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FB Financial Corp (FBK)

CUSIP: 30257X104 | NYSE | Financial Services · Banks - Regional | Mid Cap | 651 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ABlackRock, Inc.7,224,23914.6%New 5%+ stakeSep 30, 202692d ahead of 13F (6,297,957 sh) · +926,282
13GVanguard Capital Management LLC2,552,8175.1%New 5%+ stakeSep 30, 202692d ahead of 13F (2,152,443 sh) · +400,374
13D/AAyers J. Jonathan
with James Austin McPherson, Estate of James W. Ayers
17,6920.0%−7,051,841May 21, 2026No 13F filer matched
13G/ABlackRock, Inc.7,224,239
14.6% of class · Sep 30, 2026New 5%+ stake
92d ahead of 13F (6,297,957 sh) · +926,282
13GVanguard Capital Management LLC2,552,817
5.1% of class · Sep 30, 2026New 5%+ stake
92d ahead of 13F (2,152,443 sh) · +400,374
13D/AAyers J. Jonathan17,692
0.0% of class · May 21, 2026−7,051,841
with James Austin McPherson, Estate of James W. Ayers
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP2,048,987
0.0% of portfolio›$105.9M
Deprince Race & Zollo Inc673,591
0.6% of portfolio›$34.8M
Tributary Capital Management, LLC394,956
1.9% of portfolio›$20.4M
Penn Capital Management Company, LLC360,036
1.4% of portfolio›$18.6M
Bank of New York Mellon Corp350,126
0.0% of portfolio›$18.1M
CapWealth Advisors, LLC342,809
1.3% of portfolio›$17.7M
Leeward Investments, LLC - MA332,035
0.9% of portfolio›$17.2M
Principal Financial Group Inc238,857
0.0% of portfolio›$12.3M
Allspring Global Investments Holdings, LLC134,828
0.0% of portfolio›$7.0M
Strs Ohio133,700
0.0% of portfolio›$6.9M
Citigroup Inc106,743
0.0% of portfolio›$5.5M
Keystone Financial Group, Inc.99,078
2.7% of portfolio›$5.1M
Salzhauer Michael55,665
1.2% of portfolio›$2.9M
Creative Planning53,319
0.0% of portfolio›$2.8M
KBC Group NV49,499
0.0% of portfolio›$2.6M
Woodmont Investment Counsel LLC42,311
0.1% of portfolio›$2.2M
Rosenthal | Henry Capital Advisors, Inc.38,433
1.8% of portfolio›$2.0M
Certuity, LLC35,723
0.1% of portfolio›$1.8M
Thrivent Financial for Lutherans35,580
0.0% of portfolio›$1.8M
Y-Intercept (Hong Kong) Ltd30,070
0.0% of portfolio›$1.6M
Albert D Mason Inc28,540
0.9% of portfolio›$1.5M
Atria Investments, Inc27,813
0.0% of portfolio›$1.4M
Fifth Third Bancorp26,797
0.0% of portfolio›$1.4M
Illinois Municipal Retirement Fund21,497
0.0% of portfolio›$1.1M
Louisiana State Employees Retirement System21,300
0.0% of portfolio›$1.1M
Wealth Preservation Advisors, LLC19,000
0.5% of portfolio›$982.3K
Ridgepath Capital Management LLC15,298
0.4% of portfolio›$790.9K
New York State Teachers Retirement System15,128
0.0% of portfolio›$782.0K
Regions Financial Corp14,798
0.0% of portfolio›$765.1K
Amalgamated Bank12,807
0.0% of portfolio›$662.0K
Yousif Capital Management, LLC12,699
0.0% of portfolio›$656.5K
Inspire Investing, LLC12,332
0.0% of portfolio›$637.6K
Arizona State Retirement System11,964
