Berkshire Hills Bancorp Inc (BHLB) Ownership

29.98 ↑0.00 (0.00%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Berkshire Hills Bancorp Inc (BHLB), owning a total of 6.2 million shares. Combined, the top 32 institutional holders of BHLB own 85.06% of the company with a total of 36.7 million shares.

In the latest ownership report on June 30th 2024, the top 32 institutional holders increased their combined ownership of BHLB by 9 thousand shares. 9 institutions bought 662,231 total additional shares and increased their ownership by an average of 10.89%. However 13 institutions sold 652,863 total shares and decreased their ownership by an average of 3.6%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Berkshire Hills Bancorp increased by a net total of 9,368 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc14.540%-2.578%6,249,763-165,3652024-06-30
Vanguard Group Inc11.732%0.537%5,042,63526,9482024-06-30
Dimensional Fund Advisors, Inc.6.125%1.407%2,632,67136,5212024-06-30
State Street Corp4.889%-0.852%2,101,168-18,0572024-06-30
Clark Capital Management Group Inc3.825%-0.661%1,644,054-10,9472024-06-30
Wellington Management Company LLP3.188%1.095%1,370,35414,8472024-06-30
Morgan Stanley - Brokerage Accounts3.180%-2.425%1,366,992-33,9682024-06-30
AllianceBernstein L.P.3.024%-12.472%1,299,792-185,2172024-06-30
Amvescap Plc.2.437%-12.259%1,047,567-146,3652024-06-30
Geode Capital Management, LLC2.274%3.962%977,49637,2512024-06-30
Systematic Financial Management LP1.950%-2.755%838,194-23,7452024-06-30
Fuller & Thaler Asset Management Inc1.614%-0.026%693,888-1792024-06-30
LSV Asset Management1.500%-5.346%644,503-36,4002024-06-30
American Century Companies Inc1.452%6.542%624,19238,3272024-06-30
Northern Trust Corp1.256%5.291%539,96127,1352024-06-30
Bank of New York Mellon Corp1.176%-0.914%505,543-4,6642024-06-30
Renaissance Technologies Corp0.983%60.436%422,621159,2002024-06-30
Charles Schwab Investment Management Inc0.959%-0.225%412,340-9312024-06-30
Aristotle Capital Boston, LLC0.954%-5.946%409,859-25,9102024-06-30
Nuveen Asset Management, LLC0.900%-0.288%386,777-1,1152024-06-30
Hotchkis & Wiley Capital Management LLC0.656%18.699%281,59044,3602024-06-30
Assenagon Asset Management SA0.646%0.000%277,642277,6422024-06-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc14.540%-2.578%6,249,763-165,3652024-06-30
Vanguard Group Inc11.732%0.537%5,042,63526,9482024-06-30
Dimensional Fund Advisors, Inc.6.125%1.407%2,632,67136,5212024-06-30
State Street Corporation4.933%0.576%2,119,22512,1292024-03-31
State Street Corp4.889%-0.852%2,101,168-18,0572024-06-30
Clark Capital Management Group Inc3.825%-0.661%1,644,054-10,9472024-06-30
Wellington Management Company LLP3.188%1.095%1,370,35414,8472024-06-30
Morgan Stanley - Brokerage Accounts3.180%-2.425%1,366,992-33,9682024-06-30
AllianceBernstein L.P.3.024%-12.472%1,299,792-185,2172024-06-30
William Blair Investment Management, LLC2.463%-18.320%1,093,928-245,3502022-12-31
Amvescap Plc.2.437%-12.259%1,047,567-146,3652024-06-30
Geode Capital Management, LLC2.274%3.962%977,49637,2512024-06-30
Systematic Financial Management LP1.950%-2.755%838,194-23,7452024-06-30
Fuller & Thaler Asset Management Inc1.614%-0.026%693,888-1792024-06-30
LSV Asset Management1.500%-5.346%644,503-36,4002024-06-30
American Century Companies Inc1.452%6.542%624,19238,3272024-06-30
Boston Partners Global Investors, Inc1.424%-3.508%618,161-22,4732023-12-31
Northern Trust Corp1.256%5.291%539,96127,1352024-06-30
Bridgeway Capital Management, LLC1.178%10.087%530,41148,6002022-06-30
Driehaus Capital Management LLC1.158%-23.842%510,004-159,6592023-03-31
Bank of New York Mellon Corp1.176%-0.914%505,543-4,6642024-06-30
Thrivent Financial For Lutherans1.137%-18.775%500,618-115,7182023-03-31
Renaissance Technologies Corp0.983%60.436%422,621159,2002024-06-30
Ameriprise Financial Inc0.937%2.266%416,6649,2332022-09-30
Charles Schwab Investment Management Inc0.959%-0.225%412,340-9312024-06-30
Aristotle Capital Boston, LLC0.954%-5.946%409,859-25,9102024-06-30
HoldCo Asset Management, L.P.0.925%0.000%401,69502023-12-31
Goldman Sachs Group Inc0.898%-30.069%389,752-167,5892023-12-31
Nuveen Asset Management, LLC0.900%-0.288%386,777-1,1152024-06-30
NORGES BANK0.747%-18.801%320,703-74,2542023-12-31
Hotchkis & Wiley Capital Management LLC0.656%18.699%281,59044,3602024-06-30
Assenagon Asset Management SA0.646%0.000%277,642277,6422024-06-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Berkshire Hills Bancorp Inc (BHLB), owning a total of 2.7 million shares. Combined, the top 34 mutual fund holders of BHLB own 48.91% of the company with a total of 21.2 million shares.

