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, Q2 2023
Institutional positions in Columbia Financial, Inc. as of Jun 30, 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
- 94
- −7 vs. Q1 2023
- Shares held
- 14.0M
- −842.2K (−5.7%) vs. Q1 2023
- Total value
- $242.3M
- −$29.2M (−10.8%) vs. Q1 2023
- New holders
- 9
- 26 more added
- Sold out
- 16
- 43 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Columbia Financial, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 18 | $0 | 0.00% | −4−18.2% | Reduced |
| Global Retirement Partners, LLC | 17 | $294 | 0.00% | +17 | New |
| SJS Investment Consulting Inc. | 18 | $312 | 0.00% | +7+63.6% | Added |
| Disciplined Investments, LLC | 19 | $329 | 0.00% | −2−9.5% | Reduced |
| Glassman Wealth Services | 40 | $692 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 48 | $830 | 0.00% | +25+108.7% | Added |
| JFS Wealth Advisors, LLC | 52 | $900 | 0.00% | +11+26.8% | Added |
| Quadrant Capital Group LLC | 263 | $4.55K | 0.00% | −465−63.9% | Reduced |
| Horan Securities, Inc. | 707 | $12.2K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 1,000 | $17.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 996 | $17.2K | 0.00% | −14−1.4% | Reduced |
| FMR LLC | 1,180 | $20.4K | 0.00% | −31−2.6% | Reduced |
| Signaturefd, LLC | 1,228 | $21.2K | 0.00% | −310−20.2% | Reduced |
| Parallel Advisors, LLC | 1,251 | $21.6K | 0.00% | −131−9.5% | Reduced |
| Metropolitan Life Insurance Co | 1,636 | $28.3K | 0.00% | −392−19.3% | Reduced |
| Group One Trading, L.P. | 2,300 | $39.8K | 0.00% | +2,300 | New |
| Ameritas Investment Partners, Inc. | 2,595 | $44.9K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,746 | $64.8K | 0.00% | −1,140−23.3% | Reduced |
| Amalgamated Bank | 3,743 | $65.0K | 0.00% | −386−9.3% | Reduced |
| Royal Bank of Canada | 4,019 | $70.0K | 0.00% | +705+21.3% | Added |
| Quantbot Technologies LP | 4,426 | $76.5K | 0.01% | +4,312+3,782.5% | Added |
| Bank of America Corp | 4,621 | $79.9K | 0.00% | −21,092−82.0% | Reduced |
| Tower Research Capital LLC (TRC) | 5,316 | $91.9K | 0.00% | +4,282+414.1% | Added |
| UBS Group AG | 5,389 | $93.2K | 0.00% | −23,233−81.2% | Reduced |
| Ancora Advisors, LLC | 5,440 | $94.1K | 0.00% | −2,670−32.9% | Reduced |
| BNP Paribas Arbitrage, SA | 7,885 | $136.3K | 0.00% | +737+10.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,851 | $153.0K | 0.00% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 10,000 | $172.9K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 10,387 | $180.0K | 0.00% | +10,387 | New |
| LPL Financial LLC | 10,550 | $182.4K | 0.00% | −500−4.5% | Reduced |
| New York State Common Retirement Fund | 12,162 | $210.3K | 0.00% | −10,233−45.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 12,579 | $217.5K | 0.00% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 13,268 | $229.4K | 0.02% | −1,596−10.7% | Reduced |
| Voya Investment Management LLC | 13,576 | $234.7K | 0.00% | −1,110−7.6% | Reduced |
| Manufacturers Life Insurance Company, The | 13,719 | $237.2K | 0.00% | −1,350−9.0% | Reduced |
| American International Group, Inc. | 14,297 | $247.2K | 0.00% | −1,910−11.8% | Reduced |
| Moors & Cabot, Inc. | 15,000 | $259.4K | 0.02% | 00.0% | Unchanged |
| Ergoteles LLC | 15,097 | $261.0K | 0.01% | +15,097 | New |
| Crown Wealth Group, LLC | 15,500 | $268.0K | 0.21% | +500+3.3% | Added |
| Deutsche Bank AG | 15,627 | $270.2K | 0.00% | −5,613−26.4% | Reduced |
| Sequoia Financial Advisors, LLC | 15,973 | $276.2K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 16,328 | $282.3K | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 16,709 | $288.9K | 0.03% | +16,709 | New |
| MetLife Investment Management | 17,114 | $295.9K | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 17,922 | $309.9K | 0.00% | +3,863+27.5% | Added |
| Hudson Capital Management LLC | 18,030 | $311.7K | 0.12% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 18,129 | $313.2K | 0.00% | −70−0.4% | Reduced |
| Balyasny Asset Management LLC | 18,970 | $328.0K | 0.00% | +18,970 | New |
