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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, Q3 2024

Institutional positions in Pacific Premier Bancorp Inc as of Sep 30, 2024. 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
266
+12 vs. Q2 2024
Shares held
90.7M
+14.3M (+18.7%) vs. Q2 2024
Total value
$2.28B
+$527.3M (+30.1%) vs. Q2 2024
New holders
34
95 more added
Sold out
22
93 more reduced

1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2024: 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.

Institutional holdersQ3 2024: 266 institutions
Q1 2021: 216 institutionsQ2 2021: 232 institutionsQ3 2021: 233 institutionsQ4 2021: 239 institutionsQ1 2022: 230 institutionsQ2 2022: 231 institutionsQ3 2022: 225 institutionsQ4 2022: 233 institutionsQ1 2023: 231 institutionsQ2 2023: 224 institutionsQ3 2023: 238 institutionsQ4 2023: 243 institutionsQ1 2024: 255 institutionsQ2 2024: 255 institutionsQ3 2024: 266 institutionsQ4 2024: 263 institutionsQ1 2025: 287 institutionsQ2 2025: 274 institutionsQ3 2025: 3 institutionsQ4 2025: 0 institutionsQ1 2026: 1 institutionQ2 2026: 0 institutions
Value heldQ3 2024: $2.28B
Q1 2021: $3.81BQ2 2021: $3.70BQ3 2021: $3.63BQ4 2021: $3.49BQ1 2022: $3.11BQ2 2022: $2.58BQ3 2022: $2.80BQ4 2022: $2.85BQ1 2023: $2.13BQ2 2023: $1.84BQ3 2023: $1.93BQ4 2023: $2.60BQ1 2024: $2.16BQ2 2024: $2.08BQ3 2024: $2.28BQ4 2024: $2.28BQ1 2025: $1.93BQ2 2025: $1.92BQ3 2025: $36.5KQ4 2025: $0Q1 2026: $21.3KQ2 2026: $0
Institutions holding PPBI and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20261$21.3K
Q4 20250$0
Q3 20253$36.5K
Q2 2025274$1.92B
Q1 2025287$1.93B
Q4 2024263$2.28B
Q3 2024266$2.28B
Q2 2024255$2.08B
Q1 2024255$2.16B
Q4 2023243$2.60B
Q3 2023238$1.93B
Q2 2023224$1.84B
Q1 2023231$2.13B
Q4 2022233$2.85B
Q3 2022225$2.80B
Q2 2022231$2.58B
Q1 2022230$3.11B
Q4 2021239$3.49B
Q3 2021233$3.63B
Q2 2021232$3.70B
Q1 2021216$3.81B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Pacific Premier Bancorp Inc; share changes are against Q2 2024.

