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, Q3 2023
Institutional positions in Columbia Financial, Inc. as of Sep 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
- 87
- −7 vs. Q2 2023
- Shares held
- 13.3M
- −761.3K (−5.4%) vs. Q2 2023
- Total value
- $208.2M
- −$34.2M (−14.1%) vs. Q2 2023
- New holders
- 4
- 17 more added
- Sold out
- 11
- 42 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Columbia Financial, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 16 | $0 | 0.00% | −2−11.1% | Reduced |
| Global Retirement Partners, LLC | 17 | $264 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 20 | $315 | 0.00% | +2+11.1% | Added |
| Nisa Investment Advisors, LLC | 25 | $393 | 0.00% | −23−47.9% | Reduced |
| JFS Wealth Advisors, LLC | 28 | $440 | 0.00% | −24−46.2% | Reduced |
| Glassman Wealth Services | 40 | $628 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 49 | $770 | 0.00% | −214−81.4% | Reduced |
| Steward Financial Group LLC | 84 | $1.00K | 0.00% | +84 | New |
| US Bancorp | 378 | $5.94K | 0.00% | −618−62.0% | Reduced |
| CWM, LLC | 1,000 | $16.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,118 | $17.6K | 0.00% | −133−10.6% | Reduced |
| FMR LLC | 1,163 | $18.3K | 0.00% | −17−1.4% | Reduced |
| Quantbot Technologies LP | 1,225 | $19.2K | 0.00% | −3,201−72.3% | Reduced |
| Signaturefd, LLC | 1,237 | $19.4K | 0.00% | +9+0.7% | Added |
| Metropolitan Life Insurance Co | 1,636 | $25.7K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,595 | $40.8K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 3,556 | $55.9K | 0.00% | −1,065−23.0% | Reduced |
| Amalgamated Bank | 3,743 | $59.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,856 | $60.6K | 0.00% | +110+2.9% | Added |
| Ancora Advisors, LLC | 5,440 | $85.5K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 5,857 | $92.0K | 0.00% | +1,838+45.7% | Added |
| Qube Research & Technologies Ltd | 7,103 | $111.6K | 0.00% | +7,103 | New |
| Tower Research Capital LLC (TRC) | 8,708 | $136.8K | 0.00% | +3,392+63.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,851 | $139.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 10,387 | $164.0K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 10,985 | $172.6K | 0.00% | −29,721−73.0% | Reduced |
| New York State Common Retirement Fund | 12,148 | $190.8K | 0.00% | −14−0.1% | Reduced |
| Squarepoint Ops LLC | 12,305 | $193.3K | 0.00% | +12,305 | New |
| Raymond James Financial Services Advisors, Inc. | 12,579 | $197.6K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 12,656 | $198.8K | 0.00% | +4,771+60.5% | Added |
| Beese Fulmer Investment Management, Inc. | 13,268 | $208.4K | 0.02% | 00.0% | Unchanged |
| Voya Investment Management LLC | 13,308 | $209.1K | 0.00% | −268−2.0% | Reduced |
| American International Group, Inc. | 14,825 | $232.9K | 0.00% | +528+3.7% | Added |
| Moors & Cabot, Inc. | 15,000 | $235.7K | 0.02% | 00.0% | Unchanged |
| Crown Wealth Group, LLC | 15,500 | $243.5K | 0.18% | 00.0% | Unchanged |
| Deutsche Bank AG | 15,627 | $245.5K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 15,973 | $250.9K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 16,328 | $256.5K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 17,114 | $268.9K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 17,837 | $280.2K | 0.00% | +4,118+30.0% | Added |
| Hudson Capital Management LLC | 18,030 | $283.3K | 0.11% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 18,120 | $284.2K | 0.00% | −90.0% | Reduced |
| Commonwealth Equity Services, LLC | 20,841 | $327.0K | 0.00% | +141+0.7% | Added |
| SeaCrest Wealth Management, LLC | 20,962 | $329.3K | 0.04% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 21,047 | $330.6K | 0.00% | +2,077+10.9% | Added |
| Mariner, LLC | 21,064 | $330.9K | 0.00% | −3,460−14.1% | Reduced |
