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Institutional Ownership · SEC Form 13F

Who owns West Bancorporation (WTBA)


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

107
Institutional holders
8M
Shares held (tracked funds)
50.1%
Of shares outstanding

How the tape is positioned

The tracked-fund tape on WTBA is one-sided between 2026-Q1 and 2026-Q2: 26 added or opened and 5 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

WTBA’s largest tracked holder by dollar value, FMR LLC, 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 WTBA 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 107 tracked filers holding WTBA, 60 increased or opened the position and 41 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 WTBA 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 3

  • Qube Research & Technologies Ltd$2M
  • PANAGORA ASSET MANAGEMENT INC$749K
  • Baker Avenue Asset Management, LP$713K

Full exits 3

  • Rhino Investment Partners, Inc$5M
  • ACADIAN ASSET MANAGEMENT LLC$840K
  • MARSHALL WACE, LLP$553K

Largest adds

  • BlackRock, Inc.$8M
  • FMR LLC$7M
  • AMERICAN CENTURY COMPANIES INC$4M
  • GEODE CAPITAL MANAGEMENT, LLC$2M
  • DIMENSIONAL FUND ADVISORS LP$2M
  • TWO SIGMA INVESTMENTS, LP$2M

Largest trims

  • UBS Group AG$671K
  • FORTRESS FINANCIAL GROUP, LLC$317K

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
FMR LLC added1,443,577$38M17.9%2026-Q2
BlackRock, Inc. added1,344,061$36M16.7%2026-Q2
DIMENSIONAL FUND ADVISORS LP trimmed648,581$17M8.0%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC trimmed647,004$17M8.0%2026-Q2
Aptus Capital Advisors, LLC added411,047$11M5.1%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added395,349$10M4.9%2026-Q2
AMERICAN CENTURY COMPANIES INC added377,827$10M4.7%2026-Q2
STATE STREET CORP added344,730$9M4.3%2026-Q2
Legacy Bridge, LLC trimmed225,579$6M2.8%2026-Q2
MORGAN STANLEY added181,385$5M2.2%2026-Q2
RENAISSANCE TECHNOLOGIES LLC trimmed171,752$5M2.1%2026-Q2
TWO SIGMA INVESTMENTS, LP added135,265$4M1.7%2026-Q2
NORTHERN TRUST CORP added128,438$3M1.6%2026-Q2
CITADEL ADVISORS LLC added108,223$3M1.3%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added104,865$3M1.3%2026-Q2
VANGUARD FIDUCIARY TRUST CO added102,011$3M1.3%2026-Q2
Bank of New York Mellon Corp added92,501$2M1.1%2026-Q2
Qube Research & Technologies Ltd new71,163$2M0.9%2026-Q2
GOLDMAN SACHS GROUP INC added70,379$2M0.9%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added65,733$2M0.8%2026-Q2
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP57,759$2M0.7%2026-Q2
Quantinno Capital Management LP added51,771$1M0.6%2026-Q2
Trexquant Investment LP added49,648$1M0.6%2026-Q2
AQR CAPITAL MANAGEMENT LLC added45,508$1M0.6%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added44,310$1M0.5%2026-Q2
Squarepoint Ops LLC added36,548$970K0.5%2026-Q2
Basepoint Wealth LLC trimmed35,164$933K0.4%2026-Q2
Nuveen, LLC added32,241$855K0.4%2026-Q2
Foster Group, Inc.30,667$814K0.4%2026-Q2
Mutual Advisors, LLC trimmed28,285$750K0.4%2026-Q2
PANAGORA ASSET MANAGEMENT INC new28,233$749K0.3%2026-Q2
ALLIANCEBERNSTEIN L.P. added27,816$662K0.3%2026-Q2
ROYAL BANK OF CANADA trimmed27,807$738K0.3%2026-Q2
MILLENNIUM MANAGEMENT LLC added27,136$720K0.3%2026-Q2
Baker Avenue Asset Management, LP new26,866$713K0.3%2026-Q2
UBS Group AG trimmed26,459$702K0.3%2026-Q2
LexAurum Advisors, LLC added24,993$663K0.3%2026-Q2
