Columbia Banking SystemCOLB

13F holders, Q2 2024 (June 30)
363holders +7
50new positions
47sold out
6famous investors
$19.90avg. 13F price*

At the end of Q2 2024, 363 institutions reported holding Columbia Banking System Inc. (COLB) in their 13F filings, up 7 from Q1 2024. 50 opened new positions and 47 sold out. The largest holders were Vanguard Group Inc. ($442.2M), BlackRock Inc. ($364.5M) and T. Rowe Price Investment Management, Inc. ($230.2M). 6 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024

InstitutionsTotal Value
New Positions50$89.1M
Exits47$87.7M

All 13F filers, Q1 2024 → Q2 2024: 17,666,602 shares bought and 15,386,932 shares sold, net +2,279,670 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 363 holders

Vanguard Group Inc. 0.01% Reduce -0.4% 22,233,064 $442.2M
BlackRock Inc. 0.01% Reduce -6.4% 18,323,856 $364.5M
T. Rowe Price Investment Management, Inc. 0.15% Add +5.2% 11,571,167 $230.2M
State Street Corp. 0.01% Reduce -0.3% 10,639,892 $211.6M
Franklin Resources Inc. 0.05% Add +4.2% 7,582,305 $150.8M
Charles Schwab Investment Management Inc. 0.03% Reduce -0.4% 6,930,926 $137.9M
Massachusetts Financial Services Co. 0.04% Reduce -0.8% 6,765,676 $134.6M
Morgan Stanley 0.01% Reduce -24.5% 6,381,701 $126.9M
American Century Companies Inc. 0.08% Add +6.7% 6,191,704 $123.2M
Wellington Management Group LLP 0.02% Add +18.0% 5,047,692 $100.4M
Macquarie Group Ltd. 0.11% Add +11.8% 4,723,284 $93.9M
Bank of New York Mellon Corp 0.02% Add +0.5% 4,718,494 $93.9M
Silvercrest Asset Management Group LLC 0.53% Reduce -12.8% 3,895,761 $77.5M
Geode Capital Management, LLC 0.01% Add +3.3% 3,675,385 $73.1M
Dimensional Fund Advisors LP 0.02% Add +812.2% 3,182,655 $63.3M
Invesco Ltd. 0.01% Reduce -14.5% 2,734,927 $54.4M
Epoch Investment Partners, Inc. 0.23% Reduce -0.4% 2,550,067 $50.7M
Pzena Investment Management LLC 0.17% Reduce -1.0% 2,432,447 $48.4M
Barrow Hanley Mewhinney & Strauss LLC 0.16% Add +1.6% 2,330,133 $46.3M
Norges Bank 0.01% Reduce -0.1% 2,290,123 $45.6M
Cooke & Bieler LP 0.41% Reduce -2.0% 2,115,334 $42.1M
William Blair Investment Management, LLC 0.09% Reduce -0.3% 1,786,845 $35.5M
Janus Henderson Group PLC 0.02% Add +1733.7% 1,700,965 $33.8M
Fisher Asset Management 0.01% Reduce -1.6% 1,561,093 $31.1M
Manufacturers Life Insurance Company, The 0.03% Reduce -3.1% 1,555,244 $30.9M
Northern Trust Corp. 0.01% Add +7.5% 1,486,014 $29.6M
Ameriprise Financial Inc. 0.01% Add +18.3% 1,437,714 $28.6M
Bank of America Corp. 0.00% Reduce -17.3% 1,411,138 $28.1M
First Trust Advisors LP 0.03% Add +79.3% 1,348,084 $26.8M
Segall Bryant & Hamill, LLC 0.47% Reduce -12.9% 1,344,487 $26.7M
Balyasny Asset Management L.P. 0.07% New 1,329,272 $26.4M
Palisade Capital Management, LP 0.70% New 1,143,036 $22.7M
Capital World Investors 0.00% No change 1,063,800 $21.2M
Voloridge Investment Management, LLC 0.07% Add +14.9% 1,001,903 $19.9M
Sei Investments Co. 0.03% Add +3.9% 992,572 $19.7M
Leeward Investments, LLC - MA 0.85% Add +5.6% 931,912 $18.5M
Systematic Financial Management LP 0.54% Reduce -2.9% 899,129 $17.9M
