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
MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp 10,066336.2K $0.19 %0.01 %as of Mar 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 9,395333.4K $0.09 %0.01 %as of Apr 30, 2026 ↗
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 9,265309.5K $0.10 %0.01 %as of Mar 31, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 9,117304.5K $0.09 %0.01 %as of Mar 31, 2026 ↗
Small Cap Core Fund Northern Funds 9,055302.4K $0.09 %0.01 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 8,840295.3K $0.02 %0.01 %as of Mar 31, 2026 ↗
AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc 8,836295.1K $0.11 %0.01 %as of Mar 31, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 8,824294.7K $0.16 %0.01 %as of Mar 31, 2026 ↗
VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND 8,503294.3K $0.12 %0.01 %as of Feb 28, 2026 ↗
iShares ESG Select Screened S&P Small-Cap ETF iShares Trust 8,108270.8K $0.22 %0.01 %as of Mar 31, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 8,039268.5K $0.02 %0.01 %as of Mar 31, 2026 ↗
Adara Smaller Companies Fund RBB Fund, Inc. 7,996276.7K $0.04 %0.01 %as of Feb 28, 2026 ↗
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 7,718267.1K $0.22 %0.01 %as of Feb 28, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 7,520251.2K $0.20 %0.01 %as of Mar 31, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 7,514260.1K $0.09 %0.01 %as of Feb 28, 2026 ↗
Small Cap Value Fund VALIC Co I 7,479258.8K $0.10 %0.01 %as of Feb 28, 2026 ↗
Cambria Micro and SmallCap Shareholder Yield ETF Cambria ETF Trust 7,418263.3K $0.89 %0.01 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 7,369255K $0.00 %0.01 %as of Feb 28, 2026 ↗
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 7,224241.3K $0.14 %0.01 %as of Mar 31, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 7,061235.8K $0.09 %0.01 %as of Mar 31, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 6,834242.5K $0.09 %0.01 %as of Apr 30, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 6,761225.8K $0.02 %0.01 %as of Mar 31, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 6,510217.4K $0.07 %0.01 %as of Mar 31, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 6,510217.4K $0.10 %0.01 %as of Mar 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 6,284223K $0.00 %0.01 %as of Apr 30, 2026 ↗
Venerable US Small Cap Fund Venerable Variable Insurance Trust 6,072202.8K $0.15 %0.01 %as of Mar 31, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 6,030201.4K $0.04 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 6,006213.2K $0.01 %0.01 %as of Apr 30, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 5,875203.3K $0.02 %0.01 %as of Feb 28, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 5,865195.9K $0.00 %0.01 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 5,713190.8K $0.02 %0.01 %as of Mar 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 5,539191.7K $0.07 %0.01 %as of Feb 28, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 5,519191K $0.06 %0.01 %as of Feb 28, 2026 ↗
Aristotle Small/Mid Cap Equity Fund Aristotle Fund Series Trust 5,483183.1K $0.84 %0.01 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II 5,444188.4K $0.80 %0.01 %as of Feb 28, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 5,338189.4K $0.05 %0.01 %as of Apr 30, 2026 ↗
Cullen Small Cap Value Fund Cullen Funds Trust 5,226174.5K $1.95 %0.01 %as of Mar 31, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 5,155172.2K $0.09 %0.01 %as of Mar 31, 2026 ↗
Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust 4,884163.1K $0.35 %0.01 %as of Mar 31, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 4,307143.9K $0.02 %0.00 %as of Mar 31, 2026 ↗
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 3,992133.3K $0.07 %0.00 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 3,954140.3K $0.05 %0.00 %as of Apr 30, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 3,876134.1K $0.09 %0.00 %as of Feb 28, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 3,799131.5K $0.02 %0.00 %as of Feb 28, 2026 ↗
JPMorgan Diversified Fund JPMorgan Trust I 3,774126.1K $0.03 %0.00 %as of Mar 31, 2026 ↗
Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust 3,678130.5K $0.17 %0.00 %as of Apr 30, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 3,332111.3K $0.09 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust 3,190113.2K $0.14 %0.00 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 3,114107.8K $0.01 %0.00 %as of Feb 28, 2026 ↗
S&P SmallCap Index Fund SHELTON FUNDS 3,112107.7K $0.20 %0.00 %as of Feb 28, 2026 ↗
