Berkshire Hills Bancorp Ownership | Who Owns Berkshire Hills Bancorp?
Berkshire Hills Bancorp Ownership Summary
Berkshire Hills Bancorp is owned by 85.00% institutional investors, 1.04% insiders, and 13.96% retail investors. Blackrock is the largest institutional shareholder, holding 14.61% of BHLB shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.23% of its assets in Berkshire Hills Bancorp shares.
BHLB Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Berkshire Hills Bancorp | 85.00% | 1.04% | 13.96% |
| Sector | Financial Services Stocks | 49.66% | 13.98% | 36.36% |
| Industry | Regional Banks Stocks | 51.67% | 12.06% | 36.27% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 6.25M | 14.61% | $142.49M |
| Vanguard group | 5.04M | 11.79% | $114.97M |
| Dimensional fund advisors lp | 2.63M | 6.15% | $60.02M |
| State street | 2.10M | 4.91% | $47.91M |
| Clark capital management group | 1.64M | 3.84% | $37.48M |
| Wellington management group llp | 1.37M | 3.20% | $31.24M |
| Alliancebernstein | 1.30M | 3.04% | $29.64M |
| Invesco | 1.05M | 2.45% | $23.88M |
| Geode capital management | 977.50K | 2.29% | $22.29M |
| Systematic financial management lp | 838.19K | 1.96% | $19.11M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Strategic value bank partners | 216.78K | 3.27% | $4.94M |
| Kestrel investment management | 139.15K | 2.10% | $3.17M |
| Grace & white inc /ny | 199.01K | 0.85% | $4.54M |
| Systematic financial management lp | 838.19K | 0.58% | $19.11M |
| Aristotle capital boston | 409.86K | 0.31% | $9.34M |
| Select asset management & trust | 32.24K | 0.29% | $735.00K |
| Clark capital management group | 1.64M | 0.28% | $37.48M |
| Basswood capital management | 147.79K | 0.22% | $3.37M |
| Ironwood investment management | 15.36K | 0.19% | $350.25K |
| Bridgeway capital management | 245.85K | 0.13% | $5.61M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 204.22K | 0.00% | 204.22K |
| Renaissance | 422.62K | 0.02% | 159.20K |
| Qube research | 121.25K | 0.00% | 121.25K |
| Millennium management | 183.62K | 0.00% | 102.38K |
| First trust advisors lp | 98.33K | 0.00% | 98.33K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Assenagon asset management | - | - | -277.64K |
| Verition fund management | - | - | -189.79K |
| Alliancebernstein | 1.30M | 0.01% | -185.22K |
| Blackrock | 6.25M | 0.00% | -165.37K |
| Invesco | 1.05M | 0.01% | -146.37K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 204.22K | 0.00% | 204.22K | $4.66M |
| First trust advisors lp | 98.33K | 0.00% | 98.33K | $2.24M |
| Acadian asset management | 29.71K | 0.00% | 29.71K | $676.00K |
| Corebridge financial | 25.16K | 0.00% | 25.16K | $573.63K |
| Mirae asset global etfs | 22.78K | 0.00% | 22.78K | $519.34K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -9.00 |
| Front row advisors | -20.00 |
| Creekmur asset management | -45.00 |
| Fortitude family office | -203.00 |
| Community bank, n.a. | -264.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 187 | 5.06% | 35,844,966 | -0.97% | 85 | 1.17% | 85 | -3.41% | 59 | - |
| Jun 30, 2024 | 175 | -1.13% | 36,182,491 | 1.69% | 84 | 1.22% | 86 | 16.22% | 58 | -3.33% |
| Mar 31, 2024 | 177 | 4.73% | 35,582,795 | -1.40% | 83 | 1.17% | 74 | 4.23% | 60 | -7.69% |
| Dec 31, 2023 | 169 | - | 36,089,808 | 0.97% | 84 | 1.23% | 71 | 12.70% | 65 | -2.99% |
| Sep 30, 2023 | 169 | -1.17% | 35,741,798 | -1.97% | 82 | 1.18% | 63 | -17.11% | 67 | 15.52% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2.68M | 6.23% | - |
| Vanguard Total Stock Mkt Idx Inv | 1.36M | 3.16% | -17.53K |
| Vanguard Small Cap Index | 1.08M | 2.51% | 2.10K |
| iShares Russell 2000 ETF | 955.99K | 2.22% | - |
| Vanguard Small Cap Value Index Inv | 728.32K | 1.69% | -252.00 |
| DFA US Small Cap Value I | 676.42K | 1.57% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 664.17K | 1.55% | -5.44K |
| FullerThaler Behavioral Sm-Cp Eq R6 | 656.77K | 1.53% | - |
| FullerThaler Behavioral Small-Cap Equity | 656.77K | 1.53% | - |
| Avantis US Small Cap Value ETF | 490.26K | 1.14% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Apr 25, 2024 | Mhatre Nitin J. | President and CEO | Buy | $24.22K |
| Mar 19, 2024 | Tulchiner Ellen | EVP,Head of Cnsmr Lndng&Pymnts | Sell | $20.10K |
| Mar 07, 2024 | Adofo-Wilson Baye | - | Sell | $2.21K |
| Mar 07, 2024 | Adofo-Wilson Baye | - | Sell | $2.21K |
| Mar 07, 2024 | Adofo-Wilson Baye | - | Sell | $6.63K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q3 | - | - |
| 2024 Q2 | 1 | - |
| 2024 Q1 | - | 48 |
| 2023 Q4 | 4 | - |
| 2023 Q3 | 22 | - |
BHLB Ownership FAQ
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