BayFirst Financial Ownership | Who Owns BayFirst Financial?
BayFirst Financial Ownership Summary
BayFirst Financial is owned by 5.46% institutional investors, 15.43% insiders, and 79.11% retail investors. Vanguard group is the largest institutional shareholder, holding 4.15% of BAFN shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.68% of its assets in BayFirst Financial shares.
BAFN Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | BayFirst Financial | 5.46% | 15.43% | 79.11% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Regional Banks Stocks | 31.54% | 12.70% | 55.76% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 171.21K | 4.15% | $1.34M |
| First manhattan co. llc. | 127.93K | 3.10% | $1.34M |
| Banc funds | 91.68K | 2.22% | $719.68K |
| Salzhauer michael | 53.91K | 1.31% | $423.16K |
| Blackrock | 48.95K | 1.23% | $568.76K |
| Blackrock funding, inc. /de | 49.36K | 1.20% | $387.51K |
| Geode capital management | 39.68K | 0.96% | $311.60K |
| Northern trust | 34.17K | 0.83% | $357.44K |
| Stifel financial | 23.20K | 0.56% | $182.12K |
| Susquehanna group, llp | 14.05K | 0.35% | $163.27K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Salzhauer michael | 53.91K | 0.17% | $423.16K |
| Banc funds | 91.68K | 0.14% | $719.68K |
| First manhattan co. llc. | 127.93K | 0.00% | $1.34M |
| Stifel financial | 23.20K | 0.00% | $182.12K |
| Tower research capital llc (trc) | 536.00 | 0.00% | $5.61K |
| Renaissance | 10.00K | 0.00% | $133.00K |
| Bank of america corp /de/ | 29.00 | - | $337.00 |
| Blackrock | 48.95K | - | $568.76K |
| Gator capital management | - | - | - |
| Northern trust | 34.17K | - | $357.44K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vanguard group | 171.21K | - | 64.22K |
| Susquehanna group, llp | 14.05K | - | 14.05K |
| Renaissance | 10.00K | 0.00% | 10.00K |
| Stifel financial | 23.20K | 0.00% | 7.37K |
| First manhattan co. llc. | 127.93K | 0.00% | 2.67K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Banc funds | 91.68K | 0.14% | -78.09K |
| Graham capital wealth management | - | - | -44.69K |
| Kennedy capital management | - | - | -35.42K |
| Gator capital management | - | - | -33.45K |
| Avantax planning partners | - | - | -29.60K |
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 |
| Jones financial companies lllp | 396.00 | - | 396.00 | $3.52K |
| Bank of america corp /de/ | 29.00 | - | 29.00 | $337.00 |
Sold Out
| Holder | Change |
|---|---|
| Wells fargo & company/mn | -28.00 |
| Raymond james financial | -400.00 |
| Fny investment advisers | -5.57K |
| Avantax planning partners | -29.60K |
| Gator capital management | -33.45K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 3 | -78.57% | 225,268 | -64.68% | 5 | 2.29% | 1 | -90.00% | 2 | -33.33% |
| Sep 30, 2025 | 3 | -80.00% | 176,263 | -68.89% | 4 | 2.27% | 3 | -57.14% | - | -100.00% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 110.03K | 2.68% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 38.61K | 0.94% | - |
| Fidelity Extended Market Index | 19.45K | 0.47% | -37.00 |
| iShares Micro-Cap ETF | 10.63K | 0.26% | 2.83K |
| Fidelity Total Market Index | 7.11K | 0.17% | - |
| Blackrock Extended Mkt Fund CF | 6.69K | 0.16% | 6.69K |
| BlackRock Extended Equity Market K | 5.83K | 0.14% | -2.00 |
| Extended Equity Market Fund K | 5.74K | 0.14% | 4.00 |
| Northern Small Cap Core I | 5.43K | 0.13% | -406.00 |
| Fidelity Series Total Market Index | 5.10K | 0.12% | - |
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 |
|---|---|---|
| 2026 Q1 | - | - |
| 2025 Q4 | - | - |
| 2025 Q3 | - | - |
| 2025 Q2 | 1 | 1 |
| 2025 Q1 | 1 | - |
BAFN Ownership FAQ
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