0.0% of portfolio›$618.5K
Marietta Wealth Management, LLC11,787
0.1% of portfolio›$593.8K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS11,775
0.0% of portfolio›$608.8K
Oregon Public Employees Retirement Fund11,192
0.0% of portfolio›$578.6K
Simplicity Wealth,LLC10,992
0.0% of portfolio›$568.3K
Wealth Enhancement Advisory Services, LLC10,370
0.0% of portfolio›$548.7K
State of Alaska, Department of Revenue10,330
0.0% of portfolio›$534.0K
Toth Financial Advisory Corp9,695
0.1% of portfolio›$501.2K
First Citizens Bank & Trust Co9,650
0.0% of portfolio›$498.9K
Brookstone Capital Management8,148
0.0% of portfolio›$421.3K
RFG Advisory, LLC8,046
0.0% of portfolio›$416.0K
Pictet Asset Management Holding SA7,183
0.0% of portfolio›$371.4K
Quadrant Capital Group LLC7,067
0.0% of portfolio›$358.4K
ProShare Advisors LLC6,883
0.0% of portfolio›$355.9K
Welch Group, LLC6,814
0.0% of portfolio›$352.3K
Teza Capital Management LLC6,045
0.3% of portfolio›$312.5K
Equitable Trust Co5,977
0.0% of portfolio›$309.0K
Sagespring Wealth Partners, LLC5,814
0.0% of portfolio›$300.6K
Mutual of America Capital Management LLC5,702
0.0% of portfolio›$294.8K
Olympiad Research LP5,605
0.4% of portfolio›$289.8K
Steel Grove Capital Advisors, LLC5,526
0.0% of portfolio›$285.7K
TBH Global Asset Management, LLC5,500
0.0% of portfolio›$284.4K
Blue Trust, Inc.5,168
0.0% of portfolio›$267.2K
Sunburst Financial Group, LLC4,600
0.0% of portfolio›$237.8K
Xponance LLC4,557
0.0% of portfolio›$235.6K
ZWJ Investment Counsel Inc4,545
0.0% of portfolio›$235.0K
Decker Wealth Management LLC4,500
0.0% of portfolio›$232.7K
Sowell Financial Services LLC4,433
0.0% of portfolio›$229.2K
Virginia Retirement Systems ET Al4,200
0.0% of portfolio›$217.1K
US Bancorp \de\4,164
0.0% of portfolio›$215.3K
Chicago Partners Investment Group LLC4,150
0.0% of portfolio›$221.9K
Profund Advisors LLC3,992
0.0% of portfolio›$206.4K
Gamma Investing LLC2,562
0.0% of portfolio›$132.5K
Versant Capital Management, Inc2,294
0.0% of portfolio›$118.6K
Nisa Investment Advisors, LLC1,862
0.0% of portfolio›$96.3K
Sterling Capital Management LLC984
0.0% of portfolio›$50.9K
Pinnacle Wealth Planning Services, Inc.965
0.0% of portfolio›$49.9K
Assetmark, Inc868
0.0% of portfolio›$44.9K
First Horizon Corp861
0.0% of portfolio›$44.5K
Center for Financial Planning, Inc.800
0.0% of portfolio›$41.4K
Signaturefd, LLC749
0.0% of portfolio›$38.7K
Lanark Financial, Inc.650
0.0% of portfolio›$33.6K
EverSource Wealth Advisors, LLC431
0.0% of portfolio›$22.3K
Heritage Family Offices, LLP417
0.0% of portfolio›$21.6K
Private Trust Co NA393
0.0% of portfolio›$20.3K
Farther Finance Advisors, LLC343
0.0% of portfolio›$17.7K
Root Financial Partners, LLC297
0.0% of portfolio›$15.4K
Cedar Mountain Advisors, LLC289
0.0% of portfolio›$14.9K
Mitsubishi UFJ Asset Management Co., Ltd.274
0.0% of portfolio›$14.2K
