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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, Q4 2024

Institutional positions in First Bancshares Inc as of Dec 31, 2024. 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
155
+6 vs. Q3 2024
Shares held
22.6M
+804.1K (+3.7%) vs. Q3 2024
Total value
$789.9M
+$90.6M (+13.0%) vs. Q3 2024
New holders
21
50 more added
Sold out
15
46 more reduced

2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2024: 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 holdersQ4 2024: 155 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 heldQ4 2024: $789.9M
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, Q4 2024

Shares, value and share of portfolio for each institution holding First Bancshares Inc; share changes are against Q3 2024.

Institutions holding FBMS in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
IFP Advisors, Inc3$1050.00%+3New
Lee Danner & Bass Inc7$2450.00%+7New
GeoWealth Management, LLC10$3500.00%00.0%Unchanged
Smartleaf Asset Management LLC16$5600.00%00.0%Unchanged
Rothschild Investment LLC20$7000.00%−15−42.9%Reduced
Fifth Third Bancorp20$7000.00%−14−41.2%Reduced
Nisa Investment Advisors, LLC20$7000.00%00.0%Unchanged
GAMMA Investing LLC23$8050.00%00.0%Unchanged
Covestor Ltd39$1.00K0.00%+1+2.6%Added
UMA Financial Services, Inc.32$1.12K0.00%+32New
Spire Wealth Management39$1.36K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.47$1.65K0.00%00.0%Unchanged
Parallel Advisors, LLC51$1.78K0.00%00.0%Unchanged
Bessemer Group Inc45$2.00K0.00%00.0%Unchanged
Signaturefd, LLC123$4.30K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.150$5.25K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.150$5.25K0.00%00.0%Unchanged
Ritter Daniher Financial Advisory LLC202$7.07K0.00%00.0%Unchanged
Lindbrook Capital, LLC229$8.02K0.00%00.0%Unchanged
US Bancorp345$12.1K0.00%00.0%Unchanged
Jones Financial Companies LLLP350$12.3K0.00%00.0%Unchanged
Vestcor Inc725$25.0K0.00%+725New
Meeder Asset Management Inc824$28.8K0.00%+824New
Sterling Capital Management LLC974$34.1K0.00%+873+864.4%Added
Amalgamated Bank1,034$36.0K0.00%00.0%Unchanged
Quadrant Capital Group LLC1,663$58.2K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.3,016$105.6K0.00%00.0%Unchanged
CWM, LLC3,028$106.0K0.00%+68+2.3%Added
Tower Research Capital LLC (TRC)3,102$108.6K0.00%+641+26.0%Added
Great West Life Assurance Co3,261$114.0K0.00%00.0%Unchanged
FMR LLC3,321$116.2K0.00%+127+4.0%Added
Zurcher Kantonalbank (Zurich Cantonalbank)4,778$167.2K0.00%00.0%Unchanged
Royal Bank of Canada5,091$178.0K0.00%+2,214+77.0%Added
KLP Kapitalforvaltning AS5,200$182.0K0.00%+5,200New
BNP Paribas Arbitrage, SA5,793$202.8K0.00%−5,067−46.7%Reduced
Ameriprise Financial Inc6,220$217.7K0.00%+6,220New
Police & Firemen's Retirement System of New Jersey6,256$219.0K0.00%+6,256New
Regions Financial Corp6,689$234.1K0.00%00.0%Unchanged
Public Employees Retirement Association of Colorado7,195$252.0K0.00%−541−7.0%Reduced
Guggenheim Capital LLC7,287$255.0K0.00%−167−2.2%Reduced
Change Path, LLC7,800$273.0K0.01%00.0%Unchanged
Caldwell Sutter Capital, Inc.7,811$273.4K0.13%00.0%Unchanged
XTX Topco Ltd8,268$289.4K0.02%−4,845−36.9%Reduced
ProShare Advisors LLC8,568$299.9K0.00%+8,568New
Arizona State Retirement System8,604$301.1K0.00%+63+0.7%Added
