AMTB Institutional Ownership & Shareholders
AMERANT BANCORP INC (AMTB) is currently held by 143 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $690.15M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Wellington Management Group Llp is currently the largest disclosed institutional shareholder of AMTB tracked by InsiderSet, reporting ownership valued at approximately $137.62M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $164.15M, representing an estimated gain of +19.28% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% of the total disclosed AMTB value among the investors covered in this analysis. Major shareholders include Wellington Management Group Llp, Blackrock, Inc., Patriot Financial Partners Gp Ii, L.P., and several other long-term asset managers with concentrated positions in AMERANT BANCORP INC (AMTB).
This page ranks the largest institutional AMTB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
143
Total Reported Value
$690.15M
Largest Holder
Wellington Management Group Llp
Largest Position
$137.62M
Insider Transactions (90d)
2
Latest Filing Quarter
Q2 2026
New Institutional Positions
93
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wellington Management Group Llp | 0.02% | 5,392,594 | $137,619,000 | $164,150,561 | +$26,531,561 | +19.28% | |
| Blackrock, Inc. | 0.00% | 2,828,855 | $72,192,383 | $86,110,346 | +$13,917,963 | +19.28% | |
| Patriot Financial Partners Gp Ii, L.P. | 13.09% | 2,007,283 | $51,225,862 | $61,101,695 | +$9,875,833 | +19.28% | |
| North Reef Capital Management Lp | 1.82% | 1,855,507 | $47,352,539 | $56,481,633 | +$9,129,094 | +19.28% | |
| Vanguard Capital Management Llc | 0.00% | 1,646,945 | $42,030,036 | $50,133,006 | +$8,102,970 | +19.28% | |
| Dimensional Fund Advisors Lp | 0.01% | 1,565,026 | $39,938,361 | $47,639,391 | +$7,701,030 | +19.28% | |
| State Street Corp | 0.00% | 1,263,067 | $32,233,470 | $38,447,759 | +$6,214,289 | +19.28% | |
| Geode Capital Management, Llc | 0.00% | 922,817 | $23,556,514 | $28,090,549 | +$4,534,035 | +19.25% | |
| American Century Companies Inc | 0.01% | 846,437 | $21,601,072 | $25,765,542 | +$4,164,470 | +19.28% | |
| Two Sigma Investments, Lp | 0.01% | 700,533 | $17,877,602 | $21,324,225 | +$3,446,623 | +19.28% | |
| Basswood Capital Management, L.L.C. | 0.54% | 497,159 | $12,687,498 | $15,133,520 | +$2,446,022 | +19.28% | |
| Hotchkis & Wiley Capital Management Llc | 0.04% | 472,648 | $12,061,977 | $14,387,405 | +$2,325,428 | +19.28% | |
| Vanguard Portfolio Management Llc | 0.00% | 427,065 | $10,898,699 | $12,999,859 | +$2,101,160 | +19.28% | |
| Maltese Capital Management Llc | 1.95% | 420,000 | $10,718,400 | $12,784,800 | +$2,066,400 | +19.28% | |
| Goldman Sachs Group Inc | 0.00% | 343,107 | $8,756,091 | $10,444,177 | +$1,688,086 | +19.28% | |
| Mendon Capital Advisors Corp | 2.95% | 327,504 | $8,357,902 | $9,969,222 | +$1,611,320 | +19.28% | |
| Charles Schwab Investment Management Inc | 0.00% | 316,910 | $8,087,543 | $9,646,740 | +$1,559,197 | +19.28% | |
| Northern Trust Corp | 0.00% | 303,007 | $7,732,738 | $9,223,533 | +$1,490,795 | +19.28% | |
| Curi Capital, Llc | 0.12% | 300,056 | $7,657,430 | $9,133,705 | +$1,476,275 | +19.28% | |
| Bridgeway Capital Management, Llc | 0.12% | 264,730 | $6,755,910 | $8,058,381 | +$1,302,471 | +19.28% | |
| Vanguard Fiduciary Trust Co | 0.00% | 241,417 | $6,160,962 | $7,348,733 | +$1,187,771 | +19.28% | |
| Ubs Group Ag | 0.00% | 206,712 | $5,275,290 | $6,292,313 | +$1,017,023 | +19.28% | |
| Citadel Advisors Llc | 0.00% | 200,151 | $5,107,854 | $6,092,596 | +$984,742 | +19.28% | |
| Peregrine Capital Management Llc | 0.16% | 196,208 | $5,007,228 | $5,972,572 | +$965,344 | +19.28% | |
| Csm Advisors, Llc | 0.11% | 195,885 | $4,999,000 | $5,962,739 | +$963,739 | +19.28% | |
| Banc Funds Co Llc | 0.73% | 174,000 | $4,440,480 | $5,296,560 | +$856,080 | +19.28% | |
