Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

Primis Financial Corp.

CIK 0001325670FRST· quarter ending 2026-06-30

Shares outstanding

24,799,072

as of 2026-07-31 · 10-Q cover page, filed 2026-08-07

Held by 13F filers

22,002,916

88.7% of shares outstanding

Holders

145

+10 vs 2026-03-31 · 24 new, 14 exited

Value

$356.5M

shares +9.7% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-07, as of 2026-07-31)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	FRST · NASDAQ	24,799,072	22,002,916	88.7%	145	74167B109

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	74167B109	COM	145	22,002,916	24,799,072	88.7%	$356.5M	—	13DG	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings.

Top holders (145 of 145 · 74167B109)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BlackRock, Inc.	2,461,114	9.92%	$40.3M	+422,550 (+20.7%)
2	North Reef Capital Management LP	1,226,283	4.94%	$20.1M	+91,002 (+8.0%)
3	Patriot Financial Partners GP II, L.P.	1,217,531	4.91%	$19.9M	—
4	ALLIANCEBERNSTEIN L.P.	1,196,270	4.82%	$15.9M	+3,420 (+0.3%)
5	DIMENSIONAL FUND ADVISORS LP	1,064,320	4.29%	$17.4M	-121,473 (-10.2%)
6	VANGUARD CAPITAL MANAGEMENT LLC	985,372	3.97%	$16.1M	-2,415 (-0.2%)
7	MENDON CAPITAL ADVISORS CORP	929,735	3.75%	$15.2M	-294,808 (-24.1%)
8	TWO SIGMA INVESTMENTS, LP	923,711	3.72%	$15.1M	+505,335 (+120.8%)
9	MALTESE CAPITAL MANAGEMENT LLC	897,100	3.62%	$14.7M	-47,900 (-5.1%)
10	BANC FUNDS CO LLC	872,961	3.52%	$14.3M	—
11	Curi Capital, LLC	801,797	3.23%	$13.1M	-202,491 (-20.2%)
12	GEODE CAPITAL MANAGEMENT, LLC	536,724	2.16%	$8.8M	+38,397 (+7.7%)
13	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	527,939	2.13%	$8.6M	+356,630 (+208.2%)
14	SALZHAUER MICHAEL	471,795	1.90%	$7.7M	-218,126 (-31.6%)
15	STATE STREET CORP	430,454	1.74%	$7.0M	+10,276 (+2.4%)
16	CSM Advisors, LLC	364,425	1.47%	$6.0M	-400 (-0.1%)
17	PRUDENTIAL FINANCIAL INC	346,145	1.40%	$5.7M	+180,500 (+109.0%)
18	Qube Research & Technologies Ltd	312,943	1.26%	$5.1M	+120,535 (+62.6%)
19	Connor, Clark & Lunn Investment Management Ltd.	283,551	1.14%	$4.6M	+123,115 (+76.7%)
20	CORBYN INVESTMENT MANAGEMENT INC/MD	270,282	1.09%	$4.4M	—
21	PL Capital Advisors, LLC	237,241	0.96%	$3.9M	—
22	Nuveen, LLC	235,374	0.95%	$3.9M	+80,149 (+51.6%)
23	Petiole USA ltd	230,222	0.93%	$3.8M	—
24	EJF Capital LP	228,204	0.92%	$3.7M	+38,700 (+20.4%)
25	RENAISSANCE TECHNOLOGIES LLC	223,070	0.90%	$3.7M	-47,100 (-17.4%)
26	AQR CAPITAL MANAGEMENT LLC	217,841	0.88%	$3.6M	+109,703 (+101.4%)
27	ALGERT GLOBAL LLC	211,466	0.85%	$3.5M	NEW
28	FRANKLIN RESOURCES INC	200,271	0.81%	$3.3M	NEW
29	GOLDMAN SACHS GROUP INC	192,243	0.78%	$3.1M	+87,446 (+83.4%)
30	Trexquant Investment LP	185,481	0.75%	$3.0M	+107,422 (+137.6%)
31	NORTHERN TRUST CORP	174,182	0.70%	$2.9M	+17,375 (+11.1%)
32	MORGAN STANLEY	170,097	0.69%	$2.8M	+5,781 (+3.5%)
33	FIRST MANHATTAN CO. LLC.	166,901	0.67%	$2.7M	—
34	AMERICAN CENTURY COMPANIES INC	160,773	0.65%	$2.6M	+104,201 (+184.2%)
35	KENNEDY CAPITAL MANAGEMENT LLC	153,825	0.62%	$2.5M	-3,028 (-1.9%)
36	VANGUARD PORTFOLIO MANAGEMENT LLC	150,256	0.61%	$2.5M	+28,889 (+23.8%)
37	BRIDGEWAY CAPITAL MANAGEMENT, LLC	148,507	0.60%	$2.4M	+13,443 (+10.0%)
38	MARSHALL WACE, LLP	145,343	0.59%	$2.4M	+116,099 (+397.0%)
