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 2024
Institutional positions in Columbia Financial, Inc. as of Sep 30, 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
- 103
- +4 vs. Q2 2024
- Shares held
- 13.0M
- +2.39M (+22.6%) vs. Q2 2024
- Total value
- $221.8M
- +$63.1M (+39.8%) vs. Q2 2024
- New holders
- 15
- 27 more added
- Sold out
- 11
- 35 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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 2024
Shares, value and share of portfolio for each institution holding Columbia Financial, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 6 | $0 | 0.00% | −1−14.3% | Reduced |
| Hemington Wealth Management | 37 | $0 | 0.00% | +37 | New |
| Farther Finance Advisors, LLC | 5 | $85 | 0.00% | +5 | New |
| Claris Advisors, LLC | 7 | $119 | 0.00% | +7 | New |
| GWM Advisors LLC | 9 | $154 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 14 | $239 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 16 | $274 | 0.00% | +16 | New |
| SJS Investment Consulting Inc. | 17 | $291 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 23 | $393 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 28 | $478 | 0.00% | −5,348−99.5% | Reduced |
| Smartleaf Asset Management LLC | 40 | $680 | 0.00% | −80−66.7% | Reduced |
| GAMMA Investing LLC | 50 | $854 | 0.00% | −206−80.5% | Reduced |
| JFS Wealth Advisors, LLC | 59 | $1.01K | 0.00% | +2+3.5% | Added |
| The PNC Financial Services Group, Inc. | 82 | $1.40K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 92 | $1.57K | 0.00% | +92 | New |
| Advisor Group Holdings, Inc. | 110 | $1.88K | 0.00% | −173−61.1% | Reduced |
| Lindbrook Capital, LLC | 113 | $1.93K | 0.00% | +86+318.5% | Added |
| Comerica Bank | 114 | $1.95K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 138 | $2.36K | 0.00% | −254−64.8% | Reduced |
| Quadrant Capital Group LLC | 223 | $3.81K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 310 | $5.29K | 0.00% | +140+82.4% | Added |
| EverSource Wealth Advisors, LLC | 357 | $6.09K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 418 | $7.13K | 0.00% | −126−23.2% | Reduced |
| Larson Financial Group LLC | 499 | $8.52K | 0.00% | +499 | New |
| IFP Advisors, Inc | 500 | $8.54K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,149 | $20.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,461 | $24.9K | 0.00% | −2,084−58.8% | Reduced |
| CWM, LLC | 1,521 | $26.0K | 0.00% | +380+33.3% | Added |
| Ronald Blue Trust, Inc. | 1,953 | $29.2K | 0.00% | +1,953 | New |
| Parallel Advisors, LLC | 1,817 | $31.0K | 0.00% | −74−3.9% | Reduced |
| Acadian Asset Management LLC | 2,362 | $40.0K | 0.00% | +2,362 | New |
| Ameritas Investment Partners, Inc. | 3,075 | $52.5K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,930 | $67.0K | 0.00% | +10+0.3% | Added |
| Aquatic Capital Management LLC | 4,400 | $75.1K | 0.00% | +4,400 | New |
| New York State Common Retirement Fund | 6,050 | $103.3K | 0.00% | −6,100−50.2% | Reduced |
| FMR LLC | 6,747 | $115.2K | 0.00% | +4,604+214.8% | Added |
| Moors & Cabot, Inc. | 10,000 | $170.7K | 0.01% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 10,200 | $174.1K | 0.00% | −3,000−22.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,699 | $182.6K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 11,844 | $202.2K | 0.00% | −62−0.5% | Reduced |
| State of Wyoming | 12,073 | $206.1K | 0.03% | +12,073 | New |
| Equitable Holdings, Inc. | 12,741 | $217.5K | 0.00% | 00.0% | Unchanged |
| Vident Advisory, LLC | 12,906 | $220.3K | 0.01% | +12,906 | New |
| Susquehanna International Group, LLP | 12,919 | $220.5K | 0.00% | +12,919 | New |
| Raymond James Financial Services Advisors, Inc. | 13,129 | $224.1K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 13,316 | $227.3K | 0.00% | −10,508−44.1% | Reduced |
| SG Americas Securities, LLC | 13,765 | $235.0K | 0.00% | +5,374+64.0% | Added |
| Wells Fargo & Company | 13,801 | $235.6K | 0.00% | +1,980+16.7% | Added |
