Columbia Banking SystemCOLB

13F holders, Q1 2024 (March 31)
356holders
5famous investors
$19.35avg. 13F price*

At the end of Q1 2024, 356 institutions reported holding Columbia Banking System Inc. (COLB) in their 13F filings. The largest holders were Vanguard Group Inc. ($432.0M), BlackRock Inc. ($378.9M) and T. Rowe Price Investment Management, Inc. ($212.8M). 5 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Columbia Banking System Inc.
CUSIP
197236102
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600 Q1 2024: 356Q1 2024Q2 2024: 363Q2 2024Q3 2024: 375Q3 2024Q4 2024: 402Q4 2024Q1 2025: 399Q1 2025Q2 2025: 411Q2 2025Q3 2025: 475Q3 2025Q4 2025: 504Q4 2025Q1 2026: 528Q1 2026Q2 2026: 555Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions50$113.7M
Exits63$193.6M

Ownership 356 holders

Vanguard Group Inc. 0.01% Add +2.6% 22,327,719 $432.0M
BlackRock Inc. 0.01% Add +6.0% 19,583,393 $378.9M
T. Rowe Price Investment Management, Inc. 0.13% Add +12.5% 10,997,826 $212.8M
State Street Corp. 0.01% Add +14.2% 10,674,282 $206.5M
Morgan Stanley 0.01% Add +21.0% 8,453,070 $163.6M
Franklin Resources Inc. 0.05% Reduce -6.6% 7,276,189 $140.8M
Charles Schwab Investment Management Inc. 0.03% Add +221.7% 6,957,167 $134.6M
Massachusetts Financial Services Co. 0.04% Reduce -0.6% 6,818,893 $131.9M
American Century Companies Inc. 0.07% Add +24.3% 5,804,953 $112.3M
Bank of New York Mellon Corp 0.02% Add +19.2% 4,694,531 $90.8M
Silvercrest Asset Management Group LLC 0.59% Add +21.4% 4,468,643 $86.5M
Wellington Management Group LLP 0.01% Reduce -6.6% 4,276,943 $82.8M
Macquarie Group Ltd. 0.09% Reduce -23.3% 4,226,792 $81.8M
Geode Capital Management, LLC 0.01% Add +4.7% 3,557,015 $68.8M
Invesco Ltd. 0.01% Add +22.8% 3,197,417 $61.9M
Epoch Investment Partners, Inc. 0.22% Reduce -7.8% 2,560,845 $49.6M
Pzena Investment Management LLC 0.16% Add +29.8% 2,456,438 $47.5M
Barrow Hanley Mewhinney & Strauss LLC 0.15% Reduce -10.4% 2,293,266 $44.4M
Norges Bank 0.01% Reduce -3.2% 2,291,759 $44.3M
Cooke & Bieler LP 0.39% Reduce -2.3% 2,159,302 $41.8M
William Blair Investment Management, LLC 0.09% Add +13.6% 1,792,571 $34.7M
Cardinal Capital Management LLC 1.71% Reduce -24.1% 1,766,469 $34.2M
Azora Capital LP 2.46% New 1,750,583 $33.9M
Bank of America Corp. 0.00% Add +19.1% 1,705,937 $33.0M
Manufacturers Life Insurance Company, The 0.03% Reduce -3.5% 1,604,438 $31.0M
Fisher Asset Management 0.01% Add +0.9% 1,585,642 $30.7M
Segall Bryant & Hamill, LLC 0.56% Add +43.6% 1,544,496 $29.9M
Northern Trust Corp. 0.00% Reduce -14.7% 1,381,858 $26.7M
Ameriprise Financial Inc. 0.01% Add +3.9% 1,215,624 $23.5M
Capital World Investors 0.00% No change 1,063,800 $20.6M
Sei Investments Co. 0.03% Reduce -8.9% 955,577 $18.5M
Systematic Financial Management LP 0.50% Add +0.6% 925,860 $17.9M
Barclays PLC 0.01% Add +126.4% 910,174 $17.6M
Leeward Investments, LLC - MA 0.76% Reduce -4.1% 882,462 $17.1M
Voloridge Investment Management, LLC 0.06% Add +355.0% 871,793 $16.9M
Public Employees Retirement Association of Colorado 0.07% Reduce -0.5% 860,050 $16.6M