39	VANGUARD FIDUCIARY TRUST CO	142,621	0.58%	$2.3M	+12,257 (+9.4%)
40	Bank of New York Mellon Corp	138,086	0.56%	$2.3M	+10,853 (+8.5%)
41	SEGALL BRYANT & HAMILL, LLC	131,475	0.53%	$2.2M	+33,395 (+34.0%)
42	Integrated Quantitative Investments LLC	89,505	0.36%	$1.5M	NEW
43	STATE OF WISCONSIN INVESTMENT BOARD	85,114	0.34%	$1.4M	+50,651 (+147.0%)
44	Numerai GP LLC	83,443	0.34%	$1.4M	+43,960 (+111.3%)
45	VICTORY CAPITAL MANAGEMENT INC	81,150	0.33%	$1.3M	+950 (+1.2%)
46	GSA CAPITAL PARTNERS LLP	77,480	0.31%	$1.3M	-5,193 (-6.3%)
47	LAZARD ASSET MANAGEMENT LLC	70,946	0.29%	$1.2M	NEW
48	Pinnacle Holdings, LLC	68,048	0.27%	$1.1M	-168 (-0.2%)
49	PRICE T ROWE ASSOCIATES INC /MD/	66,100	0.27%	$1.1M	+14,194 (+27.3%)
50	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	64,385	0.26%	$1.1M	+7,831 (+13.8%)
51	Quantinno Capital Management LP	63,122	0.25%	$1.0M	+12,759 (+25.3%)
52	Schonfeld Strategic Advisors LLC	63,046	0.25%	$1.0M	NEW
53	ELCO Management Co., LLC	54,735	0.22%	$896K	-17,596 (-24.3%)
54	Legato Capital Management LLC	53,293	0.21%	$872K	NEW
55	Man Group plc	52,062	0.21%	$852K	+39,305 (+308.1%)
56	JACOBS LEVY EQUITY MANAGEMENT, INC	50,936	0.21%	$834K	+10,847 (+27.1%)
57	Magnetar Financial LLC	50,864	0.21%	$833K	NEW
58	Empowered Funds, LLC	50,350	0.20%	$824K	+3,443 (+7.3%)
59	Creative Planning	44,822	0.18%	$734K	+31,828 (+244.9%)
60	MILLENNIUM MANAGEMENT LLC	44,690	0.18%	$732K	-11,248 (-20.1%)
61	STRS OHIO	43,300	0.17%	$709K	-700 (-1.6%)
62	LOS ANGELES CAPITAL MANAGEMENT LLC	38,495	0.16%	$630K	-4,970 (-11.4%)
63	CITADEL ADVISORS LLC	38,307	0.15%	$627K	NEW
64	UBS Group AG	36,665	0.15%	$600K	+14,372 (+64.5%)
65	JPMORGAN CHASE & CO	30,934	0.12%	$512K	+14,283 (+85.8%)
66	Squarepoint Ops LLC	30,239	0.12%	$495K	-817 (-2.6%)
67	Point72 Asset Management, L.P.	30,226	0.12%	$495K	-43,349 (-58.9%)
68	RHUMBLINE ADVISERS	30,200	0.12%	$494K	-497 (-1.6%)
69	Invesco Ltd.	29,828	0.12%	$488K	+7,781 (+35.3%)
70	Hillsdale Investment Management Inc.	27,100	0.11%	$444K	+2,000 (+8.0%)
71	BANK OF AMERICA CORP /DE/	26,943	0.11%	$441K	+7,070 (+35.6%)
72	ROYAL BANK OF CANADA	24,900	0.10%	$408K	+23,445 (+1611.3%)
73	Cambridge Investment Research Advisors, Inc.	24,544	0.10%	$402K	+9,151 (+59.4%)
74	Russell Investments Group, Ltd.	24,341	0.10%	$398K	+21,660 (+807.9%)
75	DEUTSCHE BANK AG\	21,757	0.09%	$356K	+15,244 (+234.1%)
76	WELLS FARGO & COMPANY/MN	21,153	0.09%	$346K	+13,214 (+166.4%)
77	IEQ CAPITAL, LLC	21,095	0.09%	$345K	+259 (+1.2%)
78	AMERIPRISE FINANCIAL INC	19,913	0.08%	$326K	+8,434 (+73.5%)
79	XTX Topco Ltd	18,151	0.07%	$297K	-4,484 (-19.8%)
80	SUSQUEHANNA INTERNATIONAL GROUP, LLP	17,820	0.07%	$292K	+6,350 (+55.4%)
81	CARY STREET PARTNERS FINANCIAL LLC	17,650	0.07%	$289K	—
82	StoneX Group Inc.	17,048	0.07%	$266K	NEW
83	Balyasny Asset Management L.P.	16,669	0.07%	$273K	NEW
84	Teton Advisors, LLC	15,000	0.06%	$246K	—
85	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	13,780	0.06%	$226K	—
86	Janney Montgomery Scott LLC	13,481	0.05%	$221K	—
87	MERCER GLOBAL ADVISORS INC /ADV	13,293	0.05%	$218K	NEW
88	Daytona Street Capital LLC	12,716	0.05%	$200K	+11,450 (+904.4%)
89	MetLife Investment Management, LLC	12,368	0.05%	$202K	+384 (+3.2%)
90	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	10,933	0.04%	$179K	+4,200 (+62.4%)
