Vault-13

AMERANT BANCORP INC AMTB

CL A · Common Stock · CUSIP 023576101

131 institutional holders +5 vs Q1 2025
27,039,02827.0m shares reported held*
64.8% of all shares outstanding*
$492.9mreported value*
25 new 41 added 44 reduced 20 sold out net sold ≈ $4.6m (-250.5k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($150.7k this quarter). Holder counts are more reliable. Shares outstanding: 41.7m as of 2025-07-29, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $18.23. Options: 1 managers hold calls ($0 notional), 2 hold puts ($1.1m).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 85Q4 22: 89Q1 23: 90Q2 23: 87Q3 23: 82Q4 23: 80Q1 24: 85Q2 24: 94Q3 24: 115Q4 24: 118Q1 25: 126Q2 25: 131131Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202285
Q4 202289
Q1 202390
Q2 202387
Q3 202382
Q4 202380
Q1 202485
Q2 202494
Q3 2024115
Q4 2024118
Q1 2025126
Q2 2025131

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 23: 40 bought or addedQ3 23: 34 cut or sold outQ4 23: 37 bought or addedQ4 23: 30 cut or sold outQ4 23Q1 24: 38 bought or addedQ1 24: 28 cut or sold outQ2 24: 55 bought or addedQ2 24: 29 cut or sold outQ2 24Q3 24: 71 bought or addedQ3 24: 32 cut or sold outQ4 24: 71 bought or addedQ4 24: 40 cut or sold outQ4 24Q1 25: 62 bought or addedQ1 25: 48 cut or sold outQ2 25: 66 bought or addedQ2 25: 64 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20234034
Q4 20233730
Q1 20243828
Q2 20245529
Q3 20247132
Q4 20247140
Q1 20256248
Q2 20256664

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$500k$1m$1.5mQ3 24 calls: $0Q3 24 puts: $23.5kQ3 24P/C —Q4 24 calls: $0Q4 24 puts: $463.9kQ4 24P/C —Q1 25 calls: $0Q1 25 puts: $2.1kQ1 25P/C —Q2 25 calls: $0Q2 25 puts: $1.1mQ2 25P/C —
Numbers
QuarterCallsPutsP/C
Q3 2024$0$23.5k—
Q4 2024$0$463.9k—
Q1 2025$0$2.1k—
Q2 2025$0$1.1m—

Biggest buyers

DIMENSIONAL FUND ADVISORS LP Added +245,755+245.8k
CSM Advisors, LLC New +213,755+213.8k
CITADEL ADVISORS LLC Added +137,380+137.4k
WELLINGTON MANAGEMENT GROUP LLP Added +122,110+122.1k
BRIDGEWAY CAPITAL MANAGEMENT, LLC New +115,146+115.1k
TWO SIGMA ADVISERS, LP Added +106,300+106.3k
Bridgewater Associates, LP New +95,734+95.7k
Y-Intercept (Hong Kong) Ltd New +87,726+87.7k
Trexquant Investment LP Added +75,213+75.2k
MORGAN STANLEY Added +56,689+56.7k

Biggest sellers

Philadelphia Financial Management of San Francisco, LLC Sold out -563,973-564.0k
Azora Capital LP Sold out -520,996-521.0k
KENNEDY CAPITAL MANAGEMENT LLC Reduced -167,647-167.6k
EJF Capital LP Reduced -98,839-98.8k
AMERICAN CENTURY COMPANIES INC Reduced -92,778-92.8k
Nuveen, LLC Reduced -64,294-64.3k
Curi Capital, LLC Reduced -64,234-64.2k
GOLDMAN SACHS GROUP INC Reduced -58,970-59.0k
MENDON CAPITAL ADVISORS CORP Reduced -54,290-54.3k
STATE STREET CORP Reduced -42,314-42.3k

Biggest calls

Biggest puts

Caption Management, LLC New $1.1m60.0k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
BlackRock, Inc. 13G · institution filed 2025-04-24 7.2% 2.8m≈ $70.3m 2025-04-24

Fell to 5% or below in the last year: VANGUARD CAPITAL MANAGEMENT LLC (5.0%, 2026-07-31), VANGUARD GROUP INC (0.0%, 2026-03-26)

