CALIFORNIA BANCORP (BCAL)
Institutional ownership reported to the SEC as of Q2 2026, across 25 quarters.
140
Reporting holders
$469.7M
Reported value
71.0%
Of shares outstanding
0.0%
Held as options
-8
Holder change
Institutions report 22,827,251 shares against 32,150,541 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | $51.0M | 2,447,278 | 0.01% | 13q | -8.9%-$5.0M |
| FJ Capital Management LLC | $42.8M | 2,054,534 | 5.56% | 13q | HELD |
| BlackRock, Inc. | $40.1M | 1,925,599 | 0.00% | 8q | +32.0%+$9.7M |
| ALLIANCEBERNSTEIN L.P. | $34.6M | 1,952,131 | 0.01% | 13q | -9.1%-$3.5M |
| ENDEAVOUR CAPITAL ADVISORS INC | $34.5M | 1,655,639 | 7.08% | 13q | -9.0%-$3.4M |
| VANGUARD CAPITAL MANAGEMENT LLC | $23.0M | 1,104,260 | 0.00% | 2q | +5.6%+$1.2M |
| STATE STREET CORP | $17.8M | 850,362 | 0.00% | 10q | +10.4%+$1.7M |
| BANC FUNDS CO LLC | $17.0M | 816,155 | 2.81% | 25q | -1.8%-$312.6K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $16.5M | 791,794 | 0.01% | 13q | HELD |
| GEODE CAPITAL MANAGEMENT, LLC | $13.2M | 631,917 | 0.00% | 12q | +13.7%+$1.6M |
| DIMENSIONAL FUND ADVISORS LP | $13.1M | 630,055 | 0.00% | 8q | +34.0%+$3.3M |
| AMERICAN CENTURY COMPANIES INC | $12.3M | 591,957 | 0.01% | 8q | +60.9%+$4.7M |
| KENNEDY CAPITAL MANAGEMENT LLC | $9.2M | 441,542 | 0.16% | 8q | +2.5%+$227.6K |
| ALGEBRIS (UK) LTD | $8.4M | 402,410 | 0.55% | 2q | +218.2%+$5.7M |
| MORGAN STANLEY | $6.3M | 302,926 | 0.00% | 13q | +12.2%+$685.2K |
| Elizabeth Park Capital Advisors, Ltd. | $5.8M | 279,630 | 4.03% | 3q | +9.8%+$522.1K |
| MENDON CAPITAL ADVISORS CORP | $5.7M | 273,140 | 2.01% | 11q | -32.5%-$2.7M |
| PRUDENTIAL FINANCIAL INC | $5.3M | 254,651 | 0.01% | 3q | +45.6%+$1.7M |
| Stieven Capital Advisors, L.P. | $5.3M | 252,843 | 1.01% | new | NEW |
| Curi Capital, LLC | $4.7M | 225,000 | 0.07% | 9q | -35.1%-$2.5M |
| ALGERT GLOBAL LLC | $4.7M | 223,529 | 0.06% | 3q | -37.2%-$2.8M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $4.6M | 222,304 | 0.00% | 2q | +45.8%+$1.5M |
| NORTHERN TRUST CORP | $4.6M | 221,501 | 0.00% | 11q | +17.4%+$684.7K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $4.4M | 213,457 | 0.08% | 8q | +5.2%+$221.5K |
| Petiole USA ltd | $4.0M | 189,804 | 2.84% | 13q | -1.3%-$52.1K |
| TWO SIGMA INVESTMENTS, LP | $3.9M | 186,346 | 0.00% | 6q | +196.4%+$2.6M |
| Maloon Powers Pitre Higgins & Dennehy, LLC | $3.6M | 170,396 | 1.22% | new | FIRST |
| Qube Research & Technologies Ltd | $3.5M | 169,757 | 0.00% | 3q | +0.7%+$23.9K |
| Siena Capital Partners GP, LLC | $3.3M | 156,362 | 0.79% | 25q | -25.0%-$1.1M |
| JPMORGAN CHASE & CO | $3.2M | 152,117 | 0.00% | 11q | +81.1%+$1.4M |
| Empowered Funds, LLC | $3.1M | 150,757 | 0.02% | 8q | +7.6%+$221.5K |
| VANGUARD FIDUCIARY TRUST CO | $3.1M | 150,381 | 0.00% | 2q | +3.7%+$112.1K |
| AQR CAPITAL MANAGEMENT LLC | $2.4M | 114,240 | 0.00% | 5q | +23.7%+$455.4K |
| CITADEL ADVISORS LLC | $2.3M | 112,548 | 0.00% | 3q | +68.4%+$953.0K |
| GOLDMAN SACHS GROUP INC | $2.2M | 104,200 | 0.00% | 10q | -34.0%-$1.1M |
| HENNESSY ADVISORS INC | $2.0M | 97,000 | 0.06% | 10q | -7.6%-$166.7K |
| Cerity Partners LLC | $1.9M | 89,606 | 0.00% | 8q | HELD |
| FIRST TRUST ADVISORS LP | $1.8M | 84,996 | 0.00% | 8q | +3.0%+$51.5K |
