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
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 58,1902M $0.01 %0.06 %as of Feb 28, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 58,1431.9M $0.10 %0.06 %as of Mar 31, 2026 ↗
JPMorgan SMID Cap Equity Fund JPMorgan Trust II 56,2531.9M $0.66 %0.06 %as of Mar 31, 2026 ↗
Parametric Equity Premium Income ETF Morgan Stanley ETF Trust 53,1061.8M $0.51 %0.06 %as of Mar 31, 2026 ↗
FT Vest SMID Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV 52,7441.9M $0.22 %0.06 %as of Apr 30, 2026 ↗
Victory Small Cap Stock Fund Victory Portfolios III 52,3701.9M $0.21 %0.05 %as of Apr 30, 2026 ↗
VIP Financials Portfolio Variable Insurance Products Fund IV 52,0691.7M $0.64 %0.05 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 51,9681.8M $0.00 %0.05 %as of Apr 30, 2026 ↗
First Trust Nasdaq Bank ETF First Trust Exchange-Traded Fund VI 51,7721.7M $0.53 %0.05 %as of Mar 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 51,1781.8M $0.00 %0.05 %as of Feb 28, 2026 ↗
SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST 51,0001.7M $0.25 %0.05 %as of Mar 31, 2026 ↗
Tweedy, Browne Insider + Value ETF RBB Fund Trust 49,3701.7M $0.57 %0.05 %as of Feb 28, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 49,2161.6M $0.10 %0.05 %as of Mar 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 48,0821.6M $0.00 %0.05 %as of Mar 31, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 45,7741.5M $0.24 %0.05 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 45,5991.6M $0.00 %0.05 %as of Apr 30, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 43,8661.5M $0.09 %0.05 %as of Feb 28, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 43,7661.6M $0.18 %0.05 %as of Apr 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 42,6231.4M $0.00 %0.04 %as of Mar 31, 2026 ↗
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 41,8321.4M $0.51 %0.04 %as of Mar 31, 2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 41,3961.4M $0.06 %0.04 %as of Mar 31, 2026 ↗
Small Cap Index Fund Northern Funds 40,3711.3M $0.10 %0.04 %as of Mar 31, 2026 ↗
CRM SMALL CAP VALUE FUND CRM Mutual Fund Trust 38,8051.4M $1.94 %0.04 %as of Apr 30, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 38,4041.3M $0.53 %0.04 %as of Mar 31, 2026 ↗
AST J.P. Morgan Aggressive Multi-Asset Portfolio Advanced Series Trust 37,9931.3M $0.06 %0.04 %as of Mar 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 37,3531.3M $0.09 %0.04 %as of Apr 30, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 36,3711.3M $0.15 %0.04 %as of Apr 30, 2026 ↗
Small Cap Index Fund VALIC Co I 35,9691.2M $0.10 %0.04 %as of Feb 28, 2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 35,6511.2M $1.64 %0.04 %as of Mar 31, 2026 ↗
SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST 35,5481.2M $0.40 %0.04 %as of Mar 31, 2026 ↗
PACE Small/Medium Co Value Equity Investments PACE SELECT ADVISORS TRUST 35,4001.3M $0.47 %0.04 %as of Apr 30, 2026 ↗
JPMorgan Small Cap Value Fund JPMorgan Trust II 34,4871.2M $0.10 %0.04 %as of Mar 31, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 33,9411.2M $0.16 %0.04 %as of Apr 30, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 33,8001.2M $0.01 %0.04 %as of Apr 30, 2026 ↗
Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds 33,0251.2M $0.19 %0.03 %as of Apr 30, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 32,3371.1M $0.01 %0.03 %as of Feb 28, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 31,2101.1M $0.05 %0.03 %as of Apr 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 31,2081.1M $0.01 %0.03 %as of Feb 28, 2026 ↗
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 30,8061M $0.19 %0.03 %as of Mar 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 30,7841M $0.05 %0.03 %as of Mar 31, 2026 ↗
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 30,1111M $0.19 %0.03 %as of Mar 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 29,832996.4K $0.04 %0.03 %as of Mar 31, 2026 ↗
Franklin U.S. Low Volatility High Dividend Index ETF Legg Mason ETF Investment Trust 29,154973.7K $0.16 %0.03 %as of Mar 31, 2026 ↗
Aristotle Small Cap Equity Fund Aristotle Fund Series Trust 29,046970.1K $0.85 %0.03 %as of Mar 31, 2026 ↗
AST J.P. Morgan Conservative Multi-Asset Portfolio Advanced Series Trust 27,397915.1K $0.03 %0.03 %as of Mar 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 27,314969.4K $0.00 %0.03 %as of Apr 30, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 27,276911K $0.10 %0.03 %as of Mar 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 26,641889.8K $0.09 %0.03 %as of Mar 31, 2026 ↗
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 26,246876.6K $0.20 %0.03 %as of Mar 31, 2026 ↗
SMALL CAP EQUITY FUND GuideStone Funds 25,817862.3K $0.10 %0.03 %as of Mar 31, 2026 ↗
