HomeStreet Inc (HMST) Ownership

15.05 ↓0.16 (-1.05%)
As of March 28, 2024, 3:59pm EST.

Institutional Ownership

Fourthstone LLC is the biggest individual institutional holder of HomeStreet Inc (HMST), owning a total of 1.6 million shares. Combined, the top 39 institutional holders of HMST own 87.91% of the company with a total of 16.5 million shares.

In the latest ownership report on December 31st 2023, the top 39 institutional holders increased their combined ownership of HMST by 417 thousand shares. 5 institutions bought 619,914 total additional shares and increased their ownership by an average of 12.58%. However 2 institutions sold 203,264 total shares and decreased their ownership by an average of 13.7%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of HomeStreet increased by a net total of 416,650 in the latest quarter.

Institution Ownership Chart

Your browser does not support this chart.

Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc8.189%25.389%1,540,335311,8862023-12-31
LSV Asset Management3.097%-24.024%582,587-184,2212023-12-31
Dimensional Fund Advisors, Inc.2.890%-3.385%543,588-19,0432023-12-31
AQR Capital Management LLC2.364%17.345%444,73065,7372023-12-31
Pinnacle Holdings, LLC1.201%9.331%225,80719,2722023-12-31
American Century Companies Inc1.182%10.842%222,26521,7402023-12-31
Prudential Financial Inc1.070%0.000%201,279201,2792023-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Fourthstone LLC8.557%7,948.100%1,609,6201,589,6202023-09-30
BlackRock Inc8.189%25.389%1,540,335311,8862023-12-31
Vanguard Group Inc5.030%-1.396%946,190-13,3992023-09-30
Brandywine Global Investment Mgmt LLC4.918%146.379%923,330548,5702023-03-31
Hotchkis & Wiley Capital Management LLC3.379%1.045%635,5206,5702023-09-30
LSV Asset Management3.097%-24.024%582,587-184,2212023-12-31
Dimensional Fund Advisors, Inc.2.890%-3.385%543,588-19,0432023-12-31
Morgan Stanley - Brokerage Accounts2.824%20.140%531,12389,0352023-09-30
Ameriprise Financial Inc2.620%5.228%492,81124,4832023-09-30
Charles Schwab Investment Management Inc2.440%25.692%458,96093,8122023-09-30
AQR Capital Management LLC2.364%17.345%444,73065,7372023-12-31
Jacobs Levy Equity Management, Inc.2.313%47.620%435,099140,3572023-09-30
Arrowstreet Capital Limited Partnership2.161%-0.589%406,412-2,4072023-09-30
Geode Capital Management, LLC2.022%-3.856%380,395-15,2562023-09-30
State Street Corporation1.988%-14.827%374,010-65,1092023-09-30
Millennium Management LLC1.932%880.432%363,446326,3762023-06-30
Renaissance Technologies Corp1.920%404.840%360,900289,4122023-06-30
Mesirow Institutional Investment Management, Inc.1.883%52.157%353,510121,1772023-03-31
Marshall Wace Asset Management Ltd1.774%74.596%333,666142,5582023-09-30
Azora Capital LP1.722%0.000%323,955323,9552023-09-30
Nuveen Asset Management, LLC1.536%-40.267%288,326-194,3652022-12-31
Congress Asset Management Company, LLP1.517%0.136%285,3473862023-09-30
D. E. Shaw & Co LP1.479%-39.318%278,258-180,2932023-09-30
Rhino Investment Partners, Inc.1.452%199.054%272,579181,4322023-03-31
Kennedy Capital Management Inc1.449%25.179%272,36954,7852023-06-30
Northern Trust Corp1.425%-1.135%267,502-3,0712023-03-31
Federated Hermes Inc1.401%-11.977%262,480-35,7132022-09-30
Bank of New York Mellon Corp1.362%3.344%255,6628,2732023-03-31
Terrapin Asset Management LLC1.314%0.000%247,225247,2252023-09-30
CCG WEALTH MANAGEMENT, LLC1.222%9.667%229,78120,2552023-09-30
Pinnacle Holdings, LLC1.201%9.331%225,80719,2722023-12-31
American Century Companies Inc1.182%10.842%222,26521,7402023-12-31
Amvescap Plc.1.164%-39.822%218,220-144,4032022-09-30
Bank of Montreal1.104%444.428%207,400169,3052023-06-30
JPMorgan Chase & Co1.097%-10.842%205,433-24,9822022-06-30
Prudential Financial Inc1.070%0.000%201,279201,2792023-12-31
Citadel Advisors Llc1.020%57.211%191,40769,6552022-12-31
Acuitas Investments, LLC0.979%0.000%184,188184,1882023-09-30
Bridgeway Capital Management, LLC0.913%-11.988%171,360-23,3402023-03-31

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of HomeStreet Inc (HMST), owning a total of 1.3 million shares. Combined, the top 45 mutual fund holders of HMST own 53.22% of the company with a total of 10 million shares.

In the latest ownership report on February 29th 2024, the top 45 fund holders increased their combined ownership of HMST by 36 thousand shares. 4 funds bought 37,890 total additional shares and increased their ownership by an average of 5.72%. However 2 funds sold 1,551 total shares and decreased their ownership by an average of 0.83%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding HomeStreet increased by a net total of 36,339 in the latest report.

