Berkshire Hills Bancorp Ownership | Who Owns Berkshire Hills Bancorp?
Berkshire Hills Bancorp Ownership Summary
Berkshire Hills Bancorp is owned by 95.00% institutional investors, 1.00% insiders, and 4.00% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 14.68% of BHLB shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.08% of its assets in Berkshire Hills Bancorp shares.
BHLB Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Berkshire Hills Bancorp | 95.00% | 1.00% | 4.00% |
| 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 |
|---|---|---|---|
| Blackrock funding, inc. /de | 6.19M | 14.68% | $175.95M |
| Blackrock | 6.25M | 14.61% | $142.49M |
| Vanguard group | 5.15M | 12.22% | $146.47M |
| Dimensional fund advisors lp | 2.69M | 6.37% | $76.37M |
| State street | 2.26M | 5.36% | $64.21M |
| Invesco | 1.29M | 3.06% | $36.72M |
| Alliancebernstein | 1.09M | 2.58% | $30.92M |
| Wellington management group llp | 1.05M | 2.50% | $29.91M |
| Adage capital partners gp | 1.03M | 2.45% | $29.41M |
| Systematic financial management lp | 999.86K | 2.37% | $28.43M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Bayview asset management | 344.83K | 7.55% | $9.33M |
| Strategic value bank partners | 226.11K | 4.15% | $6.43M |
| Jacobs asset management | 137.93K | 2.36% | $3.92M |
| Kestrel investment management | 147.75K | 2.32% | $4.20M |
| Grace & white inc /ny | 199.01K | 1.06% | $5.66M |
| Fourthstone | 155.17K | 0.86% | $4.41M |
| Systematic financial management lp | 999.86K | 0.72% | $28.43M |
| Summerhaven investment management | 33.80K | 0.59% | $960.96K |
| Jackson creek investment advisors | 55.29K | 0.47% | $1.57M |
| Basswood capital management | 271.52K | 0.45% | $7.72M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Adage capital partners gp | 1.03M | 0.05% | 1.03M |
| Exoduspoint capital management, lp | 516.60K | 0.10% | 445.23K |
| Bayview asset management | 344.83K | 7.55% | 344.83K |
| Verition fund management | 270.25K | 0.03% | 270.25K |
| Millennium management | 537.22K | 0.01% | 237.61K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Clark capital management group | - | - | -688.62K |
| Wellington management group llp | 1.05M | 0.01% | -611.99K |
| Blackrock | 6.25M | 0.00% | -165.37K |
| Blackrock funding, inc. /de | 6.19M | 0.00% | -123.02K |
| Qube research | - | - | -103.11K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Adage capital partners gp | 1.03M | 0.05% | 1.03M | $29.41M |
| Bayview asset management | 344.83K | 7.55% | 344.83K | $9.33M |
| Glendon capital management lp | 172.41K | 0.30% | 172.41K | $4.90M |
| Fourthstone | 155.17K | 0.86% | 155.17K | $4.41M |
| Jacobs asset management | 137.93K | 2.36% | 137.93K | $3.92M |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -6.00 |
| Nelson, van denburg & campbell wealth management group | -9.00 |
| Front row advisors | -20.00 |
| Riverview trust | -30.00 |
| Creekmur asset management | -45.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 213 | 13.90% | 40,062,791 | 11.77% | 95 | 1.31% | 108 | 27.06% | 53 | -10.17% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2.82M | 6.08% | - |
| Vanguard US Total Market Shares ETF | 1.37M | 2.96% | 2.31K |
| Vanguard Total Stock Mkt Idx Inv | 1.35M | 2.92% | 1.41K |
| iShares Russell 2000 ETF | 1.14M | 2.46% | - |
| Vanguard Small Cap Index | 1.10M | 2.36% | 900.00 |
| Vanguard Small Cap Value Index Inv | 721.31K | 1.55% | -3.90K |
| FullerThaler Behavioral Small-Cap Equity | 656.77K | 1.42% | - |
| FullerThaler Behavioral Sm-Cp Eq R6 | 656.77K | 1.42% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 645.38K | 1.39% | 778.00 |
| DFA US Small Cap Value I | 630.54K | 1.36% | -3.90K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Feb 11, 2025 | Tulchiner Ellen | EVP,Head of Cnsmr Lndng&Pymnts | Sell | $31.53K |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | - |
| 2025 Q1 | - | 1 |
| 2024 Q3 | - | - |
| 2024 Q2 | 1 | - |
| 2024 Q1 | - | 48 |
BHLB Ownership FAQ
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