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First Bancshares Inc

FBMSDelisted Apr 1, 2025
Industry
National Commercial Banks
SEC CIK
0000947559

First Bancshares Inc was delisted on Apr 1, 2025; its insiders filed their last Form 4 on Apr 3, 2025; 152 institutions reported holding it in 13F filings for Q1 2025, worth $749.7M in total; Soros Fund Management was the only superinvestor holding it.

13F holders, Q3 2023

Institutional positions in First Bancshares Inc as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
111
+4 vs. Q2 2023
Shares held
19.0M
+77.4K (+0.4%) vs. Q2 2023
Total value
$511.4M
+$23.4M (+4.8%) vs. Q2 2023
New holders
9
49 more added
Sold out
5
33 more reduced

1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting FBMS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2023: 111 institutions
Q1 2021: 93 institutionsQ2 2021: 96 institutionsQ3 2021: 93 institutionsQ4 2021: 102 institutionsQ1 2022: 111 institutionsQ2 2022: 113 institutionsQ3 2022: 115 institutionsQ4 2022: 121 institutionsQ1 2023: 115 institutionsQ2 2023: 108 institutionsQ3 2023: 111 institutionsQ4 2023: 127 institutionsQ1 2024: 131 institutionsQ2 2024: 128 institutionsQ3 2024: 151 institutionsQ4 2024: 155 institutionsQ1 2025: 152 institutionsQ2 2025: 1 institutionQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ3 2023: $511.4M
Q1 2021: $463.1MQ2 2021: $486.0MQ3 2021: $524.4MQ4 2021: $515.5MQ1 2022: $430.5MQ2 2022: $370.3MQ3 2022: $479.4MQ4 2022: $543.6MQ1 2023: $481.5MQ2 2023: $489.7MQ3 2023: $511.4MQ4 2023: $585.2MQ1 2024: $530.6MQ2 2024: $561.9MQ3 2024: $702.2MQ4 2024: $789.9MQ1 2025: $749.7MQ2 2025: $1.99KQ3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding FBMS and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20251$1.99K
Q1 2025152$749.7M
Q4 2024155$789.9M
Q3 2024151$702.2M
Q2 2024128$561.9M
Q1 2024131$530.6M
Q4 2023127$585.2M
Q3 2023111$511.4M
Q2 2023108$489.7M
Q1 2023115$481.5M
Q4 2022121$543.6M
Q3 2022115$479.4M
Q2 2022113$370.3M
Q1 2022111$430.5M
Q4 2021102$515.5M
Q3 202193$524.4M
Q2 202196$486.0M
Q1 202193$463.1M

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding First Bancshares Inc; share changes are against Q2 2023.