True Wealth Design, LLC178
0.0% of portfolio›$9.2K
SJS Investment Consulting Inc.140
0.0% of portfolio›$7.2K
Parkside Financial Bank & Trust140
0.0% of portfolio›$7.2K
Parallel Advisors, LLC132
0.0% of portfolio›$6.8K
Central Trust Co129
0.0% of portfolio›$6.7K
Larson Financial Group LLC101
0.0% of portfolio›$5.2K
Hilton Head Capital Partners, LLC100
0.0% of portfolio›$5.2K
High Note Wealth, LLC98
0.0% of portfolio›$5.1K
Essential Partners LLC95
0.0% of portfolio›$4.9K
Fortitude Family Office, LLC91
0.0% of portfolio›$4.7K
Cullen T Bankers, Inc.76
0.0% of portfolio›$3.9K
Mather Group, Llc.49
0.0% of portfolio›$2.5K
Caitong International Asset Management Co., Ltd49
0.0% of portfolio›$2.5K
Bare Financial Services, Inc45
0.0% of portfolio›$2.3K
JFS Wealth Advisors, LLC44
0.0% of portfolio›$2.3K
Farmers & Merchants Investments Inc43
0.0% of portfolio›$2.2K
TD Private Client Wealth LLC42
0.0% of portfolio›$2.2K
IFP Advisors, Inc35
0.0% of portfolio›$1.8K
Salomon & Ludwin, LLC34
0.0% of portfolio›$1.8K
Wealth Enhancement Trust Services, Inc.33
0.0% of portfolio›$1.7K
Creative Capital Management Investments LLC25
0.0% of portfolio›$1.3K
WPG Advisers, LLC23
0.0% of portfolio›$1.2K
Ascentis Wealth Management, LLC21
0.0% of portfolio›$1.1K
Trust Co12
0.0% of portfolio›$623
Bay Harbor Wealth Management, LLC11
0.0% of portfolio›$569
CoreCap Advisors, LLC11
0.0% of portfolio›$569
MassMutual Private Wealth & Trust, FSB11
0.0% of portfolio›$569
Davis Capital Management10
0.0% of portfolio›$517
Financial Consulate, Inc8
0.0% of portfolio›$414
Gilpin Wealth Management, LLC7
0.0% of portfolio›$362
Covestor Ltd6
0.0% of portfolio›$0
DiNuzzo Private Wealth, Inc.6
0.0% of portfolio›$311
DecisionPoint Financial, LLC3
0.0% of portfolio›$157
Hughes Financial Services, LLC2
0.0% of portfolio›$107
GHP Investment Advisors, Inc.1
0.0% of portfolio›$52
Maryland Capital Advisors Inc.1
0.0% of portfolio›$52
RHL Group, LLC1
0.0% of portfolio›$52
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
2,048,987$105.9M0.0%IndexLowAustin, TX2026-11-04
Deprince Race & Zollo Inc
673,591$34.8M0.6%Deep ValueHighWinter Park, FL2026-10-13
Tributary Capital Management, LLC
394,956$20.4M1.9%ValueMediumOmaha, NE2026-10-28
Penn Capital Management Company, LLC
360,036$18.6M1.4%ValueHighPhiladelphia, PA2026-11-04
Bank of New York Mellon Corp
350,126$18.1M0.0%CoreLowNew York, NY2026-11-05
CapWealth Advisors, LLC
342,809$17.7M1.3%CoreLowFranklin, TN2026-10-05
Leeward Investments, LLC - MA
332,035$17.2M0.9%Deep ValueLowBoston, MA2026-10-23
Principal Financial Group Inc
238,857$12.3M0.0%CoreLowDes Moines, IA2026-11-02
Allspring Global Investments Holdings, LLC
134,828$7.0M0.0%CoreMediumCharlotte, NC2026-11-04
Strs Ohio
133,700$6.9M0.0%CoreMediumColumbus, OH2026-10-30
Citigroup Inc
106,743$5.5M0.0%CoreMediumNew York, NY2026-11-04
Keystone Financial Group, Inc.