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 2,977105.7K $0.08 %0.00 %as of Apr 30, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 2,89996.8K $0.05 %0.00 %as of Mar 31, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 2,819100K $0.01 %0.00 %as of Apr 30, 2026 ↗
Longboard Fund NORTHERN LIGHTS FUND TRUST II 2,75295.2K $0.09 %0.00 %as of Feb 28, 2026 ↗
WisdomTree Global High Dividend Fund WisdomTree Trust 2,57285.9K $0.06 %0.00 %as of Mar 31, 2026 ↗
Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST 2,47985.8K $0.02 %0.00 %as of Feb 28, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 2,38779.7K $0.10 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP SMALLCAP VALUE ProFunds 2,21774K $0.38 %0.00 %as of Mar 31, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 2,21276.6K $0.01 %0.00 %as of Feb 28, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 2,14771.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
MFS Global Alternative Strategy Fund MFS Series Trust XV 2,14176K $0.04 %0.00 %as of Apr 30, 2026 ↗
Acclivity Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II 2,06669K $0.23 %0.00 %as of Mar 31, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 2,04968.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 1,95469.3K $0.00 %0.00 %as of Apr 30, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 1,90463.6K $0.00 %0.00 %as of Mar 31, 2026 ↗
JPMorgan Fundamental Data Science Small Core ETF J.P. Morgan Exchange-Traded Fund Trust 1,77859.4K $0.80 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 1,75358.6K $0.00 %0.00 %as of Mar 31, 2026 ↗
BANKS ULTRASECTOR PROFUND ProFunds 1,71861K $0.77 %0.00 %as of Apr 30, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 1,70258.9K $0.01 %0.00 %as of Feb 28, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 1,59853.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 1,45948.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
Avantis Responsible U.S. Equity ETF American Century ETF Trust 1,37647.6K $0.01 %0.00 %as of Feb 28, 2026 ↗
Banking Fund Rydex Series Funds 1,25441.9K $0.59 %0.00 %as of Mar 31, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 1,17139.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP BANKS ProFunds 1,14338.2K $0.95 %0.00 %as of Mar 31, 2026 ↗
Banking Fund Rydex Variable Trust 1,02434.2K $0.59 %0.00 %as of Mar 31, 2026 ↗
ProShares Ultra SmallCap600 ProShares Trust 98134K $0.14 %0.00 %as of Feb 28, 2026 ↗
ULTRA SMALL CAP PROFUND ProFunds 97334.5K $0.06 %0.00 %as of Apr 30, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 97032.4K $0.03 %0.00 %as of Mar 31, 2026 ↗
Longview Advantage ETF RBB Fund Trust 96233.3K $0.01 %0.00 %as of Feb 28, 2026 ↗
Fidelity Series Sustainable U.S. Market Fund Fidelity Summer Street Trust 92532.8K $0.05 %0.00 %as of Apr 30, 2026 ↗
Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust 81929.1K $0.25 %0.00 %as of Apr 30, 2026 ↗
PGIM Jennison Small-Cap Core Equity Fund Prudential Investment Portfolios 2 70525K $0.20 %0.00 %as of Apr 30, 2026 ↗
SMALL-CAP VALUE PROFUND ProFunds 60221.4K $0.35 %0.00 %as of Apr 30, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 50616.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 46616.5K $0.00 %0.00 %as of Apr 30, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 44614.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
Russell 2000 2x Strategy Fund Rydex Dynamic Funds 42314.1K $0.03 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP ULTRA SMALL CAP ProFunds 2899.7K $0.06 %0.00 %as of Mar 31, 2026 ↗
Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust 2789.9K $0.06 %0.00 %as of Apr 30, 2026 ↗
PROFUND VP SMALL CAP ProFunds 2187.3K $0.06 %0.00 %as of Mar 31, 2026 ↗
Russell 2000 Fund Rydex Series Funds 1956.5K $0.05 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST 1645.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
SMALL-CAP PROFUND ProFunds 1575.6K $0.07 %0.00 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P Sector Neutral Dividend ETF SPDR SERIES TRUST 1444.8K $0.04 %0.00 %as of Mar 31, 2026 ↗
Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust 1204.3K $0.06 %0.00 %as of Apr 30, 2026 ↗
Russell 2000 1.5x Strategy Fund Rydex Series Funds 1163.9K $0.07 %0.00 %as of Mar 31, 2026 ↗
ProShares Hedge Replication ETF ProShares Trust 923.2K $0.01 %0.00 %as of Feb 28, 2026 ↗
E*TRADE No Fee Total Market Index Fund E Trade Trust 622.2K $0.00 %0.00 %as of Apr 30, 2026 ↗
ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust 291K $0.09 %0.00 %as of Feb 28, 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
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Titelia. "Fund shareholders of First Interstate BancSystem Inc". https://titelia.com/en/stocks/first-interstate-bancsystem-inc-US32055Y2019