ArrowMark Financial Ownership | Who Owns ArrowMark Financial?

ArrowMark Financial Ownership Summary

ArrowMark Financial is owned by 3.50% institutional investors, and 96.50% retail investors. Greenwich investment management is the largest institutional shareholder, holding 4.21% of BANX shares.

BANX Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	ArrowMark Financial	3.50%	-	96.50%
Sector	Financial Services Stocks	32.19%	15.44%	52.37%
Industry	Asset Management Stocks	45.25%	8.61%	46.14%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Greenwich investment management	299.27K	4.21%	$5.52M
Raymond james financial services advisors	244.14K	3.43%	$4.50M
Raymond james financial	179.07K	2.51%	$3.93M
Stifel financial	155.80K	2.19%	$3.40M
Arrowmark colorado	137.33K	1.93%	$3.01M
Noble wealth management pbc	106.31K	1.36%	$2.03M
Everstar asset management	47.34K	0.61%	$902.40K
Advisor group	34.21K	0.48%	$742.02K
Morgan stanley	32.00K	0.45%	$698.27K
Caldwell sutter capital	25.69K	0.33%	$489.71K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Greenwich investment management	299.27K	5.05%	$5.52M
Noble wealth management pbc	106.31K	1.02%	$2.03M
Everstar asset management	47.34K	0.48%	$902.40K
Caldwell sutter capital	25.69K	0.20%	$489.71K
Catalina capital group	15.72K	0.18%	$299.57K
Arrowmark colorado	137.33K	0.06%	$3.01M
Fny investment advisers	4.70K	0.04%	$89.00K
Accurate wealth management	13.30K	0.03%	$259.18K
Falcon wealth planning	16.18K	0.02%	$308.37K
Capital investment advisors	24.25K	0.01%	$462.13K

Top Buyers

Holder	Shares	% Assets	Change
Noble wealth management pbc	106.31K	1.02%	25.60K
Caldwell sutter capital	25.69K	0.20%	25.00K
Raymond james financial services advisors	244.14K	0.01%	14.99K
Rockefeller capital management	14.76K	0.00%	14.76K
Advisor group	34.21K	0.00%	11.49K

Top Sellers

Holder	Shares	% Assets	Change
Round rock advisors	-	-	-174.81K
Arrowmark colorado	137.33K	0.06%	-59.56K
Beacon pointe advisors	-	-	-57.01K
Marshall wace, llp	-	-	-25.82K
Greenwich investment management	299.27K	5.05%	-18.98K

New Positions

Holder	Shares	% Assets	Change	Value
Rockefeller capital management	14.76K	0.00%	14.76K	$323.58K
Fny investment advisers	4.70K	0.04%	4.70K	$89.00K
Creative financial designs inc /adv	827.00	0.00%	827.00	$15.75K
Citadel advisors	200.00	-	200.00	$3.69K

Sold Out

Holder	Change
Farther finance advisors	-1.00
Simplex trading	-120.00
Tower research capital llc (trc)	-130.00
Global wealth strategies & associates	-511.00
Pathway financial advisers	-557.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2025	18	-50.00%	249,211	-71.65%	3	2.30%	9	-43.75%	3	-62.50%
Sep 30, 2025	15	-50.00%	174,433	-81.79%	2	1.35%	4	-63.64%	3	-72.73%
Jun 30, 2025	32	-3.03%	987,784	-5.80%	13	6.40%	13	62.50%	11	10.00%
Mar 31, 2025	1	-96.97%	14,442	-98.47%	-	0.12%	1	-93.33%	-	-100.00%
Dec 31, 2024	32	10.34%	931,809	1.21%	13	7.82%	14	27.27%	7	-12.50%

Insider Transactions Trends

Date	Buy	Sell
2025 Q2	1	-
2025 Q1	2	3
2024 Q3	1	-
2024 Q1	1	-
2023 Q4	1	-

BANX Ownership FAQ

Who Owns ArrowMark Financial?

ArrowMark Financial shareholders are primarily institutional investors at 3.50%, followed by 0% insiders and 0% retail investors. The average institutional ownership in ArrowMark Financial's industry, Asset Management Stocks, is 45.25%, which ArrowMark Financial falls below.

Who owns the most shares of ArrowMark Financial?

ArrowMark Financial’s largest shareholders are Greenwich investment management (299.28K shares, 4.21%), Raymond james financial services advisors (244.14K shares, 3.43%), and Raymond james financial (179.07K shares, 2.51%). Together, they hold 10.15% of ArrowMark Financial’s total shares outstanding.

Does Blackrock own ArrowMark Financial?

BlackRock is not among the top 10 institutional shareholders of ArrowMark Financial.

Who is ArrowMark Financial’s biggest shareholder by percentage of total assets invested?

Greenwich investment management is ArrowMark Financial’s biggest shareholder by percentage of total assets invested, with 5.05% of its assets in 299.28K ArrowMark Financial shares, valued at 5.52M$.

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