Latest Period
n/a
Security Snapshot
BM TECHNOLOGIES INC - Common (BMTX) Institutional Ownership
CUSIP: 05591L107
13F Institutional Holders and Ownership History from Q4 2020 to Q4 2025
Institutions Reporting
Shares (Excl. Options)
Price
$5.00
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- Type / Class
- Equity / Common
- Symbol
- BMTX
- Shares outstanding
- 13,083,714
- Price per share
- $5.00
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Key facts
- BMTX - BM TECHNOLOGIES INC - Common is tracked under CUSIP 05591L107.
- Latest finished 13F holder period is not available.
- 3 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 1 to 0 between Q3 2025 and Q4 2025.
- Reported value moved from $1,778 to $0.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Schedule 13D/G
Open SEC Evidence
Ownership context comes from Schedule 13D/G and available holder history for this CUSIP.
Security key
05591L107
Latest holder period
n/a
13F holders
13D/G owners
3
CIK / CUSIP context first
BMTX full holder history
BM Technologies, Inc. SEC filings
BM Technologies, Inc. company facts
BM Technologies, Inc. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 05591L107:
Significant Owners of BM TECHNOLOGIES INC - Common (BMTX) based on Schedule 13D/G filings
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| De Lisle Partners LLP | 9.5% | $5,724,260 | 1,144,852 | De Lisle Partners LLP | 25 Oct 2024 | |||
| LMR Partners LLP | 7.7% | $5,037,230 | 1,007,446 | LMR Partners LLP | 31 Dec 2024 | |||
| Pacific Ridge Capital Partners, LLC | 4.2% | $2,518,555 | 503,711 | Pacific Ridge Capital Partners, LLC | 31 Dec 2024 |
Institutional Holders of BM TECHNOLOGIES INC - Common (BMTX) across Reporting Periods
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 0 | $0 | -$1,778 | $5.00 | 0 |
| 2025 Q3 | 523 | $1,778 | +$1,778 | $3.40 | 1 |
| 2025 Q1 | 0 | $0 | -$26,841,706 | $5.00 | 0 |
| 2024 Q4 | 5,488,962 | $26,841,706 | +$14,482,170 | $4.89 | 45 |
| 2024 Q3 | 2,741,190 | $9,320,981 | -$512,570 | $3.40 | 42 |
| 2024 Q2 | 2,924,120 | $6,579,860 | +$493,852 | $2.25 | 45 |
| 2024 Q1 | 2,706,493 | $4,473,208 | -$171,852 | $1.65 | 39 |
| 2023 Q4 | 2,372,985 | $4,864,111 | +$457,748 | $2.05 | 44 |
| 2023 Q3 | 2,326,975 | $4,653,911 | -$1,412,725 | $2.00 | 47 |
| 2023 Q2 | 3,051,594 | $9,094,710 | -$108,147 | $2.98 | 49 |
| 2023 Q1 | 3,045,605 | $10,710,383 | -$2,175,252 | $3.52 | 44 |
| 2022 Q4 | 3,516,193 | $18,365,439 | -$1,894,243 | $5.21 | 46 |
| 2022 Q3 | 3,741,886 | $24,996,152 | -$2,822,464 | $6.69 | 52 |
| 2022 Q2 | 4,210,783 | $24,801,158 | -$3,360,936 | $5.89 | 52 |
| 2022 Q1 | 4,742,681 | $40,607,712 | +$1,229,329 | $8.55 | 52 |
| 2021 Q4 | 4,180,610 | $38,514,141 | -$5,232,706 | $9.21 | 65 |
| 2021 Q3 | 4,682,516 | $41,800,986 | +$4,068,765 | $8.90 | 71 |
| 2021 Q2 | 4,056,976 | $50,301,000 | +$2,003,243 | $12.44 | 78 |
| 2021 Q1 | 3,914,064 | $45,233,000 | +$44,945,815 | $11.65 | 80 |
| 2020 Q4 | 23,277 | $325,000 | +$325,000 | $13.98 | 3 |