1st Source Ownership | Who Owns 1st Source?
1st Source Ownership Summary
1st Source is owned by 79.28% institutional investors, 26.57% insiders. 1st source bank is the largest institutional shareholder, holding 21.05% of SRCE shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.06% of its assets in 1st Source shares.
SRCE Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | 1st Source | 79.28% | 26.57% | -5.85% |
| Sector | Financial Services Stocks | 493.55% | 13.79% | -407.34% |
| Industry | Regional Banks Stocks | 56.79% | 12.57% | 30.64% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| 1st source bank | 5.11M | 21.05% | $416.95M |
| Blackrock funding, inc. /de | 2.04M | 8.40% | $166.36M |
| Blackrock | 1.60M | 6.52% | $85.55M |
| Dimensional fund advisors lp | 1.47M | 6.04% | $119.67M |
| Vanguard group | 1.32M | 5.40% | $82.28M |
| Vanguard capital management | 733.09K | 3.02% | $59.81M |
| State street | 693.77K | 2.86% | $56.60M |
| American trust | 655.08K | 2.70% | $53.44M |
| Sixth street partners management company | 612.30K | 2.52% | $49.95M |
| Charles schwab investment management | 612.30K | 2.52% | $49.95M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| 1st source bank | 5.11M | 18.90% | $416.95M |
| American trust | 655.08K | 4.12% | $53.44M |
| John w. rosenthal capital management | 25.00K | 1.78% | $2.04M |
| Cm management | 25.00K | 1.30% | $2.04M |
| Values first advisors | 2.75K | 1.06% | $2.22M |
| Dean capital management | 35.00K | 1.03% | $2.86M |
| Denali advisors | 80.90K | 0.66% | $6.60M |
| Indiana trust & investment management | 28.23K | 0.63% | $2.30M |
| Jackson creek investment advisors | 18.27K | 0.54% | $1.64M |
| Dean investment associates | 48.19K | 0.52% | $3.93M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| American trust | 655.08K | 4.12% | 655.08K |
| Sixth street partners management company | 612.30K | 0.01% | 612.30K |
| Victory capital management | 262.55K | 0.01% | 254.88K |
| Blackrock | 1.60M | 0.00% | 159.62K |
| Janus henderson group | 460.42K | 0.02% | 125.25K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | - | - | -471.65K |
| Reinhart partners | - | - | -233.54K |
| Qube research | - | - | -104.83K |
| Maltese capital management | - | - | -69.00K |
| 1st source bank | 5.11M | 18.90% | -68.30K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| American trust | 655.08K | 4.12% | 655.08K | $53.44M |
| Sixth street partners management company | 612.30K | 0.01% | 612.30K | $49.95M |
| Norges bank | 51.11K | 0.00% | 51.11K | $2.98M |
| Sequoia financial advisors | 5.44K | 0.00% | 5.44K | $444.12K |
| Voloridge investment management | 4.29K | 0.00% | 4.29K | $350.39K |
Sold Out
| Holder | Change |
|---|---|
| Twin peaks wealth advisors | -2.00 |
| Caitong asset management | -2.00 |
| Nelson, van denburg & campbell wealth management group | -4.00 |
| Stephens consulting | -5.00 |
| Spire wealth management | -13.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 207 | - | 19,247,048 | 8.47% | 79 | 1.50% | 104 | 5.05% | 68 | -1.45% |
| Mar 31, 2026 | 203 | 2.53% | 17,626,829 | -1.07% | 72 | 1.35% | 97 | 12.79% | 67 | -15.19% |
| Dec 31, 2025 | 99 | -50.50% | 10,894,725 | -39.25% | 44 | 0.84% | 41 | -55.43% | 34 | -49.25% |
| Sep 30, 2025 | 89 | -51.89% | 11,398,418 | -33.83% | 46 | 0.94% | 40 | -59.18% | 22 | -57.69% |
| Jun 30, 2025 | 191 | -1.04% | 18,001,771 | -0.53% | 73 | 1.35% | 101 | 29.49% | 55 | -29.49% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 496.87K | 2.06% | -45.00K |
| Vanguard Morn Total Stk Mkt Idx Investor | 496.87K | 2.06% | -45.00K |
| Vanguard MStar Total Stk Mkt Idx Invest | 496.87K | 2.06% | - |
| iShares Russell 2000 ETF | 491.68K | 2.04% | -8.74K |
| Schwab US Dividend Equity ETF™ | 473.24K | 1.97% | 1.12K |
| Avantis US Small Cap Value ETF | 466.83K | 1.94% | 675.00 |
| Kennedy Small Cap Value | 303.79K | 1.26% | -7.83K |
| Janus Henderson Hrzn Glb SC E2 USD | 303.52K | 1.26% | 2.19K |
| Vanguard US Total Market Shares ETF | 272.28K | 1.11% | 831.00 |
| First Trust SMID Cp Rising Div Achv ETF | 259.20K | 1.06% | 392.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 10, 2026 | Bauer Brett A. | Treasurer and CFO | Sell | $43.95K |
| Feb 13, 2026 | BIRMINGHAM MELODY | - | Buy | $3.54K |
| Nov 14, 2025 | BIRMINGHAM MELODY | - | Buy | $3.51K |
| Aug 15, 2025 | BIRMINGHAM MELODY | - | Buy | $3.32K |
| May 15, 2025 | BIRMINGHAM MELODY | - | Buy | $3.30K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | 1 |
| 2026 Q2 | - | - |
| 2026 Q1 | 1 | - |
| 2025 Q4 | - | 2 |
| 2025 Q3 | - | - |
SRCE Ownership FAQ
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