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Institutional Ownership · SEC Form 13F

Who owns Amerant Bancorp (AMTB)


Which tracked institutional funds hold AMTB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AMTB company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

141
Institutional holders
29M
Shares held (tracked funds)

How the tape is positioned

42 tracked funds added or opened AMTB while 27 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

AMTB’s largest tracked holder by dollar value, WELLINGTON MANAGEMENT GROUP LLP, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in AMTB divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 141 tracked filers holding AMTB, 72 increased or opened the position and 76 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in AMTB between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 7

  • BASSWOOD CAPITAL MANAGEMENT, L.L.C.$13M
  • Qube Research & Technologies Ltd$3M
  • MARSHALL WACE, LLP$2M
  • KENNEDY CAPITAL MANAGEMENT LLC$1M
  • Y-Intercept (Hong Kong) Ltd$1M
  • Atom Investors LP$646K

Full exits 12

  • FJ Capital Management LLC$5M
  • Verition Fund Management LLC$5M
  • CSM Advisors, LLC$4M
  • PERRY CREEK CAPITAL LP$4M
  • BOOTHBAY FUND MANAGEMENT, LLC$3M
  • TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$2M

Largest adds

  • North Reef Capital Management LP$22M
  • WELLINGTON MANAGEMENT GROUP LLP$16M
  • BlackRock, Inc.$11M
  • AMERICAN CENTURY COMPANIES INC$10M
  • DIMENSIONAL FUND ADVISORS LP$9M
  • TWO SIGMA INVESTMENTS, LP$8M

Largest trims

  • UBS Group AG$14M
  • Brevan Howard Capital Management LP$4M
  • Man Group plc$1M
  • AMERIPRISE FINANCIAL INC$772K
  • Jump Financial, LLC$730K
  • ALLIANCEBERNSTEIN L.P.$723K

