DaveManuel.com · Institutional Ownership · Who Owns It
BANNER CORP (BANR)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
287
Reporting holders
$2.1B
Reported value
92.8%
Of shares outstanding
0.0%
Calls
0.0%
Puts
+19
Holder change
Institutions report 31,539,808 shares against 33,984,909 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. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $328.5M | 4,944,139 | 0.00% | 8q | -1.1%-$3.7M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $150.0M | 2,257,463 | 0.01% | 2q | HELD |
| DIMENSIONAL FUND ADVISORS LP | $146.9M | 2,210,539 | 0.03% | 31q | +1.5%+$2.2M |
| STATE STREET CORP | $133.2M | 2,004,132 | 0.00% | 31q | +7.2%+$9.0M |
| VANGUARD CAPITAL MANAGEMENT LLC | $97.9M | 1,474,168 | 0.00% | 2q | -3.3%-$3.3M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $87.7M | 1,320,449 | 0.01% | 31q | +8.4%+$6.8M |
| GEODE CAPITAL MANAGEMENT, LLC | $60.2M | 905,159 | 0.00% | 31q | +5.0%+$2.8M |
| WELLINGTON MANAGEMENT GROUP LLP | $60.0M | 903,281 | 0.01% | 18q | -11.7%-$7.9M |
| AMERICAN CENTURY COMPANIES INC | $57.3M | 862,089 | 0.03% | 31q | +29.6%+$13.1M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $50.1M | 753,986 | 0.04% | 31q | -16.7%-$10.1M |
| Nuveen, LLC | $46.4M | 697,729 | 0.01% | 6q | -3.0%-$1.4M |
| VICTORY CAPITAL MANAGEMENT INC | $44.0M | 662,759 | 0.02% | 30q | -15.3%-$7.9M |
| MILLENNIUM MANAGEMENT LLC | $33.3M | 500,749 | 0.01% | 31q | -8.2%-$3.0M |
| NORTHERN TRUST CORP | $31.2M | 469,412 | 0.00% | 31q | +5.5%+$1.6M |
| Qube Research & Technologies Ltd | $28.9M | 435,298 | 0.03% | 4q | +46.8%+$9.2M |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $27.3M | 411,033 | 1.09% | 6q | +0.5%+$144.1K |
| DEPRINCE RACE & ZOLLO INC | $25.1M | 377,911 | 0.42% | 4q | -20.5%-$6.5M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $24.1M | 363,197 | 0.07% | 8q | -12.3%-$3.4M |
| MORGAN STANLEY | $22.6M | 339,532 | 0.00% | 35q | +17.0%+$3.3M |
| RAYMOND JAMES FINANCIAL INC | $22.5M | 339,028 | 0.01% | 7q | -1.4%-$325.0K |
| Fisher Asset Management, LLC | $22.1M | 332,241 | 0.01% | 31q | HELD |
| TWO SIGMA INVESTMENTS, LP | $21.5M | 323,292 | 0.02% | 17q | -21.6%-$5.9M |
| Bank of New York Mellon Corp | $20.5M | 308,674 | 0.00% | 31q | +1.4%+$282.2K |
| Aberdeen Group plc | $19.2M | 288,496 | 0.03% | 16q | -8.4%-$1.8M |
| GOLDMAN SACHS GROUP INC | $18.3M | 274,848 | 0.00% | 31q | +12.9%+$2.1M |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $18.1M | 272,268 | 0.32% | 23q | HELD |
| PANAGORA ASSET MANAGEMENT INC | $18.0M | 271,197 | 0.06% | 31q | +20.6%+$3.1M |
| FMR LLC | $17.8M | 267,815 | 0.00% | 31q | +3.1%+$528.9K |