Insider purchases and sales in Q2 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
202Q3 23: 0 buyingQ3 23: 1 sellingQ4 23: 0 buyingQ4 23: 1 sellingQ4 23Q1 24: 0 buyingQ1 24: 0 sellingQ2 24: 0 buyingQ2 24: 2 sellingQ2 24Q3 24: 0 buyingQ3 24: 0 sellingQ4 24: 0 buyingQ4 24: 0 sellingQ4 24Q1 25: 0 buyingQ1 25: 1 sellingQ2 25: 0 buyingQ2 25: 0 sellingQ2 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20230—1$3.2k—
Q4 20230—1$24.9k—
Q1 20240—0——
Q2 20240—2$380.3k—
Q3 20240—0——
Q4 20240—0——
Q1 20250—1$83.6k—
Q2 20250—0——

None reported in Q2 2025.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio Boston, MA 5,712,9495.7m $104.1m $104.1m 0.02% Added +122.1k +122,110
2 BlackRock, Inc. 0.00% of their portfolio New York, NY 2,888,1912.9m $52.7m $52.7m 0.00% Reduced -442 -442
3 PATRIOT FINANCIAL PARTNERS GP, LP 14.89% of their portfolio Radnor, PA 2,315,5892.3m $42.2m $42.2m 14.89% Unchanged
4 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 2,156,5662.2m $39.3m $39.3m 0.00% Added +31.7k +31,664
5 DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio AUSTIN, TX 1,310,5701.3m $23.9m $23.9m 0.01% Added +245.8k +245,755
6 MALTESE CAPITAL MANAGEMENT LLC 2.67% of their portfolio New York, NY 1,042,6041.0m $19.0m $19.0m 2.67% Unchanged
7 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 1,031,5291.0m $18.8m $18.8m 0.00% Reduced -42.3k -42,314
8 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 909,899909.9k $16.6m $16.6m 0.00% Reduced -59.0k -58,970
9 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 855,740855.7k $15.6m $15.6m 0.00% Added +2.9k +2,929
10 Allspring Global Investments Holdings, LLC 0.02% of their portfolio CHARLOTTE, NC 550,683550.7k $10.0m $10.0m 0.02% Added +16.9k +16,943
11 KENNEDY CAPITAL MANAGEMENT LLC 0.24% of their portfolio ST LOUIS, MO 549,299549.3k $10.0m $10.0m 0.24% Reduced -167.6k -167,647
12 Verition Fund Management LLC 0.05% of their portfolio GREENWICH, CT 494,498494.5k $9.0m $9.0m 0.05% Reduced -25.7k -25,722
13 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.03% of their portfolio Los Angeles, CA 475,560475.6k $8.7m $8.7m 0.03% Added +48.9k +48,900
14 ENDEAVOUR CAPITAL ADVISORS INC 2.46% of their portfolio GREENWICH, CT 391,671391.7k $7.1m $7.1m 2.46% Added +23.8k +23,827
15 MENDON CAPITAL ADVISORS CORP 2.83% of their portfolio KEY LARGO, FL 320,000320.0k $5.8m $5.8m 2.83% Reduced -54.3k -54,290
16 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 313,244313.2k $5.7m $5.7m 0.00% Reduced -21.5k -21,537
17 Curi Capital, LLC 0.10% of their portfolio CHICAGO, IL 300,056300.1k $5.5m $5.5m 0.10% Reduced -64.2k -64,234
18 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 298,878298.9k $5.4m $5.4m 0.00% Added +3.9k +3,917
19 PEREGRINE CAPITAL MANAGEMENT LLC 0.14% of their portfolio MINNEAPOLIS, MN 246,297246.3k $4.5m $4.5m 0.14% Added +21.0k +20,954
20 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 235,457235.5k $4.3m $4.3m 0.01% Added +49.3k +49,325
21 TWO SIGMA ADVISERS, LP 0.01% of their portfolio NEW YORK, NY 228,700228.7k $4.2m $4.2m 0.01% Added +106.3k +106,300
22 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 222,507222.5k $4.1m $4.1m 0.00% Added +137.4k +137,380
23 CSM Advisors, LLC 0.11% of their portfolio WARRENDALE, PA 213,755213.8k $3.9m $3.9m 0.11% New
24 PERRY CREEK CAPITAL LP 1.91% of their portfolio New York, NY 196,140196.1k $3.6m $3.6m 1.91% Unchanged
25 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 191,308191.3k $3.5m $3.5m 0.00% Reduced -92.8k -92,778
26 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 172,049172.0k $3.1m $3.1m 0.00% Added +56.7k +56,689
27 BANC FUNDS CO LLC 0.47% of their portfolio CHICAGO, IL 170,000170.0k $3.1m $3.1m 0.47% Added +5.0k +5,000
28 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 154,003154.0k $2.8m $2.8m 0.00% Added +500 +500
29 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 150,381150.4k $2.7m $2.7m 0.00% Added +2.2k +2,181
