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, Q2 2025
Institutional positions in Columbia Financial, Inc. as of Jun 30, 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
- 122
- +3 vs. Q1 2025
- Shares held
- 13.5M
- +69.7K (+0.5%) vs. Q1 2025
- Total value
- $195.8M
- −$5.57M (−2.8%) vs. Q1 2025
- New holders
- 19
- 47 more added
- Sold out
- 16
- 34 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Columbia Financial, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 6 | $0 | 0.00% | −1−14.3% | Reduced |
| Bay Harbor Wealth Management, LLC | 3 | $43 | 0.00% | +1+50.0% | Added |
| Farther Finance Advisors, LLC | 4 | $58 | 0.00% | −1−20.0% | Reduced |
| Rialto Wealth Management, LLC | 4 | $59 | 0.00% | +4 | New |
| HFM Investment Advisors, LLC | 8 | $116 | 0.00% | +5+166.7% | Added |
| The PNC Financial Services Group, Inc. | 9 | $131 | 0.00% | −73−89.0% | Reduced |
| Private Wealth Asset Management, LLC | 9 | $131 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 10 | $145 | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 16 | $233 | 0.00% | −5−23.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 16 | $233 | 0.00% | +3+23.1% | Added |
| Parkworth Wealth Management, Inc. | 22 | $319 | 0.00% | +19+633.3% | Added |
| Nisa Investment Advisors, LLC | 23 | $334 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 23 | $337 | 0.00% | −183−88.8% | Reduced |
| True Wealth Design, LLC | 25 | $363 | 0.00% | +13+108.3% | Added |
| Fortitude Family Office, LLC | 27 | $392 | 0.00% | +27 | New |
| Essential Partners LLC | 32 | $464 | 0.00% | +32 | New |
| Rothschild Investment LLC | 65 | $943 | 0.00% | +65 | New |
| JFS Wealth Advisors, LLC | 66 | $958 | 0.00% | +10+17.9% | Added |
| Hemington Wealth Management | 83 | $1.00K | 0.00% | −30−26.5% | Reduced |
| Parkside Financial Bank & Trust | 70 | $1.01K | 0.00% | +70 | New |
| Comerica Bank | 76 | $1.10K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 93 | $1.35K | 0.00% | −79−45.9% | Reduced |
| MAI Capital Management | 99 | $1.44K | 0.00% | +99 | New |
| Russell Investments Group, Ltd. | 108 | $1.57K | 0.00% | −245−69.4% | Reduced |
| Larson Financial Group LLC | 154 | $2.23K | 0.00% | +154 | New |
| US Bancorp | 213 | $3.09K | 0.00% | −299−58.4% | Reduced |
| Parallel Advisors, LLC | 247 | $3.58K | 0.00% | −1,768−87.7% | Reduced |
| SRS Capital Advisors, Inc. | 321 | $4.66K | 0.00% | +321 | New |
| Allworth Financial LP | 656 | $9.52K | 0.00% | +58+9.7% | Added |
| IFP Advisors, Inc | 402 | $10.0K | 0.00% | −91−18.5% | Reduced |
| Sterling Capital Management LLC | 695 | $10.1K | 0.00% | +248+55.5% | Added |
| Versant Capital Management, Inc | 765 | $11.1K | 0.00% | −39−4.9% | Reduced |
| Signaturefd, LLC | 803 | $11.7K | 0.00% | −834−50.9% | Reduced |
| EverSource Wealth Advisors, LLC | 1,048 | $15.2K | 0.00% | −30−2.8% | Reduced |
| Amalgamated Bank | 1,149 | $17.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,963 | $28.0K | 0.00% | +397+25.4% | Added |
| Tower Research Capital LLC (TRC) | 3,036 | $44.1K | 0.00% | −1,521−33.4% | Reduced |
| Ameritas Investment Partners, Inc. | 3,075 | $44.6K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 6,050 | $87.8K | 0.00% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 6,126 | $88.9K | 0.05% | +6,126 | New |
| Advisor Group Holdings, Inc. | 6,239 | $90.6K | 0.00% | +101+1.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 6,376 | $92.5K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,003 | $101.6K | 0.00% | −1,064−13.2% | Reduced |
| KLP Kapitalforvaltning AS | 7,200 | $104.5K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 7,647 | $111.0K | 0.00% | −5,432−41.5% | Reduced |
| Aquatic Capital Management LLC | 7,773 | $112.8K | 0.00% | −1,210−13.5% | Reduced |
| Quest Partners LLC | 9,715 | $141.0K | 0.01% | +9,715 | New |
| Resources Investment Advisors, LLC. | 10,096 | $146.5K | 0.00% | −19−0.2% | Reduced |
| Voya Investment Management LLC | 10,120 | $146.8K | 0.00% | +10,120 | New |
