lpl financial	12.82K	0.00%	$170.52K
Kennedy capital management	-	-	-
Graham capital wealth management	-	-	-
Ubs group	144.00	-	$1.92K
Avantax planning partners	-	-	-

Top Buyers

Holder	Shares	% Assets	Change
Susquehanna group, llp	14.05K	-	14.05K
Renaissance	10.00K	0.00%	10.00K
Vanguard group	66.43K	-	8.82K
Blackrock	48.95K	-	293.00
Ubs group	144.00	-	144.00

Top Sellers

Holder	Shares	% Assets	Change
Graham capital wealth management	-	-	-44.69K
Kennedy capital management	-	-	-35.42K
Gator capital management	-	-	-33.45K
Avantax planning partners	-	-	-29.60K
Northern trust	10.50K	-	-585.00

New Positions

Holder	Shares	% Assets	Change	Value
Susquehanna group, llp	14.05K	-	14.05K	$163.27K
Renaissance	10.00K	0.00%	10.00K	$133.00K
Ubs group	144.00	-	144.00	$1.92K
Bank of america corp /de/	29.00	-	29.00	$337.00

Sold Out

Holder	Change
Wells fargo & company/mn	-28.00
Avantax planning partners	-29.60K
Gator capital management	-33.45K
Kennedy capital management	-35.42K
Graham capital wealth management	-44.69K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	12	-7.69%	536,743	-8.23%	13	6.26%	5	66.67%	1	-75.00%
Sep 30, 2024	13	-13.33%	584,897	-11.07%	14	5.40%	3	-40.00%	4	-33.33%
Jun 30, 2024	15	7.14%	657,728	-11.30%	16	5.04%	5	-28.57%	6	100.00%
Mar 31, 2024	14	7.69%	741,498	6.86%	18	6.26%	7	-	3	-
Dec 31, 2023	13	-13.33%	693,890	-0.36%	16	5.77%	7	-	3	50.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Institutional Extnd Mkt Idx Tr	56.20K	1.36%	-
Fidelity Extended Market Index	19.06K	0.46%	-121.00
Vanguard Total Stock Mkt Idx Inv	14.09K	0.34%	635.00
iShares Micro-Cap ETF	8.01K	0.19%	-
Fidelity Total Market Index	7.16K	0.17%	-6.00
BlackRock Extended Equity Market K	5.83K	0.14%	-2.00
Extended Equity Market Fund K	5.77K	0.14%	18.00
Fidelity Series Total Market Index	4.69K	0.11%	-
NT Ext Equity Mkt Idx Fd - L	3.79K	0.09%	776.00
Northern Trust Extended Eq Market Idx	3.02K	0.07%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Feb 06, 2025	McKim Scott Joseph	EVP, Chief Financial Officer	Buy	$1.97K
Aug 02, 2024	Tudor Rhonda S	SVP, Chief Accounting Officer	Buy	$1.29K
Jul 31, 2024	McKim Scott Joseph	EVP, Chief Financial Officer	Buy	$1.29K
Jul 30, 2024	Zernick Thomas Gerard	CEO	Buy	$1.31K
Jul 30, 2024	Oliver Robin Leigh	President, COO	Buy	$1.30K

Insider Transactions Trends

Date	Buy	Sell
2025 Q1	1	-
2024 Q4	-	-
2024 Q3	4	-
2024 Q2	2	-
2024 Q1	1	-

BAFN Ownership FAQ

Who Owns BayFirst Financial?

BayFirst Financial shareholders are primarily institutional investors at 13.45%, followed by 15.22% insiders and 71.33% retail investors. The average institutional ownership in BayFirst Financial's industry, Regional Banks Stocks, is 42.21%, which BayFirst Financial falls below.

Who owns the most shares of BayFirst Financial?

BayFirst Financial’s largest shareholders are Banc funds (150.27K shares, 3.77%), First manhattan co. llc. (139.02K shares, 3.48%), and Vanguard group (66.43K shares, 1.66%). Together, they hold 8.91% of BayFirst Financial’s total shares outstanding.

Does Blackrock own BayFirst Financial?

Yes, BlackRock owns 1.23% of BayFirst Financial, totaling 48.95K shares as of Jun 2024. This represents 0% of BlackRock's total assets, with a market value of 568.76K$. In the last quarter, BlackRock increased its holdings by 293 shares, a 0.60% change.

Who is BayFirst Financial’s biggest shareholder by percentage of total assets invested?

Salzhauer michael is BayFirst Financial’s biggest shareholder by percentage of total assets invested, with 0.37% of its assets in 55.08K BayFirst Financial shares, valued at 732.52K$.

Who is the top mutual fund holder of BayFirst Financial shares?

Vanguard Institutional Extnd Mkt Idx Tr is the top mutual fund holder of BayFirst Financial shares, with 1.36% of its total shares outstanding invested in 56.2K BayFirst Financial shares.

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