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Institutional Ownership · SEC Form 13F

Who owns Amerant Bancorp Inc. (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-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

150
Institutional holders
27M
Shares held (tracked funds)
80.6%
Of shares outstanding

How the tape is positioned

44 tracked funds added or opened AMTB while 25 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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 2025-Q4 and 2026-Q1, across 150 tracked filers holding AMTB, 82 increased or opened the position and 66 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 2025-Q4 and 2026-Q1 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 12

  • VANGUARD CAPITAL MANAGEMENT LLC$39M
  • North Reef Capital Management LP$26M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$9M
  • VANGUARD FIDUCIARY TRUST CO$6M
  • FJ Capital Management LLC$5M
  • Man Group plc$2M

Full exits 10

  • VANGUARD GROUP INC$41M
  • TWO SIGMA ADVISERS, LP$4M
  • Bridgewater Associates, LP$2M
  • Point72 Asset Management, L.P.$2M
  • Allspring Global Investments Holdings, LLC$1M
  • RENAISSANCE TECHNOLOGIES LLC$1M

Largest adds

  • UBS Group AG$17M
  • WELLINGTON MANAGEMENT GROUP LLP$11M
  • AMERICAN CENTURY COMPANIES INC$7M
  • DIMENSIONAL FUND ADVISORS LP$6M
  • BlackRock, Inc.$6M
  • Patriot Financial Partners GP II, L.P.$5M

