Titelia

Fund shareholders of First Interstate BancSystem Inc

ISIN US32055Y2019 · United States · LEI 549300WRWYTYX0RCNJ43

Fund shareholders
301
Of which ETFs
76 225 other funds
Value held
1.7B $ 7.4M SEK
Share of capital
51.8 % of 95.3M shares on Jul 30, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 5,281,149176.4M $0.19 %5.54 %as of Mar 31, 2026 ↗
SMALLCAP World Fund Inc SMALLCAP World Fund Inc 3,436,966114.8M $0.14 %3.61 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 2,724,16891M $0.00 %2.86 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 2,164,02072.3M $0.10 %2.27 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 1,981,18666.2M $0.04 %2.08 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 1,493,68249.9M $1.34 %1.57 %as of Mar 31, 2026 ↗
Nomura Small Cap Core Fund Delaware Group Equity Funds V 1,393,74448.2M $0.84 %1.46 %as of Feb 27, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 1,332,43947.3M $0.25 %1.40 %as of Apr 30, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 1,262,00142.2M $0.07 %1.32 %as of Mar 31, 2026 ↗
Franklin Small Cap Value Fund Franklin Value Investors Trust 1,088,44538.6M $0.94 %1.14 %as of Apr 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 979,25132.7M $0.04 %1.03 %as of Mar 31, 2026 ↗
MFS New Discovery Value Fund MFS SERIES TRUST XIII 924,54932M $1.17 %0.97 %as of Feb 28, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 861,66930.6M $0.09 %0.90 %as of Apr 30, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 858,61628.7M $0.38 %0.90 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 795,55926.6M $0.19 %0.83 %as of Mar 31, 2026 ↗
JPMorgan Small Cap Equity Fund JPMorgan Trust I 765,73425.6M $0.90 %0.80 %as of Mar 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 749,27225M $0.20 %0.79 %as of Mar 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 715,06525.4M $0.16 %0.75 %as of Apr 30, 2026 ↗
First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI 685,62622.9M $0.23 %0.72 %as of Mar 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 611,83721.7M $0.16 %0.64 %as of Apr 30, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 587,61219.6M $0.20 %0.62 %as of Mar 31, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 576,18019.9M $0.01 %0.60 %as of Feb 28, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 533,25718.9M $0.25 %0.56 %as of Apr 30, 2026 ↗
Fidelity Advisor Small Cap Fund Fidelity Advisor Series I 468,00016.2M $0.73 %0.49 %as of Feb 28, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 466,11516.1M $0.04 %0.49 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 460,65815.4M $0.38 %0.48 %as of Mar 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 448,97815.9M $0.08 %0.47 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 443,24315.3M $0.10 %0.47 %as of Feb 28, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 434,26815M $0.07 %0.46 %as of Feb 28, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 423,61414.1M $0.16 %0.44 %as of Mar 31, 2026 ↗
Select Banking Portfolio Fidelity Select Portfolios 407,93414.1M $3.12 %0.43 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST 377,53412.6M $0.98 %0.40 %as of Mar 31, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 370,00212.4M $0.64 %0.39 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 347,38112M $0.12 %0.36 %as of Feb 28, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 346,99712.3M $0.09 %0.36 %as of Apr 30, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 336,03211.9M $0.01 %0.35 %as of Apr 30, 2026 ↗
Victory Integrity Small-Cap Value Fund Victory Portfolios 332,50011.1M $1.08 %0.35 %as of Mar 31, 2026 ↗
Franklin Small Cap Value VIP Fund Franklin Templeton Variable Insurance Products Trust 328,28811M $0.95 %0.34 %as of Mar 31, 2026 ↗
CRM LONG/SHORT OPPORTUNITIES CRM Mutual Fund Trust 322,50611.4M $2.51 %0.34 %as of Apr 30, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 320,58410.7M $0.12 %0.34 %as of Mar 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 317,68611.3M $0.15 %0.33 %as of Apr 30, 2026 ↗
Select Financials Portfolio Fidelity Select Portfolios 317,42111M $1.12 %0.33 %as of Feb 28, 2026 ↗
First Trust Dow Jones Global Select Dividend Index Fund First Trust Exchange-Traded Fund II 315,02310.5M $0.83 %0.33 %as of Mar 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 306,53410.6M $0.20 %0.32 %as of Feb 28, 2026 ↗
Fidelity Series Small Cap Core Fund Fidelity Concord Street Trust 284,90710.1M $0.63 %0.30 %as of Apr 30, 2026 ↗
Cambria Shareholder Yield ETF Cambria ETF Trust 268,3129.5M $0.99 %0.28 %as of Apr 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 231,3508.2M $0.02 %0.24 %as of Apr 30, 2026 ↗
Victory Market Neutral Income Fund Victory Portfolios II 215,1447.2M $0.25 %0.23 %as of Mar 31, 2026 ↗
VANGUARD EXPLORER VALUE FUND VANGUARD SCOTTSDALE FUNDS 210,4367.3M $0.60 %0.22 %as of Feb 28, 2026 ↗
Embark Small Cap Equity Fund Harbor Funds II 198,3007M $1.23 %0.21 %as of Apr 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 196,9096.8M $0.40 %0.21 %as of Feb 28, 2026 ↗
Invesco KBW High Dividend Yield Financial ETF Invesco Exchange-Traded Fund Trust II 192,3466.7M $1.53 %0.20 %as of Feb 28, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 189,1916.7M $0.09 %0.20 %as of Apr 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 172,9186M $0.00 %0.18 %as of Feb 28, 2026 ↗