D. E. Shaw & Co. 0.03% Add +87.7% 867,327 $17.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +27.8% 859,376 $17.1M
Public Employees Retirement Association of Colorado 0.07% Reduce -0.2% 858,657 $17.1M
Citadel Advisors 0.02% Add +75.2% 771,775 $15.4M
Mesirow Institutional Investment Management, Inc. 1.27% Add +41.1% 726,702 $14.5M
Rafferty Asset Management, LLC 0.05% Add +37.9% 698,621 $13.9M
Principal Financial Group Inc. 0.01% Reduce -11.2% 697,174 $13.9M
LSV Asset Management 0.03% Add +333.8% 639,042 $12.7M
JPMorgan Chase & Co. 0.00% Add +1.9% 619,175 $12.3M
Rhumbline Advisers 0.01% Reduce -2.5% 580,235 $11.5M
Renaissance Technologies 0.02% Add +90.8% 573,596 $11.4M
FMR LLC 0.00% Reduce -31.0% 545,981 $10.9M
Nuveen Asset Management, LLC 0.00% Reduce -3.5% 520,951 $10.4M
Barclays PLC 0.00% Reduce -44.3% 506,828 $10.1M
Stieven Capital Advisors, L.P. 2.09% New 475,500 $9.5M
Ceredex Value Advisors LLC 0.18% Reduce -1.3% 473,062 $9.4M
Davidson Investment Advisors 0.47% Reduce -1.4% 460,511 $9.2M
New York State Common Retirement Fund 0.01% Add +231.0% 450,185 $9.0M
Citigroup Inc. 0.01% Add +13.5% 445,059 $8.9M
Goldman Sachs Group Inc. 0.00% Reduce -38.9% 444,093 $8.8M
UBS Group AG 0.00% Add +286.4% 434,485 $8.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% Add +2.7% 431,701 $8.6M
Two Sigma Investments, LP 0.02% Add +166.9% 423,530 $8.4M
Keeley-Teton Advisors, LLC 1.05% Reduce -0.2% 412,635 $8.2M
Swiss National Bank 0.01% No change 411,121 $8.2M
South Dakota Investment Council 0.16% Add +106.6% 404,256 $8.0M
Royal Bank of Canada 0.00% Add +3.3% 403,801 $8.0M
Alliancebernstein L.P. 0.00% Reduce -17.9% 395,150 $7.9M
Peregrine Capital Management LLC 0.23% Reduce -0.3% 394,804 $7.9M
Eagle Asset Management Inc. 0.04% Reduce -8.3% 385,231 $7.6M
Raymond James & Associates 0.00% Reduce -23.1% 369,392 $7.3M
Chartwell Investment Partners, LLC 0.25% Reduce -3.0% 359,056 $7.1M
Thrivent Financial for Lutherans 0.01% Reduce -2.6% 356,335 $7.1M
Hotchkis & Wiley Capital Management LLC 0.02% Add +0.1% 343,210 $6.8M
Cardinal Capital Management LLC 1.84% Reduce -80.9% 337,359 $6.7M
Wells Fargo & Company 0.00% Reduce -1.9% 322,863 $6.4M
Algert Global LLC 0.21% Add +6.2% 321,874 $6.4M
Legal & General Group Plc 0.00% Add +1.3% 319,296 $6.4M
Rockefeller Capital Management L.P. 0.02% Add +6.5% 315,478 $6.3M
TD Asset Management Inc 0.01% Reduce -2.1% 309,704 $6.2M
Thompson Siegel & Walmsley LLC 0.10% Reduce -43.3% 300,647 $6.0M
Gilman Hill Asset Management, LLC 1.05% Reduce -1.0% 291,017 $5.8M
California Public Employees Retirement System 0.00% Reduce -15.1% 288,453 $5.7M
New York State Teachers Retirement System 0.01% No change 284,264 $5.7M
Moody Aldrich Partners LLC 1.09% Add +2.5% 280,901 $5.6M
Hunter Perkins Capital Management, LLC 1.16% Add +4.6% 277,697 $5.5M
Corebridge Financial, Inc. 0.03% — 264,830 $5.3M
Retirement Systems of Alabama 0.02% Reduce -1.3% 258,424 $5.1M
Easterly Investment Partners LLC 0.43% Add +72.3% 246,973 $4.9M
Arrowstreet Capital, Limited Partnership 0.00% New 243,269 $4.8M
D.A. Davidson & Co. 0.04% Add +27.1% 229,861 $4.6M
Kennedy Capital Management LLC 0.10% Add +9.3% 229,837 $4.6M
