| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 5.5M | $212.3M | +0.3% | 5.668% | 0.01% |
| 5 | FIRST INTERSTATE BANK | 4.6M | $177.9M | -0.8% | 4.750% | 9.28% |
| 6 | HoldCo Asset Management, LP | 4.0M | $152.3M | 0.0% | 4.066% | 9.78% |
| 7 | WELLINGTON MANAGEMENT GROUP LLP | 3.8M | $145.3M | -2.9% | 3.879% | 0.03% |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | 3.7M | $144.2M | -3.0% | 3.848% | 0.00% |
| 9 | FMR LLC | 2.5M | $95.0M | -36.4% | 2.536% | 0.00% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 2.4M | $92.1M | +7.6% | 2.458% | 0.00% |
| 11 | Capital International Investors | 2.3M | $90.3M | +2.2% | 2.411% | 0.02% |
| 12 | VICTORY CAPITAL MANAGEMENT INC | 2.1M | $82.9M | +3.0% | 2.213% | 0.05% |
| 13 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 2.0M | $77.8M | +18.5% | 2.077% | 0.12% |
| 14 | MORGAN STANLEY | 1.6M | $63.2M | +8.3% | 1.687% | 0.00% |
| 15 | BANK OF AMERICA CORP /DE/ | 1.5M | $56.4M | -17.8% | 1.505% | 0.00% |
| 16 | FRANKLIN RESOURCES INC | 1.4M | $55.0M | -24.1% | 1.470% | 0.01% |
| 17 | JPMORGAN CHASE & CO | 1.4M | $54.4M | -17.6% | 1.447% | 0.00% |
| 18 | FIRST TRUST ADVISORS LP | 1.3M | $50.6M | +9.7% | 1.352% | 0.03% |
| 19 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.2M | $46.6M | -5.0% | 1.245% | 0.01% |
| 20 | Capital World Investors | 1.2M | $45.4M | +2.8% | 1.213% | 0.01% |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.2M | $45.1M | -1.2% | 1.203% | 0.01% |
| 22 | UBS Group AG | 1.1M | $40.8M | -39.8% | 1.088% | 0.01% |
| 23 | CRAMER ROSENTHAL MCGLYNN LLC | 1.0M | $39.9M | +13.1% | 1.065% | 2.02% |
| 24 | Bank of New York Mellon Corp | 1.0M | $38.7M | +2.7% | 1.032% | 0.01% |
| 25 | NORGES BANK | 978K | $37.7M | — | 1.007% | 0.00% |
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 FIBK — a direct measure of their conviction.
| 80.91% |
| +0.70 pp |
| $3.03B |
| +13% |
| Q4 2024 | 235 | +1.3% | 80.21% | +4.15 pp | $2.68B | +11% |
| Q3 2024 | 232 | — | 76.06% | — | $2.40B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
31 institutions opened new positions in FIBK during Q2 2026, while 25 fully exited. 219 added to existing positions and 38 trimmed.
FIBK institutional ownership fell by 0.92 percentage points quarter-over-quarter, with a net change of +8 holders.
The top 10 institutions account for 57.8% of all reported 13F value in FIBK, and the top 25 account for 81.5%.
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.
First Interstate BancSystem, Inc. (FIBK) Institutional Ownership