VictoryShares US Small Mid Cap Value Momentum ETF Victory Portfolios II 165,0215.5M $0.39 %0.17 %as of Mar 31, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 149,0595.2M $0.04 %0.16 %as of Feb 28, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 142,4844.9M $0.19 %0.15 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 140,4745M $0.01 %0.15 %as of Apr 30, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 140,2104.7M $0.10 %0.15 %as of Mar 31, 2026 ↗
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 137,1604.9M $0.05 %0.14 %as of Apr 30, 2026 ↗
HARTFORD SMALL CAP VALUE FUND HARTFORD MUTUAL FUNDS, INC 136,9324.9M $1.83 %0.14 %as of Apr 30, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 136,8534.6M $0.19 %0.14 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 136,3734.7M $0.00 %0.14 %as of Feb 28, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 130,2744.4M $0.01 %0.14 %as of Mar 31, 2026 ↗
CRM SMALL/MID CAP VALUE FUND CRM Mutual Fund Trust 129,8564.6M $3.03 %0.14 %as of Apr 30, 2026 ↗
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 127,5744.5M $0.91 %0.13 %as of Apr 30, 2026 ↗
Fidelity Advisor Financials Fund Fidelity Advisor Series VII 109,2523.9M $0.62 %0.11 %as of Apr 30, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 107,9563.6M $0.20 %0.11 %as of Mar 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 103,8283.7M $0.09 %0.11 %as of Apr 30, 2026 ↗
NYLIM VP Wellington Small Cap Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 99,0503.3M $0.93 %0.10 %as of Mar 31, 2026 ↗
PGIM Jennison Blend Fund Prudential Jennison Blend Fund, Inc. 94,5333.3M $0.30 %0.10 %as of Feb 27, 2026 ↗
Touchstone Funds Group Trust-Touchstone Small Cap Value Fund Touchstone Funds Group Trust 92,7553.1M $1.56 %0.10 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 92,1603.3M $0.01 %0.10 %as of Apr 30, 2026 ↗
Nuveen ESG Small-Cap ETF NuShares ETF Trust 91,0423.2M $0.25 %0.10 %as of Apr 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 90,4773M $0.09 %0.09 %as of Mar 31, 2026 ↗
VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS 85,2762.8M $0.03 %0.09 %as of Mar 31, 2026 ↗
Victory Integrity Small/Mid-Cap Value Fund Victory Portfolios 84,8752.8M $0.87 %0.09 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 83,7343M $0.13 %0.09 %as of Apr 30, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 83,1423M $0.24 %0.09 %as of Apr 30, 2026 ↗
NYLI WMC Small Companies Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST 80,4532.9M $0.88 %0.08 %as of Apr 30, 2026 ↗
SA Franklin Small Company Value Portfolio SUNAMERICA SERIES TRUST 80,4432.9M $0.97 %0.08 %as of Apr 30, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 76,2452.7M $0.02 %0.08 %as of Apr 30, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 75,0502.5M $0.19 %0.08 %as of Mar 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 74,6622.6M $0.35 %0.08 %as of Feb 28, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 72,1152.5M $0.11 %0.08 %as of Feb 28, 2026 ↗
VictoryShares US Small Cap High Div Volatility Wtd ETF Victory Portfolios II 70,7942.4M $0.93 %0.07 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Global Dividend ETF SPDR INDEX SHARES FUNDS 69,2022.3M $0.94 %0.07 %as of Mar 31, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 69,1412.5M $0.18 %0.07 %as of Apr 30, 2026 ↗
Virtus NFJ Small-Cap Value Fund Virtus Investment Trust 68,3502.3M $0.94 %0.07 %as of Mar 31, 2026 ↗
WisdomTree U.S. High Dividend Fund WisdomTree Trust 68,3332.3M $0.16 %0.07 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 66,1362.3M $0.21 %0.07 %as of Feb 28, 2026 ↗
MassMutual Small Cap Growth Equity Fund MASSMUTUAL SELECT FUNDS 64,8922.2M $0.39 %0.07 %as of Mar 31, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 63,5272.1M $0.19 %0.07 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 61,0332.1M $0.09 %0.06 %as of Feb 28, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 60,1072.1M $0.00 %0.06 %as of Apr 30, 2026 ↗
Franklin Mutual Small-Mid Cap Value Fund Franklin Value Investors Trust 59,5632.1M $0.95 %0.06 %as of Apr 30, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 58,8962M $0.76 %0.06 %as of Mar 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 58,7302.1M $0.04 %0.06 %as of Apr 30, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 58,7132M $0.19 %0.06 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 58,5512.1M $0.01 %0.06 %as of Apr 30, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
Select Banking Portfolio Fidelity Select Portfolios 3.12 %as of Feb 28, 2026 ↗
CRM SMALL/MID CAP VALUE FUND CRM Mutual Fund Trust 3.03 %as of Apr 30, 2026 ↗
CRM LONG/SHORT OPPORTUNITIES CRM Mutual Fund Trust 2.51 %as of Apr 30, 2026 ↗
Cullen Small Cap Value Fund Cullen Funds Trust 1.95 %as of Mar 31, 2026 ↗
CRM SMALL CAP VALUE FUND CRM Mutual Fund Trust 1.94 %as of Apr 30, 2026 ↗
HARTFORD SMALL CAP VALUE FUND HARTFORD MUTUAL FUNDS, INC 1.83 %as of Apr 30, 2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 1.64 %as of Mar 31, 2026 ↗
Touchstone Funds Group Trust-Touchstone Small Cap Value Fund Touchstone Funds Group Trust 1.56 %as of Mar 31, 2026 ↗
Villere Equity Fund Professionally Managed Portfolios 1.54 %as of Feb 28, 2026 ↗
Invesco KBW High Dividend Yield Financial ETF Invesco Exchange-Traded Fund Trust II 1.53 %as of Feb 28, 2026 ↗

