National Western Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MOODY NATIONAL BANK TRUST DIVISION | 10/03/2024 | 2.50 K | $1.25 M | -99.77% | 0.07% |
| JPMORGAN CHASE & CO | 12/26/2024 | 0 | $0 | -100.00% | 0.00% |
| US BANCORP \DE\ | 10/28/2024 | 0 | $0 | -100.00% | 0.00% |
| HUNTINGTON NATIONAL BANK | 11/06/2024 | 0 | $0 | -100.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
| NORTHERN TRUST CORP | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| STATE STREET CORP | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| VANGUARD GROUP INC | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| BARCLAYS PLC | 11/19/2024 | 0 | $0 | -100.00% | 0.00% |
| FMR LLC | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 0 | $0 | -100.00% | 0.00% |
| CALDWELL SUTTER CAPITAL, INC. | 10/25/2024 | 0 | $0 | -100.00% | 0.00% |
| TWEEDY, BROWNE CO LLC | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 0 | $0 | -100.00% | 0.00% |
| LEGAL & GENERAL GROUP PLC | 02/28/2025 | 0 | $0 | -100.00% | 0.00% |
| GAMCO INVESTORS, INC. ET AL | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| NEW YORK STATE COMMON RETIREMENT FUND | 10/08/2025 | 0 | $0 | -100.00% | 0.00% |
| WESTPORT ASSET MANAGEMENT INC | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| STRS OHIO | 11/01/2024 | 0 | $0 | -100.00% | 0.00% |
| CITIGROUP INC | 11/12/2024 | 0 | $0 | -100.00% | 0.00% |
| STATE OF WISCONSIN INVESTMENT BOARD | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| HSBC HOLDINGS PLC | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 0 | $0 | -100.00% | 0.00% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| MORGAN STANLEY | 05/14/2025 | 0 | $0 | -100.00% | 0.00% |
| INVESCO LTD. | 11/12/2024 | 0 | $0 | -100.00% | 0.00% |
| AMALGAMATED BANK | 10/30/2024 | 0 | $0 | -100.00% | 0.00% |
| TUDOR INVESTMENT CORP ET AL | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| BANK OF MONTREAL /CAN/ | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
| ELKHORN PARTNERS LIMITED PARTNERSHIP | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
| GABELLI & CO INVESTMENT ADVISERS, INC. | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
| NISA INVESTMENT ADVISORS, LLC | 10/24/2024 | 0 | $0 | -100.00% | 0.00% |
| GARDNER LEWIS ASSET MANAGEMENT L P | 11/12/2024 | 0 | $0 | -100.00% | 0.00% |
| DEUTSCHE BANK AG\ | 06/26/2025 | 0 | $0 | -100.00% | 0.00% |
| ROYAL BANK OF CANADA | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 11/15/2024 | 0 | $0 | -100.00% | 0.00% |
| D. E. SHAW & CO., INC. | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| BRANDES INVESTMENT PARTNERS, LP | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
| AMERITAS INVESTMENT PARTNERS, INC. | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
| VOYA INVESTMENT MANAGEMENT LLC | 02/07/2025 | 0 | $0 | -100.00% | 0.00% |
| GLAZER CAPITAL, LLC | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
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National Western institutional Ownership - FAQ's
During the previous two years, 34 institutional investors and hedge funds held shares of National Western. The most heavily invested institutionals were:
Flow State Investments, L.P.: 0
Crystalline Management Inc.: 0
BlackRock Inc.: 197,655
KARPAS STRATEGIES, LLC: 927
CREDIT SUISSE AG/: 8,904
EA Series Trust: 7,317
0.07% of National Western stock is owned by institutional investors.
Institutional investors have bought a total of 446.54 K shares in the last 24 months. This purchase volume represents approximately $223.26 M in transactions.