| LAZARD ASSET MANAGEMENT LLC | $17.7M | 266,318 | 0.03% | new | NEW |
| North Reef Capital Management LP | $17.3M | 260,156 | 0.66% | 2q | +33.1%+$4.3M |
| VANGUARD FIDUCIARY TRUST CO | $14.8M | 223,011 | 0.00% | 2q | +1.5%+$218.8K |
| PRINCIPAL FINANCIAL GROUP INC | $14.6M | 219,146 | 0.01% | 31q | +1.4%+$194.3K |
| AQR CAPITAL MANAGEMENT LLC | $14.2M | 213,587 | 0.00% | 12q | +144.4%+$8.4M |
| D. E. Shaw & Co., Inc. | $14.0M | 210,756 | 0.01% | 3q | +10.6%+$1.3M |
| Allianz Asset Management GmbH | $13.7M | 205,772 | 0.01% | 16q | +558.1%+$11.6M |
| Invesco Ltd. | $12.4M | 187,096 | 0.00% | 31q | +6.3%+$732.0K |
| CITADEL ADVISORS LLC | $12.4M | 186,646 | 0.00% | 3q | -16.1%-$2.4M |
| Ceredex Value Advisors LLC | $11.7M | 175,944 | 0.33% | new | NEW |
| JPMORGAN CHASE & CO | $11.6M | 173,053 | 0.00% | 31q | +256.7%+$8.3M |
| UBS Group AG | $10.5M | 157,436 | 0.00% | 31q | -80.2%-$42.4M |
| Aristotle Capital Boston, LLC | $10.5M | 157,394 | 0.70% | 32q | -16.5%-$2.1M |
| BANK OF AMERICA CORP /DE/ | $10.1M | 152,324 | 0.00% | 31q | -11.1%-$1.3M |
| Stieven Capital Advisors, L.P. | $10.0M | 150,756 | 1.91% | 11q | HELD |
| Empowered Funds, LLC | $9.8M | 148,141 | 0.05% | 13q | +0.9%+$86.6K |
| Public Sector Pension Investment Board | $7.8M | 116,739 | 0.02% | 31q | -4.3%-$350.9K |
| Allspring Global Investments Holdings, LLC | $7.4M | 109,493 | 0.01% | 19q | +34.7%+$1.9M |
| Russell Investments Group, Ltd. | $6.5M | 97,770 | 0.01% | 31q | -0.6%-$38.2K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $6.3M | 94,520 | 0.00% | 31q | -1.9%-$121.3K |
| Edgestream Partners, L.P. | $6.2M | 93,560 | 0.18% | 6q | +277.1%+$4.6M |
| AMERIPRISE FINANCIAL INC | $6.2M | 93,472 | 0.00% | 31q | +54.5%+$2.2M |
| SEI INVESTMENTS CO | $5.9M | 88,452 | 0.01% | 31q | -14.4%-$986.6K |
| RHUMBLINE ADVISERS | $5.8M | 87,343 | 0.00% | 31q | -9.9%-$636.5K |
| Phocas Financial Corp. | $5.6M | 84,286 | 0.78% | 19q | -5.0%-$293.9K |
| Emerald Investment Advisers, LLC | $5.5M | 83,052 | 0.37% | 2q | +4.6%+$244.9K |
| WELLS FARGO & COMPANY/MN | $5.3M | 80,325 | 0.00% | 31q | +45.0%+$1.7M |
| Legal & General Group Plc | $5.2M | 78,451 | 0.00% | 31q | +1.2%+$64.3K |
| PEREGRINE CAPITAL MANAGEMENT LLC | $5.2M | 78,288 | 0.17% | 21q | -8.1%-$455.6K |
| BAYVIEW ASSET MANAGEMENT, LLC | $5.1M | 77,500 | 1.04% | 2q | +29.2%+$1.2M |
| FIRST TRUST ADVISORS LP | $5.1M | 77,009 | 0.00% | 31q | +11.1%+$512.4K |
| STATE OF WISCONSIN INVESTMENT BOARD | $4.7M | 70,758 | 0.01% | 31q | -7.8%-$397.8K |
| Swiss National Bank | $4.5M | 68,000 | 0.00% | 31q | +0.9%+$39.9K |
