1st Source Ownership | Who Owns 1st Source?
1st Source Ownership Summary
1st Source is owned by 69.13% institutional investors, 15.62% insiders, and 15.26% retail investors. 1st source bank is the largest institutional shareholder, holding 21.78% of SRCE shares. iShares Russell 2000 ETF is the top mutual fund, with 2.04% of its assets in 1st Source shares.
SRCE Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | 1st Source | 69.13% | 15.62% | 15.26% |
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 |
---|---|---|---|
1st source bank | 5.34M | 21.78% | $311.48M |
Blackrock funding, inc. /de | 1.96M | 7.99% | $114.33M |
Blackrock | 1.60M | 6.52% | $85.55M |
Dimensional fund advisors lp | 1.53M | 6.25% | $89.43M |
Vanguard group | 927.40K | 3.79% | $54.14M |
Charles schwab investment management | 592.94K | 2.42% | $34.62M |
State street | 557.96K | 2.28% | $29.92M |
Wellington management group llp | 540.57K | 2.21% | $31.56M |
Alliancebernstein | 519.85K | 2.12% | $30.35M |
Geode capital management | 434.32K | 1.77% | $25.36M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
1st source bank | 5.34M | 17.82% | $311.48M |
Dean capital management | 27.22K | 1.88% | $1.46M |
John w. rosenthal capital management | 25.00K | 1.35% | $1.46M |
Values first advisors | 35.81K | 1.15% | $2.09M |
Indiana trust & investment management | 45.95K | 0.91% | $2.68M |
Denali advisors | 114.00K | 0.70% | $6.66M |
Vela investment management | 37.77K | 0.63% | $2.03M |
Maltese capital management | 65.89K | 0.59% | $3.85M |
Dean investment associates | 59.89K | 0.50% | $3.50M |
Jackson creek investment advisors | 23.65K | 0.42% | $1.38M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Blackrock | 1.60M | 0.00% | 159.62K |
Blackrock funding, inc. /de | 1.96M | 0.00% | 94.55K |
Nuveen asset management | 139.02K | 0.00% | 84.38K |
Millennium management | 203.86K | 0.01% | 52.11K |
Norges bank | 51.11K | 0.00% | 51.11K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Reinhart partners | - | - | -233.54K |
1st source bank | 5.34M | 17.82% | -40.18K |
Arrowstreet capital, limited partnership | 42.70K | 0.00% | -30.71K |
Harbor capital advisors | - | - | -28.11K |
Vanguard group | 927.40K | 0.00% | -23.81K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Norges bank | 51.11K | 0.00% | 51.11K | $2.98M |
Gsa capital partners llp | 17.07K | 0.07% | 17.07K | $996.00K |
Balyasny asset management | 13.74K | 0.00% | 13.74K | $802.43K |
Squarepoint ops | 13.59K | 0.00% | 13.59K | $793.33K |
Ieq capital | 4.29K | 0.00% | 4.29K | $250.45K |
Sold Out
Holder | Change |
---|---|
Nelson, van denburg & campbell wealth management group | -4.00 |
Allspring global investments | -5.00 |
Simplex trading | -53.00 |
Entrypoint capital | -88.00 |
Macroview investment management | -147.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Dec 31, 2024 | 181 | -5.24% | 16,933,189 | -2.91% | 69 | 1.37% | 86 | -23.21% | 53 | 32.50% |
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% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
iShares Russell 2000 ETF | 500.43K | 2.04% | -4.34K |
Schwab US Dividend Equity ETF™ | 469.43K | 1.91% | 360.00 |
Vanguard Total Stock Mkt Idx Inv | 272.41K | 1.11% | - |
Vanguard US Total Market Shares ETF | 272.28K | 1.11% | 831.00 |
Kennedy Small Cap Value | 268.64K | 1.09% | 94.00K |
DFA US Small Cap Value I | 266.61K | 1.09% | -3.66K |
First Trust SMID Cp Rising Div Achv ETF | 261.13K | 1.06% | 56.00 |
Vanguard Institutional Extnd Mkt Idx Tr | 252.90K | 1.03% | 384.00 |
DFA US Targeted Value I | 216.61K | 0.88% | - |
Fidelity Small Cap Index | 182.34K | 0.74% | -3.42K |
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 |
---|---|---|
2025 Q1 | - | - |
2024 Q4 | - | - |
2024 Q3 | - | 1 |
2024 Q2 | 1 | 1 |
2024 Q1 | - | 2 |
SRCE Ownership FAQ
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