First National Ownership | Who Owns First National?


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First National Ownership Summary


First National is owned by 50.21% institutional investors, 14.30% insiders, and 35.50% retail investors. Fourthstone is the largest institutional shareholder, holding 14.26% of FXNC shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.66% of its assets in First National shares.

FXNC Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockFirst National50.21%14.30%35.50%
SectorFinancial Services Stocks 40.29%14.61%45.11%
IndustryRegional Banks Stocks42.21%12.07%45.72%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Fourthstone896.59K14.26%$20.63M
Siena capital partners gp316.34K5.03%$7.28M
Petiole usa311.44K4.95%$7.17M
Vanguard group303.66K4.83%$6.99M
Alliancebernstein240.68K3.83%$5.54M
Cutler capital management202.78K3.23%$4.67M
Rhino investment partners125.22K1.99%$2.88M
Banc funds97.58K1.55%$2.25M
Geode capital management86.49K1.38%$1.99M
De lisle partners llp71.82K1.14%$1.66M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Petiole usa311.44K4.51%$7.17M
Fourthstone896.59K4.03%$20.63M
Siena capital partners gp316.34K2.01%$7.28M
Cutler capital management202.78K1.61%$4.67M
Rhino investment partners125.22K0.64%$2.88M
Banc funds97.58K0.25%$2.25M
De lisle partners llp71.82K0.24%$1.66M
Graves light lenhart wealth60.64K0.17%$1.40M
Salzhauer michael8.78K0.10%$201.94K
Grace & white inc /ny10.48K0.05%$241.10K

Top Buyers

HolderShares% AssetsChange
Fourthstone896.59K4.03%269.12K
Alliancebernstein240.68K0.00%240.68K
Rhino investment partners125.22K0.64%125.22K
Vanguard group303.66K0.00%57.46K
Geode capital management86.49K0.00%36.09K

Top Sellers

HolderShares% AssetsChange
Banc funds97.58K0.25%-74.71K
Renaissance---12.40K
Northern trust---10.06K
Commonwealth equity services30.10K0.00%-6.19K
Bridgeway capital management44.93K0.02%-2.40K

New Positions

HolderShares% AssetsChangeValue
Alliancebernstein240.68K0.00%240.68K$5.54M
Rhino investment partners125.22K0.64%125.22K$2.88M
First manhattan co. llc.35.50K0.00%35.50K$816.86K
Davenport29.48K0.00%29.48K$678.32K
Millennium management17.23K0.00%17.23K$396.35K

Sold Out

HolderChange
Innealta capital-29.00
Advisor group-53.00
Northern trust-10.06K
Renaissance-12.40K

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 20244348.28%3,157,03738.94%503.84%28115.38%650.00%
Sep 30, 2024297.41%2,272,2591.21%362.82%1330.00%4-33.33%
Jun 30, 202427-3.57%2,245,132-0.34%352.77%10-16.67%6-25.00%
Mar 31, 2024287.69%2,252,6927.93%353.23%12-29.41%8100.00%
Dec 31, 202326-2,087,200-0.89%332.96%17142.86%4-50.00%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv239.14K2.66%-
Vanguard US Total Market Shares ETF165.14K1.84%-
Vanguard Institutional Extnd Mkt Idx Tr133.15K1.48%-
VT De Lisle America B USD71.82K0.80%-
Fidelity Extended Market Index43.09K0.48%-274.00
Bridgeway Omni Small-Cap Value N30.80K0.34%-3.00K
Bridgeway Omni Small-Cap Value30.80K0.34%-3.00K
Fidelity Total Market Index18.92K0.21%-15.00
EA Bridgeway Omni Small-Cap Value ETF15.09K0.17%12.00
Extended Equity Market Fund K13.17K0.15%13.17K

Recent Insider Transactions


DateNameRoleActivityValue
Jun 04, 2024WILKINS III JAMES R-Buy$61.60
Jul 03, 2024Patel Kirtesh-Buy$116.70K
Jun 27, 2024WILKINS III JAMES R-Buy$7.50K
Jun 28, 2024WILKINS III JAMES R-Buy$481.60
Jun 26, 2024WILKINS III JAMES R-Buy$5.80K

Insider Transactions Trends


DateBuySell
2025 Q1--
2024 Q4--
2024 Q31-
2024 Q253-
2024 Q1--

FXNC Ownership FAQ


Who Owns First National?

First National shareholders are primarily institutional investors at 50.21%, followed by 14.30% insiders and 35.49% retail investors. The average institutional ownership in First National's industry, Regional Banks Stocks, is 42.21%, which First National exceeds.

Who owns the most shares of First National?

First National’s largest shareholders are Fourthstone (896.59K shares, 14.26%), Siena capital partners gp (316.34K shares, 5.03%), and Petiole usa (311.44K shares, 4.95%). Together, they hold 24.24% of First National’s total shares outstanding.

Does Blackrock own First National?

BlackRock is not among the top 10 institutional shareholders of First National.

Who is First National’s biggest shareholder by percentage of total assets invested?

Petiole usa is First National’s biggest shareholder by percentage of total assets invested, with 4.51% of its assets in 311.44K First National shares, valued at 7.17M$.

Who is the top mutual fund holder of First National shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of First National shares, with 2.66% of its total shares outstanding invested in 239.14K First National shares.

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