50% buyers of institutions opening or closing positions this quarter
new buyers and exits are balanced, ownership fell 14.46 percentage points vs the prior quarter, and no widely-followed fund managers in the top 25.
50% buyers of institutions opening or closing positions this quarter
66.0% institutional ownership
CapWealth Advisors, LLC portfolio allocation
Institutional ownership vs Banks - Regional peers
No Form 4 insider transactions on file
Latest positioning in FBK across 13F flow, ownership shift, marquee holders, and holder-count growth.
Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in FBK held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 6.1M | $317.9M | +2.1% | 11.828% | 0.01% |
| 2 | STATE STREET CORP | 2.3M | $117.7M | +2.7% | 4.379% | 0.00% |
| 3 | DIMENSIONAL FUND ADVISORS LP | 2.0M | $103.9M | +1.4% | 3.866% | 0.02% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 1.9M | $97.9M | — | 3.641% | 0.00% |
| 5 | WESTWOOD HOLDINGS GROUP INC | 1.3M | $65.5M | +1.4% | 2.438% | 0.48% |
| 6 | WELLINGTON MANAGEMENT GROUP LLP | 1.1M | $58.6M | -34.7% | 2.182% | 0.01% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 1.0M | $54.1M | +6.7% | 2.011% | 0.00% |
| 8 | DEPRINCE RACE & ZOLLO INC | 1.0M | $53.8M | +9.4% | 2.003% | 1.02% |
| 9 | LOOMIS SAYLES & CO L P | 913K | $47.4M | -6.4% | 1.763% | 0.06% |
| 10 | VANGUARD PORTFOLIO MANAGEMENT LLC | 790K | $41.0M | — | 1.526% | 0.00% |
| 11 | BANK OF AMERICA CORP /DE/ | 753K | $39.1M | +0.2% | 1.456% | 0.00% |
| 12 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 721K | $37.4M | +49.2% | 1.393% | 0.12% |
| 13 | GOLDMAN SACHS GROUP INC | 668K | $34.7M | +12.3% | 1.291% | 0.00% |
| 14 | FRONTIER CAPITAL MANAGEMENT CO LLC | 655K | $34.0M | +3.2% | 1.266% | 0.35% |
| 15 | Davis Asset Management, L.P. | 619K | $32.2M | 0.0% | 1.196% | 0.93% |
| 16 | FMR LLC | 503K | $26.2M | +15.9% | 0.973% | 0.00% |
| 17 | North Reef Capital Management LP | 500K | $26.0M | -44.0% | 0.966% | 0.89% |
| 18 | MORGAN STANLEY | 499K | $25.9M | -10.1% | 0.964% | 0.00% |
| 19 | FRANKLIN RESOURCES INC | 494K | $25.7M | +24.0% | 0.955% | 0.01% |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 489K | $25.4M | +1.8% | 0.945% | 0.00% |
| 21 | NORTHERN TRUST CORP | 442K | $22.9M | +3.5% | 0.853% | 0.00% |
| 22 | FEDERATED HERMES, INC. | 423K | $22.0M | +6.1% | 0.817% | 0.04% |
| 23 | JANUS HENDERSON GROUP PLC | 385K | $20.0M | -11.8% | 0.745% | 0.01% |
| 24 | Leeward Investments, LLC - MA | 360K | $18.7M | -2.7% | 0.695% | 0.92% |
| 25 | CapWealth Advisors, LLC | 344K | $17.9M | -0.7% | 0.664% | 1.33% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in FBK — a direct measure of their conviction.
Filings activity in FBK during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 276 | +0.0% | 65.95% | 14.46 pp | $1.83B | 18% |
| Q4 2025 | 276 | +0.7% | 80.41% | +13.09 pp | $2.23B | +19% |
| Q3 2025 | 274 | +8.7% | 67.32% | +25.34 pp | $1.86B | +60% |
| Q2 2025 | 252 | +5.9% | 41.98% | 1.61 pp | $1.16B | 3.7% |
| Q1 2025 | 238 | +11% | 43.59% | 4.63 pp | $1.21B | 9.6% |
| Q4 2024 | 215 | +0.0% | 48.22% | +4.97 pp | $1.33B | +11% |
| Q3 2024 | 215 | +14% | 43.25% | +7.75 pp | $1.20B | +22% |
| Q2 2024 | 188 | — | 35.50% | — | $983M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
No recent Form 4 insider transactions on file for FBK.
Quick answers to the most common questions about buying FBK stock.
Based on Q1 2026 13F filings, institutional ownership of FB Financial Corporation stands at 66.0%, held across 276 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of FBK, with approximately 6,121,353 shares worth $0.32B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of FBK.
Our composite Smart Money Score for FBK is 25 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
40 institutions opened new positions in FBK during Q1 2026, while 40 fully exited. 59 added to existing positions and 176 trimmed.
FBK institutional ownership fell by 14.46 percentage points quarter-over-quarter, with a net change of — holders.
The top 10 institutions account for 52.5% of all reported 13F value in FBK, and the top 25 account for 74.8%.
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.