Institutions holding FBMS in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Benjamin F. Edwards & Company, Inc.8$00.00%00.0%Unchanged
CWM, LLC17$00.00%+7+70.0%Added
Covestor Ltd4$00.00%−1−20.0%Reduced
Allworth Financial LP27$7290.00%+27New
Signaturefd, LLC92$2.48K0.00%−23−20.0%Reduced
Advisor Group Holdings, Inc.150$4.05K0.00%−232−60.7%Reduced
Cape Investment Advisory, Inc.150$4.05K0.00%00.0%Unchanged
Ritter Daniher Financial Advisory LLC202$5.45K0.00%00.0%Unchanged
Lindbrook Capital, LLC296$7.98K0.00%−27−8.4%Reduced
US Bancorp334$9.01K0.00%−170−33.7%Reduced
Allspring Global Investments Holdings, LLC878$23.7K0.00%+645+276.8%Added
FMR LLC1,073$28.9K0.00%+266+33.0%Added
Metropolitan Life Insurance Co1,889$50.9K0.00%+223+13.4%Added
Quantbot Technologies LP2,173$58.6K0.00%+2,173New
Amalgamated Bank2,966$80.0K0.00%+436+17.2%Added
Ameritas Investment Partners, Inc.3,016$81.3K0.00%+509+20.3%Added
Great West Life Assurance Co3,261$88.0K0.00%+2,216+212.1%Added
Quadrant Capital Group LLC3,300$89.0K0.01%−164−4.7%Reduced
Tower Research Capital LLC (TRC)3,324$89.6K0.00%+2,642+387.4%Added
Zurcher Kantonalbank (Zurich Cantonalbank)4,778$128.9K0.00%00.0%Unchanged
Royal Bank of Canada5,175$140.0K0.00%+2,008+63.4%Added
Qube Research & Technologies Ltd7,414$200.0K0.00%+7,414New
ELCO Management Co., LLC7,437$200.6K0.14%+7,437New
Argent Trust Co7,876$212.4K0.01%−1,280−14.0%Reduced
Wells Fargo & Company7,917$213.5K0.00%−3,653−31.6%Reduced
Arizona State Retirement System7,957$214.6K0.00%+107+1.4%Added
State Board of Administration of Florida Retirement System8,760$236.3K0.00%+140+1.6%Added
Citigroup Inc9,744$262.8K0.00%−15,276−61.1%Reduced
Janus Henderson Group PLC9,762$263.5K0.00%+20.0%Added
Atom Investors LP9,868$266.1K0.06%−3,280−24.9%Reduced
First Trust Advisors LP10,639$286.9K0.00%−76,719−87.8%Reduced
Prudential Financial Inc10,700$288.6K0.00%00.0%Unchanged
Public Employees Retirement Association of Colorado10,769$290.0K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.12,008$323.9K0.18%00.0%Unchanged
Alps Advisors Inc12,110$326.6K0.00%+12,110New
Principal Financial Group Inc12,203$329.1K0.00%+4,014+49.0%Added
Creative Planning12,505$337.3K0.00%+1,377+12.4%Added
Rockefeller Capital Management L.P.12,529$337.9K0.00%+12,529New
Leavell Investment Management, Inc.12,702$343.0K0.02%−300−2.3%Reduced
New York State Common Retirement Fund12,950$349.3K0.00%+53+0.4%Added
BNP Paribas Arbitrage, SA13,086$352.9K0.00%+5,184+65.6%Added
Voya Investment Management LLC13,156$354.8K0.00%+239+1.9%Added
HSBC Holdings PLC13,209$358.4K0.00%−1,674−11.2%Reduced
Mirae Asset Global Investments Co., Ltd.13,388$361.1K0.00%+2,102+18.6%Added
Susquehanna International Group, LLP13,482$363.6K0.00%−22,569−62.6%Reduced
New York Life Investment Management LLC13,784$371.8K0.00%−2,172−13.6%Reduced
Rafferty Asset Management, LLC14,773$398.4K0.00%−6,781−31.5%Reduced
Millennium Management LLC14,898$401.8K0.00%+14,898New
American International Group, Inc.15,321$413.2K0.00%+710+4.9%Added
Harbor Advisors LLC15,671$422.6K0.09%00.0%Unchanged
UBS Group AG15,906$429.0K0.00%−407−2.5%Reduced
MetLife Investment Management16,081$433.7K0.00%00.0%Unchanged
Deutsche Bank AG16,446$443.5K0.00%+2,357+16.7%Added
Allen Mooney & Barnes Investment Advisors LLC16,788$452.8K0.10%+52+0.3%Added
Raymond James & Associates16,849$454.4K0.00%+6,934+69.9%Added
Hancock Whitney Corp20,000$539.4K0.02%00.0%Unchanged
UBS Asset Management Americas Inc22,460$605.7K0.00%00.0%Unchanged
Credit Suisse AG25,007$674.4K0.00%−2,475−9.0%Reduced
State of Wisconsin Investment Board26,207$706.8K0.00%−602−2.2%Reduced
Legal & General Group Plc26,977$727.6K0.00%+6,592+32.3%Added
Two Sigma Advisers, LP28,700$774.0K0.00%−11,400−28.4%Reduced
Cornercap Investment Counsel Inc29,645$799.5K0.15%+29,645New
Bank of America Corp30,472$821.8K0.00%+4,764+18.5%Added
Invesco Ltd.31,360$845.8K0.00%+2,513+8.7%Added
California State Teachers Retirement System31,483$849.1K0.00%−2,403−7.1%Reduced
LPL Financial LLC33,937$915.3K0.00%+409+1.2%Added
Banc Funds Co LLC38,677$1.04M0.12%−43,684−53.0%Reduced
Smith Shellnut Wilson LLC39,781$1.07M0.66%00.0%Unchanged
Russell Investments Group, Ltd.41,599$1.12M0.00%+41,599New
Pinnacle Holdings, LLC43,376$1.17M0.55%−5,140−10.6%Reduced
Rhumbline Advisers44,188$1.19M0.00%+1,507+3.5%Added
Barclays PLC44,697$1.21M0.00%−1,775−3.8%Reduced
TD Asset Management Inc55,890$1.51M0.00%00.0%Unchanged
Swiss National Bank61,430$1.66M0.00%+500+0.8%Added
Fisher Asset Management, LLC65,709$1.77M0.00%+4,417+7.2%Added
Empowered Funds, LLC69,160$1.87M0.06%+5,688+9.0%Added
Endeavour Capital Advisors Inc70,812$1.91M0.77%00.0%Unchanged
Victory Capital Management Inc71,606$1.93M0.00%−3,482−4.6%Reduced
Goldman Sachs Group Inc75,874$2.05M0.00%−22,191−22.6%Reduced
Algebris (UK) Ltd81,569$2.20M1.12%−92,861−53.2%Reduced
HoldCo Asset Management, L.P.83,560$2.25M6.30%00.0%Unchanged
Brandywine Global Investment Management, LLC90,311$2.44M0.02%+8,993+11.1%Added
State of New Jersey Common Pension Fund D92,006$2.48M0.01%00.0%Unchanged
Morgan Stanley100,569$2.71M0.00%+47,941+91.1%Added
American Century Companies Inc109,620$2.96M0.00%+5,146+4.9%Added
SignalPoint Asset Management, LLC143,503$3.12M0.99%+10.0%Added
Maltese Capital Management LLC123,601$3.33M1.27%+36,101+41.3%Added
Bank of New York Mellon Corp134,660$3.63M0.00%+904+0.7%Added
EJF Capital LLC138,016$3.72M1.64%−12,907−8.6%Reduced
JCSD Capital, LLC145,301$3.92M8.02%−8,098−5.3%Reduced
Nuveen Asset Management, LLC145,979$3.94M0.00%+91,418+167.6%Added
Petiole USA ltd169,502$4.57M4.19%00.0%Unchanged
JPMorgan Chase & Co172,021$4.64M0.00%+57,730+50.5%Added
Bridgeway Capital Management, LLC220,560$5.95M0.14%+5,688+2.6%Added
Stieven Capital Advisors, L.P.224,175$6.05M1.57%−77,171−25.6%Reduced
Charles Schwab Investment Management Inc224,195$6.05M0.00%+8,642+4.0%Added
Strategic Value Bank Partners LLC265,576$7.16M4.35%00.0%Unchanged
Northern Trust Corp289,519$7.81M0.00%+14,025+5.1%Added
Kennedy Capital Management, Inc.340,112$9.17M0.22%+6,011+1.8%Added
RMB Capital Management, LLC375,000$10.1M0.35%00.0%Unchanged