First Western Financial, Inc.
First Western Financial, Inc. (MYFW) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · MYFW · as of Sep 30, 2025
Ownership Breakdown
92
Institutional Holders
▲ 10 vs Q2
$145.87M
Total Inst. Value
▲ $10.43M vs Q2
9.73M
Shares Outstanding
freeFloat 79.93%
6.30M
13F Shares Held
▲ 296,069 vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
MYFW largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
NORTH REEF CAPITAL MANAGEMENT LP state commercial banks | 617.8K | 6.36% | 6.36% | $14.23B | Nov 14, 2025 | ▲ 72.1K |
BLACKROCK, INC. state commercial banks | 494.9K | 5.10% | 5.10% | $11.39B | Nov 12, 2025 | ▼ 13.5K |
VANGUARD GROUP INC state commercial banks | 427.4K | 4.40% | 4.40% | $9.84B | Nov 7, 2025 | ▼ 6.0K |
BANC FUNDS CO LLC state commercial banks | 414.6K | 4.27% | 4.27% | $9.55B | Nov 14, 2025 | ▼ 75.9K |
ALGEBRIS (UK) LTD state commercial banks | 315.4K | 3.25% | 3.25% | $7.26B | Oct 31, 2025 | NEW |
JACOBS ASSET MANAGEMENT, LLC state commercial banks | 315.0K | 3.24% | 3.24% | $7.25B | Nov 13, 2025 | ▼ 25.0K |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. state commercial banks | 311.5K | 3.21% | 3.21% | $7.17B | Nov 14, 2025 | ▼ 3.2K |
MENDON CAPITAL ADVISORS CORP state commercial banks | 253.3K | 2.61% | 2.61% | $5.83B | Nov 14, 2025 | ▼ 27.2K |
DIMENSIONAL FUND ADVISORS LP state commercial banks | 250.1K | 2.58% | 2.58% | $5.76B | Nov 12, 2025 | ▲ 12.7K |
ALLIANCEBERNSTEIN L.P. state commercial banks | 199.5K | 2.05% | 2.05% | $4.59B | Nov 14, 2025 | ▼ 158.0K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
15
Increased
+264.9K shares10
New Positions
first time holders19
Decreased
−374.5K shares0
Sold Out
fully exitedNet shares change (top 50)
109.6K
+264.9K / −374.5K
Net new holders
+6
10 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
MYFW insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
13
Buy transactions
11
Sell transactions
1.18
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Gart Thomas A director | Jun 3, 2026 | Award | 974 | — | — | 25.5K | Form 4 ↗ |
Hamill Patrick H director | Jun 3, 2026 | Award | 974 | — | — | 165.2K | Form 4 ↗ |
Latimer Luke A director | Jun 3, 2026 | Award | 974 | — | — | 57.5K | Form 4 ↗ |
Mitchell Scott C director | Jun 3, 2026 | Award | 974 | — | — | 5.5K | Form 4 ↗ |
Robinson Ellen S. director | Jun 3, 2026 | Award | 974 | — | — | 2.9K | Form 4 ↗ |
Smith Mark L director | Jun 3, 2026 | Award | 974 | — | — | 53.6K | Form 4 ↗ |
Zimlich Joseph C. director | Jun 3, 2026 | Award | 974 | — | — | 42.1K | Form 4 ↗ |
Duncan David R director | Jun 3, 2026 | Award | 974 | — | — | 44.7K | Form 4 ↗ |
Caponi Julie A director | Jun 3, 2026 | Award | 974 | — | — | 23.6K | Form 4 ↗ |
Wylie Scott C CHAIRMAN, CEO AND PRESIDENT | May 22, 2026 | Sale | 6,417 | $28.31 | $181.7K | 750.3K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
First Western Financial, Inc. (MYFW) is primarily owned by institutional investors, who hold approximately 64.8% of total shares outstanding. Company insiders own approximately 20.07%, while retail and public investors account for the remaining 15.18%.
The largest institutional shareholder of First Western Financial, Inc. is NORTH REEF CAPITAL MANAGEMENT LP, holding approximately 617,824 shares — equal to 6.36% of outstanding shares — as of September 30, 2025.
A total of 92 institutional investors currently hold MYFW stock, with a combined institutional value of approximately $145,868,337 as of the most recent 13F filing period.
Frequently asked questions
MYFW ownershipFirst Western Financial, Inc. (MYFW) is primarily owned by institutional investors, who hold approximately 64.8% of shares. The largest shareholder is NORTH REEF CAPITAL MANAGEMENT LP with a 6.36% stake. Company insiders hold 20.07%. Data sourced from SEC Form 13F as of September 30, 2025.