ArrowMark Financial Ownership | Who Owns ArrowMark Financial?


OverviewForecastChart

ArrowMark Financial Ownership Summary


ArrowMark Financial is owned by 22.61% institutional investors, 0.02% insiders, and 77.37% retail investors. Arrowmark colorado is the largest institutional shareholder, holding 11.33% of BANX shares.

BANX Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockArrowMark Financial22.61%0.02%77.37%
SectorFinancial Services Stocks 734.95%13.85%-648.79%
IndustryAsset Management Stocks45.53%11.43%43.04%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Arrowmark colorado884.83K11.33%$17.30M
Greenwich investment management299.27K4.21%$5.52M
Raymond james financial services advisors244.14K3.43%$4.50M
Stifel financial139.07K1.78%$2.72M
Advisor group131.07K1.68%$2.56M
Noble wealth management pbc107.20K1.37%$2.10M
Everstar asset management59.63K0.76%$1.17M
Almitas capital50.84K0.65%$993.98K
Alphacore capital40.26K0.52%$787.04K
Morgan stanley33.70K0.43%$658.76K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Greenwich investment management299.27K5.05%$5.52M
Noble wealth management pbc107.20K0.94%$2.10M
Arrowmark colorado884.83K0.72%$17.30M
Everstar asset management59.63K0.56%$1.17M
Almitas capital50.84K0.24%$993.98K
Catalina capital group15.72K0.18%$299.57K
Accurate wealth management11.39K0.02%$227.76K
Css llc/il26.82K0.02%$524.35K
Falcon wealth planning16.18K0.02%$316.30K
Alphacore capital40.26K0.01%$787.04K

Top Buyers

HolderShares% AssetsChange
Alphacore capital40.26K0.01%40.26K
Marshall wace, llp32.63K0.00%32.63K
Advisor group131.07K0.00%17.23K
Raymond james financial services advisors244.14K0.01%14.99K
Mariner14.97K0.00%14.97K

Top Sellers

HolderShares% AssetsChange
Round rock advisors---174.81K
Raymond james financial31.47K0.00%-163.38K
Beacon pointe advisors---57.01K
Hudson bay capital management lp18.22K0.00%-38.44K
Caldwell sutter capital693.000.01%-25.00K

New Positions

HolderShares% AssetsChangeValue
Alphacore capital40.26K0.01%40.26K$787.04K
Marshall wace, llp32.63K0.00%32.63K$637.84K
Mariner14.97K0.00%14.97K$292.75K
Belpointe asset management10.30K0.01%10.30K$201.37K
Integrated wealth concepts9.04K0.00%9.04K$176.77K

Sold Out

HolderChange
Farther finance advisors-1.00
Bard associates-82.00
Jones financial companies lllp-100.00
Tower research capital llc (trc)-130.00
Sound income strategies-453.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 2026372.78%1,766,302-7.78%223.76%16-33.33%14133.33%
Mar 31, 2026365.88%1,915,37523.20%245.16%2426.32%620.00%
Dec 31, 202518-50.00%249,211-71.65%32.30%9-43.75%3-62.50%
Sep 30, 202515-50.00%174,433-81.79%21.35%4-63.64%3-72.73%
Jun 30, 202532-3.03%987,784-5.80%136.40%1362.50%1110.00%

Recent Insider Transactions


DateNameRoleActivityValue
Mar 27, 2026Marano Thompson Melissa-Buy$28.15K
Apr 09, 2025Staggs Dana PresidentBuy$2.74K
Mar 31, 2025Emrich John Scott-Sell$21.01K
Mar 14, 2025FARRELL PATRICK JOSEPH Chief Financial OfficerBuy$24.20K
Mar 07, 2025FARRELL PATRICK JOSEPH Chief Financial OfficerBuy$21.20K

Insider Transactions Trends


DateBuySell
2025 Q21-
2025 Q123
2024 Q31-
2024 Q11-
2023 Q41-

BANX Ownership FAQ


Who Owns ArrowMark Financial?

ArrowMark Financial shareholders are primarily institutional investors at 22.61%, followed by 0.02% insiders and 77.37% retail investors. The average institutional ownership in ArrowMark Financial's industry, Asset Management Stocks, is 45.53%, which ArrowMark Financial falls below.

Who owns the most shares of ArrowMark Financial?

ArrowMark Financial’s largest shareholders are Arrowmark colorado (884.83K shares, 11.33%), Greenwich investment management (299.28K shares, 4.21%), and Raymond james financial services advisors (244.14K shares, 3.43%). Together, they hold 18.97% 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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