Who owns First Western Financial Inc?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of MYFW from SEC Form 13F filings across 102 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.
As of the 2026-06-30 reporting period, 102 institutions disclosed 6.7M shares of First Western Financial Inc worth $214.3M — about 68.8% of shares outstanding; the largest disclosed holder is WELLINGTON MANAGEMENT GROUP LLP. Source: SEC Form 13F filings, parsed by EvidInvest.
102
13F holders
$214.3M
value, 2026 filers
68.8%
of shares outstanding (6.7M sh)
15
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 | North Reef Capital Management LP | 742,630 | $23.8M | 0.9% | 7.6% | +3.6% |
| 3 | BlackRock, Inc. | 542,706 | $17.4M | 0.0% | 5.6% | +9.3% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 353,519 | $11.4M | 0.0% | 3.6% | -0.1% |
| 5 | BANC FUNDS CO LLC | 342,404 | $11.0M | 1.8% | 3.5% | -1.7% |
| 6 | DIMENSIONAL FUND ADVISORS LP | 285,909 | $9.2M | 0.0% | 2.9% | +9.2% |
| 7 | ALGEBRIS (UK) LTD | 259,090 | $8.3M | 0.5% | 2.7% | -24.7% |
| 8 | MENDON CAPITAL ADVISORS CORP | 215,815 | $6.9M | 2.4% | 2.2% | -14.8% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 201,866 | $6.5M | 0.0% | 2.1% | +12.7% |
| 10 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 195,000 | $6.3M | 0.3% | 2% | -21.4% |
| 11 | Curi Capital, LLC | 190,422 | $6.1M | 0.1% | 2% | -3.4% |
| 12 | Tieton Capital Management, LLC | 187,274 | $6.0M | 1.7% | 1.9% | -1.5% |
| 13 | ALLIANCEBERNSTEIN L.P. | 176,866 | $4.3M | 0.0% | 1.8% | -14.5% |
| 14 | Diamond Hill Capital Management, LLC (Investment Advisor) | 170,824 | $5.5M | 0.0% | 1.8% | +6.9% |
| 15 | JACOBS ASSET MANAGEMENT, LLC | 140,000 | $4.5M | 2.8% | 1.4% | -45.7% |
| 16 | STATE STREET CORP | 139,551 | $4.5M | 0.0% | 1.4% | +7.9% |
| 17 | ACADIAN ASSET MANAGEMENT LLC | 134,662 | $4.3M | 0.0% | 1.4% | +29.9% |
| 18 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 123,858 | $4.0M | 0.0% | 1.3% | -5.6% |
| 19 | First Western Trust Bank | 92,241 | $3.0M | 0.1% | 0.9% | -6.1% |
| 20 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 80,940 | $2.6M | 0.0% | 0.8% | -3.5% |
| 21 | Brevan Howard Capital Management LP | 75,000 | $2.4M | 0.0% | 0.8% | -25.0% |
| 22 | NORTHERN TRUST CORP | 66,764 | $2.1M | 0.0% | 0.7% | +15.2% |
| 23 | VANGUARD PORTFOLIO MANAGEMENT LLC | 58,368 | $1.9M | 0.0% | 0.6% | +20.3% |
| 24 | RENAISSANCE TECHNOLOGIES LLC | 57,358 | $1.8M | 0.0% | 0.6% | +216.9% |
| 25 | Qube Research & Technologies LtdNEW | 56,618 | $1.8M | 0.0% | 0.6% | new |
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.