FMR LLC 0.00% Add +234.4% 791,510 $15.3M
Principal Financial Group Inc. 0.01% Add +2.6% 785,352 $15.2M
First Trust Advisors LP 0.01% Add +25.7% 751,685 $14.5M
Goldman Sachs Group Inc. 0.00% Add +14.1% 726,571 $14.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -1.7% 672,264 $13.0M
JPMorgan Chase & Co. 0.00% Reduce -25.9% 607,726 $11.8M
Rhumbline Advisers 0.01% Reduce -3.8% 595,327 $11.5M
Nuveen Asset Management, LLC 0.00% Reduce -48.0% 540,146 $10.5M
Thompson Siegel & Walmsley LLC 0.16% Add +20.6% 530,093 $10.3M
Mesirow Institutional Investment Management, Inc. 0.89% Reduce -25.4% 515,186 $10.0M
Rafferty Asset Management, LLC 0.04% Add +46.3% 506,804 $9.8M
Alliancebernstein L.P. 0.00% Reduce -3.1% 481,544 $9.3M
Raymond James & Associates 0.01% Add +57.3% 480,523 $9.3M
Ceredex Value Advisors LLC 0.16% Reduce -20.6% 479,062 $9.3M
Davidson Investment Advisors 0.47% Add +0.1% 467,072 $9.0M
D. E. Shaw & Co. 0.01% New 462,196 $8.9M
M3F, Inc. 3.12% New 455,000 $8.8M
Citadel Advisors 0.01% Reduce -87.2% 440,428 $8.5M
North Reef Capital Management LP 0.43% New 430,000 $8.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% Add +7.6% 420,374 $8.1M
Keeley-Teton Advisors, LLC 0.99% Add +2.9% 413,362 $8.0M
Swiss National Bank 0.01% No change 411,121 $8.0M
Eagle Asset Management Inc. 0.04% Reduce -13.5% 419,899 $7.9M
Peregrine Capital Management LLC 0.22% Add +23.1% 396,177 $7.7M
Citigroup Inc. 0.01% Add +75.0% 392,275 $7.6M
Royal Bank of Canada 0.00% Reduce -15.6% 391,076 $7.6M
Chartwell Investment Partners, LLC 0.25% Reduce -19.9% 370,060 $7.2M
Thrivent Financial for Lutherans 0.01% Add +107.3% 365,805 $7.1M
Dimensional Fund Advisors LP 0.00% Reduce -88.3% 348,911 $6.8M
Hotchkis & Wiley Capital Management LLC 0.02% Reduce -6.4% 342,910 $6.6M
California Public Employees Retirement System 0.00% Add +24.0% 339,568 $6.6M
Wells Fargo & Company 0.00% Add +8.2% 329,048 $6.4M
TD Asset Management Inc 0.01% Add +7.3% 316,239 $6.1M
Legal & General Group Plc 0.00% Add +0.8% 315,066 $6.1M
Holocene Advisors, LP 0.02% Reduce -78.0% 312,241 $6.0M
Quantbot Technologies LP 0.34% Add +646.6% 308,568 $6.0M
Algert Global LLC 0.23% Add +26.3% 303,166 $5.9M
Bank of Nova Scotia 0.01% New 302,000 $5.8M
Renaissance Technologies 0.01% Add +239.7% 300,578 $5.8M
Rockefeller Capital Management L.P. 0.02% Add +81.2% 296,198 $5.7M
Credit Suisse AG/ 0.01% Add +5.2% 295,609 $5.7M
Gilman Hill Asset Management, LLC 1.02% Add +2.4% 293,933 $5.7M
Millennium Management 0.00% Reduce -76.4% 287,081 $5.6M
New York State Teachers Retirement System 0.01% Add +0.2% 284,264 $5.5M
American International Group, Inc. 0.02% Reduce -2.0% 276,100 $5.3M
Moody Aldrich Partners LLC 0.90% Reduce -18.4% 274,067 $5.3M
Hunter Perkins Capital Management, LLC 1.05% Add +19.9% 265,467 $5.1M
Retirement Systems of Alabama 0.02% Add +0.3% 261,930 $5.1M
Qube Research & Technologies Ltd 0.01% New 259,197 $5.0M
State of Wisconsin Investment Board 0.01% Reduce -4.4% 220,754 $4.3M
Kennedy Capital Management LLC 0.08% Reduce -83.3% 210,251 $4.1M
