Who owns FB Financial (FBK)
Which tracked institutional funds hold FBK, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FBK 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.
How the tape is positioned
85 tracked funds added or opened FBK while 37 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
FBK’s largest tracked holder by dollar value, BlackRock, Inc., 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 gap the other way — the median holder sizes FBK more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in FBK 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 273 tracked filers holding FBK, 153 increased or opened the position and 119 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
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 FBK 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 16
- Jupiter Topco LLC$21M
- Weiss Asset Management LP$8M
- Point72 Asset Management, L.P.$4M
- WOODMONT INVESTMENT COUNSEL LLC$2M
- BASSWOOD CAPITAL MANAGEMENT, L.L.C.$2M
- Qube Research & Technologies Ltd$2M
Full exits 19
- T. Rowe Price Investment Management, Inc.$201M
- North Reef Capital Management LP$26M
- JANUS HENDERSON GROUP PLC$20M
- GW&K Investment Management, LLC$18M
- SCHRODER INVESTMENT MANAGEMENT GROUP$11M
- Stieven Capital Advisors, L.P.$6M
Largest adds
- BlackRock, Inc.$124M
- CITADEL ADVISORS LLC$26M
- VANGUARD CAPITAL MANAGEMENT LLC$21M
- STATE STREET CORP$18M
- GOLDMAN SACHS GROUP INC$11M
- MORGAN STANLEY$9M
Largest trims
- DEPRINCE RACE & ZOLLO INC$25M
- WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$17M
- Nuveen, LLC$4M
- 12th Street Asset Management Company, LLC$3M
- SEI INVESTMENTS CO$3M
- Russell Investments Group, Ltd.$3M
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 6,297,957 | $349M | 18.1% | 2026-Q2 |
| STATE STREET CORP added | 2,449,893 | $136M | 7.0% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 2,152,443 | $119M | 6.2% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 2,032,178 | $112M | 5.8% | 2026-Q2 |
| WESTWOOD HOLDINGS GROUP INC added | 1,283,508 | $71M | 3.7% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,091,417 | $60M | 3.1% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 1,069,173 | $59M | 3.1% | 2026-Q2 |
| LOOMIS SAYLES & CO L P trimmed | 871,137 | $48M | 2.5% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 836,395 | $46M | 2.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 819,056 | $45M | 2.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 712,922 | $39M | 2.0% | 2026-Q2 |
| FRONTIER CAPITAL MANAGEMENT CO LLC trimmed | 642,607 | $36M | 1.8% | 2026-Q2 |
| MORGAN STANLEY added | 635,015 | $35M | 1.8% | 2026-Q2 |
| Davis Asset Management, L.P. | 619,236 | $34M | 1.8% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 607,182 | $34M | 1.7% | 2026-Q2 |
| DEPRINCE RACE & ZOLLO INC trimmed | 519,362 | $29M | 1.5% | 2026-Q2 |
| FMR LLC added | 507,699 | $28M | 1.5% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 496,650 | $27M | 1.4% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 479,239 | $27M | 1.4% | 2026-Q2 |
| NORTHERN TRUST CORP added | 466,368 | $26M | 1.3% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 439,801 | $24M | 1.3% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 390,309 | $22M | 1.1% | 2026-Q2 |
| Penn Capital Management Company, LLC added | 387,253 | $21M | 1.1% | 2026-Q2 |
| Jupiter Topco LLC new | 385,498 | $21M | 1.1% | 2026-Q2 |
| Tributary Capital Management, LLC added | 370,081 | $20M | 1.1% | 2026-Q2 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed | 361,846 | $20M | 1.0% | 2026-Q2 |
| Leeward Investments, LLC - MA trimmed | 351,877 | $19M | 1.0% | 2026-Q2 |
| CapWealth Advisors, LLC added | 345,472 | $19M | 1.0% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 323,544 | $18M | 0.9% | 2026-Q2 |
| Bank of New York Mellon Corp added | 318,211 | $18M | 0.9% | 2026-Q2 |
| EARNEST PARTNERS LLC trimmed | 287,941 | $16M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 278,144 | $15M | 0.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 273,935 | $15M | 0.8% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 253,209 | $14M | 0.7% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 194,318 | $11M | 0.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 181,631 | $10M | 0.5% | 2026-Q2 |
| OBERWEIS ASSET MANAGEMENT INC/ added | 177,100 | $10M | 0.5% | 2026-Q2 |