| Bank of New York Mellon Corp | $1.7M | 83,223 | 0.00% | 9q | +18.6%+$271.6K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.5M | 73,008 | 0.00% | 9q | +23.1%+$285.9K |
| Sixth Street Partners Management Company, L.P. | $1.5M | 73,008 | 0.00% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $1.5M | 70,438 | 0.00% | 11q | -21.4%-$398.6K |
| Creative Planning | $1.4M | 67,804 | 0.00% | 5q | +38.0%+$388.8K |
| Man Group plc | $1.4M | 65,675 | 0.00% | 3q | +16.6%+$194.5K |
| MAI Capital Management | $1.3M | 63,680 | 0.00% | 8q | HELD |
| D. E. Shaw & Co., Inc. | $1.3M | 60,541 | 0.00% | 3q | -6.4%-$86.1K |
| Squarepoint Ops LLC | $1.2M | 55,679 | 0.00% | 2q | +178.2%+$743.2K |
| PFG Advisors | $1.1M | 54,450 | 0.06% | 13q | HELD |
| Robertson Stephens Wealth Management, LLC | $1.1M | 53,579 | 0.03% | 8q | HELD |
| UBS Group AG | $1.1M | 52,319 | 0.00% | 13q | -9.3%-$111.3K |
| PINNACLE ASSOCIATES LTD | $1.1M | 51,443 | 0.01% | 5q | +2.9%+$29.8K |
| PRINCIPAL FINANCIAL GROUP INC | $1.0M | 48,964 | 0.00% | 2q | +7.2%+$68.3K |
| SEI INVESTMENTS CO | $1.0M | 48,771 | 0.00% | 3q | -48.4%-$952.5K |
| Quantinno Capital Management LP | $940.7K | 45,139 | 0.00% | 4q | +36.8%+$253.3K |
| Pacific Ridge Capital Partners, LLC | $880.8K | 42,263 | 0.16% | 9q | -1.1%-$10.1K |
| HoldCo Asset Management, LP | $844.7K | 40,531 | 0.05% | 11q | HELD |
| Nuveen, LLC | $800.9K | 38,430 | 0.00% | 6q | -3.8%-$31.7K |
| OSAIC HOLDINGS, INC. | $753.6K | 36,162 | 0.00% | 13q | +596.5%+$645.4K |
| BNP PARIBAS FINANCIAL MARKETS | $746.1K | 35,802 | 0.00% | 7q | +112.3%+$394.6K |
| VANCE WEALTH, LLC | $735.7K | 35,133 | 0.17% | 13q | HELD |
| STRS OHIO | $733.6K | 35,200 | 0.00% | 3q | +15.4%+$97.9K |
| Fiduciary Trust Co | $680.4K | 32,650 | 0.01% | 4q | +11.5%+$70.0K |
| BARCLAYS PLC | $677.2K | 32,497 | 0.00% | 9q | +2.2%+$14.8K |
| Mariner, LLC | $659.6K | 31,651 | 0.00% | 8q | -0.8%-$5.5K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $628.7K | 30,170 | 0.00% | 2q | +40.2%+$180.3K |
| RHUMBLINE ADVISERS | $622.8K | 29,887 | 0.00% | 9q | +49.2%+$205.3K |
| Invesco Ltd. | $621.3K | 29,813 | 0.00% | 4q | +33.5%+$155.9K |
| Schonfeld Strategic Advisors LLC | $607.4K | 29,146 | 0.00% | 2q | +157.9%+$371.8K |
| ALPS ADVISORS INC | $596.5K | 28,623 | 0.00% | 2q | +1.2%+$7.4K |
| MONOGRAPH WEALTH ADVISORS, LLC | $586.3K | 28,000 | 0.05% | 4q | HELD |
| Keystone Wealth Services, LLC | $579.9K | 27,824 | 0.11% | 8q | HELD |
| Connor, Clark & Lunn Investment Management Ltd. | $547.3K | 26,261 | 0.00% | 3q | -9.8%-$59.2K |
| EJF Capital LP | $539.3K | 25,877 | 0.36% | 13q | -2.0%-$11.3K |
| DEUTSCHE BANK AG\ | $532.1K | 25,531 | 0.00% | 8q | +53.4%+$185.2K |
| MARSHALL WACE, LLP | $528.7K | 25,369 | 0.00% | new | NEW |
| CITIGROUP INC | $521.5K | 25,024 | 0.00% | 11q | +4.9%+$24.2K |
| ELCO Management Co., LLC | $482.2K | 23,140 | 0.21% | 13q | -10.7%-$58.0K |
| Russell Investments Group, Ltd. | $479.7K | 23,018 | 0.00% | 8q | +218.1%+$328.9K |
| RAYMOND JAMES FINANCIAL INC | $462.7K | 22,204 | 0.00% | 7q | -1.8%-$8.3K |
| WELLS FARGO & COMPANY/MN | $456.9K | 21,926 | 0.00% | 12q | +29.8%+$104.9K |
