Luther Burbank Corp
LBCDelisted Feb 29, 2024- Industry
- State Commercial Banks
- SEC CIK
- 0001475348
Luther Burbank Corp was delisted on Feb 29, 2024; its insiders filed their last Form 4 on Mar 1, 2024; 66 institutions reported holding it in 13F filings for Q4 2023, worth $81.7M in total; no superinvestor held it.
13F holders, Q4 2022
Institutional positions in Luther Burbank Corp as of Dec 31, 2022. 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
- 69
- +1 vs. Q3 2022
- Shares held
- 7.12M
- +67.6K (+1.0%) vs. Q3 2022
- Total value
- $79.1M
- −$2.84M (−3.5%) vs. Q3 2022
- New holders
- 11
- 24 more added
- Sold out
- 10
- 20 more reduced
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting LBC 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 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 0 | $0 |
| Q2 2025 | 0 | $0 |
| Q1 2025 | 0 | $0 |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 1 | $222.2K |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 66 | $81.7M |
| Q3 2023 | 68 | $61.8M |
| Q2 2023 | 70 | $68.1M |
| Q1 2023 | 70 | $67.2M |
| Q4 2022 | 69 | $79.1M |
| Q3 2022 | 68 | $82.0M |
| Q2 2022 | 74 | $93.2M |
| Q1 2022 | 70 | $95.7M |
| Q4 2021 | 69 | $105.9M |
| Q3 2021 | 70 | $103.1M |
| Q2 2021 | 65 | $91.2M |
| Q1 2021 | 68 | $96.5M |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Luther Burbank Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,234,199 | $13.7M | 0.00% | +61,719+5.3% | Added |
| Dimensional Fund Advisors LP | 867,803 | $9.64M | 0.00% | +36,491+4.4% | Added |
| Hotchkis & Wiley Capital Management LLC | 617,339 | $6.86M | 0.03% | +7,600+1.2% | Added |
| Vanguard Group Inc | 567,385 | $6.30M | 0.00% | +11,274+2.0% | Added |
| Bridgeway Capital Management, LLC | 442,097 | $4.91M | 0.13% | 00.0% | Unchanged |
| State Street Corp | 346,788 | $3.85M | 0.00% | −3,914−1.1% | Reduced |
| Foundry Partners, LLC | 277,000 | $3.08M | 0.17% | −175−0.1% | Reduced |
| Geode Capital Management, LLC | 264,142 | $2.93M | 0.00% | +458+0.2% | Added |
| Maltese Capital Management LLC | 258,135 | $2.87M | 0.80% | −121,865−32.1% | Reduced |
| Renaissance Technologies LLC | 256,668 | $2.85M | 0.00% | −2,582−1.0% | Reduced |
| Bank of New York Mellon Corp | 231,800 | $2.58M | 0.00% | +73,848+46.8% | Added |
| Boston Partners | 223,009 | $2.48M | 0.00% | −13,169−5.6% | Reduced |
| Northern Trust Corp | 207,663 | $2.31M | 0.00% | −1,306−0.6% | Reduced |
| Goldman Sachs Group Inc | 125,180 | $1.39M | 0.00% | −12,203−8.9% | Reduced |
| Bank of America Corp | 97,114 | $1.08M | 0.00% | +3,972+4.3% | Added |
| Charles Schwab Investment Management Inc | 86,605 | $962.2K | 0.00% | +1,950+2.3% | Added |
| American Century Companies Inc | 76,956 | $855.0K | 0.00% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 71,512 | $794.5K | 0.03% | +71,512 | New |
| LSV Asset Management | 67,800 | $753.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 58,978 | $655.2K | 0.00% | +58,978 | New |
| Morgan Stanley | 56,871 | $631.8K | 0.00% | +21,831+62.3% | Added |
| JPMorgan Chase & Co | 54,250 | $603.0K | 0.00% | −74,395−57.8% | Reduced |
| STRS Ohio | 43,600 | $484.0K | 0.00% | 00.0% | Unchanged |
| Becker Capital Management Inc | 42,560 | $472.8K | 0.02% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 41,200 | $457.7K | 0.00% | +10,600+34.6% | Added |
| Swiss National Bank | 37,000 | $411.1K | 0.00% | +1,500+4.2% | Added |
| Janney Montgomery Scott LLC | 31,330 | $348.0K | 0.00% | +31,330 | New |
| Two Sigma Investments, LP | 30,617 | $340.2K | 0.00% | +13,817+82.2% | Added |
| Wolverine Asset Management LLC | 28,091 | $312.1K | 0.00% | +28,091 | New |
