Institutional Ownership First Western Financial Inc (MYFW)
This table provides information about the institutional ownership of First Western Financial Inc (MYFW). We have compiled data on the 83 institutions that hold shares in the stock, with a total of 6.03 Million shares, which have been reported (via 13F filing form) to have a value of $141 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
45,316
shares
|
$1.04 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Sippican Capital Advisors
|
Jul 25, 2025 Q2 2025 |
45,100
shares
|
$1.04 Million
0.79% of portfolio
|
Q2 2025
Added 12.55%
|
|
|
Colorado Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
39,744
shares
|
$914,509
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
38,824
shares
|
$893,340
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Los Angeles Capital Management LLC
|
Aug 06, 2025 Q2 2025 |
33,481
shares
|
$770,397
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nuveen, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
32,251
shares
|
$742,095
0.0% of portfolio
|
Q2 2025
Added 14.58%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
28,148
shares
|
$647,685
0.0% of portfolio
|
Q3 2024
Added 2.96%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
27,974
shares
|
$643,681
0.0% of portfolio
|
Q2 2025
Added 32.68%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
27,051
shares
|
$622,443
0.01% of portfolio
|
Q2 2025
Added 9.24%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
25,000
shares
|
$575,250
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
25,000
shares
|
$575,250
0.0% of portfolio
|
Q3 2022
Reduced 3.31%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
24,018
shares
|
$552,654
0.0% of portfolio
|
Q2 2025
Added 6.49%
|
|
|
Persistent Asset Partners LTD
Hong Kong, K3 |
Aug 11, 2025 Q2 2025 |
23,406
shares
|
$538,572
0.39% of portfolio
|
Q2 2025
Added 34.64%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
23,153
shares
|
$532,750
0.0% of portfolio
|
Q2 2025
Reduced 36.14%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
22,957
shares
|
$528,240
0.0% of portfolio
|
Q2 2025
Added 31.45%
|
|
|
Strs Ohio
|
Aug 04, 2025 Q2 2025 |
22,600
shares
|
$520,026
0.0% of portfolio
|
Q2 2025
Reduced 9.24%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
20,465
shares
|
$470,899
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
18,491
shares
|
$425,477
0.0% of portfolio
|
Q2 2025
Added 30.59%
|
|
|
Elco Management Co., LLC
New York, NY |
Aug 04, 2025 Q2 2025 |
18,372
shares
|
$422,739
0.22% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Aug 13, 2025 Q2 2025 |
15,823
shares
|
$364,087
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
15,285
shares
|
$351,707
0.0% of portfolio
|
Q1 2025
Reduced 48.63%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
13,924
shares
|
$320,391
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
13,924
shares
|
$320,391
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Rhumbline Advisers
Boston, MA |
Aug 12, 2025 Q2 2025 |
13,112
shares
|
$301,707
0.0% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
11,723
shares
|
$269,746
0.0% of portfolio
|
Q2 2025
Added 67.45%
|