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 2026
Institutional positions in Columbia Financial, Inc. as of Mar 31, 2026. 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
- 125
- −1 vs. Q4 2025
- Shares held
- 13.3M
- +2.78M (+26.4%) vs. Q4 2025
- Total value
- $233.1M
- +$69.4M (+42.4%) vs. Q4 2025
- New holders
- 18
- 35 more added
- Sold out
- 19
- 41 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Columbia Financial, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $17 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $53 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $88 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 9 | $158 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 10 | $176 | 0.00% | +10 | New |
| True Wealth Design, LLC | 27 | $473 | 0.00% | +1+3.8% | Added |
| Advisory Services Network, LLC | 31 | $543 | 0.00% | +31 | New |
| UMA Financial Services, Inc. | 35 | $613 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 38 | $666 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 52 | $911 | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 53 | $928 | 0.00% | −1,186−95.7% | Reduced |
| Avion Wealth | 107 | $1.00K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 93 | $1.00K | 0.00% | +93 | New |
| Torren Management, LLC | 66 | $1.16K | 0.00% | −12−15.4% | Reduced |
| Parkside Financial Bank & Trust | 70 | $1.23K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 76 | $1.33K | 0.00% | +76 | New |
| Rothschild Investment LLC | 83 | $1.45K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 83 | $1.45K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 123 | $2.13K | 0.00% | +35+39.8% | Added |
| Root Financial Partners, LLC | 133 | $2.33K | 0.00% | +69+107.8% | Added |
| Essential Partners LLC | 162 | $2.84K | 0.00% | −149−47.9% | Reduced |
| Optiver Holding B.V. | 162 | $2.84K | 0.00% | +32+24.6% | Added |
| GAMMA Investing LLC | 191 | $3.34K | 0.00% | +26+15.8% | Added |
| Farther Finance Advisors, LLC | 238 | $4.18K | 0.00% | −4−1.7% | Reduced |
| US Bancorp | 265 | $4.64K | 0.00% | +66+33.2% | Added |
| Larson Financial Group LLC | 344 | $6.02K | 0.00% | −50−12.7% | Reduced |
| Bare Financial Services, Inc | 398 | $6.97K | 0.00% | +312+362.8% | Added |
| SRS Capital Advisors, Inc. | 1,072 | $8.98K | 0.00% | +620+137.2% | Added |
| IFP Advisors, Inc | 557 | $9.75K | 0.00% | +1+0.2% | Added |
| Versant Capital Management, Inc | 682 | $11.9K | 0.00% | +87+14.6% | Added |
| Parallel Advisors, LLC | 719 | $12.6K | 0.00% | −52−6.7% | Reduced |
| Nisa Investment Advisors, LLC | 762 | $13.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 777 | $13.6K | 0.00% | −22−2.8% | Reduced |
| EverSource Wealth Advisors, LLC | 837 | $14.7K | 0.00% | +659+370.2% | Added |
| Sterling Capital Management LLC | 854 | $15.0K | 0.00% | −621−42.1% | Reduced |
| Royal Bank of Canada | 881 | $15.0K | 0.00% | −160−15.4% | Reduced |
| Signaturefd, LLC | 1,104 | $19.3K | 0.00% | −139−11.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,634 | $28.6K | 0.00% | +1,634 | New |
| Ameritas Investment Partners, Inc. | 2,273 | $39.8K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 2,486 | $43.5K | 0.01% | +2,486 | New |
| Russell Investments Group, Ltd. | 2,505 | $43.9K | 0.00% | −1,675−40.1% | Reduced |
| CWM, LLC | 2,730 | $47.8K | 0.00% | +86+3.3% | Added |
| Tower Research Capital LLC (TRC) | 3,147 | $55.1K | 0.00% | +1,336+73.8% | Added |
| Great West Life Assurance Co | 3,743 | $66.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 3,910 | $68.5K | 0.01% | −5,231−57.2% | Reduced |
| State of Alaska, Department of Revenue | 4,433 | $77.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 5,723 | $100.2K | 0.00% | +1,280+28.8% | Added |
