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 2024
Institutional positions in Columbia Financial, Inc. as of Dec 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
- 112
- +10 vs. Q3 2024
- Shares held
- 13.3M
- +341.4K (+2.6%) vs. Q3 2024
- Total value
- $210.7M
- −$10.9M (−4.9%) vs. Q3 2024
- New holders
- 17
- 44 more added
- Sold out
- 7
- 29 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Columbia Financial, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 52 | $0 | 0.00% | +15+40.5% | Added |
| Covestor Ltd | 7 | $0 | 0.00% | +1+16.7% | Added |
| Farther Finance Advisors, LLC | 2 | $32 | 0.00% | −3−60.0% | Reduced |
| Parkworth Wealth Management, Inc. | 3 | $47 | 0.00% | +3 | New |
| Global Financial Private Client, LLC | 6 | $95 | 0.00% | +6 | New |
| GWM Advisors LLC | 9 | $142 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 10 | $158 | 0.00% | +10 | New |
| DiNuzzo Private Wealth, Inc. | 19 | $301 | 0.00% | +5+35.7% | Added |
| Nisa Investment Advisors, LLC | 23 | $364 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 24 | $380 | 0.00% | +7+41.2% | Added |
| JFS Wealth Advisors, LLC | 58 | $917 | 0.00% | −1−1.7% | Reduced |
| GAMMA Investing LLC | 62 | $980 | 0.00% | +12+24.0% | Added |
| Larson Financial Group LLC | 79 | $1.25K | 0.00% | −420−84.2% | Reduced |
| The PNC Financial Services Group, Inc. | 82 | $1.30K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 134 | $2.12K | 0.00% | +21+18.6% | Added |
| R Squared Ltd | 140 | $2.21K | 0.00% | +140 | New |
| Comerica Bank | 167 | $2.64K | 0.00% | +53+46.5% | Added |
| Quadrant Capital Group LLC | 223 | $3.53K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 223 | $3.54K | 0.00% | +183+457.5% | Added |
| Advisor Group Holdings, Inc. | 242 | $3.83K | 0.00% | +132+120.0% | Added |
| US Bancorp | 341 | $5.39K | 0.00% | +31+10.0% | Added |
| EverSource Wealth Advisors, LLC | 413 | $6.53K | 0.00% | +56+15.7% | Added |
| Allworth Financial LP | 500 | $7.95K | 0.00% | +484+3,025.0% | Added |
| IFP Advisors, Inc | 493 | $8.02K | 0.00% | −7−1.4% | Reduced |
| Ronald Blue Trust, Inc. | 575 | $9.09K | 0.00% | −1,378−70.6% | Reduced |
| Russell Investments Group, Ltd. | 603 | $9.53K | 0.00% | +465+337.0% | Added |
| Versant Capital Management, Inc | 803 | $12.7K | 0.00% | +803 | New |
| Sterling Capital Management LLC | 828 | $13.1K | 0.00% | +736+800.0% | Added |
| Signaturefd, LLC | 914 | $14.4K | 0.00% | +496+118.7% | Added |
| Amalgamated Bank | 1,149 | $18.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,141 | $18.0K | 0.00% | −320−21.9% | Reduced |
| Parallel Advisors, LLC | 1,483 | $23.4K | 0.00% | −334−18.4% | Reduced |
| CWM, LLC | 1,633 | $26.0K | 0.00% | +112+7.4% | Added |
| Ameritas Investment Partners, Inc. | 3,075 | $48.6K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,530 | $56.0K | 0.00% | −400−10.2% | Reduced |
| Aquatic Capital Management LLC | 4,867 | $76.9K | 0.00% | +467+10.6% | Added |
| New York State Common Retirement Fund | 6,050 | $95.7K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 6,376 | $100.8K | 0.00% | +6,376 | New |
| FMR LLC | 6,676 | $105.6K | 0.00% | −71−1.1% | Reduced |
| KLP Kapitalforvaltning AS | 7,200 | $113.8K | 0.00% | +7,200 | New |
| State of Wyoming | 9,121 | $144.2K | 0.02% | −2,952−24.5% | Reduced |
| Strategic Advisors LLC | 10,459 | $165.4K | 0.03% | +10,459 | New |
| Price T Rowe Associates Inc | 10,564 | $168.0K | 0.00% | +10,564 | New |
| Voya Investment Management LLC | 11,398 | $180.2K | 0.00% | −446−3.8% | Reduced |
| Vident Advisory, LLC | 11,585 | $183.2K | 0.00% | −1,321−10.2% | Reduced |
| Jane Street Group, LLC | 11,641 | $184.0K | 0.00% | −33,989−74.5% | Reduced |
| BNP Paribas Arbitrage, SA | 12,203 | $192.9K | 0.00% | −3,593−22.7% | Reduced |
| Two Sigma Advisers, LP | 12,500 | $197.6K | 0.00% | +2,300+22.5% | Added |
