HomeStreet Ownership | Who Owns HomeStreet?


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HomeStreet Ownership Summary


HomeStreet is owned by 77.27% institutional investors, 5.08% insiders, and 17.65% retail investors. Philadelphia financial management of san francisco is the largest institutional shareholder, holding 7.92% of HMST shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.98% of its assets in HomeStreet shares.

HMST Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockHomeStreet77.27%5.08%17.65%
SectorFinancial Services Stocks 49.80%13.92%36.27%
IndustryRegional Banks Stocks51.67%12.06%36.27%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Philadelphia financial management of san francisco1.49M7.92%$17.03M
Blackrock1.31M6.94%$14.92M
Maltese capital management1.01M5.36%$11.52M
Vanguard group979.49K5.19%$11.17M
Morgan stanley878.07K4.66%$10.01M
Endeavour capital advisors706.25K3.75%$8.05M
Dimensional fund advisors lp640.30K3.40%$7.30M
Ameriprise financial555.50K2.95%$6.33M
Charles schwab investment management539.05K2.86%$6.15M
Petiole usa477.96K2.53%$5.45M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Petiole usa477.96K4.57%$5.45M
Philadelphia financial management of san francisco1.49M2.98%$17.03M
Endeavour capital advisors706.25K2.80%$8.05M
Mendon capital advisors363.00K2.29%$4.14M
Maltese capital management1.01M2.13%$11.52M
Acuitas investments332.69K2.03%$3.79M
Ccg wealth management229.78K1.48%$2.62M
Caldwell sutter capital60.00K0.34%$684.00K
Shay capital94.43K0.15%$1.08M
Rmb capital management363.00K0.10%$4.14M

Top Buyers

HolderShares% AssetsChange
Morgan stanley878.07K0.00%569.00K
Philadelphia financial management of san francisco1.49M2.98%386.48K
Endeavour capital advisors706.25K2.80%375.58K
Verition fund management170.67K0.01%170.67K
Wellington management group llp112.95K0.00%112.95K

Top Sellers

HolderShares% AssetsChange
Congress asset management co /ma---261.56K
Fourthstone---256.50K
Madison avenue partners, lp---240.90K
Kennedy capital management50.60K0.01%-196.57K
Charles schwab investment management539.05K0.00%-122.58K

New Positions

HolderShares% AssetsChangeValue
Verition fund management170.67K0.01%170.67K$1.95M
Wellington management group llp112.95K0.00%112.95K$1.29M
Shay capital94.43K0.15%94.43K$1.08M
Point72 asia (singapore) pte.35.94K0.09%35.94K$409.77K
Corebridge financial9.85K0.00%9.85K$112.27K

Sold Out

HolderChange
Nelson, van denburg & campbell wealth management group-8.00
Avion wealth-32.00
Parallel advisors-58.00
Eversource wealth advisors-632.00
Metropolitan life insurance co/ny-973.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 20241072.88%14,571,0812.43%771.36%45-8.16%36-
Jun 30, 20241033.00%14,223,7862.65%751.39%4913.95%35-10.26%
Mar 31, 2024100-13.79%13,856,076-1.44%731.32%43-40.28%3944.44%
Dec 31, 20231165.45%14,058,274-0.40%741.32%7244.00%27-35.71%
Sep 30, 2023110-2.65%14,114,908-1.82%751.28%50-12.28%4216.67%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv562.43K2.98%-
iShares Russell 2000 ETF527.45K2.80%-1.11K
Columbia Small Cap Value I A367.76K1.95%-
Columbia Small Cap Value I367.76K1.95%12.90K
RMB Mendon Financial Services A300.00K1.59%-63.00K
Vanguard Institutional Extnd Mkt Idx Tr267.51K1.42%-
Schwab Fundamental U.S. Small CompanyETF222.40K1.18%-
Fidelity Small Cap Index185.71K0.98%-766.00
iShares Russell 2000 Value ETF183.45K0.97%236.00
Avantis US Small Cap Value ETF149.47K0.79%-

Recent Insider Transactions


DateNameRoleActivityValue
Nov 26, 2024Harrell Joanne R-Buy$25.00K
Nov 27, 2024Harrell Joanne R-Buy$21.00K
Nov 26, 2024EVANS GODFREY B EVP - General CounselSell$53.55K
Nov 21, 2024MICHEL JOHN EVP, Chief Financial OfficerSell$90.08K
Aug 30, 2024LEMON PAULETTE EVP - Retail Banking DirectorSell$37.44K

Insider Transactions Trends


DateBuySell
2024 Q422
2023 Q4--
2023 Q3--
2023 Q211-
2023 Q1--

HMST Ownership FAQ


Who Owns HomeStreet?

HomeStreet shareholders are primarily institutional investors at 77.27%, followed by 5.08% insiders and 17.65% retail investors. The average institutional ownership in HomeStreet's industry, Regional Banks Stocks, is 51.67%, which HomeStreet exceeds.

Who owns the most shares of HomeStreet?

HomeStreet’s largest shareholders are Philadelphia financial management of san francisco (1.49M shares, 7.92%), Blackrock (1.31M shares, 6.94%), and Maltese capital management (1.01M shares, 5.36%). Together, they hold 20.22% of HomeStreet’s total shares outstanding.

Does Blackrock own HomeStreet?

Yes, BlackRock owns 6.94% of HomeStreet, totaling 1.31M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 14.92M$. In the last quarter, BlackRock increased its holdings by 33.14K shares, a 2.60% change.

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

Petiole usa is HomeStreet’s biggest shareholder by percentage of total assets invested, with 4.57% of its assets in 477.96K HomeStreet shares, valued at 5.45M$.

Who is the top mutual fund holder of HomeStreet shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of HomeStreet shares, with 2.98% of its total shares outstanding invested in 562.43K HomeStreet shares.

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