City Ownership | Who Owns City?
City Ownership Summary
City is owned by 52.90% institutional investors, 3.98% insiders, and 43.12% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 14.55% of CHCO shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.18% of its assets in City shares.
CHCO Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | City | 52.90% | 3.98% | 43.12% |
| 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 | 2.13M | 14.55% | $252.20M |
| Blackrock | 2.14M | 14.43% | $226.90M |
| Vanguard group | 1.75M | 11.95% | $207.22M |
| State street | 680.05K | 4.65% | $80.57M |
| Charles schwab investment management | 550.75K | 3.76% | $65.25M |
| Dimensional fund advisors lp | 530.99K | 3.63% | $62.91M |
| Macquarie group | 515.80K | 3.52% | $61.11M |
| Westwood group | 508.19K | 3.47% | $60.21M |
| Geode capital management | 354.24K | 2.42% | $41.98M |
| Jpmorgan chase | 262.24K | 1.79% | $31.07M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| City | 258.82K | 4.35% | $30.67M |
| Carolina wealth advisors | 45.82K | 2.92% | $5.43M |
| Barr e s | 130.70K | 0.92% | $15.49M |
| Lanham o'dell & company | 12.28K | 0.80% | $1.45M |
| Dupree financial group | 10.57K | 0.57% | $1.25M |
| Leeward investments, llc - ma | 82.52K | 0.49% | $9.78M |
| Westwood group | 508.19K | 0.46% | $60.21M |
| Axxcess wealth management | 109.42K | 0.31% | $12.96M |
| Ntv asset management | 16.86K | 0.26% | $2.00M |
| Mrp capital investments | 1.25K | 0.13% | $147.98K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ubs group | 144.76K | 0.00% | 119.74K |
| Jpmorgan chase | 262.24K | 0.00% | 51.05K |
| Goldman sachs group | 166.47K | 0.00% | 50.27K |
| Norges bank | 43.91K | 0.00% | 43.91K |
| Tudor investment corp et al | 42.16K | 0.02% | 22.74K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Westwood group | 508.19K | 0.46% | -41.72K |
| Blackrock | 2.14M | 0.01% | -38.35K |
| Blackrock funding, inc. /de | 2.13M | 0.01% | -27.66K |
| Arrowstreet capital, limited partnership | 22.97K | 0.00% | -18.30K |
| Texas permanent school fund | - | - | -13.03K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 43.91K | 0.00% | 43.91K | $5.20M |
| Virtu financial | 7.27K | 0.05% | 7.27K | $862.00K |
| Allspring global investments | 5.59K | 0.00% | 5.59K | $662.07K |
| Xtx topco | 3.57K | 0.03% | 3.57K | $422.62K |
| Dynamic technology lab private | 3.39K | 0.06% | 3.39K | $402.00K |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -1.00 |
| Abich financial wealth management | -12.00 |
| Stephens consulting | -16.00 |
| Quarry lp | -31.00 |
| Capital performance advisors llp | -67.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 156 | -23.90% | 7,740,407 | -26.41% | 52 | 1.02% | 66 | -25.00% | 49 | -28.99% |
| Sep 30, 2024 | 205 | 5.13% | 10,517,959 | 0.01% | 71 | 1.40% | 88 | 7.32% | 69 | -1.43% |
| Jun 30, 2024 | 191 | 2.69% | 10,513,841 | -0.49% | 71 | 1.39% | 79 | 11.27% | 70 | -2.78% |
| Mar 31, 2024 | 186 | -5.58% | 10,565,750 | -1.32% | 71 | 1.38% | 71 | -5.33% | 72 | -16.28% |
| Dec 31, 2023 | 197 | 8.24% | 10,706,628 | -2.95% | 72 | 1.32% | 75 | 11.94% | 86 | 8.86% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 909.91K | 6.18% | - |
| Vanguard Total Stock Mkt Idx Inv | 440.19K | 3.00% | 4.38K |
| Vanguard US Total Market Shares ETF | 440.16K | 2.99% | 378.00 |
| Delaware Small Cap Core I | 424.46K | 2.89% | -2.63K |
| Macquarie Small Cap Core I | 424.46K | 2.88% | - |
| Schwab US Dividend Equity ETF™ | 405.19K | 2.75% | 320.00 |
| iShares Russell 2000 ETF | 386.67K | 2.63% | - |
| Vanguard Small Cap Index | 356.58K | 2.43% | 294.00 |
| Vanguard Small Cap Value Index Inv | 234.66K | 1.60% | -1.01K |
| Vanguard Institutional Extnd Mkt Idx Tr | 221.31K | 1.51% | 311.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 25, 2025 | STRONG-TREISTER DIANE W | - | Buy | $13.90K |
| Mar 25, 2025 | FISHER ROBERT D | - | Buy | $22.89K |
| Mar 25, 2025 | FILE W H III | - | Buy | $12.94K |
| Feb 28, 2025 | BUMGARNER DAVID L | EVP & Chief Financial Officer | Sell | $20.23K |
| Feb 14, 2025 | BUMGARNER DAVID L | EVP & Chief Financial Officer | Sell | $24.00K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | 3 | 5 |
| 2024 Q4 | 5 | 16 |
| 2024 Q3 | 5 | 6 |
| 2024 Q2 | 6 | 14 |
| 2024 Q1 | 5 | 4 |
CHCO Ownership FAQ
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