State Board of Administration of Florida Retirement System8,760$306.6K0.00%00.0%Unchanged
Raymond James Financial Inc8,781$307.3K0.00%+8,781New
Citadel Advisors LLC9,302$325.6K0.00%+9,302New
New York State Common Retirement Fund9,559$334.6K0.00%00.0%Unchanged
Voya Investment Management LLC9,606$336.2K0.00%−444−4.4%Reduced
Allen Mooney & Barnes Investment Advisors LLC10,035$351.2K0.06%+10+0.1%Added
Chicago Capital Management, LLC10,043$351.5K0.22%+10,043New
MidWestOne Financial Group, Inc.11,100$388.5K0.05%00.0%Unchanged
Leavell Investment Management, Inc.12,702$444.6K0.02%00.0%Unchanged
Virtu Financial LLC13,196$462.0K0.02%+13,196New
Oxford Asset Management LLP14,005$490.2K0.22%−3,125−18.2%Reduced
Intech Investment Management LLC14,070$492.4K0.00%+14,070New
Quest Partners LLC14,130$494.6K0.07%−4,616−24.6%Reduced
Corebridge Financial, Inc.15,125$529.4K0.00%−1,142−7.0%Reduced
Mascagni Wealth Management, Inc.16,044$542.4K0.54%+16,044New
Harbor Advisors LLC15,671$548.5K0.09%00.0%Unchanged
Janus Henderson Group PLC16,001$561.1K0.00%−3,400−17.5%Reduced
HRT Financial LP16,396$573.0K0.00%−8,298−33.6%Reduced
Mirae Asset Global ETFs Holdings Ltd.17,286$605.0K0.00%+638+3.8%Added
HSBC Holdings PLC17,259$611.0K0.00%+1,865+12.1%Added
Wells Fargo & Company17,857$625.0K0.00%+3,890+27.9%Added
Keebeck Alpha, LP18,300$640.5K0.67%−12,727−41.0%Reduced
MetLife Investment Management18,404$644.1K0.00%+695+3.9%Added
LPL Financial LLC19,518$683.1K0.00%+521+2.7%Added
STRS Ohio20,000$700.0K0.00%−900−4.3%Reduced
Hancock Whitney Corp20,000$700.0K0.02%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.20,553$718.5K0.00%+3,802+22.7%Added
Price T Rowe Associates Inc21,018$736.0K0.00%+11,031+110.5%Added
Renaissance Technologies LLC21,200$742.0K0.00%−32,800−60.7%Reduced
Stifel Financial Corp21,273$744.6K0.00%+1,055+5.2%Added
Rafferty Asset Management, LLC26,943$943.0K0.00%−20,482−43.2%Reduced
California State Teachers Retirement System27,750$971.3K0.00%−371−1.3%Reduced
Principal Financial Group Inc28,944$1.01M0.00%+2,624+10.0%Added
Gabelli & Co Investment Advisers, Inc.30,487$1.07M0.18%00.0%Unchanged
Gabelli Funds LLC30,936$1.08M0.01%00.0%Unchanged
Victory Capital Management Inc31,000$1.08M0.00%−2,000−6.1%Reduced
Legal & General Group Plc31,227$1.10M0.00%+4,074+15.0%Added
Jane Street Group, LLC32,328$1.13M0.00%+2,169+7.2%Added
CSS LLC32,665$1.14M0.07%+24,372+293.9%Added
Water Island Capital LLC34,345$1.20M0.14%+21,402+165.4%Added
Steele Capital Management, Inc.36,500$1.28M0.07%00.0%Unchanged
Squarepoint Ops LLC36,545$1.28M0.00%+36,545New
Yakira Capital Management, Inc.37,164$1.30M0.52%+37,164New
Russell Investments Group, Ltd.37,666$1.32M0.00%−29,150−43.6%Reduced
Smith Shellnut Wilson LLC38,781$1.36M0.60%00.0%Unchanged
Thrivent Financial for Lutherans42,026$1.47M0.00%−14,843−26.1%Reduced
Wiley Bros.-Aintree Capital, LLC42,081$1.49M0.02%+42,081New
AQR Capital Management LLC42,724$1.50M0.00%+2,193+5.4%Added
Pinnacle Holdings, LLC42,976$1.50M0.57%−175−0.4%Reduced
Versor Investments LP44,644$1.56M0.27%−7,201−13.9%Reduced
Wolverine Asset Management LLC47,367$1.66M0.03%+14,567+44.4%Added
UBS Asset Management Americas Inc48,103$1.68M0.00%−188−0.4%Reduced
Susquehanna Fundamental Investments, LLC50,856$1.78M0.03%+50,856New
Fisher Asset Management, LLC51,703$1.81M0.00%00.0%Unchanged
Two Sigma Advisers, LP53,800$1.88M0.00%−5,300−9.0%Reduced