Columbia Banking SystemCOLB

13F holders, Q1 2025 (March 31)
399holders −3
45new positions
49sold out
5famous investors
$24.93avg. 13F price*

At the end of Q1 2025, 399 institutions reported holding Columbia Banking System Inc. (COLB) in their 13F filings, down 3 from Q4 2024. 45 opened new positions and 49 sold out. The largest holders were Vanguard Group Inc. ($532.6M), BlackRock, Inc. ($474.2M) and T. Rowe Price Investment Management, Inc. ($317.8M). 5 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions45$61.9M
Exits49$53.2M

All 13F filers, Q4 2024 → Q1 2025: 13,927,570 shares bought and 9,787,453 shares sold, net +4,140,117 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 399 holders

Vanguard Group Inc. 0.01% Add +0.1% 21,353,837 $532.6M
BlackRock, Inc. 0.01% Reduce -0.8% 19,014,475 $474.2M
T. Rowe Price Investment Management, Inc. 0.21% Add +0.9% 12,742,629 $317.8M
State Street Corp. 0.01% Reduce -7.6% 10,053,015 $250.7M
Charles Schwab Investment Management Inc. 0.04% Add +4.8% 7,667,271 $191.2M
American Century Companies Inc. 0.12% Reduce -0.5% 7,567,090 $188.7M
Franklin Resources Inc. 0.05% Add +2.7% 7,023,495 $175.2M
Dimensional Fund Advisors LP 0.04% Add +18.4% 6,527,612 $162.8M
Morgan Stanley 0.01% Add +3.9% 6,009,988 $149.9M
JPMorgan Chase & Co. 0.01% Add +221.3% 5,947,950 $148.3M
Massachusetts Financial Services Co. 0.05% Reduce -5.3% 5,883,429 $146.7M
Macquarie Group Ltd. 0.14% Reduce -4.8% 4,394,690 $109.6M
Silvercrest Asset Management Group LLC 0.75% Add +2.8% 4,188,501 $104.5M
Geode Capital Management, LLC 0.01% Add +6.4% 3,892,796 $97.1M
Bank of New York Mellon Corp 0.01% Reduce -18.1% 3,039,363 $75.8M
Epoch Investment Partners, Inc. 0.35% Add +13.3% 2,703,761 $67.4M
Invesco Ltd. 0.01% Add +4.9% 2,578,297 $64.3M
Wellington Management Group LLP 0.01% Reduce -37.1% 2,570,260 $64.1M
Barrow Hanley Mewhinney & Strauss LLC 0.20% Add +0.9% 2,243,159 $55.9M
Norges Bank 0.01% Reduce -7.7% 2,230,622 $55.6M
Fisher Asset Management 0.02% Add +21.9% 2,178,001 $54.3M
Deprince Race & Zollo Inc. 1.12% Add +2.2% 2,156,543 $53.8M
Cooke & Bieler LP 0.54% Add +6.5% 2,150,641 $53.6M
Ameriprise Financial Inc. 0.01% Add +1.2% 1,746,178 $43.5M
Northern Trust Corp. 0.01% Reduce -4.5% 1,689,009 $42.1M
First Trust Advisors LP 0.03% Reduce -1.2% 1,538,088 $38.4M
Manufacturers Life Insurance Company, The 0.04% Add +0.3% 1,523,494 $38.0M
Segall Bryant & Hamill, LLC 0.56% Reduce -2.3% 1,474,244 $36.8M
Pzena Investment Management LLC 0.12% Reduce -0.6% 1,419,939 $35.4M
LSV Asset Management 0.08% Add +81.5% 1,331,143 $33.2M
Boston Partners 0.04% Add +0.3% 1,274,611 $31.3M
William Blair Investment Management, LLC 0.08% Reduce -31.8% 1,209,644 $30.2M
Systematic Financial Management LP 0.83% Reduce -0.7% 1,173,695 $29.3M
Bank of America Corp. 0.00% Add +23.9% 1,162,964 $29.0M
Sei Investments Co. 0.04% Add +5.7% 1,150,986 $28.7M
Palisade Capital Management, LP 0.88% Reduce -1.0% 1,074,071 $26.8M