Mutual Funds Chart

Your browser does not support this chart.

Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv2.978%0.000%561,56402024-02-29
iShares Russell 2000 ETF2.424%-0.016%457,085-752024-02-29
Schwab Fundamental US Small Company ETF1.975%0.035%372,5001292024-02-29
Vanguard Institutional Extnd Mkt Idx Tr1.419%0.000%267,51402024-02-29
Columbia Small Cap Value I A1.402%10.612%264,40325,3662024-02-29
Avantis US Small Cap Value ETF1.038%0.000%195,82102024-02-29
State St Russell Sm/Mid Cp® Indx NL Cl C0.769%1.827%144,9252,6002024-02-29
Columbia VP Small Cap Value 10.551%10.419%103,8029,7952024-02-29
Dimensional US Targeted Value ETF0.516%0.000%97,31302024-02-29
Schwab Fundamental US Small Company Idx0.471%-1.634%88,871-1,4762024-02-29

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF6.989%0.000%1,312,08802023-05-31
Vanguard Total Stock Mkt Idx Inv2.978%0.000%561,56402024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr2.847%0.000%535,46402023-03-31
iShares Russell 2000 ETF2.424%-0.016%457,085-752024-02-29
Schwab Fundamental US Small Company ETF1.975%0.035%372,5001292024-02-29
DFA US Small Cap Value I1.538%-32.601%289,040-139,8082023-06-30
iShares S&P Small-Cap 600 Value ETF1.511%0.000%283,64002023-05-31
Vanguard Institutional Extnd Mkt Idx Tr1.419%0.000%267,51402024-02-29
Columbia Small Cap Value I A1.402%10.612%264,40325,3662024-02-29
RMB Mendon Financial Services A1.326%0.000%250,000250,0002024-01-31
SPDR® S&P Regional Banking ETF1.308%-10.105%245,647-27,6122023-05-31
Columbia Small Cap Value I1.259%1.193%237,4372,8002023-12-31
Vanguard Extended Market Index Investor1.259%0.000%236,61402023-08-31
Kennedy Small Cap Value1.217%30.056%228,67852,8472023-06-30
Congress Asset Mgt Small Cap Value1.202%0.000%226,60202023-12-31
JNL Multi-Manager Small Cap Value I1.202%0.000%226,60202023-12-31
iShares S&P Small-Cap 600 Growth ETF1.209%0.000%226,29002022-11-30
Hennessy Small Cap Financial Investor1.087%925.000%205,000185,0002023-12-31
Avantis US Small Cap Value ETF1.038%0.000%195,82102024-02-29
iShares Russell 2000 Value ETF1.033%0.126%194,8492462024-02-01
DFA US Targeted Value I0.989%0.000%185,83202023-07-31
Fidelity Small Cap Index0.958%0.000%180,72702023-12-31
Fidelity® Small Cap Index0.936%2.125%175,9693,6612023-10-31
Avantis® U.S. Small Cap Value ETF0.895%0.000%168,03702023-07-29
Hotchkis & Wiley Sm Cp Divers Val I0.832%-34.617%156,578-82,9002023-12-31
SPDR® S&P 600 Small Cap Value ETF0.830%0.096%155,8401502023-05-31
Principal SmallCap Value II Instl0.823%-0.245%154,729-3802023-12-31
Vanguard Tax-Managed Small Cap Adm0.816%0.000%153,19402023-05-31
Multi-Manager Small Cap Eq Strat Inst0.808%26.109%151,98631,4662023-12-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.769%1.827%144,9252,6002024-02-29
DFA US Small Cap I0.704%0.000%132,46402023-09-30
Federated Hermes MDT SCC Institutional0.697%-46.603%130,699-114,0682022-12-31
Federated Hermes MDT Small Cap Core IS0.696%-46.603%130,699-114,0682022-12-31
Victory Market Neutral Income I0.677%-10.807%126,690-15,3502022-09-30
DFA US Micro Cap I0.637%0.000%119,71202023-07-31
Fidelity® Extended Market Index0.590%19.954%111,00818,4662023-11-30
Columbia VP Small Cap Value 10.551%10.419%103,8029,7952024-02-29
Fidelity Extended Market Index0.525%0.000%99,02202024-01-31
Dimensional US Targeted Value ETF0.516%0.000%97,31302024-02-29
Zacks Small Cap Equity Strategy0.489%0.000%92,26592,2652023-12-31
Schwab Fundamental US Small Company Idx0.471%-1.634%88,871-1,4762024-02-29
Emerald Finance & Bking Innovt Fd A0.471%118.939%88,80448,2432024-01-31
Strategic Advisers Small-Mid Cap0.456%7.731%85,8376,1602023-12-31
Schwab US Small-Cap ETF™0.447%0.000%84,00102023-11-30
TIAA-CREF Equity Index Instl0.411%0.000%77,35702023-10-31

Discussions

Please log in or register to share your thoughts.

Modok

$HMST Keep up the pressure.

0 Like Report
dogefan77

$HMST Silly Bears tricks are for kids

0 Like Report
davieshelvy

$HMST Not Selling
Hodling for thousands!

0 Like Report
jchonnee

$HMST we all speculate but nobody knows what going to happen.

0 Like Report
wsb_pro

$HMST my hands are made out of diamonds

0 Like Report