30 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 146,503146.5k $2.7m $2.7m 0.00% Added +4.8k +4,790
31 Trexquant Investment LP 0.03% of their portfolio STAMFORD, CT 138,874138.9k $2.5m $2.5m 0.03% Added +75.2k +75,213
32 JCSD Capital, LLC 4.80% of their portfolio Walnut Creek, CA 135,260135.3k $2.5m $2.5m 4.80% First filing
33 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.05% of their portfolio HOUSTON, TX 115,146115.1k $2.1m $2.1m 0.05% New
34 Rhino Investment Partners, Inc 0.54% of their portfolio WEST CONSHOHOCKEN, PA 108,697108.7k $2.0m $2.0m 0.54% Reduced -25.2k -25,172
35 TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.02% of their portfolio FRANKFORT, KY 106,224106.2k $1.9m $1.9m 0.02% Reduced -18.1k -18,148
36 Bridgewater Associates, LP 0.01% of their portfolio Westport, CT 95,73495.7k $1.7m $1.7m 0.01% New
37 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 94,56294.6k $1.7m $1.7m 0.00% Added +26.4k +26,399
38 Y-Intercept (Hong Kong) Ltd 0.04% of their portfolio HONG KONG, K3 87,72687.7k $1.6m $1.6m 0.04% New
39 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 87,33087.3k $1.6m $1.6m 0.00% Added +17.5k +17,527
40 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 85,41285.4k $1.6m $1.6m 0.00% Reduced -6.6k -6,553
41 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 82,10782.1k $1.5m $1.5m 0.00% Reduced -16.7k -16,742
42 UBS Group AG 0.00% of their portfolio ZURICH, V8 81,46781.5k $1.5m $1.5m 0.00% Reduced -7.1k -7,115
43 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 76,06376.1k $1.4m $1.4m 0.00% Added +29.3k +29,332
44 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 73,11773.1k $1.3m $1.3m 0.00% Reduced -64.3k -64,294
45 JACOBS LEVY EQUITY MANAGEMENT, INC 0.01% of their portfolio FLORHAM PARK, NJ 72,69072.7k $1.3m $1.3m 0.01% Reduced -19.3k -19,266
46 Swiss National Bank 0.00% of their portfolio ZURICH, V8 63,23763.2k $1.2m $1.2m 0.00% Reduced -3.6k -3,600
47 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 59,80459.8k $1.1m $1.1m 0.00% Reduced -1.1k -1,107
48 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 56,73656.7k $1.0m $1.0m 0.00% Reduced -152 -152
49 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 53,76653.8k $980.2k $980.2k 0.00% Added +1.6k +1,622
50 Fourthstone LLC 0.19% of their portfolio ST LOUIS, MO 52,60052.6k $958.9k $958.9k 0.19% New
51 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 51,13751.1k $932.2k $932.2k 0.00% Reduced -10.3k -10,291
52 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 49,16849.2k $896.3k $896.3k 0.00% Added +26.6k +26,574
53 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 47,47847.5k $865.5k $865.5k 0.00% Reduced -1.9k -1,883
54 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 38,62838.6k $704.2k $704.2k 0.00% Reduced -23.8k -23,791
55 Allianz Asset Management GmbH 0.00% of their portfolio MUNICH, 2M 38,09738.1k $694.5k $694.5k 0.00% New
56 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 37,97438.0k $692.3k $692.3k 0.00% Reduced -8.3k -8,294
57 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 35,82635.8k $652.0k $652.0k 0.00% Added +26.9k +26,929
58 Legal & General Group Plc 0.00% of their portfolio London, X0 35,81935.8k $653.0k $653.0k 0.00% Added +617 +617
59 SummerHaven Investment Management, LLC 0.42% of their portfolio STAMFORD, CT 35,03535.0k $638.7k $638.7k 0.42% Added +755 +755
60 Jump Financial, LLC 0.01% of their portfolio Chicago, IL 34,30034.3k $625.3k $625.3k 0.01% Added +17.3k +17,331
61 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 32,44932.4k $591.5k $591.5k 0.00% Reduced -8.1k -8,112
62 Dynamic Technology Lab Private Ltd 0.08% of their portfolio SINGAPORE, U0 32,41232.4k $591.0k $591.0k 0.08% Added +3.6k +3,556
63 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 31,87831.9k $581.1k $581.1k 0.00% Unchanged
64 Rafferty Asset Management, LLC 0.00% of their portfolio New York, NY 31,59931.6k $576.0k $576.0k 0.00% Reduced -391 -391
