Berkshire Hills Bancorp Ownership | Who Owns Berkshire Hills Bancorp?
Berkshire Hills Bancorp Ownership Summary
Berkshire Hills Bancorp is owned by 97.64% institutional investors, 0.97% insiders, and 1.39% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 14.83% of BHLB shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.88% of its assets in Berkshire Hills Bancorp shares.
BHLB Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Berkshire Hills Bancorp | 97.64% | 0.97% | 1.39% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Regional Banks Stocks | 53.95% | 12.38% | 33.68% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 6.78M | 14.83% | $169.81M |
| Blackrock | 6.25M | 14.61% | $142.49M |
| Vanguard group | 5.15M | 12.22% | $146.47M |
| Dimensional fund advisors lp | 2.69M | 6.37% | $76.37M |
| Fuller & thaler asset management | 2.73M | 5.98% | $68.46M |
| State street | 2.26M | 5.36% | $64.21M |
| Invesco | 1.29M | 3.06% | $36.72M |
| Adage capital partners gp | 1.33M | 2.90% | $33.18M |
| Alliancebernstein | 1.09M | 2.58% | $30.92M |
| Wellington management group llp | 1.05M | 2.50% | $29.91M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Strategic value bank partners | 623.75K | 8.93% | $15.62M |
| Bayview asset management | 344.83K | 3.31% | $8.63M |
| Kestrel investment management | 147.75K | 2.32% | $4.20M |
| Jacobs asset management | 137.93K | 1.97% | $3.45M |
| Ejf capital | 85.37K | 1.70% | $2.14M |
| Ategra capital management | 69.97K | 1.42% | $1.83M |
| Grace & white inc /ny | 199.01K | 1.06% | $5.66M |
| Mendon capital advisors | 79.12K | 0.96% | $1.98M |
| Maltese capital management | 257.50K | 0.90% | $6.45M |
| Fourthstone | 155.17K | 0.86% | $4.41M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fuller & thaler asset management | 2.73M | 0.25% | 891.16K |
| Invesco | 1.29M | 0.01% | 222.16K |
| Arrowstreet capital, limited partnership | 719.10K | 0.01% | 219.76K |
| Ubs group | 244.90K | 0.00% | 186.97K |
| Fourthstone | 155.17K | 0.86% | 155.17K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Clark capital management group | - | - | -688.62K |
| Wellington management group llp | 1.05M | 0.01% | -611.99K |
| Exoduspoint capital management, lp | 115.49K | 0.03% | -467.12K |
| Assenagon asset management | - | - | -312.38K |
| Aristotle capital boston | - | - | -305.69K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Fourthstone | 155.17K | 0.86% | 155.17K | $4.41M |
| Norges bank | 132.57K | 0.00% | 132.57K | $3.77M |
| Mendon capital advisors | 79.12K | 0.96% | 79.12K | $1.98M |
| Ategra capital management | 69.97K | 1.42% | 69.97K | $1.83M |
| Hrt financial lp | 23.44K | 0.00% | 23.44K | $586.00K |
Sold Out
| Holder | Change |
|---|---|
| Ifp advisors | -1.00 |
| Mendota financial group | -6.00 |
| Nelson, van denburg & campbell wealth management group | -9.00 |
| Corecap advisors | -10.00 |
| Stephens consulting | -15.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 228 | -1.30% | 44,652,477 | 3.72% | 97 | 1.10% | 132 | -0.75% | 56 | 5.66% |
| Mar 31, 2025 | 6 | -97.21% | 1,211,995 | -96.98% | 2 | 0.03% | 3 | -97.25% | 3 | -94.34% |
| Dec 31, 2024 | 213 | 13.90% | 40,062,791 | 11.77% | 95 | 1.31% | 108 | 27.06% | 53 | -10.17% |
| Sep 30, 2024 | 187 | 5.06% | 35,844,966 | -0.97% | 85 | 1.17% | 85 | -3.41% | 59 | - |
| Jun 30, 2024 | 175 | -1.13% | 36,182,491 | 1.69% | 84 | 1.22% | 86 | 16.22% | 58 | -3.33% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2.73M | 5.88% | - |
| Undiscovered Managers Behavioral Val L | 2.23M | 4.82% | 487.98K |
| NYLI Merger Arbitrage ETF | 2.05M | 4.42% | - |
| FullerThaler Behavioral Small-Cap Value | 1.82M | 3.93% | -880.00 |
| Vanguard Total Stock Mkt Idx Inv | 1.49M | 3.21% | -32.98K |
| Vanguard US Total Market Shares ETF | 1.37M | 2.96% | 2.31K |
| iShares Russell 2000 ETF | 1.14M | 2.46% | - |
| Vanguard Small Cap Index | 1.13M | 2.44% | -1.71K |
| Vanguard Small Cap Value Index Inv | 722.58K | 1.56% | 529.00 |
| SPDR® S&P Regional Banking ETF | 666.66K | 1.44% | 21.24K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Feb 11, 2025 | Tulchiner Ellen | EVP,Head of Cnsmr Lndng&Pymnts | Sell | $31.53K |
| Apr 25, 2024 | Mhatre Nitin J. | President and CEO | Buy | $24.22K |
| Mar 19, 2024 | Tulchiner Ellen | EVP,Head of Cnsmr Lndng&Pymnts | Sell | $20.10K |
| Mar 07, 2024 | Adofo-Wilson Baye | - | Sell | $2.21K |
| Mar 07, 2024 | Adofo-Wilson Baye | - | Sell | $2.21K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | 1 |
| 2024 Q3 | - | - |
| 2024 Q2 | 1 | - |
BHLB Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools