Bryn Mawr Bank Corporation (BMTC) Ownership

45.01 ↑0.00 (0.00%)

As of December 31, 2021, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

Franklin Resources Inc is the biggest individual institutional holder of Bryn Mawr Bank Corporation (BMTC), owning a total of 1.6 million shares. Combined, the top 20 institutional holders of BMTC own 57.97% of the company with a total of 11.5 million shares.

In the latest ownership report on September 30th 2021, the top 20 institutional holders increased their combined ownership of BMTC by 9 thousand shares. 7 institutions bought 295,733 total additional shares and increased their ownership by an average of 6.01%. However 13 institutions sold 287,182 total shares and decreased their ownership by an average of 5.58%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Bryn Mawr Bank Corporation increased by a net total of 8,551 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Franklin Resources Inc	7.875%	-0.102%	1,567,239	-1,599	2021-09-30
ARP AMERICAS LLC	7.305%	17.947%	1,453,723	221,204	2021-09-30
Champlain Investment Partners, LLC	5.116%	1.280%	1,018,045	12,870	2021-09-30
Dimensional Fund Advisors, Inc.	4.983%	-0.368%	991,613	-3,664	2021-09-30
Vanguard Group Inc	4.921%	-1.913%	979,406	-19,101	2021-09-30
Bank of America Corp	4.758%	3.282%	946,780	30,085	2021-09-30
Macquarie Group Ltd	3.248%	-0.247%	646,466	-1,599	2021-09-30
State Street Corporation	2.813%	-13.525%	559,840	-87,562	2021-09-30
Renaissance Technologies Corp	2.601%	-3.577%	517,558	-19,200	2021-09-30
Manufacturers Life Insurance Co	2.201%	0.504%	438,000	2,196	2021-09-30
Geode Capital Management, LLC	1.717%	0.428%	341,786	1,458	2021-09-30
Loomis, Sayles & Company LP	1.696%	-2.632%	337,590	-9,124	2021-09-30
Eagle Asset Management, Inc.	1.458%	-15.736%	290,203	-54,196	2021-09-30
Earnest Partners LLC	1.286%	-16.427%	255,862	-50,292	2021-09-30
ProShare Advisors LLC	1.184%	4.933%	235,585	11,075	2021-09-30
North Star Asset Management Inc	1.129%	-3.507%	224,655	-8,164	2021-09-30
Wells Fargo & Co	1.114%	-8.551%	221,616	-20,723	2021-09-30
Northern Trust Corp	1.032%	-4.354%	205,439	-9,351	2021-09-30
Morgan Stanley - Brokerage Accounts	0.834%	-1.546%	165,973	-2,607	2021-09-30
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0.703%	13.700%	139,800	16,845	2021-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Franklin Resources Inc	7.875%	-0.102%	1,567,239	-1,599	2021-09-30
ARP AMERICAS LLC	7.305%	17.947%	1,453,723	221,204	2021-09-30
Champlain Investment Partners, LLC	5.116%	1.280%	1,018,045	12,870	2021-09-30
Dimensional Fund Advisors, Inc.	4.983%	-0.368%	991,613	-3,664	2021-09-30
Vanguard Group Inc	4.921%	-1.913%	979,406	-19,101	2021-09-30
Bank of America Corp	4.758%	3.282%	946,780	30,085	2021-09-30
Macquarie Group Ltd	3.248%	-0.247%	646,466	-1,599	2021-09-30
State Street Corporation	2.813%	-13.525%	559,840	-87,562	2021-09-30
Renaissance Technologies Corp	2.601%	-3.577%	517,558	-19,200	2021-09-30
Manufacturers Life Insurance Co	2.201%	0.504%	438,000	2,196	2021-09-30
Geode Capital Management, LLC	1.717%	0.428%	341,786	1,458	2021-09-30
Loomis, Sayles & Company LP	1.696%	-2.632%	337,590	-9,124	2021-09-30
Eagle Asset Management, Inc.	1.458%	-15.736%	290,203	-54,196	2021-09-30
Earnest Partners LLC	1.286%	-16.427%	255,862	-50,292	2021-09-30
ProShare Advisors LLC	1.184%	4.933%	235,585	11,075	2021-09-30
North Star Asset Management Inc	1.129%	-3.507%	224,655	-8,164	2021-09-30
Wells Fargo & Co	1.114%	-8.551%	221,616	-20,723	2021-09-30
Northern Trust Corp	1.032%	-4.354%	205,439	-9,351	2021-09-30
Morgan Stanley - Brokerage Accounts	0.834%	-1.546%	165,973	-2,607	2021-09-30
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0.703%	13.700%	139,800	16,845	2021-09-30

Mutual Fund Ownership

Franklin US Small Cap Value Equity is the biggest individual fund holder of Bryn Mawr Bank Corporation (BMTC), owning a total of 1 million shares. Combined, the top 20 mutual fund holders of BMTC own 41.54% of the company with a total of 8.3 million shares.

