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 ↗

Download this table: CSV, JSON

Report an error

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 3.12 %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 row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

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 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 are 2 beneficial ownership filings. 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
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 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 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
Cite this page

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