Stilwell Value LLC

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Stilwell Value LLC ✚
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) Copy

CIK	Period
0001397076	2026-03-31 2025-12-31 2025-09-30 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)
	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
	Fifth District Bancorp Inc	1.2
	Avidia Bancorp Inc	0.8
	Magyar Bancorp Inc	0.7
	Nantkwest Inc	0.6
	Proshares Trust II	0.5
	SR Bancorp Inc	0.3
	ECB Bancorp Inc /MD/	0.3
	Ponce Financial Group Inc	0.3
	FB Bancorp Inc /MD/	0.3
	Marathon Bancorp Inc /MD/	0.3
	Principal Financial Group Inc	0.0
	MetLife Inc	0.0









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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
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

Form 3/4/5 Subject	2011 - 2026
Stilwell Value LLC
Stilwell Value Partners VII LP
Stilwell Activist Investments LP
Stilwell Joseph
Stilwell Activist Fund LP
Peoples Financial Corp /MS/
Wheeler Real Estate Investment Trust Inc
Stilwell Associates L P
KINGSWAY Corp
Stilwell Partners L P
View All

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

Comparable Firms	State	AUM
West Horizon Capital LLC ✚	NJ	282.8 M
Plustick Management LLC ✚	VA	280.8 M
MINK Brook Asset Management LLC ✚		280.7 M
Nucleo Capital LTDA ✚		279.5 M
Kintayl Capital LP ✚	NY	279.1 M
Edenbrook Capital LLC ✚	NY	278.3 M
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

Stilwell Value LLC

Assets, Funds, Holdings