California State Teachers Retirement System 0.01% Reduce -5.3% 209,246 $4.0M
Numerai GP LLC 1.72% New 205,844 $4.0M
Envestnet Asset Management Inc. 0.00% Reduce -7.1% 199,716 $3.9M
South Dakota Investment Council 0.08% Add +74.5% 195,707 $3.8M
Deutsche Bank AG 0.00% Add +662.2% 191,320 $3.7M
Stifel Financial Corp. 0.00% Reduce -36.2% 189,903 $3.7M
Trillium Asset Management, LLC 0.09% Add +7.6% 188,146 $3.6M
Texas Permanent School Fund Corp. 0.03% Add +1.3% 182,309 $3.5M
D.A. Davidson & Co. 0.03% Add +2.2% 180,889 $3.5M
Walleye Capital LLC 0.04% New 179,149 $3.5M
Trexquant Investment LP 0.07% Add +104.2% 175,869 $3.4M
BNP Paribas Financial Markets 0.00% Add +185.1% 173,776 $3.4M
Victory Capital Management Inc. 0.00% Reduce -53.3% 171,668 $3.3M
State Board of Administration of Florida Retirement System 0.01% Add +16.5% 154,293 $3.3M
Federated Hermes, Inc. 0.01% Reduce -12.8% 166,063 $3.2M
Jump Financial, LLC 0.09% New 162,215 $3.1M
Allworth Financial LP 0.02% Add +16147.4% 161,824 $3.1M
CANADA LIFE ASSURANCE Co 0.01% Reduce -2.6% 160,154 $3.1M
Two Sigma Investments, LP 0.01% New 158,665 $3.1M
Public Employees Retirement System of Ohio 0.01% Reduce -9.6% 157,403 $3.0M
State of New Jersey Common Pension Fund D 0.01% Add +31.5% 157,254 $3.0M
Siena Capital Partners GP, LLC 1.01% No change 156,302 $3.0M
Nordea Investment Management AB 0.00% Add +5.6% 154,253 $3.0M
Schonfeld Strategic Advisors LLC 0.02% New 148,400 $2.9M
LSV Asset Management 0.01% New 147,300 $2.9M
Dana Investment Advisors, Inc. 0.09% New 146,295 $2.8M
Aquatic Capital Management LLC 0.09% Add +669.0% 146,100 $2.8M
Easterly Investment Partners LLC 0.21% Reduce -44.8% 143,348 $2.8M
Amalgamated Bank 0.02% Add +8.2% 142,303 $2.8M
Hantz Financial Services, Inc. 0.05% Reduce -5.5% 137,731 $2.7M
New York State Common Retirement Fund 0.00% Reduce -11.1% 136,024 $2.6M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.08% Add +13.6% 127,021 $2.5M
Susquehanna International Group, LLP 0.00% Add +2.7% 125,670 $2.4M
Cubist Systematic Strategies, LLC 0.03% New 124,976 $2.4M
Mutual of America Capital Management LLC 0.03% Reduce -3.5% 124,280 $2.4M
Entropy Technologies, LP 0.24% New 118,451 $2.3M
Alaska Permanent Fund Corp 0.03% Add +14.5% 114,993 $2.2M
MetLife Investment Management, LLC 0.01% Reduce -2.6% 114,578 $2.2M
Ensign Peak Advisors, Inc 0.00% Add +56.1% 112,541 $2.2M
UBS Group AG 0.00% Reduce -33.0% 112,435 $2.2M
Truist Financial Corp. 0.00% Reduce -2.6% 111,337 $2.2M
Janney Montgomery Scott LLC 0.01% Reduce -0.3% 110,438 $2.1M
T. Rowe Price Associates Inc. 0.00% Add +6.2% 108,148 $2.1M
ZWJ Investment Counsel Inc. 0.09% Add +4.0% 102,731 $2.0M
Captrust Financial Advisors 0.01% Reduce -18.2% 97,171 $1.9M
Jane Street Group, LLC 0.00% Reduce -43.4% 96,401 $1.9M
Yousif Capital Management, LLC 0.02% Reduce -2.3% 94,655 $1.8M
Interval Partners, LP 0.07% New 94,535 $1.8M
Treasurer of the State of North Carolina 0.01% Add +0.7% 92,842 $1.8M
Janus Henderson Group PLC 0.00% Add +0.0% 92,764 $1.8M
Capital Advisors Wealth Management, LLC 0.37% Add +23.3% 92,311 $1.8M
