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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, Q2 2023

Institutional positions in Luther Burbank Corp as of Jun 30, 2023. 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
70
0 vs. Q1 2023
Shares held
7.63M
+547.3K (+7.7%) vs. Q1 2023
Total value
$68.1M
+$912.7K (+1.4%) vs. Q1 2023
New holders
9
16 more added
Sold out
9
35 more reduced

Compare with Q1 2023: 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.

Institutional holdersQ2 2023: 70 institutions
Q1 2021: 68 institutionsQ2 2021: 65 institutionsQ3 2021: 70 institutionsQ4 2021: 69 institutionsQ1 2022: 70 institutionsQ2 2022: 74 institutionsQ3 2022: 68 institutionsQ4 2022: 69 institutionsQ1 2023: 70 institutionsQ2 2023: 70 institutionsQ3 2023: 68 institutionsQ4 2023: 66 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 1 institutionQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ2 2023: $68.1M
Q1 2021: $96.5MQ2 2021: $91.2MQ3 2021: $103.1MQ4 2021: $105.9MQ1 2022: $95.7MQ2 2022: $93.2MQ3 2022: $82.0MQ4 2022: $79.1MQ1 2023: $67.2MQ2 2023: $68.1MQ3 2023: $61.8MQ4 2023: $81.7MQ1 2024: $0Q2 2024: $0Q3 2024: $222.2KQ4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding LBC and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20241$222.2K
Q2 20240$0
Q1 20240$0
Q4 202366$81.7M
Q3 202368$61.8M
Q2 202370$68.1M
Q1 202370$67.2M
Q4 202269$79.1M
Q3 202268$82.0M
Q2 202274$93.2M
Q1 202270$95.7M
Q4 202169$105.9M
Q3 202170$103.1M
Q2 202165$91.2M
Q1 202168$96.5M

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Luther Burbank Corp; share changes are against Q1 2023.

