Who owns First Western Financial, Inc.?
Institutional ownership of MYFW from SEC Form 13F filings across 67 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
67
13F holders
$100.5M
value, 2026 filers
34.1%
of shares outstanding (3.3M sh)
11
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of MYFW's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | WELLINGTON MANAGEMENT GROUP LLP | 747,096 | $24.0M | 0.0% | 7.7% | +43.6% |
| 2 | BlackRock, Inc. | 542,706 | $17.4M | 0.0% | 5.6% | +9.3% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 353,519 | $11.4M | 0.0% | 3.6% | -50.0% |
| 4 | MENDON CAPITAL ADVISORS CORP | 215,815 | $6.9M | 2.4% | 2.2% | -14.8% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 201,866 | $6.5M | 0.0% | 2.1% | +12.7% |
| 6 | ALLIANCEBERNSTEIN L.P. | 176,866 | $4.3M | 0.0% | 1.8% | -14.5% |
| 7 | ACADIAN ASSET MANAGEMENT LLC | 134,662 | $4,318 | 0.0% | 1.4% | +29.9% |
| 8 | Brevan Howard Capital Management LP | 75,000 | $2.4M | 0.0% | 0.8% | -25.0% |
| 9 | NORTHERN TRUST CORP | 66,764 | $2.1M | 0.0% | 0.7% | +15.2% |
| 10 | VANGUARD PORTFOLIO MANAGEMENT LLC | 58,368 | $1.9M | 0.0% | 0.6% | +20.3% |
| 11 | Qube Research & Technologies LtdNEW | 56,618 | $1.8M | 0.0% | 0.6% | new |
| 12 | Rosenthal | Henry Capital Advisors, Inc. | 55,113 | $1.8M | — | 0.6% | 0.0% |
| 13 | VANGUARD FIDUCIARY TRUST CO | 52,486 | $1.7M | 0.0% | 0.5% | +2.7% |
| 14 | SEI INVESTMENTS CO | 49,449 | $1.6M | 0.0% | 0.5% | -49.9% |
| 15 | GOLDMAN SACHS GROUP INC | 37,507 | $1.2M | 0.0% | 0.4% | +11.1% |
| 16 | BOOTHBAY FUND MANAGEMENT, LLC | 32,935 | $1.1M | 0.0% | 0.3% | -70.9% |
| 17 | UBS Group AG | 31,688 | $1.0M | 0.0% | 0.3% | +9.8% |
| 18 | FIRST TRUST ADVISORS LP | 28,985 | $930,708 | 0.0% | 0.3% | +3.8% |
| 19 | MORGAN STANLEY | 25,484 | $818,292 | 0.0% | 0.3% | -7.0% |
| 20 | RAYMOND JAMES FINANCIAL INC | 25,000 | $802,750 | 0.0% | 0.3% | 0.0% |
| 21 | Nuveen, LLC | 24,272 | $779,374 | 0.0% | 0.2% | 0.0% |
| 22 | Sixth Street Partners Management Company, L.P.NEW | 23,943 | $768,810 | 0.1% | 0.2% | new |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 23,943 | $768,810 | 0.0% | 0.2% | +15.7% |
| 24 | Lido Advisors, LLC | 23,080 | $741,099 | 0.0% | 0.2% | +76.5% |
| 25 | Bank of New York Mellon Corp | 22,906 | $735,511 | 0.0% | 0.2% | +19.6% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.