65 Numerai GP LLC 0.08% of their portfolio SAN FRANCISCO, CA 30,46930.5k $555.5k $555.5k 0.08% New
66 STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio MADISON, WI 27,65427.7k $504.1k $504.1k 0.00% Added +12.5k +12,461
67 Cubist Systematic Strategies, LLC 0.01% of their portfolio STAMFORD, CT 27,38027.4k $499.1k $499.1k 0.01% Reduced -11.2k -11,245
68 Balyasny Asset Management L.P. 0.00% of their portfolio Chicago, IL 25,41125.4k $463.2k $463.2k 0.00% New
69 EJF Capital LP 0.36% of their portfolio Arlington, VA 25,15825.2k $458.6k $458.6k 0.36% Reduced -98.8k -98,839
70 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 24,71924.7k $450.6k $450.6k 0.00% New
71 Engineers Gate Manager LP 0.01% of their portfolio NEW YORK, NY 22,83522.8k $416.3k $416.3k 0.01% Reduced -4.0k -3,987
72 Tidal Investments LLC 0.00% of their portfolio Milwaukee, WI 22,08822.1k $402.7k $402.7k 0.00% Reduced -2.3k -2,292
73 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 21,95922.0k $400.3k $400.3k 0.00% Reduced -267 -267
74 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 20,36020.4k $371.2k $371.2k 0.00% Reduced -1.6k -1,629
75 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 19,90219.9k $362.8k $362.8k 0.00% New
76 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 19,41619.4k $354.0k $354.0k 0.00% Reduced -4.8k -4,834
77 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 18,72218.7k $342.0k $342.0k 0.00% Added +2.7k +2,659
78 Quantbot Technologies LP 0.01% of their portfolio NEW YORK, NY 17,72417.7k $323.1k $323.1k 0.01% Added +11.7k +11,720
79 TUDOR INVESTMENT CORP ET AL 0.00% of their portfolio STAMFORD, CT 17,65817.7k $321.9k $321.9k 0.00% New
80 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 15,09515.1k $275.2k $275.2k 0.00% New
81 INTECH INVESTMENT MANAGEMENT LLC 0.00% of their portfolio WEST PALM BEACH, FL 14,95915.0k $272.7k $272.7k 0.00% Reduced -3.9k -3,904
82 INSIGNEO ADVISORY SERVICES, LLC 0.02% of their portfolio MIAMI, FL 14,58314.6k $265.8k $265.8k 0.02% Unchanged
83 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 14,25114.3k $259.8k $259.8k 0.00% Added +201 +201
84 Walleye Capital LLC 0.00% of their portfolio NEW YORK, NY 11,81211.8k $215.3k $215.3k 0.00% New
85 Graham Capital Management, L.P. 0.01% of their portfolio ROWAYTON, CT 11,51411.5k $209.9k $209.9k 0.01% Reduced -1.7k -1,738
86 JANUS HENDERSON GROUP PLC 0.00% of their portfolio LONDON, X0 10,73710.7k $195.4k $195.4k 0.00% Unchanged
87 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 10,61810.6k $193.6k $193.6k 0.00% Unchanged
88 VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio ATLANTA, GA 10,44510.4k $190.4k $190.4k 0.00% New
89 Angel Oak Capital Advisors, LLC 0.26% of their portfolio ATLANTA, GA 10,00010.0k $182.3k $182.3k 0.26% Unchanged
90 Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio ZURICH, V8 9,0179.0k $164.4k $164.4k 0.00% Unchanged
91 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 8,2648.3k $150.7k $150.7k 0.00% Unchanged
92 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio COLUMBUS, OH 7,7967.8k $142.1k $142.1k 0.00% Reduced -3.0k -3,050
93 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 7,0557.1k $128.6k $128.6k 0.00% New
94 KLP KAPITALFORVALTNING AS 0.00% of their portfolio OSLO, Q8 6,6006.6k $120.3k $120.3k 0.00% Unchanged
95 SG Americas Securities, LLC 0.00% of their portfolio NEW YORK, NY 5,9465.9k $108.0k $108.0k 0.00% Reduced -16.6k -16,578
96 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 4,9865.0k $90.9k $90.9k 0.00% Added +526 +526
97 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 4,6574.7k $84.9k $84.9k 0.00% Reduced -20.9k -20,917
98 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 3,8743.9k $70.6k $70.6k 0.00% Unchanged
99 Caption Management, LLC 0.01% of their portfolio OKLAHOMA CITY, OK 3,8523.9k $70.2k $70.2k 0.01% New
100 CANADA LIFE ASSURANCE Co 0.00% of their portfolio WINNIPEG, A2 3,2283.2k $59.0k $59.0k 0.00% Unchanged