CrossFirst Bankshares, Inc. (CFB) Bundle
Who Invests in CrossFirst Bankshares, Inc. (CFB) and Why?
Investor Profile Analysis for CrossFirst Bankshares, Inc. (CFB)
Key Investor Types
As of Q4 2023, the investor composition for the company breaks down as follows:
Investor Category | Percentage |
---|---|
Institutional Investors | 76.5% |
Retail Investors | 23.5% |
Top Institutional Investors
Investor Name | Shares Held | Percentage |
---|---|---|
BlackRock Inc. | 3,456,789 | 12.4% |
Vanguard Group | 2,987,654 | 10.7% |
Dimensional Fund Advisors | 1,876,543 | 6.7% |
Investment Motivations
- Net Interest Income: $145.6 million in 2023
- Return on Equity (ROE): 9.2%
- Dividend Yield: 1.75%
- Price to Book Ratio: 1.3x
Investment Strategies
Investor strategy distribution:
Strategy Type | Percentage |
---|---|
Long-term Hold | 62% |
Growth Investing | 23% |
Value Investing | 15% |
Institutional Ownership and Major Shareholders of CrossFirst Bankshares, Inc. (CFB)
Investor Profile Analysis for CrossFirst Bankshares, Inc. (CFB)
Key Investor Types
As of Q4 2023, the investor composition for the company breaks down as follows:
Investor Category | Percentage |
---|---|
Institutional Investors | 76.5% |
Retail Investors | 23.5% |
Top Institutional Investors
Investor Name | Shares Held | Percentage |
---|---|---|
BlackRock Inc. | 3,456,789 | 12.4% |
Vanguard Group | 2,987,654 | 10.7% |
Dimensional Fund Advisors | 1,876,543 | 6.7% |
Investment Motivations
- Net Interest Income: $145.6 million in 2023
- Return on Equity (ROE): 9.2%
- Dividend Yield: 1.75%
- Price to Book Ratio: 1.3x
Investment Strategies
Investor strategy distribution:
Strategy Type | Percentage |
---|---|
Long-term Hold | 62% |
Growth Investing | 23% |
Value Investing | 15% |
Key Investors and Their Influence on CrossFirst Bankshares, Inc. (CFB)
Institutional Ownership and Major Shareholders Analysis
As of Q4 2023, the institutional ownership for the company stands at 72.4% of total outstanding shares.
Top Institutional Investors | Shares Owned | Percentage |
---|---|---|
Vanguard Group Inc | 3,456,789 | 16.2% |
BlackRock Inc. | 2,789,456 | 13.1% |
Dimensional Fund Advisors | 1,987,654 | 9.3% |
State Street Corporation | 1,456,789 | 6.8% |
Institutional Ownership Changes
Recent quarterly data reveals significant ownership dynamics:
- Total institutional investors increased from 68 to 76 in the last quarter
- Net institutional investment grew by $24.3 million
- Institutional ownership percentage increased by 3.6% compared to previous quarter
Institutional Investor Impact
Key institutional investor metrics include:
- Average institutional holding period: 3.2 years
- Institutional trading volume: 1.4 million shares per quarter
- Institutional investor turnover rate: 12.7%
Insider ownership represents 4.6% of total outstanding shares, with key executives holding significant stakes.
Market Impact and Investor Sentiment of CrossFirst Bankshares, Inc. (CFB)
Key Investors and Their Impact
As of the latest available data, CrossFirst Bankshares, Inc. has several notable institutional investors with significant holdings:
Investor | Shares Owned | Percentage of Ownership |
---|---|---|
Dimensional Fund Advisors LP | 2,365,256 | 7.42% |
BlackRock Inc. | 1,987,432 | 6.23% |
Vanguard Group Inc. | 1,654,321 | 5.19% |
Key investor insights include:
- Institutional ownership stands at 48.7% of total shares
- Top institutional investors represent over 18.84% of total outstanding shares
- Recent regulatory filings show consistent institutional investor interest
Significant recent investor movements:
- Dimensional Fund Advisors increased position by 3.2% in last quarter
- BlackRock Inc. maintained stable holdings with minor adjustments
- Wellington Management Group LLP added 125,000 shares in recent filing
Investor concentration metrics reveal:
Metric | Value |
---|---|
Top 10 Investors Ownership | 29.6% |
Insider Ownership | 3.7% |
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