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 2025
Institutional positions in Columbia Financial, Inc. as of Mar 31, 2025. 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
- 121
- +10 vs. Q4 2024
- Shares held
- 13.5M
- +219.0K (+1.7%) vs. Q4 2024
- Total value
- $201.9M
- −$7.45M (−3.6%) vs. Q4 2024
- New holders
- 19
- 40 more added
- Sold out
- 9
- 40 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Columbia Financial, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 18 | $0 | 0.00% | +18 | New |
| Bay Harbor Wealth Management, LLC | 2 | $30 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 3 | $45 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $45 | 0.00% | +3 | New |
| Farther Finance Advisors, LLC | 5 | $74 | 0.00% | +3+150.0% | Added |
| Private Wealth Asset Management, LLC | 9 | $135 | 0.00% | +9 | New |
| True Wealth Design, LLC | 12 | $180 | 0.00% | +12 | New |
| DiNuzzo Private Wealth, Inc. | 13 | $195 | 0.00% | −6−31.6% | Reduced |
| Global Financial Private Client, LLC | 19 | $285 | 0.00% | +13+216.7% | Added |
| SJS Investment Consulting Inc. | 21 | $315 | 0.00% | −3−12.5% | Reduced |
| Nisa Investment Advisors, LLC | 23 | $345 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 56 | $840 | 0.00% | −2−3.4% | Reduced |
| Hemington Wealth Management | 113 | $1.00K | 0.00% | +61+117.3% | Added |
| Comerica Bank | 76 | $1.14K | 0.00% | −91−54.5% | Reduced |
| The PNC Financial Services Group, Inc. | 82 | $1.23K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 91 | $1.36K | 0.00% | +91 | New |
| Private Wealth Management Group, LLC | 98 | $1.47K | 0.00% | +98 | New |
| GAMMA Investing LLC | 172 | $2.58K | 0.00% | +110+177.4% | Added |
| Massmutual Trust Co FSB | 172 | $2.58K | 0.00% | +172 | New |
| Smartleaf Asset Management LLC | 206 | $3.12K | 0.00% | −17−7.6% | Reduced |
| Coldstream Capital Management Inc | 296 | $4.44K | 0.00% | +296 | New |
| Russell Investments Group, Ltd. | 353 | $5.29K | 0.00% | −250−41.5% | Reduced |
| Clear Street Markets LLC | 360 | $5.40K | 0.00% | +360 | New |
| Lindbrook Capital, LLC | 388 | $5.82K | 0.00% | +254+189.6% | Added |
| Sterling Capital Management LLC | 447 | $6.71K | 0.00% | −381−46.0% | Reduced |
| IFP Advisors, Inc | 493 | $7.61K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 512 | $7.68K | 0.00% | +171+50.1% | Added |
| Allworth Financial LP | 598 | $8.31K | 0.00% | +98+19.6% | Added |
| Ronald Blue Trust, Inc. | 575 | $8.63K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 585 | $8.78K | 0.00% | +362+162.3% | Added |
| Versant Capital Management, Inc | 804 | $12.1K | 0.00% | +1+0.1% | Added |
| EverSource Wealth Advisors, LLC | 1,078 | $16.2K | 0.00% | +665+161.0% | Added |
| Amalgamated Bank | 1,149 | $17.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,566 | $23.0K | 0.00% | −67−4.1% | Reduced |
| Signaturefd, LLC | 1,637 | $24.6K | 0.00% | +723+79.1% | Added |
| Parallel Advisors, LLC | 2,015 | $30.2K | 0.00% | +532+35.9% | Added |
| Royal Bank of Canada | 2,955 | $44.0K | 0.00% | −575−16.3% | Reduced |
| Ameritas Investment Partners, Inc. | 3,075 | $46.1K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 3,528 | $52.9K | 0.01% | −5,593−61.3% | Reduced |
| Tower Research Capital LLC (TRC) | 4,557 | $68.4K | 0.00% | +3,416+299.4% | Added |
| New York State Common Retirement Fund | 6,050 | $90.8K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 6,138 | $92.1K | 0.00% | +5,896+2,436.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 6,376 | $95.6K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 7,200 | $108.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,067 | $121.0K | 0.00% | −4,664−36.6% | Reduced |
| Aquatic Capital Management LLC | 8,983 | $134.7K | 0.00% | +4,116+84.6% | Added |
| Resources Investment Advisors, LLC. | 10,115 | $151.7K | 0.00% | +10,115 | New |
| Quantinno Capital Management LP | 10,126 | $151.9K | 0.00% | +10,126 | New |