| FMR LLC | 10,436 | $151.4K | 0.00% | −698−6.3% | Reduced |
| Strategic Advisors LLC | 10,459 | $151.8K | 0.03% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 10,795 | $156.6K | 0.00% | −12,666−54.0% | Reduced |
| Jane Street Group, LLC | 10,856 | $157.5K | 0.00% | −54,322−83.3% | Reduced |
| Kestra Advisory Services, LLC | 11,823 | $171.6K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 11,867 | $172.2K | 0.00% | −7,242−37.9% | Reduced |
| Price T Rowe Associates Inc | 12,473 | $181.0K | 0.00% | +811+7.0% | Added |
| Raymond James Financial Inc | 13,129 | $190.5K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 14,275 | $207.1K | 0.00% | −3,302−18.8% | Reduced |
| Roundview Capital LLC | 14,385 | $208.7K | 0.01% | −3,302−18.7% | Reduced |
| AQR Capital Management LLC | 14,729 | $213.7K | 0.00% | +14,729 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 14,897 | $216.2K | 0.00% | −1,487−9.1% | Reduced |
| Occudo Quantitative Strategies LP | 15,093 | $219.0K | 0.02% | +3,274+27.7% | Added |
| Crown Wealth Group, LLC | 15,500 | $224.9K | 0.08% | 00.0% | Unchanged |
| Hudson Capital Management LLC | 15,632 | $226.8K | 0.06% | 00.0% | Unchanged |
| Roxbury Financial LLC | 16,000 | $232.2K | 0.23% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 16,070 | $233.2K | 0.00% | +41+0.3% | Added |
| MetLife Investment Management | 16,126 | $234.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 17,915 | $260.0K | 0.00% | −2,817−13.6% | Reduced |
| Janus Henderson Group PLC | 17,955 | $260.3K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 17,949 | $260.4K | 0.00% | +1,342+8.1% | Added |
| Wells Fargo & Company | 18,723 | $271.7K | 0.00% | −3,979−17.5% | Reduced |
| PDT Partners, LLC | 20,585 | $298.7K | 0.02% | −10,167−33.1% | Reduced |
| Deutsche Bank AG | 20,924 | $303.6K | 0.00% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 22,330 | $324.0K | 0.00% | +8,444+60.8% | Added |
| Verition Fund Management LLC | 22,824 | $331.2K | 0.00% | +22,824 | New |
| Quantinno Capital Management LP | 23,297 | $338.0K | 0.00% | +13,171+130.1% | Added |
| HRT Financial LP | 23,365 | $339.0K | 0.00% | +4,985+27.1% | Added |
| SeaCrest Wealth Management, LLC | 24,100 | $349.7K | 0.04% | +3,425+16.6% | Added |
| Dynamic Technology Lab Private Ltd | 24,279 | $353.0K | 0.05% | +24,279 | New |
| Millennium Management LLC | 25,084 | $364.0K | 0.00% | +25,084 | New |
| Amundi | 24,130 | $366.1K | 0.00% | +24,130 | New |
| California State Teachers Retirement System | 29,040 | $421.4K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 32,638 | $474.0K | 0.00% | 00.0% | Unchanged |
| Minerva Advisors LLC | 33,794 | $490.4K | 0.32% | 00.0% | Unchanged |
| Legal & General Group Plc | 34,035 | $493.8K | 0.00% | +1,992+6.2% | Added |
| Engineers Gate Manager LP | 34,207 | $496.3K | 0.01% | +34,207 | New |
| Invesco Ltd. | 40,957 | $594.3K | 0.00% | +1,086+2.7% | Added |
| Susquehanna International Group, LLP | 41,564 | $603.1K | 0.00% | +1,132+2.8% | Added |
| Los Angeles Capital Management LLC | 41,682 | $604.8K | 0.00% | +41,682 | New |
| Rhumbline Advisers | 43,273 | $627.9K | 0.00% | +413+1.0% | Added |
| Alliancebernstein L.P. | 43,950 | $637.7K | 0.00% | +6,780+18.2% | Added |
| Bank of America Corp | 44,163 | $640.8K | 0.00% | +3,967+9.9% | Added |
| Two Sigma Advisers, LP | 45,100 | $654.4K | 0.00% | +21,100+87.9% | Added |
| Peapack Gladstone Financial Corp | 49,150 | $713.0K | 0.01% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 53,689 | $779.0K | 0.00% | +23,420+77.4% | Added |
| Barclays PLC | 60,173 | $873.1K | 0.00% | +21,359+55.0% | Added |
| Two Sigma Investments, LP | 60,354 | $875.7K | 0.00% | +20,996+53.3% | Added |
| Swiss National Bank | 60,888 | $883.5K | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 66,491 | $964.8K | 0.00% | +4,080+6.5% | Added |
| Congress Wealth Management LLC | 70,113 | $1.02M | 0.01% | −2,000−2.8% | Reduced |