Capital World Investors 0.00% No change 1,063,800 $26.5M
Janus Henderson Group PLC 0.01% Reduce -30.9% 1,034,471 $25.6M
Raymond James Financial Inc. 0.01% Add +21.0% 1,006,864 $25.1M
Leeward Investments, LLC - MA 1.28% Reduce -4.3% 965,611 $24.1M
Stieven Capital Advisors, L.P. 4.61% Reduce -1.8% 954,832 $23.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +1.9% 887,267 $22.1M
Public Employees Retirement Association of Colorado 0.09% No change 855,411 $21.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.06% Add +11.4% 822,473 $20.5M
UBS Group AG 0.00% Reduce -36.0% 790,441 $19.7M
Balyasny Asset Management L.P. 0.05% New 762,683 $19.0M
MetLife Investment Management, LLC 0.10% Add +528.4% 742,107 $18.5M
Basswood Capital Management, L.L.C. 0.98% Add +17.8% 698,667 $17.4M
New York State Common Retirement Fund 0.02% Add +4.5% 676,435 $16.9M
T. Rowe Price Associates Inc. 0.00% Add +65.0% 657,294 $16.4M
Kennedy Capital Management LLC 0.34% Add +37.4% 575,496 $14.4M
Rhumbline Advisers 0.01% Add +0.2% 575,471 $14.4M
Nuveen, LLC 0.00% — 504,744 $12.6M
Easterly Investment Partners LLC 1.02% Add +1.3% 493,420 $12.3M
Goldman Sachs Group Inc. 0.00% Add +28.4% 492,775 $12.3M
Millennium Management 0.01% Add +572.7% 484,730 $12.1M
Principal Financial Group Inc. 0.01% Add +0.4% 482,353 $12.0M
Ceredex Value Advisors LLC 0.26% Add +1.4% 481,562 $12.0M
Clearbridge Investments, LLC 0.01% New 445,424 $11.1M
Royal Bank of Canada 0.00% Reduce -2.3% 419,434 $10.5M
TD Asset Management Inc 0.01% Reduce -5.5% 407,699 $10.2M
Swiss National Bank 0.01% Reduce -1.5% 405,921 $10.1M
M&G PLC 0.07% New 404,019 $10.1M
Nordea Investment Management AB 0.01% Add +0.6% 393,755 $9.7M
Renaissance Technologies 0.01% New 371,696 $9.3M
Keeley-Teton Advisors, LLC 1.11% Add +2.9% 367,599 $9.2M
Susquehanna Fundamental Investments, LLC 0.15% Reduce -5.4% 358,269 $8.9M
Hotchkis & Wiley Capital Management LLC 0.03% Reduce -27.7% 350,198 $8.7M
Russell Investments Group, Ltd. 0.01% Add +33.0% 349,836 $8.7M
Moody Aldrich Partners LLC 1.73% Reduce -1.5% 332,054 $8.3M
Legal & General Group Plc 0.00% Add +1.8% 330,417 $8.2M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Add +19.0% 321,830 $8.0M
California Public Employees Retirement System 0.01% Add +3.7% 290,780 $7.3M
Alliancebernstein L.P. 0.00% Reduce -2.6% 287,043 $7.2M
New York State Teachers Retirement System 0.02% Reduce -1.3% 284,487 $7.1M
Quantinno Capital Management LP 0.05% Add +1799.1% 281,631 $7.0M
Gilman Hill Asset Management, LLC 1.20% Add +0.8% 276,574 $6.9M
Retirement Systems of Alabama 0.02% Add +0.1% 255,030 $6.4M
Voloridge Investment Management, LLC 0.02% Add +113.9% 252,835 $6.3M
Peregrine Capital Management LLC 0.20% Reduce -5.2% 246,979 $6.2M
Wells Fargo & Company 0.00% Add +10.9% 244,922 $6.1M
Rafferty Asset Management, LLC 0.03% Reduce -27.2% 240,363 $6.0M
Corebridge Financial, Inc. 0.03% Reduce -2.4% 231,434 $5.8M
Phocas Financial Corp. 0.87% Reduce -5.4% 228,169 $5.7M