Institutions holding PPBI in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Covestor Ltd6$00.00%−55−90.2%Reduced
Capital Advisors, Ltd. LLC11$00.00%00.0%Unchanged
Allspring Global Investments Holdings, LLC5$1250.00%00.0%Unchanged
Claris Advisors, LLC7$1760.00%+7New
Mendota Financial Group, LLC7$1770.00%+7New
Larson Financial Group LLC9$2260.00%00.0%Unchanged
CoreCap Advisors, LLC9$2260.00%+9New
Bokf, NA11$2670.00%+11New
Tradewinds Capital Management, LLC17$4280.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.18$4530.00%00.0%Unchanged
SJS Investment Consulting Inc.21$5290.00%+4+23.5%Added
SRS Capital Advisors, Inc.22$5540.00%−18−45.0%Reduced
Voisard Asset Management Group, Inc.23$5790.00%+23New
Northwestern Mutual Wealth Management Co28$7040.00%+28New
Annis Gardner Whiting Capital Advisors, LLC40$1.01K0.00%00.0%Unchanged
Parkside Financial Bank & Trust41$1.03K0.00%00.0%Unchanged
Quarry LP45$1.13K0.00%−339−88.3%Reduced
FinTrust Capital Advisors, LLC45$1.13K0.00%00.0%Unchanged
AdvisorNet Financial, Inc50$1.26K0.00%+5+11.1%Added
Bell Investment Advisors, Inc51$1.28K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC52$1.31K0.00%00.0%Unchanged
Central Trust Co60$1.51K0.00%00.0%Unchanged
Cornerstone Planning Group LLC59$1.55K0.00%00.0%Unchanged
Whittier Trust Co63$1.58K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc68$1.71K0.00%00.0%Unchanged
Private Wealth Management Group, LLC76$1.91K0.00%00.0%Unchanged
Eagle Bay Advisors LLC91$2.29K0.00%−52−36.4%Reduced
Capital Performance Advisors LLP92$2.31K0.00%+92New
Principal Securities, Inc.95$2.39K0.00%−3−3.1%Reduced
Private Trust Co NA100$2.52K0.00%00.0%Unchanged
Danske Bank A/S100$2.52K0.00%+100New
Steward Partners Investment Advisory, LLC103$2.58K0.00%00.0%Unchanged
Rothschild Investment LLC105$2.64K0.00%+90+600.0%Added
Brown Brothers Harriman & Co149$3.75K0.00%+149New
Hemington Wealth Management175$4.00K0.00%+175New
Johnson Financial Group, Inc.219$5.51K0.00%+219New
Umb Bank N A229$5.76K0.00%+179+358.0%Added
Parallel Advisors, LLC231$5.81K0.00%00.0%Unchanged
Huntington National Bank281$7.07K0.00%+21+8.1%Added
Massmutual Trust Co FSB313$7.88K0.00%+39+14.2%Added
Ronald Blue Trust, Inc.371$8.52K0.00%+252+211.8%Added
Global Retirement Partners, LLC348$8.76K0.00%+99+39.8%Added
Fifth Third Bancorp356$8.96K0.00%+68+23.6%Added
Sterling Capital Management LLC364$9.16K0.00%+364New
Farther Finance Advisors, LLC366$9.21K0.00%−16−4.2%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.401$10.1K0.00%00.0%Unchanged
Harbor Capital Advisors, Inc.420$11.0K0.00%+420New
First Horizon Advisors, Inc.447$11.2K0.00%+1+0.2%Added
Signaturefd, LLC599$15.1K0.00%00.0%Unchanged
Bessemer Group Inc652$16.0K0.00%+576+757.9%Added
EverSource Wealth Advisors, LLC746$18.8K0.00%00.0%Unchanged
Riverview Trust Co792$19.9K0.02%+33+4.3%Added
Nomura Asset Management Co Ltd1,130$28.4K0.00%00.0%Unchanged
Smartleaf Asset Management LLC1,170$29.1K0.00%+199+20.5%Added
Quadrant Capital Group LLC1,162$29.2K0.00%00.0%Unchanged
GAMMA Investing LLC1,183$29.8K0.00%+649+121.5%Added
Emerald Advisers, LLC1,200$30.2K0.00%−1,040−46.4%Reduced
Advisor Group Holdings, Inc.1,244$31.3K0.00%+122+10.9%Added
Versant Capital Management, Inc1,328$33.4K0.01%+42+3.3%Added
Public Employees Retirement System of Ohio1,659$41.7K0.00%+67+4.2%Added
Assetmark, Inc1,672$42.1K0.00%+5+0.3%Added
Point72 Asset Management, L.P.2,400$60.4K0.00%+2,400New
CWM, LLC2,405$61.0K0.00%+143+6.3%Added
BFSG, LLC3,211$80.8K0.01%00.0%Unchanged
KBC Group NV3,679$93.0K0.00%+849+30.0%Added
Catalyst Funds Management Pty Ltd4,400$110.7K0.02%+4,400New
State of Wyoming4,724$118.9K0.02%+369+8.5%Added
SG Americas Securities, LLC5,054$127.0K0.00%−31,382−86.1%Reduced
Aquatic Capital Management LLC6,400$161.0K0.00%+2,200+52.4%Added
Point72 (DIFC) Ltd6,424$161.6K0.01%−1,542−19.4%Reduced
FMR LLC6,782$170.6K0.00%+723+11.9%Added
FineMark National Bank & Trust8,039$202.3K0.01%+8,039New
Teton Advisors, Inc.8,500$213.9K0.10%+8,500New
Salzhauer Michael8,540$214.9K0.14%+8,540New
Squarepoint Ops LLC8,926$224.6K0.00%+8,926New
CIBC Asset Management Inc9,171$230.7K0.00%−319−3.4%Reduced
Brinker Capital Investments, LLC9,205$231.6K0.00%−256−2.7%Reduced
Orion Portfolio Solutions, LLC9,205$231.6K0.00%−256−2.7%Reduced
Commonwealth Equity Services, LLC9,244$233.0K0.00%−132−1.4%Reduced
CWC Advisors, LLC.9,327$234.7K0.23%+9,327New
Ameritas Investment Partners, Inc.9,382$236.1K0.01%−448−4.6%Reduced
Hennion & Walsh Asset Management, Inc.9,675$243.4K0.01%−881−8.3%Reduced
Numerai GP LLC9,803$246.6K0.07%+633+6.9%Added
Emerald Mutual Fund Advisers Trust9,875$248.5K0.01%00.0%Unchanged
GDS Wealth Management9,938$250.0K0.02%00.0%Unchanged
Profund Advisors LLC10,312$259.4K0.01%+530+5.4%Added
Harbor Advisors LLC11,082$278.8K0.05%00.0%Unchanged
Pictet Asset Management Holding SA11,436$287.7K0.00%−1,338−10.5%Reduced
Paloma Partners Management Co11,794$296.7K0.02%+11,794New
LMR Partners LLP12,436$312.9K0.01%+12,436New
Guggenheim Capital LLC12,588$316.7K0.00%−7,029−35.8%Reduced
Verdence Capital Advisors LLC13,719$345.2K0.03%+344+2.6%Added
Cresset Asset Management, LLC13,774$346.6K0.00%+454+3.4%Added
Everence Capital Management Inc13,776$347.0K0.02%−1,320−8.7%Reduced
Western Financial Corp14,322$360.3K0.20%+11+0.1%Added
Unison Advisors LLC14,391$362.1K0.04%+213+1.5%Added
Mutual of America Capital Management LLC14,503$364.9K0.00%−1,347−8.5%Reduced
Rockefeller Capital Management L.P.14,605$367.4K0.00%−998−6.4%Reduced
Diligent Investors, LLC14,730$370.6K0.09%00.0%Unchanged
Commerce Bank14,821$372.9K0.00%−524−3.4%Reduced