Who Owns California BanCorp Stock?
NASDAQ: BCALFinancial ServicesBanks - RegionalUSD
At close: Oct 8, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 76.60%
- Held by insiders
- 15.42%
- Institutional holders
- 197
- Institutions 76.6%
- Insiders 15.4%
- Public and other 8.0%
Who owns California BanCorp stock?
Institutional investors own about 76.6% of California BanCorp's shares, spread across 197 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 15.42% of BCAL.
The largest institutional holders are Wellington Management Group, LLP (13.39%), FJ Capital Management LLC (11.24%) and Alliancebernstein L.P. (10.68%). Together, the top 10 institutions control 77.9% of shares outstanding. In their latest filings, 4 of the top 10 institutions increased their BCAL positions and 5 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of BCAL
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Wellington Management Group, LLP | 2.45M | 13.39% | -8.9% |
| FJ Capital Management LLC | 2.05M | 11.24% | 0.0% |
| Alliancebernstein L.P. | 1.95M | 10.68% | -9.1% |
| Blackrock Inc. | 1.93M | 10.54% | +32.0% |
| Endeavour Capital Advisors Inc | 1.66M | 9.06% | -9.0% |
| Vanguard Capital Management LLC | 1.10M | 6.04% | +5.6% |
| State Street Corporation | 850.36K | 4.65% | +10.4% |
| BANC FUNDS CO LLC | 816.15K | 4.47% | -1.8% |
| Manufacturers Life Insurance Co. | 791.79K | 4.33% | -0.4% |
| Geode Capital Management, LLC | 631.92K | 3.46% | +13.7% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of BCAL
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 824.57K | 4.51% |
| iShares Trust-iShares Russell 2000 ETF | 663.40K | 3.63% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | 600.26K | 3.28% |
| John Hancock Financial Opportunities Fund | 455.32K | 2.49% |
| John Hancock Investment Trust II-Regional Bank Fund | 295.01K | 1.61% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | 281.40K | 1.54% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 253.35K | 1.39% |
| iShares Trust-iShares Russell 2000 Value ETF | 250.36K | 1.37% |
| SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF | 238.07K | 1.30% |
| RMB Investors Trust-RMB Mendon Financial Services Fund | 225.00K | 1.23% |
Frequently asked questions
Who is the largest shareholder of California BanCorp?
Wellington Management Group, LLP is the largest institutional shareholder of BCAL, owning 13.39% of shares outstanding (2.45M shares) as of its latest 13F filing.
What percentage of California BanCorp is owned by institutions?
Institutions own about 76.6% of BCAL shares and 90.6% of the public float.
How much of California BanCorp do insiders own?
Insiders, such as officers and directors, own about 15.42% of BCAL shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.