Midland States Bancorp Ownership | Who Owns Midland States Bancorp?
Midland States Bancorp Ownership Summary
Midland States Bancorp is owned by 62.01% institutional investors, 5.17% insiders, and 32.82% retail investors. Blackrock is the largest institutional shareholder, holding 14.26% of MSBI shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.02% of its assets in Midland States Bancorp shares.
MSBI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Midland States Bancorp | 62.01% | 5.17% | 32.82% |
| Sector | Financial Services Stocks | 43.07% | 12.53% | 44.40% |
| Industry | Regional Banks Stocks | 49.28% | 11.59% | 39.13% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 3.14M | 14.26% | $71.03M |
| Dimensional fund advisors lp | 1.37M | 6.23% | $31.03M |
| Vanguard group | 1.16M | 5.26% | $26.23M |
| Fj capital management | 1.09M | 4.98% | $24.79M |
| Busey wealth management | 759.29K | 3.45% | $17.20M |
| Midland wealth advisors | 609.79K | 2.77% | $13.81M |
| State street | 573.79K | 2.61% | $13.00M |
| Geode capital management | 509.64K | 2.32% | $11.55M |
| Lsv asset management | 456.29K | 2.07% | $10.34M |
| American century companies | 402.09K | 1.83% | $9.11M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Fj capital management | 1.09M | 2.59% | $24.79M |
| Midland wealth advisors | 609.79K | 0.82% | $13.81M |
| Accurate wealth management | 105.29K | 0.60% | $2.50M |
| Busey wealth management | 759.29K | 0.59% | $17.20M |
| Entrypoint capital | 5.76K | 0.19% | $130.37K |
| Bridgeway capital management | 183.60K | 0.10% | $4.16M |
| Hennessy advisors | 68.00K | 0.06% | $1.54M |
| Campbell & co investment adviser | 25.25K | 0.05% | $571.80K |
| Atom investors lp | 19.52K | 0.04% | $442.22K |
| Empowered funds | 69.90K | 0.03% | $1.58M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 3.14M | 0.00% | 211.20K |
| Millennium management | 90.59K | 0.00% | 68.35K |
| Vanguard group | 1.16M | 0.00% | 65.49K |
| Bank of montreal /can/ | 59.30K | 0.00% | 59.30K |
| American century companies | 402.09K | 0.01% | 55.55K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fj capital management | 1.09M | 2.59% | -211.25K |
| Midland wealth advisors | 609.79K | 0.82% | -154.42K |
| Wellington management group llp | - | - | -144.02K |
| Goldman sachs group | 149.33K | 0.00% | -125.50K |
| Russell investments group | 45.78K | 0.00% | -46.81K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Bank of montreal /can/ | 59.30K | 0.00% | 59.30K | $1.35M |
| Credit agricole s a | 51.00K | 0.01% | 51.00K | $1.16M |
| Ubs asset management americas | 19.42K | 0.00% | 19.42K | $439.80K |
| Exoduspoint capital management, lp | 14.96K | 0.00% | 14.96K | $339.00K |
| Corebridge financial | 11.31K | 0.00% | 11.31K | $256.17K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -6.00 |
| Spire wealth management | -163.00 |
| Meeder asset management | -538.00 |
| Metropolitan life insurance co/ny | -1.03K |
| Denali advisors | -4.60K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 118 | 3.51% | 13,639,734 | -1.20% | 62 | 1.59% | 59 | 9.26% | 33 | -13.16% |
| Mar 31, 2024 | 114 | - | 13,804,903 | 4.50% | 62 | 1.73% | 54 | 1.89% | 38 | -2.56% |
| Dec 31, 2023 | 114 | 6.54% | 13,210,015 | 2.22% | 60 | 1.77% | 53 | 23.26% | 39 | 8.33% |
| Sep 30, 2023 | 107 | -1.83% | 12,922,892 | -1.47% | 58 | 1.71% | 43 | 4.88% | 36 | -26.53% |
| Jun 30, 2023 | 109 | -6.03% | 13,115,536 | -1.43% | 58 | 1.67% | 41 | -22.64% | 49 | 16.67% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 645.76K | 3.02% | - |
| iShares Russell 2000 ETF | 523.60K | 2.45% | -1.18K |
| Avantis US Small Cap Value ETF | 376.53K | 1.76% | - |
| BlackRock Advantage Small Cap Core Instl | 338.38K | 1.58% | 7.97K |
| Vanguard Institutional Extnd Mkt Idx Tr | 330.87K | 1.55% | 6.18K |
| DFA US Small Cap Value I | 316.02K | 1.48% | 9.21K |
| Fidelity Small Cap Index | 215.43K | 1.01% | -5.80K |
| iShares Russell 2000 Value ETF | 195.74K | 0.91% | - |
| DFA US Targeted Value I | 173.13K | 0.81% | - |
| Dimensional US Targeted Value ETF | 158.21K | 0.74% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 11, 2024 | Spring Donald J. | Chief Accounting Officer | Sell | $11.64K |
| Nov 06, 2024 | Schultz Robert F. | - | Sell | $115.08K |
| Nov 07, 2024 | Spring Donald J. | Chief Accounting Officer | Sell | $8.56K |
| Nov 05, 2024 | Spring Donald J. | Chief Accounting Officer | Sell | $17.09K |
| Oct 29, 2024 | Ludwig Jeffrey G. | President & CEO | Sell | $312.68K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 5 |
| 2024 Q3 | - | - |
| 2024 Q2 | 1 | 3 |
| 2024 Q1 | 1 | - |
| 2023 Q4 | - | 3 |
MSBI Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools