FB Financial

FBK • NYSE

FB Financial is a banks - regional company in the financial services sector on NYSE, led by Christopher T. Holmes, with a market cap of $3.2B. As of Q3 2025, 70% of shares are held by 271 institutional investors, with BlackRock, Inc. as the largest holder at 11.31%.

CEOChristopher T. Holmes

Market Cap$3.2B

Banks - Regional

Financial Services

Employees1.6K

Websitefirstbankonline.com

Country

United States of America

Overview

Overview of institutional ownership in FBK as of Q3 2025 with a market cap of $3.0B

All Institutions

Institutions: 271
Value Held: $2.1B
Shares Held: 37.9M
Avg Position: $7.8M
Median Position: $633.4K

Hedge Funds

Hedge Funds: 19
Value Held: $83.7M
Shares Held: 1.5M
Avg Position: $4.4M
Median Position: $2.1M

Ownership Breakdown

Institutional (non-HF)

67.6%

$2.0B

Hedge Funds

2.79%

$83.7M

Retail & Other

29.61%

$888.7M

Based on market cap of $3.0B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in FBK as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
BlackRock, Inc. Institution	Laurence D. Fink CEO	$339.6M 0.01% of portfolio	11.31% 6.1M shares	Q1 2017 Held for 8y 9m	$5.67T
T T. Rowe Price Investment Management, Inc. Insurance Manager	John Edward Robison President	$239.6M 0.15% of portfolio	7.98% 4.3M shares	Q3 2022 Held for 3y 3m	$161.58B
VANGUARD GROUP INC Institution	Salim Ramji CEO	$164.9M 0.00% of portfolio	5.49% 3.0M shares	Q3 2016 Held for 9y 3m	$6.69T
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$128.8M 0.00% of portfolio	4.29% 2.3M shares	Q4 2016 Held for 9 years	$2.88T
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$112.6M 0.02% of portfolio	3.75% 2.0M shares	Q4 2017 Held for 8 years	$466.34B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$54.5M 0.00% of portfolio	1.82% 978.3K shares	Q4 2016 Held for 9 years	$1.57T
D DEPRINCE RACE & ZOLLO INC Long Only Manager	John Dudley Race CEO	$48.7M 0.97% of portfolio	1.62% 873.2K shares	Q3 2025 Held for 3 months	$5.0B
WASATCH ADVISORS INC Long Only Manager	Michael Kenneth Yeates CEO	$46.4M 0.25% of portfolio	1.54% 831.6K shares	Q3 2018 Held for 7y 3m	$18.6B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$45.6M 0.00% of portfolio	1.52% 817.9K shares	Q4 2016 Held for 9 years	$1.33T
GOLDMAN SACHS GROUP INC Institution	David M. Solomon CEO	$37.0M 0.01% of portfolio	1.23% 664.0K shares	Q3 2016 Held for 9y 3m	$691.37B

Net Capital Flow

Institutional buying and selling activity for FBK in Q3 2025

Traded: +$420.6M
Buyers: 185
Sellers: 86
Total Bought: +$521.4M
Total Sold: −$100.8M
Avg Position: $6.7M

Biggest Buyers

Institution	Net Bought	Current Position
D DEPRINCE RACE & ZOLLO INC Long Only Manager	+$48.7M +873.2K shares	$48.7M 873.2K shares
STATE STREET CORP Institution	+$38.4M +689.2K shares	$128.8M 2.3M shares
WELLINGTON MANAGEMENT CO LLP Long Only Manager	+$35.5M +637.5K shares	$35.5M 637.5K shares
D Davis Asset Management, L.P. Institution	+$34.5M +619.2K shares	$34.5M 619.2K shares
VANGUARD GROUP INC Institution	+$26.9M +483.2K shares	$164.9M 3.0M shares
FRONTIER CAPITAL MANAGEMENT CO LLC Long Only Manager	+$26.4M +473.5K shares	$26.4M 473.5K shares
Leeward Investments, LLC - MA Long Only Manager	+$20.7M +371.0K shares	$20.7M 371.0K shares
WESTWOOD HOLDINGS GROUP INC Institution	+$18.5M +331.2K shares	$18.5M 331.2K shares
CapWealth Advisors, LLC RIA/Wealth	+$18.0M +323.2K shares	$18.5M 331.8K shares
LOOMIS SAYLES & CO L P Long Only Manager	+$16.9M +304.0K shares	$16.9M 304.0K shares

