Washington Trust Ban Ownership | Who Owns Washington Trust Ban?


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Washington Trust Ban Ownership Summary


Washington Trust Ban is owned by 70.37% institutional investors, 1.81% insiders, and 27.81% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 13.53% of WASH shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.13% of its assets in Washington Trust Ban shares.

WASH Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockWashington Trust Ban70.37%1.81%27.81%
SectorFinancial Services Stocks 40.29%14.61%45.11%
IndustryRegional Banks Stocks42.21%12.07%45.72%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de2.31M13.53%$72.33M
Blackrock2.21M12.96%$60.50M
Fmr1.26M7.40%$39.57M
Vanguard group1.03M6.06%$32.39M
Dimensional fund advisors lp932.06K5.46%$29.22M
State street533.07K3.13%$14.61M
Geode capital management414.53K2.43%$13.00M
Manufacturers life insurance company, the403.75K2.37%$12.66M
American century companies325.17K1.91%$10.19M
Hotchkis & wiley capital management303.15K1.78%$9.50M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Ejf capital87.77K1.89%$2.75M
Napatree capital54.82K1.22%$1.50M
Siena capital partners gp120.05K1.04%$3.76M
Drexel morgan167.12K0.98%$4.58M
New england research & management40.07K0.64%$1.26M
Teton advisors33.28K0.53%$1.04M
Brown, lisle/cummings28.64K0.27%$897.78K
Inspire advisors60.69K0.23%$1.90M
Mystic asset management18.64K0.16%$584.24K
Linden thomas advisory services36.37K0.14%$1.14M

Top Buyers

HolderShares% AssetsChange
Manufacturers life insurance company, the403.75K0.01%397.25K
Millennium management226.35K0.00%219.58K
Franklin resources217.69K0.00%217.69K
Wellington management group llp154.80K0.00%154.80K
Soros fund management135.00K0.06%135.00K

Top Sellers

HolderShares% AssetsChange
Washington trust---598.73K
Proshare advisors215.91K0.02%-234.34K
Third avenue management---199.12K
Aptus capital advisors---103.83K
Fmr1.26M0.00%-79.57K

New Positions

HolderShares% AssetsChangeValue
Franklin resources217.69K0.00%217.69K$6.82M
Wellington management group llp154.80K0.00%154.80K$4.85M
Soros fund management135.00K0.06%135.00K$4.23M
Ejf capital87.77K1.89%87.77K$2.75M
Trexquant investment lp82.85K0.03%82.85K$2.60M

Sold Out

HolderChange
Nisa investment advisors-30.00
True wealth design-54.00
Srs capital advisors-60.00
Brown brothers harriman-105.00
Bessemer group-111.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 20241569.86%12,004,1151.11%701.45%9021.62%398.33%
Sep 30, 202414112.80%11,871,3352.17%691.50%737.35%362.86%
Jun 30, 20241243.33%11,619,7172.85%681.55%6734.00%35-18.60%
Mar 31, 2024120-7.69%11,297,9690.22%661.51%50-7.41%43-14.00%
Dec 31, 2023130-11,273,5321.11%661.54%541.89%50-1.96%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv602.67K3.13%1.40K
Fidelity Low-Priced Stock566.67K2.94%-
Vanguard US Total Market Shares ETF524.46K2.72%-
iShares Russell 2000 ETF502.06K2.60%-4.34K
BlackRock Advantage Small Cap Core Instl272.14K1.41%-
Vanguard Institutional Extnd Mkt Idx Tr253.14K1.31%467.00
Invesco KBW High Dividend Yld Fincl ETF236.99K1.23%409.00
ProShares Russell 2000 Dividend Growers235.28K1.22%-
SPDR® S&P Regional Banking ETF235.21K1.22%1.17K
Third Avenue Small Cap Value Instl198.88K1.17%-

Recent Insider Transactions


DateNameRoleActivityValue
May 02, 2024RYAN KATHLEEN A EVP and Chief Wealth MgmtSell$10.95K
May 02, 2024RYAN KATHLEEN A EVP and Chief Wealth MgmtSell$2.65K
May 02, 2024RYAN KATHLEEN A EVP and Chief Wealth MgmtSell$555.87
Sep 11, 2023Noons Mary E. President and COOSell$21.04
Feb 08, 2023Howes Constance A-Buy$55.01K

Insider Transactions Trends


DateBuySell
2025 Q4--
2024 Q4--
2024 Q3--
2024 Q2-3
2024 Q1--

WASH Ownership FAQ


Who Owns Washington Trust Ban?

Washington Trust Ban shareholders are primarily institutional investors at 70.37%, followed by 1.81% insiders and 27.82% retail investors. The average institutional ownership in Washington Trust Ban's industry, Regional Banks Stocks, is 42.21%, which Washington Trust Ban exceeds.

Who owns the most shares of Washington Trust Ban?

Washington Trust Ban’s largest shareholders are Blackrock funding, inc. /de (2.31M shares, 13.53%), Blackrock (2.21M shares, 12.96%), and Fmr (1.26M shares, 7.40%). Together, they hold 33.88% of Washington Trust Ban’s total shares outstanding.

Does Blackrock own Washington Trust Ban?

Yes, BlackRock owns 12.96% of Washington Trust Ban, totaling 2.21M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 60.5M$. In the last quarter, BlackRock decreased its holdings by -3.084K shares, a -0.14% change.

Who is Washington Trust Ban’s biggest shareholder by percentage of total assets invested?

Ejf capital is Washington Trust Ban’s biggest shareholder by percentage of total assets invested, with 1.89% of its assets in 87.77K Washington Trust Ban shares, valued at 2.75M$.

Who is the top mutual fund holder of Washington Trust Ban shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Washington Trust Ban shares, with 3.13% of its total shares outstanding invested in 602.67K Washington Trust Ban shares.

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