| New York State Common Retirement Fund | 6,050 | $105.9K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 6,307 | $110.4K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 7,200 | $126.1K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 8,806 | $154.2K | 0.00% | −6,026−40.6% | Reduced |
| Vanguard Investments Australia, Ltd. | 8,822 | $154.5K | 0.00% | +8,822 | New |
| Strategic Advisors LLC | 10,459 | $183.1K | 0.03% | 00.0% | Unchanged |
| Wells Fargo & Company | 10,504 | $183.9K | 0.00% | −20,198−65.8% | Reduced |
| Mariner, LLC | 10,601 | $185.6K | 0.00% | +10,601 | New |
| SEI Investments Co | 10,670 | $186.8K | 0.00% | −49−0.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 11,020 | $193.0K | 0.01% | +192+1.8% | Added |
| Vanguard Global Advisers, LLC | 11,240 | $196.8K | 0.00% | +11,240 | New |
| Kestra Advisory Services, LLC | 11,873 | $207.9K | 0.00% | +50+0.4% | Added |
| Barclays PLC | 12,087 | $211.6K | 0.00% | −36,714−75.2% | Reduced |
| Aigen Investment Management, LP | 12,667 | $221.8K | 0.06% | +12,667 | New |
| Rafferty Asset Management, LLC | 12,825 | $224.6K | 0.00% | −5,183−28.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 12,943 | $226.6K | 0.00% | +306+2.4% | Added |
| Raymond James Financial Inc | 13,129 | $229.9K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 13,201 | $231.2K | 0.00% | +847+6.9% | Added |
| Roundview Capital LLC | 14,385 | $251.9K | 0.02% | 00.0% | Unchanged |
| Hudson Capital Management LLC | 14,632 | $256.2K | 0.07% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 15,204 | $266.2K | 0.00% | −982−6.1% | Reduced |
| Crown Wealth Group, LLC | 15,500 | $271.4K | 0.08% | 00.0% | Unchanged |
| Roxbury Financial LLC | 15,900 | $278.4K | 0.25% | −100−0.6% | Reduced |
| MetLife Investment Management | 16,126 | $282.4K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 16,194 | $283.6K | 0.00% | −346−2.1% | Reduced |
| Sequoia Financial Advisors, LLC | 16,365 | $286.6K | 0.00% | −121−0.7% | Reduced |
| Susquehanna International Group, LLP | 17,069 | $298.9K | 0.00% | +17,069 | New |
| Engineers Gate Manager LP | 17,865 | $312.8K | 0.00% | +16+0.1% | Added |
| Janus Henderson Group PLC | 17,955 | $314.6K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 18,608 | $326.0K | 0.00% | +2,502+15.5% | Added |
| Numerai GP LLC | 19,977 | $349.8K | 0.04% | −1,060−5.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 20,824 | $364.6K | 0.00% | +8,702+71.8% | Added |
| Deutsche Bank AG | 21,149 | $370.3K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 23,950 | $415.1K | 0.00% | −52,725−68.8% | Reduced |
| Vanguard Asset Management, Ltd | 23,857 | $417.7K | 0.00% | +23,857 | New |
| SeaCrest Wealth Management, LLC | 24,100 | $422.0K | 0.05% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 25,300 | $443.0K | 0.00% | −15,757−38.4% | Reduced |
| Legal & General Group Plc | 28,389 | $497.1K | 0.00% | −8,945−24.0% | Reduced |
| California State Teachers Retirement System | 28,533 | $499.6K | 0.00% | −203−0.7% | Reduced |
| AQR Capital Management LLC | 32,903 | $576.1K | 0.00% | +6,872+26.4% | Added |
| Minerva Advisors LLC | 33,794 | $591.7K | 0.38% | 00.0% | Unchanged |
| Invesco Ltd. | 33,967 | $594.8K | 0.00% | −743−2.1% | Reduced |
| Alliancebernstein L.P. | 39,570 | $614.9K | 0.00% | −8,640−17.9% | Reduced |
| Rhumbline Advisers | 35,292 | $618.0K | 0.00% | −575−1.6% | Reduced |
| Gator Capital Management, LLC | 48,015 | $840.7K | 0.18% | +48,015 | New |
| Bank of America Corp | 48,450 | $848.4K | 0.00% | +3,798+8.5% | Added |
| Peapack Gladstone Financial Corp | 49,150 | $861.0K | 0.01% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 53,279 | $932.9K | 0.00% | −25,633−32.5% | Reduced |
| Quantinno Capital Management LP | 55,718 | $975.6K | 0.00% | +3,695+7.1% | Added |
| Citadel Advisors LLC | 58,927 | $1.03M | 0.00% | −64,173−52.1% | Reduced |
| Swiss National Bank | 60,888 | $1.07M | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 66,923 | $1.17M | 0.00% | −9,408−12.3% | Reduced |