FB Financial Corp (FBK) Ownership

56.59 ↑1.47 (2.67%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of FB Financial Corp (FBK), owning a total of 6.5 million shares. Combined, the top 29 institutional holders of FBK own 73.98% of the company with a total of 34.6 million shares.

In the latest ownership report on June 30th 2024, the top 29 institutional holders decreased their combined ownership of FBK by 3 thousand shares. 10 institutions bought 442,771 total additional shares and increased their ownership by an average of 5.55%. However 10 institutions sold 445,561 total shares and decreased their ownership by an average of 2.7%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of FB Financial Corp decreased by a net total of -2,790 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	13.926%	1.676%	6,498,359	107,129	2024-06-30
T. Rowe Price Investment Management,Inc.	10.041%	-6.044%	4,685,113	-301,407	2024-06-30
Vanguard Group Inc	5.271%	-0.193%	2,459,548	-4,747	2024-06-30
Dimensional Fund Advisors, Inc.	4.153%	5.819%	1,937,631	106,553	2024-06-30
State Street Corp	3.255%	-3.031%	1,518,743	-47,472	2024-06-30
Wasatch Advisors LP	2.509%	-2.392%	1,170,767	-28,690	2024-06-30
HHG PLC	2.422%	-0.603%	1,129,959	-6,859	2024-06-30
Bank of America Corp	2.005%	7.948%	935,564	68,883	2024-06-30
Geode Capital Management, LLC	1.732%	3.570%	808,340	27,861	2024-06-30
Goldman Sachs Group Inc	1.317%	8.131%	614,317	46,193	2024-06-30
Morgan Stanley - Brokerage Accounts	1.046%	-1.920%	488,232	-9,558	2024-06-30
Earnest Partners LLC	0.986%	-1.737%	460,266	-8,137	2024-06-30
Charles Schwab Investment Management Inc	0.768%	11.233%	358,548	36,208	2024-06-30
Northern Trust Corp	0.765%	-3.328%	356,959	-12,288	2024-06-30
Bridgeway Capital Management, LLC	0.745%	2.766%	347,750	9,360	2024-06-30
Heartland Advisors Inc	0.721%	5.598%	336,459	17,837	2024-06-30
Bank of New York Mellon Corp	0.713%	-5.798%	332,648	-20,472	2024-06-30
Penn Capital Management Company LLC	0.648%	-1.923%	302,485	-5,931	2024-06-30
Ameriprise Financial Inc	0.604%	8.658%	281,715	22,448	2024-06-30
New York State Common Retirement Fund	0.482%	0.133%	224,733	299	2024-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	13.926%	1.676%	6,498,359	107,129	2024-06-30
T. Rowe Price Associates, Inc.	10.521%	0.135%	4,937,234	6,639	2022-06-30
T. Rowe Price Investment Management,Inc.	10.041%	-6.044%	4,685,113	-301,407	2024-06-30
Vanguard Group Inc	5.271%	-0.193%	2,459,548	-4,747	2024-06-30
Dimensional Fund Advisors, Inc.	4.153%	5.819%	1,937,631	106,553	2024-06-30
State Street Corporation	3.358%	-0.026%	1,566,215	-407	2024-03-31
State Street Corp	3.255%	-3.031%	1,518,743	-47,472	2024-06-30
Wasatch Advisors LP	2.509%	-2.392%	1,170,767	-28,690	2024-06-30
HHG PLC	2.422%	-0.603%	1,129,959	-6,859	2024-06-30
Wasatch Advisors Inc.	2.262%	26.314%	1,060,062	220,835	2023-12-31
Bank of America Corp	2.005%	7.948%	935,564	68,883	2024-06-30
Geode Capital Management, LLC	1.732%	3.570%	808,340	27,861	2024-06-30
Goldman Sachs Group Inc	1.317%	8.131%	614,317	46,193	2024-06-30
Morgan Stanley - Brokerage Accounts	1.046%	-1.920%	488,232	-9,558	2024-06-30
Earnest Partners LLC	0.986%	-1.737%	460,266	-8,137	2024-06-30
Cardinal Capital Management Llc	0.876%	-18.207%	408,440	-90,918	2024-03-31
Charles Schwab Investment Management Inc	0.768%	11.233%	358,548	36,208	2024-06-30
Northern Trust Corp	0.765%	-3.328%	356,959	-12,288	2024-06-30
Bridgeway Capital Management, LLC	0.745%	2.766%	347,750	9,360	2024-06-30
Heartland Advisors Inc	0.721%	5.598%	336,459	17,837	2024-06-30
Bank of New York Mellon Corp	0.713%	-5.798%	332,648	-20,472	2024-06-30
Victory Capital Management Inc.	0.667%	-49.238%	312,649	-303,257	2023-09-30
ELEQUIN CAPITAL LP	0.661%	0.000%	308,416	308,416	2024-03-31
Penn Capital Management Company LLC	0.648%	-1.923%	302,485	-5,931	2024-06-30
Ameriprise Financial Inc	0.604%	8.658%	281,715	22,448	2024-06-30
Peregrine Capital Management,LLC	0.544%	-4.118%	254,904	-10,949	2023-09-30
Amvescap Plc.	0.507%	-58.294%	237,217	-331,569	2022-12-31
New York State Common Retirement Fund	0.482%	0.133%	224,733	299	2024-06-30
Principal Financial Group Inc	0.476%	-5.658%	223,575	-13,408	2022-09-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of FB Financial Corp (FBK), owning a total of 2.2 million shares. Combined, the top 33 mutual fund holders of FBK own 39.36% of the company with a total of 18.4 million shares.

