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 2024
Institutional positions in Columbia Financial, Inc. as of Mar 31, 2024. 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
- +4 vs. Q4 2023
- Shares held
- 13.1M
- −257.5K (−1.9%) vs. Q4 2023
- Total value
- $225.3M
- −$32.0M (−12.5%) vs. Q4 2023
- New holders
- 8
- 18 more added
- Sold out
- 4
- 44 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Columbia Financial, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 7 | $0 | 0.00% | −1−12.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 | $103 | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 12 | $207 | 0.00% | −1−7.7% | Reduced |
| Global Retirement Partners, LLC | 17 | $293 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 23 | $396 | 0.00% | −7−23.3% | Reduced |
| Lindbrook Capital, LLC | 63 | $1.08K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 71 | $1.22K | 0.00% | −5−6.6% | Reduced |
| Smartleaf Asset Management LLC | 86 | $1.46K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 86 | $1.48K | 0.00% | −12,058−99.3% | Reduced |
| Private Wealth Management Group, LLC | 102 | $1.76K | 0.00% | +102 | New |
| Quadrant Capital Group LLC | 116 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 135 | $2.32K | 0.00% | −3,808−96.6% | Reduced |
| Wetzel Investment Advisors, Inc. | 165 | $2.67K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 214 | $3.68K | 0.00% | +214 | New |
| EverSource Wealth Advisors, LLC | 239 | $3.97K | 0.00% | +75+45.7% | Added |
| GAMMA Investing LLC | 272 | $4.68K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 500 | $8.61K | 0.00% | +500 | New |
| US Bancorp | 513 | $8.83K | 0.00% | +202+65.0% | Added |
| CWM, LLC | 1,000 | $17.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,096 | $18.9K | 0.00% | −20−1.8% | Reduced |
| Amalgamated Bank | 1,149 | $20.0K | 0.00% | −2,252−66.2% | Reduced |
| Signaturefd, LLC | 1,239 | $21.3K | 0.00% | −2−0.2% | Reduced |
| Simplex Trading, LLC | 1,305 | $22.0K | 0.00% | +1,305 | New |
| Metropolitan Life Insurance Co | 1,636 | $28.2K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,015 | $34.0K | 0.00% | −6,468−76.2% | Reduced |
| FMR LLC | 2,371 | $40.8K | 0.00% | −882−27.1% | Reduced |
| Qube Research & Technologies Ltd | 2,694 | $46.4K | 0.00% | +2,616+3,353.8% | Added |
| Ameritas Investment Partners, Inc. | 3,075 | $52.9K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,776 | $65.0K | 0.00% | −54−1.4% | Reduced |
| Catalyst Funds Management Pty Ltd | 4,700 | $80.9K | 0.02% | +4,700 | New |
| Citadel Advisors LLC | 6,040 | $103.9K | 0.00% | +3,288+119.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,851 | $152.3K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 10,000 | $172.1K | 0.01% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 10,012 | $172.3K | 0.00% | +10,012 | New |
| Susquehanna International Group, LLP | 10,463 | $180.1K | 0.00% | −22,195−68.0% | Reduced |
| Jump Financial, LLC | 10,572 | $181.9K | 0.00% | +10,572 | New |
| HighTower Advisors, LLC | 10,617 | $183.0K | 0.00% | +8+0.1% | Added |
| Voya Investment Management LLC | 10,956 | $188.6K | 0.00% | −2,352−17.7% | Reduced |
| Mariner, LLC | 11,118 | $191.3K | 0.00% | −2,627−19.1% | Reduced |
| Balyasny Asset Management LLC | 12,020 | $206.9K | 0.00% | −2,881−19.3% | Reduced |
| New York State Common Retirement Fund | 12,149 | $209.1K | 0.00% | −10−0.1% | Reduced |
| Beese Fulmer Investment Management, Inc. | 12,468 | $214.6K | 0.02% | −300−2.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 13,329 | $229.4K | 0.00% | +750+6.0% | Added |
| American International Group, Inc. | 14,640 | $252.0K | 0.00% | −125−0.8% | Reduced |
| MetLife Investment Management | 14,961 | $257.5K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 15,000 | $258.1K | 0.00% | 00.0% | Unchanged |
| Crown Wealth Group, LLC | 15,500 | $266.8K | 0.14% | 00.0% | Unchanged |