State of Wisconsin Investment Board 0.01% Add +0.2% 211,744 $5.3M
Hunter Perkins Capital Management, LLC 1.15% Add +3.7% 197,851 $4.9M
Envestnet Asset Management Inc. 0.00% Add +21.4% 196,894 $4.9M
California State Teachers Retirement System 0.01% Reduce -1.1% 193,729 $4.8M
Rockefeller Capital Management L.P. 0.01% Reduce -2.0% 191,206 $4.8M
Citigroup Inc. 0.00% Reduce -25.0% 190,606 $4.8M
Allworth Financial LP 0.03% Add +12.4% 192,748 $4.5M
Barclays PLC 0.00% Reduce -57.1% 179,496 $4.5M
CANADA LIFE ASSURANCE Co 0.01% Reduce -7.9% 175,319 $4.4M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +12.6% 170,750 $4.2M
D.A. Davidson & Co. 0.03% Add +13.5% 165,940 $4.1M
ZWJ Investment Counsel Inc. 0.16% Add +23.0% 162,561 $4.1M
Susquehanna International Group, LLP 0.01% Add +95.3% 161,519 $4.0M
Sterling Capital Management LLC 0.06% Reduce -10.2% 160,458 $4.0M
Siena Capital Partners GP, LLC 1.16% No change 156,302 $3.9M
Victory Capital Management Inc. 0.00% Add +10.5% 145,029 $3.6M
Federated Hermes, Inc. 0.01% Reduce -3.0% 137,786 $3.4M
LPL Financial LLC 0.00% Add +42.2% 137,496 $3.4M
State Board of Administration of Florida Retirement System 0.01% No change 132,453 $3.3M
Pathstone Holdings, LLC 0.01% Reduce -9.2% 130,385 $3.3M
Expect Equity LLC 3.57% Reduce -10.9% 127,065 $3.2M
Janney Montgomery Scott LLC 0.01% Add +2.7% 125,545 $3.1M
Hantz Financial Services, Inc. 0.06% Reduce -1.3% 125,311 $3.1M
Capital Advisors Wealth Management, LLC 0.54% Add +3.5% 122,099 $3.0M
Alaska Permanent Fund Corp 0.04% No change 135,530 $3.0M
Dana Investment Advisors, Inc. 0.11% Reduce -2.5% 119,018 $3.0M
Cetera Investment Advisers 0.01% Add +4.5% 115,840 $2.9M
Leuthold Group, LLC 0.36% Reduce -5.9% 110,687 $2.8M
Sippican Capital Advisors 2.03% Add +0.5% 108,027 $2.7M
Mutual of America Capital Management LLC 0.03% Reduce -2.6% 107,844 $2.7M
Hussman Strategic Advisors, Inc. 0.63% New 105,000 $2.6M
Citadel Advisors 0.00% Reduce -48.4% 103,919 $2.6M
Inspire Advisors, LLC 0.29% Add +36.5% 100,766 $2.5M
Mackenzie Financial Corp. 0.00% Reduce -75.2% 100,624 $2.5M
Two Sigma Investments, LP 0.01% Reduce -35.1% 97,614 $2.4M
Amalgamated Bank 0.02% Reduce -2.7% 97,043 $2.4M
Treasurer of the State of North Carolina 0.01% Add +4.1% 95,399 $2.4M
ARGA Investment Management, LP 0.08% No change 90,047 $2.2M
Petiole USA ltd 1.58% No change 89,780 $2.2M
Thrivent Financial for Lutherans 0.00% Reduce -35.0% 86,103 $2.1M
Mubadala Investment Co PJSC 0.01% Add +1.6% 85,989 $2.1M
State of Tennessee, Department of Treasury 0.01% Reduce -22.1% 85,859 $2.1M
ExodusPoint Capital Management, LP 0.03% New 85,654 $2.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +23.7% 82,719 $2.1M
Jane Street Group, LLC 0.00% Reduce -41.7% 81,921 $2.0M
Natixis Advisors, LLC 0.00% Reduce -23.1% 81,550 $2.0M
South Dakota Investment Council 0.04% Reduce -67.5% 77,982 $1.9M
Commonwealth Equity Services, LLC 0.00% Add +4.2% 75,450 $1.9M
