Institutional Ownership First Bancorp (FBP)
This table provides information about the institutional ownership of First Bancorp (FBP). We have compiled data on the 286 institutions that hold shares in the stock, with a total of 143 Million shares, which have been reported (via 13F filing form) to have a value of $3.11 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,109
shares
|
$24,076
0.0% of portfolio
|
Q3 2022
New holding
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
1,042
shares
|
$22,621
0.0% of portfolio
|
Q2 2025
Added 3.68%
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
1,000
shares
|
$21,710
0.02% of portfolio
|
Q3 2024
Added 10.0%
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
969
shares
|
$21,036
0.0% of portfolio
|
Q2 2025
Added 5.21%
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
830
shares
|
$18,019
0.0% of portfolio
|
Q1 2025
Added 51.46%
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
829
shares
|
$17,997
0.0% of portfolio
|
Q1 2025
Added 15.46%
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
744
shares
|
$16,152
0.0% of portfolio
|
Q1 2025
Added 22.57%
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
558
shares
|
$12,114
0.0% of portfolio
|
Q1 2025
Added 6.29%
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
501
shares
|
$10,876
0.01% of portfolio
|
Q1 2022
Reduced 11.17%
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
500
shares
|
$10,855
0.0% of portfolio
|
Q1 2025
Reduced 83.05%
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
465
shares
|
$10,095
0.0% of portfolio
|
Q2 2025
Reduced 28.13%
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
313
shares
|
$6,795
0.0% of portfolio
|
Q4 2024
New holding
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
309
shares
|
$6,708
0.0% of portfolio
|
Q3 2024
Added 1960.0%
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
299
shares
|
$6,491
0.0% of portfolio
|
Q1 2025
New holding
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
295
shares
|
$6,404
0.0% of portfolio
|
Q2 2022
Reduced 45.87%
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
290
shares
|
$6,295
0.0% of portfolio
|
Q1 2025
Added 222.22%
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
277
shares
|
$6,013
0.0% of portfolio
|
Q3 2023
Added 823.33%
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
232
shares
|
$5,036
0.0% of portfolio
|
Q1 2025
Reduced 6.83%
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
226
shares
|
$4,906
0.0% of portfolio
|
Q3 2024
New holding
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
189
shares
|
$4,103
0.0% of portfolio
|
Q1 2025
New holding
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
118
shares
|
$2,561
0.0% of portfolio
|
Q1 2025
New holding
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
117
shares
|
$2,540
0.0% of portfolio
|
Q1 2025
Added 116.67%
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
105
shares
|
$2,279
0.0% of portfolio
|
Q1 2025
Reduced 9.48%
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
80
shares
|
$1,736
0.0% of portfolio
|
Q1 2025
Reduced 5.88%
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
74
shares
|
$1,606
0.0% of portfolio
|
Q4 2024
New holding
|