Interval Partners, LP 0.13% Add +142.3% 229,007 $4.6M
Nordea Investment Management AB 0.01% Add +47.9% 228,171 $4.5M
Russell Investments Group, Ltd. 0.01% Add +588.0% 219,778 $4.4M
State of Wisconsin Investment Board 0.01% Reduce -5.0% 209,809 $4.2M
Allworth Financial LP 0.03% Add +8.2% 175,080 $4.1M
California State Teachers Retirement System 0.01% Reduce -2.7% 203,632 $4.1M
Trillium Asset Management, LLC 0.10% Add +6.1% 199,643 $4.0M
Alaska Permanent Fund Corp 0.05% Add +17.9% 135,530 $3.5M
Envestnet Asset Management Inc. 0.00% Reduce -11.7% 176,332 $3.5M
CANADA LIFE ASSURANCE Co 0.01% Add +8.4% 173,541 $3.5M
Susquehanna International Group, LLP 0.01% Add +34.9% 169,550 $3.4M
Victory Capital Management Inc. 0.00% Reduce -2.6% 167,196 $3.3M
Siena Capital Partners GP, LLC 1.02% No change 156,302 $3.1M
Stifel Financial Corp. 0.00% Reduce -18.3% 155,242 $3.1M
ARGA Investment Management, LP 0.10% Add +96.4% 149,070 $3.0M
Dana Investment Advisors, Inc. 0.10% Reduce -1.3% 144,354 $2.9M
Cubist Systematic Strategies, LLC 0.05% Add +13.4% 141,713 $2.8M
Hantz Financial Services, Inc. 0.05% Reduce -3.1% 133,404 $2.7M
State Board of Administration of Florida Retirement System 0.01% Reduce -14.2% 132,453 $2.6M
Amalgamated Bank 0.02% Reduce -7.8% 131,163 $2.6M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.08% No change 127,021 $2.5M
Boothbay Fund Management, LLC 0.08% New 124,008 $2.5M
Two Sigma Advisers, LP 0.01% Add +769.3% 122,973 $2.4M
ZWJ Investment Counsel Inc. 0.11% Add +18.7% 121,931 $2.4M
Mutual of America Capital Management LLC 0.03% Reduce -3.5% 119,879 $2.4M
T. Rowe Price Associates Inc. 0.00% Add +3.8% 112,281 $2.2M
Capital Advisors Wealth Management, LLC 0.44% Add +21.6% 112,204 $2.2M
Cetera Investment Advisers 0.01% Add +135.8% 111,009 $2.2M
Sippican Capital Advisors 1.74% Add +27.3% 110,620 $2.2M
MetLife Investment Management, LLC 0.01% Reduce -3.8% 110,239 $2.2M
Janney Montgomery Scott LLC 0.01% Reduce -0.6% 109,752 $2.2M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +53.2% 113,537 $2.2M
State of New Jersey Common Pension Fund D 0.01% Reduce -32.4% 106,342 $2.1M
Caxton Associates LP 0.08% New 101,646 $2.0M
Truist Financial Corp. 0.00% Reduce -8.7% 101,605 $2.0M
Captrust Financial Advisors 0.01% Add +2.3% 99,447 $2.0M
Natixis Advisors, LLC 0.00% Add +37.8% 97,911 $1.9M
Treasurer of the State of North Carolina 0.01% Reduce -2.3% 90,729 $1.8M
Petiole USA ltd 1.50% No change 89,780 $1.8M
HSBC Holdings PLC 0.00% Add +164.6% 89,301 $1.8M
Man Group plc 0.00% New 88,254 $1.8M
Tower Research Capital LLC (TRC) 0.03% Add +986.0% 88,216 $1.8M
Yousif Capital Management, LLC 0.02% Reduce -7.4% 87,666 $1.7M
Holocene Advisors, LP 0.01% Reduce -72.0% 87,344 $1.7M
State of Tennessee, Department of Treasury 0.01% Add +173.8% 85,388 $1.7M
Ensign Peak Advisors, Inc 0.00% Reduce -25.6% 83,751 $1.7M
Pathstone Holdings, LLC 0.01% Add +44.8% 82,947 $1.6M
Public Employees Retirement System of Ohio 0.01% Reduce -47.5% 82,568 $1.6M
Jump Financial, LLC 0.03% Reduce -49.2% 82,372 $1.6M
Comerica Bank 0.01% Reduce -7.6% 80,965 $1.6M
