Запись по ценной бумаге · архивный квартал
COLB
Columbia Banking System, Inc. · Financial Services · Banks - Regional
120Отслеживаемые держатели
-1Δ держателей
220.58MАкций в держании
$6.16BОтчётная стоимость
+2Новые позиции
−2Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей -0.8% ·
поток акций -3.4% ·
новые чистые позиции 0.0%
· формула
Широкое распределение: снижение долей и сокращение числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q4 2025
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 175.52K | $4.71M | n/a | −1 |
| Q2 2026 | 118 | 0 | 188.26M | $6.03B | +8 | −10 |
| Q1 2026 | 123 | +4 | 194.56M | $5.34B | +5 | −2 |
| Q4 2025 | 120 | -1 | 220.58M | $6.16B | +2 | −2 |
| Q3 2025 | 21 | +2 | 125.37M | $3.23B | +3 | −2 |
| Q2 2025 | 17 | +2 | 67.15M | $1.57B | +3 | −1 |
| Q1 2025 | 12 | 0 | 23.76M | $592.60M | +1 | −1 |
| Q4 2024 | 12 | -1 | 24.77M | $669.01M | +1 | −2 |
| Q3 2024 | 12 | -1 | 16.68M | $435.59M | +1 | −2 |
| Q2 2024 | 13 | n/a | 16.72M | $332.56M | n/a | n/a |
Кто держит · Q4 2025
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (пассивный) | 29.68M | -0.6% | $829.49M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 2 | BlackRock ✦ (пассивный) | 26.72M | -0.8% | $746.78M | 0.0% | ▼ Trim | 3 | SEC ↗ ×16 |
| 3 | Wellington Management ✦ | 18.11M | +31.4% | $506.07M | 0.1% | ▲ Add | 7 | SEC ↗ ×5 |
| 4 | Dimensional Fund Advisors Lp | 13.14M | n/a | $367.31M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 5 | State Street Global Advisors ✦ (пассивный) | 12.81M | -4.5% | $357.95M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 6 | Charles Schwab Investment… | 12.56M | n/a | $351.18M | 0.1% | n/c | 1 | SEC ↗ |
| 7 | American Century Companies Inc | 9.44M | n/a | $263.87M | 0.1% | n/c | 1 | SEC ↗ |
| 8 | T. Rowe Price ✦ | 8.67M | +140.5% | $242.24M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 9 | Bank of New York Mellon Corp | 7.42M | n/a | $207.45M | 0.0% | n/c | 1 | SEC ↗ ×18 |
| 10 | Massachusetts Financial Services Co… | 6.42M | n/a | $179.31M | 0.1% | n/c | 1 | SEC ↗ ×6 |
| 11 | Franklin Resources Inc | 5.92M | n/a | $165.45M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 12 | Morgan Stanley ✦ | 5.89M | -29.4% | $164.54M | 0.0% | ▼ Trim | 2 | SEC ↗ ×16 |
| 13 | Geode Capital Management ✦ (пассивный) | 5.70M | +2.7% | $159.29M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 14 | UBS Group AG | 4.26M | n/a | $119.18M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 15 | Invesco Ltd. | 4.17M | n/a | $116.56M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 16 | Nomura Asset Management… | 3.91M | n/a | $109.25M | 0.2% | n/c | 1 | SEC ↗ |
| 17 | Balyasny Asset Management L.P. | 3.79M | n/a | $105.90M | 0.2% | n/c | 1 | SEC ↗ |
| 18 | Norges Bank ✦ (пассивный) | 3.69M | Новый | $103.01M | 0.0% | New | 1 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 2.64M | +433.2% | $73.77M | 0.1% | ▲ Add | 7 | SEC ↗ ×2 |
| 20 | Northern Trust Corp | 2.54M | n/a | $71.08M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 21 | Fisher Asset Management ✦ | 2.51M | -4.3% | $70.29M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 22 | First Trust Advisors Lp | 1.93M | n/a | $54.02M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Manufacturers Life Insurance… | 1.79M | n/a | $49.97M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | New York State Common Retirement… | 1.28M | n/a | $35.91M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Boston Partners | 1.17M | n/a | $32.78M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 26 | Bank Of America Corp /De/ | 1.16M | n/a | $32.33M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 27 | Goldman Sachs Group ✦ | 1.14M | -28.5% | $31.73M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 28 | BNP Paribas Asset Management… | 1.11M | n/a | $30.98M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 29 | Capital World Investors ✦ | 1.06M | 0.0% | $29.73M | 0.0% | Held | 7 | SEC ↗ |
| 30 | Quantinno Capital Management LP | 949.24K | n/a | $26.53M | 0.1% | n/c | 1 | SEC ↗ |
| 31 | Ameriprise Financial Inc | 937.44K | n/a | $26.20M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 32 | Nuveen, LLC | 800.83K | n/a | $22.38M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 33 | UBS AM, a distinct business unit of… | 792.04K | n/a | $22.14M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 34 | Rhumbline Advisers | 772.71K | n/a | $21.60M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 771.09K | -94.9% | $21.55M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 36 | AQR Capital Management ✦ | 761.64K | +4.3% | $21.29M | 0.0% | ▲ Add | 7 | SEC ↗ ×6 |
| 37 | Raymond James Financial Inc | 659.36K | n/a | $18.43M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 38 | Principal Financial Group Inc | 643.39K | n/a | $17.98M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 39 | Sei Investments Co | 635.41K | n/a | $17.76M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 40 | Janus Henderson Group Plc | 617.62K | n/a | $17.26M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 41 | Envestnet Asset Management Inc | 594.33K | n/a | $16.61M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Swiss National Bank | 589.89K | n/a | $16.49M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Point72 Asset Management ✦ | 575.59K | +765.8% | $16.