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterShareholdersChangeSharesChange
2026Q2300+549,366,089+0.5 %
2026Q1295+1849,128,565+21.7 %
2025Q4277+140,364,892-3.1 %
2025Q3276-2341,665,573-11.5 %
2025Q2299+247,087,802-2.6 %
2025Q1297+548,322,558+6.0 %
2024Q4292+845,604,245-0.8 %
2024Q3284+345,964,789-4.7 %
2024Q2281+148,245,861+0.7 %
2024Q1280-1947,898,222+0.2 %
2023Q429947,816,939

Institutional managers

280 managers declare this company to the SEC (Form 13F); the 25 largest follow.

ManagerSharesValue
BlackRock, Inc.13,479,487450.2M $as of Mar 31, 2026
STATE STREET CORP5,891,271196.8M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP5,630,789188.1M $as of Mar 31, 2026
First Interstate Bank4,653,119155.4M $as of Mar 31, 2026
HoldCo Asset Management, LP3,950,107131.9M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP3,882,437129.7M $as of Mar 31, 2026
FMR LLC3,877,196129.5M $as of Mar 31, 2026
Capital International Investors2,290,57276.5M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC2,218,31974.1M $as of Mar 31, 2026
VICTORY CAPITAL MANAGEMENT INC2,086,92369.7M $as of Mar 31, 2026
FRANKLIN RESOURCES INC1,881,24662.8M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/1,778,09459.4M $as of Mar 31, 2026
UBS Group AG1,756,29258.7M $as of Mar 31, 2026
JPMORGAN CHASE & CO1,706,45156M $as of Mar 31, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.1,703,07856.9M $as of Mar 31, 2026
MORGAN STANLEY1,514,15050.6M $as of Mar 31, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/1,272,92542.5M $as of Mar 31, 2026
FIRST TRUST ADVISORS LP1,197,55740M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,183,38439.5M $as of Mar 31, 2026
Capital World Investors1,146,39438.3M $as of Mar 31, 2026
Bank of New York Mellon Corp976,16632.6M $as of Mar 31, 2026
CRAMER ROSENTHAL MCGLYNN LLC914,21430.5M $as of Mar 31, 2026
NORTHERN TRUST CORP881,34429.4M $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC781,12726.1M $as of Mar 31, 2026
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.735,41924.6M $as of Mar 31, 2026

Declared shareholders of First Interstate BancSystem Inc

2 beneficial ownership filings. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.

ShareholderDeclared stakeShares
Vanguard Portfolio Management 5.46 %5,523,702as of Mar 31, 2026 · SCHEDULE 13G
Wellington Management Group LLP and 2 others4.00 %3,882,437as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of First Interstate BancSystem Inc

4 funds declare 4 bond lines of this company. The amount is the one filed, never a share of the debt: no regulator publishes the amount outstanding in open access.

FundBond linesValue
Performance Trust Total Return Bond Fund15.1M $as of Feb 28, 2026
Performance Trust Multisector Bond Fund11M $as of Feb 28, 2026
Multi-Manager Alternative Strategies Fund1182.7K $as of Feb 28, 2026
Wilshire Income Opportunities Fund171.7K $as of Mar 31, 2026
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Titelia. "Fund shareholders of First Interstate BancSystem Inc". https://titelia.com/en/stocks/first-interstate-bancsystem-inc-US32055Y2019