Who owns Primis Financial (FRST)
Which tracked institutional funds hold FRST, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FRST 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
The tracked-fund tape on FRST is one-sided between 2026-Q1 and 2026-Q2: 55 added or opened and 8 trimmed or exited — on balance accumulating.
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
FRST’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 FRST more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in FRST 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 139 tracked filers holding FRST, 91 increased or opened the position and 47 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases. A multi-insider buy cluster also fired inside the quarter.
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 FRST 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 8
- ALGERT GLOBAL LLC$3M
- FRANKLIN RESOURCES INC$3M
- Integrated Quantitative Investments LLC$1M
- LAZARD ASSET MANAGEMENT LLC$1M
- Schonfeld Strategic Advisors LLC$1M
- Legato Capital Management LLC$872K
Full exits 4
- Fourthstone LLC$10M
- CSM Advisors, LLC$5M
- GSA CAPITAL PARTNERS LLP$1M
- JANE STREET GROUP, LLC$658K
Largest adds
- BlackRock, Inc.$13M
- TWO SIGMA INVESTMENTS, LP$10M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$6M
- North Reef Capital Management LP$5M
- Patriot Financial Partners GP II, L.P.$4M
- PRUDENTIAL FINANCIAL INC$3M
Largest trims
- SALZHAUER MICHAEL$1M
- MENDON CAPITAL ADVISORS CORP$1M
- ALLIANCEBERNSTEIN L.P.$706K
- Point72 Asset Management, L.P.$482K
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 | 2,461,114 | $40M | 11.6% | 2026-Q2 |
| North Reef Capital Management LP added | 1,226,283 | $20M | 5.8% | 2026-Q2 |
| Patriot Financial Partners GP II, L.P. | 1,217,531 | $20M | 5.7% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 1,196,270 | $16M | 4.6% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 1,064,320 | $17M | 5.0% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 985,372 | $16M | 4.6% | 2026-Q2 |
| MENDON CAPITAL ADVISORS CORP trimmed | 929,735 | $15M | 4.4% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 923,711 | $15M | 4.3% | 2026-Q2 |
| MALTESE CAPITAL MANAGEMENT LLC trimmed | 897,100 | $15M | 4.2% | 2026-Q2 |
| BANC FUNDS CO LLC | 872,961 | $14M | 4.1% | 2026-Q2 |
| Curi Capital, LLC trimmed | 801,797 | $13M | 3.8% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 536,724 | $9M | 2.5% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 527,939 | $9M | 2.5% | 2026-Q2 |
| SALZHAUER MICHAEL trimmed | 471,795 | $8M | 2.2% | 2026-Q2 |
| STATE STREET CORP added | 430,454 | $7M | 2.0% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 346,145 | $6M | 1.6% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 312,943 | $5M | 1.5% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 283,551 | $5M | 1.3% | 2026-Q2 |
| CORBYN INVESTMENT MANAGEMENT INC/MD | 270,282 | $4M | 1.3% | 2026-Q2 |
| PL Capital Advisors, LLC | 237,241 | $4M | 1.1% | 2026-Q2 |
| Nuveen, LLC added | 235,374 | $4M | 1.1% | 2026-Q2 |
| Petiole USA ltd | 230,222 | $4M | 1.1% | 2026-Q2 |
| EJF Capital LP added | 228,204 | $4M | 1.1% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 223,070 | $4M | 1.0% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 217,841 | $4M | 1.0% | 2026-Q2 |
| ALGERT GLOBAL LLC new | 211,466 | $3M | 1.0% | 2026-Q2 |
| FRANKLIN RESOURCES INC new | 200,271 | $3M | 0.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 192,243 | $3M | 0.9% | 2026-Q2 |
| Trexquant Investment LP added | 185,481 | $3M | 0.9% | 2026-Q2 |
| NORTHERN TRUST CORP added | 174,182 | $3M | 0.8% | 2026-Q2 |
| MORGAN STANLEY added | 170,097 | $3M | 0.8% | 2026-Q2 |
| FIRST MANHATTAN CO. LLC. | 166,901 | $3M | 0.8% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 160,773 | $3M | 0.8% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 153,825 | $3M | 0.7% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 150,256 | $2M | 0.7% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 148,507 | $2M | 0.7% | 2026-Q2 |
| MARSHALL WACE, LLP added | 145,343 | $2M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 142,621 | $2M | 0.7% | 2026-Q2 |
| Bank of New York Mellon Corp added | 138,086 | $2M | 0.6% | 2026-Q2 |
| SEGALL BRYANT & HAMILL, LLC added | 131,475 | $2M | 0.6% | 2026-Q2 |