| Navalign, LLC | $452.9K | 21,731 | 0.11% | 12q | -4.7%-$22.3K |
| EntryPoint Capital, LLC | $445.9K | 21,395 | 0.11% | 5q | HELD |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $443.5K | 21,281 | 0.00% | 3q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $409.5K | 19,652 | 0.00% | new | NEW |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $345.2K | 16,565 | 0.01% | 3q | -53.2%-$392.9K |
| SEIZERT CAPITAL PARTNERS, LLC | $342.7K | 16,442 | 0.01% | new | NEW |
| XTX Topco Ltd | $338.7K | 16,252 | 0.00% | 5q | -64.1%-$604.3K |
| MetLife Investment Management, LLC | $331.9K | 15,925 | 0.00% | 9q | +11.1%+$33.3K |
| Rafferty Asset Management, LLC | $311.4K | 14,940 | 0.00% | 2q | -39.0%-$199.4K |
| ASPIRIANT, LLC | $289.9K | 13,912 | 0.01% | 7q | HELD |
| WOODWARD DIVERSIFIED CAPITAL, LLC | $284.4K | 13,647 | 0.13% | 5q | HELD |
| Creekside Partners | $267.6K | 12,839 | 0.10% | 8q | HELD |
| Perigon Wealth Management, LLC | $258.4K | 12,399 | 0.00% | 8q | HELD |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $251.2K | 12,056 | 0.00% | 8q | +12.2%+$27.4K |
| Sterling Capital Management LLC | $248.0K | 11,902 | 0.00% | 8q | -1.1%-$2.6K |
| Entropy Technologies, LP | $243.2K | 11,670 | 0.01% | new | NEW |
| GUGGENHEIM CAPITAL LLC | $231.5K | 11,110 | 0.00% | new | NEW |
| State of Wyoming | $229.8K | 11,026 | 0.02% | 4q | -26.2%-$81.4K |
| OCCUDO QUANTITATIVE STRATEGIES LP | $226.6K | 10,873 | 0.01% | new | NEW |
| Rockefeller Capital Management L.P. | $225.9K | 10,838 | 0.00% | 4q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13G/A | AllianceBernstein L.P. | 6.1% |
| 2026-08-13 | 13G/A | Wellington Management Group LLPwith 3 co-filers | 7.6% |
| 2026-07-27 | 13G | BlackRock, Inc. | 5.6% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 140 | $469.7M | 22,827,251 | 14 | 59 | 38 | 0.0% |
| Q1 2026 | 148 | $389.6M | 22,043,194 | 20 | 60 | 31 | 0.0% |
| Q4 2025 | 138 | $371.4M | 19,987,734 | 31 | 43 | 29 | 0.0% |
| Q3 2025 | 111 | $354.9M | 21,278,584 | 12 | 32 | 29 | 0.0% |
| Q2 2025 | 106 | $330.3M | 20,959,803 | 16 | 29 | 36 | 0.0% |
| Q1 2025 | 99 | $294.8M | 20,571,852 | 16 | 22 | 30 | 0.0% |
| Q4 2024 | 96 | $336.7M | 20,360,148 | 11 | 34 | 19 | 0.0% |
| Q3 2024 | 90 | $294.4M | 19,907,877 | 39 | 35 | 3 | 0.0% |
| Q2 2024 | 57 | $151.1M | 11,219,715 | 21 | 17 | 7 | 0.0% |
| Q1 2024 | 47 | $150.8M | 10,115,960 | 11 | 15 | 7 | 0.0% |
| Q4 2023 | 40 | $172.8M | 9,962,141 | 8 | 5 | 8 | 0.0% |
| Q3 2023 | 36 | $104.1M | 7,433,736 | 12 | 3 | 5 | 0.0% |
| Q2 2023 | 25 | $93.5M | 6,816,809 | 24 | 0 | 0 | 0.0% |
| Q1 2023 | 2 | $3.0M | 681,353 | 0 | 0 | 1 | 0.0% |
| Q4 2022 | 2 | $3.5M | 720,516 | 0 | 0 | 1 | 0.0% |
| Q3 2022 | 2 | $12.6M | 787,516 | 0 | 0 | 1 | 0.0% |
| Q2 2022 | 2 | $14.0M | 932,316 | 0 | 0 | 1 | 0.0% |
| Q1 2022 | 2 | $14.6M | 952,316 | 0 | 1 | 0 | 0.0% |
| Q4 2021 | 2 | $14.1M | 940,907 | 0 | 0 | 0 | 0.0% |
| Q3 2021 | 2 | $14.8M | 940,907 | 0 | 0 | 0 | 0.0% |
| Q2 2021 | 2 | $13.6M | 942,907 | 0 | 0 | 1 | 0.0% |
| Q1 2021 | 2 | $16.7M | 1,161,617 | 0 | 0 | 2 | 0.0% |
| Q4 2020 | 2 | $15.7M | 1,239,617 | 0 | 1 | 0 | 0.0% |
| Q3 2020 | 2 | $8.8M | 1,048,857 | 0 | 0 | 1 | 0.0% |
| Q2 2020 | 2 | $10.2M | 1,056,457 | 2 | 0 | 0 | 0.0% |