| 0.02% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 13.1M | $419.0M | -1.1% | 4.622% | 0.01% |
| 5 | STATE STREET CORP | 12.7M | $406.8M | +1.8% | 4.488% | 0.01% |
| 6 | WELLINGTON MANAGEMENT GROUP LLP | 11.7M | $374.6M | -21.8% | 4.132% | 0.06% |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11.0M | $353.4M | +5.6% | 3.898% | 0.05% |
| 8 | AMERICAN CENTURY COMPANIES INC | 7.9M | $253.3M | -18.8% | 2.795% | 0.11% |
| 9 | FRANKLIN RESOURCES INC | 6.1M | $195.6M | -1.4% | 2.158% | 0.04% |
| 10 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 6.0M | $193.0M | -1.1% | 2.107% | 0.06% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 5.8M | $185.8M | -1.2% | 2.049% | 0.01% |
| 12 | HoldCo Asset Management, LP | 5.7M | $183.4M | 0.0% | 2.023% | 11.77% |
| 13 | Invesco Ltd. | 4.7M | $150.2M | +14.4% | 1.657% | 0.01% |
| 14 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 4.0M | $128.4M | -3.4% | 1.416% | 0.84% |
| 15 | MORGAN STANLEY | 3.8M | $122.3M | -22.1% | 1.349% | 0.01% |
| 16 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 3.8M | $122.0M | -2.4% | 1.346% | 0.18% |
| 17 | Bank of New York Mellon Corp | 3.8M | $120.9M | -49.1% | 1.333% | 0.02% |
| 18 | MACKENZIE FINANCIAL CORP | 3.2M | $101.8M | +180.0% | 1.123% | 0.10% |
| 19 | Epoch Investment Partners, Inc. | 3.1M | $100.8M | +24.2% | 1.112% | 0.57% |
| 20 | NORGES BANK | 3.0M | $95.1M | — | 1.049% | 0.01% |
| 21 | UBS Group AG | 2.6M | $84.5M | -25.2% | 0.932% | 0.01% |
| 22 | NORTHERN TRUST CORP | 2.6M | $83.7M | -0.1% | 0.923% | 0.01% |
| 23 | GOLDMAN SACHS GROUP INC | 2.6M | $82.4M | +91.5% | 0.909% | 0.01% |
| 24 | Fisher Asset Management, LLC | 2.5M | $79.5M | +6.9% | 0.877% | 0.02% |
| 25 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2.1M | $68.9M | +3.8% | 0.760% | 0.03% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in COLB — a direct measure of their conviction.
| 95.02% |
| +0.72 pp |
| $4.39B |
| 6.8% |
| Q4 2024 | 392 | +7.1% | 94.30% | +0.67 pp | $4.71B | +3.9% |
| Q3 2024 | 366 | — | 93.63% | — | $4.53B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
76 institutions opened new positions in COLB during Q2 2026, while 46 fully exited. 393 added to existing positions and 74 trimmed.
COLB institutional ownership fell by 2.81 percentage points quarter-over-quarter, with a net change of +32 holders.
The top 10 institutions account for 51.5% of all reported 13F value in COLB, and the top 25 account for 73.7%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.