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, Q1 2023
Institutional positions in Columbia Financial, Inc. as of Mar 31, 2023. 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
- 101
- −1 vs. Q4 2022
- Shares held
- 14.9M
- −33.0K (−0.2%) vs. Q4 2022
- Total value
- $271.5M
- −$50.3M (−15.6%) vs. Q4 2022
- New holders
- 8
- 32 more added
- Sold out
- 9
- 39 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Columbia Financial, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 22 | $0 | 0.00% | −2−8.3% | Reduced |
| Nisa Investment Advisors, LLC | 23 | $0 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 5 | $92 | 0.00% | −2−28.6% | Reduced |
| SJS Investment Consulting Inc. | 11 | $202 | 0.00% | −10−47.6% | Reduced |
| Disciplined Investments, LLC | 21 | $384 | 0.00% | +1+5.0% | Added |
| Schubert & Co | 27 | $494 | 0.00% | −28−50.9% | Reduced |
| Massmutual Trust Co FSB | 35 | $640 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 40 | $731 | 0.00% | +40 | New |
| JFS Wealth Advisors, LLC | 41 | $750 | 0.00% | −31−43.1% | Reduced |
| Manchester Capital Management LLC | 49 | $896 | 0.00% | −86−63.7% | Reduced |
| Allworth Financial LP | 54 | $988 | 0.00% | +54 | New |
| Quantbot Technologies LP | 114 | $2.08K | 0.00% | +114 | New |
| Ellevest, Inc. | 136 | $2.49K | 0.00% | +136 | New |
| Lindbrook Capital, LLC | 424 | $7.75K | 0.00% | +242+133.0% | Added |
| Horan Securities, Inc. | 707 | $12.9K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 728 | $13.3K | 0.00% | −153−17.4% | Reduced |
| CWM, LLC | 1,000 | $18.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,010 | $18.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,034 | $19.0K | 0.00% | −4,347−80.8% | Reduced |
| FMR LLC | 1,211 | $22.1K | 0.00% | +315+35.2% | Added |
| Parallel Advisors, LLC | 1,382 | $25.3K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,538 | $28.1K | 0.00% | −46−2.9% | Reduced |
| Metropolitan Life Insurance Co | 2,028 | $37.1K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,595 | $47.4K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 2,713 | $49.6K | 0.00% | +718+36.0% | Added |
| Royal Bank of Canada | 3,314 | $60.0K | 0.00% | −3,763−53.2% | Reduced |
| Dark Forest Capital Management LP | 3,544 | $64.8K | 0.02% | +3,544 | New |
| Amalgamated Bank | 4,129 | $75.0K | 0.00% | −827−16.7% | Reduced |
| Denali Advisors LLC | 4,500 | $82.3K | 0.03% | −1,100−19.6% | Reduced |
| Advisor Group Holdings, Inc. | 4,886 | $89.3K | 0.00% | +1,074+28.2% | Added |
| BNP Paribas Arbitrage, SA | 7,148 | $130.7K | 0.00% | +4,936+223.1% | Added |
| Ancora Advisors, LLC | 8,110 | $148.3K | 0.00% | −268,123−97.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,851 | $161.8K | 0.00% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 10,000 | $182.8K | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 11,050 | $202.0K | 0.00% | −3,100−21.9% | Reduced |
| Arizona State Retirement System | 11,112 | $203.1K | 0.00% | +199+1.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 12,579 | $229.9K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 13,149 | $240.4K | 0.00% | −9,985−43.2% | Reduced |
| American Century Companies Inc | 14,059 | $252.9K | 0.00% | +3,259+30.2% | Added |
| Victory Capital Management Inc | 14,459 | $264.3K | 0.00% | −18,235−55.8% | Reduced |
| Voya Investment Management LLC | 14,686 | $268.5K | 0.00% | −264−1.8% | Reduced |
| Beese Fulmer Investment Management, Inc. | 14,864 | $271.7K | 0.03% | 00.0% | Unchanged |
| Crown Wealth Group, LLC | 15,000 | $274.2K | 0.23% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 15,000 | $274.2K | 0.02% | +5,000+50.0% | Added |
| Manufacturers Life Insurance Company, The | 15,069 | $275.5K | 0.00% | +48+0.3% | Added |
| Mariner, LLC | 15,706 | $287.0K | 0.00% | −1,727−9.9% | Reduced |
| Sequoia Financial Advisors, LLC | 15,973 | $292.0K | 0.01% | −43−0.3% | Reduced |
