Altabancorp (ALTA) Ownership

44.15 ↓0.01 (-0.02%)

As of September 30, 2021, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Altabancorp (ALTA), owning a total of 1.2 million shares. Combined, the top 43 institutional holders of ALTA own 77.31% of the company with a total of 14.6 million shares.

In the latest ownership report, the top 43 institutional holders have increased their combined ownership of ALTA by 1.1 million shares, a 6.88% increase from the quarter prior.

Institution Ownership Chart

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	6.475%	3.429%	1,222,901	40,538	2021-06-30
BlackRock Inc	6.264%	8.815%	1,182,363	95,779	2021-03-31
DAVIS CAPITAL PARTNERS, LLC	5.246%	0.000%	990,283	0	2021-03-31
DAVIS CAPITAL PARTNERS, LLC	5.243%	0.000%	990,283	0	2021-06-30
Vanguard Group Inc	3.756%	4.850%	709,033	32,796	2021-03-31
Vanguard Group Inc	3.755%	0.017%	709,156	123	2021-06-30
FJ Capital Management LLC	3.212%	0.000%	606,300	606,300	2021-03-31
FJ Capital Management LLC	3.119%	-2.853%	589,000	-17,300	2021-06-30
Copperwynd Financial, LLC	3.055%	0.000%	576,670	0	2021-03-31
Copperwynd Financial, LLC	3.053%	0.000%	576,670	0	2021-06-30
Dimensional Fund Advisors, Inc.	2.825%	-0.955%	533,289	-5,142	2021-03-31
Dimensional Fund Advisors, Inc.	2.806%	-0.636%	529,896	-3,393	2021-06-30
Wasatch Advisors Inc.	2.586%	1.322%	488,229	6,368	2021-03-31
Forest Hill Capital, LLC	1.799%	0.000%	339,626	0	2021-03-31
State Street Corporation	1.751%	9.057%	330,675	27,461	2021-06-30
State Street Corporation	1.606%	-2.147%	303,214	-6,654	2021-03-31
Ameriprise Financial Inc	1.574%	4.296%	297,157	12,239	2021-03-31
Ameriprise Financial Inc	1.551%	-1.409%	292,971	-4,186	2021-06-30
Geode Capital Management, LLC	1.476%	6.527%	278,812	17,084	2021-06-30
Geode Capital Management, LLC	1.387%	-0.932%	261,728	-2,463	2020-12-31
Magnetar Financial LLC	1.108%	0.000%	209,252	209,252	2021-06-30
Soltis Investment Advisors, LLC	1.012%	-25.810%	191,005	-66,449	2021-03-31
Soltis Investment Advisors, LLC	1.011%	-0.060%	190,891	-114	2021-06-30
Northern Trust Corp	0.976%	4.498%	184,282	7,932	2021-06-30
Northern Trust Corp	0.934%	-7.969%	176,350	-15,271	2021-03-31
Morgan Stanley - Brokerage Accounts	0.722%	10,918.100%	136,294	135,057	2021-06-30
Wasatch Advisors Inc.	0.691%	-73.289%	130,412	-357,817	2021-06-30
Renaissance Technologies Corp	0.650%	-27.131%	122,740	-45,700	2021-03-31
Mutual Of America Capital Management LLC	0.619%	0.000%	116,895	116,895	2021-06-30
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0.614%	0.000%	115,900	115,900	2021-06-30
Diamond Hill Capital Management Inc	0.583%	17.278%	110,020	16,209	2021-03-31
Diamond Hill Capital Management Inc	0.583%	0.000%	110,020	0	2021-06-30
Charles Schwab Investment Management Inc	0.564%	4.947%	106,464	5,018	2021-06-30
Bank of New York Mellon Corp	0.560%	1.573%	105,631	1,636	2021-03-31
Bank of New York Mellon Corp	0.551%	-1.525%	104,020	-1,611	2021-06-30
Charles Schwab Investment Management Inc	0.537%	1.726%	101,446	1,721	2021-03-31
Cnh Partners, LLC	0.516%	0.000%	97,479	97,479	2021-06-30
Stifel Financial Corp	0.514%	0.000%	97,000	0	2021-03-31
EJF Capital LLC	0.479%	-46.072%	90,478	-77,298	2021-03-31
Goldman Sachs Group Inc	0.476%	337.807%	89,895	69,362	2021-06-30
Nuveen Asset Management, LLC	0.364%	-3.658%	68,764	-2,611	2021-03-31
Keebeck Alpha, LP	0.362%	0.000%	68,288	68,288	2021-06-30
Mellon Investments Corporation	0.345%	2.199%	65,069	1,400	2021-03-31

Mutual Fund Ownership

Wasatch Micro Cap is the biggest individual fund holder of Altabancorp (ALTA), owning a total of 465 thousand shares. Combined, the top 83 mutual fund holders of ALTA own 59.57% of the company with a total of 11.3 million shares.

