Запись по ценной бумаге · архивный квартал
COLB
Columbia Banking System, Inc. · Financial Services · Banks - Regional
123Отслеживаемые держатели
+4Δ держателей
194.56MАкций в держании
$5.34BОтчётная стоимость
+5Новые позиции
−2Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +3.4% ·
поток акций -2.9% ·
новые чистые позиции +2.4%
· формула
Фрагментация владения: больше держателей при меньшей совокупной доле
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
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 · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (пассивный) | 27.07M | +1.3% | $742.39M | 0.0% | ▲ Add | 4 | SEC ↗ ×17 |
| 2 | Wellington Management ✦ | 14.94M | -17.5% | $409.92M | 0.1% | ▼ Trim | 8 | SEC ↗ ×5 |
| 3 | Dimensional Fund Advisors Lp | 13.55M | +3.1% | $371.66M | 0.1% | ▲ Add | 2 | SEC ↗ ×5 |
| 4 | Vanguard Capital Management Llc | 13.22M | n/a | $362.75M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | State Street Global Advisors ✦ (пассивный) | 12.48M | -2.6% | $342.22M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 6 | Charles Schwab Investment… | 10.44M | -16.9% | $286.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | American Century Companies Inc | 9.74M | +3.1% | $267.06M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 8 | T. Rowe Price ✦ | 8.97M | +3.5% | $246.14M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 9 | Bank of New York Mellon Corp | 7.41M | -0.1% | $203.30M | 0.0% | ▼ Trim | 2 | SEC ↗ ×18 |
| 10 | Franklin Resources Inc | 6.19M | +4.5% | $169.71M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 11 | Massachusetts Financial Services Co… | 6.02M | -6.1% | $166.82M | 0.1% | ▼ Trim | 2 | SEC ↗ ×6 |
| 12 | Geode Capital Management ✦ (пассивный) | 5.86M | +2.9% | $160.91M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 13 | Morgan Stanley ✦ | 4.90M | -16.7% | $134.47M | 0.0% | ▼ Trim | 3 | SEC ↗ ×16 |
| 14 | Invesco Ltd. | 4.10M | -1.8% | $112.38M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 15 | Nomura Asset Management… | 3.90M | -0.2% | $107.02M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 16 | UBS Group AG | 3.53M | -17.3% | $96.71M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 17 | Citadel Advisors ✦ | 3.17M | +20.2% | $87.06M | 0.1% | ▲ Add | 8 | SEC ↗ ×2 |
| 18 | Northern Trust Corp | 2.62M | +2.8% | $71.73M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 19 | Fisher Asset Management ✦ | 2.32M | -7.7% | $63.69M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 20 | Manufacturers Life Insurance… | 2.07M | +15.9% | $56.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Bank Of America Corp /De/ | 1.45M | +25.5% | $39.81M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 22 | Goldman Sachs Group ✦ | 1.34M | +18.2% | $36.82M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 23 | Balyasny Asset Management L.P. | 1.28M | -66.2% | $35.11M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 24 | New York State Common Retirement… | 1.28M | -0.6% | $35.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | First Trust Advisors Lp | 1.20M | -37.8% | $33.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | BNP Paribas Asset Management… | 1.18M | +6.3% | $32.33M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 27 | Mackenzie Financial Corp | 1.13M | Новый | $31.13M | 0.0% | New | 1 | SEC ↗ |
| 28 | Boston Partners | 1.09M | -6.7% | $30.01M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 29 | Quantinno Capital Management LP | 1.07M | +12.4% | $29.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Capital World Investors ✦ | 1.06M | 0.0% | $29.18M | 0.0% | Held | 8 | SEC ↗ |
| 31 | UBS AM, a distinct business unit of… | 876.03K | +10.6% | $24.03M | 0.0% | ▲ Add | 2 | SEC ↗ ×9 |
| 32 | Ameriprise Financial Inc | 853.60K | -8.9% | $23.41M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 33 | Nuveen, LLC | 816.50K | +2.0% | $22.40M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 34 | AQR Capital Management ✦ | 812.83K | +6.7% | $22.21M | 0.0% | ▲ Add | 8 | SEC ↗ ×6 |
| 35 | JPMorgan Chase ✦ | 828.35K | +7.4% | $22.19M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 36 | Raymond James Financial Inc | 792.98K | +20.3% | $21.75M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 37 | Rhumbline Advisers | 768.45K | -0.6% | $21.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Sei Investments Co | 717.78K | +13.0% | $19.69M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 39 | Principal Financial Group Inc | 659.42K | +2.5% | $18.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 40 | Swiss National Bank | 592.19K | +0.4% | $16.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Envestnet Asset Management Inc | 590.30K | -0.7% | $16.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Stifel Financial Corp | 588.36K | +416.0% | $16.14M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 43 | Millennium Management ✦ | 550.61K | +124.9% | $15.10M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 44 | California Public Employees… | 526.32K | +0.1% | $14.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Barclays Plc | 515.16K | +25.3% | $14.13M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 46 | Nordea Investment Management Ab | 500.15K | -4.4% | $13.60M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 47 | Royal Bank Of Canada | 480.30K | +0.1% | $13.18M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 48 | Universal- Beteiligungs- und… | 479.28K | -0.5% | $13.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Td Asset Management Inc | 477.77K | +3.4% | $13.11M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 50 | Clearbridge Investments, LLC | 432.53K | +23.6% | $11.