Pacific Premier Bancorp Inc
PPBIDelisted Sep 2, 2025- Industry
- State Commercial Banks
- SEC CIK
- 0001028918
Pacific Premier Bancorp Inc was delisted on Sep 2, 2025; its insiders filed their last Form 4 on Sep 3, 2025; 274 institutions reported holding it in 13F filings for Q2 2025, worth $1.92B in total; no superinvestor held it.
13F holders, Q4 2023
Institutional positions in Pacific Premier Bancorp Inc 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
- Institutional holders
- 243
- +6 vs. Q3 2023
- Shares held
- 89.2M
- +851.2K (+1.0%) vs. Q3 2023
- Total value
- $2.60B
- +$671.5M (+34.9%) vs. Q3 2023
- New holders
- 35
- 81 more added
- Sold out
- 29
- 94 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PPBI 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 | 1 | $21.3K |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 3 | $36.5K |
| Q2 2025 | 274 | $1.92B |
| Q1 2025 | 287 | $1.93B |
| Q4 2024 | 263 | $2.28B |
| Q3 2024 | 266 | $2.28B |
| Q2 2024 | 255 | $2.08B |
| Q1 2024 | 255 | $2.16B |
| Q4 2023 | 243 | $2.60B |
| Q3 2023 | 238 | $1.93B |
| Q2 2023 | 224 | $1.84B |
| Q1 2023 | 231 | $2.13B |
| Q4 2022 | 233 | $2.85B |
| Q3 2022 | 225 | $2.80B |
| Q2 2022 | 231 | $2.58B |
| Q1 2022 | 230 | $3.11B |
| Q4 2021 | 239 | $3.49B |
| Q3 2021 | 233 | $3.63B |
| Q2 2021 | 232 | $3.70B |
| Q1 2021 | 216 | $3.81B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Pacific Premier Bancorp Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 4 | $116 | 0.00% | −10−71.4% | Reduced |
| SJS Investment Consulting Inc. | 14 | $408 | 0.00% | −6−30.0% | Reduced |
| Principal Securities, Inc. | 16 | $466 | 0.00% | +16 | New |
| DiNuzzo Private Wealth, Inc. | 16 | $466 | 0.00% | +16 | New |
| Tradewinds Capital Management, LLC | 17 | $495 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 20 | $582 | 0.00% | +20 | New |
| JFS Wealth Advisors, LLC | 37 | $1.08K | 0.00% | −35−48.6% | Reduced |
| SRS Capital Advisors, Inc. | 40 | $1.17K | 0.00% | −1−2.4% | Reduced |
| Parkside Financial Bank & Trust | 41 | $1.19K | 0.00% | −51−55.4% | Reduced |
| Bokf, NA | 43 | $1.25K | 0.00% | +32+290.9% | Added |
| FinTrust Capital Advisors, LLC | 45 | $1.31K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 51 | $1.49K | 0.00% | +23+82.1% | Added |
| Cornerstone Planning Group LLC | 57 | $1.66K | 0.00% | +1+1.8% | Added |
| Central Trust Co | 60 | $1.75K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 60 | $1.75K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 68 | $1.98K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 76 | $2.00K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 69 | $2.01K | 0.00% | +34+97.1% | Added |
| Denali Advisors LLC | 76 | $2.21K | 0.00% | +51+204.0% | Added |
| Glassman Wealth Services | 94 | $2.74K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 100 | $2.91K | 0.00% | −185−64.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 103 | $2.99K | 0.00% | −400−79.5% | Reduced |
| Ronald Blue Trust, Inc. | 195 | $4.00K | 0.00% | +195 | New |
| Global Retirement Partners, LLC | 168 | $4.59K | 0.00% | +96+133.3% | Added |
| Private Wealth Management Group, LLC | 209 | $6.08K | 0.00% | +209 | New |
| Parallel Advisors, LLC | 231 | $6.72K | 0.00% | −22−8.7% | Reduced |
| Massmutual Trust Co FSB | 246 | $7.16K | 0.00% | −47−16.0% | Reduced |
| Huntington National Bank | 252 | $7.34K | 0.00% | +42+20.0% | Added |
| Eagle Bay Advisors LLC | 281 | $8.17K | 0.01% | −1,284−82.0% | Reduced |
| Quadrant Capital Group LLC | 311 | $9.05K | 0.00% | +50+19.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 401 | $11.2K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 412 | $12.0K | 0.00% | +412 | New |
| Fifth Third Bancorp | 413 | $12.0K | 0.00% | −218−34.5% | Reduced |
| Farther Finance Advisors, LLC | 421 | $12.3K | 0.00% | +421 | New |
| First Horizon Advisors, Inc. | 445 | $13.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 470 | $13.7K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 500 | $14.6K | 0.00% | +500 | New |
| Johnson Financial Group, Inc. | 510 | $14.8K | 0.00% | +510 | New |
| EverSource Wealth Advisors, LLC | 855 | $24.9K | 0.00% | +70+8.9% | Added |
| GAMMA Investing LLC | 1,439 | $36.5K | 0.01% | +1,439 | New |