Focus Partners Advisor Solutions, LLC 0.03% Add +1.2% 75,319 $1.9M
Police & Firemen's Retirement System of New Jersey 0.02% No change 74,763 $1.9M
State of New Jersey Common Pension Fund D 0.01% Reduce -15.0% 73,472 $1.8M
Ensign Peak Advisors, Inc 0.00% Add +6.3% 72,902 $1.8M
Yousif Capital Management, LLC 0.02% Reduce -2.6% 71,640 $1.8M
Range Financial Group LLC 0.79% Add +3.5% 71,509 $1.8M
Linden Thomas Advisory Services, LLC 0.23% Add +0.3% 71,491 $1.8M
Sowell Financial Services LLC 0.08% Add +0.6% 71,326 $1.8M
Public Employees Retirement System of Ohio 0.01% Reduce -3.4% 70,996 $1.8M
STRS Ohio 0.01% Reduce -0.7% 68,958 $1.7M
Captrust Financial Advisors 0.00% Add +25.6% 67,572 $1.7M
Creative Planning 0.00% Add +17.2% 67,258 $1.7M
Teachers Retirement System of the State of Kentucky 0.01% No change 65,800 $1.6M
Lighthouse Investment Partners, LLC 0.07% New 63,855 $1.6M
Comerica Bank 0.01% Add +1.0% 63,744 $1.6M
Alberta Investment Management Corp 0.01% New 63,300 $1.6M
Teacher Retirement System of Texas 0.01% Add +23.1% 61,990 $1.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +5.8% 60,150 $1.5M
Arizona State Retirement System 0.01% Reduce -1.1% 60,103 $1.5M
Louisiana State Employees Retirement System 0.03% Add +0.9% 58,700 $1.5M
Cerity Partners LLC 0.00% Reduce -4.7% 57,806 $1.4M
AQR Capital Management 0.00% Add +35.4% 56,675 $1.4M
Glenmede Trust Co. NA 0.01% Add +0.9% 55,818 $1.4M
US Bancorp \de 0.00% Reduce -0.8% 55,392 $1.4M
Handelsbanken Fonder AB 0.01% No change 55,221 $1.4M
Stifel Financial Corp. 0.00% Add +1.9% 54,767 $1.4M
PARK CIRCLE Co 1.21% No change 54,400 $1.4M
State of Michigan Retirement System 0.01% Add +1.0% 50,141 $1.3M
Moody National Bank Trust Division 0.13% No change 50,094 $1.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +8.2% 50,088 $1.2M
Mengis Capital Management, Inc. 0.26% Add +1.2% 49,982 $1.2M
Nisa Investment Advisors, LLC 0.01% Reduce -1.2% 49,080 $1.2M
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.1% 46,589 $1.2M
Caxton Associates LLP 0.04% — 46,114 $1.2M
Roehl & Yi Investment Advisors, LLC 0.60% Reduce -0.1% 44,258 $1.1M
Bank of Montreal 0.00% Reduce -0.1% 42,520 $1.1M
New Mexico Educational Retirement Board 0.04% No change 42,514 $1.1M
Oregon Public Employees Retirement Fund 0.02% Reduce -0.5% 42,488 $1.1M
Los Angeles Capital Management LLC 0.00% Reduce -81.3% 42,080 $1.0M
Ameritas Investment Partners, Inc. 0.04% Reduce -1.8% 41,227 $1.0M
Wealth Enhancement Advisory Services, LLC 0.00% Add +3.9% 40,952 $1.0M
Prudential Financial Inc. 0.00% Add +71.2% 40,951 $1.0M
KLP Kapitalforvaltning As 0.01% Reduce -5.4% 40,619 $1.0M
Sit Investment Associates Inc. 0.02% Add +28.2% 39,875 $994K
Clean Yield Group 0.31% Add +8.0% 38,214 $953K
Guggenheim Capital LLC 0.01% Add +23.8% 37,416 $933K
Mork Capital Management, LLC 0.72% No change 36,800 $918K
Angel Oak Capital Advisors, LLC 1.20% Add +16.1% 36,000 $898K
Sittner & Nelson, LLC 0.38% No change 35,519 $886K