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | California Public Employees… | 525.67K | n/a | $14.69M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Nordea Investment Management Ab | 523.35K | n/a | $14.69M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 46 | Universal- Beteiligungs- und… | 481.44K | n/a | $13.46M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Royal Bank Of Canada | 479.87K | n/a | $13.41M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 48 | Hotchkis & Wiley Capital Management… | 477.18K | n/a | $13.34M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Td Asset Management Inc | 461.93K | n/a | $12.91M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 50 | Legal & General Group Plc | 443.67K | n/a | $12.40M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 51 | Barclays Plc | 411.05K | n/a | $11.49M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 52 | Alliancebernstein L.P. | 375.63K | n/a | $10.50M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | State Of Wisconsin Investment Board | 367.92K | n/a | $10.28M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Clearbridge Investments, LLC | 349.86K | n/a | $9.78M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | California State Teachers… | 283.23K | n/a | $7.92M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Citigroup Inc | 279.27K | n/a | $7.81M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 57 | Mirae Asset Global Investments Co.… | 270.42K | n/a | $7.56M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Millennium Management ✦ | 244.81K | -39.6% | $6.84M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 59 | Wells Fargo & Company/Mn | 207.40K | n/a | $5.80M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 60 | Rockefeller Capital Management L.P. | 198.67K | n/a | $5.55M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 61 | Creative Planning | 188.13K | n/a | $5.26M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | State Board Of Administration Of… | 155.21K | n/a | $4.34M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | LPL Financial LLC | 153.48K | n/a | $4.29M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Victory Capital Management Inc | 153.28K | n/a | $4.28M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 150.00K | n/a | $4.19M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | First Eagle Investment Management… | 136.50K | n/a | $3.82M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | GAMCO Investors ✦ | 129.09K | -4.9% | $3.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | Bridgewater Associates ✦ | 129.03K | Новый | $3.61M | 0.0% | New | 1 | SEC ↗ |
| 69 | Prudential Financial Inc | 125.15K | n/a | $3.54M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 70 | Hsbc Holdings Plc | 121.84K | n/a | $3.41M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 71 | Stifel Financial Corp | 114.03K | n/a | $3.19M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 72 | Zurcher Kantonalbank (Zurich… | 111.78K | n/a | $3.12M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Cetera Investment Advisers | 107.00K | n/a | $2.99M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Russell Investments Group, Ltd. | 105.81K | n/a | $2.96M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 75 | Brown Advisory Inc | 97.94K | n/a | $2.74M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 76 | Corient Private Wealth LP | 118.95K | n/a | $2.66M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 77 | Man Group plc | 89.93K | n/a | $2.51M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Two Sigma Investments ✦ | 77.66K | -0.1% | $2.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | Cerity Partners LLC | 77.64K | n/a | $2.17M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 80 | Wealth Enhancement Advisory… | 70.86K | n/a | $2.05M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Us Bancorp \De\ | 72.61K | n/a | $2.03M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 82 | Mercer Global Advisors Inc /Adv | 73.34K | n/a | $1.84M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Captrust Financial Advisors | 61.06K | n/a | $1.71M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | HighTower Advisors, LLC | 60.66K | n/a | $1.70M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Marshall Wace ✦ | 56.01K | -83.6% | $1.57M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 86 | Cwm, Llc | 45.76K | n/a | $1.28M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Pictet Asset Management Holding SA | 45.57K | n/a | $1.27M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Neuberger Berman Group LLC | 45.22K | n/a | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Focus Partners Wealth | 43.89K | n/a | $1.23M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Susquehanna International Group, Llp | 43.48K | n/a | $1.22M | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Bank Of Montreal /Can/ | 42.22K | n/a | $1.18M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 92 | Amundi | 40.21K | n/a | $1.12M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Pacer Advisors, Inc. | 35.77K | n/a | $999,855 | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Pnc Financial Services Group, Inc. | 35.50K | n/a | $992,224 | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 95 | Fidelity (FMR) ✦ | 32.39K | +28.9% | $905,246 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 96 | Commonwealth Equity Services, Llc | 31.63K | n/a | $884,175 | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Bnp Paribas Financial Markets | 30.11K | n/a | $841,547 | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Deutsche Bank Ag\ | 28.69K | n/a | $801,885 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 99 | Osaic Holdings, Inc. | 27.02K | n/a | $755,132 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 100 | Federated Hermes, Inc. | 24.05K | n/a | $672,281 | 0.0% | n/c | 1 | SEC ↗ |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Norges Bank | $103.01M | 0.0% |
| Bridgewater Associates | $3.61M | 0.0% |
Закрыто
| D. E. Shaw & Co. | $21.47M | составлял 0.0% |
| Arrowstreet Capital | $11.39M | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 521 держатели, 275.03M акции, $6.76B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые владельцы данной ценной бумаги: количество случаев совместного владения, а не фундаментальные взаимосвязи.
Aug 13
SC 13G/A: WELLINGTON MANAGEMENT GROUP LLP
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q4 2025 ·
Методология ·
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