Titelia

Fund shareholders of First Interstate BancSystem Inc

ISIN US32055Y2019 · United States · LEI 549300WRWYTYX0RCNJ43

Fund shareholders
305
Of which ETFs
78 227 other funds
Value held
≈ 1.8B $ 1.8B $ · 7.4M SEK
Share of capital
49.8 % of 95.3M shares on Jul 30, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 5,092,127196.4M $0.18 %5.34 %as of Jun 30, 2026 ↗
SMALLCAP World Fund Inc SMALLCAP World Fund Inc 3,423,864132M $0.14 %3.59 %as of Jun 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 2,624,577101.2M $0.00 %2.75 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 2,388,06492.1M $0.11 %2.51 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 1,893,66073M $0.04 %1.99 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 1,654,18263.8M $1.35 %1.74 %as of Jun 30, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 1,332,43950.7M $0.26 %1.40 %as of Jul 31, 2026 ↗
Nomura Small Cap Core Fund Delaware Group Equity Funds V 1,307,88846.6M $0.84 %1.37 %as of May 29, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 1,199,57546.3M $0.07 %1.26 %as of Jun 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 1,012,64138.5M $0.11 %1.06 %as of Jul 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 966,77937.3M $0.04 %1.01 %as of Jun 30, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 859,27133.1M $0.23 %0.90 %as of Jun 30, 2026 ↗
MFS New Discovery Value Fund MFS SERIES TRUST XIII 839,34129.9M $1.20 %0.88 %as of May 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 777,82630M $0.18 %0.82 %as of Jun 30, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 727,59728.1M $0.35 %0.76 %as of Jun 30, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 715,06527.2M $0.16 %0.75 %as of Jul 31, 2026 ↗
First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI 705,52627.2M $0.24 %0.74 %as of Jun 30, 2026 ↗
Franklin Small Cap Value Fund Franklin Value Investors Trust 689,07026.2M $0.61 %0.72 %as of Jul 31, 2026 ↗
JPMorgan Small Cap Equity Fund JPMorgan Trust I 635,75524.5M $0.85 %0.67 %as of Jun 30, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 611,46423.2M $0.16 %0.64 %as of Jul 31, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 587,61222.7M $0.20 %0.62 %as of Jun 30, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 547,76420.8M $0.25 %0.57 %as of Jul 31, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 534,28019M $0.01 %0.56 %as of May 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 461,70316.4M $0.04 %0.48 %as of May 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 448,97817.1M $0.09 %0.47 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 443,13015.8M $0.09 %0.46 %as of May 31, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 439,46916.9M $0.35 %0.46 %as of Jun 30, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 423,26515.1M $0.07 %0.44 %as of May 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 422,33616.3M $0.16 %0.44 %as of Jun 30, 2026 ↗
Select Banking Portfolio Fidelity Select Portfolios 388,23413.8M $3.06 %0.41 %as of May 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST 381,10114.7M $0.99 %0.40 %as of Jun 30, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 376,92014.5M $0.67 %0.40 %as of Jun 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 365,42413.9M $0.09 %0.38 %as of Jul 31, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 360,24913.7M $0.01 %0.38 %as of Jul 31, 2026 ↗
First Trust Dow Jones Global Select Dividend Index Fund First Trust Exchange-Traded Fund II 351,91213.6M $0.97 %0.37 %as of Jun 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 320,60112.2M $0.16 %0.34 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 314,86911.2M $0.13 %0.33 %as of May 31, 2026 ↗
Victory Integrity Small-Cap Value Fund Victory Portfolios 313,40012.1M $1.05 %0.33 %as of Jun 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 304,85010.9M $0.18 %0.32 %as of May 31, 2026 ↗