| American International Group, Inc. | 16,207 | $296.3K | 0.00% | +100+0.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 16,328 | $298.5K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 17,114 | $312.8K | 0.00% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 17,706 | $323.7K | 0.00% | +17,706 | New |
| Hudson Capital Management LLC | 18,030 | $329.6K | 0.13% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 18,199 | $332.5K | 0.00% | +18,199 | New |
| Newtyn Management, LLC | 19,600 | $358.3K | 0.07% | +19,600 | New |
| Commonwealth Equity Services, LLC | 20,700 | $378.0K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 21,062 | $385.0K | 0.05% | 00.0% | Unchanged |
| Roundview Capital LLC | 21,187 | $387.3K | 0.04% | 00.0% | Unchanged |
| Deutsche Bank AG | 21,240 | $388.3K | 0.00% | +6,363+42.8% | Added |
| Qube Research & Technologies Ltd | 21,319 | $389.7K | 0.00% | +1,477+7.4% | Added |
| New York State Common Retirement Fund | 22,395 | $409.4K | 0.00% | −6,289−21.9% | Reduced |
| Great West Life Assurance Co | 22,529 | $412.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 25,000 | $457.0K | 0.01% | −9,500−27.5% | Reduced |
| Bank of America Corp | 25,713 | $470.0K | 0.00% | −2,499−8.9% | Reduced |
| UBS Group AG | 28,622 | $523.2K | 0.00% | +11,956+71.7% | Added |
| Barclays PLC | 29,287 | $535.4K | 0.00% | +20,144+220.3% | Added |
| Alberta Investment Management Corp | 32,586 | $595.7K | 0.01% | −12,513−27.7% | Reduced |
| Minerva Advisors LLC | 33,794 | $617.8K | 0.45% | 00.0% | Unchanged |
| Citadel Advisors LLC | 35,461 | $648.2K | 0.00% | +26,678+303.7% | Added |
| Credit Suisse AG | 35,634 | $651.4K | 0.00% | +3,603+11.2% | Added |
| Legal & General Group Plc | 37,327 | $682.3K | 0.00% | +7,555+25.4% | Added |
| Martingale Asset Management L P | 37,818 | $691.3K | 0.01% | −8,551−18.4% | Reduced |
| Neuberger Berman Group LLC | 40,403 | $738.6K | 0.00% | −730−1.8% | Reduced |
| JPMorgan Chase & Co | 42,899 | $784.0K | 0.00% | +8,321+24.1% | Added |
| Alliancebernstein L.P. | 44,700 | $817.1K | 0.00% | −700−1.5% | Reduced |
| California State Teachers Retirement System | 46,176 | $844.1K | 0.00% | −1,017−2.2% | Reduced |
| Invesco Ltd. | 46,298 | $846.3K | 0.00% | −92,845−66.7% | Reduced |
| Rhumbline Advisers | 51,642 | $944.0K | 0.00% | +706+1.4% | Added |
| UBS Asset Management Americas Inc | 57,356 | $1.05M | 0.00% | +9,989+21.1% | Added |
| D. E. Shaw & Co., Inc. | 58,521 | $1.07M | 0.00% | −56,820−49.3% | Reduced |
| Susquehanna International Group, LLP | 75,988 | $1.39M | 0.00% | +48,331+174.8% | Added |
| Wells Fargo & Company | 80,018 | $1.46M | 0.00% | +3,122+4.1% | Added |
| Delta Financial Group, Inc. | 80,852 | $1.48M | 0.58% | +4,607+6.0% | Added |
| Swiss National Bank | 82,688 | $1.51M | 0.00% | −10,300−11.1% | Reduced |
| BHZ Capital Management, LP | 86,844 | $1.59M | 0.97% | +59,918+222.5% | Added |
| First Trust Advisors LP | 91,211 | $1.67M | 0.00% | −69,823−43.4% | Reduced |
| Goldman Sachs Group Inc | 93,392 | $1.71M | 0.00% | +38,708+70.8% | Added |
| Nuveen Asset Management, LLC | 94,438 | $1.73M | 0.00% | −6,872−6.8% | Reduced |
| Russell Investments Group, Ltd. | 109,848 | $2.01M | 0.00% | −33,217−23.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 111,918 | $2.05M | 0.00% | −48,320−30.2% | Reduced |
| Bank of New York Mellon Corp | 172,159 | $3.15M | 0.00% | −3,550−2.0% | Reduced |
| Charles Schwab Investment Management Inc | 244,911 | $4.48M | 0.00% | −2,151−0.9% | Reduced |
| Norges Bank | 250,122 | $4.57M | 0.00% | −12,528−4.8% | Reduced |
| Morgan Stanley | 267,531 | $4.89M | 0.00% | +17,047+6.8% | Added |
| Northern Trust Corp | 298,185 | $5.45M | 0.00% | −7,046−2.3% | Reduced |
| Geode Capital Management, LLC | 754,902 | $13.8M | 0.00% | +31,722+4.4% | Added |
| Renaissance Technologies LLC | 790,832 | $14.5M | 0.02% | −11,200−1.4% | Reduced |
| State Street Corp | 1,064,122 | $19.4M | 0.00% | +203,738+23.7% | Added |
| T. Rowe Price Investment Management, Inc. | 1,136,973 | $20.8M | 0.01% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 1,275,652 | $23.3M | 0.01% | +212,678+20.0% | Added |
| BlackRock Inc. | 2,779,807 | $50.8M | 0.00% | +60,316+2.2% | Added |