Columbia Financial, Inc.
CLBK- Exchange
- Nasdaq
- Industry
- Savings Institution, Federally Chartered
- SEC CIK
- 0002115119
In the last 90 days, Columbia Financial, Inc. insiders filed 17 open-market purchases and 0 sales; 122 institutions reported holding it in 13F filings for Q2 2026, worth $347.1M in total; no superinvestor holds it.
13F holders, Q4 2022
Institutional positions in Columbia Financial, Inc. as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 103
- −4 vs. Q3 2022
- Shares held
- 14.9M
- −85.0K (−0.6%) vs. Q3 2022
- Total value
- $321.9M
- +$5.47M (+1.7%) vs. Q3 2022
- New holders
- 8
- 32 more added
- Sold out
- 12
- 40 more reduced
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CLBK on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 122 | $347.1M |
| Q1 2026 | 125 | $233.1M |
| Q4 2025 | 128 | $202.9M |
| Q3 2025 | 130 | $202.1M |
| Q2 2025 | 122 | $195.8M |
| Q1 2025 | 121 | $201.9M |
| Q4 2024 | 112 | $210.7M |
| Q3 2024 | 103 | $221.8M |
| Q2 2024 | 100 | $193.1M |
| Q1 2024 | 94 | $225.3M |
| Q4 2023 | 90 | $257.3M |
| Q3 2023 | 87 | $208.2M |
| Q2 2023 | 94 | $242.3M |
| Q1 2023 | 101 | $271.5M |
| Q4 2022 | 103 | $321.9M |
| Q3 2022 | 107 | $316.4M |
| Q2 2022 | 107 | $337.8M |
| Q1 2022 | 105 | $342.6M |
| Q4 2021 | 102 | $338.8M |
| Q3 2021 | 98 | $312.8M |
| Q2 2021 | 101 | $312.6M |
| Q1 2021 | 92 | $342.9M |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Columbia Financial, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 23 | $0 | 0.00% | +23 | New |
| TCI Wealth Advisors, Inc. | 7 | $151 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 20 | $432 | 0.00% | −3−13.0% | Reduced |
| SJS Investment Consulting Inc. | 21 | $454 | 0.00% | +3+16.7% | Added |
| AdvisorNet Financial, Inc | 22 | $476 | 0.00% | +22 | New |
| Bourgeon Capital Management LLC | 43 | $930 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 24 | $1.00K | 0.00% | +4+20.0% | Added |
| Schubert & Co | 55 | $1.19K | 0.00% | −27−32.9% | Reduced |
| JFS Wealth Advisors, LLC | 72 | $1.56K | 0.00% | −15−17.2% | Reduced |
| Manchester Capital Management LLC | 135 | $2.92K | 0.00% | −17−11.2% | Reduced |
| Lindbrook Capital, LLC | 182 | $3.94K | 0.00% | +2+1.1% | Added |
| Horan Securities, Inc. | 707 | $15.3K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 881 | $19.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 896 | $19.4K | 0.00% | −262−22.6% | Reduced |
| US Bancorp | 1,010 | $21.8K | 0.00% | −235−18.9% | Reduced |
| CWM, LLC | 1,000 | $22.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,382 | $29.9K | 0.00% | −156−10.1% | Reduced |
| Signaturefd, LLC | 1,584 | $34.2K | 0.00% | −452−22.2% | Reduced |
| CoreCap Advisors, LLC | 1,727 | $37.3K | 0.00% | +1,727 | New |
| Citigroup Inc | 1,995 | $43.1K | 0.00% | −185−8.5% | Reduced |
| Metropolitan Life Insurance Co | 2,028 | $43.8K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,212 | $47.8K | 0.00% | −155−6.5% | Reduced |
| Ameritas Investment Partners, Inc. | 2,595 | $56.5K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,812 | $82.0K | 0.00% | +559+17.2% | Added |
| Amalgamated Bank | 4,956 | $107.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,381 | $116.0K | 0.00% | +1,469+37.6% | Added |
| Denali Advisors LLC | 5,600 | $121.1K | 0.05% | +5,600 | New |
| Royal Bank of Canada | 7,077 | $153.0K | 0.00% | +6,323+838.6% | Added |
| Citadel Advisors LLC | 8,783 | $189.9K | 0.00% | −29,414−77.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,851 | $191.4K | 0.00% | +287+3.4% | Added |
| SG Americas Securities, LLC | 9,019 | $195.0K | 0.00% | −527−5.5% | Reduced |
| Barclays PLC | 9,143 | $197.7K | 0.00% | +6,340+226.2% | Added |
| Kestra Private Wealth Services, LLC | 9,375 | $202.7K | 0.01% | +9,375 | New |
| Modera Wealth Management, LLC | 10,000 | $216.2K | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 10,000 | $216.2K | 0.02% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 10,189 | $220.3K | 0.00% | −3,479−25.5% | Reduced |
| American Century Companies Inc | 10,800 | $233.5K | 0.00% | +10,800 | New |
| Arizona State Retirement System | 10,913 | $235.9K | 0.00% | +251+2.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 12,579 | $272.0K | 0.00% | −1,500−10.7% | Reduced |
| LPL Financial LLC | 14,150 | $305.9K | 0.00% | −1,700−10.7% | Reduced |
| Beese Fulmer Investment Management, Inc. | 14,864 | $321.4K | 0.04% | 00.0% | Unchanged |
| Deutsche Bank AG | 14,877 | $321.6K | 0.00% | +228+1.6% | Added |
