First Interstate BancSystem, Inc.
US ˙ NasdaqGS ˙ US32055Y2019

SecurityFIBK / First Interstate BancSystem, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership5,416,568 shares
Ownership 5.20%
Dimensional Fund Advisors Lp ownership in FIBK / First Interstate BancSystem, Inc.

2025-07-15 - Dimensional Fund Advisors Lp has filed an SCHEDULE 13G form with the Securities and Exchange Commission (SEC) disclosing ownership of 5,416,568 shares of First Interstate BancSystem, Inc. (US:FIBK). This represents 5.2 percent ownership of the company. In their previous filing dated 2019-02-08 , Dimensional Fund Advisors Lp had reported owning 1,818,699 shares, indicating an increase of 197.83 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2025-07-15 2025-07-15 13G 1,818,699 5,416,568 197.83 5.20 9.01
2019-02-08 2019-02-08 13G/A 2,379,533 1,818,699 -23.57 4.77 -33.10
2018-02-09 2018-02-09 13G/A 1,683,753 2,379,533 41.32 7.13 -9.17
2017-02-09 2017-02-09 13G/A 1,403,091 1,683,753 20.00 7.85 20.77
2016-02-09 2016-02-09 13G/A 1,403,091 6.50
2015-02-05 2015-02-05 13G 1,107,678 5.09

