Fulton Financial Ownership | Who Owns Fulton Financial?
Fulton Financial Ownership Summary
Fulton Financial is owned by 85.29% institutional investors, 1.00% insiders, and 13.71% retail investors. Blackrock is the largest institutional shareholder, holding 16.12% of FULT shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.34% of its assets in Fulton Financial shares.
FULT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Fulton Financial | 85.29% | 1.00% | 13.71% |
| Sector | Financial Services Stocks | 43.60% | 12.77% | 43.63% |
| Industry | Regional Banks Stocks | 49.77% | 11.61% | 38.62% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 26.23M | 16.12% | $445.30M |
| Vanguard group | 21.18M | 13.02% | $359.70M |
| Dimensional fund advisors lp | 12.05M | 7.40% | $204.56M |
| State street | 10.10M | 6.21% | $171.50M |
| Geode capital management | 4.29M | 2.63% | $72.78M |
| Fuller & thaler asset management | 4.11M | 2.52% | $69.75M |
| Janus henderson group | 3.52M | 2.16% | $59.74M |
| Millennium management | 3.26M | 2.00% | $55.29M |
| American century companies | 3.02M | 1.86% | $51.32M |
| Bank of new york mellon | 2.54M | 1.56% | $43.16M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Fulton bank, n.a. | 2.06M | 1.41% | $34.94M |
| Eagle wealth strategies | 96.48K | 1.32% | $1.64M |
| Dean capital management | 59.07K | 1.29% | $1.00M |
| Palisade capital management, lp | 1.44M | 0.67% | $24.53M |
| Legacy advisors | 281.10K | 0.58% | $4.77M |
| Stieven capital advisors | 139.90K | 0.53% | $2.38M |
| Jackson creek investment advisors | 64.27K | 0.40% | $1.09M |
| Dean investment associates | 160.10K | 0.39% | $2.72M |
| Hazlett, burt & watson | 36.51K | 0.32% | $621.00K |
| Fuller & thaler asset management | 4.11M | 0.30% | $69.75M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Millennium management | 3.26M | 0.03% | 2.72M |
| Blackrock | 26.23M | 0.01% | 2.27M |
| Vanguard group | 21.18M | 0.01% | 1.76M |
| Norges bank | 1.60M | 0.00% | 1.60M |
| Fmr | 1.52M | 0.00% | 1.49M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Hsbc | 20.23K | 0.00% | -1.06M |
| Arrowstreet capital, limited partnership | 144.35K | 0.00% | -425.11K |
| Tudor investment corp et al | - | - | -219.96K |
| Texas permanent school fund | - | - | -135.08K |
| Jpmorgan chase | 241.87K | 0.00% | -122.87K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 1.60M | 0.00% | 1.60M | $27.11M |
| Wellington management group llp | 1.46M | 0.00% | 1.46M | $24.80M |
| Jupiter asset management | 429.44K | 0.07% | 429.44K | $7.29M |
| Emerald advisers | 416.93K | 0.30% | 416.93K | $7.08M |
| Azora capital lp | 280.09K | 0.22% | 280.09K | $4.76M |
Sold Out
| Holder | Change |
|---|---|
| Tfo-tdc | -10.00 |
| Mcclarren financial advisors | -16.00 |
| Sound income strategies | -50.00 |
| Innealta capital | -55.00 |
| Harbor investment advisory | -95.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 271 | 4.63% | 138,778,088 | 21.70% | 85 | 1.74% | 155 | 37.17% | 65 | -24.42% |
| Mar 31, 2024 | 259 | -0.38% | 114,029,079 | -2.08% | 70 | 1.41% | 113 | -9.60% | 86 | 1.18% |
| Dec 31, 2023 | 260 | 4.00% | 116,445,920 | 3.18% | 70 | 1.50% | 125 | 19.05% | 85 | -4.49% |
| Sep 30, 2023 | 250 | -0.79% | 112,856,491 | -2.18% | 68 | 1.42% | 105 | -16.00% | 89 | 17.11% |
| Jun 30, 2023 | 252 | -3.82% | 115,376,758 | 3.56% | 69 | 1.56% | 125 | 5.04% | 76 | -8.43% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 11.54M | 6.34% | - |
| Vanguard Total Stock Mkt Idx Inv | 5.62M | 3.09% | -24.75K |
| Vanguard Small Cap Index | 4.56M | 2.51% | 8.95K |
| iShares Russell 2000 ETF | 4.21M | 2.32% | - |
| FullerThaler Behavioral Small-Cap Equity | 3.90M | 2.15% | - |
| FullerThaler Behavioral Sm-Cp Eq R6 | 3.90M | 2.15% | 816.30K |
| Vanguard Small Cap Value Index Inv | 3.08M | 1.69% | -1.06K |
| DFA US Small Cap Value I | 3.06M | 1.68% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 2.73M | 1.50% | -60.56K |
| Avantis US Small Cap Value ETF | 2.42M | 1.33% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 07, 2023 | Wenger E Philip | - | Sell | $4.44 |
| May 12, 2023 | Myers Curtis J | Chairman & CEO | Buy | $147.16K |
| May 11, 2023 | MCCOLLOM MARK R | Sr. EVP & CFO | Buy | $97.40K |
| Mar 02, 2023 | Fiol Andrew B | Sr Executive Vice President | Buy | $3.58K |
| Mar 16, 2023 | Wenger E Philip | - | Sell | $8.08 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
| 2023 Q4 | - | 1 |
FULT Ownership FAQ
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