California BanCorp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2026 | 2.69 M | $47.62 M | -6.78% | 8.21% |
| ALLIANCEBERNSTEIN L.P. | 05/15/2026 | 2.15 M | $40.11 M | -8.48% | 6.56% |
| FJ CAPITAL MANAGEMENT LLC | 05/15/2026 | 2.05 M | $36.41 M | 61.57% | 6.27% |
| ENDEAVOUR CAPITAL ADVISORS INC | 05/11/2026 | 1.82 M | $32.23 M | 3.06% | 5.56% |
| BLACKROCK, INC. | 05/13/2026 | 1.46 M | $25.84 M | 1.69% | 4.45% |
| 05/15/2026 | 1.05 M | $18.53 M | 100.00% | 3.19% | |
| BANC FUNDS CO LLC | 05/14/2026 | 831.16 K | $14.73 M | 8.48% | 2.54% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 05/15/2026 | 795.31 K | $14.09 M | 4.60% | 2.43% |
| STATE STREET CORP | 05/15/2026 | 770.05 K | $13.72 M | 81.25% | 2.35% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 555.81 K | $9.85 M | 2.66% | 1.70% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 470.19 K | $8.33 M | 49.53% | 1.44% |
| KENNEDY CAPITAL MANAGEMENT LLC | 05/13/2026 | 430.62 K | $7.63 M | 18.14% | 1.32% |
| MENDON CAPITAL ADVISORS CORP | 05/15/2026 | 404.37 K | $7.17 M | 58.65% | 1.23% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 367.92 K | $6.52 M | 148.18% | 1.12% |
| RMB CAPITAL MANAGEMENT, LLC | 05/15/2026 | 346.67 K | $6.14 M | 42.27% | 1.06% |
| MORGAN STANLEY | 05/15/2026 | 270.05 K | $4.79 M | 19.57% | 0.82% |
| ELIZABETH PARK CAPITAL ADVISORS, LTD. | 05/14/2026 | 254.58 K | $4.51 M | 78.47% | 0.78% |
| SIENA CAPITAL PARTNERS GP, LLC | 05/14/2026 | 208.56 K | $3.70 M | 0.00% | 0.64% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2026 | 202.83 K | $3.59 M | 27.71% | 0.62% |
| PETIOLE USA LTD | 05/14/2026 | 192.30 K | $3.41 M | -1.69% | 0.59% |
| NORTHERN TRUST CORP | 05/14/2026 | 188.65 K | $3.34 M | 5.26% | 0.58% |
| ALGERT GLOBAL LLC | 05/14/2026 | 177.86 K | $3.15 M | 79.96% | 0.54% |
| PRUDENTIAL FINANCIAL INC | 05/13/2026 | 174.86 K | $3.10 M | 54.48% | 0.53% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2026 | 168.61 K | $2.99 M | 75.26% | 0.51% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 157.86 K | $2.80 M | 67.07% | 0.48% |
| 05/08/2026 | 152.52 K | $2.70 M | 100.00% | 0.47% | |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 145.00 K | $2.57 M | 100.00% | 0.44% |
| EMPOWERED FUNDS, LLC | 06/16/2026 | 140.13 K | $2.48 M | 26.10% | 0.43% |
| ALGEBRIS (UK) LTD | 05/13/2026 | 126.47 K | $2.24 M | 100.00% | 0.39% |
| HENNESSY ADVISORS INC | 04/21/2026 | 105.00 K | $1.86 M | -8.70% | 0.32% |
| SEI INVESTMENTS CO | 05/13/2026 | 94.47 K | $1.67 M | 81.65% | 0.29% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 92.39 K | $1.64 M | 64.58% | 0.28% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 89.57 K | $1.59 M | 26.64% | 0.27% |
| CERITY PARTNERS LLC | 05/15/2026 | 89.41 K | $1.58 M | 1.65% | 0.27% |
| JPMORGAN CHASE & CO | 05/13/2026 | 83.98 K | $1.47 M | 53.38% | 0.26% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 82.52 K | $1.46 M | -0.85% | 0.25% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 70.19 K | $1.24 M | 7.82% | 0.21% |
| POINT72 ASSET MANAGEMENT, L.P. | 05/15/2026 | 68.12 K | $1.21 M | -7.83% | 0.21% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 67.84 K | $1.20 M | 100.00% | 0.21% |
| CITADEL ADVISORS LLC | 05/15/2026 | 66.82 K | $1.18 M | 13.18% | 0.20% |
| D. E. SHAW & CO., INC. | 05/15/2026 | 64.67 K | $1.15 M | -23.67% | 0.20% |
| MAI CAPITAL MANAGEMENT | 05/15/2026 | 63.60 K | $1.13 M | -0.02% | 0.19% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 62.87 K | $1.11 M | -38.51% | 0.19% |
| BEDELL FRAZIER INVESTMENT COUNSELING, LLC | 05/15/2026 | 61.82 K | $1.10 M | 0.00% | 0.19% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 59.29 K | $1.05 M | -9.42% | 0.18% |
| UBS GROUP AG | 05/05/2026 | 57.66 K | $1.02 M | -13.80% | 0.18% |
| MAN GROUP PLC | 05/15/2026 | 56.34 K | $998.42 K | 191.92% | 0.17% |
| Y-INTERCEPT (HONG KONG) LTD | 04/27/2026 | 56.25 K | $996.77 K | 100.00% | 0.17% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 55.10 K | $976.37 K | -10.88% | 0.17% |
| PFG ADVISORS | 05/05/2026 | 54.45 K | $964.85 K | 0.00% | 0.17% |
California BanCorp. institutional Ownership - FAQ's
During the previous two years, 175 institutional investors and hedge funds held shares of California BanCorp.. The most heavily invested institutionals were:
WELLINGTON MANAGEMENT GROUP LLP: 2.69 M
ALLIANCEBERNSTEIN L.P.: 2.15 M
FJ Capital Management LLC: 2.05 M
ENDEAVOUR CAPITAL ADVISORS INC: 1.82 M
BlackRock, Inc.: 1.46 M
BANC FUNDS CO LLC: 831,155
66.69% of California BanCorp. stock is owned by institutional investors.
Institutional investors have bought a total of 25.12 M shares in the last 24 months. This purchase volume represents approximately $448.06 M in transactions.