In the latest ownership report on October 31st 2024, the top 33 fund holders increased their combined ownership of FBK by 3 thousand shares. 3 funds bought 4,875 total additional shares and increased their ownership by an average of 0.31%. However 1 funds sold 2,170 total shares and decreased their ownership by an average of 0.22%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding FB Financial Corp increased by a net total of 2,705 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	4.792%	0.100%	2,236,228	2,232	2024-10-31
iShares Russell 2000 ETF	2.074%	-0.224%	967,864	-2,170	2024-10-31
iShares S&P Small-Cap 600 Value ETF	0.770%	0.090%	359,099	323	2024-10-31
iShares Russell 2000 Value ETF	0.748%	0.000%	348,838	0	2024-10-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.664%	0.754%	310,022	2,320	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	4.792%	0.100%	2,236,228	2,232	2024-10-31
T. Rowe Price Small-Cap Value	3.296%	0.000%	1,537,924	0	2024-09-30
Vanguard Total Stock Mkt Idx Inv	2.416%	0.140%	1,127,198	1,577	2024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr	2.360%	0.839%	1,105,637	9,202	2023-03-31
iShares Russell 2000 ETF	2.074%	-0.224%	967,864	-2,170	2024-10-31
T. Rowe Price U.S. SC Value Eq Tr-Z	1.756%	4.210%	819,354	33,100	2024-09-30
T. Rowe Price Small-Cap Stock	1.737%	-2.278%	810,715	-18,900	2024-09-30
T. Rowe Price US Small-Cap Core Equity	1.737%	-9.174%	810,715	-81,890	2024-09-30
Wasatch Small Cap Value	1.365%	5.863%	636,919	35,276	2024-09-30
Janus Henderson Small Cap Value L	1.190%	0.000%	555,287	0	2024-09-30
Vanguard Institutional Extnd Mkt Idx Tr	1.126%	-4.429%	525,321	-24,343	2024-09-30
Vanguard Extended Market Index Investor	1.030%	-0.022%	482,221	-106	2023-08-31
DFA US Targeted Value I	0.988%	-1.800%	461,191	-8,452	2024-09-30
T. Rowe Price U.S. SC Core Eq Tr-Z	0.871%	-13.054%	406,481	-61,026	2024-09-30
T. Rowe Price Instl Small-Cap Stock	0.861%	-5.190%	401,905	-22,000	2024-09-30
Fidelity Small Cap Index	0.779%	-2.703%	363,334	-10,095	2024-08-31
iShares S&P Small-Cap 600 Value ETF	0.770%	0.090%	359,099	323	2024-10-31
iShares Russell 2000 Value ETF	0.748%	0.000%	348,838	0	2024-10-31
EARNEST Small Cap Core	0.741%	11,274.500%	347,150	344,098	2023-12-31
Fidelity® Small Cap Index	0.734%	2.875%	343,947	9,612	2023-10-31
Integrity Small-Cap Value Comp	0.712%	9.901%	333,000	30,000	2023-06-30
Victory Integrity Small-Cap Value A	0.712%	9.901%	333,000	30,000	2023-06-30
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.664%	0.754%	310,022	2,320	2024-10-31
SPDR® Portfolio S&P 600 Sm Cap ETF	0.658%	0.000%	309,328	0	2024-04-30
Cardinal Capital Mgt Small Cap Value Eq	0.659%	-18.317%	307,230	-68,894	2024-03-31
Heartland Value Plus Investor	0.643%	-4.762%	300,000	-15,000	2024-09-30
Federated Hermes MDT SCC Institutional	0.613%	0.000%	286,072	286,072	2024-09-30
Federated Hermes MDT Small Cap Core IS	0.613%	0.000%	286,072	286,072	2024-09-30
BlackRock Advantage Small Cap Core Instl	0.580%	-1.235%	270,461	-3,382	2024-09-30
T. Rowe Price US Smlr Cm Eq A USD	0.567%	16.262%	264,290	36,967	2024-03-31
Vanguard Tax-Managed Small Cap Adm	0.550%	0.000%	256,788	0	2024-08-31
SPDR® S&P 600 Small Cap Value ETF	0.523%	0.000%	244,745	0	2023-12-29
Goldman Sachs Small Cap Value A	0.495%	-18.926%	231,985	-54,154	2023-09-30