| Integrated Quantitative Investments LLC new | 89,505 | $1M | 0.4% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 85,114 | $1M | 0.4% | 2026-Q2 |
| Numerai GP LLC added | 83,443 | $1M | 0.4% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 81,150 | $1M | 0.4% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC new | 70,946 | $1M | 0.3% | 2026-Q2 |
| Pinnacle Holdings, LLC trimmed | 68,048 | $1M | 0.3% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 66,100 | $1M | 0.3% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 64,385 | $1M | 0.3% | 2026-Q2 |
| Quantinno Capital Management LP added | 63,122 | $1M | 0.3% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC new | 63,046 | $1M | 0.3% | 2026-Q2 |
| ELCO Management Co., LLC trimmed | 54,735 | $896K | 0.3% | 2026-Q2 |
| Legato Capital Management LLC new | 53,293 | $872K | 0.3% | 2026-Q2 |
| Man Group plc added | 52,062 | $852K | 0.2% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 50,936 | $834K | 0.2% | 2026-Q2 |
| Magnetar Financial LLC new | 50,864 | $833K | 0.2% | 2026-Q2 |
| Empowered Funds, LLC added | 50,350 | $824K | 0.2% | 2026-Q2 |
| Creative Planning added | 44,822 | $734K | 0.2% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 44,690 | $732K | 0.2% | 2026-Q2 |
| STRS OHIO trimmed | 43,300 | $709K | 0.2% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC trimmed | 38,495 | $630K | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 38,307 | $627K | 0.2% | 2026-Q2 |
| UBS Group AG added | 36,665 | $600K | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 30,934 | $512K | 0.1% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 30,239 | $495K | 0.1% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 30,226 | $495K | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 30,200 | $494K | 0.1% | 2026-Q2 |
| Invesco Ltd. added | 29,828 | $488K | 0.1% | 2026-Q2 |
| Hillsdale Investment Management Inc. added | 27,100 | $444K | 0.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 26,943 | $441K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 24,900 | $408K | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 24,341 | $398K | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 21,757 | $356K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 21,153 | $346K | 0.1% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 21,095 | $345K | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 19,913 | $326K | 0.1% | 2026-Q2 |
| XTX Topco Ltd trimmed | 18,151 | $297K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 17,820 | $292K | 0.1% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC | 17,650 | $289K | 0.1% | 2026-Q2 |
| StoneX Group Inc. new | 17,048 | $266K | 0.1% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. new | 16,669 | $273K | 0.1% | 2026-Q2 |
| Teton Advisors, LLC | 15,000 | $246K | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 13,780 | $226K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV new | 13,293 | $218K | 0.1% | 2026-Q2 |
| Daytona Street Capital LLC added | 12,716 | $200K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 12,368 | $202K | 0.1% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added | 10,933 | $179K | 0.1% | 2026-Q2 |
| Jump Financial, LLC trimmed | 10,900 | $178K | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 10,688 | $175K | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 10,437 | $171K | 0.0% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 10,172 | $167K | 0.0% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 8,915 | $146K | 0.0% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 8,531 | $140K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 7,929 | $130K | 0.0% | 2026-Q2 |
| Commonwealth Retirement Investments LLC | 5,914 | $97K | 0.0% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey | 5,713 | $94K | 0.0% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 5,500 | $90K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 4,029 | $66K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 3,798 | $62K | 0.0% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec added | 3,572 | $58K | 0.0% | 2026-Q2 |
| BARCLAYS PLC trimmed | 3,104 | $51K | 0.0% | 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.
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.