99,078$5.1M2.7%ETFLowAtlanta, GA2026-10-13
Salzhauer Michael
55,665$2.9M1.2%GARPLowNew York, NY2026-10-28
Creative Planning
53,319$2.8M0.0%IndexVery LowOverland Park, KS2026-11-02
KBC Group NV
49,499$2.6M0.0%CoreMediumBrussels, Czech Republic2026-10-22
Woodmont Investment Counsel LLC
42,311$2.2M0.1%GARPVery LowNashville, TN2026-10-29
Rosenthal | Henry Capital Advisors, Inc.
38,433$2.0M1.8%Deep ValueLowMishawaka, IN2026-10-27
Certuity, LLC
35,723$1.8M0.1%GARPLowNorth Palm Beach, FL2026-11-02
Thrivent Financial for Lutherans
35,580$1.8M0.0%GARPMediumMinneapolis, MN2026-11-05
Y-Intercept (Hong Kong) Ltd
30,070$1.6M0.0%ValueVery HighHong Kong, South Korea2026-10-16
Albert D Mason Inc
28,540$1.5M0.9%CoreLowBoston, MA2026-10-27
Atria Investments, Inc
27,813$1.4M0.0%CoreMediumCharlotte, NC2026-10-15
Fifth Third Bancorp
26,797$1.4M0.0%IndexVery LowCincinnati, OH2026-11-05
Illinois Municipal Retirement Fund
21,497$1.1M0.0%CoreMediumOak Brook, IL2026-11-05
Louisiana State Employees Retirement System
21,300$1.1M0.0%IndexLowBaton Rouge, LA2026-10-20
Wealth Preservation Advisors, LLC
19,000$982.3K0.5%CoreLowChattanooga, TN2026-11-05
Ridgepath Capital Management LLC
15,298$790.9K0.4%ETFHighKnoxville, TN2026-10-29
New York State Teachers Retirement System
15,128$782.0K0.0%CoreVery LowAlbany, NY2026-10-22
Regions Financial Corp
14,798$765.1K0.0%CoreLowBirmingham, AL2026-11-05
Amalgamated Bank
12,807$662.0K0.0%CoreVery LowNew York, NY2026-10-23
Yousif Capital Management, LLC
12,699$656.5K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Inspire Investing, LLC
12,332$637.6K0.0%GARPHighMeridian, ID2026-10-22
Arizona State Retirement System
11,964$618.5K0.0%IndexVery LowPhoenix, AZ2026-11-03
Marietta Wealth Management, LLC
11,787$593.8K0.1%GrowthLowMarietta, GA2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
11,775$608.8K0.0%CoreLowHarrisburg, PA2026-11-03
Oregon Public Employees Retirement Fund
11,192$578.6K0.0%IndexVery LowTigard, OR2026-10-30
Simplicity Wealth,LLC
10,992$568.3K0.0%ETFLowSummit, NJ2026-10-23
Wealth Enhancement Advisory Services, LLC
10,370$548.7K0.0%CoreLowPlymouth, MN2026-10-13
State of Alaska, Department of Revenue
10,330$534.0K0.0%CoreVery LowJuneau, AK2026-10-15
Toth Financial Advisory Corp
9,695$501.2K0.1%CoreLowLeesburg, VA2026-10-08
First Citizens Bank & Trust Co
9,650$498.9K0.0%CoreMediumRaleigh, NC2026-10-14
Brookstone Capital Management
8,148$421.3K0.0%ETFMediumWheaton, IL2026-10-22
RFG Advisory, LLC
8,046$416.0K0.0%ETFMediumBirmingham, AL2026-11-03
Pictet Asset Management Holding SA
7,183$371.4K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Quadrant Capital Group LLC
7,067$358.4K0.0%CoreLowCincinnati, OH2026-10-20
ProShare Advisors LLC
6,883$355.9K0.0%GrowthLowBethesda, MD2026-10-29
Welch Group, LLC
6,814$352.3K0.0%CoreVery LowBirmingham, AL2026-10-29
Teza Capital Management LLC
6,045$312.5K0.3%ValueHighAustin, TX2026-10-23
Equitable Trust Co
5,977$309.0K0.0%CoreLowNashville, TN2026-10-13
Sagespring Wealth Partners, LLC
5,814$300.6K0.0%ETFLowFranklin, TN2026-10-22
Mutual of America Capital Management LLC
5,702$294.8K0.0%IndexLowNew York, NY2026-10-23
Olympiad Research LP
5,605$289.8K0.4%Deep ValueVery HighStamford, CT2026-11-04
Steel Grove Capital Advisors, LLC
5,526$285.7K0.0%ETFLowMemphis, TN2026-10-13
TBH Global Asset Management, LLC
5,500$284.4K0.0%CoreHighBrentwood, TN2026-11-03
Blue Trust, Inc.