| Alliancebernstein L.P. | 27,200 | $302.2K | 0.00% | +900+3.4% | Added |
| Buckingham Strategic Wealth, LLC | 26,479 | $294.2K | 0.01% | −5,959−18.4% | Reduced |
| Wells Fargo & Company | 25,504 | $283.3K | 0.00% | +4,120+19.3% | Added |
| Virtu Financial LLC | 25,442 | $283.0K | 0.04% | +25,442 | New |
| Ameriprise Financial Inc | 23,383 | $260.0K | 0.00% | −5,043−17.7% | Reduced |
| Rhumbline Advisers | 23,233 | $258.0K | 0.00% | −207−0.9% | Reduced |
| Nuveen Asset Management, LLC | 21,563 | $240.0K | 0.00% | −11,500−34.8% | Reduced |
| Bellecapital International Ltd. | 21,583 | $239.8K | 0.07% | 00.0% | Unchanged |
| California State Teachers Retirement System | 19,248 | $213.8K | 0.00% | +203+1.1% | Added |
| State Board of Administration of Florida Retirement System | 17,262 | $191.8K | 0.00% | +490+2.9% | Added |
| UBS Group AG | 15,214 | $169.0K | 0.00% | +8,570+129.0% | Added |
| Invesco Ltd. | 14,932 | $165.9K | 0.00% | +14,932 | New |
| Barclays PLC | 14,279 | $158.6K | 0.00% | +3,192+28.8% | Added |
| Denali Advisors LLC | 11,700 | $130.0K | 0.05% | 00.0% | Unchanged |
| Credit Suisse AG | 10,498 | $116.6K | 0.00% | −2,779−20.9% | Reduced |
| Russell Investments Group, Ltd. | 9,900 | $110.0K | 0.00% | +9,900 | New |
| New York State Common Retirement Fund | 9,715 | $107.9K | 0.00% | −20−0.2% | Reduced |
| MetLife Investment Management | 7,908 | $87.9K | 0.00% | +7,908 | New |
| American International Group, Inc. | 7,022 | $78.0K | 0.00% | −25−0.4% | Reduced |
| Deutsche Bank AG | 6,515 | $72.4K | 0.00% | +98+1.5% | Added |
| Great West Life Assurance Co | 5,198 | $58.0K | 0.00% | +2,494+92.2% | Added |
| Legal & General Group Plc | 5,158 | $57.3K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5,000 | $55.5K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,955 | $55.0K | 0.00% | +2,918+143.2% | Added |
| Citigroup Inc | 4,312 | $47.9K | 0.00% | +1,866+76.3% | Added |
| Rockefeller Capital Management L.P. | 3,531 | $39.0K | 0.00% | −2,190−38.3% | Reduced |
| Royal Bank of Canada | 2,181 | $25.0K | 0.00% | +2,000+1,105.0% | Added |
| Amalgamated Bank | 1,910 | $21.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,705 | $19.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,113 | $12.6K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 933 | $10.4K | 0.00% | +933 | New |
| Tower Research Capital LLC (TRC) | 851 | $9.00K | 0.00% | −3,250−79.2% | Reduced |
| BNP Paribas Arbitrage, SA | 785 | $8.72K | 0.00% | −250−24.2% | Reduced |
| Advisor Group Holdings, Inc. | 340 | $4.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 300 | $3.33K | 0.00% | +300 | New |
| Covestor Ltd | 279 | $3.00K | 0.00% | +141+102.2% | Added |
| FMR LLC | 157 | $1.74K | 0.00% | −214−57.7% | Reduced |
| Glassman Wealth Services | 120 | $1.33K | 0.00% | −4−3.2% | Reduced |
| ClariVest Asset Management LLC | 108 | $1.00K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 100 | $1.00K | 0.00% | +100 | New |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −55,000−100.0% | Sold out |
| Seizert Capital Partners, LLC | 0 | $0 | 0.00% | −32,807−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −29,379−100.0% | Sold out |
| Zebra Capital Management LLC | 0 | $0 | 0.00% | −19,428−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −19,402−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −11,388−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −11,227−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −8,425−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −3,911−100.0% | Sold out |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −1,816−100.0% | Sold out |