Engineers Gate Manager LP 0.04% New 79,341 $1.6M
Focus Partners Advisor Solutions, LLC 0.04% New 78,562 $1.6M
Inspire Advisors, LLC 0.21% New 77,792 $1.5M
Jane Street Group, LLC 0.00% Reduce -19.9% 77,170 $1.5M
Federated Hermes, Inc. 0.00% Reduce -54.0% 76,467 $1.5M
Bank of Montreal 0.00% Add +114.9% 76,298 $1.5M
PMC FIG Opportunities LLC 2.28% New 75,992 $1.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% — 74,817 $1.5M
Linden Thomas Advisory Services, LLC 0.22% New 71,753 $1.4M
Range Financial Group LLC 0.72% Add +8.0% 70,668 $1.4M
Teachers Retirement System of the State of Kentucky 0.01% No change 69,030 $1.4M
Sowell Financial Services LLC 0.07% Reduce -3.2% 68,688 $1.4M
Commonwealth Equity Services, LLC 0.00% Add +18.7% 68,521 $1.4M
ExodusPoint Capital Management, LP 0.01% Reduce -19.6% 66,723 $1.3M
STRS Ohio 0.01% Reduce -7.8% 65,679 $1.3M
US Bancorp \de 0.00% Add +5.3% 65,130 $1.3M
LPL Financial LLC 0.00% Reduce -3.6% 63,338 $1.3M
Millennium Management 0.00% Reduce -78.7% 61,154 $1.2M
Moore Capital Management, LP 0.03% New 59,685 $1.2M
Louisiana State Employees Retirement System 0.02% Reduce -1.3% 59,200 $1.2M
Cornercap Investment Counsel Inc. 0.19% Add +20.3% 58,810 $1.2M
Arizona State Retirement System 0.01% Add +1.9% 58,406 $1.2M
Hennessy Advisors Inc. 0.04% No change 55,000 $1.1M
PARK CIRCLE Co 1.07% New 54,400 $1.1M
Walleye Capital LLC 0.01% Reduce -69.9% 53,859 $1.1M
First Hawaiian Bank 0.04% Add +81.4% 52,594 $1.0M
State of Michigan Retirement System 0.01% Reduce -1.6% 50,441 $1.0M
Nisa Investment Advisors, LLC 0.01% Reduce -15.9% 47,953 $954K
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.4% 46,730 $929K
SG Americas Securities, LLC 0.01% Reduce -34.8% 46,601 $927K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +0.6% 46,407 $923K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +10.7% 46,391 $923K
Glenmede Trust Co. NA 0.00% Add +19.7% 45,060 $896K
Ameritas Investment Partners, Inc. 0.03% Reduce -3.3% 44,534 $886K
Raymond James Financial Services Advisors, Inc. 0.00% Add +7.8% 44,338 $882K
Oregon Public Employees Retirement Fund 0.02% Reduce -15.7% 43,468 $865K
Tidal Investments LLC 0.01% New 42,720 $850K
Schonfeld Strategic Advisors LLC 0.01% Reduce -71.3% 42,601 $847K
New Mexico Educational Retirement Board 0.03% No change 42,514 $846K
Creative Planning 0.00% Add +39.2% 42,063 $837K
Atria Investments, Inc 0.01% New 40,914 $814K
Handelsbanken Fonder AB 0.00% No change 39,921 $794K
Mitsubishi UFJ Trust & Banking Corp 0.00% New 39,833 $792K
Sittner & Nelson, LLC 0.39% Reduce -3.2% 39,519 $786K
Guggenheim Capital LLC 0.01% Reduce -8.1% 38,036 $757K
Gallagher Fiduciary Advisors, LLC 0.17% New 37,319 $742K
Corient Private Wealth LP 0.00% Add +6.8% 37,252 $741K
Y-Intercept (Hong Kong) Ltd 0.04% Add +92.6% 36,920 $734K
Clean Yield Group 0.27% Add +306.5% 36,147 $719K
Quantbot Technologies LP 0.03% Reduce -88.5% 35,528 $707K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -6.0% 35,412 $704K
Abbrea Capital, LLC 0.09% No change 35,021 $697K
Moody National Bank Trust Division 0.05% No change 34,434 $685K
Talbot Financial, LLC 0.09% Add +11.4% 34,015 $677K