Seven Eight Capital, LP 0.18% New 90,302 $1.7M
Petiole USA ltd 1.36% No change 89,780 $1.7M
Comerica Bank 0.01% Reduce -4.4% 87,605 $1.7M
Sippican Capital Advisors 1.31% Add +182.1% 86,884 $1.7M
Edgestream Partners, L.P. 0.08% New 86,484 $1.7M
ExodusPoint Capital Management, LP 0.02% Add +945.7% 82,945 $1.6M
ARGA Investment Management, LP 0.05% No change 75,896 $1.5M
Mirae Asset Global Investments Co., Ltd. 0.00% Add +71.5% 74,101 $1.4M
SG Americas Securities, LLC 0.01% Add +366.5% 71,451 $1.4M
Mengis Capital Management, Inc. 0.21% Add +607.9% 71,224 $1.4M
STRS Ohio 0.01% New 71,216 $1.4M
Natixis Advisors, LLC 0.00% Reduce -29.7% 71,034 $1.4M
Sowell Financial Services LLC 0.06% Add +42.5% 70,926 $1.4M
Brevan Howard Capital Management LP 0.13% Add +238.3% 70,657 $1.4M
Van Eck Associates Corp. 0.00% Add +36.5% 69,911 $1.4M
Teachers Retirement System of the State of Kentucky 0.01% No change 69,030 $1.3M
LPL Financial LLC 0.00% Add +9.8% 65,733 $1.3M
Range Financial Group LLC 0.66% New 65,419 $1.3M
US Bancorp \de 0.00% Reduce -38.4% 61,856 $1.2M
Cibc World Markets Corp. 0.01% New 61,785 $1.2M
Centiva Capital, LP 0.07% Add +83.5% 60,389 $1.2M
Louisiana State Employees Retirement System 0.02% Add +2.4% 60,000 $1.2M
Commonwealth Equity Services, LLC 0.00% Add +9.2% 57,745 $1.1M
Arizona State Retirement System 0.01% Reduce -1.7% 57,321 $1.1M
Pathstone Holdings, LLC 0.01% Add +25.4% 57,288 $1.1M
Nisa Investment Advisors, LLC 0.01% Reduce -2.9% 57,043 $1.1M
Hennessy Advisors Inc. 0.04% Reduce -21.4% 55,000 $1.1M
Oregon Public Employees Retirement Fund 0.02% Reduce -12.2% 51,568 $998K
State of Michigan Retirement System 0.01% Add +2.4% 51,241 $992K
Cornercap Investment Counsel Inc. 0.15% Add +0.3% 48,894 $946K
Lecap Asset Management Ltd. 0.19% Add +450.4% 47,443 $918K
Cetera Investment Advisers 0.00% New 47,077 $911K
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.3% 46,523 $900K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +0.3% 46,140 $893K
Ameritas Investment Partners, Inc. 0.03% No change 46,053 $891K
Quadrature Capital Ltd 0.01% New 44,808 $867K
New Mexico Educational Retirement Board 0.03% No change 42,514 $823K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -9.7% 41,899 $811K
Guggenheim Capital LLC 0.01% Add +32.3% 41,371 $801K
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -26.2% 41,132 $796K
Sittner & Nelson, LLC 0.40% No change 40,825 $790K
Handelsbanken Fonder AB 0.00% No change 39,921 $772K
Point72 Hong Kong Ltd 0.04% New 39,789 $770K
Wealth Enhancement Advisory Services, LLC 0.00% Add +13.7% 37,681 $729K
Glenmede Trust Co. NA 0.00% Reduce -14.8% 37,644 $728K
Bank of Montreal 0.00% Reduce -58.1% 35,498 $690K
Abbrea Capital, LLC 0.09% No change 35,021 $678K
Corient Private Wealth LP 0.00% Reduce -3.4% 34,877 $675K
Moody National Bank Trust Division 0.05% Add +44.4% 34,434 $666K
HSBC Holdings PLC 0.00% Reduce -20.4% 33,749 $653K
Vista Investment Management 0.26% Add +5.6% 33,397 $646K
Osaic Holdings, Inc. 0.00% Reduce -12.1% 33,174 $642K
Quad-Cities Investment Group, LLC 0.37% Add +14.3% 32,925 $637K
