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| Stilwell Value LLC
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| CRD # | 160697 |
| SEC # | 801-73419 |
| CIK # | 0001397076 |
| AUM | 278.7 M (2026-03-27) |
| Employees | 11 (18% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 212-269-2005 |
| Address | 111 Broadway New York, NY 10006 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Wheeler Real Estate Investment Trust Inc | 70.8 | ||
| Sound Financial Bancorp Inc | 17.9 | ||
| Lake Shore Bancorp Inc /MD/ | 11.7 | ||
| Central Plains Bancshares Inc | 6.3 | ||
| Catalyst Bancorp Inc | 4.7 | ||
| FS Bancorp Inc | 2.8 | ||
| Northeast Community Bancorp Inc/Md/ | 2.6 | ||
| BV Financial Inc | 1.7 | ||
| Home Federal Bancorp Inc of Louisiana | 1.4 | ||
| NB Bancorp Inc | 1.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Stilwell Activist Investments LP | [2013-04-11] | 111.1 M | 170.2 M |
| Filed 2025-06-12 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Commission $712 · Net Assets Decline to Disclose | ||||
| HF | Stilwell Activist Fund LP | [2013-03-20] | 20.1 M | 26.8 M |
| Filed 2025-06-12 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Commission $187 · Net Assets Decline to Disclose | ||||
| HF | Stilwell Associates LP | [2012-02-13] | 39.0 M | 17.1 M |
| Filed 2025-06-12 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Stilwell Financial Fund LP | 2012-02-13 | ||
| HF | Stilwell Partners LP | [2012-02-13] | 45.0 M | 40.4 M |
| Filed 2025-06-12 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Commission $6,091 · Net Assets Decline to Disclose | ||||
| HF | Stilwell Value Partners III LP | [2012-02-13] | 22.2 M | |
| Filed 2013-02-22 (D) · Exemption 506, 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Stilwell Value Partners II LP | [2012-02-13] | 12.9 M | |
| Filed 2013-02-22 (D) · Exemption 506, 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Commission $27,560 · Net Assets Decline to Disclose | ||||
| HF | Stilwell Value Partners I LP | 2012-02-13 | ||
| HF | Stilwell Value Partners IV LP | [2012-02-13] | 16.8 M | |
| Filed 2013-02-22 (D) · Exemption 506, 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Stilwell Value Partners VII LP | [2012-02-13] | 10.0 M | 24.3 M |
| Filed 2025-06-12 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 5 | 278.7 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5 | 278.7 |
| By Discretionary | ||
| Discretionary | 5 | 278.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5 | 278.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 278.7 | |
| Total | 5 | 278.7 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Joseph Stilwell | Executive Officer | 12 | 2 | |
| Megan Parisi | Executive Officer | 5 | 1 | |
| Corissa Briglia | Executive Officer | 5 | 1 | |
| Nina Nikpour | Executive Officer | 5 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001397076] | |
| 13F-NT | [0001397076] | |
| 3 | [0001397076] | |
| 4 | [0001397076] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional |
| Fund Types | Hedge Fund |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Wheeler Real Estate Investment Trust Inc WHLR
Series B Convertible Preferred Stock · derivative
|
2026-03-18 | Sell | 12,530 | $6.96 | 87,209 |
|
Wheeler Real Estate Investment Trust Inc WHLR
Series B Convertible Preferred Stock · derivative
|
2026-03-18 | Sell | 13,470 | $6.96 | 93,751 |
|
Peoples Financial Corp /MS/ PFBX
Common Stock
|
2026-03-06 | Buy | 2,657 | $21.00 | 55,797 |
|
Peoples Financial Corp /MS/ PFBX
Common Stock
|
2026-02-18 | Buy | 594 | $21.25 | 12,622 |
|
Peoples Financial Corp /MS/ PFBX
Common Stock
|
2026-02-04 | Buy | 3,822 | $20.56 | 78,580 |
|
Peoples Financial Corp /MS/ PFBX
Common Stock
|
2026-02-03 | Buy | 32,700 | $20.50 | 670,350 |
|
Peoples Financial Corp /MS/ PFBX
Common Stock
|
2026-02-03 | Buy | 4,500 | $20.60 | 92,700 |
|
Peoples Financial Corp /MS/ PFBX
Common Stock
|
2026-01-29 | Buy | 292 | $20.73 | 6,053 |
|
Peoples Financial Corp /MS/ PFBX
Common Stock
|
2026-01-28 | Buy | 618 | $20.54 | 12,694 |
|
Peoples Financial Corp /MS/ PFBX
Common Stock
|
2026-01-23 | Buy | 1,840 | $20.50 | 37,720 |
|
Peoples Financial Corp /MS/ PFBX
Common Stock
|
2026-01-13 | Buy | 300 | $20.50 | 6,150 |
|
Peoples Financial Corp /MS/ PFBX
Common Stock
|
2026-01-09 | Buy | 500 | $20.50 | 10,250 |
|
Peoples Financial Corp /MS/ PFBX
Common Stock
|
2026-01-05 | Buy | 500 | $20.50 | 10,250 |
|
Peoples Financial Corp /MS/ PFBX
Common Stock
|
2026-01-02 | Buy | 1,652 | $20.50 | 33,866 |
|
Wheeler Real Estate Investment Trust Inc WHLR
Series D Cumulative Convertible Preferred Stock · derivative
|
2025-12-31 | Other | 3,138 | ||
|
Wheeler Real Estate Investment Trust Inc WHLR
Series D Cumulative Convertible Preferred Stock · derivative
|
2025-12-31 | Other | 929 | ||
|
Wheeler Real Estate Investment Trust Inc WHLR
Series D Cumulative Convertible Preferred Stock · derivative
|
2025-12-31 | Other | 4,217 | ||
|
Wheeler Real Estate Investment Trust Inc WHLR
Series D Cumulative Convertible Preferred Stock · derivative
|
2025-12-31 | Other | 28,885 | ||
|
Wheeler Real Estate Investment Trust Inc WHLR
Series D Cumulative Convertible Preferred Stock · derivative
|
2025-12-24 | Sell | 2,197 | $37.02 | 81,333 |
|
Wheeler Real Estate Investment Trust Inc WHLR
Series D Cumulative Convertible Preferred Stock · derivative
|
2025-12-24 | Sell | 11,209 | $37.02 | 414,957 |
| showing 20 of 200 most recent transactions | |||||
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✚
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Nucleo Capital LTDA
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|
Kintayl Capital LP
✚
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NY | 279.1 M |
|
Edenbrook Capital LLC
✚
|
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|
Johkim Capital Partners Management LLC
✚
|
TX | 277.0 M |
|
Viburnum Funds PTY Ltd
✚
|
276.4 M | |
|
Episteme Capital Partners UK LLP
✚
|
276.2 M | |
|
Sentinel Rock Realty Trust Inc
✚
|
CA | 273.5 M |