CrossFirst Bankshares Inc (CFB) Ownership

12.53 ↑0.04 (0.32%)

As of April 26, 2024, 3:01pm EST.

Institutions
Mutual Funds

Institutional Ownership

T. Rowe Price Investment Management,Inc. is the biggest individual institutional holder of CrossFirst Bankshares Inc (CFB), owning a total of 6.4 million shares. Combined, the top 28 institutional holders of CFB own 62.96% of the company with a total of 31 million shares.

In the latest ownership report on December 31st 2023, the top 28 institutional holders increased their combined ownership of CFB by 1.9 million shares. 13 institutions bought 1,964,448 total additional shares and increased their ownership by an average of 40.67%. However 4 institutions sold 42,538 total shares and decreased their ownership by an average of 2.6%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of CrossFirst Bankshares increased by a net total of 1,921,910 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
T. Rowe Price Investment Management,Inc.	12.911%	5.211%	6,371,044	315,557	2023-12-31
BlackRock Inc	7.499%	12.164%	3,700,220	401,269	2023-12-31
Vanguard Group Inc	4.553%	3.138%	2,246,759	68,350	2023-12-31
Banc Funds Co LLC	3.263%	0.000%	1,610,289	0	2023-12-31
Dimensional Fund Advisors, Inc.	2.956%	14.710%	1,458,843	187,077	2023-12-31
State Street Corporation	2.373%	8.994%	1,171,167	96,645	2023-12-31
King Luther Capital Management Corp	2.151%	0.000%	1,061,216	0	2023-12-31
Geode Capital Management, LLC	1.971%	6.172%	972,429	56,529	2023-12-31
CapTrust Financial Advisors	1.286%	-3.532%	634,452	-23,228	2023-12-31
Northern Trust Corp	0.979%	14.066%	483,068	59,570	2023-12-31
Goldman Sachs Group Inc	0.956%	259.558%	471,564	340,413	2023-12-31
American Century Companies Inc	0.950%	24.229%	468,637	91,401	2023-12-31
Morgan Stanley - Brokerage Accounts	0.746%	62.043%	368,261	140,999	2023-12-31
Charles Schwab Investment Management Inc	0.685%	0.164%	337,899	552	2023-12-31
Bridgeway Capital Management, LLC	0.676%	18.659%	333,490	52,440	2023-12-31
Mariner Wealth Advisors, LLC	0.630%	-2.941%	311,091	-9,426	2023-12-31
Millennium Management LLC	0.624%	99.569%	307,957	153,646	2023-12-31
Creative Planning Inc	0.510%	-0.626%	251,541	-1,584	2023-12-31
Hotchkis & Wiley Capital Management LLC	0.491%	-3.313%	242,230	-8,300	2023-12-31
State of New Jersey Common Pension Fd D	0.468%	0.000%	230,905	0	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
T. Rowe Price Investment Management,Inc.	12.911%	5.211%	6,371,044	315,557	2023-12-31
T. Rowe Price Associates, Inc.	9.555%	0.094%	4,661,637	4,390	2022-06-30
BlackRock Inc	7.499%	12.164%	3,700,220	401,269	2023-12-31
Vanguard Group Inc	4.553%	3.138%	2,246,759	68,350	2023-12-31
Banc Funds Co LLC	3.263%	0.000%	1,610,289	0	2023-12-31
Dimensional Fund Advisors, Inc.	2.956%	14.710%	1,458,843	187,077	2023-12-31
Federated Hermes Inc	2.846%	-25.734%	1,403,885	-486,449	2023-09-30
State Street Corporation	2.373%	8.994%	1,171,167	96,645	2023-12-31
King Luther Capital Management Corp	2.151%	0.000%	1,061,216	0	2023-12-31
Geode Capital Management, LLC	1.971%	6.172%	972,429	56,529	2023-12-31
Frontier Wealth Management, LLC	1.523%	-1.338%	737,614	-10,000	2022-06-30
CapTrust Financial Advisors	1.286%	-3.532%	634,452	-23,228	2023-12-31
Northern Trust Corp	0.979%	14.066%	483,068	59,570	2023-12-31
Goldman Sachs Group Inc	0.956%	259.558%	471,564	340,413	2023-12-31
American Century Companies Inc	0.950%	24.229%	468,637	91,401	2023-12-31
Morgan Stanley - Brokerage Accounts	0.746%	62.043%	368,261	140,999	2023-12-31
Charles Schwab Investment Management Inc	0.685%	0.164%	337,899	552	2023-12-31
Bridgeway Capital Management, LLC	0.676%	18.659%	333,490	52,440	2023-12-31
Mariner Wealth Advisors, LLC	0.630%	-2.941%	311,091	-9,426	2023-12-31
Millennium Management LLC	0.624%	99.569%	307,957	153,646	2023-12-31
Putnam Investments LLC	0.577%	-9.285%	280,407	-28,701	2022-12-31
EJF Capital LLC	0.569%	-60.171%	277,027	-418,508	2023-03-31
Creative Planning Inc	0.510%	-0.626%	251,541	-1,584	2023-12-31
Hotchkis & Wiley Capital Management LLC	0.491%	-3.313%	242,230	-8,300	2023-12-31
State of New Jersey Common Pension Fd D	0.468%	0.000%	230,905	0	2023-12-31
UMB Bank NA	0.405%	-7.434%	199,981	-16,060	2023-09-30
Lavaca Capital LLC	0.402%	0.000%	198,384	198,384	2023-09-30
Bank of New York Mellon Corp	0.401%	-1.281%	197,842	-2,568	2023-09-30