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Alliancebernstein L.P. | 408.69K | +8.8% | $11.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Bridgewater Associates ✦ | 399.93K | +209.9% | $10.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | State Of Wisconsin Investment Board | 391.09K | +6.3% | $10.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Legal & General Group Plc | 390.79K | -11.9% | $10.72M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 55 | Susquehanna International Group, Llp | 382.05K | +778.8% | $10.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Point72 Asset Management ✦ | 365.09K | -36.6% | $10.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | California State Teachers… | 359.14K | +26.8% | $9.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Creative Planning | 266.20K | +41.5% | $7.30M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 59 | First Eagle Investment Management… | 229.00K | +67.8% | $6.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Citigroup Inc | 218.45K | -21.8% | $5.99M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 61 | Mirae Asset Global Investments Co.… | 206.75K | -23.5% | $5.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Wells Fargo & Company/Mn | 206.15K | -0.6% | $5.65M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 63 | Rockefeller Capital Management L.P. | 199.41K | +0.4% | $5.47M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 64 | State Board Of Administration Of… | 155.21K | 0.0% | $4.26M | 0.0% | Held | 2 | SEC ↗ |
| 65 | Victory Capital Management Inc | 154.75K | +1.0% | $4.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | LPL Financial LLC | 152.51K | -0.6% | $4.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Jane Street Group, Llc | 145.53K | +1859.5% | $3.99M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 68 | Renaissance Technologies ✦ | 141.40K | Новый | $3.88M | 0.0% | New | 1 | SEC ↗ |
| 69 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 138.32K | -7.8% | $3.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | Janus Henderson Group Plc | 133.90K | -78.3% | $3.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Zurcher Kantonalbank (Zurich… | 119.67K | +7.1% | $3.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Cetera Investment Advisers | 109.69K | +2.5% | $3.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Russell Investments Group, Ltd. | 102.98K | -2.7% | $2.82M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 74 | Man Group plc | 96.12K | +6.9% | $2.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Cerity Partners LLC | 80.46K | +3.6% | $2.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 76 | Arrowstreet Capital ✦ | 75.85K | Новый | $2.08M | 0.0% | New | 1 | SEC ↗ |
| 77 | Fifth Third Bancorp | 75.47K | +3617.7% | $2.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Us Bancorp \De\ | 72.34K | -0.4% | $1.98M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 79 | Marshall Wace ✦ | 72.20K | +28.9% | $1.98M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 80 | GAMCO Investors ✦ | 70.84K | -45.1% | $1.94M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 81 | Mercer Global Advisors Inc /Adv | 67.35K | -8.2% | $1.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Amundi | 67.14K | +67.0% | $1.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | Wealth Enhancement Advisory… | 61.77K | -12.8% | $1.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Jones Financial Companies Lllp | 60.73K | +316.2% | $1.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Pictet Asset Management Holding SA | 49.12K | +7.8% | $1.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Captrust Financial Advisors | 48.67K | -20.3% | $1.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 87 | Cwm, Llc | 47.61K | +4.0% | $1.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Qube Research & Technologies Ltd | 45.29K | Новый | $1.24M | 0.0% | New | 1 | SEC ↗ |
| 89 | HighTower Advisors, LLC | 44.48K | -26.7% | $1.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 90 | Neuberger Berman Group LLC | 43.27K | -4.3% | $1.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 91 | Corient Private Wealth LP | 43.47K | -63.5% | $1.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 92 | Bank Of Montreal /Can/ | 41.42K | -1.9% | $1.14M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 93 | Brown Advisory Inc | 41.27K | -57.9% | $1.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 94 | Focus Partners Wealth | 38.65K | -11.9% | $1.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 95 | Pacer Advisors, Inc. | 34.44K | -3.7% | $945,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 96 | Fidelity (FMR) ✦ | 33.96K | +4.8% | $931,451 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 97 | Pnc Financial Services Group, Inc. | 33.62K | -5.3% | $922,280 | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 98 | Two Sigma Investments ✦ | 33.35K | -57.0% | $914,928 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 99 | Bnp Paribas Financial Markets | 32.13K | +6.7% | $881,463 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 100 | Commonwealth Equity Services, Llc | 30.67K | -3.1% | $841,204 | 0.0% | ▼ Trim | 2 | SEC ↗ |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Mackenzie Financial Corp | $31.13M | 0.0% |
| Renaissance Technologies | $3.88M | 0.0% |
| Arrowstreet Capital | $2.08M | 0.0% |
| Qube Research & Technologies… | $1.24M | 0.0% |
Закрыто
| Norges Bank | $103.01M | составлял 0.0% |
| Hotchkis & Wiley Capital… | $13.34M | 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: Q1 2026 ·
Методология ·
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