Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in AMTB held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | WELLINGTON MANAGEMENT GROUP LLP | 5.4M | $137.6M | -2.5% | 13.763% | 0.02% |
| 2 | BlackRock, Inc. | 2.8M | $72.2M | +1.1% | 7.220% | 0.00% |
| 3 | Patriot Financial Partners GP II, L.P. | 2.0M | $51.2M | -11.1% | 5.123% | 13.09% |
| 4 | North Reef Capital Management LP | 1.9M | $47.4M | +59.9% | 4.736% | 1.82% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 1.6M | $42.0M | -7.1% | 4.203% | 0.00% |
| 6 | DIMENSIONAL FUND ADVISORS LP | 1.6M | $39.9M | +12.7% | 3.994% | 0.01% |
| 7 | STATE STREET CORP | 1.3M | $32.2M | +11.1% | 3.224% | 0.00% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 923K | $23.6M | +0.8% | 2.355% | 0.00% |
| 9 | AMERICAN CENTURY COMPANIES INC | 846K | $21.6M | +60.2% | 2.160% | 0.01% |
| 10 | TWO SIGMA INVESTMENTS, LP | 701K | $17.9M | +59.0% | 1.788% | 0.01% |
| 11 | BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 497K | $12.7M | β | 1.269% | 0.51% |
| 12 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 473K | $12.1M | +0.4% | 1.206% | 0.04% |
| 13 | VANGUARD PORTFOLIO MANAGEMENT LLC | 427K | $10.9M | +2.0% | 1.090% | 0.00% |
| 14 | MALTESE CAPITAL MANAGEMENT LLC | 420K | $10.7M | -14.7% | 1.072% | 1.95% |
| 15 | GOLDMAN SACHS GROUP INC | 343K | $8.8M | +14.5% | 0.876% | 0.00% |
| 16 | MENDON CAPITAL ADVISORS CORP | 328K | $8.4M | +19.8% | 0.836% | 2.95% |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 317K | $8.1M | -12.3% | 0.809% | 0.00% |
| 18 | NORTHERN TRUST CORP | 303K | $7.7M | +0.1% | 0.773% | 0.00% |
| 19 | Curi Capital, LLC | 300K | $7.7M | +20.0% | 0.766% | 0.12% |
| 20 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 265K | $6.8M | 0.0% | 0.676% | 0.12% |
| 21 | VANGUARD FIDUCIARY TRUST CO | 241K | $6.2M | -5.1% | 0.616% | 0.00% |
| 22 | UBS Group AG | 207K | $5.3M | -76.4% | 0.528% | 0.00% |
| 23 | CITADEL ADVISORS LLC | 200K | $5.1M | +680.7% | 0.511% | 0.00% |
| 24 | PEREGRINE CAPITAL MANAGEMENT LLC | 196K | $5.0M | -8.1% | 0.501% | 0.16% |
| 25 | BANC FUNDS CO LLC | 174K | $4.4M | -3.3% | 0.444% | 0.73% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in AMTB β a direct measure of their conviction.
Filings activity in AMTB during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 144 | 3.4% | 68.97% | +2.96 pp | $681M | +15% |
| Q1 2026 | 149 | +6.4% | 66.01% | +2.87 pp | $592M | +19% |
| Q4 2025 | 140 | +6.9% | 63.14% | 0.84 pp | $499M | 0.4% |
| Q3 2025 | 131 | +2.3% | 63.98% | 0.61 pp | $501M | +3.6% |
| Q2 2025 | 128 | +1.6% | 64.59% | 1.11 pp | $483M | 14% |
| Q1 2025 | 126 | +8.6% | 65.70% | +1.78 pp | $563M | 5.6% |
| Q4 2024 | 116 | +2.7% | 63.92% | +5.15 pp | $597M | +14% |
| Q3 2024 | 113 | β | 58.77% | β | $523M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying AMTB stock.
Based on Q2 2026 13F filings, institutional ownership of Amerant Bancorp Inc. stands at 69.0%, held across 144 reporting institutions.
WELLINGTON MANAGEMENT GROUP LLP is the largest reported institutional holder of AMTB, with approximately 5,392,594 shares worth $0.14B as of Q2 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of AMTB, including TWO SIGMA INVESTMENTS, LP, CITADEL ADVISORS LLC.
Our composite Smart Money Score for AMTB is 60 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
18 institutions opened new positions in AMTB during Q2 2026, while 21 fully exited. 96 added to existing positions and 27 trimmed.
AMTB institutional ownership rose by 2.96 percentage points quarter-over-quarter, with a net change of -5 holders.
The top 10 institutions account for 71.3% of all reported 13F value in AMTB, and the top 25 account for 88.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Amerant Bancorp Inc. (AMTB) Institutional Ownership