Victory Market Neutral Income Fund Victory Portfolios II 257,1869.9M $0.30 %0.27 %as of Jun 30, 2026 ↗
Fidelity Series Small Cap Core Fund Fidelity Concord Street Trust 254,7079.7M $0.62 %0.27 %as of Jul 31, 2026 ↗
Cambria Shareholder Yield ETF Cambria ETF Trust 249,7469.5M $0.95 %0.26 %as of Jul 31, 2026 ↗
Franklin Small Cap Value VIP Fund Franklin Templeton Variable Insurance Products Trust 241,3859.3M $0.71 %0.25 %as of Jun 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 236,3989M $0.02 %0.25 %as of Jul 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 223,0418.5M $0.11 %0.23 %as of Jul 31, 2026 ↗
VANGUARD EXPLORER VALUE FUND VANGUARD SCOTTSDALE FUNDS 212,0307.5M $0.60 %0.22 %as of May 31, 2026 ↗
VictoryShares US Small Mid Cap Value Momentum ETF Victory Portfolios II 206,7268M $0.46 %0.22 %as of Jun 30, 2026 ↗
Embark Small Cap Equity Fund Harbor Funds II 195,4547.4M $1.18 %0.21 %as of Jul 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 193,0696.9M $0.37 %0.20 %as of May 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 170,6826.1M $0.00 %0.18 %as of May 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 168,6306.5M $0.11 %0.18 %as of Jun 30, 2026 ↗
Invesco KBW High Dividend Yield Financial ETF Invesco Exchange-Traded Fund Trust II 154,9545.5M $1.29 %0.16 %as of May 31, 2026 ↗
Select Financials Portfolio Fidelity Select Portfolios 145,3215.2M $0.66 %0.15 %as of May 31, 2026 ↗
HARTFORD SMALL CAP VALUE FUND HARTFORD MUTUAL FUNDS, INC 143,9515.5M $1.79 %0.15 %as of Jul 31, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 141,4145M $0.04 %0.15 %as of May 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 140,4745.3M $0.01 %0.15 %as of Jul 31, 2026 ↗
Invesco S&P SmallCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust 140,1795.3M $0.79 %0.15 %as of Jul 31, 2026 ↗
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 137,1605.2M $0.06 %0.14 %as of Jul 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 136,7804.9M $0.00 %0.14 %as of May 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 133,5385.1M $0.01 %0.14 %as of Jun 30, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 131,7405.1M $0.18 %0.14 %as of Jun 30, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 131,3074.7M $0.18 %0.14 %as of May 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 129,6995M $0.23 %0.14 %as of Jun 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 121,7954.6M $0.11 %0.13 %as of Jul 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 102,3633.6M $0.13 %0.11 %as of May 31, 2026 ↗
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 99,7703.8M $0.89 %0.10 %as of Jul 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 99,6983.8M $0.10 %0.10 %as of Jun 30, 2026 ↗
NYLIM VP Wellington Small Cap Portfolio NYLIM VP FUNDS TRUST 96,6923.7M $0.87 %0.10 %as of Jun 30, 2026 ↗
SMALLCAP World Fund AMERICAN FUNDS INSURANCE SERIES 96,5083.7M $0.15 %0.10 %as of Jun 30, 2026 ↗
CRM SMALL/MID CAP VALUE FUND CRM Mutual Fund Trust 93,7953.6M $1.97 %0.10 %as of Jul 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 92,1603.5M $0.01 %0.10 %as of Jul 31, 2026 ↗
Touchstone Funds Group Trust-Touchstone Small Cap Value Fund Touchstone Funds Group Trust 90,6553.5M $1.58 %0.10 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 86,5013.3M $0.14 %0.09 %as of Jul 31, 2026 ↗
VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS 85,2763.3M $0.03 %0.09 %as of Jun 30, 2026 ↗
Victory Integrity Small/Mid-Cap Value Fund Victory Portfolios 82,5573.2M $0.86 %0.09 %as of Jun 30, 2026 ↗
Nuveen ESG Small-Cap ETF NuShares ETF Trust 79,9933M $0.24 %0.08 %as of Jul 31, 2026 ↗
NYLIM WMC Small Companies Fund NYLIM FUNDS TRUST 79,0503M $0.88 %0.08 %as of Jul 31, 2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 78,5213M $0.10 %0.08 %as of Jun 30, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 76,2772.9M $0.02 %0.08 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Global Dividend ETF SPDR INDEX SHARES FUNDS 75,4002.9M $1.11 %0.08 %as of Jun 30, 2026 ↗