In the latest ownership report on December 31st 2021, the top 20 fund holders increased their combined ownership of BMTC by 23 thousand shares. 4 funds bought 49,697 total additional shares and increased their ownership by an average of 2.73%. However 4 funds sold 26,266 total shares and decreased their ownership by an average of 2.6%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Bryn Mawr Bank Corporation increased by a net total of 23,431 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Franklin US Small Cap Value Equity	4.965%	0.000%	988,052	0	2021-12-31
Franklin Small Cap Value SMA Composite	4.965%	0.000%	988,052	0	2021-12-31
Franklin Small Cap Value A	4.965%	0.000%	988,052	0	2021-12-31
Champlain Small Company Fund, LLC	4.043%	0.229%	804,575	1,835	2021-12-31
Vanguard Total Stock Mkt Idx Inv	2.849%	4.613%	566,925	25,000	2021-12-31
Delaware Small Cap Core I	2.673%	-0.590%	532,001	-3,159	2021-12-31
Macquarie US Small Cap Core Equity	2.673%	2.588%	532,001	13,423	2021-12-31
Vanguard Extended Market Index Investor	1.414%	3.471%	281,384	9,439	2021-12-31
Franklin Small Cap Value VIP 1	1.398%	0.000%	278,146	0	2021-12-31
JHancock Regional Bank A	1.351%	-1.589%	268,930	-4,343	2021-12-31
Eagle Small Cap Strategy - Retail	1.101%	-4.107%	219,057	-9,382	2021-12-31
Eagle Small Cap Strategy (Vermont Team)	1.101%	-4.107%	219,057	-9,382	2021-12-31
DFA US Targeted Value I	1.021%	0.000%	203,273	0	2021-12-31
DFA US Small Cap I	0.945%	0.000%	188,059	0	2021-12-31
DFA US Micro Cap I	0.823%	0.000%	163,867	0	2021-12-31
Fidelity® Extended Market Index	0.541%	0.000%	107,687	0	2021-12-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Franklin US Small Cap Value Equity	4.965%	0.000%	988,052	0	2021-12-31
Franklin Small Cap Value SMA Composite	4.965%	0.000%	988,052	0	2021-12-31
Franklin Small Cap Value A	4.965%	0.000%	988,052	0	2021-12-31
Champlain Small Company Fund, LLC	4.043%	0.229%	804,575	1,835	2021-12-31
Vanguard Total Stock Mkt Idx Inv	2.849%	4.613%	566,925	25,000	2021-12-31
Delaware Small Cap Core I	2.673%	-0.590%	532,001	-3,159	2021-12-31
Macquarie US Small Cap Core Equity	2.673%	2.588%	532,001	13,423	2021-12-31
Champlain Small Company Adv	2.412%	2.128%	480,000	10,000	2021-09-30
Vanguard Extended Market Index Investor	1.414%	3.471%	281,384	9,439	2021-12-31
Franklin Small Cap Value VIP 1	1.398%	0.000%	278,146	0	2021-12-31
JHancock Regional Bank A	1.351%	-1.589%	268,930	-4,343	2021-12-31
Eagle Small Cap Strategy - Retail	1.101%	-4.107%	219,057	-9,382	2021-12-31
Eagle Small Cap Strategy (Vermont Team)	1.101%	-4.107%	219,057	-9,382	2021-12-31
DFA US Targeted Value I	1.021%	0.000%	203,273	0	2021-12-31
Old Westbury Small & Mid Cap Strategies	1.005%	0.000%	200,000	0	2021-10-31
DFA US Small Cap I	0.945%	0.000%	188,059	0	2021-12-31
DFA US Micro Cap I	0.823%	0.000%	163,867	0	2021-12-31
Fidelity® Small Cap Index	0.696%	-1.998%	138,538	-2,825	2021-11-30
Loomis Sayles Small Cap Value Instl	0.598%	0.000%	119,078	0	2021-11-30
Fidelity® Extended Market Index	0.541%	0.000%	107,687	0	2021-12-31