City Ownership | Who Owns City?
City Ownership Summary
City is owned by 73.72% institutional investors, 4.19% insiders, and 22.09% retail investors. Blackrock is the largest institutional shareholder, holding 14.43% of CHCO shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.94% of its assets in City shares.
CHCO Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | City | 73.72% | 4.19% | 22.09% |
| 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 | 2.14M | 14.43% | $226.90M |
| Blackrock funding, inc. /de | 2.05M | 14.17% | $250.94M |
| Vanguard group | 1.75M | 11.95% | $207.22M |
| State street | 680.05K | 4.65% | $80.57M |
| Westwood group | 616.15K | 4.26% | $75.43M |
| Charles schwab investment management | 550.75K | 3.76% | $65.25M |
| Dimensional fund advisors lp | 530.99K | 3.63% | $62.91M |
| Macquarie group | 515.80K | 3.52% | $61.11M |
| Geode capital management | 354.24K | 2.42% | $41.98M |
| Jpmorgan chase | 262.24K | 1.79% | $31.07M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| City | 256.05K | 3.99% | $31.72M |
| Carolina wealth advisors | 45.10K | 2.41% | $5.59M |
| Barr e s | 130.70K | 0.92% | $15.49M |
| Westwood group | 616.15K | 0.66% | $75.43M |
| Lanham o'dell & company | 12.28K | 0.63% | $1.50M |
| Leeward investments, llc - ma | 82.52K | 0.49% | $9.78M |
| Truemark investments | 18.37K | 0.49% | $2.25M |
| Longboard asset management, lp | 1.78K | 0.36% | $220.24K |
| Axxcess wealth management | 109.42K | 0.31% | $12.96M |
| Kentucky trust | 3.65K | 0.24% | $452.25K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ubs group | 144.76K | 0.00% | 119.74K |
| Jpmorgan chase | 262.24K | 0.00% | 51.05K |
| Goldman sachs group | 166.47K | 0.00% | 50.27K |
| Norges bank | 43.91K | 0.00% | 43.91K |
| Charles schwab investment management | 550.75K | 0.01% | 22.23K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 2.05M | 0.00% | -86.40K |
| Blackrock | 2.14M | 0.01% | -38.35K |
| Westwood group | 616.15K | 0.66% | -15.43K |
| Texas permanent school fund | - | - | -13.03K |
| Thrivent financial for lutherans | - | - | -11.36K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 43.91K | 0.00% | 43.91K | $5.20M |
| Truemark investments | 18.37K | 0.49% | 18.37K | $2.25M |
| Marshall wace, llp | 18.10K | 0.00% | 18.10K | $2.22M |
| Mariner | 8.55K | 0.00% | 8.55K | $1.05M |
| Brevan howard capital management lp | 4.78K | 0.00% | 4.78K | $585.53K |
Sold Out
| Holder | Change |
|---|---|
| Cibc private wealth group | -1.00 |
| Mendota financial group | -1.00 |
| Golden state wealth management | -2.00 |
| Hemington wealth management | -9.00 |
| Ronald blue trust | -11.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 219 | 0.46% | 10,664,766 | -0.98% | 73 | 1.36% | 97 | 11.49% | 81 | -5.81% |
| Mar 31, 2025 | 217 | -0.46% | 10,767,827 | -0.37% | 73 | 1.35% | 87 | -10.31% | 85 | 16.44% |
| Dec 31, 2024 | 156 | -23.90% | 7,740,407 | -26.41% | 52 | 1.02% | 66 | -25.00% | 49 | -28.99% |
| Sep 30, 2024 | 205 | 5.13% | 10,517,959 | 0.01% | 71 | 1.40% | 88 | 7.32% | 69 | -1.43% |
| Jun 30, 2024 | 191 | 2.69% | 10,513,841 | -0.49% | 71 | 1.39% | 79 | 11.27% | 70 | -2.78% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 861.32K | 5.94% | - |
| Vanguard Total Stock Mkt Idx Inv | 438.08K | 3.02% | -9.71K |
| Vanguard US Total Market Shares ETF | 440.16K | 2.99% | 378.00 |
| Delaware Small Cap Core I | 424.46K | 2.89% | -2.63K |
| Schwab US Dividend Equity ETF™ | 410.63K | 2.83% | 77.00 |
| iShares Russell 2000 ETF | 345.08K | 2.38% | - |
| Vanguard Small Cap Index | 333.85K | 2.30% | -2.22K |
| Macquarie Small Cap Core I | 331.84K | 2.29% | -111.19K |
| Vanguard Small Cap Value Index Inv | 214.52K | 1.48% | 13.00 |
| Westwood Mgt SmallCap Value | 168.31K | 1.16% | 1.42K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Oct 16, 2025 | STRONG-TREISTER DIANE W | - | Buy | $15.01K |
| Oct 16, 2025 | Reyes Javier A | - | Buy | $12.31K |
| Oct 16, 2025 | FISHER ROBERT D | - | Buy | $21.45K |
| Jul 28, 2025 | STRONG-TREISTER DIANE W | - | Buy | $12.96K |
| Jul 28, 2025 | Reyes Javier A | - | Buy | $11.43K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | 3 | - |
| 2025 Q3 | 3 | 2 |
| 2025 Q2 | 6 | 3 |
| 2025 Q1 | 3 | 5 |
| 2024 Q4 | 5 | 16 |
CHCO Ownership FAQ
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