Fidelity Advisor Financials Fund Fidelity Advisor Series VII 75,2522.9M $0.42 %0.08 %as of Jul 31, 2026 ↗
WisdomTree U.S. High Dividend Fund WisdomTree Trust 73,6532.8M $0.19 %0.08 %as of Jun 30, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 72,3502.8M $0.18 %0.08 %as of Jun 30, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 72,2832.6M $0.11 %0.08 %as of May 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 72,1292.6M $0.34 %0.08 %as of May 31, 2026 ↗
MassMutual Small Cap Growth Equity Fund MASSMUTUAL SELECT FUNDS 72,1032.8M $0.38 %0.08 %as of Jun 30, 2026 ↗
VictoryShares US Small Cap High Div Volatility Wtd ETF Victory Portfolios II 68,3772.6M $1.02 %0.07 %as of Jun 30, 2026 ↗
Virtus NFJ Small-Cap Value Fund Virtus Investment Trust 68,3502.6M $1.02 %0.07 %as of Jun 30, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 67,8682.6M $0.19 %0.07 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 67,8132.4M $0.19 %0.07 %as of May 31, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 64,8432.5M $0.11 %0.07 %as of Jun 30, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 62,2682.4M $0.18 %0.07 %as of Jul 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 60,1072.3M $0.00 %0.06 %as of Jul 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 58,7302.2M $0.04 %0.06 %as of Jul 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 58,5512.2M $0.01 %0.06 %as of Jul 31, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 58,3972.3M $0.18 %0.06 %as of Jun 30, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 58,1902.1M $0.01 %0.06 %as of May 31, 2026 ↗
Parametric Equity Premium Income ETF Morgan Stanley ETF Trust 57,0482.2M $0.55 %0.06 %as of Jun 30, 2026 ↗
FT Vest SMID Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV 55,6152.1M $0.23 %0.06 %as of Jul 31, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 55,4982.1M $0.18 %0.06 %as of Jun 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 ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Select Banking Portfolio Fidelity Select Portfolios 3.06 %as of May 31, 2026 ↗
Cullen Small Cap Value Fund Cullen Funds Trust 1.98 %as of Jun 30, 2026 ↗
CRM SMALL/MID CAP VALUE FUND CRM Mutual Fund Trust 1.97 %as of Jul 31, 2026 ↗
CRM SMALL CAP VALUE FUND CRM Mutual Fund Trust 1.90 %as of Jul 31, 2026 ↗
HARTFORD SMALL CAP VALUE FUND HARTFORD MUTUAL FUNDS, INC 1.79 %as of Jul 31, 2026 ↗
Villere Equity Fund Professionally Managed Portfolios 1.71 %as of May 31, 2026 ↗
Touchstone Funds Group Trust-Touchstone Small Cap Value Fund Touchstone Funds Group Trust 1.58 %as of Jun 30, 2026 ↗
Villere Balanced Fund Professionally Managed Portfolios 1.56 %as of May 31, 2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 1.51 %as of Jun 30, 2026 ↗
VELA INCOME OPPORTUNITIES FUND VELA Funds 1.35 %as of Jun 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3304+447,468,284-3.8 %
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 table shows the 25 largest.

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

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
STATE STREET CORPORATION 6.40 %6,250,817as of Jun 30, 2026 · SCHEDULE 13G

Funds holding the debt of First Interstate BancSystem Inc

5 funds declare 5 bond lines of this company. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
Performance Trust Total Return Bond Fund19.6M $as of May 31, 2026
Performance Trust Multisector Bond Fund11.6M $as of May 31, 2026
Performance Trust Short Term Bond ETF1292.6K $as of May 31, 2026
Multi-Manager Alternative Strategies Fund1189K $as of May 31, 2026
Wilshire Income Opportunities Fund172.8K $as of Jun 30, 2026
Cite this page

Titelia. "Fund shareholders of First Interstate BancSystem Inc". https://titelia.com/en/stocks/first-interstate-bancsystem-inc-US32055Y2019