Biggest Sellers

Institution	Net Sold	Current Position
Q Qube Research & Technologies Ltd Institution	−$14.3M −315.6K shares	Sold Off 0 shares
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	−$7.6M −167.7K shares	Sold Off 0 shares
Marshall Wace LLP Institution	−$6.4M −140.9K shares	Sold Off 0 shares
Invesco Ltd. ETF Provider	−$5.8M −103.2K shares	$6.0M 108.1K shares
C Cubist Systematic Strategies, LLC Institution	−$4.5M −98.5K shares	Sold Off 0 shares
JACOBS LEVY EQUITY MANAGEMENT, INC Hedge Fund•Quant	−$4.0M −72.2K shares	$6.7M 119.4K shares
T T. Rowe Price Investment Management, Inc. Insurance Manager	−$3.5M −62.5K shares	$239.6M 4.3M shares
B BRIDGEWAY CAPITAL MANAGEMENT INC Long Only Manager	−$3.4M −60.1K shares	$361.9K 6.5K shares
J JANE STREET GROUP, LLC Institution	−$2.8M −62.9K shares	Sold Off 0 shares
ExodusPoint Capital Management, LP Hedge Fund•Multi-Strategy	−$2.8M −61.7K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited FBK in Q3 2025

New Positions: 49
New Value: $214.2M
Exited Positions: 43
Exited Value: $54.5M

New Positions

Institution	Position Value
D DEPRINCE RACE & ZOLLO INC Long Only Manager	$48.7M 873.2K shares
D Davis Asset Management, L.P. Institution	$34.5M 619.2K shares
FRONTIER CAPITAL MANAGEMENT CO LLC Long Only Manager	$26.4M 473.5K shares
Leeward Investments, LLC - MA Long Only Manager	$20.7M 371.0K shares
WESTWOOD HOLDINGS GROUP INC Institution	$18.5M 331.2K shares
LOOMIS SAYLES & CO L P Long Only Manager	$16.9M 304.0K shares
SCHRODER INVESTMENT MANAGEMENT GROUP RIA/Wealth	$13.1M 235.0K shares
BOOTHBAY FUND MANAGEMENT, LLC Fund of Funds	$7.9M 141.3K shares
Private Capital Management, LLC RIA/Wealth	$6.3M 112.8K shares
Warren Averett Asset Management, LLC RIA/Wealth	$4.2M 76.1K shares

Exited Positions

Institution	Previous Position
Q Qube Research & Technologies Ltd Institution	$14.3M 315.6K shares
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$7.6M 167.7K shares
Marshall Wace LLP Institution	$6.4M 140.9K shares
C Cubist Systematic Strategies, LLC Institution	$4.5M 98.5K shares
J JANE STREET GROUP, LLC Institution	$2.8M 62.9K shares
ExodusPoint Capital Management, LP Hedge Fund•Multi-Strategy	$2.8M 61.7K shares
H HRT FINANCIAL LLC Institution	$1.5M 33.5K shares
Wakefield Asset Management LLLP RIA/Wealth	$1.2M 26.3K shares
Aquatic Capital Management LLC Hedge Fund•Quant	$1.2M 26.2K shares
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	$1.0M 22.2K shares

Options Activity

Institutions with the largest Call and Put options positions in FBK as of Q3 2025

Call Positions: 4
Call Value: $11.9M
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
M MENDON CAPITAL ADVISORS CORP Hedge Fund•Sector	$7.6M 1.4K contracts
J JANE STREET GROUP, LLC Institution	$4.3M 774.0 contracts
LEUCADIA NATIONAL CORP Institution	- - contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	- - contracts

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with FBK as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
PMC FIG Opportunities LLC Real Assets	John Charles Finch CEO	5.68% $3.5M	0.12% 63.6K shares	Q3 2025 Held for 3 months	$62.5M
Keystone Financial Group, Inc. RIA/Wealth	Timothy S Jenkins Partner	5.55% $9.3M	0.31% 167.2K shares	Q2 2025 Held for 6 months	$167.8M
JACOBS ASSET MANAGEMENT, LLC Hedge Fund•Long/Short	Seymour Murray Jacobs Managing Partner	3.05% $5.6M	0.19% 100.0K shares	Q2 2025 Held for 6 months	$182.7M
B BANC FUNDS CO LLC Institution	-	2.42% $9.9M	0.33% 178.5K shares	Q3 2025 Held for 3 months	$411.3M
John W. Rosenthal Capital Management, Inc. Hedge Fund•Long/Short	John William Rosenthal CEO	2.12% $2.1M	0.07% 38.4K shares	Q3 2024 Held for 1y 3m	$100.8M
Q QSV Equity Investors LLC Institution	-	1.93% $1.9M	0.06% 33.9K shares	Q4 2023 Held for 2 years	$97.9M
12th Street Asset Management Company, LLC Hedge Fund•Value	Michael Gerard Okeefe Member	1.88% $11.8M	0.39% 211.4K shares	Q2 2023 Held for 2y 6m	$628.0M
S SALZHAUER MICHAEL Institution	-	1.72% $3.3M	0.11% 58.7K shares	Q2 2020 Held for 5y 6m	$190.4M
CapWealth Advisors, LLC RIA/Wealth	Phoebe Jones Venable CEO	1.67% $18.5M	0.62% 331.8K shares	Q3 2020 Held for 5y 3m	$1.1B
PENN CAPITAL MANAGEMENT CO INC Long Only Manager	Pamela Marie Lawrence President	1.30% $16.9M	0.56% 302.7K shares	Q3 2017 Held for 8y 3m	$1.3B