Quadrant Capital Group LLC 0.03% Add +750.7% 34,937 $871K
Neuberger Berman Group LLC 0.00% Add +13.7% 34,176 $852K
Quad-Cities Investment Group, LLC 0.41% Add +5.0% 33,582 $838K
Tidal Investments LLC 0.01% Reduce -21.5% 33,164 $827K
Henshaw Capital LLC 0.04% Add +1.4% 32,933 $821K
Atria Investments, Inc 0.01% Add +7.2% 32,908 $821K
Wbi Investments, LLC 0.20% Reduce -17.8% 30,695 $766K
Pictet Asset Management Holding SA 0.00% Add +4.3% 30,475 $760K
Corient Private Wealth LP 0.00% Add +24.1% 29,902 $746K
Mach-1 Financial Group, LLC 0.21% New 28,641 $714K
Bleakley Financial Group, LLC 0.02% Add +8.1% 28,485 $710K
Kestra Investment Management, LLC 0.01% Reduce -16.0% 28,242 $704K
Gallagher Fiduciary Advisors, LLC 0.02% Add +3.9% 27,964 $697K
Deutsche Bank AG 0.00% Reduce -0.6% 27,741 $692K
Vanguard Personalized Indexing Management, LLC 0.01% Add +6.8% 26,594 $663K
Voya Investment Management LLC 0.00% Add +2.9% 26,057 $650K
Vista Investment Management 0.25% Reduce -5.3% 25,411 $634K
Hennessy Advisors Inc. 0.02% Reduce -54.5% 25,000 $624K
Orion Porfolio Solutions, LLC 0.01% Reduce -10.2% 24,935 $622K
Orion Portfolio Solutions, LLC 0.01% Reduce -10.2% 24,935 $622K
State of Alaska, Department of Revenue 0.01% Add +2.8% 24,552 $612K
Xponance LLC 0.01% Add +2.2% 24,313 $606K
BNP Paribas Financial Markets 0.00% Add +19.2% 23,945 $597K
Readystate Asset Management LP 0.05% New 23,602 $589K
Gould Capital, LLC 0.41% No change 23,248 $580K
Essex Financial Services, Inc. 0.04% Reduce -3.6% 22,862 $570K
Salzhauer Michael 0.36% Add +48.4% 22,686 $566K
Dakota Wealth Management 0.01% Reduce -1.8% 22,352 $557K
Commerce Bank 0.00% No change 22,343 $557K
Pinebridge Investments, L.P. 0.00% Reduce -69.3% 22,031 $549K
QRG Capital Management, Inc. 0.01% Add +126.8% 21,959 $548K
Mariner, LLC 0.00% Reduce -21.3% 21,433 $535K
Mercer Global Advisors Inc. 0.00% Add +49.4% 21,133 $527K
Fourthstone LLC 0.13% Reduce -43.3% 21,000 $524K
Verdence Capital Advisors LLC 0.04% Add +22.4% 20,311 $507K
M&T Bank Corp 0.00% Add +54.7% 20,270 $506K
PNC Financial Services Group, Inc. 0.00% Add +8.4% 20,259 $505K
Danske Bank A/S 0.00% Reduce -70.9% 19,877 $496K
Resources Management Corp. /CT/ 0.07% No change 19,250 $480K
Allium Financial Advisors, LLC 0.43% — 18,719 $467K
EP Wealth Advisors, LLC 0.00% Add +45.5% 17,302 $432K
HighTower Advisors, LLC 0.00% Add +8.4% 17,141 $427K
EverSource Wealth Advisors, LLC 0.02% Add +0.8% 17,039 $425K
FMR LLC 0.00% Add +40.5% 16,789 $419K
Financial Harvest, LLC 0.33% New 2,117 $404K
Stockman Wealth Management, Inc. 0.06% No change 16,000 $399K
Freedom Day Solutions, LLC 0.12% No change 15,905 $397K
Caprock Group, LLC 0.01% New 15,880 $396K
Securian Asset Management, Inc. 0.01% No change 15,840 $395K
Columbia Bank 0.14% New 15,743 $393K
Ironwood Investment Management LLC 0.21% Reduce -0.7% 15,510 $387K
Evergreen Capital Management LLC 0.01% Add +42.1% 15,273 $381K
Central Pacific Bank - Trust Division 0.05% No change 15,171 $378K