| Marshall Wace, LLP | 14,581 | $248.9K | 0.00% | +3,728+34.3% | Added |
| Corebridge Financial, Inc. | 14,612 | $249.4K | 0.00% | −90−0.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 14,998 | $256.0K | 0.00% | +355+2.4% | Added |
| Kestra Advisory Services, LLC | 15,000 | $256.1K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 15,032 | $256.6K | 0.00% | −20−0.1% | Reduced |
| Crown Wealth Group, LLC | 15,500 | $264.6K | 0.12% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 15,796 | $269.6K | 0.00% | +9,374+146.0% | Added |
| Sequoia Financial Advisors, LLC | 16,022 | $273.5K | 0.00% | −40−0.2% | Reduced |
| MetLife Investment Management | 16,597 | $283.3K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 16,823 | $287.2K | 0.00% | −411−2.4% | Reduced |
| Rafferty Asset Management, LLC | 16,951 | $289.4K | 0.00% | −11,132−39.6% | Reduced |
| Hudson Capital Management LLC | 17,250 | $294.5K | 0.09% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 17,577 | $300.0K | 0.01% | +17,577 | New |
| Roundview Capital LLC | 17,687 | $301.9K | 0.02% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 17,955 | $306.6K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 20,675 | $352.9K | 0.04% | −287−1.4% | Reduced |
| Commonwealth Equity Services, LLC | 22,700 | $387.0K | 0.00% | +2,000+9.7% | Added |
| UBS Group AG | 24,388 | $416.3K | 0.00% | +3,835+18.7% | Added |
| Creative Planning | 27,715 | $473.1K | 0.00% | +10,270+58.9% | Added |
| Citigroup Inc | 29,328 | $500.6K | 0.00% | +5,155+21.3% | Added |
| California State Teachers Retirement System | 29,426 | $502.3K | 0.00% | −954−3.1% | Reduced |
| Kingsview Wealth Management, LLC | 30,221 | $515.9K | 0.01% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 30,630 | $523.0K | 0.01% | +9,844+47.4% | Added |
| HRT Financial LP | 30,802 | $525.0K | 0.00% | +11,464+59.3% | Added |
| JPMorgan Chase & Co | 31,961 | $545.6K | 0.00% | +9,663+43.3% | Added |
| Great West Life Assurance Co | 32,638 | $558.0K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 32,801 | $559.9K | 0.00% | +10,852+49.4% | Added |
| Minerva Advisors LLC | 33,794 | $576.9K | 0.33% | 00.0% | Unchanged |
| Legal & General Group Plc | 34,701 | $592.3K | 0.00% | −95−0.3% | Reduced |
| Bank of America Corp | 36,632 | $625.3K | 0.00% | −4,476−10.9% | Reduced |
| Alliancebernstein L.P. | 40,350 | $688.8K | 0.00% | −5,900−12.8% | Reduced |
| Invesco Ltd. | 41,947 | $716.0K | 0.00% | −338−0.8% | Reduced |
| Rhumbline Advisers | 44,371 | $757.4K | 0.00% | −4,544−9.3% | Reduced |
| Jane Street Group, LLC | 45,630 | $778.9K | 0.00% | +12,291+36.9% | Added |
| Tudor Investment Corp Et Al | 47,846 | $816.7K | 0.01% | +47,846 | New |
| Barclays PLC | 49,452 | $844.1K | 0.00% | +28,147+132.1% | Added |
| American Century Companies Inc | 51,764 | $883.6K | 0.00% | +7,096+15.9% | Added |
| Swiss National Bank | 62,288 | $1.06M | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 65,636 | $1.12M | 0.00% | −6,776−9.4% | Reduced |
| UBS Asset Management Americas Inc | 72,155 | $1.23M | 0.00% | −6,777−8.6% | Reduced |
| Nuveen Asset Management, LLC | 83,288 | $1.42M | 0.00% | 00.0% | Unchanged |
| Norges Bank | 96,896 | $1.65M | 0.00% | −14,006−12.6% | Reduced |
| First Trust Advisors LP | 98,591 | $1.68M | 0.00% | +29,866+43.5% | Added |
| Goldman Sachs Group Inc | 109,505 | $1.87M | 0.00% | +28,943+35.9% | Added |
| Bank of New York Mellon Corp | 114,039 | $1.95M | 0.00% | −25,009−18.0% | Reduced |
| Morgan Stanley | 207,329 | $3.54M | 0.00% | +40,284+24.1% | Added |
| Charles Schwab Investment Management Inc | 227,691 | $3.89M | 0.00% | −4,938−2.1% | Reduced |
| Northern Trust Corp | 255,151 | $4.36M | 0.00% | −4,492−1.7% | Reduced |
| Renaissance Technologies LLC | 662,032 | $11.3M | 0.02% | −12,300−1.8% | Reduced |
| Geode Capital Management, LLC | 725,901 | $12.4M | 0.00% | −19,644−2.6% | Reduced |
| State Street Corp | 884,058 | $15.1M | 0.00% | −21,158−2.3% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,234,537 | $21.1M | 0.01% | −75,558−5.8% | Reduced |