Institutions holding LBC in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.1,215,444$10.8M0.00%+67,557+5.9%Added
Dimensional Fund Advisors LP932,215$8.32M0.00%+48,021+5.4%Added
Hotchkis & Wiley Capital Management LLC718,379$6.41M0.02%+82,140+12.9%Added
Citigroup Inc589,318$5.26M0.01%+430,535+271.1%Added
Vanguard Group Inc541,272$4.83M0.00%−21,874−3.9%Reduced
Bridgeway Capital Management, LLC414,129$3.69M0.09%−18,278−4.2%Reduced
State Street Corp338,356$3.02M0.00%−13,992−4.0%Reduced
Foundry Partners, LLC269,730$2.41M0.15%−6,055−2.2%Reduced
Renaissance Technologies LLC220,568$1.97M0.00%−4,200−1.9%Reduced
Geode Capital Management, LLC206,496$1.84M0.00%−65,287−24.0%Reduced
Boston Partners200,200$1.79M0.00%−11,478−5.4%Reduced
Northern Trust Corp185,097$1.65M0.00%−15,560−7.8%Reduced
Susquehanna International Group, LLP170,746$1.52M0.00%+16,429+10.6%Added
Empowered Funds, LLC155,932$1.39M0.05%+155,932New
EA Series Trust155,932$1.39M0.05%+155,932New
Boothbay Fund Management, LLC153,729$1.37M0.05%+8,832+6.1%Added
Wolverine Asset Management LLC107,285$957.0K0.02%−5,281−4.7%Reduced
Bank of New York Mellon Corp93,824$836.9K0.00%−135,826−59.1%Reduced
American Century Companies Inc77,436$690.7K0.00%00.0%Unchanged
Charles Schwab Investment Management Inc75,579$674.2K0.00%−10,988−12.7%Reduced
Goldman Sachs Group Inc59,637$532.0K0.00%−24,807−29.4%Reduced
Bank of America Corp58,568$522.4K0.00%−2,705−4.4%Reduced
Millennium Management LLC55,648$496.4K0.00%+55,648New
Bank of Montreal51,057$487.1K0.00%+51,057New
STRS Ohio53,000$472.0K0.00%+2,000+3.9%Added
Becker Capital Management Inc42,560$379.6K0.01%00.0%Unchanged
Ameriprise Financial Inc41,400$369.3K0.00%00.0%Unchanged
Two Sigma Advisers, LP38,400$342.5K0.00%−6,900−15.2%Reduced
Swiss National Bank33,100$295.3K0.00%00.0%Unchanged
Alliancebernstein L.P.29,440$262.6K0.00%+2,240+8.2%Added
Morgan Stanley27,089$241.6K0.00%−16,463−37.8%Reduced
HRT Financial LP26,018$232.0K0.00%+26,018New
Rhumbline Advisers22,684$202.3K0.00%−1,345−5.6%Reduced
Sagefield Capital LP21,600$192.7K0.04%−9,075−29.6%Reduced
Nuveen Asset Management, LLC21,542$192.2K0.00%00.0%Unchanged
Virtu Financial LLC21,525$192.0K0.01%−33,391−60.8%Reduced
California State Teachers Retirement System16,815$150.0K0.00%−2,129−11.2%Reduced
Credit Suisse AG15,145$135.1K0.00%+4,643+44.2%Added
Barclays PLC14,984$133.7K0.00%−2,736−15.4%Reduced
SEI Investments Co14,467$129.0K0.00%+14,467New
Ergoteles LLC14,252$127.1K0.01%−6,270−30.6%Reduced
Wells Fargo & Company12,908$115.1K0.00%+1,300+11.2%Added
Denali Advisors LLC11,700$104.4K0.04%00.0%Unchanged
Jane Street Group, LLC10,516$93.8K0.00%+10,516New
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management10,210$91.1K0.00%+10,210New
Russell Investments Group, Ltd.9,875$88.1K0.00%−25−0.3%Reduced
New York State Common Retirement Fund9,719$86.7K0.00%−13−0.1%Reduced
JPMorgan Chase & Co8,371$74.7K0.00%−3,084−26.9%Reduced
LSV Asset Management7,416$66.0K0.00%−54,917−88.1%Reduced
UBS Group AG7,097$63.3K0.00%−1,402−16.5%Reduced
Deutsche Bank AG6,760$60.3K0.00%−2,316−25.5%Reduced
Parallel Advisors, LLC5,000$44.6K0.00%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)4,955$44.2K0.00%00.0%Unchanged
American International Group, Inc.4,937$44.0K0.00%−2,228−31.1%Reduced
Nisa Investment Advisors, LLC4,152$37.0K0.00%+2,447+143.5%Added
Legal & General Group Plc4,062$36.2K0.00%−1,638−28.7%Reduced
BNP Paribas Arbitrage, SA3,065$27.3K0.00%+49+1.6%Added
Longfellow Investment Management Co LLC2,839$25.3K0.01%00.0%Unchanged
Great West Life Assurance Co1,306$12.0K0.00%−4,521−77.6%Reduced
Amalgamated Bank1,247$11.0K0.00%−318−20.3%Reduced
Tower Research Capital LLC (TRC)1,142$10.2K0.00%−1,035−47.5%Reduced
Royal Bank of Canada1,070$10.0K0.00%+239+28.8%Added
Ameritas Investment Partners, Inc.1,113$9.93K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC364$3.00K0.00%+164+82.0%Added
FMR LLC260$2.32K0.00%−745−74.1%Reduced
Caldwell Sutter Capital, Inc.250$2.23K0.00%+150+150.0%Added
Covestor Ltd232$2.00K0.00%−250−51.9%Reduced
ClariVest Asset Management LLC168$2.00K0.00%+60+55.6%Added
Simplex Trading, LLC204$1.00K0.00%−15−6.8%Reduced
Gradient Investments LLC81$7230.00%+81New
Y-Intercept (Hong Kong) Ltd0$00.00%−48,394−100.0%Sold out
Buckingham Strategic Wealth, LLC0$00.00%−26,479−100.0%Sold out
State Board of Administration of Florida Retirement System0$00.00%−16,772−100.0%Sold out
Two Sigma Investments, LP0$00.00%−11,705−100.0%Sold out
MetLife Investment Management0$00.00%−7,908−100.0%Sold out
Advisor Group Holdings, Inc.0$00.00%−340−100.0%Sold out
Metropolitan Life Insurance Co0$00.00%−325−100.0%Sold out
CWM, LLC0$00.00%−192−100.0%Sold out
Glassman Wealth Services0$00.00%−120−100.0%Sold out