BayFirst Financial Ownership | Who Owns BayFirst Financial?
BayFirst Financial Ownership Summary
BayFirst Financial is owned by 13.72% institutional investors, 15.37% insiders, and 70.91% retail investors. Banc funds is the largest institutional shareholder, holding 3.03% of BAFN shares. Vanguard Institutional Extnd Mkt Idx Tr is the top mutual fund, with 0.93% of its assets in BayFirst Financial shares.
BAFN Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | BayFirst Financial | 13.72% | 15.37% | 70.91% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Regional Banks Stocks | 54.08% | 12.36% | 33.57% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Banc funds | 125.27K | 3.03% | $1.75M |
| First manhattan co. llc. | 125.26K | 3.03% | $1.75M |
| Vanguard group | 66.43K | 1.66% | $871.59K |
| Blackrock | 48.95K | 1.23% | $568.76K |
| Blackrock funding, inc. /de | 48.73K | 1.18% | $682.18K |
| Salzhauer michael | 42.43K | 1.03% | $594.03K |
| Geode capital management | 36.10K | 0.90% | $473.79K |
| Susquehanna group, llp | 14.05K | 0.35% | $163.27K |
| Lpl financial | 12.82K | 0.32% | $170.52K |
| Northern trust | 10.50K | 0.26% | $122.05K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Salzhauer michael | 42.43K | 0.35% | $594.03K |
| Banc funds | 125.27K | 0.27% | $1.75M |
| First manhattan co. llc. | 125.26K | 0.01% | $1.75M |
| Renaissance | 10.00K | 0.00% | $133.00K |
| Tower research capital llc (trc) | 277.00 | 0.00% | $3.68K |
| Lpl financial | 12.82K | 0.00% | $170.52K |
| Bank of america corp /de/ | 29.00 | - | $337.00 |
| Blackrock | 48.95K | - | $568.76K |
| Gator capital management | - | - | - |
| Northern trust | 10.50K | - | $122.05K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Susquehanna group, llp | 14.05K | - | 14.05K |
| Renaissance | 10.00K | 0.00% | 10.00K |
| Vanguard group | 66.43K | - | 8.82K |
| Raymond james financial | 400.00 | - | 400.00 |
| Blackrock | 48.95K | - | 293.00 |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Graham capital wealth management | - | - | -44.69K |
| Kennedy capital management | - | - | -35.42K |
| Gator capital management | - | - | -33.45K |
| Avantax planning partners | - | - | -29.60K |
| Banc funds | 125.27K | 0.27% | -25.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Susquehanna group, llp | 14.05K | - | 14.05K | $163.27K |
| Renaissance | 10.00K | 0.00% | 10.00K | $133.00K |
| Raymond james financial | 400.00 | - | 400.00 | $5.60K |
| Ubs group | 144.00 | - | 144.00 | $1.92K |
| Bank of america corp /de/ | 29.00 | - | 29.00 | $337.00 |
Sold Out
| Holder | Change |
|---|---|
| Wells fargo & company/mn | -28.00 |
| Fny investment advisers | -5.57K |
| Avantax planning partners | -29.60K |
| Gator capital management | -33.45K |
| Kennedy capital management | -35.42K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 15 | 15.38% | 566,528 | 1.47% | 13 | 7.50% | 7 | -12.50% | 6 | 100.00% |
| Mar 31, 2025 | 13 | 8.33% | 558,335 | 4.02% | 13 | 7.48% | 8 | 60.00% | 3 | 200.00% |
| Dec 31, 2024 | 12 | -7.69% | 536,743 | -8.23% | 13 | 6.26% | 5 | 66.67% | 1 | -75.00% |
| Sep 30, 2024 | 13 | -13.33% | 584,897 | -11.07% | 14 | 5.40% | 3 | -40.00% | 4 | -33.33% |
| Jun 30, 2024 | 15 | 7.14% | 657,728 | -11.30% | 16 | 5.04% | 5 | -28.57% | 6 | 100.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Institutional Extnd Mkt Idx Tr | 38.61K | 0.93% | -17.59K |
| Vanguard Total Stock Mkt Idx Inv | 30.81K | 0.75% | -673.00 |
| Fidelity Extended Market Index | 19.58K | 0.47% | -51.00 |
| iShares Micro-Cap ETF | 8.54K | 0.21% | - |
| Fidelity Total Market Index | 7.16K | 0.17% | - |
| BlackRock Extended Equity Market K | 5.83K | 0.14% | -2.00 |
| Northern Small Cap Core I | 5.71K | 0.14% | -335.00 |
| Extended Equity Market Fund K | 5.65K | 0.14% | -113.00 |
| Fidelity Series Total Market Index | 5.10K | 0.12% | - |
| Spartan Extended Market Index Pool F | 4.08K | 0.10% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 15, 2025 | Berset Derek Steven | - | Sell | $2.90 |
| May 01, 2025 | Zernick Thomas Gerard | CEO | Buy | $4.98K |
| Feb 06, 2025 | McKim Scott Joseph | EVP, Chief Financial Officer | Buy | $1.97K |
| Aug 02, 2024 | Tudor Rhonda S | SVP, Chief Accounting Officer | Buy | $1.29K |
| Jul 31, 2024 | McKim Scott Joseph | EVP, Chief Financial Officer | Buy | $1.29K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | 1 | 1 |
| 2025 Q1 | 1 | - |
| 2024 Q4 | - | - |
| 2024 Q3 | 4 | - |
| 2024 Q2 | 2 | - |
BAFN Ownership FAQ
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