Primis Financial Ownership | Who Owns Primis Financial?


OverviewRevenueFinancialsChartTranscripts

Primis Financial Ownership Summary


Primis Financial is owned by 78.07% institutional investors, 3.36% insiders, and 18.57% retail investors. Blackrock is the largest institutional shareholder, holding 7.93% of FRST shares. RMB Mendon Financial Services A is the top mutual fund, with 4.07% of its assets in Primis Financial shares.

FRST Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockPrimis Financial78.07%3.36%18.57%
SectorFinancial Services Stocks 51.64%15.54%32.82%
IndustryRegional Banks Stocks53.95%12.38%33.68%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock1.95M7.93%$20.48M
Blackrock funding, inc. /de1.94M7.85%$21.05M
Banc funds1.37M5.54%$14.85M
Mendon capital advisors1.30M5.27%$14.13M
Patriot financial partners gp, lp1.22M4.93%$13.21M
Dimensional fund advisors lp1.16M4.70%$13.53M
Vanguard group1.16M4.68%$13.48M
Maltese capital management1.03M4.15%$11.13M
Rmb capital management1.00M4.06%$10.88M
Fourthstone898.01K3.64%$10.47M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Mendon capital advisors1.30M6.85%$14.13M
Salzhauer michael758.85K4.82%$8.23M
Patriot financial partners gp, lp1.22M4.66%$13.21M
Banc funds1.37M2.25%$14.85M
Fourthstone898.01K2.04%$10.47M
Petiole usa230.22K1.77%$2.50M
Pl capital advisors475.24K1.72%$5.16M
Maltese capital management1.03M1.56%$11.13M
Rhino investment partners456.53K1.36%$4.95M
Corbyn investment management inc/md291.00K1.06%$3.16M

Top Buyers

HolderShares% AssetsChange
Fourthstone898.01K2.04%650.82K
Csm advisors378.42K0.12%378.42K
Blackrock1.95M0.00%238.29K
Mendon capital advisors1.30M6.85%185.08K
Rmb capital management1.00M0.21%109.36K

Top Sellers

HolderShares% AssetsChange
Hotchkis & wiley capital management---316.45K
Rhino investment partners456.53K1.36%-241.37K
Banc funds1.37M2.25%-232.27K
Alliancebernstein187.46K0.00%-169.26K
Segall bryant & hamill---167.25K

New Positions

HolderShares% AssetsChangeValue
Csm advisors378.42K0.12%378.42K$4.11M
Mml investors services25.33K0.00%25.33K$265.00K
Jump financial11.85K0.00%11.85K$128.62K
Susquehanna group, llp11.69K-11.69K$136.29K
Xtx topco11.23K0.01%11.23K$121.87K

Sold Out

HolderChange
Ifp advisors-1.00
True wealth design-2.00
Nelson, van denburg & campbell wealth management group-6.00
Advisor group-28.00
Smartleaf asset management-30.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 2025116-4.13%19,284,067-0.53%781.27%53-10.17%4110.81%
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%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
RMB Mendon Financial Services A1.00M4.07%-
Vanguard Total Stock Mkt Idx Inv728.30K2.96%-16.06K
Vanguard US Total Market Shares ETF710.70K2.88%-
Foundry Partners Micro Cap Value581.83K2.36%-
iShares Russell 2000 ETF522.62K2.12%-9.97K
Kennedy Micro Cap347.62K1.41%25.05K
DFA US Small Cap Value I320.64K1.30%-
Boston Partners Small Cap Value II Inv230.46K0.94%2.89K
Cromwell Greenspring Mid Cap Instl224.10K0.91%-12.50K
Fidelity Small Cap Index214.88K0.87%-6.61K

Recent Insider Transactions


DateNameRoleActivityValue
Sep 09, 2025Johnson Eric Alan-Buy$20.00K
Aug 06, 2025GARRETT F L III-Buy$25.03K
Aug 05, 2025GARRETT F L III-Buy$19.95K
Mar 12, 2025Biagas John Fitzgerald-Buy$99.70K
Feb 06, 2025COOK WILLIAM RAND-Buy$25.00K

Insider Transactions Trends


DateBuySell
2025 Q33-
2025 Q17-
2024 Q461
2024 Q3--
2024 Q112-

FRST Ownership FAQ


Who Owns Primis Financial?

Primis Financial shareholders are primarily institutional investors at 78.07%, followed by 3.36% insiders and 18.57% retail investors. The average institutional ownership in Primis Financial's industry, Regional Banks Stocks, is 53.95%, which Primis Financial exceeds.

Who owns the most shares of Primis Financial?

Primis Financial’s largest shareholders are Blackrock (1.95M shares, 7.93%), Blackrock funding, inc. /de (1.94M shares, 7.85%), and Banc funds (1.37M shares, 5.54%). Together, they hold 21.32% 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 6.85% of its assets in 1.3M Primis Financial shares, valued at 14.13M$.

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 4.07% of its total shares outstanding invested in 1M Primis Financial shares.

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