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 2023
Institutional positions in Columbia Financial, Inc. as of Dec 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
- 90
- +4 vs. Q3 2023
- Shares held
- 13.3M
- +95.3K (+0.7%) vs. Q3 2023
- Total value
- $257.3M
- +$49.1M (+23.6%) vs. Q3 2023
- New holders
- 8
- 33 more added
- Sold out
- 4
- 33 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Columbia Financial, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 8 | $0 | 0.00% | −8−50.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 13 | $251 | 0.00% | +13 | New |
| Global Retirement Partners, LLC | 17 | $313 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 30 | $579 | 0.00% | +10+50.0% | Added |
| Glassman Wealth Services | 40 | $771 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 63 | $1.22K | 0.00% | +63 | New |
| JFS Wealth Advisors, LLC | 76 | $1.47K | 0.00% | +48+171.4% | Added |
| Qube Research & Technologies Ltd | 78 | $1.50K | 0.00% | −7,025−98.9% | Reduced |
| Smartleaf Asset Management LLC | 86 | $1.69K | 0.00% | +86 | New |
| Quadrant Capital Group LLC | 116 | $2.24K | 0.00% | +67+136.7% | Added |
| Wetzel Investment Advisors, Inc. | 165 | $3.00K | 0.00% | +165 | New |
| EverSource Wealth Advisors, LLC | 164 | $3.16K | 0.00% | +164 | New |
| GAMMA Investing LLC | 272 | $4.89K | 0.00% | +272 | New |
| US Bancorp | 311 | $6.00K | 0.00% | −67−17.7% | Reduced |
| CWM, LLC | 1,000 | $19.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,116 | $21.5K | 0.00% | −2−0.2% | Reduced |
| Signaturefd, LLC | 1,241 | $23.9K | 0.00% | +4+0.3% | Added |
| Metropolitan Life Insurance Co | 1,636 | $31.5K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 2,752 | $53.1K | 0.00% | −65,977−96.0% | Reduced |
| Ameritas Investment Partners, Inc. | 3,075 | $59.3K | 0.00% | +480+18.5% | Added |
| FMR LLC | 3,253 | $62.7K | 0.00% | +2,090+179.7% | Added |
| Amalgamated Bank | 3,401 | $66.0K | 0.00% | −342−9.1% | Reduced |
| Advisor Group Holdings, Inc. | 3,830 | $73.8K | 0.00% | −26−0.7% | Reduced |
| Tower Research Capital LLC (TRC) | 3,943 | $76.0K | 0.00% | −4,765−54.7% | Reduced |
| BNP Paribas Arbitrage, SA | 8,134 | $156.8K | 0.00% | −4,522−35.7% | Reduced |
| Royal Bank of Canada | 8,483 | $163.0K | 0.00% | +2,626+44.8% | Added |
| Bank of America Corp | 8,735 | $168.4K | 0.00% | +5,179+145.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,851 | $170.6K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 10,000 | $192.8K | 0.01% | −5,000−33.3% | Reduced |
| HighTower Advisors, LLC | 10,609 | $204.0K | 0.00% | +222+2.1% | Added |
| Neuberger Berman Group LLC | 10,985 | $211.8K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 12,144 | $234.1K | 0.05% | +12,144 | New |
| New York State Common Retirement Fund | 12,159 | $234.4K | 0.00% | +11+0.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 12,579 | $242.5K | 0.00% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 12,768 | $246.2K | 0.03% | −500−3.8% | Reduced |
| Voya Investment Management LLC | 13,308 | $256.6K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 13,705 | $264.0K | 0.00% | −13,536−49.7% | Reduced |
| Mariner, LLC | 13,745 | $265.0K | 0.00% | −7,319−34.7% | Reduced |
| American International Group, Inc. | 14,765 | $284.7K | 0.00% | −60−0.4% | Reduced |
| Balyasny Asset Management LLC | 14,901 | $287.3K | 0.00% | −6,146−29.2% | Reduced |
| MetLife Investment Management | 14,961 | $288.4K | 0.00% | −2,153−12.6% | Reduced |
| Kestra Advisory Services, LLC | 15,000 | $289.2K | 0.00% | +15,000 | New |
| Crown Wealth Group, LLC | 15,500 | $298.8K | 0.18% | 00.0% | Unchanged |
| Deutsche Bank AG | 15,680 | $302.3K | 0.00% | +53+0.3% | Added |