| MARTINGALE ASSET MANAGEMENT L P | $4.1M | 61,353 | 0.10% | 2q | +72.5%+$1.7M |
| Siena Capital Partners GP, LLC | $4.0M | 60,973 | 0.98% | 17q | HELD |
| ExodusPoint Capital Management, LP | $3.5M | 52,830 | 0.02% | 5q | -27.0%-$1.3M |
| XTX Topco Ltd | $3.4M | 50,443 | 0.04% | 2q | +486.7%+$2.8M |
| STIFEL FINANCIAL CORP | $3.3M | 50,248 | 0.00% | 31q | -2.1%-$71.2K |
| FRANKLIN RESOURCES INC | $3.2M | 48,803 | 0.00% | 10q | +3.5%+$108.6K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $3.1M | 46,826 | 0.00% | 22q | +20.5%+$528.7K |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $2.9M | 43,653 | 0.05% | 3q | -28.5%-$1.2M |
| BW Gestao de Investimentos Ltda. | $2.8M | 42,500 | 0.06% | 2q | -57.5%-$3.8M |
| PRUDENTIAL FINANCIAL INC | $2.7M | 41,004 | 0.00% | 31q | +17.6%+$407.9K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $2.6M | 39,591 | 0.00% | 31q | -2.6%-$71.0K |
| Focus Partners Wealth | $2.6M | 39,210 | 0.00% | 8q | -40.2%-$1.8M |
| Balyasny Asset Management L.P. | $2.5M | 38,068 | 0.00% | 5q | +223.7%+$1.7M |
| ALLIANCEBERNSTEIN L.P. | $2.5M | 41,486 | 0.00% | 31q | +21.7%+$448.8K |
| CITIGROUP INC | $2.5M | 37,691 | 0.00% | 31q | +22.9%+$466.6K |
| Schonfeld Strategic Advisors LLC | $2.5M | 37,456 | 0.01% | 3q | +54.7%+$880.0K |
| DEUTSCHE BANK AG\ | $2.5M | 37,010 | 0.00% | 34q | +11.6%+$256.5K |
| Y-Intercept (Hong Kong) Ltd | $2.3M | 35,352 | 0.05% | 4q | -35.5%-$1.3M |
| Thrivent Financial for Lutherans | $2.3M | 35,202 | 0.00% | 31q | +39.9%+$667.6K |
| BNP PARIBAS FINANCIAL MARKETS | $2.3M | 35,204 | 0.00% | 31q | +228.6%+$1.6M |
| VOYA INVESTMENT MANAGEMENT LLC | $2.3M | 34,956 | 0.00% | 31q | +3.0%+$67.4K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $2.2M | 32,683 | 0.00% | 3q | +73.3%+$918.3K |
| VANGUARD ASSET MANAGEMENT, Ltd | $2.1M | 31,141 | 0.00% | 2q | +11.1%+$205.9K |
| Rosenthal | Henry Capital Advisors, Inc. | $2.1M | 30,877 | 1.79% | 25q | HELD |
| WESBANCO BANK INC | $2.0M | 29,969 | 0.05% | 10q | +35.2%+$518.2K |
| Vanguard Global Advisers, LLC | $2.0M | 29,909 | 0.00% | 2q | -2.0%-$39.8K |
| CANADA LIFE ASSURANCE Co | $1.9M | 28,897 | 0.00% | 27q | -3.5%-$68.8K |
| CAPITAL FUND MANAGEMENT S.A. | $1.9M | 28,567 | 0.01% | new | NEW |
| Mirae Asset Global Investments Co., Ltd. | $1.9M | 28,385 | 0.00% | 17q | +18.9%+$300.4K |
| NEW YORK STATE COMMON RETIREMENT FUND | $1.9M | 27,868 | 0.00% | 31q | +5.7%+$99.7K |
| Trexquant Investment LP | $1.8M | 27,394 | 0.01% | 3q | -68.7%-$4.0M |
| CAMBIAR INVESTORS LLC | $1.7M | 26,147 | 0.08% | 2q | +19.7%+$285.4K |
| CALDWELL SUTTER CAPITAL, INC. | $1.7M | 26,074 | 0.65% | 14q | -7.7%-$145.3K |