In the latest ownership report on October 31st 2024, the top 34 fund holders increased their combined ownership of BHLB by 7 thousand shares. 1 funds bought 2,800 total additional shares and increased their ownership by an average of 0.75%. However 1 funds sold 9,400 total shares and decreased their ownership by an average of 2.93%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Berkshire Hills Bancorp decreased by a net total of -6,600 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF6.229%0.000%2,677,44002024-10-31
iShares Russell 2000 ETF2.224%0.000%955,98902024-10-31
Avantis US Small Cap Value ETF1.141%0.000%490,59702024-10-31
iShares Russell 2000 Value ETF0.896%0.000%385,13502024-10-31
SPDR® Portfolio S&P 600™ Sm Cap ETF0.870%0.755%373,8942,8002024-10-31
SPDR® S&P Regional Banking ETF0.796%0.000%342,16202024-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.724%-2.934%310,984-9,4002024-10-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF6.229%0.000%2,677,44002024-10-31
Vanguard Total Stock Mkt Idx Inv3.196%0.168%1,373,6832,3052024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr2.955%0.101%1,295,0501,3052023-03-31
Vanguard Small Cap Index2.507%-1.479%1,077,556-16,1782024-09-30
Fuller & Thaler Behavioral Small-Cap Eq2.261%0.000%987,21902023-11-30
Fuller & Thaler Behavioral Sm-Cp Eq R62.269%0.000%987,21902023-09-30
iShares Russell 2000 ETF2.224%0.000%955,98902024-10-31
Vanguard Small Cap Value Index Inv1.695%-0.832%728,576-6,1152024-09-30
DFA US Small Cap Value I1.574%0.000%676,41702024-09-30
Vanguard Institutional Extnd Mkt Idx Tr1.558%0.798%669,6065,3012024-09-30
FullerThaler Behavioral Sm-Cp Eq R61.528%0.000%656,76902024-06-30
FullerThaler Behavioral Small-Cap Equity1.528%0.000%656,76902024-08-31
Vanguard Extended Market Index Investor1.413%-0.021%621,806-1282023-08-31
Thrivent Core Small Cap Value1.155%0.000%508,75702023-01-31
Avantis US Small Cap Value ETF1.141%0.000%490,59702024-10-31
Fidelity Small Cap Index1.036%-2.546%445,473-11,6402024-08-31
Invesco Small Cap Core1.015%2.904%436,35912,3152024-09-30
Invesco Main Street Small Cap R61.015%2.904%436,35912,3152024-09-30
Fidelity® Small Cap Index0.979%2.992%427,42612,4162023-10-31
William Blair Small Cap Value I0.900%-4.540%399,255-18,9902022-12-31
iShares Russell 2000 Value ETF0.896%0.000%385,13502024-10-31
SPDR® S&P 600 Small Cap Value ETF0.844%0.000%379,89502022-11-30
SPDR® Portfolio S&P 600 Sm Cap ETF0.865%0.000%375,54402024-04-30
SPDR® Portfolio S&P 600™ Sm Cap ETF0.870%0.755%373,8942,8002024-10-31
DFA US Targeted Value I0.845%0.000%363,07502024-09-30
JHancock Small Cap Value NAV0.827%10.724%355,25934,4072024-09-30
SPDR® S&P Regional Banking ETF0.796%0.000%342,16202024-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.724%-2.934%310,984-9,4002024-10-31
Vanguard Tax-Managed Small Cap Adm0.721%0.000%309,75702024-09-30
Destinations Multi Strategy Alts I0.688%0.000%305,49802023-03-31
iShares S&P Small-Cap 600 Value ETF0.669%0.000%297,00002023-04-28
DFA US Small Cap I0.664%0.000%294,97102023-03-31
Dimensional US Targeted Value ETF0.678%0.000%291,05302024-07-31
AB Small Cap Value Advisor0.642%15.092%279,25936,6202023-12-31

Discussions

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leahmccourt

$BHLB I don't know shit
but I know I'm holdin till I at least triple up

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graffititrain

$BHLB wow
looking like it’s going to be a monster day!

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mezzymez2

$BHLB gonna come down hard today

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RippedInNewYork

$BHLB they don’t want us to shine… But we gon shine…

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