First Western Financial, Inc. (MYFW) Ownership
MYFW ownership summary
as of October 18, 2026- Institutions
- 72.8% of shares outstanding
- Insiders
- 12.89% of shares outstanding
- Shares outstanding
- 9.8M
- Float
- 7.8M shares available to trade
- Short interest
- 2.06% 175K shares short
- Days to cover
- 3.76 short interest down 0.5% vs prior month
- Institutions 72.76%
- Insiders 12.89%
- Other investors 14.35%
MYFW top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Wellington Management Company LLP | 7.65% | 747K | $22.0M | +226,767 (+43.6%) | June 30, 2026 |
| 2 | North Reef Capital Management LP | 7.60% | 743K | $21.9M | +26,021 (+3.6%) | June 30, 2026 |
| 3 | BlackRock Inc | 5.56% | 543K | $16.0M | +46,345 (+9.3%) | June 30, 2026 |
| 4 | Vanguard Capital Management, LLC | 3.62% | 354K | $10.4M | −310 (−0.1%) | June 30, 2026 |
| 5 | Banc Funds Co LLC | 3.51% | 342K | $10.1M | −6,000 (−1.7%) | June 30, 2026 |
| 6 | Dimensional Fund Advisors, Inc. | 2.93% | 286K | $8.4M | +24,175 (+9.2%) | June 30, 2026 |
| 7 | Algebris Investment Management (UK) LLP | 2.65% | 259K | $7.6M | −84,959 (−24.7%) | June 30, 2026 |
| 8 | Mendon Capital Advisors Corp | 2.21% | 216K | $6.4M | −37,521 (−14.8%) | June 30, 2026 |
| 9 | Geode Capital Management, LLC | 2.07% | 202K | $5.9M | +22,824 (+12.7%) | June 30, 2026 |
| 10 | Punch & Associates Inv Mgmt Inc | 2.00% | 195K | $5.7M | −53,195 (−21.4%) | June 30, 2026 |
| 11 | Curi Capital, LLC | 1.95% | 190K | $5.6M | −6,634 (−3.4%) | June 30, 2026 |
| 12 | Tieton Capital Management, LLC | 1.92% | 187K | $5.5M | −2,820 (−1.5%) | June 30, 2026 |
| 13 | AllianceBernstein L.P. | 1.81% | 177K | $5.2M | −30,063 (−14.5%) | June 30, 2026 |
| 14 | Diamond Hill Capital Management, LLC | 1.75% | 171K | $5.0M | +10,992 (+6.9%) | June 30, 2026 |
| 15 | Jacobs Asset Management, LLC | 1.43% | 140K | $4.1M | −117,819 (−45.7%) | June 30, 2026 |
| 16 | State Street Corp | 1.43% | 140K | $4.1M | +10,232 (+7.9%) | June 30, 2026 |
| 17 | Acadian Asset Management LLC | 1.38% | 135K | $4.0M | +30,984 (+29.9%) | June 30, 2026 |
| 18 | Hotchkis & Wiley Capital Management LLC | 1.27% | 124K | $3.6M | −7,300 (−5.6%) | June 30, 2026 |
| 19 | First Western Trust Bank | 0.94% | 92K | $2.7M | −5,990 (−6.1%) | June 30, 2026 |
| 20 | Bridgeway Capital Management, LLC | 0.83% | 81K | $2.4M | −2,910 (−3.5%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 8 holders added 398K shares and 12 cut 356K.