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F FIRST INTST BANCSYSTEM COM 32055Y201 5,630,789 231,405 4.29 188,066 0.67 0.0084
2026-02-12 2025-12-31 13F FIRST INTST BANCSYSTEM COM 32055Y201 5,399,384 -96,019 -1.75 186,823 6.67 0.0392
2025-11-12 2025-09-30 13F FIRST INTST BANCSYSTEM COM 32055Y201 5,495,403 78,835 1.46 175,140 12.20 0.0376
2025-08-12 2025-06-30 13F FIRST INTST BANCSYSTEM COM 32055Y201 5,416,568 206,897 3.97 156,104 4.59 0.0361
2025-05-13 2025-03-31 13F FIRST INTST BANCSYSTEM COM 32055Y201 5,209,671 163,930 3.25 149,254 -8.90 0.0371
2025-02-13 2024-12-31 13F FIRST INTST BANCSYSTEM COM 32055Y201 5,045,741 138,050 2.81 163,836 8.81 0.0393
2024-11-07 2024-09-30 13F FIRST INTST BANCSYSTEM COM 32055Y201 4,907,691 326,891 7.14 150,565 18.37 0.0365
2024-08-09 2024-06-30 13F FIRST INTST BANCSYSTEM COM 32055Y201 4,580,800 367,212 8.71 127,204 10.95 0.0332
2024-05-10 2024-03-31 13F FIRST INTST BANCSYSTEM COM 32055Y201 4,213,588 622,881 17.35 114,652 3.83 0.0310
2024-02-07 2023-12-31 13F FIRST INTST BANCSYSTEM COM 32055Y201 3,590,707 620,682 20.90 110,418 49.07 0.0322
2023-11-09 2023-09-30 13F FIRST INTST BANCSYSTEM COM 32055Y201 2,970,025 308,985 11.61 74,071 16.75 0.0243
2023-08-09 2023-06-30 13F FIRST INTST BANCSYSTEM COM 32055Y201 2,661,040 -306,346 -10.32 63,442 -28.40 0.0202
2023-05-12 2023-03-31 13F FIRST INTST BANCSYSTEM COM CL A 32055Y201 2,967,386 318,338 12.02 88,607 86,768.63 0.0298
2023-02-09 2022-12-31 13F FIRST INTST BANCSYSTEM COM CL A 32055Y201 2,649,048 -162,827 -5.79 102 -99.91 0.0303
2022-11-10 2022-09-30 13F FIRST INTST BANCSYSTEM COM CL A 32055Y201 2,811,875 -145,174 -4.91 113,459 0.68 0.0436
2022-08-12 2022-06-30 13F FIRST INTST BANCSYSTEM COM CL A 32055Y201 2,957,049 -553,950 -15.78 112,692 -12.71 0.0404
2022-05-13 2022-03-31 13F FIRST INTST BANCSYSTEM COM 32055Y201 3,510,999 2,007,261 133.48 129,101 111.10 0.0398
2022-02-09 2021-12-31 13F FIRST INTST BANCSYSTEM COM 32055Y201 1,503,738 -43,073 -2.78 61,157 -1.79 0.0185
2021-11-12 2021-09-30 13F FIRST INTST BANCSYSTEM COM 32055Y201 1,546,811 -55,009 -3.43 62,274 -7.06 0.0201
2021-08-12 2021-06-30 13F FIRST INTST BANCSYSTEM COM 32055Y201 1,601,820 -28,207 -1.73 67,004 -10.88 0.0212
2021-05-14 2021-03-31 13F FIRST INTST BANCSYSTEM COM 32055Y201 1,630,027 -60,702 -3.59 75,186 9.07 0.0249
2021-03-08 2020-12-31 13F/A-2 FIRST INTST BANCSYSTEM COM 32055Y201 1,690,729 -15,117 -0.89 68,931 26.87 0.0249
2021-02-11 2020-12-31 13F FIRST INTST BANCSYSTEM COM 32055Y201 1,690,729 -15,117 68,931 24,894.2133
2020-11-12 2020-09-30 13F FIRST INTST BANCSYSTEM COM 32055Y201 1,705,846 28,344 1.69 54,331 4.62 0.0230
2020-08-13 2020-06-30 13F FIRST INTST BANCSYSTEM COM 32055Y201 1,677,502 21,672 1.31 51,934 8.76 0.0228
2020-05-14 2020-03-31 13F FIRST INTST BANCSYSTEM COM 32055Y201 1,655,830 -55,329 -3.23 47,751 -33.43 0.0249
2020-02-14 2019-12-31 13F FIRST INTST BANCSYSTEM COM 32055Y201 1,711,159 -48,716 -2.77 71,732 1.29 0.0261
2019-11-12 2019-09-30 13F FIRST INTST BANCSYSTEM COM 32055Y201 1,759,875 -6,393 -0.36 70,817 1.22 0.0275
2019-08-13 2019-06-30 13F FIRST INTST BANCSYSTEM COM 32055Y201 1,766,268 11,204 0.64 69,960 0.10 0.0272
2019-08-12 2019-03-31 13F/A-2 FIRST INTST BANCSYSTEM COM 32055Y201 1,755,064 -63,635 -3.50 69,887 5.11 0.0278
2019-05-10 2019-03-31 13F FIRST INTST BANCSYSTEM COM 32055Y201 1,755,064 -63,635 69,887
2019-02-26 2018-12-31 13F/A-1 FIRST INTST BANCSYSTEM COM 32055Y201 1,818,699 -211,263 -10.41 66,492 -26.89 0.0301
2019-02-13 2018-12-31 13F FIRST INTST BANCSYSTEM COM 32055Y201 1,818,699 -211,263 66,492
2018-11-13 2018-09-30 13F FIRST INTST BANCSYSTEM COM 32055Y201 2,029,962 -174,179 -7.90 90,942 -2.23 0.0346
2018-08-10 2018-06-30 13F FIRST INTST BANCSYSTEM COM 32055Y201 2,204,141 -102,065 -4.43 93,016 1.98 0.0371
2018-05-11 2018-03-31 13F FIRST INTST BANCSYSTEM COM 32055Y201 2,306,206 -73,327 -3.08 91,210 -4.29 0.0380
2018-02-12 2017-12-31 13F FIRST INTST BANCSYSTEM COM 32055Y201 2,379,533 69,715 3.02 95,302 7.87 0.0395
2017-11-13 2017-09-30 13F FIRST INTST BANCSYSTEM COM 32055Y201 2,309,818 111,928 5.09 88,349 8.06 0.0386
2017-08-11 2017-06-30 13F FIRST INTST BANCSYSTEM COM 32055Y201 2,197,890 463,695 26.74 81,762 18.91 0.0378
2017-05-12 2017-03-31 13F FIRST INTST BANCSYSTEM COM 32055Y201 1,734,195 50,442 3.00 68,762 -4.02 0.0329
2017-02-09 2016-12-31 13F FIRST INTST BANCSYSTEM COM 32055Y201 1,683,753 35,058 2.13 71,644 37.91 0.0358
2016-11-10 2016-09-30 13F FIRST INTST BANCSYSTEM COM 32055Y201 1,648,695 39,922 2.48 51,950 14.92 0.0281
2016-08-09 2016-06-30 13F FIRST INTST BANCSYSTEM COM 32055Y201 1,608,773 104,581 6.95 45,206 6.83 0.0260
2016-05-13 2016-03-31 13F FIRST INTST BANCSYSTEM COM 32055Y201 1,504,192 101,101 7.21 42,314 3.74 0.0253
2016-02-10 2015-12-31 13F FIRST INTST BANCSYSTEM COM 32055Y201 1,403,091 83,222 6.31 40,789 11.01 0.0254
2015-11-13 2015-09-30 13F FIRST INTST BANCSYSTEM COM 32055Y201 1,319,869 45,752 3.59 36,745 3.96 0.0241
2015-08-14 2015-06-30 13F FIRST INTST BANCSYSTEM COM 32055Y201 1,274,117 56,659 4.65 35,344 4.36 0.0216
2015-05-14 2015-03-31 13F FIRST INTST BANCSYSTEM COM 32055Y201 1,217,458 109,780 9.91 33,869 9.91 0.0214
2015-02-06 2014-12-31 13F FIRST INTST BANCSYSTEM COM 32055Y201 1,107,678 61,209 5.85 30,816 10.83 0.0202
2014-11-13 2014-09-30 13F FIRST INTST BANCSYSTEM COM 32055Y201 1,046,469 40,065 3.98 27,805 1.65 0.0197
2014-08-08 2014-06-30 13F FIRST INTST BANCSYSTEM COM 32055Y201 1,006,404 64,166 6.81 27,354 2.87 0.0190
2014-05-14 2014-03-31 13F FIRST INTST BANCSYSTEM COM 32055Y201 942,238 9,451 1.01 26,590 0.48 0.0199
2014-02-12 2013-12-31 13F FIRST INTST BANCSYSTEM COM 32055Y201 932,787 34,668 3.86 26,463 22.01 0.0206
2013-11-13 2013-09-30 13F FIRST INTST BANCSYSTEM COM 32055Y201 898,119 36,380 4.22 21,690 21.42 0.0188
2013-08-15 2013-06-30 13F FIRST INTST BANCSYSTEM COM 32055Y201 861,739 861,739 17,864 0.0168
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.