Wbi Investments, LLC 0.16% New 33,327 $663K
Quad-Cities Investment Group, LLC 0.36% Add +0.4% 33,064 $658K
Vista Investment Management 0.26% Reduce -1.8% 32,795 $652K
Henshaw Capital LLC 0.03% Add +1.9% 31,592 $628K
Pacer Advisors, Inc. 0.00% Add +0.9% 31,365 $624K
Entropy Technologies, LP 0.07% Reduce -74.0% 30,749 $612K
Numerai GP LLC 0.22% Reduce -85.1% 30,743 $611K
Neuberger Berman Group LLC 0.00% Add +48.4% 30,361 $604K
Voya Investment Management LLC 0.00% Add +18.0% 29,393 $585K
Essex Financial Services, Inc. 0.04% Add +25.3% 24,540 $576K
AQR Capital Management 0.00% New 28,820 $560K
Fourthstone LLC 0.18% New 28,100 $559K
Cambridge Investment Research Advisors, Inc. 0.00% Add +2.6% 27,690 $551K
Caprock Group, LLC 0.02% Add +0.4% 27,689 $551K
Prudential Financial Inc. 0.00% Reduce -1.1% 27,203 $541K
Prelude Capital Management, LLC 0.04% Add +35.0% 27,000 $537K
Paloma Partners Management Co 0.06% New 25,943 $516K
Deutsche Bank AG 0.00% Reduce -86.5% 25,749 $512K
Orion Porfolio Solutions, LLC 0.01% Reduce -18.0% 25,535 $508K
Orion Portfolio Solutions, LLC 0.01% Reduce -18.0% 25,535 $508K
Dakota Wealth Management 0.01% Reduce -2.6% 24,686 $491K
KBC Group NV 0.00% Reduce -6.8% 24,633 $490K
Pictet Asset Management Holding SA 0.00% No change 24,541 $488K
Bleakley Financial Group, LLC 0.01% Add +11.6% 24,393 $485K
Simplicity Wealth,LLC 0.01% Add +12.0% 24,393 $485K
Gould Capital, LLC 0.33% No change 23,248 $462K
State of Alaska, Department of Revenue 0.01% No change 22,527 $448K
Xponance LLC 0.00% Reduce -8.9% 22,496 $447K
Commerce Bank 0.00% No change 22,343 $444K
EverSource Wealth Advisors, LLC 0.03% Reduce -0.1% 16,846 $441K
Central Pacific Bank - Trust Division 0.05% No change 21,905 $436K
Wolverine Asset Management LLC 0.04% New 21,717 $432K
Osaic Holdings, Inc. 0.00% Reduce -34.8% 21,619 $430K
Brevan Howard Capital Management LP 0.03% Reduce -69.5% 21,580 $429K
Vanguard Personalized Indexing Management, LLC 0.01% Add +41.9% 22,969 $423K
Freestone Capital Holdings, LLC 0.01% Add +11.7% 19,510 $388K
IMS Capital Management 0.18% Reduce -7.5% 16,364 $387K
Resources Management Corp. /CT/ 0.06% No change 19,250 $383K
Ironwood Investment Management LLC 0.20% Reduce -0.5% 19,153 $381K
Readystate Asset Management LP 0.03% New 18,955 $377K
Trexquant Investment LP 0.01% Reduce -89.4% 18,594 $370K
Verdence Capital Advisors LLC 0.03% Add +15.1% 18,499 $368K
Centiva Capital, LP 0.02% Reduce -69.9% 18,201 $362K
PNC Financial Services Group, Inc. 0.00% Reduce -9.9% 17,196 $342K
United Services Automobile Association 0.01% No change 17,093 $340K
Securian Asset Management, Inc. 0.01% Reduce -2.6% 16,699 $332K
Maryland State Retirement & Pension System 0.01% No change 16,233 $323K
Stockman Wealth Management, Inc. 0.06% No change 16,000 $318K
Freedom Day Solutions, LLC 0.11% No change 15,905 $316K
Scientech Research LLC 0.06% New 15,413 $307K
Salzhauer Michael 0.25% No change 15,286 $304K
Sepio Capital, LP 0.03% Reduce -2.3% 14,996 $298K
BNP Paribas Financial Markets 0.00% Reduce -91.5% 14,805 $294K
Arden Trust Co 0.04% New 14,435 $287K
