Institutional Ownership First Bancorp (FBP)
This table provides information about the institutional ownership of First Bancorp (FBP). We have compiled data on the 296 institutions that hold shares in the stock, with a total of 144 Million shares, which have been reported (via 13F filing form) to have a value of $2.97 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
226
shares
|
$4,664
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
209
shares
|
$4,313
0.0% of portfolio
|
Q2 2025
Reduced 9.91%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
189
shares
|
$3,900
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
154
shares
|
$3,178
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
122
shares
|
$2,518
0.0% of portfolio
|
Q2 2025
Added 430.43%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
120
shares
|
$2,476
0.0% of portfolio
|
Q2 2025
Added 650.0%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
119
shares
|
$2,456
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
118
shares
|
$2,435
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
105
shares
|
$2,167
0.0% of portfolio
|
Q1 2025
Reduced 9.48%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
80
shares
|
$1,651
0.0% of portfolio
|
Q1 2025
Reduced 5.88%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
74
shares
|
$1,527
0.0% of portfolio
|
Q4 2024
Reduced 47.14%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
74
shares
|
$1,527
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
74
shares
|
$1,527
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
69
shares
|
$1,424
0.0% of portfolio
|
Q2 2025
Reduced 94.01%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
58
shares
|
$1,197
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
26
shares
|
$536
0.0% of portfolio
|
Q2 2024
Reduced 83.85%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
19
shares
|
$392
0.0% of portfolio
|
Q2 2025
Reduced 24.0%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
5
shares
|
$103
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4
shares
|
$82
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|