| Deutsche Bank AG | 15,680 | $269.9K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 15,973 | $274.9K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 16,350 | $281.4K | 0.00% | +8,216+101.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 16,328 | $295.9K | 0.00% | 00.0% | Unchanged |
| Hudson Capital Management LLC | 17,250 | $296.9K | 0.10% | −780−4.3% | Reduced |
| Roundview Capital LLC | 17,687 | $304.4K | 0.02% | −3,500−16.5% | Reduced |
| Millennium Management LLC | 18,005 | $309.9K | 0.00% | −10,625−37.1% | Reduced |
| Janus Henderson Group PLC | 18,094 | $310.6K | 0.00% | −10.0% | Reduced |
| Rafferty Asset Management, LLC | 18,645 | $320.9K | 0.00% | −3,159−14.5% | Reduced |
| Manufacturers Life Insurance Company, The | 18,813 | $323.8K | 0.00% | +1,688+9.9% | Added |
| Citigroup Inc | 20,077 | $345.5K | 0.00% | −7,787−27.9% | Reduced |
| Commonwealth Equity Services, LLC | 20,700 | $356.0K | 0.00% | −76−0.4% | Reduced |
| SeaCrest Wealth Management, LLC | 20,962 | $360.8K | 0.04% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 22,000 | $378.6K | 0.01% | −500−2.2% | Reduced |
| California State Teachers Retirement System | 31,264 | $538.1K | 0.00% | −1,737−5.3% | Reduced |
| Great West Life Assurance Co | 32,638 | $561.0K | 0.00% | 00.0% | Unchanged |
| Minerva Advisors LLC | 33,794 | $581.6K | 0.36% | 00.0% | Unchanged |
| Legal & General Group Plc | 34,912 | $600.8K | 0.00% | 00.0% | Unchanged |
| Credit Suisse AG | 37,039 | $637.4K | 0.00% | +3,264+9.7% | Added |
| Barclays PLC | 38,631 | $664.8K | 0.00% | −20,400−34.6% | Reduced |
| American Century Companies Inc | 39,518 | $680.1K | 0.00% | +8,863+28.9% | Added |
| UBS Group AG | 39,594 | $681.4K | 0.00% | +4,143+11.7% | Added |
| Delta Financial Group, Inc. | 42,409 | $730.0K | 0.21% | 00.0% | Unchanged |
| Invesco Ltd. | 43,280 | $744.8K | 0.00% | +5,479+14.5% | Added |
| Alliancebernstein L.P. | 44,350 | $763.3K | 0.00% | −4,110−8.5% | Reduced |
| Wells Fargo & Company | 45,531 | $783.6K | 0.00% | −22,200−32.8% | Reduced |
| D. E. Shaw & Co., Inc. | 46,584 | $801.7K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 49,780 | $856.7K | 0.00% | +585+1.2% | Added |
| JPMorgan Chase & Co | 59,096 | $1.02M | 0.00% | +14,691+33.1% | Added |
| Swiss National Bank | 62,288 | $1.07M | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 64,038 | $1.10M | 0.00% | −534−0.8% | Reduced |
| Goldman Sachs Group Inc | 75,219 | $1.29M | 0.00% | −40,663−35.1% | Reduced |
| First Trust Advisors LP | 80,291 | $1.38M | 0.00% | −5,133−6.0% | Reduced |
| Nuveen Asset Management, LLC | 83,288 | $1.43M | 0.00% | −5,189−5.9% | Reduced |
| Bank of America Corp | 83,640 | $1.44M | 0.00% | +74,905+857.5% | Added |
| Bank of New York Mellon Corp | 130,527 | $2.25M | 0.00% | −9,729−6.9% | Reduced |
| Morgan Stanley | 146,777 | $2.53M | 0.00% | −15,830−9.7% | Reduced |
| Norges Bank | 169,603 | $2.92M | 0.00% | −20,997−11.0% | Reduced |
| Charles Schwab Investment Management Inc | 231,975 | $3.99M | 0.00% | +2,735+1.2% | Added |
| Northern Trust Corp | 267,979 | $4.61M | 0.00% | −7,717−2.8% | Reduced |
| Renaissance Technologies LLC | 690,232 | $11.9M | 0.02% | −7,800−1.1% | Reduced |
| Geode Capital Management, LLC | 732,812 | $12.6M | 0.00% | +3,921+0.5% | Added |
| State Street Corp | 908,701 | $15.6M | 0.00% | −10,030−1.1% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,510,369 | $26.0M | 0.02% | −42,900−2.8% | Reduced |
| Dimensional Fund Advisors LP | 1,719,087 | $29.6M | 0.01% | +36,021+2.1% | Added |
| BlackRock Inc. | 2,286,990 | $39.4M | 0.00% | −108,267−4.5% | Reduced |
| Vanguard Group Inc | 2,742,412 | $47.2M | 0.00% | −9730.0% | Reduced |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −24,947−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −13,705−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −10,985−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −40−100.0% | Sold out |