MYFW top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Vanguard MStar Total Stk Mkt Idx Invest | 2.66% | 259K | $7.6M | — | August 31, 2026 |
| 2 | iShares Russell 2000 ETF | 2.34% | 229K | $6.7M | −2,624 (−1.1%) | September 30, 2026 |
| 3 | RMB Mendon Financial Services A | 1.79% | 175K | $5.2M | — | August 31, 2026 |
| 4 | Algebris Financial Equity B EUR Acc | 1.11% | 109K | $3.2M | +4,013 (+3.8%) | August 31, 2026 |
| 5 | Fidelity Small Cap Index | 0.95% | 93K | $2.7M | +1,312 (+1.4%) | July 31, 2026 |
| 6 | iShares Russell 2000 Value ETF | 0.80% | 79K | $2.3M | +120 (+0.2%) | September 30, 2026 |
| 7 | Diamond Hill Small Cap Inv | 0.64% | 63K | $1.8M | −4,000 (−6.0%) | September 30, 2026 |
| 8 | Vanguard Russell 2000 ETF | 0.52% | 51K | $1.5M | +817 (+1.6%) | September 30, 2026 |
| 9 | DFA US Small Cap Value I | 0.50% | 49K | $1.4M | +5,773 (+13.4%) | August 31, 2026 |
| 10 | DFA US Targeted Value I | 0.47% | 46K | $1.4M | +608 (+1.3%) | August 31, 2026 |
| 11 | BSF Systematic US Eq Abs Ret A2 USD | 0.42% | 41K | $1.2M | — | December 31, 2025 |
| 12 | Fidelity Extended Market Index | 0.39% | 38K | $1.1M | −206 (−0.5%) | August 31, 2026 |
| 13 | First Trust Dow Jones Sel MicroCap ETF | 0.38% | 37K | $1.1M | — | September 30, 2026 |
| 14 | Acuitas US Microcap Institutional | 0.35% | 34K | $1.0M | −3,043 (−8.2%) | June 30, 2026 |
| 15 | Dimensional US Small Cap Value ETF | 0.35% | 34K | $994,468 | +386 (+1.2%) | September 24, 2026 |
| 16 | iShares Core S&P Total US Stock Mkt ETF | 0.33% | 33K | $963,251 | +30 (+0.1%) | September 30, 2026 |
| 17 | Dimensional US Targeted Value ETF | 0.32% | 31K | $912,479 | +26 (+0.1%) | September 30, 2026 |
| 18 | Dimensional US Small Cap ETF | 0.31% | 30K | $881,586 | — | September 30, 2026 |
| 19 | DFA US Small Cap I | 0.30% | 29K | $863,827 | — | August 31, 2026 |
| 20 | iShares Micro-Cap ETF | 0.28% | 28K | $814,852 | −191 (−0.7%) | September 30, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
MYFW insider transactions
latest 8| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2026-02-04 | Scott C Mitchell | Sell | $26.00 | 915 | $23,790 |
| 2026-02-03 | David R Duncan | Sell | $25.56 | 8,626 | $220,481 |
| 2026-01-28 | David R Duncan | Sell | $24.95 | 3,668 | $91,517 |
| 2026-01-27 | David R Duncan | Sell | $25.11 | 4,406 | $110,635 |
| 2026-01-26 | Scott C Mitchell | Sell | $23.96 | 3,178 | $76,145 |
| 2025-12-12 | Scott C Wylie | Sell | $25.72 | 16,171 | $415,918 |
| 2025-09-11 | Scott C Wylie | Sell | $23.59 | 5,000 | $117,950 |
| 2025-05-09 | Scott C Wylie | Sell | $21.53 | 5,000 | $107,650 |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
MYFW shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns MYFW
Institutional investors own 72.8% of First Western Financial's shares and insiders 12.89%. The largest holder is Wellington Management Company LLP with 7.65% of the shares (747K), as of June 30, 2026. Among the top 20 institutions, 8 added shares and 12 reduced their stake in the latest filings. Short interest is 2.06% of the float, or 3.76 days of average trading volume. The share count rose 99.1% since 2016.
Related: MYFW analyst forecast, MYFW key metrics. See the MYFW stock overview for the latest quote and news.
MYFW ownership FAQ
Who owns the most First Western Financial stock?
The largest shareholders of First Western Financial are Wellington Management Company LLP (7.65%), North Reef Capital Management LP (7.60%), BlackRock Inc (5.56%), Vanguard Capital Management, LLC (3.62%), Banc Funds Co LLC (3.51%).
What percentage of First Western Financial is owned by institutions?
Institutions hold 72.8% of First Western Financial's shares outstanding; insiders hold 12.89%.
Which funds own First Western Financial?
The largest fund holders of First Western Financial are Vanguard MStar Total Stk Mkt Idx Invest (2.66%), iShares Russell 2000 ETF (2.34%), RMB Mendon Financial Services A (1.79%), Algebris Financial Equity B EUR Acc (1.11%), Fidelity Small Cap Index (0.95%).
What is First Western Financial's short interest?
175K shares of First Western Financial were sold short, 2.06% of the float; at the average daily volume it would take 3.76 days to cover.
Are insiders buying or selling First Western Financial?
Of the latest 8 reported insider transactions in First Western Financial (since May 9, 2025), 0 were purchases and 8 were sales.
How many shares of First Western Financial are outstanding?
First Western Financial has 9.8M shares outstanding, of which 7.8M are in the public float.