Russell Investments Group, Ltd. 0.00% Reduce -21.8% 31,946 $617K
State of Tennessee, Department of Treasury 0.00% Reduce -44.5% 31,192 $604K
Orion Porfolio Solutions, LLC 0.01% Reduce -7.0% 31,128 $602K
Orion Portfolio Solutions, LLC 0.01% Reduce -7.0% 31,128 $602K
Pacer Advisors, Inc. 0.00% Reduce -0.9% 31,087 $602K
Henshaw Capital LLC 0.03% Add +1.9% 30,995 $600K
Talbot Financial, LLC 0.08% No change 30,520 $591K
Creative Planning 0.00% Add +82.0% 30,227 $585K
First Hawaiian Bank 0.02% Add +44.5% 28,997 $561K
Hohimer Wealth Management, LLC 0.13% New 28,115 $544K
Squarepoint Ops LLC 0.00% New 27,621 $534K
Caprock Group, LLC 0.03% Reduce -20.5% 27,583 $534K
Prudential Financial Inc. 0.00% Reduce -3.9% 27,501 $532K
Cambridge Investment Research Advisors, Inc. 0.00% Add +17.7% 26,994 $522K
Gsa Capital Partners LLP 0.04% New 26,429 $511K
KBC Group NV 0.00% Reduce -2.9% 26,418 $511K
Dakota Wealth Management 0.01% New 25,346 $490K
TRUE Private Wealth Advisors 0.06% Reduce -0.7% 25,356 $490K
Voya Investment Management LLC 0.00% Reduce -4.4% 24,902 $482K
Xponance LLC 0.01% Reduce -1.5% 24,683 $478K
Pictet Asset Management Holding SA 0.00% No change 24,541 $475K
XTX Topco Ltd 0.06% Add +4.2% 24,158 $467K
Headlands Technologies LLC 0.11% Add +1387.3% 23,499 $455K
Gould Capital, LLC 0.32% No change 23,248 $450K
Keybank National Association 0.00% Add +0.8% 22,652 $438K
State of Alaska, Department of Revenue 0.01% No change 22,527 $435K
Commerce Bank 0.00% Reduce -2.6% 22,343 $432K
National Bank of Canada 0.00% Add +4555.1% 20,948 $426K
Bleakley Financial Group, LLC 0.01% Add +28.1% 21,850 $423K
Simplicity Wealth,LLC 0.01% New 21,776 $421K
Central Pacific Bank - Trust Division 0.05% — 21,905 $413K
EJF Capital LP 0.28% Reduce -84.2% 21,026 $407K
Neuberger Berman Group LLC 0.00% Add +11.4% 20,460 $396K
Verition Fund Management LLC 0.00% Reduce -93.0% 20,120 $389K
Prelude Capital Management, LLC 0.03% Reduce -12.1% 20,000 $387K
Essex Financial Services, Inc. 0.04% Add +3.9% 19,580 $379K
Ironwood Investment Management LLC 0.18% Reduce -58.5% 19,252 $373K
Resources Management Corp. /CT/ 0.05% No change 19,250 $372K
Y-Intercept (Hong Kong) Ltd 0.03% Reduce -73.1% 19,169 $371K
PNC Financial Services Group, Inc. 0.00% Add +5.8% 19,077 $369K
Oxford Asset Management LLP 0.39% New 18,194 $352K
IMS Capital Management 0.16% Reduce -7.0% 17,694 $342K
Freestone Capital Holdings, LLC 0.01% New 17,461 $338K
Securian Asset Management, Inc. 0.01% Reduce -2.4% 17,153 $332K
United Services Automobile Association 0.01% No change 17,093 $331K
EverSource Wealth Advisors, LLC 0.03% Add +13181.9% 16,868 $317K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -39.2% 16,183 $313K
Verdence Capital Advisors LLC 0.03% New 16,069 $311K
Stockman Wealth Management, Inc. 0.05% Reduce -3.0% 16,000 $310K
Freedom Day Solutions, LLC 0.11% No change 15,905 $308K
Sepio Capital, LP 0.03% Add +2.5% 15,343 $297K
Salzhauer Michael 0.24% No change 15,286 $296K
Baird Financial Group, Inc. 0.00% Reduce -7.7% 14,792 $286K