91	Jump Financial, LLC	10,900	0.04%	$178K	-3,000 (-21.6%)
92	CITIGROUP INC	10,688	0.04%	$175K	+9,273 (+655.3%)
93	BNP PARIBAS FINANCIAL MARKETS	10,437	0.04%	$171K	+3,594 (+52.5%)
94	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	10,172	0.04%	$167K	+177 (+1.8%)
95	Anchor Investment Management, LLC	10,000	0.04%	$164K	—
96	Vanguard Global Advisers, LLC	8,915	0.04%	$146K	—
97	NEW YORK STATE COMMON RETIREMENT FUND	8,531	0.03%	$140K	+6,400 (+300.3%)
98	Rockefeller Capital Management L.P.	7,929	0.03%	$130K	+16 (+0.2%)
99	Commonwealth Retirement Investments LLC	5,914	0.02%	$97K	NEW
100	Police & Firemen's Retirement System of New Jersey	5,713	0.02%	$94K	—
101	FIDUCIARY FINANCIAL ADVISORS	5,500	0.02%	$90K	NEW
102	Tower Research Capital LLC (TRC)	4,029	0.02%	$66K	+1,918 (+90.9%)
103	PNC Financial Services Group, Inc.	3,798	0.02%	$62K	-2,423 (-38.9%)
104	Federation des caisses Desjardins du Quebec	3,572	0.01%	$58K	+2,496 (+232.0%)
105	BARCLAYS PLC	3,104	0.01%	$51K	-1,079 (-25.8%)
106	FMR LLC	2,566	0.01%	$42K	+133 (+5.5%)
107	Legal & General Group Plc	2,220	0.01%	$36K	+317 (+16.7%)
108	Arax Advisory Partners	1,694	0.01%	$28K	+1,624 (+2320.0%)
109	Ameritas Investment Partners, Inc.	1,573	0.01%	$26K	—
110	Versant Capital Management, Inc	1,093	0.00%	$18K	—
111	GAMMA Investing LLC	795	0.00%	$13K	—
112	Covestor Ltd	726	0.00%	$12K	NEW
113	NISA INVESTMENT ADVISORS, LLC	698	0.00%	$11K	—
114	TOTH FINANCIAL ADVISORY CORP	678	0.00%	$11K	—
115	Allworth Financial LP	649	0.00%	$11K	+407 (+168.2%)
116	Towne Trust Company, N.A	583	0.00%	$10K	—
117	FIRST HORIZON CORP	510	0.00%	$8K	NEW
118	JONES FINANCIAL COMPANIES LLLP	427	0.00%	$7K	+10 (+2.4%)
119	Global Retirement Partners, LLC	339	0.00%	$6K	NEW
120	Sterling Capital Management LLC	299	0.00%	$5K	-396 (-57.0%)
121	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	295	0.00%	$5K	-842 (-74.1%)
122	EverSource Wealth Advisors, LLC	219	0.00%	$4K	-151 (-40.8%)
123	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	216	0.00%	$4K	—
124	ROTHSCHILD INVESTMENT LLC	187	0.00%	$3K	+109 (+139.7%)
125	Main Street Group, LTD	145	0.00%	$2K	+1 (+0.7%)
126	Essential Partners LLC	123	0.00%	$2K	-271 (-68.8%)
127	IFP Advisors, Inc	118	0.00%	$2K	+90 (+321.4%)
128	Optiver Holding B.V.	110	0.00%	$2K	-104 (-48.6%)
129	SIMPLEX TRADING, LLC	99	0.00%	$2K	NEW
130	Farther Finance Advisors, LLC	65	0.00%	$1K	-53 (-44.9%)
131	MassMutual Private Wealth & Trust, FSB	65	0.00%	$1K	—
132	RAFFA WEALTH MANAGEMENT, LLC	63	0.00%	$1K	—
133	SIGNATUREFD, LLC	59	0.00%	$966	NEW
134	Parkside Financial Bank & Trust	55	0.00%	$901	—
135	Basecamp Wealth Advisors LLC	45	0.00%	$737	+22 (+95.7%)
136	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	39	0.00%	$638	NEW
137	True Wealth Design, LLC	25	0.00%	$410	-9 (-26.5%)
138	Physician Wealth Advisors, Inc.	23	0.00%	$377	NEW
139	Fortitude Family Office, LLC	17	0.00%	$278	NEW
140	Clearstead Advisors, LLC	10	0.00%	$164	NEW
141	Caitong International Asset Management Co., Ltd	5	0.00%	$82	NEW
142	SJS Investment Consulting Inc.	3	0.00%	$50	NEW
143	SBI Securities Co., Ltd.	3	0.00%	$49	+1 (+50.0%)
144	JPL Wealth Management, LLC	2	0.00%	$33	+1 (+100.0%)
145	Torren Management, LLC	2	0.00%	$37	—