| Dark Forest Capital Management LP | 20,246 | $350.1K | 0.04% | +16,702+471.3% | Added |
| Commonwealth Equity Services, LLC | 20,700 | $358.0K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 20,962 | $362.4K | 0.05% | −100−0.5% | Reduced |
| Roundview Capital LLC | 21,187 | $366.3K | 0.04% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 22,553 | $389.9K | 0.00% | −10,033−30.8% | Reduced |
| Advisory Services Network, LLC | 24,000 | $415.0K | 0.01% | −1,000−4.0% | Reduced |
| Mariner, LLC | 24,524 | $424.0K | 0.00% | +8,818+56.1% | Added |
| Great West Life Assurance Co | 26,748 | $465.0K | 0.00% | +4,219+18.7% | Added |
| Citigroup Inc | 32,702 | $565.4K | 0.00% | +29,989+1,105.4% | Added |
| Minerva Advisors LLC | 33,794 | $584.3K | 0.40% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 35,317 | $610.6K | 0.00% | +17,611+99.5% | Added |
| Credit Suisse AG | 36,296 | $627.6K | 0.00% | +662+1.9% | Added |
| Legal & General Group Plc | 36,870 | $637.5K | 0.00% | −457−1.2% | Reduced |
| Invesco Ltd. | 37,123 | $641.9K | 0.00% | −9,175−19.8% | Reduced |
| California State Teachers Retirement System | 37,482 | $648.1K | 0.00% | −8,694−18.8% | Reduced |
| Russell Investments Group, Ltd. | 39,947 | $690.7K | 0.00% | −69,901−63.6% | Reduced |
| Neuberger Berman Group LLC | 40,706 | $703.8K | 0.00% | +303+0.7% | Added |
| First Trust Advisors LP | 42,246 | $730.4K | 0.00% | −48,965−53.7% | Reduced |
| JPMorgan Chase & Co | 43,286 | $748.4K | 0.00% | +387+0.9% | Added |
| Alliancebernstein L.P. | 45,760 | $791.2K | 0.00% | +1,060+2.4% | Added |
| Barclays PLC | 48,923 | $845.9K | 0.00% | +19,636+67.0% | Added |
| D. E. Shaw & Co., Inc. | 50,586 | $874.6K | 0.00% | −7,935−13.6% | Reduced |
| Rhumbline Advisers | 50,774 | $877.9K | 0.00% | −868−1.7% | Reduced |
| Millennium Management LLC | 56,988 | $985.3K | 0.00% | +56,988 | New |
| HRT Financial LP | 57,335 | $991.0K | 0.01% | +57,335 | New |
| Susquehanna International Group, LLP | 57,947 | $1.00M | 0.00% | −18,041−23.7% | Reduced |
| UBS Asset Management Americas Inc | 57,356 | $1.05M | 0.00% | 00.0% | Unchanged |
| Swiss National Bank | 70,588 | $1.22M | 0.00% | −12,100−14.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 76,342 | $1.32M | 0.00% | −35,576−31.8% | Reduced |
| Jane Street Group, LLC | 79,569 | $1.38M | 0.00% | +79,569 | New |
| Wells Fargo & Company | 84,118 | $1.45M | 0.00% | +4,100+5.1% | Added |
| Nuveen Asset Management, LLC | 92,647 | $1.60M | 0.00% | −1,791−1.9% | Reduced |
| Citadel Advisors LLC | 125,226 | $2.17M | 0.00% | +89,765+253.1% | Added |
| Bank of New York Mellon Corp | 142,828 | $2.47M | 0.00% | −29,331−17.0% | Reduced |
| Goldman Sachs Group Inc | 146,667 | $2.54M | 0.00% | +53,275+57.0% | Added |
| Morgan Stanley | 193,394 | $3.34M | 0.00% | −74,137−27.7% | Reduced |
| Charles Schwab Investment Management Inc | 235,855 | $4.08M | 0.00% | −9,056−3.7% | Reduced |
| Norges Bank | 250,222 | $4.33M | 0.00% | +1000.0% | Added |
| Northern Trust Corp | 275,527 | $4.76M | 0.00% | −22,658−7.6% | Reduced |
| Geode Capital Management, LLC | 709,360 | $12.3M | 0.00% | −45,542−6.0% | Reduced |
| Renaissance Technologies LLC | 755,332 | $13.1M | 0.02% | −35,500−4.5% | Reduced |
| State Street Corp | 1,073,570 | $18.6M | 0.00% | +9,448+0.9% | Added |
| Dimensional Fund Advisors LP | 1,468,741 | $25.4M | 0.01% | +193,089+15.1% | Added |
| T. Rowe Price Investment Management, Inc. | 1,550,862 | $26.8M | 0.02% | +413,889+36.4% | Added |
| BlackRock Inc. | 2,457,872 | $42.5M | 0.00% | −321,935−11.6% | Reduced |
| Vanguard Group Inc | 2,823,353 | $48.8M | 0.00% | −851,626−23.2% | Reduced |
| BHZ Capital Management, LP | 0 | $0 | 0.00% | −86,844−100.0% | Sold out |
| Delta Financial Group, Inc. | 0 | $0 | 0.00% | −80,852−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −37,818−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −21,319−100.0% | Sold out |
| Newtyn Management, LLC | 0 | $0 | 0.00% | −19,600−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −14,459−100.0% | Sold out |