Vident Advisory, LLC 0.01% Add +10.0% 14,621 $365K
Alps Advisors Inc. 0.00% New 14,510 $362K
IMS Capital Management 0.18% Reduce -4.5% 14,497 $362K
Verition Fund Management LLC 0.00% Reduce -71.0% 14,369 $358K
Paragon Capital Management Ltd 0.07% Add +1.4% 14,200 $354K
TRUE Private Wealth Advisors 0.04% Add +0.4% 13,682 $341K
United Services Automobile Association 0.01% No change 13,581 $336K
GTS Securities LLC 0.01% Add +20.3% 13,416 $335K
Sepio Capital, LP 0.03% Reduce -1.4% 13,301 $332K
Coldstream Capital Management Inc. 0.01% Reduce -5.1% 12,949 $323K
Crossmark Global Holdings, Inc. 0.01% Add +0.2% 12,856 $321K
Focus Partners Wealth 0.00% Add +55.8% 12,621 $315K
CWC Advisors, LLC. 0.18% Add +33.5% 12,476 $311K
Prelude Capital Management, LLC 0.03% Reduce -33.1% 12,000 $299K
Ferguson Wellman Capital Management, Inc. 0.01% No change 11,971 $299K
Kingsview Wealth Management, LLC 0.01% No change 11,821 $295K
Utah Retirement Systems 0.00% No change 11,470 $286K
Tower Research Capital LLC (TRC) 0.01% Reduce -62.3% 11,224 $280K
Merit Financial Group, LLC 0.00% New 11,029 $275K
AIA Group Ltd 0.01% No change 10,953 $273K
Kiley Juergens Wealth Management, LLC 0.07% Reduce -3.5% 10,872 $271K
Sanctuary Advisors, LLC 0.00% Reduce -11.7% 10,527 $263K
Steward Partners Investment Advisory, LLC 0.00% Reduce -2.6% 10,273 $256K
Cwm, LLC 0.00% Reduce -23.2% 10,272 $256K
Two Sigma Securities, LLC 0.04% New 10,251 $256K
De Lisle Partners LLP 0.04% No change 10,221 $255K
Johnson Investment Counsel Inc. 0.00% Reduce -0.3% 10,087 $252K
Hennion & Walsh Asset Management, Inc. 0.01% New 10,076 $251K
Farringdon Capital, Ltd. 0.12% Reduce -33.5% 9,928 $248K
KBC Group NV 0.00% Reduce -91.8% 9,821 $245K
HSBC Holdings PLC 0.00% Reduce -52.3% 9,769 $243K
Maryland State Retirement & Pension System 0.01% Reduce -18.0% 9,744 $243K
TD Private Client Wealth LLC 0.01% Add +13.5% 9,565 $239K
Wealthfront Advisers LLC 0.00% Add +0.0% 9,529 $238K
Profund Advisors LLC 0.01% Reduce -42.9% 9,496 $237K
Peregrine Asset Advisers, Inc. 0.09% No change 9,317 $232K
HRT Financial LP 0.00% Reduce -72.0% 9,240 $230K
FourThought Financial Partners, LLC 0.02% Add +2.6% 9,195 $229K
Osaic Holdings, Inc. 0.00% Reduce -41.5% 9,101 $227K
ProShare Advisors LLC 0.00% Reduce -8.9% 8,927 $223K
44 Wealth Management LLC 0.08% Add +0.1% 8,805 $220K
Davidson Investment Advisors 0.01% No change 8,800 $219K
MML Investors Services, LLC 0.00% New 8,724 $218K
Lanark Financial, Inc. 0.02% — 8,712 $217K
Evercore Wealth Management, LLC 0.00% No change 8,647 $216K
BSW Wealth Partners 0.03% Add +1.3% 8,603 $215K
Wedbush Securities Inc. 0.01% No change 8,492 $212K
Caldwell Sutter Capital, Inc. 0.10% Reduce -1.6% 8,006 $200K
SG Americas Securities, LLC 0.00% New 7,783 $194K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -2.5% 6,995 $174K
Ausbil Investment Management Ltd 0.10% Reduce -82.5% 6,704 $167K
TD Waterhouse Canada Inc. 0.00% Add +16.7% 6,490 $161K