| 12th Street Asset Management Company, LLC trimmed | 172,500 | $10M | 0.5% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 170,331 | $9M | 0.5% | 2026-Q2 |
| HEARTLAND ADVISORS INC trimmed | 162,481 | $9M | 0.5% | 2026-Q2 |
| Invesco Ltd. added | 157,093 | $9M | 0.5% | 2026-Q2 |
| Weiss Asset Management LP new | 147,721 | $8M | 0.4% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC trimmed | 142,479 | $8M | 0.4% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 142,259 | $8M | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 139,695 | $8M | 0.4% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 138,110 | $8M | 0.4% | 2026-Q2 |
| UBS Group AG added | 136,836 | $8M | 0.4% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 133,762 | $7M | 0.4% | 2026-Q2 |
| Keystone Financial Group, Inc. trimmed | 133,253 | $7M | 0.4% | 2026-Q2 |
| ENDEAVOUR CAPITAL ADVISORS INC added | 121,731 | $7M | 0.3% | 2026-Q2 |
| STRS OHIO added | 116,200 | $6M | 0.3% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 116,140 | $6M | 0.3% | 2026-Q2 |
| MENDON CAPITAL ADVISORS CORP | 115,000 | $6M | 0.3% | 2026-Q2 |
| Curi Capital, LLC trimmed | 115,000 | $6M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 104,144 | $6M | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 102,401 | $6M | 0.3% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 98,872 | $5M | 0.3% | 2026-Q2 |
| Nuveen, LLC trimmed | 98,347 | $5M | 0.3% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 98,150 | $5M | 0.3% | 2026-Q2 |
| Homestead Advisers Corp | 97,959 | $5M | 0.3% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 96,766 | $5M | 0.3% | 2026-Q2 |
| Legal & General Group Plc added | 91,319 | $5M | 0.3% | 2026-Q2 |
| Swiss National Bank added | 88,483 | $5M | 0.3% | 2026-Q2 |
| PEREGRINE CAPITAL MANAGEMENT LLC trimmed | 83,956 | $5M | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 80,618 | $4M | 0.2% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 75,488 | $4M | 0.2% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 69,343 | $4M | 0.2% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added | 63,892 | $4M | 0.2% | 2026-Q2 |
| XTX Topco Ltd added | 62,971 | $3M | 0.2% | 2026-Q2 |
| JACOBS ASSET MANAGEMENT, LLC added | 60,000 | $3M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 58,513 | $3M | 0.2% | 2026-Q2 |
| Private Capital Management, LLC | 57,088 | $3M | 0.2% | 2026-Q2 |
| SALZHAUER MICHAEL trimmed | 55,665 | $3M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 54,924 | $3M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 54,563 | $3M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 52,170 | $3M | 0.1% | 2026-Q2 |
| TD Asset Management Inc | 51,440 | $3M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 50,684 | $3M | 0.1% | 2026-Q2 |
| Creative Planning trimmed | 48,821 | $3M | 0.1% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 45,952 | $3M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 45,229 | $3M | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 44,134 | $2M | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 42,726 | $2M | 0.1% | 2026-Q2 |
| WOODMONT INVESTMENT COUNSEL LLC new | 42,311 | $2M | 0.1% | 2026-Q2 |
| Dana Investment Advisors, Inc. added | 41,359 | $2M | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 40,950 | $2M | 0.1% | 2026-Q2 |
| Harbor Advisors LLC | 40,799 | $2M | 0.1% | 2026-Q2 |
| Rosenthal | Henry Capital Advisors, Inc. | 38,433 | $2M | 0.1% | 2026-Q2 |
| LPL Financial LLC added | 37,859 | $2M | 0.1% | 2026-Q2 |
| CERTUITY, LLC added | 35,723 | $2M | 0.1% | 2026-Q2 |
| BANC FUNDS CO LLC | 35,496 | $2M | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 34,103 | $2M | 0.1% | 2026-Q2 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 33,216 | $2M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 31,163 | $2M | 0.1% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 31,056 | $2M | 0.1% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 29,709 | $2M | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 28,562 | $2M | 0.1% | 2026-Q2 |
| ALBERT D MASON INC added | 28,390 | $2M | 0.1% | 2026-Q2 |
| Atria Investments, Inc trimmed | 28,154 | $2M | 0.1% | 2026-Q2 |
| OCCUDO QUANTITATIVE STRATEGIES LP added | 27,595 | $2M | 0.1% | 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.
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.