| Voya Investment Management LLC | 14,950 | $323.2K | 0.00% | 00.0% | Unchanged |
| Crown Wealth Group, LLC | 15,000 | $324.3K | 0.30% | −5,000−25.0% | Reduced |
| Manufacturers Life Insurance Company, The | 15,021 | $324.8K | 0.00% | −48−0.3% | Reduced |
| Sequoia Financial Advisors, LLC | 16,016 | $346.3K | 0.01% | +16,016 | New |
| American International Group, Inc. | 16,107 | $348.2K | 0.00% | −59−0.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 16,328 | $353.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 16,666 | $360.3K | 0.00% | +11,297+210.4% | Added |
| MetLife Investment Management | 17,114 | $370.0K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 17,433 | $377.0K | 0.00% | +2,090+13.6% | Added |
| Hudson Capital Management LLC | 18,030 | $389.8K | 0.15% | +2,030+12.7% | Added |
| Qube Research & Technologies Ltd | 19,842 | $429.0K | 0.00% | +10,306+108.1% | Added |
| Commonwealth Equity Services, LLC | 20,700 | $447.0K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 21,062 | $455.4K | 0.07% | 00.0% | Unchanged |
| Roundview Capital LLC | 21,187 | $458.1K | 0.05% | −5,082−19.3% | Reduced |
| Great West Life Assurance Co | 22,529 | $490.0K | 0.00% | +10,141+81.9% | Added |
| AQR Capital Management LLC | 23,134 | $500.2K | 0.00% | −1,048−4.3% | Reduced |
| Millennium Management LLC | 25,889 | $560.0K | 0.00% | −34,485−57.1% | Reduced |
| BHZ Capital Management, LP | 26,926 | $582.1K | 0.29% | −2,300−7.9% | Reduced |
| Susquehanna International Group, LLP | 27,657 | $597.9K | 0.00% | +3,661+15.3% | Added |
| Bank of America Corp | 28,212 | $609.9K | 0.00% | +12,077+74.8% | Added |
| New York State Common Retirement Fund | 28,684 | $620.1K | 0.00% | +4,467+18.4% | Added |
| Legal & General Group Plc | 29,772 | $643.7K | 0.00% | +389+1.3% | Added |
| Credit Suisse AG | 32,031 | $692.5K | 0.00% | −281−0.9% | Reduced |
| Victory Capital Management Inc | 32,694 | $706.8K | 0.00% | +10,802+49.3% | Added |
| Minerva Advisors LLC | 33,794 | $730.6K | 0.54% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 34,500 | $745.9K | 0.02% | −2,500−6.8% | Reduced |
| JPMorgan Chase & Co | 34,578 | $747.0K | 0.00% | +3,361+10.8% | Added |
| AXA S.A. | 36,153 | $781.6K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 41,133 | $889.3K | 0.00% | −85−0.2% | Reduced |
| Alberta Investment Management Corp | 45,099 | $975.0K | 0.01% | −4,903−9.8% | Reduced |
| Alliancebernstein L.P. | 45,400 | $981.5K | 0.00% | +1,300+2.9% | Added |
| Martingale Asset Management L P | 46,369 | $1.00M | 0.02% | −449−1.0% | Reduced |
| California State Teachers Retirement System | 47,193 | $1.02M | 0.00% | −130.0% | Reduced |
| UBS Asset Management Americas Inc | 47,367 | $1.02M | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 50,936 | $1.10M | 0.00% | +91+0.2% | Added |
| Goldman Sachs Group Inc | 54,684 | $1.18M | 0.00% | −5,773−9.5% | Reduced |
| Bank of Montreal | 54,661 | $1.19M | 0.00% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 76,245 | $1.64M | 0.73% | +76,245 | New |
| Wells Fargo & Company | 76,896 | $1.66M | 0.00% | −260−0.3% | Reduced |
| Swiss National Bank | 92,988 | $2.01M | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 93,347 | $2.02M | 0.03% | +47,096+101.8% | Added |
| Nuveen Asset Management, LLC | 101,310 | $2.19M | 0.00% | −10,728−9.6% | Reduced |
| D. E. Shaw & Co., Inc. | 115,341 | $2.49M | 0.00% | −42,068−26.7% | Reduced |
| Invesco Ltd. | 139,143 | $3.01M | 0.00% | +16,715+13.7% | Added |
| Russell Investments Group, Ltd. | 143,065 | $3.09M | 0.01% | −26,996−15.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 160,238 | $3.46M | 0.01% | −8,097−4.8% | Reduced |
| First Trust Advisors LP | 161,034 | $3.48M | 0.00% | −21,769−11.9% | Reduced |
| Bank of New York Mellon Corp | 175,709 | $3.80M | 0.00% | +8,348+5.0% | Added |
| Charles Schwab Investment Management Inc | 247,062 | $5.34M | 0.00% | +3,588+1.5% | Added |
| Morgan Stanley | 250,484 | $5.42M | 0.00% | −18,405−6.8% | Reduced |
| Norges Bank | 262,650 | $5.68M | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 276,233 | $5.97M | 0.17% | −77,180−21.8% | Reduced |
| Northern Trust Corp | 305,231 | $6.60M | 0.00% | +983+0.3% | Added |
| Geode Capital Management, LLC | 723,180 | $15.6M | 0.00% | +23,571+3.4% | Added |
| Renaissance Technologies LLC | 802,032 | $17.3M | 0.02% | −66,300−7.6% | Reduced |
| State Street Corp | 860,384 | $18.6M | 0.00% | +19,646+2.3% | Added |
| Dimensional Fund Advisors LP | 1,062,974 | $23.0M | 0.01% | +24,018+2.3% | Added |