Largest trims

  • Verition Fund Management LLC$5M
  • D. E. Shaw & Co., Inc.$2M
  • BOOTHBAY FUND MANAGEMENT, LLC$1M
  • MORGAN STANLEY$1M
  • Brevan Howard Capital Management LP$1M
  • ALLIANCEBERNSTEIN L.P.$1M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
WELLINGTON MANAGEMENT GROUP LLP trimmed5,530,346$122M16.6%2026-Q1
BlackRock, Inc. trimmed2,797,058$62M8.4%2026-Q1
Patriot Financial Partners GP II, L.P. trimmed2,257,283$50M6.8%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new1,773,023$39M5.3%2026-Q1
DIMENSIONAL FUND ADVISORS LP added1,388,926$31M4.2%2026-Q1
North Reef Capital Management LP added1,160,488$26M3.5%2026-Q1
STATE STREET CORP trimmed1,137,121$25M3.4%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added915,696$20M2.8%2026-Q1
UBS Group AG added875,721$19M2.6%2026-Q1
AMERICAN CENTURY COMPANIES INC added528,240$12M1.6%2026-Q1
MALTESE CAPITAL MANAGEMENT LLC trimmed492,500$11M1.5%2026-Q1
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed470,678$10M1.4%2026-Q1
TWO SIGMA INVESTMENTS, LP added440,547$10M1.3%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new418,545$9M1.3%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added361,363$8M1.1%2026-Q1
NORTHERN TRUST CORP added302,618$7M0.9%2026-Q1
GOLDMAN SACHS GROUP INC added299,767$7M0.9%2026-Q1
MENDON CAPITAL ADVISORS CORP trimmed273,308$6M0.8%2026-Q1
BRIDGEWAY CAPITAL MANAGEMENT, LLC added264,730$6M0.8%2026-Q1
VANGUARD FIDUCIARY TRUST CO new254,519$6M0.8%2026-Q1
Curi Capital, LLC trimmed250,056$6M0.8%2026-Q1
FJ Capital Management LLC new245,913$5M0.7%2026-Q1
Verition Fund Management LLC trimmed230,500$5M0.7%2026-Q1
Brevan Howard Capital Management LP trimmed225,000$5M0.7%2026-Q1
PEREGRINE CAPITAL MANAGEMENT LLC trimmed213,377$5M0.6%2026-Q1
SEI INVESTMENTS CO added198,326$4M0.6%2026-Q1
CSM Advisors, LLC trimmed196,095$4M0.6%2026-Q1
PERRY CREEK CAPITAL LP196,140$4M0.6%2026-Q1
BANC FUNDS CO LLC180,000$4M0.5%2026-Q1
AQR CAPITAL MANAGEMENT LLC added177,576$4M0.5%2026-Q1
Empowered Funds, LLC added164,730$4M0.5%2026-Q1
ESSEX INVESTMENT MANAGEMENT CO LLC added156,818$3M0.5%2026-Q1
Bank of New York Mellon Corp added146,319$3M0.4%2026-Q1
BOOTHBAY FUND MANAGEMENT, LLC trimmed120,685$3M0.4%2026-Q1
JPMORGAN CHASE & CO trimmed117,639$3M0.3%2026-Q1
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY106,224$2M0.3%2026-Q1
Man Group plc new91,551$2M0.3%2026-Q1
AMERIPRISE FINANCIAL INC trimmed82,502$2M0.2%2026-Q1
Nuveen, LLC added81,329$2M0.2%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed78,525$2M0.2%2026-Q1
D. E. Shaw & Co., Inc. trimmed78,488$2M0.2%2026-Q1
ALGERT GLOBAL LLC74,180$2M0.2%2026-Q1
Swiss National Bank added73,537$2M0.2%2026-Q1
ALLIANCEBERNSTEIN L.P. trimmed77,490$2M0.2%2026-Q1
MORGAN STANLEY trimmed68,346$2M0.2%2026-Q1
JANE STREET GROUP, LLC added63,806$1M0.2%2026-Q1
Invesco Ltd. trimmed61,786$1M0.2%2026-Q1
Numerai GP LLC added59,285$1M0.2%2026-Q1
PMC FIG Opportunities LLC trimmed58,441$1M0.2%2026-Q1
Quantinno Capital Management LP added55,210$1M0.2%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added55,095$1M0.2%2026-Q1
Trexquant Investment LP trimmed53,914$1M0.2%2026-Q1
Vanguard Global Advisers, LLC new50,603$1M0.2%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added49,810$1M0.1%2026-Q1
Legato Capital Management LLC trimmed48,735$1M0.1%2026-Q1
Jump Financial, LLC trimmed47,303$1M0.1%2026-Q1
JACOBS LEVY EQUITY MANAGEMENT, INC added44,999$992K0.1%2026-Q1
Creative Planning added41,802$921K0.1%2026-Q1
RHUMBLINE ADVISERS added39,862$879K0.1%2026-Q1
XTX Topco Ltd added36,661$808K0.1%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed34,329$757K0.1%2026-Q1
ExodusPoint Capital Management, LP trimmed32,150$709K0.1%2026-Q1
STRS OHIO31,300$690K0.1%2026-Q1
DEUTSCHE BANK AG\ added30,266$667K0.1%2026-Q1
BARCLAYS PLC trimmed30,100$663K0.1%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added27,774$613K0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added26,988$595K0.1%2026-Q1
Legal & General Group Plc trimmed26,959$594K0.1%2026-Q1
Daytona Street Capital LLC added25,840$585K0.1%2026-Q1
CITADEL ADVISORS LLC added25,637$565K0.1%2026-Q1
Rafferty Asset Management, LLC trimmed25,183$555K0.1%2026-Q1
FRANKLIN RESOURCES INC added24,419$538K0.1%2026-Q1
CITIGROUP INC trimmed23,889$527K0.1%2026-Q1
STATE OF WISCONSIN INVESTMENT BOARD trimmed23,674$522K0.1%2026-Q1
EntryPoint Capital, LLC23,364$515K0.1%2026-Q1
Inspire Investing, LLC trimmed23,218$512K0.1%2026-Q1
PATRIOT FINANCIAL PARTNERS GP, LP2,315,589$42M5.8%2025-Q2 stale
VANGUARD GROUP INC trimmed2,098,408$41M5.6%2025-Q4 stale
Philadelphia Financial Management of San Francisco, LLC added563,973$12M1.6%2025-Q1 stale
Azora Capital LP trimmed520,996$11M1.5%2025-Q1 stale
ENDEAVOUR CAPITAL ADVISORS INC added391,671$7M1.0%2025-Q2 stale
Foundry Partners, LLC trimmed220,250$5M0.6%2025-Q1 stale
KENNEDY CAPITAL MANAGEMENT LLC trimmed223,752$4M0.6%2025-Q3 stale
TWO SIGMA ADVISERS, LP trimmed217,300$4M0.6%2025-Q4 stale
JCSD Capital, LLC135,260$3M0.4%2025-Q3 stale
Bridgewater Associates, LP trimmed98,038$2M0.3%2025-Q4 stale
Cubist Systematic Strategies, LLC added82,896$2M0.2%2025-Q3 stale
Point72 Asset Management, L.P. added79,016$2M0.2%2025-Q4 stale
Allspring Global Investments Holdings, LLC trimmed69,954$1M0.2%2025-Q4 stale
RENAISSANCE TECHNOLOGIES LLC trimmed67,635$1M0.2%2025-Q4 stale
Engineers Gate Manager LP added61,332$1M0.2%2025-Q4 stale
Fourthstone LLC new52,600$959K0.1%2025-Q2 stale
MILLENNIUM MANAGEMENT LLC trimmed44,310$864K0.1%2025-Q4 stale
Rhino Investment Partners, Inc trimmed46,249$843K0.1%2025-Q2 stale
Allianz Asset Management GmbH new38,097$695K0.1%2025-Q2 stale
SummerHaven Investment Management, LLC added35,035$639K0.1%2025-Q2 stale
MARSHALL WACE, LLP trimmed30,805$636K0.1%2025-Q1 stale
HSBC HOLDINGS PLC new29,662$583K0.1%2025-Q4 stale
Thrivent Financial for Lutherans trimmed26,698$521K0.1%2025-Q4 stale
EJF Capital LLC added26,031$502K0.1%2025-Q3 stale

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.

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