5,168$267.2K0.0%ETFLowBrentwood, TN2026-10-15
Sunburst Financial Group, LLC
4,600$237.8K0.0%ETFVery LowVestavia Hills, AL2026-10-09
Xponance LLC
4,557$235.6K0.0%IndexVery LowPhiladelphia, PA2026-11-03
ZWJ Investment Counsel Inc
4,545$235.0K0.0%CoreLowAtlanta, GA2026-10-15
Decker Wealth Management LLC
4,500$232.7K0.0%MomentumLowNashville, TN2026-10-09
Sowell Financial Services LLC
4,433$229.2K0.0%CoreLowNorth Little Rock, AR2026-10-23
Virginia Retirement Systems ET Al
4,200$217.1K0.0%CoreMediumRichmond, VA2026-10-28
US Bancorp \de\
4,164$215.3K0.0%IndexLowMinneapolis, MN2026-11-05
Chicago Partners Investment Group LLC
4,150$221.9K0.0%GARPLowChicago, IL2026-10-27
Profund Advisors LLC
3,992$206.4K0.0%GrowthLowBethesda, MD2026-10-29
Gamma Investing LLC
2,562$132.5K0.0%IndexVery LowFoster City, CA2026-10-08
Versant Capital Management, Inc
2,294$118.6K0.0%GARPLowPhoenix, AZ2026-10-02
Nisa Investment Advisors, LLC
1,862$96.3K0.0%IndexVery LowSt. Louis, MO2026-10-20
Sterling Capital Management LLC
984$50.9K0.0%GARPMediumCharlotte, NC2026-10-22
Pinnacle Wealth Planning Services, Inc.
965$49.9K0.0%GARPLowMansfield, OH2026-10-27
Assetmark, Inc
868$44.9K0.0%ETFLowConcord, CA2026-10-21
First Horizon Corp
861$44.5K0.0%CoreLowMemphis, TN2026-10-26
Center for Financial Planning, Inc.
800$41.4K0.0%ETFLowSouthfied, MI2026-10-26
Signaturefd, LLC
749$38.7K0.0%IndexLowAtlanta, GA2026-10-23
Lanark Financial, Inc.
650$33.6K0.0%CoreMediumBirmingham, AL2026-10-26
EverSource Wealth Advisors, LLC
431$22.3K0.0%CoreMediumBirmingham, AL2026-11-04
Heritage Family Offices, LLP
417$21.6K0.0%GrowthHighScottsdale, AZ2026-11-02
Private Trust Co NA
393$20.3K0.0%CoreLowCleveland, OH2026-10-20
Farther Finance Advisors, LLC
343$17.7K0.0%IndexLowSan Francisco, CA2026-10-08
Root Financial Partners, LLC
297$15.4K0.0%ETFMediumEncinitas, CA2026-10-21
Cedar Mountain Advisors, LLC
289$14.9K0.0%ETFVery LowLake Oswego, OR2026-10-15
Mitsubishi UFJ Asset Management Co., Ltd.