| Empowered Funds, Llc | 0.02% | 164,730 | $4,203,910 | $5,014,381 | +$810,471 | +19.28% | |
| Essex Investment Management Co Llc | 0.62% | 145,593 | $4,174,151 | $4,431,851 | +$257,700 | +6.17% | |
| Bank Of New York Mellon Corp | 0.00% | 154,525 | $3,943,472 | $4,703,741 | +$760,269 | +19.28% | |
| Sei Investments Co | 0.00% | 149,177 | $3,806,993 | $4,540,948 | +$733,955 | +19.28% | |
| Aqr Capital Management Llc | 0.00% | 142,084 | $3,625,993 | $4,325,037 | +$699,044 | +19.28% | |
| Qube Research & Technologies Ltd | 0.00% | 116,923 | $2,983,875 | $3,559,136 | +$575,261 | +19.28% | |
| Jpmorgan Chase & Co | 0.00% | 110,611 | $2,786,291 | $3,366,999 | +$580,708 | +20.84% | |
| Teachers Retirement System Of The State Of Kentucky | 0.02% | 106,224 | $2,711,000 | $3,233,459 | +$522,459 | +19.27% | |
| Principal Financial Group Inc | 0.00% | 89,352 | $2,561,722 | $2,719,875 | +$158,153 | +6.17% | |
| D. E. Shaw & Co., Inc. | 0.00% | 90,139 | $2,300,347 | $2,743,831 | +$443,484 | +19.28% | |
| Quantinno Capital Management Lp | 0.00% | 89,093 | $2,273,653 | $2,711,991 | +$438,338 | +19.28% | |
| Nuveen, Llc | 0.00% | 81,329 | $2,075,516 | $2,475,655 | +$400,139 | +19.28% | |
| Marshall Wace, Llp | 0.00% | 78,614 | $2,006,229 | $2,393,010 | +$386,781 | +19.28% | |
| Bank Of America Corp | 0.00% | 66,669 | $1,701,393 | $2,029,404 | +$328,011 | +19.28% | |
| Swiss National Bank | 0.00% | 65,437 | $1,669,952 | $1,991,902 | +$321,950 | +19.28% | |
| Creative Planning | 0.00% | 56,453 | $1,618,508 | $1,718,429 | +$99,921 | +6.17% | |
| Salzhauer Michael | 0.60% | 50,000 | $1,433,500 | $1,522,000 | +$88,500 | +6.17% | |
| Invesco Ltd. | 0.00% | 55,787 | $1,423,684 | $1,698,156 | +$274,472 | +19.28% | |
| Vanguard Global Advisers, Llc | 0.00% | 50,603 | $1,291,389 | $1,540,355 | +$248,966 | +19.28% | |
| Legato Capital Management Llc | 0.11% | 50,251 | $1,282,406 | $1,529,640 | +$247,234 | +19.28% | |
| Morgan Stanley | 0.00% | 47,976 | $1,224,366 | $1,460,389 | +$236,023 | +19.28% | |
| Kennedy Capital Management Llc | 0.02% | 44,861 | $1,144,853 | $1,365,569 | +$220,716 | +19.28% | |
| Xtx Topco Ltd | 0.01% | 43,705 | $1,115,352 | $1,330,380 | +$215,028 | +19.28% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 49,810 | $1,097,812 | $1,516,216 | +$418,404 | +38.11% |
Frequently asked questions about AMTB
Who are the largest institutional holders of AMTB?
The largest institutional holders of AMTB reported in the latest SEC Form 13F filings include Wellington Management Group Llp, Blackrock, Inc., Patriot Financial Partners Gp Ii, L.P., North Reef Capital Management Lp, and Vanguard Capital Management Llc. InsiderSet ranks institutional holders by their latest reported AMTB position.
What is AMTB institutional ownership?
This page tracks AMTB positions reported by institutional investment managers through SEC Form 13F. AMERANT BANCORP INC (AMTB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AMTB?
InsiderSet currently tracks 143 institutional managers reporting AMTB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of AMTB shareholders.
How much AMTB stock do institutions own?
Institutional investment managers disclosed approximately $690.15M in AMTB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AMTB institutional ownership last updated?
The latest AMTB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional AMTB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its AMTB position after the reporting date.
Are institutions buying or selling AMTB?
Institutional buying and selling can be analyzed by comparing AMTB positions across consecutive 13F reporting periods. InsiderSet's AMTB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AMTB ownership changes.
How has AMTB institutional ownership changed over time?
InsiderSet tracks AMTB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.