Maryland State Retirement & Pension System 0.01% No change 16,233 $284K
Mercer Global Advisors Inc. 0.00% Reduce -11.7% 14,175 $274K
Two Sigma Advisers, LP 0.00% New 14,147 $274K
AlTi Global, Inc. 0.01% Add +0.2% 14,146 $274K
Crossmark Global Holdings, Inc. 0.01% Add +0.1% 13,770 $267K
Mariner, LLC 0.00% Reduce -23.4% 13,649 $264K
Profund Advisors LLC 0.01% Add +7.5% 13,621 $264K
Hennion & Walsh Asset Management, Inc. 0.01% Reduce -0.8% 13,172 $255K
Inceptionr LLC 0.06% New 13,030 $252K
HighTower Advisors, LLC 0.00% Reduce -1.0% 13,249 $250K
Kiley Juergens Wealth Management, LLC 0.08% Add +2.0% 12,818 $248K
Kestra Advisory Services, LLC 0.00% Add +15.7% 12,814 $248K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -20.7% 12,720 $246K
Versor Investments LP 0.05% Reduce -31.4% 12,700 $246K
Merriman Wealth Management, LLC 0.01% No change 12,266 $237K
Cerity Partners LLC 0.00% Reduce -94.8% 12,073 $234K
Utah Retirement Systems 0.00% No change 11,470 $222K
Steward Partners Investment Advisory, LLC 0.00% Reduce -14.2% 11,439 $221K
Keudell/Morrison Wealth Management 0.06% Add +39.9% 10,833 $210K
Covestor Ltd 0.13% Add +109.4% 10,727 $208K
Atom Investors LP 0.03% Reduce -27.0% 10,350 $200K
Impact Partnership Wealth, LLC 0.08% Add +7.7% 10,261 $199K
ProShare Advisors LLC 0.00% Reduce -7.3% 10,176 $197K
Beverly Hills Private Wealth, LLC 0.05% New 10,141 $196K
Clean Yield Group 0.07% Add +74.1% 8,892 $172K
Caldwell Sutter Capital, Inc. 0.08% Add +2.4% 8,276 $160K
CIBC Private Wealth Group LLC 0.00% Reduce -20.6% 8,478 $160K
Tower Research Capital LLC (TRC) 0.00% Reduce -76.4% 8,123 $157K
Northwestern Mutual Wealth Management Co. 0.00% Add +59.6% 7,521 $146K
Bessemer Group Inc. 0.00% Add +0.4% 7,483 $145K
Cwm, LLC 0.00% Add +20.9% 7,312 $141K
TD Waterhouse Canada Inc. 0.00% Add +362.7% 7,200 $134K
Lanark Financial, Inc. 0.01% Add +1.1% 6,719 $131K
TD Private Client Wealth LLC 0.00% Add +119.7% 6,157 $119K
Group One Trading LLC 0.00% Add +1668.6% 5,978 $116K
Point72 (DIFC) Ltd 0.01% — 5,906 $114K
Stephens Consulting, LLC 0.03% No change 5,635 $109K
Huntington National Bank 0.00% Add +9.3% 5,262 $102K
Hamilton Capital Partners Inc. 0.01% Reduce -14.7% 5,203 $101K
Shell Asset Management Co. 0.00% Reduce -10.3% 4,378 $87K
CI Investments Inc. 0.00% Add +22.1% 4,022 $78K
Smartleaf Asset Management LLC 0.01% No change 3,882 $74K
Annis Gardner Whiting Capital Advisors, LLC 0.03% No change 3,828 $74K
Signaturefd, LLC 0.00% Reduce -10.1% 3,510 $68K
Bellevue Asset Management, LLC 0.03% No change 3,087 $60K
State of Wyoming 0.01% Reduce -10.6% 3,068 $59K
Quadrant Capital Group LLC 0.00% Reduce -26.7% 2,882 $56K
Abich Financial Wealth Management LLC 0.03% Add +85.1% 2,219 $43K
Fifth Third Bancorp 0.00% Add +113.4% 1,970 $38K
Plante Moran Financial Advisors, LLC 0.00% No change 1,947 $38K
Parallel Advisors, LLC 0.00% Reduce -10.3% 1,862 $36K
Global Retirement Partners, LLC 0.00% Reduce -23.2% 1,599 $31K
First Pacific Financial 0.01% No change 1,504 $29K
Nomura Asset Management Co. Ltd. 0.00% Reduce -27.5% 1,500 $29K
Riverview Trust Co 0.02% New 1,253 $24K