In the latest ownership report, the top 83 mutual funds have decreased their combined ownership of ALTA by 350 thousand shares, a 3.01% decrease from the quarter prior.

Mutual Funds Chart

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Wasatch Micro Cap	2.463%	2.092%	464,916	9,525	2021-03-31
iShares Russell 2000 ETF	2.252%	0.000%	425,343	0	2021-09-30
iShares Russell 2000 ETF	2.235%	-0.248%	422,123	-1,050	2021-08-31
iShares Russell 2000 ETF	2.230%	-0.199%	420,933	-838	2021-06-30
iShares Russell 2000 ETF	2.203%	-0.702%	416,033	-2,940	2021-07-30
Vanguard Total Stock Mkt Idx Inv	1.961%	0.098%	370,303	363	2021-09-30
Vanguard Total Stock Mkt Idx Inv	1.960%	0.041%	369,940	151	2021-06-30
Vanguard Total Stock Mkt Idx Inv	1.959%	0.000%	369,940	0	2021-08-31
Vanguard Total Stock Mkt Idx Inv	1.959%	0.000%	369,940	0	2021-07-31
Vanguard Extended Market Index Investor	1.232%	3.650%	232,769	8,197	2021-09-30
Vanguard Extended Market Index Investor	1.189%	0.141%	224,572	316	2021-08-31
Vanguard Extended Market Index Investor	1.187%	2.152%	224,256	4,725	2021-07-31
Vanguard Extended Market Index Investor	1.163%	-0.427%	219,531	-942	2021-06-30
iShares Russell 2000 Value ETF	1.047%	1.742%	197,623	3,384	2021-06-30
iShares Russell 2000 Value ETF	1.010%	0.000%	190,815	0	2021-07-30
iShares Russell 2000 Value ETF	1.002%	0.000%	189,231	0	2021-08-31
iShares Russell 2000 Value ETF	0.984%	0.000%	185,853	0	2021-09-30
Columbia Small Cap Value I A	0.764%	1.192%	144,362	1,700	2021-07-31
Columbia Small Cap Value I A	0.756%	3.632%	142,662	5,000	2021-06-30
Columbia Small Cap Value I	0.755%	6.654%	142,662	8,900	2021-06-30
DFA US Small Cap I	0.745%	1.607%	140,782	2,226	2021-08-31
DFA US Small Cap I	0.745%	0.000%	140,782	0	2021-09-30
DFA US Small Cap I	0.734%	2.630%	138,556	3,551	2021-07-31
DFA US Small Cap I	0.715%	0.000%	135,005	0	2021-05-31
DFA US Small Cap I	0.715%	0.000%	135,005	0	2021-06-30
Columbia Small Cap Value I	0.709%	4.696%	133,762	6,000	2021-03-31
Fidelity® Small Cap Index	0.696%	0.000%	131,366	0	2021-08-31
Fidelity® Small Cap Index	0.696%	0.930%	131,366	1,210	2021-07-31
Wasatch Micro Cap	0.690%	-71.972%	130,306	-334,610	2021-06-30
Fidelity® Small Cap Index	0.689%	8.348%	130,156	10,028	2021-06-30
Columbia Small Cap Value I A	0.686%	-10.219%	129,610	-14,752	2021-08-31
Fidelity® Small Cap Index	0.636%	0.914%	120,128	1,088	2021-05-31
Mutual of America Small Cap Growth	0.575%	0.000%	108,680	108,680	2021-06-30
Diamond Hill Small Cap Equity	0.567%	0.000%	107,100	0	2021-06-30
Mutual of America Small Cap Growth	0.567%	-1.433%	107,123	-1,557	2021-09-30
Diamond Hill Small Cap Equity	0.567%	0.000%	107,100	0	2021-09-30
Diamond Hill Small Cap Equity	0.567%	0.000%	107,100	0	2021-08-31
Diamond Hill Small Cap Inv	0.557%	0.000%	105,206	0	2021-06-30
Diamond Hill Small Cap Inv	0.557%	0.000%	105,206	0	2021-08-31
Diamond Hill Small Cap Inv	0.557%	0.000%	105,206	0	2021-09-30