| MERCER GLOBAL ADVISORS INC /ADV | $1.7M | 26,016 | 0.00% | 22q | +37.5%+$471.1K |
| SG Americas Securities, LLC | $1.6M | 24,055 | 0.00% | 6q | -50.4%-$1.6M |
| Rafferty Asset Management, LLC | $1.5M | 22,474 | 0.00% | 25q | -18.5%-$340.0K |
| Cascade Investment Advisors, Inc. | $1.5M | 22,305 | 0.81% | 20q | -1.3%-$19.9K |
| Engineers Gate Manager LP | $1.5M | 22,137 | 0.02% | 4q | -1.7%-$25.0K |
| Point72 Asset Management, L.P. | $1.5M | 21,854 | 0.00% | 3q | -57.8%-$2.0M |
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 |
|---|---|---|---|
| 2026-10-30 | 13G/A | Vanguard Capital Management | 4.7% |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 58 | $40.6M | 606,048 | 10 | 14 | 11 | 0.0% |
| Q2 2026 | 287 | $2.1B | 31,539,808 | 42 | 118 | 75 | 0.0% |
| Q1 2026 | 268 | $1.9B | 31,376,137 | 34 | 84 | 86 | 0.0% |
| Q4 2025 | 247 | $1.9B | 30,818,580 | 33 | 69 | 78 | 0.0% |
| Q3 2025 | 223 | $2.0B | 31,180,125 | 18 | 68 | 76 | 0.0% |
| Q2 2025 | 231 | $2.0B | 31,541,343 | 36 | 67 | 72 | 0.0% |
| Q1 2025 | 216 | $2.0B | 31,707,985 | 23 | 67 | 73 | 0.0% |
| Q4 2024 | 211 | $2.1B | 31,858,816 | 20 | 63 | 68 | 0.0% |
| Q3 2024 | 200 | $1.9B | 31,612,742 | 27 | 61 | 67 | 0.0% |
| Q2 2024 | 192 | $1.5B | 30,755,263 | 21 | 61 | 69 | 0.0% |
| Q1 2024 | 199 | $1.5B | 31,261,848 | 17 | 64 | 75 | 0.0% |
| Q4 2023 | 206 | $1.6B | 30,596,965 | 18 | 78 | 68 | 0.0% |
| Q3 2023 | 204 | $1.2B | 29,207,409 | 22 | 65 | 81 | 0.0% |
| Q2 2023 | 212 | $1.3B | 29,415,043 | 29 | 78 | 70 | 0.1% |
| Q1 2023 | 218 | $1.6B | 29,381,376 | 17 | 80 | 80 | 0.1% |
| Q4 2022 | 247 | $1.8B | 29,238,341 | 38 | 69 | 92 | 0.0% |
| Q3 2022 | 209 | $4.2B | 70,966,186 | 20 | 55 | 82 | 0.0% |
| Q2 2022 | 201 | $2.7B | 47,517,173 | 23 | 47 | 76 | 0.0% |
| Q1 2022 | 198 | $5.1B | 87,306,130 | 19 | 64 | 60 | 0.0% |
| Q4 2021 | 199 | $5.7B | 94,463,063 | 18 | 57 | 74 | 0.0% |
| Q3 2021 | 196 | $5.7B | 103,691,002 | 23 | 55 | 70 | 0.0% |
| Q2 2021 | 185 | $4.8B | 88,167,157 | 19 | 50 | 75 | 0.0% |
| Q1 2021 | 183 | $4.2B | 78,094,730 | 27 | 52 | 58 | 0.0% |
| Q4 2020 | 187 | $4.1B | 88,698,387 | 36 | 56 | 54 | 0.0% |
| Q3 2020 | 165 | $2.9B | 89,942,171 | 18 | 53 | 57 | 0.0% |
| Q2 2020 | 167 | $1.6B | 41,170,868 | 28 | 56 | 54 | 0.0% |
| Q1 2020 | 158 | $2.5B | 74,916,189 | 17 | 54 | 51 | 0.0% |
| Q4 2019 | 176 | $2.3B | 41,402,635 | 19 | 64 | 57 | 0.0% |
| Q3 2019 | 193 | $2.3B | 41,012,509 | 24 | 59 | 61 | 0.1% |
| Q2 2019 | 191 | $2.2B | 40,473,299 | 14 | 63 | 60 | 0.0% |
| Q1 2019 | 216 | $2.2B | 40,960,328 | 35 | 71 | 64 | 0.0% |
| Q4 2018 | 205 | $2.2B | 40,679,369 | 9 | 3 | 2 | 0.0% |