Independent Bank Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 2.84 M | $94.60 M | 100.00% | 13.58% |
| VANGUARD GROUP INC | 11/13/2024 | 1.19 M | $39.79 M | 12.00% | 5.71% |
| FMR LLC | 11/13/2024 | 1.03 M | $34.51 M | 7.20% | 4.95% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 961,202 | $32.05 M | -2.45% | 4.60% |
| FJ CAPITAL MANAGEMENT LLC | 11/14/2024 | 805,367 | $26.86 M | -33.60% | 3.85% |
| STATE STREET CORP | 11/14/2024 | 647,579 | $21.60 M | 4.77% | 3.10% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 600,900 | $20.04 M | 1.03% | 2.88% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 499,546 | $16.66 M | 0.37% | 2.39% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 469,676 | $15.66 M | 13.02% | 2.25% |
| LSV ASSET MANAGEMENT | 11/12/2024 | 467,270 | $15.58 M | -11.06% | 2.24% |
| ACADIAN ASSET MANAGEMENT LLC | 11/12/2024 | 466,471 | $15.55 M | 10.11% | 2.23% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11/13/2024 | 409,214 | $13.65 M | -2.83% | 1.96% |
| JPMORGAN CHASE & CO | 11/08/2024 | 388,351 | $12.95 M | -14.53% | 1.86% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 349,860 | $11.67 M | 64.12% | 1.67% |
| PRINCIPAL FINANCIAL GROUP INC | 10/31/2024 | 349,631 | $11.66 M | 28.66% | 1.67% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 342,982 | $11.44 M | 35.62% | 1.64% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 10/18/2024 | 320,885 | $10.70 M | -10.51% | 1.54% |
| PL CAPITAL ADVISORS, LLC | 10/29/2024 | 318,985 | $10.64 M | 0.00% | 1.53% |
| BOSTON PARTNERS | 11/12/2024 | 283,980 | $9.47 M | 589.51% | 1.36% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 11/14/2024 | 264,090 | $8.81 M | 9.35% | 1.26% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2024 | 227,059 | $7.57 M | 93.55% | 1.09% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/14/2024 | 221,493 | $7.39 M | 21.13% | 1.06% |
| FOUNDRY PARTNERS, LLC | 11/08/2024 | 210,870 | $7.03 M | 0.94% | 1.01% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 194,597 | $6.49 M | -5.82% | 0.93% |
| MORGAN STANLEY | 11/14/2024 | 171,841 | $5.73 M | 4.39% | 0.82% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 171,090 | $5.71 M | 202.26% | 0.82% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2024 | 161,409 | $5.38 M | -7.24% | 0.77% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2024 | 152,165 | $5.07 M | -14.31% | 0.73% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 143,544 | $4.79 M | 1.94% | 0.69% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 106,182 | $3.54 M | 100.54% | 0.51% |
| SEI INVESTMENTS CO | 11/12/2024 | 94,640 | $3.16 M | 469.30% | 0.45% |
| ASSENAGON ASSET MANAGEMENT S.A. | 10/23/2024 | 94,077 | $3.14 M | -19.28% | 0.45% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 11/14/2024 | 90,434 | $3.02 M | -0.95% | 0.43% |
| FIRST TRUST ADVISORS LP | 11/13/2024 | 86,022 | $2.87 M | 30.24% | 0.41% |
| BARCLAYS PLC | 11/19/2024 | 82,357 | $2.75 M | 38.12% | 0.39% |
| EMPOWERED FUNDS, LLC | 11/06/2024 | 79,065 | $2.64 M | -11.64% | 0.38% |
| ADVISORY SERVICES NETWORK, LLC | 11/14/2024 | 71,057 | $1.92 M | 0.00% | 0.34% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 11/13/2024 | 65,311 | $2.18 M | 227.37% | 0.31% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2024 | 63,613 | $2.12 M | 17.21% | 0.30% |
| MALTESE CAPITAL MANAGEMENT LLC | 11/14/2024 | 60,000 | $2.00 M | -56.17% | 0.29% |
| MARTINGALE ASSET MANAGEMENT L P | 11/14/2024 | 57,744 | $1.93 M | -20.23% | 0.28% |
| TREXQUANT INVESTMENT LP | 11/12/2024 | 55,458 | $1.85 M | 47.86% | 0.27% |
| THRIVENT FINANCIAL FOR LUTHERANS | 11/07/2024 | 53,128 | $1.77 M | -14.93% | 0.25% |
| ATEGRA CAPITAL MANAGEMENT, LLC | 11/13/2024 | 50,601 | $1.69 B | 100.00% | 0.24% |
| AXA S.A. | 11/14/2024 | 50,093 | $1.67 M | 3.51% | 0.24% |
| INVESCO LTD. | 11/12/2024 | 49,140 | $1.64 M | -21.82% | 0.24% |
| GLOBEFLEX CAPITAL L P | 11/13/2024 | 42,718 | $1.42 M | 0.00% | 0.20% |
| SWISS NATIONAL BANK | 11/07/2024 | 41,300 | $1.38 M | 0.00% | 0.20% |
| RHUMBLINE ADVISERS | 11/12/2024 | 41,275 | $1.38 M | -11.31% | 0.20% |
| ROYAL BANK OF CANADA | 11/14/2024 | 37,836 | $1.26 M | 180.50% | 0.18% |
Independent Bank Corporationinstitutional Ownership - FAQ's
During the previous two years, 198 institutional investors and hedge funds held shares of Independent Bank Corporation. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 2.84 M
VANGUARD GROUP INC: 1.19 M
FMR LLC: 1.03 M
DIMENSIONAL FUND ADVISORS LP: 961,202
FJ Capital Management LLC: 805,367
STATE STREET CORP: 647,579
84.83% of Independent Bank Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 23.63 M shares in the last 24 months. This purchase volume represents approximately $832.65 M in transactions.