Boston Private Financial Holdings Inc (BPFH) Ownership

14.75 ↑0.00 (0.00%)
As of June 30, 2021, 3:59pm EST.

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Boston Private Financial Holdings Inc (BPFH), owning a total of 12.2 million shares. Combined, the top 29 institutional holders of BPFH own 96.98% of the company with a total of 80 million shares.

In the latest ownership report, the top 29 institutional holders have increased their combined ownership of BPFH by 7.2 million shares, a 8.23% increase from the quarter prior.

Institution Ownership Chart

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Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc14.781%1.255%12,189,277151,0892021-03-31
Vanguard Group Inc10.976%1.654%9,051,586147,3082021-06-30
Vanguard Group Inc10.798%4.832%8,904,278410,4112021-03-31
Dimensional Fund Advisors, Inc.6.415%-2.905%5,289,721-158,2642021-03-31
Dimensional Fund Advisors, Inc.6.284%-2.029%5,182,372-107,3492021-06-30
State Street Corporation5.632%45.174%4,643,9881,445,0862021-03-31
HoldCo Asset Management, L.P.4.911%0.003%4,049,8161032021-03-31
HoldCo Asset Management, L.P.3.698%-24.693%3,049,816-1,000,0002021-06-30
Water Island Capital LLC3.289%0.000%2,712,2712,712,2712021-03-31
Millennium Management LLC3.257%1,308.890%2,686,0282,495,3792021-03-31
Bank of America Corp3.211%2,387.570%2,648,2622,541,8022021-03-31
Hudson Bay Capital Management LP2.450%0.000%2,020,6582,020,6582021-03-31
Omni Partners LLP1.996%0.000%1,645,9861,645,9862021-03-31
Morgan Stanley - Brokerage Accounts1.584%84.112%1,306,489596,8732021-03-31
Geode Capital Management, LLC1.566%-0.789%1,291,427-10,2712020-12-31
Banc Funds Co LLC1.357%-46.758%1,118,854-982,6002021-03-31
Banc Funds Co LLC1.357%0.000%1,118,85402021-06-30
Northern Trust Corp1.343%-13.211%1,107,300-168,5572021-03-31
State Of Wisconsin Investment Board1.274%0.000%1,050,3091,050,3092021-03-31
State Of Wisconsin Investment Board1.273%-0.027%1,050,021-2882021-06-30
JPMorgan Chase & Co1.237%100.526%1,020,332511,5052021-03-31
BMO Global Asset Management1.148%72.191%946,564396,8452020-12-31
Bank of New York Mellon Corp1.112%-63.110%916,922-1,568,6292021-03-31
Goldman Sachs Group Inc1.095%-8.354%902,882-82,3012021-03-31
Balyasny Asset Management LLC1.058%109.184%872,368455,3342021-03-31
Bank of New York Mellon Corp1.052%-5.428%867,152-49,7702021-06-30
Charles Schwab Investment Management Inc1.046%-43.706%862,148-669,3542021-03-31
Wellington Management Company LLP0.946%-86.453%780,457-4,980,5322021-03-31
Deutsche Bank AG0.834%117.317%687,549371,1682021-03-31

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Boston Private Financial Holdings Inc (BPFH), owning a total of 2.3 million shares. Combined, the top 34 mutual fund holders of BPFH own 30.88% of the company with a total of 25.5 million shares.

In the latest ownership report, the top 34 mutual funds have increased their combined ownership of BPFH by 365 thousand shares, a 1.41% increase from the quarter prior.

Mutual Funds Chart

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Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv2.845%0.241%2,345,9765,6362021-06-30
Vanguard Small Cap Index2.502%1.500%2,063,18830,4872021-06-30
iShares Russell 2000 ETF2.178%0.000%1,795,97102021-06-30
SPDR® S&P Regional Banking ETF2.100%-0.959%1,731,608-16,7702021-06-30
Vanguard Small Cap Value Index Inv1.546%3.311%1,274,92140,8652021-06-30
Vanguard Extended Market Index Investor1.467%1.068%1,209,38712,7812021-06-30
DFA US Targeted Value I1.122%0.000%925,60802021-06-30
DFA US Targeted Value I1.122%0.000%925,60802021-05-31
DFA US Small Cap I1.053%0.000%868,38402021-05-31
DFA US Small Cap I1.053%0.000%868,38402021-06-30
iShares Russell 2000 Value ETF1.017%0.000%838,61202021-06-30
DFA US Micro Cap I0.917%0.000%756,05102021-05-31
DFA US Micro Cap I0.917%0.000%756,05102021-06-30
DFA US Small Cap Value I0.829%0.000%683,35502021-05-31
DFA US Small Cap Value I0.829%0.000%683,35502021-06-30
Fidelity® Small Cap Index0.753%1.634%620,7669,9792021-05-31
Vanguard Tax-Managed Small Cap Adm0.740%0.000%610,10402021-06-30
SPDR® S&P 600 Small Cap Value ETF0.736%0.000%606,77602021-06-30
Fidelity® Small Cap Index0.669%-7.119%551,626-42,2812021-01-31
Principal SmallCap S&P 600 Idx SP0.554%0.909%456,7564,1152021-06-30
1290 VT GAMCO Small Company Value IB0.534%0.000%440,00002021-06-30
1290 VT GAMCO Small Company Value IB0.534%0.000%440,00002021-05-31
Fidelity® Extended Market Index0.523%2.171%430,9669,1592021-05-31
Fidelity® Extended Market Index0.523%0.000%430,96602021-06-30
DFA Tax-Managed US Targeted Value0.455%0.000%375,04202021-06-30
State St Russell Sm/Mid Cp® Indx NL Cl C0.445%-5.267%366,895-20,4002021-06-30
Columbia Small Cap Index Inst0.425%-2.548%350,538-9,1652021-06-30
Xtrackers Stoxx Eurp 600 Tech Swap ETF1C0.400%0.000%330,000330,0002021-05-31
GW&K Global Small Cap Strategy0.370%0.000%305,14002021-03-31
NT R2000 Value Index Fund - NL0.368%-1.661%303,548-5,1272021-06-30
Vanguard High Dividend Yield ETF0.358%1.269%294,9453,6962021-06-30
NT R2000 Index Fund - NL0.343%1.281%282,5203,5732021-06-30
Vanguard S&P Small-Cap 600 ETF0.336%3.258%277,1918,7472021-06-30
DFA US Core Equity 2 I0.316%0.000%260,72602021-06-30

Discussions

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substancetag

$BPFH they don’t want us to shine… But we gon shine…

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