Signaturefd, LLC 0.00% Add +5.0% 6,236 $156K
Larson Financial Group LLC 0.01% Reduce -0.1% 6,027 $150K
CIBC Private Wealth Group LLC 0.00% Reduce -6.0% 7,005 $146K
Versant Capital Management, Inc 0.02% Add +305.7% 5,432 $135K
GAMMA Investing LLC 0.01% Add +34.5% 5,331 $133K
CI Investments Inc. 0.00% Add +2.4% 4,946 $123K
Hexagon Capital Partners LLC 0.02% Reduce -3.0% 4,918 $123K
MAI Capital Management 0.00% Add +2.2% 4,849 $121K
Reyes Financial Architecture, Inc. 0.09% New 4,750 $118K
Farther Finance Advisors, LLC 0.00% Add +3.0% 4,418 $109K
Lindbrook Capital, LLC 0.01% Add +85.0% 4,192 $105K
Shell Asset Management Co. 0.00% Reduce -4.2% 3,963 $99K
Annis Gardner Whiting Capital Advisors, LLC 0.04% New 3,825 $95K
C M Bidwell & Associates Ltd. 0.05% Reduce -2.1% 3,435 $86K
Parkside Financial Bank & Trust 0.01% Add +12.0% 3,334 $83K
Stephens Consulting, LLC 0.02% No change 2,818 $70K
Bellevue Asset Management, LLC 0.04% Reduce -8.8% 2,815 $70K
Huntington National Bank 0.00% Add +0.1% 2,631 $66K
Covestor Ltd 0.04% Reduce -42.9% 2,575 $64K
Atlas Capital Advisors Inc. 0.01% Reduce -81.1% 2,566 $64K
Principal Securities, Inc. 0.00% No change 2,127 $57K
Blue Trust, Inc. 0.00% Add +13.7% 2,147 $54K
Quarry LP 0.01% Reduce -75.0% 1,995 $50K
Jones Financial Companies LLLP 0.00% Add +95.7% 1,980 $49K
Plante Moran Financial Advisors, LLC 0.00% No change 1,947 $49K
Parallel Advisors, LLC 0.00% Add +3.6% 1,894 $47K
Smartleaf Asset Management LLC 0.00% Reduce -16.9% 1,693 $42K
UMB Bank, n.a. 0.00% Add +141.3% 1,636 $41K
Fifth Third Bancorp 0.00% Reduce -21.5% 1,567 $39K
Headlands Technologies LLC 0.00% Reduce -89.9% 1,510 $38K
First Pacific Financial 0.01% No change 1,504 $38K
Nomura Asset Management Co. Ltd. 0.00% No change 1,500 $37K
BI Asset Management Fondsmaeglerselskab A/S 0.00% New 1,485 $37K
Assetmark, Inc. 0.00% Add +34.8% 1,345 $34K
Riverview Trust Co 0.03% No change 1,253 $31K
SBI Securities Co., Ltd. 0.00% Add +1.0% 1,206 $30K
Geneos Wealth Management Inc. 0.00% Add +194.6% 1,202 $30K
North Ridge Wealth Advisors, Inc. 0.02% No change 1,191 $30K
Bessemer Group Inc. 0.00% Reduce -39.2% 1,166 $29K
1620 Investment Advisors, Inc. 0.02% No change 1,103 $28K
Wilmington Savings Fund Society, FSB 0.00% No change 850 $21K
HM Payson & Co. 0.00% New 839 $21K
Summit Securities Group LLC 0.01% New 828 $21K
Brooklyn Investment Group 0.00% Add +221.0% 809 $20K
Richards, Merrill & Peterson, Inc. 0.01% No change 774 $19K
Quent Capital, LLC 0.00% Reduce -34.3% 699 $17K
Garde Capital, Inc. 0.00% New 676 $17K
Rise Advisors, LLC 0.01% New 671 $17K
Whittier Trust Co. of Nevada Inc. 0.00% No change 600 $15K
Pinnacle Holdings, LLC 0.01% No change 592 $15K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 543 $14K
Brown, Lisle/Cummings, Inc. 0.00% No change 507 $13K
Clearstead Advisors, LLC 0.00% Reduce -21.8% 496 $12K
Aster Capital Management (DIFC) Ltd 0.00% Reduce -58.1% 457 $12K
Arax Advisory Partners 0.00% New 433 $11K