Exited since 2026-03-31 (14 filers; largest 14 shown)

Fourthstone LLC	−731,358
JANE STREET GROUP, LLC	−49,532
OUTFITTERS FINANCIAL LLC	−35,950
OCCUDO QUANTITATIVE STRATEGIES LP	−19,026
Semanteon Capital Management, LP	−12,877
STIFEL FINANCIAL CORP	−12,677
CWM, LLC	−7,985
ACADIAN ASSET MANAGEMENT LLC	−3,499
MAI Capital Management	−535
FIFTH THIRD BANCORP	−510
Keating Financial Advisory Services, Inc.	−149
Whipplewood Advisors, LLC	−46
Root Financial Partners, LLC	−20
Sunbelt Securities, Inc.	−8

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
Castle Creek Capital Partners VII, LP	SCHEDULE 13D/A	2026-04-21	2026-04-17	1,076,499	4.4%
Castle Creek Capital VII LLC	SCHEDULE 13D/A	2026-04-21	2026-04-17	1,076,499	4.4%
Banc Fund IX L.P.	SCHEDULE 13G/A	2026-02-17	2025-12-31	0	0%
BANC FUNDS CO LLC	SCHEDULE 13G/A	2026-02-17	2025-12-31	0	0%
Banc Fund X L.P.	SCHEDULE 13G/A	2026-02-17	2025-12-31	788,761	3.2%
TBFC Financial Technologies Fund L.P.	SCHEDULE 13G/A	2026-02-17	2025-12-31	0	0%
James F. Deutsch	SCHEDULE 13D/A	2025-09-25	2025-09-23	1,217,531	4.94%
Patriot Financial Partners GP III, LLC	SCHEDULE 13D/A	2025-09-25	2025-09-23	1,217,531	4.94%
Patriot Financial Partners GP III, L.P.	SCHEDULE 13D/A	2025-09-25	2025-09-23	1,217,531	4.94%
Patriot Financial Partners III, L.P.	SCHEDULE 13D/A	2025-09-25	2025-09-23	1,217,531	4.94%
W. Kirk Wycoff	SCHEDULE 13D/A	2025-09-25	2025-09-23	1,217,531	4.94%
James J. Lynch	SCHEDULE 13D	2025-08-19	2025-08-12	1,317,531	5.35%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.