274$14.2K0.0%IndexVery LowTokyo, Mexico2026-11-05
True Wealth Design, LLC
178$9.2K0.0%ETFMediumAkron, OH2026-10-13
SJS Investment Consulting Inc.
140$7.2K0.0%ETFVery LowSylvania, OH2026-10-26
Parkside Financial Bank & Trust
140$7.2K0.0%CoreVery LowSaint Louis, MO2026-10-27
Parallel Advisors, LLC
132$6.8K0.0%IndexLowSan Francisco, CA2026-11-03
Central Trust Co
129$6.7K0.0%CoreLowJefferson City, MO2026-11-05
Larson Financial Group LLC
101$5.2K0.0%GrowthLowSt Louis, MO2026-11-05
Hilton Head Capital Partners, LLC
100$5.2K0.0%CoreMediumHilton Head Island, SC2026-10-23
High Note Wealth, LLC
98$5.1K0.0%ETFVery LowDeephaven, MN2026-10-27
Essential Partners LLC
95$4.9K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Fortitude Family Office, LLC
91$4.7K0.0%ETFMediumScottsdale, AZ2026-10-14
Cullen T Bankers, Inc.
76$3.9K0.0%GrowthLowSan Antonio, TX2026-10-28
Mather Group, Llc.
49$2.5K0.0%ETFMediumChicago, IL2026-10-14
Caitong International Asset Management Co., Ltd
49$2.5K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Bare Financial Services, Inc
45$2.3K0.0%ETFVery LowGap, PA2026-11-04
JFS Wealth Advisors, LLC
44$2.3K0.0%ETFVery LowHermitage, PA2026-11-03
Farmers & Merchants Investments Inc
43$2.2K0.0%CoreVery LowLincoln, NE2026-10-22
TD Private Client Wealth LLC
42$2.2K0.0%ETFLowNew York, NY2026-10-28
IFP Advisors, Inc
35$1.8K0.0%GrowthLowTampa, FL2026-10-16
Salomon & Ludwin, LLC
34$1.8K0.0%ETFVery LowRichmond, VA2026-10-29
Wealth Enhancement Trust Services, Inc.
33$1.7K0.0%GrowthMediumSioux Falls, SD2026-10-07
Creative Capital Management Investments LLC
25$1.3K0.0%ETFLowSan Diego, CA2026-10-28
WPG Advisers, LLC
23$1.2K0.0%CoreLowBaltimore, MD2026-10-27
Ascentis Wealth Management, LLC
21$1.1K0.0%Agg GrowthLowDallas, TX2026-11-03
Trust Co
12$6230.0%ETFVery LowManhattan, KS2026-10-09
Bay Harbor Wealth Management, LLC
11$5690.0%ETFMediumHunt Valley, MD2026-11-03
CoreCap Advisors, LLC
11$5690.0%ETFMediumSouthfield, MI2026-10-08
MassMutual Private Wealth & Trust, FSB
11$5690.0%CoreLowSpringfield, MA2026-10-05
Davis Capital Management
10$5170.0%CoreLowJacksonville, FL2026-10-08
Financial Consulate, Inc
8$4140.0%ETFLowHunt Valley, MD2026-10-23
Gilpin Wealth Management, LLC
7$3620.0%GrowthLowDenver, CO2026-10-09
Covestor Ltd
6$00.0%ValueHighLondon, United Kingdom2026-10-30
DiNuzzo Private Wealth, Inc.
6$3110.0%ETFLowBeaver, PA2026-10-16
DecisionPoint Financial, LLC
3$1570.0%ETFVery LowMesa, AZ2026-10-27
Hughes Financial Services, LLC
2$1070.0%ETFLowHerndon, VA2026-10-30
GHP Investment Advisors, Inc.
1$520.0%CoreVery LowDenver, CO2026-10-15
Maryland Capital Advisors Inc.
1$520.0%ETFVery LowChester, MD2026-10-15
RHL Group, LLC
1$520.0%ETFVery HighHolly, MI2026-11-04