TRUE Private Wealth Advisors 0.03% Reduce -43.1% 14,426 $287K
AlTi Global, Inc. 0.01% No change 14,146 $281K
Paragon Capital Management Ltd 0.05% New 13,944 $277K
Savant Capital, LLC 0.00% New 13,484 $268K
Cwm, LLC 0.00% Add +84.2% 13,468 $268K
Mercer Global Advisors Inc. 0.00% Reduce -6.0% 13,325 $265K
Cerity Partners LLC 0.00% Add +10.3% 13,319 $265K
Mariner, LLC 0.00% Reduce -2.6% 13,290 $264K
Coldstream Capital Management Inc. 0.01% New 13,229 $263K
Versor Investments LP 0.05% Add +1.6% 12,900 $257K
Crossmark Global Holdings, Inc. 0.00% Reduce -6.6% 12,867 $256K
Verition Fund Management LLC 0.00% Reduce -37.8% 12,524 $249K
Ausbil Investment Management Ltd 0.11% New 12,417 $247K
Keybank National Association 0.00% Reduce -45.5% 12,338 $245K
Merriman Wealth Management, LLC 0.01% No change 12,266 $244K
Summit Trail Advisors, LLC 0.01% New 12,108 $241K
Kestra Advisory Services, LLC 0.00% Reduce -5.8% 12,064 $240K
Ferguson Wellman Capital Management, Inc. 0.00% Reduce -6.3% 11,912 $237K
Vident Advisory, LLC 0.01% New 11,858 $236K
Kingsview Wealth Management, LLC 0.01% New 11,791 $235K
Profund Advisors LLC 0.01% Reduce -13.5% 11,786 $234K
Kiley Juergens Wealth Management, LLC 0.06% Reduce -9.6% 11,588 $230K
Utah Retirement Systems 0.00% No change 11,470 $228K
Teacher Retirement System of Texas 0.00% New 11,290 $225K
Mengis Capital Management, Inc. 0.04% Reduce -85.5% 10,319 $205K
De Lisle Partners LLP 0.04% New 10,221 $203K
M&T Bank Corp 0.00% New 10,132 $202K
Steward Partners Investment Advisory, LLC 0.00% Reduce -26.5% 8,410 $167K
Caldwell Sutter Capital, Inc. 0.08% Add +0.1% 8,281 $165K
Lanark Financial, Inc. 0.01% Add +22.7% 8,244 $163K
Covestor Ltd 0.09% Reduce -33.4% 7,147 $142K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -8.6% 6,871 $137K
Ariadne Wealth Management, LP 0.11% — 12,666 $136K
Bessemer Group Inc. 0.00% Reduce -14.2% 6,421 $127K
TD Private Client Wealth LLC 0.00% Reduce -0.2% 6,144 $122K
Blue Trust, Inc. 0.00% Add +8253.4% 6,098 $118K
Jones Financial Companies LLLP 0.00% Add +2593.6% 5,845 $116K
EntryPoint Capital, LLC 0.05% Add +479.3% 5,306 $106K
Hamilton Capital Partners Inc. 0.01% No change 5,203 $103K
Signaturefd, LLC 0.00% Add +44.1% 5,058 $101K
C M Bidwell & Associates Ltd. 0.06% New 4,230 $84K
CI Investments Inc. 0.00% Add +1.9% 4,098 $82K
Hexagon Capital Partners LLC 0.02% Add +137166.7% 4,118 $82K
TD Waterhouse Canada Inc. 0.00% Reduce -45.8% 3,903 $77K
Annis Gardner Whiting Capital Advisors, LLC 0.02% No change 3,828 $76K
Quadrant Capital Group LLC 0.01% Add +26.0% 3,632 $72K
Bellevue Asset Management, LLC 0.03% No change 3,087 $61K
Global Retirement Partners, LLC 0.00% Add +76.9% 2,829 $56K
Stephens Consulting, LLC 0.02% Reduce -50.0% 2,818 $56K
Lazard Asset Management LLC 0.00% New 2,731 $54K
CIBC Private Wealth Group LLC 0.00% Reduce -67.8% 2,731 $53K
Allspring Global Investments Holdings, LLC 0.00% Add +111.5% 2,618 $52K
Huntington National Bank 0.00% Reduce -51.6% 2,549 $51K
GAMMA Investing LLC 0.01% Add +144.0% 2,350 $47K
Lindbrook Capital, LLC 0.00% Add +85.7% 2,258 $45K
Plante Moran Financial Advisors, LLC 0.00% No change 1,947 $39K
