Primis Financial Ownership | Who Owns Primis Financial?

Overview RevenueFinancials Chart Transcripts

Primis Financial Ownership Summary

Primis Financial is owned by 48.99% institutional investors, 3.61% insiders, and 47.40% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 8.21% of FRST shares. RMB Mendon Financial Services A is the top mutual fund, with 4.05% of its assets in Primis Financial shares.

FRST Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Primis Financial	48.99%	3.61%	47.40%
Sector	Financial Services Stocks	32.19%	15.44%	52.37%
Industry	Regional Banks Stocks	31.75%	12.70%	55.55%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	2.03M	8.21%	$28.19M
Blackrock	1.95M	7.93%	$20.48M
Vanguard group	1.23M	4.97%	$17.05M
Patriot financial partners gp, lp	1.22M	4.93%	$13.21M
Mendon capital advisors	1.22M	4.93%	$12.82M
Dimensional fund advisors lp	1.19M	4.81%	$15.75M
Alliancebernstein	1.09M	4.42%	$11.47M
Rmb capital management	1.00M	4.06%	$10.54M
Maltese capital management	986.92K	4.00%	$10.37M
North reef capital management lp	974.87K	3.95%	$10.25M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Mendon capital advisors	1.22M	4.92%	$12.82M
Patriot financial partners gp, lp	1.22M	4.66%	$13.21M
Salzhauer michael	689.92K	4.32%	$9.16M
Fourthstone	932.44K	2.43%	$12.97M
Banc funds	788.76K	2.17%	$10.97M
Petiole usa	230.22K	1.67%	$2.42M
Maltese capital management	986.92K	1.57%	$10.37M
Corbyn investment management inc/md	270.28K	1.20%	$3.59M
Pl capital advisors	237.24K	0.95%	$3.15M
North reef capital management lp	974.87K	0.48%	$10.25M

Top Buyers

Holder	Shares	% Assets	Change
North reef capital management lp	974.87K	0.48%	974.87K
Alliancebernstein	1.09M	0.00%	336.15K
Blackrock	1.95M	0.00%	238.29K
Fourthstone	932.44K	2.43%	225.50K
Vanguard fiduciary trust	130.36K	0.00%	130.36K

Top Sellers

Holder	Shares	% Assets	Change
Rhino investment partners	-	-	-456.53K
Kennedy capital management	154.97K	0.04%	-372.45K
Hotchkis & wiley capital management	-	-	-316.45K
Boston partners	-	-	-307.07K
Segall bryant & hamill	-	-	-167.25K

New Positions

Holder	Shares	% Assets	Change	Value
North reef capital management lp	974.87K	0.48%	974.87K	$10.25M
Vanguard fiduciary trust	130.36K	0.00%	130.36K	$1.73M
Los angeles capital management	43.47K	0.00%	43.47K	$577.22K
Squarepoint ops	32.90K	0.00%	32.90K	$345.75K
Mml investors services	25.33K	0.00%	25.33K	$265.00K

Sold Out

Holder	Change
Clearstead advisors	-2.00
Nelson, van denburg & campbell wealth management group	-6.00
Smartleaf asset management	-30.00
Innealta capital	-62.00
Quadrant capital group	-73.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2025	81	-33.06%	12,086,227	-38.26%	48	0.78%	37	-37.29%	25	-30.56%
Sep 30, 2025	118	6.31%	19,576,594	7.14%	79	1.45%	56	12.00%	36	-7.69%
Jun 30, 2025	116	-4.13%	19,284,067	-0.53%	78	1.27%	53	-10.17%	41	10.81%
Mar 31, 2025	120	3.45%	19,344,448	1.08%	78	1.30%	59	13.46%	37	-
Dec 31, 2024	61	-49.59%	9,334,673	-50.64%	37	0.64%	25	-56.14%	19	-44.12%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
RMB Mendon Financial Services A	1.00M	4.05%	-
Vanguard Total Stock Mkt Idx Inv	726.06K	2.93%	-
Vanguard US Total Market Shares ETF	710.70K	2.88%	-
Foundry Partners Micro Cap Value	581.83K	2.36%	-
CS McKee Micro Cap Value	581.83K	2.35%	-
iShares Russell 2000 ETF	527.47K	2.13%	4.46K
DFA US Small Cap Value I	325.02K	1.31%	8.62K
Vanguard Institutional Extnd Mkt Idx Tr	234.70K	0.95%	20.41K
Boston Partners Small Cap Value II Inv	230.46K	0.94%	2.89K
Cromwell Greenspring Mid Cap Instl	209.59K	0.85%	-4.40K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Mar 12, 2026	Biagas John Fitzgerald	-	Buy	$24.64K
Mar 06, 2026	Diaz Deborah	-	Buy	$13.41K
Mar 11, 2026	Biagas John Fitzgerald	-	Buy	$19.77K
Feb 10, 2026	COOK WILLIAM RAND	-	Buy	$25.08K
Feb 05, 2026	COOK WILLIAM RAND	-	Buy	$20.11K

Insider Transactions Trends

Date	Buy	Sell
2026 Q1	6	-
2025 Q4	5	-
2025 Q3	3	-
2025 Q1	7	-
2024 Q4	6	1

FRST Ownership FAQ

Who Owns Primis Financial?

Primis Financial shareholders are primarily institutional investors at 48.99%, followed by 3.61% insiders and 47.40% retail investors. The average institutional ownership in Primis Financial's industry, Regional Banks Stocks, is 31.75%, which Primis Financial exceeds.

Who owns the most shares of Primis Financial?

Primis Financial’s largest shareholders are Blackrock funding, inc. /de (2.03M shares, 8.21%), Blackrock (1.95M shares, 7.93%), and Vanguard group (1.23M shares, 4.97%). Together, they hold 21.11% 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 4.92% of its assets in 1.22M Primis Financial shares, valued at 12.82M$.

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 4.05% of its total shares outstanding invested in 1M Primis Financial shares.

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