California BanCorp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 02/17/2026 | 2.88 M | $53.82 M | 38.61% | 8.80% |
| ALLIANCEBERNSTEIN L.P. | 02/17/2026 | 2.35 M | $43.83 M | -4.24% | 7.17% |
| ENDEAVOUR CAPITAL ADVISORS INC | 02/09/2026 | 1.77 M | $32.95 M | -21.98% | 5.39% |
| BLACKROCK, INC. | 02/12/2026 | 1.43 M | $26.78 M | 1.71% | 4.38% |
| VANGUARD GROUP INC | 01/29/2026 | 1.31 M | $24.55 M | 0.56% | 4.02% |
| FJ CAPITAL MANAGEMENT LLC | 02/13/2026 | 1.27 M | $23.74 M | 0.00% | 3.88% |
| BANC FUNDS CO LLC | 02/12/2026 | 766.16 K | $14.30 M | -8.30% | 2.34% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 02/13/2026 | 760.36 K | $14.20 M | -0.63% | 2.32% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 541.38 K | $10.11 M | -0.74% | 1.65% |
| STATE STREET CORP | 02/13/2026 | 424.86 K | $7.97 M | -3.41% | 1.30% |
| KENNEDY CAPITAL MANAGEMENT LLC | 02/13/2026 | 364.50 K | $6.81 M | 0.23% | 1.11% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 314.45 K | $5.87 M | 43.80% | 0.96% |
| FOURTHSTONE LLC | 02/13/2026 | 275.43 K | $5.14 M | -78.84% | 0.84% |
| MENDON CAPITAL ADVISORS CORP | 02/18/2026 | 254.88 K | $4.76 M | -25.33% | 0.78% |
| RMB CAPITAL MANAGEMENT, LLC | 02/17/2026 | 243.68 K | $4.55 M | -25.02% | 0.74% |
| MORGAN STANLEY | 02/13/2026 | 225.85 K | $4.22 M | 116.14% | 0.69% |
| MARSHALL WACE, LLP | 02/13/2026 | 219.20 K | $4.09 M | 112.63% | 0.67% |
| SIENA CAPITAL PARTNERS GP, LLC | 02/11/2026 | 208.56 K | $3.89 M | 0.00% | 0.64% |
| JANE STREET GROUP, LLC | 02/12/2026 | 205.51 K | $3.84 M | 277.72% | 0.63% |
| PETIOLE USA LTD | 02/20/2026 | 195.60 K | $3.65 M | 0.00% | 0.60% |
| NORTHERN TRUST CORP | 02/17/2026 | 179.23 K | $3.35 M | -7.36% | 0.55% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/17/2026 | 158.82 K | $2.97 M | 41.89% | 0.49% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 148.24 K | $2.77 M | 168.38% | 0.45% |
| ELIZABETH PARK CAPITAL ADVISORS, LTD. | 02/17/2026 | 142.65 K | $2.66 M | 100.00% | 0.44% |
| HENNESSY ADVISORS INC | 01/27/2026 | 115.00 K | $2.15 M | -8.00% | 0.35% |
| PRUDENTIAL FINANCIAL INC | 02/13/2026 | 113.19 K | $2.11 M | 100.00% | 0.35% |
| EMPOWERED FUNDS, LLC | 02/18/2026 | 111.12 K | $2.07 M | 72.99% | 0.34% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 102.25 K | $1.91 M | 47.95% | 0.31% |
| ALGERT GLOBAL LLC | 02/17/2026 | 98.84 K | $1.85 M | 100.00% | 0.30% |
| ZACKS INVESTMENT MANAGEMENT | 02/17/2026 | 98.26 K | $1.83 M | 100.00% | 0.30% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/17/2026 | 96.21 K | $1.80 M | 100.00% | 0.29% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 94.49 K | $1.76 M | 108.41% | 0.29% |
| CERITY PARTNERS LLC | 02/11/2026 | 87.96 K | $1.64 M | 1.66% | 0.27% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/13/2026 | 87.27 K | $1.63 M | 100.00% | 0.27% |
| D. E. SHAW & CO., INC. | 02/17/2026 | 84.73 K | $1.58 M | 100.00% | 0.26% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 83.23 K | $1.55 M | -4.46% | 0.25% |
| POINT72 ASSET MANAGEMENT, L.P. | 02/17/2026 | 73.90 K | $1.38 M | 100.00% | 0.23% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 70.73 K | $1.32 M | 29.62% | 0.22% |
| UBS GROUP AG | 01/29/2026 | 66.89 K | $1.25 M | 63.82% | 0.20% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 65.45 K | $1.22 M | 0.26% | 0.20% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 65.10 K | $1.22 M | -0.57% | 0.20% |
| MAI CAPITAL MANAGEMENT | 02/13/2026 | 63.61 K | $1.19 M | 0.04% | 0.19% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 61.83 K | $1.15 M | 100.00% | 0.19% |
| BEDELL FRAZIER INVESTMENT COUNSELING, LLC | 02/17/2026 | 61.82 K | $1.15 M | -5.54% | 0.19% |
| CITADEL ADVISORS LLC | 02/17/2026 | 59.04 K | $1.10 M | 100.00% | 0.18% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 56.14 K | $1.05 M | 46.67% | 0.17% |
| JPMORGAN CHASE & CO | 02/11/2026 | 54.75 K | $1.02 M | 187.01% | 0.17% |
| PFG ADVISORS | 01/27/2026 | 54.45 K | $1.02 M | -0.25% | 0.17% |
| ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC | 02/02/2026 | 53.58 K | $1.01 M | 0.00% | 0.16% |
| TUDOR INVESTMENT CORP ET AL | 02/17/2026 | 52.07 K | $972.05 K | 100.00% | 0.16% |
California BanCorp. institutional Ownership - FAQ's
During the previous two years, 163 institutional investors and hedge funds held shares of California BanCorp.. The most heavily invested institutionals were:
HENNESSY ADVISORS INC: 105,000
Bank of New York Mellon Corp: 70,191
UBS Group AG: 57,661
Y-Intercept (Hong Kong) Ltd: 56,251
PFG Advisors: 54,450
Robertson Stephens Wealth Management, LLC: 53,579
60.87% of California BanCorp. stock is owned by institutional investors.
Institutional investors have bought a total of 23.33 M shares in the last 24 months. This purchase volume represents approximately $416.27 M in transactions.