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
WELLINGTON MANAGEMENT GROUP LLP trimmed5,392,594$138M20.2%2026-Q2
BlackRock, Inc. added2,828,855$72M10.6%2026-Q2
MANUFACTURERS LIFE INSURANCE COMPANY, THE added2,176,661$246K0.0%2026-Q2
Patriot Financial Partners GP II, L.P. trimmed2,007,283$51M7.5%2026-Q2
North Reef Capital Management LP added1,855,507$47M7.0%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC trimmed1,646,945$42M6.2%2026-Q2
DIMENSIONAL FUND ADVISORS LP added1,565,026$40M5.9%2026-Q2
STATE STREET CORP added1,263,067$32M4.7%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added922,817$24M3.5%2026-Q2
AMERICAN CENTURY COMPANIES INC added846,437$22M3.2%2026-Q2
TWO SIGMA INVESTMENTS, LP added700,533$18M2.6%2026-Q2
BASSWOOD CAPITAL MANAGEMENT, L.L.C. new497,159$13M1.9%2026-Q2
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added472,648$12M1.8%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added427,065$11M1.6%2026-Q2
MALTESE CAPITAL MANAGEMENT LLC trimmed420,000$11M1.6%2026-Q2
GOLDMAN SACHS GROUP INC added343,107$9M1.3%2026-Q2
MENDON CAPITAL ADVISORS CORP added327,504$8M1.2%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed316,910$8M1.2%2026-Q2
NORTHERN TRUST CORP added303,007$8M1.1%2026-Q2
Curi Capital, LLC added300,056$8M1.1%2026-Q2
BRIDGEWAY CAPITAL MANAGEMENT, LLC264,730$7M1.0%2026-Q2
VANGUARD FIDUCIARY TRUST CO trimmed241,417$6M0.9%2026-Q2
UBS Group AG trimmed206,712$5M0.8%2026-Q2
CITADEL ADVISORS LLC added200,151$5M0.8%2026-Q2
PEREGRINE CAPITAL MANAGEMENT LLC trimmed196,208$5M0.7%2026-Q2
BANC FUNDS CO LLC trimmed174,000$4M0.7%2026-Q2
Empowered Funds, LLC164,730$4M0.6%2026-Q2
Bank of New York Mellon Corp added154,525$4M0.6%2026-Q2
ESSEX INVESTMENT MANAGEMENT CO LLC trimmed150,236$4M0.6%2026-Q2
SEI INVESTMENTS CO trimmed149,177$4M0.6%2026-Q2
AQR CAPITAL MANAGEMENT LLC trimmed142,084$4M0.5%2026-Q2
Qube Research & Technologies Ltd new116,923$3M0.4%2026-Q2
JPMORGAN CHASE & CO trimmed110,611$3M0.4%2026-Q2
D. E. Shaw & Co., Inc. added90,139$2M0.3%2026-Q2
Quantinno Capital Management LP added89,093$2M0.3%2026-Q2
Nuveen, LLC81,329$2M0.3%2026-Q2
MARSHALL WACE, LLP added78,614$2M0.3%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed66,669$2M0.2%2026-Q2
Swiss National Bank trimmed65,437$2M0.2%2026-Q2
PRINCIPAL FINANCIAL GROUP INC added58,458$1M0.2%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added57,213$1M0.2%2026-Q2
Invesco Ltd. trimmed55,787$1M0.2%2026-Q2
Vanguard Global Advisers, LLC50,603$1M0.2%2026-Q2
Legato Capital Management LLC added50,251$1M0.2%2026-Q2
SALZHAUER MICHAEL added50,000$1M0.2%2026-Q2
MORGAN STANLEY trimmed47,976$1M0.2%2026-Q2
KENNEDY CAPITAL MANAGEMENT LLC trimmed44,861$1M0.2%2026-Q2
Creative Planning added43,903$1M0.2%2026-Q2
XTX Topco Ltd added43,705$1M0.2%2026-Q2
RHUMBLINE ADVISERS added42,981$1M0.2%2026-Q2
Y-Intercept (Hong Kong) Ltd added41,108$1M0.2%2026-Q2
AMERIPRISE FINANCIAL INC trimmed41,000$1M0.2%2026-Q2
Man Group plc trimmed38,931$994K0.1%2026-Q2
Legal & General Group Plc added38,386$975K0.1%2026-Q2
ALLIANCEBERNSTEIN L.P. trimmed35,790$789K0.1%2026-Q2
CITIGROUP INC added34,503$881K0.1%2026-Q2
DEUTSCHE BANK AG\ added34,186$872K0.1%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed33,572$857K0.1%2026-Q2
BARCLAYS PLC added32,200$822K0.1%2026-Q2
STRS OHIO added32,000$817K0.1%2026-Q2
WELLS FARGO & COMPANY/MN added28,892$737K0.1%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added28,508$728K0.1%2026-Q2
Trexquant Investment LP trimmed28,155$719K0.1%2026-Q2
Inspire Investing, LLC added26,803$684K0.1%2026-Q2
Atom Investors LP new25,316$646K0.1%2026-Q2
Squarepoint Ops LLC added24,788$633K0.1%2026-Q2
VANGUARD ASSET MANAGEMENT, Ltd added23,569$601K0.1%2026-Q2
EntryPoint Capital, LLC23,364$596K0.1%2026-Q2
Rafferty Asset Management, LLC trimmed21,536$550K0.1%2026-Q2
MetLife Investment Management, LLC trimmed19,643$501K0.1%2026-Q2
FRANKLIN RESOURCES INC trimmed18,764$479K0.1%2026-Q2
Brevan Howard Capital Management LP trimmed18,613$475K0.1%2026-Q2
Zurcher Kantonalbank (Zurich Cantonalbank)16,733$427K0.1%2026-Q2
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed15,879$405K0.1%2026-Q2
IEQ CAPITAL, LLC trimmed15,432$394K0.1%2026-Q2
Russell Investments Group, Ltd. added15,214$388K0.1%2026-Q2
CANADA PENSION PLAN INVESTMENT BOARD14,600$373K0.1%2026-Q2
ExodusPoint Capital Management, LP trimmed14,054$359K0.1%2026-Q2
MERCER GLOBAL ADVISORS INC /ADV added13,370$341K0.1%2026-Q2
Entropy Technologies, LP new12,769$326K0.0%2026-Q2
Jump Financial, LLC trimmed12,229$312K0.0%2026-Q2
OSAIC HOLDINGS, INC. trimmed12,123$309K0.0%2026-Q2
ELCO Management Co., LLC added11,891$303K0.0%2026-Q2
Daytona Street Capital LLC trimmed11,840$303K0.0%2026-Q2
BNP PARIBAS FINANCIAL MARKETS added11,594$296K0.0%2026-Q2
Mariner, LLC added11,031$281K0.0%2026-Q2
NEW YORK STATE COMMON RETIREMENT FUND10,618$271K0.0%2026-Q2
Police & Firemen's Retirement System of New Jersey10,274$262K0.0%2026-Q2
INSIGNEO ADVISORY SERVICES, LLC9,883$252K0.0%2026-Q2
Jupiter Topco LLC new9,737$249K0.0%2026-Q2
Schonfeld Strategic Advisors LLC new9,376$239K0.0%2026-Q2
ARIZONA STATE RETIREMENT SYSTEM trimmed9,005$230K0.0%2026-Q2
RAYMOND JAMES FINANCIAL INC added8,955$229K0.0%2026-Q2
STATE OF WISCONSIN INVESTMENT BOARD trimmed8,920$228K0.0%2026-Q2
Vanguard Investments Australia, Ltd.8,920$228K0.0%2026-Q2
KLP KAPITALFORVALTNING AS8,500$217K0.0%2026-Q2
BALYASNY ASSET MANAGEMENT L.P. trimmed8,488$217K0.0%2026-Q2
Sequoia Financial Advisors, LLC new8,415$215K0.0%2026-Q2
Aquatic Capital Management LLC added3,472$89K0.0%2026-Q2
FMR LLC added3,262$83K0.0%2026-Q2

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership