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 2023
Institutional positions in Luther Burbank Corp as of Dec 31, 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
LBC is no longer listed, so this page shows Q4 2023. 13F filings for later quarters list far fewer holders.
- Institutional holders
- 66
- −2 vs. Q3 2023
- Shares held
- 7.63M
- +277.5K (+3.8%) vs. Q3 2023
- Total value
- $81.7M
- +$19.9M (+32.3%) vs. Q3 2023
- New holders
- 7
- 25 more added
- Sold out
- 9
- 20 more reduced
Compare with Q3 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.
| 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 2023
Shares, value and share of portfolio for each institution holding Luther Burbank Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 2 | $21 | 0.00% | +2 | New |
| ClariVest Asset Management LLC | 60 | $643 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 81 | $868 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 100 | $1.00K | 0.00% | −84−45.7% | Reduced |
| Avion Wealth | 59 | $1.00K | 0.00% | +59 | New |
| Huntington National Bank | 116 | $1.24K | 0.00% | +116 | New |
| Caldwell Sutter Capital, Inc. | 250 | $2.68K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 597 | $6.00K | 0.00% | +597 | New |
| FMR LLC | 706 | $7.56K | 0.00% | +183+35.0% | Added |
| Capital Advisors, Ltd. LLC | 729 | $8.00K | 0.00% | +456+167.0% | Added |
| Ameritas Investment Partners, Inc. | 1,113 | $11.9K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,087 | $12.0K | 0.00% | −160−12.8% | Reduced |
| BNP Paribas Arbitrage, SA | 1,265 | $13.5K | 0.00% | −918−42.1% | Reduced |
| Great West Life Assurance Co | 1,306 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,431 | $15.3K | 0.00% | −2,718−65.5% | Reduced |
| Royal Bank of Canada | 2,545 | $27.0K | 0.00% | +668+35.6% | Added |
| Nisa Investment Advisors, LLC | 4,152 | $44.5K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 4,521 | $48.4K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,955 | $53.1K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5,000 | $53.5K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 5,098 | $54.6K | 0.00% | −21−0.4% | Reduced |
| New York State Common Retirement Fund | 6,585 | $70.5K | 0.00% | −3,100−32.0% | Reduced |
| Deutsche Bank AG | 7,416 | $79.4K | 0.00% | +656+9.7% | Added |
| JPMorgan Chase & Co | 8,061 | $86.3K | 0.00% | +1,332+19.8% | Added |
| Russell Investments Group, Ltd. | 10,357 | $110.9K | 0.00% | +432+4.4% | Added |
| HSBC Holdings PLC | 10,782 | $115.9K | 0.00% | +10,782 | New |
| Wells Fargo & Company | 12,161 | $130.2K | 0.00% | +627+5.4% | Added |
| UBS Group AG | 13,747 | $147.2K | 0.00% | +6,127+80.4% | Added |
| Credit Suisse AG | 14,340 | $153.6K | 0.00% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14,430 | $154.5K | 0.01% | +830+6.1% | Added |
| SEI Investments Co | 14,467 | $154.9K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 14,799 | $158.5K | 0.00% | −1,395−8.6% | Reduced |
| Two Sigma Advisers, LP | 17,100 | $183.1K | 0.00% | −6,200−26.6% | Reduced |
| Rhumbline Advisers | 21,776 | $233.2K | 0.00% | −494−2.2% | Reduced |
| Nuveen Asset Management, LLC | 24,299 | $260.2K | 0.00% | +2,757+12.8% | Added |
| Alliancebernstein L.P. | 30,070 | $322.1K | 0.00% | −190−0.6% | Reduced |
| Swiss National Bank | 30,200 | $323.4K | 0.00% | −2,900−8.8% | Reduced |
| Millennium Management LLC | 30,699 | $328.8K | 0.00% | −13,624−30.7% | Reduced |
| Bank of New York Mellon Corp | 33,928 | $363.4K | 0.00% | −61,842−64.6% | Reduced |
| Barclays PLC | 34,288 | $367.2K | 0.00% | +16,906+97.3% | Added |
| Ameriprise Financial Inc | 41,400 | $443.4K | 0.00% | 00.0% | Unchanged |
| Becker Capital Management Inc | 42,560 | $455.8K | 0.02% | 00.0% | Unchanged |
| STRS Ohio | 50,300 | $538.0K | 0.00% | −2,700−5.1% | Reduced |
| Virtu Financial LLC | 53,998 | $578.0K | 0.05% | +5,432+11.2% | Added |
| Goldman Sachs Group Inc | 57,706 | $618.0K | 0.00% | +8,209+16.6% | Added |
| Bank of America Corp | 63,618 | $681.3K | 0.00% | +12,390+24.2% | Added |
| Morgan Stanley | 70,756 | $757.8K | 0.00% | +40,890+136.9% | Added |
| American Century Companies Inc | 77,336 | $828.3K | 0.00% | −100−0.1% | Reduced |
| Natixis | 77,855 | $833.8K | 0.01% | +77,855 | New |
| Charles Schwab Investment Management Inc | 84,872 | $909.0K | 0.00% | +7,176+9.2% | Added |
| Wolverine Asset Management LLC | 107,285 | $1.15M | 0.02% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 143,281 | $1.53M | 0.06% | −10,448−6.8% | Reduced |
| Empowered Funds, LLC | 171,219 | $1.83M | 0.05% | +1,383+0.8% | Added |
| Northern Trust Corp | 177,147 | $1.90M | 0.00% | +7,314+4.3% | Added |
| Susquehanna International Group, LLP | 181,374 | $1.94M | 0.00% | +9,801+5.7% | Added |
| Geode Capital Management, LLC | 207,459 | $2.22M | 0.00% | +6,610+3.3% | Added |
| Renaissance Technologies LLC | 213,668 | $2.29M | 0.00% | −2,600−1.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 217,371 | $2.33M | 0.01% | +217,371 | New |
| Foundry Partners, LLC | 264,510 | $2.83M | 0.17% | −4,815−1.8% | Reduced |
| State Street Corp | 280,254 | $3.00M | 0.00% | −32,873−10.5% | Reduced |
| Bridgeway Capital Management, LLC | 429,416 | $4.60M | 0.10% | +1,383+0.3% | Added |
| Vanguard Group Inc | 545,268 | $5.84M | 0.00% | +2,941+0.5% | Added |
| Citigroup Inc | 570,358 | $6.11M | 0.01% | +1,404+0.2% | Added |
| Hotchkis & Wiley Capital Management LLC | 712,659 | $7.63M | 0.03% | −11,600−1.6% | Reduced |
| Dimensional Fund Advisors LP | 1,049,891 | $11.2M | 0.00% | +61,807+6.3% | Added |
| BlackRock Inc. | 1,350,528 | $14.5M | 0.00% | +182,212+15.6% | Added |
| Boston Partners | 0 | $0 | 0.00% | −173,895−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −25,278−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −12,300−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −12,578−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −11,700−100.0% | Sold out |
| Sagefield Capital LP | 0 | $0 | 0.00% | −11,019−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −2,676−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −546−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −468−100.0% | Sold out |