Private Trust Co. NA 0.00% New 322 $8K
Abound Wealth Management 0.00% New 314 $8K
MassMutual Private Wealth & Trust, FSB 0.00% Add +716.7% 294 $7K
CENTRAL TRUST Co 0.00% No change 282 $7K
WPG Advisers, LLC 0.01% Add +61.6% 278 $7K
WealthCollab, LLC 0.00% No change 253 $6K
Clearstead Trust, LLC 0.00% New 233 $6K
Retirement Wealth Solutions LLC 0.00% Add +32.5% 216 $5K
Bogart Wealth, LLC 0.00% New 203 $5K
Sierra Ocean, LLC 0.00% No change 201 $5K
Hemington Wealth Management 0.00% Add +85.6% 219 $5K
Cornerstone Planning Group LLC 0.00% Add +1.5% 200 $5K
Cedar Mountain Advisors, LLC 0.00% Add +1.9% 160 $4K
Farmers & Merchants Investments Inc. 0.00% Add +87.1% 159 $4K
Whittier Trust Co. 0.00% No change 159 $4K
Optiver Holding B.V. 0.00% New 157 $4K
True Wealth Design, LLC 0.00% New 151 $4K
IFP Advisors, Inc 0.00% No change 111 $3K
DecisionPoint Financial, LLC 0.00% No change 126 $3K
Creative Financial Designs Inc. 0.00% Add +129.4% 117 $3K
Hager Investment Management Services, LLC 0.00% New 106 $3K
Sachetta, LLC 0.00% No change 96 $2K
JFS Wealth Advisors, LLC 0.00% Add +1.1% 96 $2K
Carolinas Wealth Consulting LLC 0.00% Add +11.0% 91 $2K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 90 $2K
Spire Wealth Management 0.00% No change 83 $2K
Wealth Preservation Advisors, LLC 0.00% — 82 $2K
Copia Wealth Management 0.00% No change 72 $2K
Sound Income Strategies, LLC 0.00% New 72 $2K
Bell Investment Advisors, Inc 0.00% No change 71 $2K
Bruce G. Allen Investments, LLC 0.00% Add +6.7% 64 $2K
First Horizon Advisors, Inc. 0.00% No change 63 $2K
Hughes Financial Services, LLC 0.00% New 60 $1K
Northwest Capital Management Inc 0.00% No change 59 $1K
Picton Mahoney Asset Management 0.00% No change 48 $1K
DiNuzzo Private Wealth, Inc. 0.00% Add +25.0% 40 $998
SJS Investment Consulting Inc. 0.00% Add +3.0% 34 $848
Amundi 0.00% New 34 $742
Physician Wealth Advisors, Inc. 0.00% No change 29 $724
Activest Wealth Management 0.00% Add +2800.0% 29 $723
Raffa Wealth Management, LLC 0.00% No change 27 $673
Millstone Evans Group, LLC 0.00% No change 23 $574
Global Financial Private Client, LLC 0.00% Add +155.6% 23 $574
First Command Advisory Services, Inc. 0.00% New 16 $399
WealthTrak Capital Management LLC 0.00% Reduce -40.0% 15 $375
Rothschild Investment LLC 0.00% Add +200.0% 15 $374
American Capital Advisory, LLC 0.00% New 14 $350
Principia Wealth Advisory, LLC 0.00% New 15 $333
Whipplewood Advisors, LLC 0.00% Reduce -58.3% 5 $299
SouthState Bank Corp 0.00% New 10 $250
Cromwell Holdings LLC 0.00% New 10 $249
HFM Investment Advisors, LLC 0.00% — 8 $200
MV Capital Management, Inc. 0.00% No change 6 $150
Pacific Center for Financial Services 0.00% No change 6 $150
Bay Harbor Wealth Management, LLC 0.00% New 6 $149
Parkworth Wealth Management, Inc. 0.00% No change 4 $100
AdvisorNet Financial, Inc 0.00% Reduce -60.0% 2 $50
Stone House Investment Management, LLC 0.00% New 2 $50

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