BANC · Company research
Banc of California, Inc. (BANC): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| MALTESE CAPITAL MANAGEMENT LLC | 1040762 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40500 | 1015740 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BANK OF MONTREAL /CAN/ | 927971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9779 | 199785 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Nykredit A/S | 1847328 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2974 | 60759 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Keating Financial Advisory Services, Inc. | 2103443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 107 | 2186 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| SHEETS SMITH WEALTH MANAGEMENT | 1157436 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33241 | 679114 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| JPMORGAN CHASE & CO | 19617 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1854407 | 38046280 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Bare Financial Services, Inc | 2009426 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 180 | 3677 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| NORDEA INVESTMENT MANAGEMENT AB | 1218210 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 44640 | 909986 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| JONES FINANCIAL COMPANIES LLLP | 815917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10018 | 208473 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Invesco Ltd. | 914208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4104946 | 83864047 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| COLDSTREAM CAPITAL MANAGEMENT INC | 1082339 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 55817 | 1148601 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| EJF Capital LP | 1353254 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 202967 | 4146616 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1164508 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 821111 | 16775298 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MARSHALL WACE, LLP | 1318757 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18891 | 385943 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BANC FUNDS CO LLC | 1029311 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 519738 | 10618247 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Mariner, LLC | 1373442 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18411 | 376147 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Vanguard Investments Australia, Ltd. | 1550100 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36459 | 744857 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Oliver Luxxe Assets LLC | 1666239 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 92753 | 1894944 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| FNY Investment Advisers, LLC | 1742998 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50 | 1 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| OSAIC HOLDINGS, INC. | 1677044 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4767 | 97386 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| EverSource Wealth Advisors, LLC | 1710537 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3 | 61 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| ATWOOD & PALMER INC | 1044929 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 656 | 13403 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| GABELLI FUNDS LLC | 1081407 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 70000 | 1430100 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Black Maple Capital Management LP | 1588959 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36584 | 747411 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Amundi | 1330387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33598 | 686407 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1368163 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40911 | 835812 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Orion Capital Management LLC | 1846758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1800 | 36774 | — | — | — | Aug 18, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 687 | 14036 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| ENVESTNET ASSET MANAGEMENT INC | 1407543 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23537 | 480852 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| MassMutual Private Wealth & Trust, FSB | 1103653 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17 | 347 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| CIBC Asset Management Inc | 1021926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13242 | 270534 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| GOLDMAN SACHS GROUP INC | 886982 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1619171 | 33079664 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| IEQ CAPITAL, LLC | 1779789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17424 | 355964 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| VANGUARD FIDUCIARY TRUST CO | 933478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 924723 | 18892091 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Avion Wealth | 1792704 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39 | 0 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Man Group plc | 1637460 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 214487 | 4381969 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DIMENSIONAL FUND ADVISORS LP | 354204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6648141 | 135821530 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| DRW Securities, LLC | 1481986 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 88560 | 1809280 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 922127 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15670 | 320138 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| RAYMOND JAMES FINANCIAL INC | 720005 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24500 | 500539 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Tower Research Capital LLC (TRC) | 1533421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9476 | 193595 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| ARGA Investment Management, LP | 1556915 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 95387 | 1948756 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| FIRST TRUST ADVISORS LP | 1125816 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 168136 | 3435022 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Penn Capital Management Company, LLC | 1158202 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1199061 | 24542307 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Legal & General Group Plc | 764068 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 211111 | 4312997 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Nuveen, LLC | 1871926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 733319 | 14981707 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| THOMPSON SIEGEL & WALMSLEY LLC | 1008322 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 200976 | 4106 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Allianz Asset Management GmbH | 1535323 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 251542 | 4422108 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MENDON CAPITAL ADVISORS CORP | 1177043 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 351000 | 7170930 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Interval Partners, LP | 1590228 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 162800 | 3326004 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Cerity Partners LLC | 1566475 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15302 | 312613 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Cedar Mountain Advisors, LLC | 1798986 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 51 | 1042 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| Engineers Gate Manager LP | 1620220 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 232431 | 4748565 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Pictet Asset Management Holding SA | 1993888 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23237 | 474732 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Integrated Wealth Concepts LLC | 1737109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3408 | 69629 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Quantinno Capital Management LP | 1759654 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 78387 | 1601452 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Plante Moran Financial Advisors, LLC | 1424717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12 | 245 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Integrated Quantitative Investments LLC | 2046834 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 120855 | 2469068 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Wellington Shields Capital Management, LLC | 1506071 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10000 | 204300 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 938076 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 96606 | 1973661 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| PVG ASSET MANAGEMENT CORP | 820434 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 77175 | 1576685 | — | — | — | Jul 1, 2026 | SEC_13F_DATASET |
| Quantbot Technologies LP | 1512991 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 253389 | 5176737 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Kilter Group LLC | 2058915 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 82 | 1676 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Blue Trust, Inc. | 1856022 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 130 | 2656 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| Vestmark Advisory Solutions, Inc. | 1736982 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10661 | 217804 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ROTHSCHILD INVESTMENT LLC | 85338 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 125 | 2554 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Ethic Inc. | 1780570 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27953 | 571080 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| NISA INVESTMENT ADVISORS, LLC | 937615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5343 | 109702 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3721161 | 182142 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| XPONANCE LLC | 1637541 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15248 | 311517 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| KLP KAPITALFORVALTNING AS | 1717443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33123 | 680081 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| TWINBEECH CAPITAL LP | 1769646 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15044 | 307349 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1644956 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1249192 | 25520993 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 884546 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1262648 | 25795899 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| LANARK FINANCIAL, INC. | 791540 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50648 | 1034738 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| Public Sector Pension Investment Board | 1396318 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 470030 | 9602713 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Clearstead Advisors, LLC | 842775 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10 | 206 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Vanguard Personalized Indexing Management, LLC | 1767306 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10653 | 217641 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| JUPITER ASSET MANAGEMENT LTD | 1215838 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 246753 | 5041164 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| DANSKE BANK A/S | 800177 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4200 | 85806 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.