| Sequoia Financial Advisors, LLC | 15,973 | $308.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 16,328 | $314.8K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 17,125 | $330.2K | 0.00% | −712−4.0% | Reduced |
| Hudson Capital Management LLC | 18,030 | $347.6K | 0.13% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 18,095 | $349.1K | 0.00% | −25−0.1% | Reduced |
| SeaCrest Wealth Management, LLC | 20,962 | $397.9K | 0.05% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 20,776 | $401.0K | 0.00% | −65−0.3% | Reduced |
| Roundview Capital LLC | 21,187 | $408.5K | 0.04% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 21,804 | $420.4K | 0.00% | +387+1.8% | Added |
| Advisory Services Network, LLC | 22,500 | $433.8K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 24,947 | $481.0K | 0.00% | −613−2.4% | Reduced |
| Citigroup Inc | 27,864 | $537.2K | 0.00% | +5,122+22.5% | Added |
| Millennium Management LLC | 28,630 | $552.0K | 0.00% | −16,726−36.9% | Reduced |
| American Century Companies Inc | 30,655 | $591.0K | 0.00% | +7,926+34.9% | Added |
| Great West Life Assurance Co | 32,638 | $625.0K | 0.00% | +5,890+22.0% | Added |
| Susquehanna International Group, LLP | 32,658 | $629.6K | 0.00% | +7,767+31.2% | Added |
| California State Teachers Retirement System | 33,001 | $636.3K | 0.00% | −1,615−4.7% | Reduced |
| Credit Suisse AG | 33,775 | $651.2K | 0.00% | −790−2.3% | Reduced |
| Minerva Advisors LLC | 33,794 | $651.5K | 0.41% | 00.0% | Unchanged |
| Legal & General Group Plc | 34,912 | $673.1K | 0.00% | −93−0.3% | Reduced |
| UBS Group AG | 35,451 | $683.5K | 0.00% | +9,638+37.3% | Added |
| Invesco Ltd. | 37,801 | $728.8K | 0.00% | +973+2.6% | Added |
| Delta Financial Group, Inc. | 42,409 | $818.0K | 0.26% | −15,000−26.1% | Reduced |
| JPMorgan Chase & Co | 44,405 | $856.1K | 0.00% | +8,202+22.7% | Added |
| D. E. Shaw & Co., Inc. | 46,584 | $898.1K | 0.00% | −300−0.6% | Reduced |
| Alliancebernstein L.P. | 48,460 | $934.3K | 0.00% | +2,700+5.9% | Added |
| Rhumbline Advisers | 49,195 | $948.5K | 0.00% | −471−0.9% | Reduced |
| Barclays PLC | 59,031 | $1.14M | 0.00% | +19,385+48.9% | Added |
| Swiss National Bank | 62,288 | $1.20M | 0.00% | −8,300−11.8% | Reduced |
| UBS Asset Management Americas Inc | 64,572 | $1.24M | 0.00% | +3,630+6.0% | Added |
| Wells Fargo & Company | 67,731 | $1.31M | 0.00% | −11,374−14.4% | Reduced |
| First Trust Advisors LP | 85,424 | $1.65M | 0.00% | +49,373+137.0% | Added |
| Nuveen Asset Management, LLC | 88,477 | $1.71M | 0.00% | +943+1.1% | Added |
| Goldman Sachs Group Inc | 115,882 | $2.23M | 0.00% | +10,583+10.1% | Added |
| Bank of New York Mellon Corp | 140,256 | $2.70M | 0.00% | −3,530−2.5% | Reduced |
| Morgan Stanley | 162,607 | $3.14M | 0.00% | +24,947+18.1% | Added |
| Norges Bank | 190,600 | $3.67M | 0.00% | −20,784−9.8% | Reduced |
| Charles Schwab Investment Management Inc | 229,240 | $4.42M | 0.00% | +2,789+1.2% | Added |
| Northern Trust Corp | 275,696 | $5.32M | 0.00% | +6,132+2.3% | Added |
| Renaissance Technologies LLC | 698,032 | $13.5M | 0.02% | −18,900−2.6% | Reduced |
| Geode Capital Management, LLC | 728,891 | $14.1M | 0.00% | +17,440+2.5% | Added |
| State Street Corp | 918,731 | $17.7M | 0.00% | −38,872−4.1% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,553,269 | $29.9M | 0.02% | +1,230+0.1% | Added |
| Dimensional Fund Advisors LP | 1,683,066 | $32.5M | 0.01% | +56,155+3.5% | Added |
| BlackRock Inc. | 2,395,257 | $46.2M | 0.00% | +87,611+3.8% | Added |
| Vanguard Group Inc | 2,743,385 | $52.9M | 0.00% | +2,440+0.1% | Added |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −12,305−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −5,440−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −1,225−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Steward Financial Group LLC | – | – | – | – | Not filed |