Institutional Holders (2026 Q1)
359 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in GBCI. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Idaho Trust Co | 4.24% | 292,113 | $13.0M |
| 2 | DEPRINCE RACE & ZOLLO INC | 1.59% | 1,885,725 | $84.2M |
| 3 | Onyx Financial Advisors, LLC | 1.50% | 80,810 | $3.6M |
| 4 | COOKE & BIELER LP | 1.44% | 2,859,991 | $127.8M |
| 5 | DAVIDSON TRUST CO | 1.39% | 72,170 | $3.2M |
| 6 | HEARTLAND ADVISORS INC | 0.85% | 372,023 | $16.6M |
| 7 | Helium Advisors LLC | 0.74% | 17,420 | $778K |
| 8 | Madison Asset Management, LLC | 0.52% | 930,467 | $41.6M |
| 9 | SummerHaven Investment Management, LLC | 0.44% | 15,892 | $710K |
| 10 | PEREGRINE CAPITAL MANAGEMENT LLC | 0.41% | 246,358 | $11.0M |
| 11 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 0.33% | 743,170 | $33.2M |
| 12 | BEAM WEALTH ADVISORS, INC. | 0.33% | 29,860 | $1.3M |
| 13 | CULTIVAR CAPITAL, INC. | 0.32% | 11,247 | $502K |
| 14 | Soltis Investment Advisors LLC | 0.30% | 105,814 | $4.7M |
| 15 | Physician Wealth Advisors, Inc. | 0.27% | 44,091 | $2.0M |
| 16 | Carroll Advisory Group, LLC | 0.26% | 14,775 | $660K |
| 17 | Sanchez Gaunt Capital Management, LLC | 0.25% | 9,000 | $402K |
| 18 | Elevated Capital Advisors, LLC | 0.23% | 20,413 | $912K |
| 19 | OAK RIDGE INVESTMENTS LLC | 0.22% | 73,334 | $3.3M |
| 20 | Texas Bank & Trust Co | 0.21% | 12,700 | $567K |
| 21 | VISTA FINANCE, LLC | 0.19% | 5,355 | $239K |
| 22 | Silver Oak Advisory Group, Inc. | 0.17% | 8,858 | — |
| 23 | Quantum Financial Planning Services, Inc. | 0.16% | 10,231 | $457K |
| 24 | WASHINGTON TRUST BANK | 0.16% | 49,804 | $2.2M |
| 25 | BALDWIN WEALTH PARTNERS LLC/MA | 0.14% | 44,080 | $2.0M |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|