| Schonfeld Strategic Advisors LLC | 12,700 | $200.8K | 0.00% | +12,700 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,731 | $201.3K | 0.00% | +2,032+19.0% | Added |
| Equitable Holdings, Inc. | 12,741 | $201.4K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 12,800 | $202.4K | 0.00% | −2,200−14.7% | Reduced |
| Raymond James Financial Inc | 13,129 | $207.6K | 0.00% | +13,129 | New |
| Intech Investment Management LLC | 13,412 | $212.0K | 0.00% | +13,412 | New |
| Corebridge Financial, Inc. | 13,586 | $214.8K | 0.00% | −1,026−7.0% | Reduced |
| Susquehanna International Group, LLP | 13,915 | $220.0K | 0.00% | +996+7.7% | Added |
| Two Sigma Investments, LP | 14,085 | $222.7K | 0.00% | +14,085 | New |
| Deutsche Bank AG | 15,032 | $237.7K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 15,106 | $239.0K | 0.00% | +1,341+9.7% | Added |
| Crown Wealth Group, LLC | 15,500 | $245.1K | 0.10% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 15,511 | $245.2K | 0.00% | −1,440−8.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 15,682 | $247.9K | 0.00% | +684+4.6% | Added |
| Sequoia Financial Advisors, LLC | 16,137 | $255.1K | 0.00% | +115+0.7% | Added |
| MetLife Investment Management | 16,597 | $262.4K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 16,622 | $262.8K | 0.00% | −201−1.2% | Reduced |
| Hudson Capital Management LLC | 17,250 | $272.7K | 0.08% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 17,577 | $277.9K | 0.01% | 00.0% | Unchanged |
| Verition Fund Management LLC | 17,624 | $278.6K | 0.00% | +17,624 | New |
| Roundview Capital LLC | 17,687 | $279.6K | 0.02% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 17,955 | $284.1K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 20,675 | $326.9K | 0.03% | 00.0% | Unchanged |
| HRT Financial LP | 20,714 | $327.0K | 0.00% | −10,088−32.8% | Reduced |
| Wells Fargo & Company | 22,343 | $353.2K | 0.00% | +8,542+61.9% | Added |
| Commonwealth Equity Services, LLC | 22,700 | $359.0K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 21,000 | $382.8K | 0.37% | +21,000 | New |
| California State Teachers Retirement System | 29,040 | $459.1K | 0.00% | −386−1.3% | Reduced |
| Marshall Wace, LLP | 29,095 | $460.0K | 0.00% | +14,514+99.5% | Added |
| HSBC Holdings PLC | 29,979 | $474.3K | 0.00% | +29,979 | New |
| Creative Planning | 31,210 | $493.4K | 0.00% | +3,495+12.6% | Added |
| Citigroup Inc | 32,406 | $512.3K | 0.00% | +3,078+10.5% | Added |
| Great West Life Assurance Co | 32,638 | $516.0K | 0.00% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 33,119 | $523.6K | 0.01% | −14,727−30.8% | Reduced |
| Minerva Advisors LLC | 33,794 | $534.3K | 0.31% | 00.0% | Unchanged |
| Legal & General Group Plc | 34,701 | $548.6K | 0.00% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 36,556 | $578.0K | 0.14% | +36,556 | New |
| Alliancebernstein L.P. | 37,160 | $587.5K | 0.00% | −3,190−7.9% | Reduced |
| UBS Group AG | 37,825 | $598.0K | 0.00% | +13,437+55.1% | Added |
| Invesco Ltd. | 42,839 | $677.3K | 0.00% | +892+2.1% | Added |
| Rhumbline Advisers | 44,777 | $707.9K | 0.00% | +406+0.9% | Added |
| Bank of America Corp | 49,624 | $784.6K | 0.00% | +12,992+35.5% | Added |
| Barclays PLC | 53,605 | $847.5K | 0.00% | +4,153+8.4% | Added |
| American Century Companies Inc | 56,886 | $899.4K | 0.00% | +5,122+9.9% | Added |
| Swiss National Bank | 62,288 | $984.8K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 70,127 | $1.11M | 0.00% | +56,811+426.6% | Added |
| UBS Asset Management Americas Inc | 79,576 | $1.26M | 0.00% | +7,421+10.3% | Added |
| Norges Bank | 82,164 | $1.30M | 0.00% | −14,732−15.2% | Reduced |
| Nuveen Asset Management, LLC | 83,288 | $1.32M | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 85,096 | $1.35M | 0.00% | +19,460+29.6% | Added |
| JPMorgan Chase & Co | 93,330 | $1.48M | 0.00% | +61,369+192.0% | Added |
| First Trust Advisors LP | 98,412 | $1.56M | 0.00% | −179−0.2% | Reduced |