HomeStreet Ownership | Who Owns HomeStreet?
HomeStreet Ownership Summary
HomeStreet is owned by 41.88% institutional investors, 5.15% insiders, and 52.97% retail investors. Philadelphia financial management of san francisco is the largest institutional shareholder, holding 9.91% 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
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | HomeStreet | 41.88% | 5.15% | 52.97% |
| 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 |
|---|---|---|---|
| Philadelphia financial management of san francisco | 1.87M | 9.91% | $21.33M |
| Blackrock funding, inc. /de | 1.38M | 7.30% | $15.72M |
| Blackrock | 1.31M | 6.94% | $14.92M |
| Maltese capital management | 1.07M | 5.68% | $12.23M |
| Vanguard group | 969.27K | 5.14% | $11.07M |
| Wellington management group llp | 919.28K | 4.87% | $10.50M |
| Morgan stanley | 878.07K | 4.66% | $10.01M |
| Ameriprise financial | 750.90K | 3.98% | $8.58M |
| Endeavour capital advisors | 723.75K | 3.84% | $8.27M |
| Dimensional fund advisors lp | 632.00K | 3.35% | $7.22M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Phase 2 partners | 432.51K | 3.71% | $4.94M |
| Acuitas investments | 336.31K | 3.15% | $3.84M |
| Philadelphia financial management of san francisco | 1.87M | 3.02% | $21.33M |
| Endeavour capital advisors | 723.75K | 2.63% | $8.27M |
| Maltese capital management | 1.07M | 1.87% | $12.23M |
| Mendon capital advisors | 300.00K | 1.69% | $3.43M |
| Ccg wealth management | 229.44K | 1.46% | $2.62M |
| Fourthstone | 178.00K | 0.40% | $2.03M |
| Ejf capital | 49.54K | 0.39% | $565.70K |
| Caldwell sutter capital | 58.00K | 0.31% | $662.36K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Morgan stanley | 878.07K | 0.00% | 569.00K |
| Phase 2 partners | 432.51K | 3.71% | 432.51K |
| Philadelphia financial management of san francisco | 1.87M | 3.02% | 305.62K |
| Basswood capital management | 286.13K | 0.19% | 286.13K |
| Wellington management group llp | 919.28K | 0.00% | 248.35K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Petiole usa | - | - | -477.96K |
| Stieven capital advisors | - | - | -339.97K |
| Congress asset management co /ma | - | - | -261.56K |
| Madison avenue partners, lp | - | - | -240.90K |
| Susquehanna group, llp | 45.07K | 0.00% | -146.87K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Phase 2 partners | 432.51K | 3.71% | 432.51K | $4.94M |
| Basswood capital management | 286.13K | 0.19% | 286.13K | $3.27M |
| Gsa capital partners llp | 62.99K | 0.05% | 62.99K | $719.00K |
| Ejf capital | 49.54K | 0.39% | 49.54K | $565.70K |
| Jump financial | 19.20K | 0.00% | 19.20K | $219.26K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -8.00 |
| Capital performance advisors llp | -13.00 |
| True wealth design | -18.00 |
| Avion wealth | -32.00 |
| Parallel advisors | -58.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 67 | -37.38% | 7,896,985 | -45.80% | 41 | 0.70% | 35 | -22.22% | 18 | -50.00% |
| Sep 30, 2024 | 107 | 2.88% | 14,571,081 | 2.43% | 77 | 1.36% | 45 | -8.16% | 36 | - |
| Jun 30, 2024 | 103 | 3.00% | 14,223,786 | 2.65% | 75 | 1.39% | 49 | 13.95% | 35 | -10.26% |
| Mar 31, 2024 | 100 | -13.79% | 13,856,076 | -1.44% | 73 | 1.32% | 43 | -40.28% | 39 | 44.44% |
| Dec 31, 2023 | 116 | 5.45% | 14,058,274 | -0.40% | 74 | 1.32% | 72 | 44.00% | 27 | -35.71% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 562.43K | 2.98% | - |
| Vanguard US Total Market Shares ETF | 562.43K | 2.97% | - |
| iShares Russell 2000 ETF | 520.11K | 2.75% | -4.51K |
| Columbia Small Cap Value I A | 493.38K | 2.62% | 1.30K |
| Columbia Small Cap Value I | 492.08K | 2.61% | 32.30K |
| Vanguard Institutional Extnd Mkt Idx Tr | 267.51K | 1.42% | - |
| RMB Mendon Financial Services A | 250.00K | 1.32% | -50.00K |
| Fidelity Small Cap Index | 182.03K | 0.96% | -3.41K |
| iShares Russell 2000 Value ETF | 171.76K | 0.91% | - |
| State St Russell Sm/Mid Cp® Indx NL Cl C | 146.95K | 0.78% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 17, 2024 | Tompkins Sidney Craig | - | Buy | $57.46K |
| Dec 18, 2024 | Parr David L | EVP, DIR. OF COMM'L BANKING | Sell | $60.10K |
| Dec 18, 2024 | VAN AMEN DARRELL | EVP, Chief Investment Officer | Sell | $52.99K |
| Dec 17, 2024 | Hand Erik D | EVP, Mortgage Lending Director | Sell | $57.25K |
| Nov 27, 2024 | Harrell Joanne R | - | Buy | $21.00K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | 3 | 5 |
| 2023 Q4 | - | - |
| 2023 Q3 | - | - |
| 2023 Q2 | 11 | - |
| 2023 Q1 | - | - |
HMST Ownership FAQ
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