1st Source Ownership | Who Owns 1st Source?

Overview Forecast RevenueFinancials Chart

1st Source Ownership Summary

1st Source is owned by 49.22% institutional investors, 15.60% insiders, and 35.19% retail investors. 1st source bank is the largest institutional shareholder, holding 25.60% of SRCE shares. iShares Russell 2000 ETF is the top mutual fund, with 2.12% of its assets in 1st Source shares.

SRCE Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	1st Source	49.22%	15.60%	35.19%
Sector	Financial Services Stocks	49.66%	13.98%	36.36%
Industry	Regional Banks Stocks	51.67%	12.06%	36.27%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
1st source bank	6.26M	25.60%	$335.77M
Blackrock	1.60M	6.52%	$85.55M
Dimensional fund advisors lp	1.59M	6.49%	$85.17M
Vanguard group	872.77K	3.57%	$46.80M
Wellington management group llp	842.10K	3.44%	$45.15M
Charles schwab investment management	584.50K	2.39%	$31.34M
State street	557.96K	2.28%	$29.92M
Alliancebernstein	555.29K	2.27%	$29.77M
Boston trust walden	436.09K	1.78%	$23.38M
Geode capital management	429.66K	1.76%	$23.04M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
1st source bank	6.26M	19.63%	$335.77M
John w. rosenthal capital management	25.00K	1.90%	$1.34M
Dean capital management	27.22K	1.88%	$1.46M
Denali advisors	105.10K	1.54%	$5.64M
Values first advisors	37.51K	1.20%	$2.01M
Indiana trust & investment management	48.76K	0.96%	$2.61M
Vela investment management	37.77K	0.63%	$2.03M
Dean investment associates	73.78K	0.56%	$3.96M
Reinhart partners	238.25K	0.53%	$12.78M
Maltese capital management	48.18K	0.48%	$2.58M

Top Buyers

Holder	Shares	% Assets	Change
Blackrock	1.60M	0.00%	159.62K
Norges bank	81.59K	0.00%	81.59K
First trust advisors lp	194.44K	0.01%	54.93K
Geode capital management	429.66K	0.00%	45.31K
Denali advisors	105.10K	1.54%	33.60K

Top Sellers

Holder	Shares	% Assets	Change
1st source bank	6.26M	19.63%	-560.50K
Vanguard group	872.77K	0.00%	-69.13K
Deutsche bank ag\	7.70K	0.00%	-61.21K
Alliancebernstein	555.29K	0.01%	-60.10K
Wellington management group llp	842.10K	0.01%	-22.76K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	81.59K	0.00%	81.59K	$4.37M
Two sigma investments, lp	12.02K	0.00%	12.02K	$644.40K
Corebridge financial	9.87K	0.00%	9.87K	$529.44K
Mirae asset global etfs	8.13K	0.00%	8.13K	$436.20K
Occudo quantitative strategies lp	6.26K	0.06%	6.26K	$335.77K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-4.00
Simplex trading	-53.00
Entrypoint capital	-88.00
Macroview investment management	-160.00
Aquatic capital management	-200.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	190	23.38%	12,064,983	-32.10%	49	0.94%	112	51.35%	39	-17.02%
Jun 30, 2024	153	2.68%	17,768,119	-1.66%	72	1.33%	73	-1.35%	47	6.82%
Mar 31, 2024	149	7.97%	18,068,053	-0.65%	73	1.36%	74	2.78%	44	15.79%
Dec 31, 2023	138	2.99%	18,185,979	2.37%	73	1.42%	72	14.29%	38	-9.52%
Sep 30, 2023	134	10.74%	17,765,460	-2.85%	72	1.31%	63	26.00%	42	-2.33%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Russell 2000 ETF	520.20K	2.12%	-1.18K
Schwab US Dividend Equity ETF™	416.00K	1.70%	360.00
Vanguard Total Stock Mkt Idx Inv	272.41K	1.11%	132.00
DFA US Small Cap Value I	264.91K	1.08%	-29.69K
Vanguard Institutional Extnd Mkt Idx Tr	263.66K	1.08%	-5.93K
DFA US Targeted Value I	223.80K	0.91%	-9.29K
DFA US Micro Cap I	198.01K	0.81%	-
Fidelity Small Cap Index	187.17K	0.76%	-5.61K
iShares Russell 2000 Value ETF	182.17K	0.74%	-
Kennedy Small Cap Value	178.24K	0.73%	22.45K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Aug 02, 2024	Buhr Jeffrey L	Executive Vice President	Sell	$59.83K
Jun 06, 2024	Buhr Jeffrey L	Executive Vice President	Sell	$97.87K
May 29, 2024	FITZPATRICK DANIEL B	-	Buy	$49.65K
Mar 05, 2024	Buhr Jeffrey L	Executive Vice President	Sell	$38.70K
Mar 05, 2024	Buhr Jeffrey L	Executive Vice President	Sell	$511.10

Insider Transactions Trends

Date	Buy	Sell
2024 Q2	1	1
2024 Q1	-	2
2023 Q4	-	-
2023 Q3	-	-
2023 Q2	2	-

SRCE Ownership FAQ

Who Owns 1st Source?

1st Source shareholders are primarily institutional investors at 49.22%, followed by 15.60% insiders and 35.18% retail investors. The average institutional ownership in 1st Source's industry, Regional Banks Stocks, is 51.67%, which 1st Source falls below.

Who owns the most shares of 1st Source?

1st Source’s largest shareholders are 1st source bank (6.26M shares, 25.60%), Blackrock (1.6M shares, 6.52%), and Dimensional fund advisors lp (1.59M shares, 6.49%). Together, they hold 38.62% of 1st Source’s total shares outstanding.

Does Blackrock own 1st Source?

Yes, BlackRock owns 6.52% of 1st Source, totaling 1.6M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 85.55M$. In the last quarter, BlackRock increased its holdings by 159.62K shares, a 11.12% change.

Who is 1st Source’s biggest shareholder by percentage of total assets invested?

1st source bank is 1st Source’s biggest shareholder by percentage of total assets invested, with 19.63% of its assets in 6.26M 1st Source shares, valued at 335.77M$.

Who is the top mutual fund holder of 1st Source shares?

iShares Russell 2000 ETF is the top mutual fund holder of 1st Source shares, with 2.12% of its total shares outstanding invested in 520.2K 1st Source shares.

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