Mutual Fund Ownership

T. Rowe Price Small-Cap Value is the biggest individual fund holder of CrossFirst Bankshares Inc (CFB), owning a total of 2.1 million shares. Combined, the top 34 mutual fund holders of CFB own 40.88% of the company with a total of 20.2 million shares.

In the latest ownership report on March 31st 2024, the top 34 fund holders increased their combined ownership of CFB by 10 thousand shares. 1 funds bought 12,900 total additional shares and increased their ownership by an average of 4.59%. However 1 funds sold 3,330 total shares and decreased their ownership by an average of 1.51%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding CrossFirst Bankshares increased by a net total of 9,570 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
State St Russell Sm/Mid Cp® Indx NL Cl C	0.594%	4.592%	293,802	12,900	2024-03-31
SPDR® S&P Regional Banking ETF	0.439%	-1.513%	216,773	-3,330	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
T. Rowe Price Small-Cap Value	4.278%	3.571%	2,114,605	72,900	2023-12-31
Federated Hermes Kaufmann Small Cap A	2.845%	-25.751%	1,402,577	-486,449	2023-09-30
Federated Hermes Kaufmann Small Cap Grow	2.845%	-25.751%	1,402,577	-486,449	2023-09-30
T. Rowe Price Small-Cap Stock	2.663%	5.983%	1,316,250	74,300	2023-12-31
T. Rowe Price US Small-Cap Core Equity	2.663%	5.983%	1,316,250	74,300	2023-12-31
Vanguard Total Stock Mkt Idx Inv	2.433%	0.000%	1,202,409	0	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	2.394%	1.856%	1,180,258	21,504	2023-03-31
iShares Russell 2000 ETF	2.332%	0.048%	1,152,609	555	2024-03-28
T. Rowe Price U.S. SC Value Eq Tr-Z	1.872%	5.100%	925,324	44,900	2023-12-31
Vanguard Institutional Extnd Mkt Idx Tr	1.329%	-0.136%	656,887	-895	2024-02-29
T. Rowe Price U.S. SC Core Eq Tr-Z	1.276%	11.962%	630,833	67,400	2023-12-31
T. Rowe Price Instl Small-Cap Stock	1.237%	6.944%	611,395	39,700	2023-12-31
Vanguard Extended Market Index Investor	1.189%	-0.041%	586,170	-243	2023-08-31
Avantis US Small Cap Value ETF	1.041%	0.000%	514,425	0	2024-03-29
Fidelity Small Cap Index	0.926%	2.131%	457,613	9,549	2024-01-31
iShares Russell 2000 Value ETF	0.886%	-0.063%	438,021	-278	2024-03-28
Fidelity® Small Cap Index	0.873%	3.867%	430,361	16,021	2023-10-31
DFA US Small Cap Value I	0.753%	11.133%	372,264	37,291	2024-02-29
Avantis® U.S. Small Cap Value ETF	0.613%	0.000%	298,167	0	2023-07-29
State St Russell Sm/Mid Cp® Indx NL Cl C	0.594%	4.592%	293,802	12,900	2024-03-31
Hillsdale US Small Cap Eq Fund Srs A U$	0.552%	0.000%	267,200	0	2022-03-31
Fidelity Extended Market Index	0.479%	-0.482%	236,917	-1,148	2024-02-29
Fidelity® Extended Market Index	0.472%	2.903%	232,611	6,562	2023-11-30
DFA US Targeted Value I	0.443%	15.943%	218,933	30,105	2024-02-29
SPDR® S&P Regional Banking ETF	0.439%	-1.513%	216,773	-3,330	2024-03-31
Schwab US Small-Cap ETF™	0.404%	0.000%	199,669	0	2024-03-29
Putnam U.S. Small Cap Value Equity	0.403%	-11.157%	195,900	-24,600	2022-12-31
Putnam Small Cap Value Managed Account	0.403%	-11.157%	195,900	-24,600	2022-12-31
Putnam Small Cap Value A	0.403%	-11.157%	195,900	-24,600	2022-12-31
Bridgeway Omni Small-Cap Value N	0.373%	26.878%	184,100	39,000	2023-12-31
Bridgeway Omni Small-Cap Value	0.373%	26.878%	184,100	39,000	2023-12-31
DFA US Micro Cap I	0.372%	0.000%	183,747	0	2024-01-31
T. Rowe Price Small-Cap Value Equity	0.360%	0.000%	177,654	0	2023-12-31
Northwestern Mutual Ser Small Cap Value	0.360%	0.000%	177,654	0	2023-12-31