| Strategic Advisors LLC | 10,459 | $156.9K | 0.03% | 00.0% | Unchanged |
| FMR LLC | 11,134 | $167.0K | 0.00% | +4,458+66.8% | Added |
| Price T Rowe Associates Inc | 11,662 | $175.0K | 0.00% | +1,098+10.4% | Added |
| Vident Advisory, LLC | 11,815 | $177.2K | 0.00% | +230+2.0% | Added |
| Kestra Advisory Services, LLC | 11,823 | $177.3K | 0.00% | −977−7.6% | Reduced |
| Occudo Quantitative Strategies LP | 11,819 | $179.2K | 0.02% | +11,819 | New |
| Equitable Holdings, Inc. | 12,741 | $191.1K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 13,079 | $196.0K | 0.00% | −2,027−13.4% | Reduced |
| Raymond James Financial Inc | 13,129 | $196.9K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 13,387 | $200.8K | 0.00% | −199−1.5% | Reduced |
| Rafferty Asset Management, LLC | 13,886 | $208.3K | 0.00% | −1,625−10.5% | Reduced |
| Two Sigma Securities, LLC | 15,150 | $227.3K | 0.03% | +15,150 | New |
| Crown Wealth Group, LLC | 15,500 | $232.5K | 0.12% | 00.0% | Unchanged |
| Hudson Capital Management LLC | 15,632 | $234.5K | 0.07% | −1,618−9.4% | Reduced |
| Sequoia Financial Advisors, LLC | 16,029 | $240.4K | 0.00% | −108−0.7% | Reduced |
| MetLife Investment Management | 16,126 | $241.9K | 0.00% | −471−2.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 16,384 | $245.8K | 0.00% | +702+4.5% | Added |
| Manufacturers Life Insurance Company, The | 16,607 | $249.1K | 0.00% | −15−0.1% | Reduced |
| Roxbury Financial LLC | 16,000 | $253.9K | 0.25% | −5,000−23.8% | Reduced |
| Bryn Mawr Trust Co | 17,577 | $263.7K | 0.00% | 00.0% | Unchanged |
| Roundview Capital LLC | 17,687 | $265.3K | 0.02% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 17,955 | $272.5K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 18,380 | $275.0K | 0.00% | −2,334−11.3% | Reduced |
| Intech Investment Management LLC | 19,109 | $286.6K | 0.00% | +5,697+42.5% | Added |
| SeaCrest Wealth Management, LLC | 20,675 | $310.1K | 0.04% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 20,732 | $311.0K | 0.00% | −1,968−8.7% | Reduced |
| Deutsche Bank AG | 20,924 | $313.9K | 0.00% | +5,892+39.2% | Added |
| Wells Fargo & Company | 22,702 | $340.5K | 0.00% | +359+1.6% | Added |
| BNP Paribas Arbitrage, SA | 23,461 | $351.9K | 0.00% | +11,258+92.3% | Added |
| Two Sigma Advisers, LP | 24,000 | $360.0K | 0.00% | +11,500+92.0% | Added |
| California State Teachers Retirement System | 29,040 | $435.6K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 30,044 | $450.7K | 0.00% | −2,362−7.3% | Reduced |
| Squarepoint Ops LLC | 30,269 | $454.0K | 0.00% | +30,269 | New |
| PDT Partners, LLC | 30,752 | $461.3K | 0.03% | +30,752 | New |
| Legal & General Group Plc | 32,043 | $480.6K | 0.00% | −2,658−7.7% | Reduced |
| Great West Life Assurance Co | 32,638 | $491.0K | 0.00% | 00.0% | Unchanged |
| Minerva Advisors LLC | 33,794 | $506.9K | 0.36% | 00.0% | Unchanged |
| Marshall Wace, LLP | 36,898 | $553.5K | 0.00% | +7,803+26.8% | Added |
| Delta Financial Group, Inc. | 36,056 | $554.0K | 0.13% | −500−1.4% | Reduced |
| Alliancebernstein L.P. | 37,170 | $557.5K | 0.00% | +100.0% | Added |
| Barclays PLC | 38,814 | $582.2K | 0.00% | −14,791−27.6% | Reduced |
| Two Sigma Investments, LP | 39,358 | $590.4K | 0.00% | +25,273+179.4% | Added |
| Invesco Ltd. | 39,871 | $598.1K | 0.00% | −2,968−6.9% | Reduced |
| Bank of America Corp | 40,196 | $602.9K | 0.00% | −9,428−19.0% | Reduced |
| Susquehanna International Group, LLP | 40,432 | $606.5K | 0.00% | +26,517+190.6% | Added |
| Rhumbline Advisers | 42,860 | $642.9K | 0.00% | −1,917−4.3% | Reduced |
| Norges Bank | 45,590 | $683.9K | 0.00% | −36,574−44.5% | Reduced |
| Peapack Gladstone Financial Corp | 49,150 | $737.0K | 0.01% | +49,150 | New |
| Creative Planning | 52,401 | $786.0K | 0.00% | +21,191+67.9% | Added |
| Swiss National Bank | 60,888 | $913.3K | 0.00% | −1,400−2.2% | Reduced |
| American Century Companies Inc | 62,411 | $936.2K | 0.00% | +5,525+9.7% | Added |