De Lisle Partners LLP24,156$640K0.3%2026-Q2
LOS ANGELES CAPITAL MANAGEMENT LLC added23,665$628K0.3%2026-Q2
JONES FINANCIAL COMPANIES LLLP added19,199$518K0.2%2026-Q2
RHUMBLINE ADVISERS trimmed18,920$502K0.2%2026-Q2
BRIDGEWAY CAPITAL MANAGEMENT, LLC added16,768$445K0.2%2026-Q2
WELLS FARGO & COMPANY/MN added15,865$421K0.2%2026-Q2
DEUTSCHE BANK AG\ added15,138$402K0.2%2026-Q2
US BANCORP \DE\15,035$399K0.2%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed14,843$394K0.2%2026-Q2
Independent Wealth Network Inc. added14,795$393K0.2%2026-Q2
Invesco Ltd. added14,473$384K0.2%2026-Q2
HSBC HOLDINGS PLC new14,069$373K0.2%2026-Q2
Universal- Beteiligungs- und Servicegesellschaft mbH13,078$347K0.2%2026-Q2
FORTRESS FINANCIAL GROUP, LLC trimmed11,660$31K0.0%2026-Q2
OCCUDO QUANTITATIVE STRATEGIES LP new11,300$300K0.1%2026-Q2
Sequoia Financial Advisors, LLC added11,186$297K0.1%2026-Q2
DMKC Advisory Services, LLC10,500$279K0.1%2026-Q2
CAPTRUST FINANCIAL ADVISORS added10,407$276K0.1%2026-Q2
BARCLAYS PLC added10,017$266K0.1%2026-Q2
CANADA PENSION PLAN INVESTMENT BOARD8,500$226K0.1%2026-Q2
MetLife Investment Management, LLC trimmed8,310$220K0.1%2026-Q2
CITIGROUP INC added8,299$220K0.1%2026-Q2
Connor, Clark & Lunn Investment Management Ltd. new8,166$217K0.1%2026-Q2
D. E. Shaw & Co., Inc. new8,145$216K0.1%2026-Q2
WEALTHSPAN PARTNERS, LLC new8,000$212K0.1%2026-Q2
MERCER GLOBAL ADVISORS INC /ADV trimmed7,766$206K0.1%2026-Q2
City State Bank7,554$200K0.1%2026-Q2
Russell Investments Group, Ltd. added7,464$198K0.1%2026-Q2
OSAIC HOLDINGS, INC.7,299$194K0.1%2026-Q2
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed7,119$189K0.1%2026-Q2
JPMORGAN CHASE & CO added7,069$188K0.1%2026-Q2
NEW YORK STATE COMMON RETIREMENT FUND5,637$150K0.1%2026-Q2
Vanguard Global Advisers, LLC5,410$144K0.1%2026-Q2
Police & Firemen's Retirement System of New Jersey3,919$104K0.0%2026-Q2
BNP PARIBAS FINANCIAL MARKETS trimmed2,526$67K0.0%2026-Q2
Rockefeller Capital Management L.P.2,299$61K0.0%2026-Q2
Tower Research Capital LLC (TRC) trimmed1,954$52K0.0%2026-Q2
Legal & General Group Plc added1,554$41K0.0%2026-Q2
Ameritas Investment Partners, Inc.1,387$37K0.0%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added1,244$33K0.0%2026-Q2
Arax Advisory Partners added767$20K0.0%2026-Q2
PNC Financial Services Group, Inc. trimmed709$19K0.0%2026-Q2
Versant Capital Management, Inc701$19K0.0%2026-Q2
GAMMA Investing LLC trimmed519$14K0.0%2026-Q2
NISA INVESTMENT ADVISORS, LLC337$9K0.0%2026-Q2
Sterling Capital Management LLC trimmed274$7K0.0%2026-Q2
Farther Finance Advisors, LLC added259$7K0.0%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed212$6K0.0%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC171$5K0.0%2026-Q2
TOWER TRUST & INVESTMENT Co155$4K0.0%2026-Q2
Allworth Financial LP added143$4K0.0%2026-Q2
JNBA Financial Advisors100$3K0.0%2026-Q2
Essential Partners LLC trimmed88$2K0.0%2026-Q2
EverSource Wealth Advisors, LLC trimmed60$2K0.0%2026-Q2
MassMutual Private Wealth & Trust, FSB58$2K0.0%2026-Q2
IFP Advisors, Inc added56$1K0.0%2026-Q2
ROTHSCHILD INVESTMENT LLC added55$1K0.0%2026-Q2
Larson Financial Group LLC new45$1K0.0%2026-Q2
Optiver Holding B.V. trimmed42$1K0.0%2026-Q2
Rialto Wealth Management, LLC28$7430.0%2026-Q2
TOUNJIAN ADVISORY PARTNERS, LLC new25$6740.0%2026-Q2
True Wealth Design, LLC added17$4520.0%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