Primis Financial Ownership | Who Owns Primis Financial?


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Primis Financial Ownership Summary


Primis Financial is owned by 78.30% institutional investors, 3.34% insiders, and 18.36% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 8.13% of FRST shares. RMB Mendon Financial Services A is the top mutual fund, with 3.61% of its assets in Primis Financial shares.

FRST Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockPrimis Financial78.30%3.34%18.36%
SectorFinancial Services Stocks 71.97%15.45%12.58%
IndustryRegional Banks Stocks38.06%12.02%49.92%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de2.01M8.13%$23.41M
Blackrock1.95M7.93%$20.48M
Banc funds1.71M6.94%$19.98M
Patriot financial partners gp, lp1.22M4.93%$14.20M
Dimensional fund advisors lp1.16M4.70%$13.53M
Vanguard group1.16M4.68%$13.48M
Mendon capital advisors1.05M4.26%$12.26M
Maltese capital management901.13K3.65%$10.51M
Fourthstone898.01K3.64%$10.47M
Rmb capital management868.54K3.52%$10.13M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Mendon capital advisors1.05M6.04%$12.26M
Patriot financial partners gp, lp1.22M4.63%$14.20M
Salzhauer michael756.26K4.51%$8.82M
Banc funds1.71M2.20%$19.98M
Fourthstone898.01K2.04%$10.47M
Pl capital advisors475.24K1.89%$5.54M
Petiole usa230.22K1.69%$2.68M
Maltese capital management901.13K1.60%$10.51M
Corbyn investment management inc/md306.93K1.28%$3.58M
Outfitter financial86.27K0.81%$1.01M

Top Buyers

HolderShares% AssetsChange
Fourthstone898.01K2.04%650.82K
Blackrock1.95M0.00%238.29K
Petiole usa230.22K1.69%121.42K
Maltese capital management901.13K1.60%116.44K
Mendon capital advisors1.05M6.04%106.72K

Top Sellers

HolderShares% AssetsChange
Hotchkis & wiley capital management---316.45K
Segall bryant & hamill---182.62K
Alliancebernstein187.46K0.00%-169.26K
Lsv asset management---133.40K
Hillsdale investment management---68.16K

New Positions

HolderShares% AssetsChangeValue
Cary street partners financial66.75K0.03%66.75K$778.30K
Mml investors services25.33K0.00%25.33K$265.00K
State of tennessee, treasury department16.64K0.00%16.64K$193.99K
Susquehanna group, llp11.69K-11.69K$136.29K
Mackenzie financial10.13K0.00%10.13K$106.18K

Sold Out

HolderChange
True wealth design-2.00
Nelson, van denburg & campbell wealth management group-6.00
Advisor group-28.00
Innealta capital-62.00
Quadrant capital group-73.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 20251203.45%19,344,4481.08%781.30%5913.46%37-
Dec 31, 202461-49.59%9,334,673-50.64%370.64%25-56.14%19-44.12%
Sep 30, 2024121-3.97%18,912,1615.73%761.45%57-18.57%3413.33%
Jun 30, 20241255.93%17,887,634-3.44%721.28%6932.69%30-25.00%
Mar 31, 20241183.51%18,523,9410.31%751.34%52-11.86%4037.93%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
RMB Mendon Financial Services A893.54K3.61%-
Vanguard Total Stock Mkt Idx Inv740.75K3.00%-
Vanguard US Total Market Shares ETF710.70K2.88%-
iShares Russell 2000 ETF606.11K2.45%297.00
Foundry Partners Micro Cap Value581.83K2.35%-
Kennedy Micro Cap322.58K1.31%-1.74K
DFA US Small Cap Value I320.64K1.30%-2.16K
Vanguard Institutional Extnd Mkt Idx Tr288.02K1.17%-
Cromwell Greenspring Mid Cap Instl236.60K0.96%-12.06K
Boston Partners Small Cap Value II Inv232.68K0.94%-4.89K

Recent Insider Transactions


DateNameRoleActivityValue
Mar 12, 2025Biagas John Fitzgerald-Buy$99.70K
Feb 06, 2025COOK WILLIAM RAND-Buy$25.00K
Feb 06, 2025Williamson Susan B EVP, Director of Reg RelationsBuy$31.22K
Feb 05, 2025Williamson Susan B EVP, Director of Reg RelationsBuy$2.43K
Feb 04, 2025COOK WILLIAM RAND-Buy$20.32K

Insider Transactions Trends


DateBuySell
2025 Q17-
2024 Q461
2024 Q3--
2024 Q112-
2023 Q4--

FRST Ownership FAQ


Who Owns Primis Financial?

Primis Financial shareholders are primarily institutional investors at 78.30%, followed by 3.34% insiders and 18.36% retail investors. The average institutional ownership in Primis Financial's industry, Regional Banks Stocks, is 38.06%, which Primis Financial exceeds.

Who owns the most shares of Primis Financial?

Primis Financial’s largest shareholders are Blackrock funding, inc. /de (2.01M shares, 8.13%), Blackrock (1.95M shares, 7.93%), and Banc funds (1.71M shares, 6.94%). Together, they hold 23.00% of Primis Financial’s total shares outstanding.

Does Blackrock own Primis Financial?

Yes, BlackRock owns 7.93% of Primis Financial, totaling 1.95M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 20.48M$. In the last quarter, BlackRock increased its holdings by 238.29K shares, a 13.89% change.

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

Mendon capital advisors is Primis Financial’s biggest shareholder by percentage of total assets invested, with 6.04% of its assets in 1.05M Primis Financial shares, valued at 12.26M$.

Who is the top mutual fund holder of Primis Financial shares?

RMB Mendon Financial Services A is the top mutual fund holder of Primis Financial shares, with 3.61% of its total shares outstanding invested in 893.54K Primis Financial shares.

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