Institutional Ownership First Bancshares Inc (FBMS)
This table provides information about the institutional ownership of First Bancshares Inc (FBMS). We have compiled data on the 153 institutions that hold shares in the stock, with a total of 22.5 Million shares, which have been reported (via 13F filing form) to have a value of $760 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
2,950
shares
|
$99,739
0.0% of portfolio
|
Q1 2025
Added 436.36%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
2,739
shares
|
$92,605
0.0% of portfolio
|
Q1 2025
Reduced 97.04%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,409
shares
|
$81,448
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
1,551
shares
|
$52,439
0.0% of portfolio
|
Q1 2025
Reduced 6.73%
|
|
|
Clear Street Markets LLC
|
May 13, 2025 Q1 2025 |
1,277
shares
|
$43,175
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
824
shares
|
$27,859
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
420
shares
|
$14,200
0.0% of portfolio
|
Q1 2025
Added 2000.0%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
345
shares
|
$11,664
0.0% of portfolio
|
Q3 2024
Reduced 10.85%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
229
shares
|
$7,742
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
202
shares
|
$6,829
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
150
shares
|
$5,071
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
150
shares
|
$5,071
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
150
shares
|
$5,071
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
123
shares
|
$4,158
0.0% of portfolio
|
Q2 2024
Reduced 14.58%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
87
shares
|
$2,941
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
47
shares
|
$1,589
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
45
shares
|
$1,521
0.0% of portfolio
|
Q1 2025
Added 125.0%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
39
shares
|
$1,318
0.0% of portfolio
|
Q2 2024
Reduced 43.48%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
32
shares
|
$1,081
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
22
shares
|
$743
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
17
shares
|
$574
0.0% of portfolio
|
Q1 2025
Reduced 62.22%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
15
shares
|
$507
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
11
shares
|
$371
0.0% of portfolio
|
Q1 2025
Reduced 71.79%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
10
shares
|
$338
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
10
shares
|
$338
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|