Stilwell Value LLC

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Stilwell Value LLC ✚
CRD #	160697
SEC #	801-73419
CIK #	0001397076
AUM	$274.9 M (2025-03-28)
Employees	10 (20% Investors, 0% Brokers)
Phone	212-269-2005
Address	111 Broadway New York, NY 10006
Source	[IAPD] [EDGAR]

Total AUM ($M) Copy

CIK	Period
0001397076	2025-06-30 2025-03-31 2024-12-31 2024-09-30 2024-06-30 2024-03-31 2023-12-31 2023-09-30 2023-06-30 2023-03-31 2022-12-31 2022-09-30 2022-06-30 2022-03-31 2021-12-31 2021-09-30 2021-06-30 2021-03-31 2020-12-31 2020-09-30 2020-06-30 2020-03-31 2019-12-31 2019-09-30 2019-06-30 2019-03-31 2018-12-31 2018-09-30 2018-06-30 2018-03-31 2017-12-31 2017-09-30 2017-06-30 2017-03-31 2016-12-31 2016-09-30 2016-06-30 2016-03-31 2015-12-31 2015-09-30 2015-06-30 2015-03-31 2014-12-31 2014-09-30 2014-06-30 2014-03-31 2013-12-31 2013-09-30 2013-06-30 2013-03-31 2012-12-31

CIK

Period

0001397076

Sector	Form 13F Holdings	Value ($M)
	Kingsway Financial Services Inc	75.0
	Wheeler Real Estate Investment Trust Inc	71.3
	Sound Financial Bancorp Inc	18.9
	IF Bancorp Inc	7.1
	Central Plains Bancshares Inc	5.5
	Wheeler Real Estate Investment Trust Inc	3.3
	FS Bancorp Inc	3.1
	Northeast Community Bancorp Inc/Md/	2.6
	Provident Bancorp Inc /MD/	2.2
	BV Financial Inc	1.5
	NB Bancorp Inc	1.4
	First Savings Financial Group Inc	1.3
	Home Federal Bancorp Inc of Louisiana	1.1
	Fifth District Bancorp Inc	1.0
	Catalyst Bancorp Inc	1.0
	Magyar Bancorp Inc	0.7
	SR Bancorp Inc	0.5
	PB Bankshares Inc	0.5
	Richmond Mutual Bancorporation Inc	0.4
	ECB Bancorp Inc /MD/	0.3
	Ponce Financial Group Inc	0.3
	FB Bancorp Inc /MD/	0.2
	Winchester Bancorp Inc/Md/	0.2
	Marathon Bancorp Inc /MD/	0.2
	CFSB Bancorp Inc /MA/	0.1
	Principal Financial Group Inc	0.0
	MetLife Inc	0.0




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Type	Form D Funds	Date	Sold ($M)	AUM ($M)
HF	Stilwell Activist Investments LP	[2013-04-11]	111.1	161.0
HF	Stilwell Activist Fund LP	[2013-03-20]	20.1	26.5
HF	Stilwell Associates LP	[2012-02-13]	39.0	14.4
HF	Stilwell Financial Fund LP	2012-02-13		0.0
HF	Stilwell Partners LP	[2012-02-13]	45.0	42.3
HF	Stilwell Value Partners III LP	[2012-02-13]	22.2	0.0
HF	Stilwell Value Partners II LP	[2012-02-13]	12.9	0.0
HF	Stilwell Value Partners I LP	2012-02-13		0.0
HF	Stilwell Value Partners IV LP	[2012-02-13]	16.8	0.0
HF	Stilwell Value Partners VII LP	[2012-02-13]	10.0	30.7
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	274.9
(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	274.9
By Discretionary
Discretionary	5	274.9
Non-Discretionary	0	0.0
Total	5	274.9
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		274.9
Total	5	274.9

Form D Directors	# Filings	# Firms	2011 - 2025
Joseph Stilwell	12
Megan Parisi	5
Corissa Briglia	5
Nina Nikpour	5

EDGAR Form	CIK	2011 - 2025
13F-HR	[0001397076]
13F-NT	[0001397076]
3	[0001397076]
4	[0001397076]

Form 3/4/5 Subject	2011 - 2025
Kingsway Financial Services Inc
Stilwell Value Partners VII, L.P.
Stilwell Associates L P
Stilwell Joseph
Stilwell Value LLC
Stilwell Activist Investments, L.P.
Stilwell Activist Fund, L.P.
Wheeler Real Estate Investment Trust, Inc.
Peoples Financial Corp /MS/
Stilwell Partners L P
View All

Comparable Firms	State	AUM ($B)
Mercator Management USA LP ✚	NJ	0.3
Advantage Advisers Management LLC ✚	NY	0.3
Worldly Partners Management LLC ✚	MA	0.3
Parsow Management LLC ✚		0.3
Rithm Capital Advisors LLC ✚	NY	0.3
Art Advisors LLC ✚	NY	0.3
Sellaronda Global Management LP ✚	NY	0.3
TLS Advisors LLC ✚	FL	0.3
Twin Securities Inc ✚	NY	0.3
Kaizen Capital Partners Limited ✚		0.3

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Stilwell Value LLC

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