Diamond Hill Small Cap Inv	0.557%	0.000%	105,206	0	2021-07-31
Columbia VP Small Cap Value 1	0.541%	-2.669%	102,123	-2,800	2021-06-30
Fidelity® Small Cap Index	0.539%	0.000%	101,696	0	2021-01-31
Columbia VP Small Cap Value 1	0.529%	-2.154%	99,923	-2,200	2021-07-31
1919 Financial Services A	0.487%	-5.155%	92,000	-5,000	2021-06-30
Columbia VP Small Cap Value 1	0.475%	-10.259%	89,672	-10,251	2021-08-31
DFA US Micro Cap I	0.459%	5.087%	86,763	4,200	2021-09-30
DFA US Micro Cap I	0.437%	4.782%	82,563	3,768	2021-08-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.436%	4.178%	82,291	3,300	2021-08-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.436%	0.000%	82,291	0	2021-09-30
Columbia Small Cap Value I A	0.428%	-37.622%	80,848	-48,762	2021-09-30
Columbia Small Cap Value I	0.428%	-43.329%	80,848	-61,814	2021-09-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.419%	0.000%	78,991	0	2021-06-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.418%	0.000%	78,991	0	2021-07-31
DFA US Micro Cap I	0.417%	5.052%	78,795	3,789	2021-07-31
Fidelity® Extended Market Index	0.416%	2.657%	78,625	2,035	2021-09-30
Fidelity® Extended Market Index	0.406%	3.161%	76,590	2,347	2021-05-31
Fidelity® Extended Market Index	0.406%	0.000%	76,590	0	2021-08-31
Fidelity® Extended Market Index	0.406%	0.000%	76,590	0	2021-07-31
Fidelity® Extended Market Index	0.406%	0.000%	76,590	0	2021-06-30
DFA US Micro Cap I	0.397%	4.369%	75,006	3,140	2021-05-31
DFA US Micro Cap I	0.397%	0.000%	75,006	0	2021-06-30
1919 Financial Services A	0.392%	-19.565%	74,000	-18,000	2021-07-31
1919 Financial Services A	0.361%	0.000%	68,200	0	2021-09-30
1919 Financial Services A	0.361%	-7.838%	68,200	-5,800	2021-08-31
Schwab US Small-Cap ETF™	0.348%	0.153%	65,661	100	2021-09-30
DFA US Targeted Value I	0.347%	0.000%	65,506	0	2021-05-31
DFA US Targeted Value I	0.347%	0.000%	65,506	0	2021-06-30
State St Russell Sm Cap® Indx NL Cl C	0.343%	0.000%	64,718	0	2021-06-30
State St Russell Sm Cap® Indx NL Cl C	0.343%	0.000%	64,718	0	2021-07-31
State St Russell Sm Cap® Indx NL Cl C	0.343%	0.000%	64,718	0	2021-08-31
State St Russell Sm Cap® Indx NL Cl C	0.343%	0.000%	64,718	0	2021-09-30
NT R2000 Value Index Fund - NL	0.334%	11.677%	62,977	6,585	2021-06-30
NT R2000 Index Fund - NL	0.327%	14.209%	61,659	7,671	2021-06-30
DFA US Targeted Value I	0.317%	-8.528%	59,920	-5,586	2021-07-31
NT R2000 Value Index Fund - NL	0.315%	-5.691%	59,393	-3,584	2021-09-30
NT R2000 Index Fund - NL	0.308%	-5.527%	58,251	-3,408	2021-09-30
Columbia VP Small Cap Value 1	0.294%	-38.178%	55,437	-34,235	2021-09-30
NT R2000 Index Fund - DC - NL - 2	0.237%	-3.604%	44,807	-1,675	2021-09-30
Vanguard Russell 2000 ETF	0.218%	-0.659%	41,175	-273	2021-09-30
Schwab Small Cap Index	0.202%	-2.015%	38,215	-786	2021-09-30
DFA US Core Equity 2 I	0.197%	0.000%	37,237	0	2021-09-30
NT R2000 Value Index Fund - L	0.180%	-2.416%	34,051	-843	2021-09-30