First Bancshares Ownership | Who Owns First Bancshares?
First Bancshares Ownership Summary
First Bancshares is owned by 74.83% institutional investors, 6.40% insiders, and 18.77% retail investors. Blackrock is the largest institutional shareholder, holding 9.04% of FBMS shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.82% of its assets in First Bancshares shares.
FBMS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | First Bancshares | 74.83% | 6.40% | 18.77% |
| 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 | 2.85M | 9.04% | $73.96M |
| T. rowe price investment management | 1.89M | 6.00% | $49.05M |
| Vanguard group | 1.67M | 5.32% | $43.49M |
| Dimensional fund advisors lp | 1.40M | 4.46% | $36.49M |
| Fj capital management | 1.27M | 4.05% | $33.11M |
| State street | 943.03K | 3.00% | $24.50M |
| Charles schwab investment management | 861.48K | 2.74% | $22.38M |
| Royce & associates lp | 824.88K | 2.62% | $21.43M |
| Geode capital management | 662.88K | 2.11% | $17.22M |
| Jpmorgan chase | 448.67K | 1.43% | $11.66M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Holdco asset management, lp | 83.56K | 13.28% | $2.17M |
| Mendon capital advisors | 7.50K | 4.79% | $8.64M |
| Strategic value bank partners | 265.58K | 4.57% | $6.90M |
| Petiole usa | 202.15K | 4.41% | $5.25M |
| Fj capital management | 1.27M | 3.46% | $33.11M |
| Ejf capital | 110.45K | 2.13% | $2.87M |
| Maltese capital management | 327.73K | 1.57% | $8.51M |
| Stieven capital advisors | 198.82K | 1.14% | $5.17M |
| Smith shellnut wilson llc /adv | 39.78K | 0.50% | $1.03M |
| Pinnacle | 43.15K | 0.46% | $1.12M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | 368.28K | 0.00% | 330.88K |
| Goldman sachs group | 309.08K | 0.00% | 203.19K |
| Jpmorgan chase | 448.67K | 0.00% | 153.47K |
| Blackrock | 2.85M | 0.00% | 144.28K |
| Dimensional fund advisors lp | 1.40M | 0.01% | 91.31K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| North reef capital management lp | - | - | -1.36M |
| Mendon capital advisors | 7.50K | 4.79% | -327.50K |
| T. rowe price investment management | 1.89M | 0.03% | -303.72K |
| Fj capital management | 1.27M | 3.46% | -248.01K |
| Elizabeth park capital advisors | - | - | -175.06K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Strs ohio | 24.30K | 0.00% | 24.30K | $631.31K |
| Corebridge financial | 16.54K | 0.00% | 16.54K | $429.63K |
| Mirae asset global etfs | 16.27K | 0.00% | 16.27K | $422.69K |
| Teacher retirement system of texas | 15.45K | 0.00% | 15.45K | $401.00K |
| Centiva capital, lp | 8.29K | 0.00% | 8.29K | $215.40K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -5.00 |
| Allworth financial lp | -6.00 |
| Bruce g. allen investments | -27.00 |
| Gamma investing | -34.00 |
| Quarry lp | -40.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 151 | 16.15% | 23,591,858 | 10.66% | 74 | 1.63% | 79 | 2.60% | 41 | 46.43% |
| Jun 30, 2024 | 130 | -2.26% | 21,318,548 | 4.41% | 67 | 1.60% | 77 | 13.24% | 28 | -33.33% |
| Mar 31, 2024 | 133 | 5.56% | 20,418,700 | 2.16% | 65 | 1.61% | 68 | -2.86% | 42 | 40.00% |
| Dec 31, 2023 | 126 | 16.67% | 19,987,228 | 5.26% | 63 | 1.74% | 70 | 22.81% | 30 | -9.09% |
| Sep 30, 2023 | 108 | 3.85% | 18,989,324 | 0.13% | 60 | 1.65% | 57 | 14.00% | 33 | 3.13% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 878.42K | 2.82% | 1.32K |
| T. Rowe Price US Small-Cap Core Equity | 845.18K | 2.71% | -3.28K |
| T. Rowe Price Small-Cap Stock | 845.18K | 2.71% | - |
| iShares Russell 2000 ETF | 831.01K | 2.66% | -1.86K |
| Schwab US Dividend Equity ETF™ | 676.26K | 2.17% | 600.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 438.88K | 1.41% | -1.15K |
| T. Rowe Price U.S. SC Core Eq Tr-Z | 432.11K | 1.38% | 890.00 |
| T. Rowe Price Instl Small-Cap Stock | 418.72K | 1.34% | - |
| DFA US Small Cap Value I | 392.25K | 1.26% | 24.63K |
| Royce Small-Cap Quality Value Composite | 330.59K | 1.06% | 8.69K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 23, 2023 | Moore Diana Renee | - | Buy | $12.72K |
| Feb 25, 2021 | Moore Diana Renee | - | Buy | $45.13 |
| Feb 11, 2022 | PARKER TED E | - | Buy | $37.50K |
| Nov 20, 2020 | Moore Diana Renee | - | Buy | $86.19 |
| Feb 22, 2021 | COLE M RAY JR | PRESIDENT AND CEO | Sell | $165.00K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q3 | - | - |
| 2024 Q1 | - | - |
| 2023 Q3 | - | - |
| 2023 Q2 | 1 | - |
| 2023 Q1 | - | - |
FBMS Ownership FAQ
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