| Versant Capital Management, Inc | 1,264 | $36.8K | 0.01% | −615−32.7% | Reduced |
| Public Employees Retirement System of Ohio | 1,337 | $38.9K | 0.00% | +180+15.6% | Added |
| SYSTM Wealth Solutions LLC | 1,638 | $47.7K | 0.01% | +1,638 | New |
| Assetmark, Inc | 1,660 | $48.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,254 | $66.0K | 0.00% | −217−8.8% | Reduced |
| KBC Group NV | 2,830 | $82.0K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 3,211 | $93.5K | 0.01% | +3,211 | New |
| Nisa Investment Advisors, LLC | 3,655 | $106.4K | 0.00% | +25+0.7% | Added |
| State of Wyoming | 3,986 | $116.0K | 0.02% | +456+12.9% | Added |
| Covestor Ltd | 4,360 | $127.0K | 0.09% | −2,311−34.6% | Reduced |
| Russell Investments Group, Ltd. | 4,895 | $145.1K | 0.00% | −1,203−19.7% | Reduced |
| Metropolitan Life Insurance Co | 5,468 | $159.2K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 5,771 | $168.0K | 0.00% | −239−4.0% | Reduced |
| Aquatic Capital Management LLC | 6,500 | $189.0K | 0.00% | +2,200+51.2% | Added |
| Bailard, Inc. | 7,100 | $206.7K | 0.01% | +7,100 | New |
| Crossmark Global Holdings, Inc. | 7,171 | $209.0K | 0.00% | +7,171 | New |
| LPL Financial LLC | 7,206 | $209.8K | 0.00% | +7,206 | New |
| FineMark National Bank & Trust | 8,039 | $234.0K | 0.01% | +8,039 | New |
| Fox Run Management, L.L.C. | 8,074 | $235.0K | 0.06% | −5,342−39.8% | Reduced |
| CBOE Vest Financial, LLC | 8,127 | $236.6K | 0.01% | +8,127 | New |
| Salzhauer Michael | 8,540 | $248.6K | 0.22% | +8,540 | New |
| Profund Advisors LLC | 8,841 | $257.4K | 0.01% | +8,841 | New |
| Brinker Capital Investments, LLC | 9,175 | $261.9K | 0.00% | +9,175 | New |
| Orion Portfolio Solutions, LLC | 9,175 | $261.9K | 0.00% | +9,175 | New |
| Teton Advisors, Inc. | 9,000 | $262.0K | 0.09% | −1,000−10.0% | Reduced |
| Steel Peak Wealth Management LLC | 9,000 | $262.0K | 0.02% | +9,000 | New |
| Commonwealth Equity Services, LLC | 9,237 | $269.0K | 0.00% | +9,237 | New |
| CIBC Asset Management Inc | 9,484 | $276.1K | 0.00% | +192+2.1% | Added |
| Ameritas Investment Partners, Inc. | 9,830 | $286.2K | 0.01% | +395+4.2% | Added |
| Cipher Capital LP | 9,885 | $287.8K | 0.09% | +9,885 | New |
| GDS Wealth Management | 9,938 | $289.3K | 0.04% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 9,963 | $290.0K | 0.00% | −81,075−89.1% | Reduced |
| Inceptionr LLC | 10,057 | $292.8K | 0.21% | +10,057 | New |
| Pictet Asset Management Holding SA | 10,528 | $306.5K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 10,936 | $318.3K | 0.01% | +10,936 | New |
| Harbor Advisors LLC | 11,082 | $322.6K | 0.06% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 11,141 | $324.3K | 0.03% | +26+0.2% | Added |
| AlphaMark Advisors, LLC | 11,227 | $327.0K | 0.12% | +11,227 | New |
| Quantinno Capital Management LP | 11,595 | $338.0K | 0.01% | +284+2.5% | Added |
| PMC FIG Opportunities LLC | 11,700 | $340.6K | 0.95% | −50,300−81.1% | Reduced |
| Concurrent Investment Advisors, LLC | 12,115 | $352.7K | 0.02% | +12,115 | New |
| Advisor Group Holdings, Inc. | 12,168 | $354.2K | 0.00% | −5,907−32.7% | Reduced |
| Amundi | 12,552 | $354.2K | 0.00% | +361+3.0% | Added |
| Pathstone Holdings, LLC | 12,959 | $377.2K | 0.00% | +12,959 | New |
| CI Private Wealth, LLC | 13,506 | $393.2K | 0.00% | +13,506 | New |
| Unison Advisors LLC | 13,809 | $402.0K | 0.04% | +205+1.5% | Added |
| Picton Mahoney Asset Management | 14,038 | $409.0K | 0.02% | +14,038 | New |
| Cresset Asset Management, LLC | 14,177 | $412.7K | 0.00% | −92−0.6% | Reduced |
| Diligent Investors, LLC | 14,730 | $428.8K | 0.12% | −100−0.7% | Reduced |
| JustInvest LLC | 14,847 | $432.2K | 0.01% | −1,902−11.4% | Reduced |
| Everence Capital Management Inc | 15,096 | $439.0K | 0.03% | 00.0% | Unchanged |
| Mariner, LLC | 15,183 | $442.0K | 0.00% | +3,134+26.0% | Added |
| Guggenheim Capital LLC | 15,228 | $443.3K | 0.00% | −9,467−38.3% | Reduced |
| Commerce Bank | 15,230 | $443.3K | 0.00% | −895−5.6% | Reduced |
| WBI Investments | 15,507 | $451.4K | 0.09% | +179+1.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 15,974 | $465.0K | 0.03% | +1,092+7.3% | Added |
| Henshaw Capital LLC | 16,410 | $477.7K | 0.02% | +4,741+40.6% | Added |
| Engineers Gate Manager LP | 16,629 | $484.1K | 0.01% | +1,550+10.3% | Added |