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 5.89% 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 | 54.08% | 12.36% | 33.57% |
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 |
| Aristotle capital boston | - | - | -305.69K |
| Hsbc | - | - | -179.78K |
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 | 5.89% | - |
| NYLI Merger Arbitrage ETF | 2.05M | 4.42% | - |
| FullerThaler Behavioral Small-Cap Value | 1.82M | 3.93% | -880.00 |
| Undiscovered Managers Behavioral Val L | 1.75M | 3.77% | - |
| 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 |
| FullerThaler Behavioral Small-Cap Equity | 656.77K | 1.42% | - |
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
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