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust 25,784861.2K $0.13 %0.03 %as of Mar 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 25,121891.5K $0.01 %0.03 %as of Apr 30, 2026 ↗
MML Small Cap Growth Equity Fund MML SERIES INVESTMENT FUND 24,735826.1K $0.62 %0.03 %as of Mar 31, 2026 ↗
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 24,702825K $0.20 %0.03 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 23,948799.9K $0.00 %0.03 %as of Mar 31, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 23,875847.3K $0.04 %0.03 %as of Apr 30, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 23,809845K $0.14 %0.02 %as of Apr 30, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 23,1537.4M SEK0.03 %0.02 %as of Mar 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 22,818762.1K $0.10 %0.02 %as of Mar 31, 2026 ↗
VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND 22,809789.4K $0.14 %0.02 %as of Feb 28, 2026 ↗
Timothy Plan US Small Cap Core ETF Timothy Plan 22,525752.3K $0.25 %0.02 %as of Mar 31, 2026 ↗
AST J.P. Morgan Moderate Multi-Asset Portfolio Advanced Series Trust 22,472750.6K $0.04 %0.02 %as of Mar 31, 2026 ↗
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 22,063736.9K $0.02 %0.02 %as of Mar 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 21,801754.5K $0.01 %0.02 %as of Feb 28, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 21,684769.6K $0.01 %0.02 %as of Apr 30, 2026 ↗
SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST 21,635748.8K $0.29 %0.02 %as of Feb 28, 2026 ↗
Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II 20,901741.8K $0.21 %0.02 %as of Apr 30, 2026 ↗
iShares US Small Cap Value Factor ETF iShares Trust 20,175673.8K $0.40 %0.02 %as of Mar 31, 2026 ↗
First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 19,138679.2K $0.37 %0.02 %as of Apr 30, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 18,997674.2K $0.10 %0.02 %as of Apr 30, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 18,153606.3K $0.07 %0.02 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 17,832595.6K $0.08 %0.02 %as of Mar 31, 2026 ↗
Column Small Cap Fund Trust for Professional Managers 17,778615.3K $0.12 %0.02 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 17,744592.6K $0.01 %0.02 %as of Mar 31, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 17,583587.3K $0.10 %0.02 %as of Mar 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 15,943565.8K $0.05 %0.02 %as of Apr 30, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 15,741558.6K $0.03 %0.02 %as of Apr 30, 2026 ↗
Villere Equity Fund Professionally Managed Portfolios 15,725544.2K $1.54 %0.02 %as of Feb 28, 2026 ↗
Keeley Small Cap Fund Teton Westwood Funds 15,698524.3K $0.61 %0.02 %as of Mar 31, 2026 ↗
MFS New Discovery Value Portfolio MFS VARIABLE INSURANCE TRUST III 15,299511K $1.19 %0.02 %as of Mar 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 15,265509.9K $0.09 %0.02 %as of Mar 31, 2026 ↗
VELA INCOME OPPORTUNITIES FUND VELA Funds 14,601487.7K $1.22 %0.02 %as of Mar 31, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 14,578504.5K $0.06 %0.02 %as of Feb 28, 2026 ↗
Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV 13,899481K $0.18 %0.01 %as of Feb 28, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 13,447477.2K $0.12 %0.01 %as of Apr 30, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 13,419476.2K $0.02 %0.01 %as of Apr 30, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 13,162439.6K $0.10 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 12,919431.5K $0.04 %0.01 %as of Mar 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 12,916447K $0.04 %0.01 %as of Feb 28, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 12,725425K $0.02 %0.01 %as of Mar 31, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 12,670423.2K $0.02 %0.01 %as of Mar 31, 2026 ↗
NAA SMALL CAP VALUE SERIES New Age Alpha Variable Funds Trust 12,443415.6K $0.85 %0.01 %as of Mar 31, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 12,073403.2K $0.10 %0.01 %as of Mar 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 11,971424.9K $0.04 %0.01 %as of Apr 30, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 11,602387.5K $0.11 %0.01 %as of Mar 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 10,871385.8K $0.02 %0.01 %as of Apr 30, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 10,628355K $0.10 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 10,299344K $0.10 %0.01 %as of Mar 31, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 10,222341.4K $0.01 %0.01 %as of Mar 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 10,114358.9K $0.05 %0.01 %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 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