Allspring Global Investments Holdings, LLC 0.00% Add +246.8% 1,238 $24K
Lindbrook Capital, LLC 0.00% Add +679.5% 1,216 $24K
AlphaQuest LLC 0.00% New 1,174 $23K
Avior Wealth Management, LLC 0.00% New 1,035 $20K
Versant Capital Management, Inc 0.01% Add +51.2% 1,034 $20K
GAMMA Investing LLC 0.00% Reduce -46.2% 963 $19K
EntryPoint Capital, LLC 0.02% New 916 $18K
Quarry LP 0.01% Reduce -23.8% 842 $16K
Whittier Trust Co. of Nevada Inc. 0.00% Add +8.6% 798 $15K
Pinnacle Holdings, LLC 0.00% No change 592 $11K
Register Financial Advisors LLC 0.01% New 548 $11K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -97.0% 543 $11K
Assetmark, Inc. 0.00% Add +6.2% 515 $10K
Brown, Lisle/Cummings, Inc. 0.00% No change 507 $10K
Brown Brothers Harriman & Co. 0.00% No change 437 $8K
Capital Analysts, LLC 0.00% Reduce -58.7% 393 $8K
Quent Capital, LLC 0.00% No change 363 $7K
Principal Securities, Inc. 0.00% Reduce -1.7% 286 $6K
Nemes Rush Group LLC 0.00% No change 274 $5K
WealthCollab, LLC 0.00% No change 253 $5K
Jones Financial Companies LLLP 0.00% New 217 $4K
First Horizon Advisors, Inc. 0.00% Reduce -44.1% 212 $4K
Oakworth Capital, Inc. 0.00% No change 201 $4K
Cornerstone Planning Group LLC 0.00% Add +2.2% 189 $4K
Whittier Trust Co. 0.00% No change 159 $3K
Cedar Mountain Advisors, LLC 0.00% No change 153 $3K
Spire Wealth Management 0.00% Add +202.1% 142 $3K
Farther Finance Advisors, LLC 0.00% Reduce -41.6% 136 $3K
DecisionPoint Financial, LLC 0.00% No change 126 $2K
Bruce G. Allen Investments, LLC 0.00% Add +130.8% 120 $2K
Prestige Wealth Management Group LLC 0.00% No change 98 $2K
Private Wealth Management Group, LLC 0.00% New 93 $2K
IFP Advisors, Inc 0.00% New 89 $2K
Farmers & Merchants Investments Inc. 0.00% Reduce -5.6% 85 $2K
Bell Investment Advisors, Inc 0.00% Reduce -23.8% 80 $2K
Blue Trust, Inc. 0.00% Reduce -82.1% 73 $1K
Parkside Financial Bank & Trust 0.00% Reduce -65.7% 72 $1K
UMB Bank, n.a. 0.00% New 71 $1K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -29.6% 69 $1K
CoreCap Advisors, LLC 0.00% New 61 $1K
Northwest Capital Management Inc 0.00% No change 59 $1K
Carolinas Wealth Consulting LLC 0.00% New 59 $1K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% New 38 $1K
Creative Financial Designs Inc. 0.00% No change 51 $987
AdvisorNet Financial, Inc 0.00% Add +150.0% 50 $968
NewEdge Advisors, LLC 0.00% No change 39 $755
Janiczek Wealth Management, LLC 0.00% No change 36 $697
West Paces Advisors Inc. 0.00% New 29 $561
Raffa Wealth Management, LLC 0.00% No change 27 $522
Bokf, NA 0.00% New 26 $491
Gradient Investments LLC 0.00% Reduce -50.0% 19 $368
MV Capital Management, Inc. 0.00% New 17 $329
TFO Wealth Partners, LLC 0.00% No change 8 $155
Pacific Center for Financial Services 0.00% No change 6 $117
Larson Financial Group LLC 0.00% No change 4 $79
Hexagon Capital Partners LLC 0.00% Reduce -88.9% 3 $58
Arax Advisory Partners 0.00% Reduce -99.4% 1 $27

"% of holder's portfolio" is COLB's weight in each manager's 13F, not the share of Columbia Banking System Inc. the manager owns.