Fifth Third Bancorp 0.00% Reduce -1.2% 1,946 $39K
Picton Mahoney Asset Management 0.00% New 1,643 $33K
First Pacific Financial 0.01% No change 1,504 $30K
Nomura Asset Management Co. Ltd. 0.00% No change 1,500 $30K
Parallel Advisors, LLC 0.00% Reduce -19.9% 1,492 $30K
Riverview Trust Co 0.02% No change 1,253 $25K
Versant Capital Management, Inc 0.01% Reduce -1.0% 1,024 $20K
1620 Investment Advisors, Inc. 0.01% New 958 $19K
Smartleaf Asset Management LLC 0.00% Reduce -78.1% 851 $16K
Quent Capital, LLC 0.00% Add +123.1% 810 $16K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -10.8% 712 $14K
Group One Trading LLC 0.00% Reduce -89.0% 657 $13K
Clearstead Advisors, LLC 0.00% New 634 $13K
Pinnacle Holdings, LLC 0.01% No change 592 $12K
Register Financial Advisors LLC 0.01% No change 548 $11K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 543 $11K
Assetmark, Inc. 0.00% Reduce -0.4% 513 $10K
Brown, Lisle/Cummings, Inc. 0.00% No change 507 $10K
National Bank of Canada 0.00% Reduce -97.8% 450 $9K
Coppell Advisory Solutions LLC 0.00% — 401 $8K
Ashton Thomas Private Wealth, LLC 0.00% New 361 $7K
Farther Finance Advisors, LLC 0.00% Add +122.1% 302 $6K
Nemes Rush Group LLC 0.00% No change 274 $5K
Parkside Financial Bank & Trust 0.00% Add +254.2% 255 $5K
WealthCollab, LLC 0.00% No change 253 $5K
Principal Securities, Inc. 0.00% Reduce -19.2% 231 $5K
Cornerstone Planning Group LLC 0.00% Add +1.6% 192 $4K
Oakworth Capital, Inc. 0.00% No change 201 $4K
Concourse Financial Group Securities, Inc. 0.00% Add +0.0% 186 $4K
Avior Wealth Management, LLC 0.00% Reduce -82.8% 178 $4K
UMB Bank, n.a. 0.00% Add +138.0% 169 $3K
DecisionPoint Financial, LLC 0.00% No change 126 $3K
Whittier Trust Co. 0.00% No change 159 $3K
Cedar Mountain Advisors, LLC 0.00% No change 153 $3K
Cullen/Frost Bankers, Inc. 0.00% New 140 $3K
Sachetta, LLC 0.00% New 96 $3K
IFP Advisors, Inc 0.00% Add +34.8% 120 $2K
Farmers & Merchants Investments Inc. 0.00% No change 85 $2K
Spire Wealth Management 0.00% Reduce -41.5% 83 $2K
Carolinas Wealth Consulting LLC 0.00% Add +39.0% 82 $2K
First Horizon Advisors, Inc. 0.00% Reduce -64.2% 76 $2K
AdvisorNet Financial, Inc 0.00% Add +48.0% 74 $1K
JFS Wealth Advisors, LLC 0.00% New 64 $1K
Northwest Capital Management Inc 0.00% No change 59 $1K
Bell Investment Advisors, Inc 0.00% Reduce -32.5% 54 $1K
Creative Financial Designs Inc. 0.00% No change 51 $1K
Avion Wealth 0.00% New 100 $1K
Lynx Investment Advisory 0.00% — 45 $895
NewEdge Advisors, LLC 0.00% No change 39 $776
Bruce G. Allen Investments, LLC 0.00% Reduce -72.5% 33 $656
West Paces Advisors Inc. 0.00% No change 29 $577
Raffa Wealth Management, LLC 0.00% No change 27 $537
Bokf, NA 0.00% No change 26 $517
SJS Investment Consulting Inc. 0.00% New 24 $478
DiNuzzo Private Wealth, Inc. 0.00% New 23 $458
SWAN Capital LLC 0.00% New 12 $239
Pacific Center for Financial Services 0.00% No change 6 $120
Larson Financial Group LLC 0.00% No change 4 $83
MV Capital Management, Inc. 0.00% Reduce -76.5% 4 $80
Innealta Capital, LLC 0.00% New 1 $20

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