Institutional Ownership First Western Financial Inc (MYFW)
This table provides information about the institutional ownership of First Western Financial Inc (MYFW). We have compiled data on the 92 institutions that hold shares in the stock, with a total of 6.34 Million shares, which have been reported (via 13F filing form) to have a value of $147 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cherry Creek Investment Advisors, Inc.
|
Jan 15, 2026 Q4 2025 |
51,939
shares
|
$1.2 Million
0.53% of portfolio
|
Q1 2024
Reduced 10.36%
|
|
|
Sippican Capital Advisors
|
Oct 27, 2025 Q3 2025 |
47,825
shares
|
$1.11 Million
0.77% of portfolio
|
Q3 2025
Added 6.04%
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
45,316
shares
|
$1.05 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Victory Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
39,320
shares
|
$908,685
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
38,966
shares
|
$900,504
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Persistent Asset Partners LTD
Hong Kong, K3 |
Nov 10, 2025 Q3 2025 |
38,607
shares
|
$892,207
0.61% of portfolio
|
Q3 2025
Added 64.94%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
36,320
shares
|
$839,355
0.0% of portfolio
|
Q3 2025
Added 29.83%
|
|
|
Summer Haven Investment Management, LLC
|
Nov 03, 2025 Q3 2025 |
35,552
shares
|
$821,606
0.48% of portfolio
|
Q3 2025
New holding
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
30,376
shares
|
$701,989
0.01% of portfolio
|
Q3 2025
Added 12.29%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
29,081
shares
|
$672,061
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
28,148
shares
|
$650,500
0.0% of portfolio
|
Q3 2024
Added 2.96%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
26,159
shares
|
$604,534
0.0% of portfolio
|
Q3 2025
Added 12.98%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
25,000
shares
|
$577,750
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
25,000
shares
|
$577,750
0.0% of portfolio
|
Q3 2022
Reduced 3.31%
|
|
|
Nuveen, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
24,101
shares
|
$556,974
0.0% of portfolio
|
Q3 2025
Reduced 25.27%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
24,018
shares
|
$555,055
0.0% of portfolio
|
Q1 2025
Reduced 6.1%
|
|
|
Strs Ohio
|
Oct 30, 2025 Q3 2025 |
22,600
shares
|
$522,286
0.0% of portfolio
|
Q2 2025
Reduced 9.24%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Jan 07, 2026 Q4 2025 |
21,000
shares
|
$485,310
0.11% of portfolio
|
Q4 2025
New holding
|
|
|
Los Angeles Capital Management LLC
|
Oct 20, 2025 Q3 2025 |
20,662
shares
|
$477,498
0.0% of portfolio
|
Q3 2025
Reduced 38.29%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
20,544
shares
|
$474,771
0.0% of portfolio
|
Q3 2025
Reduced 10.51%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
20,465
shares
|
$472,946
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
19,000
shares
|
$439,090
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Round Rock Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
18,210
shares
|
$420,833
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 14, 2025 Q3 2025 |
15,973
shares
|
$369,136
0.0% of portfolio
|
Q3 2025
Added 75.93%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Nov 13, 2025 Q3 2025 |
14,955
shares
|
$345,610
0.0% of portfolio
|
Q3 2025
Reduced 5.49%
|
|