| Roundview Capital LLC | 21,187 | $332.8K | 0.03% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 21,417 | $336.5K | 0.00% | −13,900−39.4% | Reduced |
| Advisory Services Network, LLC | 22,500 | $353.5K | 0.01% | −1,500−6.3% | Reduced |
| American Century Companies Inc | 22,729 | $357.1K | 0.00% | +4,807+26.8% | Added |
| Citigroup Inc | 22,742 | $357.3K | 0.00% | −9,960−30.5% | Reduced |
| Susquehanna International Group, LLP | 24,891 | $391.0K | 0.00% | −33,056−57.0% | Reduced |
| Jane Street Group, LLC | 25,560 | $401.5K | 0.00% | −54,009−67.9% | Reduced |
| UBS Group AG | 25,813 | $405.5K | 0.00% | +20,424+379.0% | Added |
| Great West Life Assurance Co | 26,748 | $419.0K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 27,241 | $427.0K | 0.00% | −30,094−52.5% | Reduced |
| Minerva Advisors LLC | 33,794 | $530.9K | 0.37% | 00.0% | Unchanged |
| Credit Suisse AG | 34,565 | $543.0K | 0.00% | −1,731−4.8% | Reduced |
| California State Teachers Retirement System | 34,616 | $543.8K | 0.00% | −2,866−7.6% | Reduced |
| Legal & General Group Plc | 35,005 | $549.9K | 0.00% | −1,865−5.1% | Reduced |
| First Trust Advisors LP | 36,051 | $566.4K | 0.00% | −6,195−14.7% | Reduced |
| JPMorgan Chase & Co | 36,203 | $568.7K | 0.00% | −7,083−16.4% | Reduced |
| Invesco Ltd. | 36,828 | $578.6K | 0.00% | −295−0.8% | Reduced |
| Barclays PLC | 39,646 | $622.8K | 0.00% | −9,277−19.0% | Reduced |
| Millennium Management LLC | 45,356 | $712.5K | 0.00% | −11,632−20.4% | Reduced |
| Alliancebernstein L.P. | 45,760 | $718.9K | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 46,884 | $736.5K | 0.00% | −3,702−7.3% | Reduced |
| Rhumbline Advisers | 49,666 | $780.2K | 0.00% | −1,108−2.2% | Reduced |
| Delta Financial Group, Inc. | 57,409 | $902.0K | 0.31% | +57,409 | New |
| UBS Asset Management Americas Inc | 60,942 | $957.4K | 0.00% | +3,586+6.3% | Added |
| Citadel Advisors LLC | 68,729 | $1.08M | 0.00% | −56,497−45.1% | Reduced |
| Swiss National Bank | 70,588 | $1.11M | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 79,105 | $1.24M | 0.00% | −5,013−6.0% | Reduced |
| Nuveen Asset Management, LLC | 87,534 | $1.38M | 0.00% | −5,113−5.5% | Reduced |
| Goldman Sachs Group Inc | 105,299 | $1.65M | 0.00% | −41,368−28.2% | Reduced |
| Morgan Stanley | 137,660 | $2.16M | 0.00% | −55,734−28.8% | Reduced |
| Bank of New York Mellon Corp | 143,786 | $2.26M | 0.00% | +958+0.7% | Added |
| Norges Bank | 211,384 | $3.32M | 0.00% | −38,838−15.5% | Reduced |
| Charles Schwab Investment Management Inc | 226,451 | $3.56M | 0.00% | −9,404−4.0% | Reduced |
| Northern Trust Corp | 269,564 | $4.23M | 0.00% | −5,963−2.2% | Reduced |
| Geode Capital Management, LLC | 711,451 | $11.2M | 0.00% | +2,091+0.3% | Added |
| Renaissance Technologies LLC | 716,932 | $11.3M | 0.02% | −38,400−5.1% | Reduced |
| State Street Corp | 957,603 | $15.0M | 0.00% | −115,967−10.8% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,552,039 | $24.4M | 0.02% | +1,177+0.1% | Added |
| Dimensional Fund Advisors LP | 1,626,911 | $25.6M | 0.01% | +158,170+10.8% | Added |
| BlackRock Inc. | 2,307,646 | $36.3M | 0.00% | −150,226−6.1% | Reduced |
| Vanguard Group Inc | 2,740,945 | $43.1M | 0.00% | −82,408−2.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −76,342−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −39,947−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −22,553−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −20,246−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −16,709−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −15,097−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −10,550−100.0% | Sold out |
| Modera Wealth Management, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −2,300−100.0% | Sold out |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −707−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |