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DaveManuel.com · Institutional Ownership · Who Owns It

CALIFORNIA BANCORP (BCAL)

Institutional ownership reported to the SEC as of Q2 2026, across 26 quarters.

146
Reporting holders
$469.5M
Reported value
71.0%
Of shares outstanding
0.0%
Calls
0.0%
Puts
-9
Holder change

Institutions report 22,815,640 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.

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

Download these holders as CSV

FilerValueShares Their book Held Change
WELLINGTON MANAGEMENT GROUP LLP$51.0M2,447,2780.01%13q-8.9%-$5.0M
FJ Capital Management LLC$42.8M2,054,5345.56%13qHELD
BlackRock, Inc.$40.1M1,925,5990.00%8q+32.0%+$9.7M
ALLIANCEBERNSTEIN L.P.$34.6M1,952,1310.01%13q-9.1%-$3.5M
ENDEAVOUR CAPITAL ADVISORS INC$34.5M1,655,6397.08%13q-9.0%-$3.4M
VANGUARD CAPITAL MANAGEMENT LLC$23.0M1,104,2600.00%2q+5.6%+$1.2M
STATE STREET CORP$17.8M850,3620.00%10q+10.4%+$1.7M
BANC FUNDS CO LLC$17.0M816,1552.81%25q-1.8%-$312.6K
MANUFACTURERS LIFE INSURANCE COMPANY, THE$16.5M791,7940.01%13qHELD
GEODE CAPITAL MANAGEMENT, LLC$13.2M631,9170.00%12q+13.7%+$1.6M
DIMENSIONAL FUND ADVISORS LP$13.1M630,0550.00%8q+34.0%+$3.3M
AMERICAN CENTURY COMPANIES INC$12.3M591,9570.01%8q+60.9%+$4.7M
KENNEDY CAPITAL MANAGEMENT LLC$9.2M441,5420.16%8q+2.5%+$227.6K
ALGEBRIS (UK) LTD$8.4M402,4100.55%2q+218.2%+$5.7M
MORGAN STANLEY$6.3M302,9260.00%13q+12.2%+$685.2K
Elizabeth Park Capital Advisors, Ltd.$5.8M279,6304.03%3q+9.8%+$522.1K
MENDON CAPITAL ADVISORS CORP$5.7M273,1402.01%11q-32.5%-$2.7M
PRUDENTIAL FINANCIAL INC$5.3M254,6510.01%3q+45.6%+$1.7M
Stieven Capital Advisors, L.P.$5.3M252,8431.01%newNEW
Curi Capital, LLC$4.7M225,0000.07%9q-35.1%-$2.5M
ALGERT GLOBAL LLC$4.7M223,5290.06%3q+25.7%+$951.7K
VANGUARD PORTFOLIO MANAGEMENT LLC$4.6M222,3040.00%2q+45.8%+$1.5M
NORTHERN TRUST CORP$4.6M221,5010.00%11q+17.4%+$684.7K
BRIDGEWAY CAPITAL MANAGEMENT, LLC$4.4M213,4570.08%8q+5.2%+$221.5K
Petiole USA ltd$4.0M189,8042.84%13q-1.3%-$52.1K
TWO SIGMA INVESTMENTS, LP$3.9M186,3460.00%6q+196.4%+$2.6M
Maloon Powers Pitre Higgins & Dennehy, LLC$3.6M170,3961.22%newFIRST
Qube Research & Technologies Ltd$3.5M169,7570.00%3q+0.7%+$23.9K
Siena Capital Partners GP, LLC$3.3M156,3620.79%25q-25.0%-$1.1M
JPMORGAN CHASE & CO$3.2M152,1170.00%11q+81.1%+$1.4M
Empowered Funds, LLC$3.1M150,7570.02%8q+7.6%+$221.5K
VANGUARD FIDUCIARY TRUST CO$3.1M150,3810.00%2q+3.7%+$112.1K
AQR CAPITAL MANAGEMENT LLC$2.4M114,2400.00%5q+23.7%+$455.4K
CITADEL ADVISORS LLC$2.3M112,5480.00%3q+68.4%+$953.0K
GOLDMAN SACHS GROUP INC$2.2M104,2000.00%10q-34.0%-$1.1M
HENNESSY ADVISORS INC$2.0M97,0000.06%10q-7.6%-$166.7K
Cerity Partners LLC$1.9M89,6060.00%8qHELD
FIRST TRUST ADVISORS LP$1.8M84,9960.00%8q+3.0%+$51.5K
Bank of New York Mellon Corp$1.7M83,2230.00%9q+18.6%+$271.6K
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$1.5M73,0080.00%9q+23.1%+$285.9K
BANK OF AMERICA CORP /DE/$1.5M70,4380.00%11q-21.4%-$398.6K
Creative Planning$1.4M67,8040.00%5q+38.0%+$388.8K
Man Group plc$1.4M65,6750.00%3q+16.6%+$194.5K
MAI Capital Management$1.3M63,6800.00%8qHELD
D. E. Shaw & Co., Inc.$1.3M60,5410.00%3q-6.4%-$86.1K
Squarepoint Ops LLC$1.2M55,6790.00%2q+178.2%+$743.2K
PFG Advisors$1.1M54,4500.06%13qHELD
Robertson Stephens Wealth Management, LLC$1.1M53,5790.03%8qHELD
UBS Group AG$1.1M52,3190.00%13q-9.3%-$111.3K
PINNACLE ASSOCIATES LTD$1.1M51,4430.01%5q+2.9%+$29.8K
PRINCIPAL FINANCIAL GROUP INC$1.0M48,9640.00%2q+7.2%+$68.3K
SEI INVESTMENTS CO$1.0M48,7710.00%3q-48.4%-$952.5K
Quantinno Capital Management LP$940.7K45,1390.00%4q+36.8%+$253.3K
Pacific Ridge Capital Partners, LLC$880.8K42,2630.16%9q-1.1%-$10.1K
HoldCo Asset Management, LP$844.7K40,5310.05%11qHELD
Nuveen, LLC$800.9K38,4300.00%6q-3.8%-$31.7K
HRT FINANCIAL LP$774.0K37,1870.00%3q+259.0%+$558.4K
OSAIC HOLDINGS, INC.$753.6K36,1620.00%13q+596.5%+$645.4K
BNP PARIBAS FINANCIAL MARKETS$746.1K35,8020.00%7q+112.3%+$394.6K
VANCE WEALTH, LLC$735.7K35,1330.17%13qHELD
STRS OHIO$733.6K35,2000.00%3q+15.4%+$97.9K
Fiduciary Trust Co$680.4K32,6500.01%4q+11.5%+$70.0K
BARCLAYS PLC$677.2K32,4970.00%9q+2.2%+$14.8K
Mariner, LLC$659.6K31,6510.00%8q-0.8%-$5.5K
LOS ANGELES CAPITAL MANAGEMENT LLC$628.7K30,1700.00%2q+40.2%+$180.3K
RHUMBLINE ADVISERS$622.8K29,8870.00%9q+49.2%+$205.3K
Invesco Ltd.$621.3K29,8130.00%4q+33.5%+$155.9K
Schonfeld Strategic Advisors LLC$607.4K29,1460.00%2q+157.9%+$371.8K
ALPS ADVISORS INC$596.5K28,6230.00%2q+1.2%+$7.4K
MONOGRAPH WEALTH ADVISORS, LLC$586.3K28,0000.05%4qHELD
Keystone Wealth Services, LLC$579.9K27,8240.11%8qHELD
Connor, Clark & Lunn Investment Management Ltd.$547.3K26,2610.00%3q-9.8%-$59.2K
EJF Capital LP$539.3K25,8770.36%13q-2.0%-$11.3K
DEUTSCHE BANK AG\$532.1K25,5310.00%8q+53.4%+$185.2K
MARSHALL WACE, LLP$528.7K25,3690.00%newNEW
CITIGROUP INC$521.5K25,0240.00%11q+4.9%+$24.2K
ELCO Management Co., LLC$482.2K23,1400.21%13q-10.7%-$58.0K
Russell Investments Group, Ltd.$479.7K23,0180.00%8q+218.1%+$328.9K
RAYMOND JAMES FINANCIAL INC$462.7K22,2040.00%7q-1.8%-$8.3K
WELLS FARGO & COMPANY/MN$456.9K21,9260.00%12q+159.6%+$280.9K
PRICE T ROWE ASSOCIATES INC /MD/$454.0K21,7830.00%6q+42.2%+$134.8K
Navalign, LLC$452.9K21,7310.11%12q-4.7%-$22.3K
EntryPoint Capital, LLC$445.9K21,3950.11%5qHELD
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$443.5K21,2810.00%3qHELD
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$345.2K16,5650.01%3q-53.2%-$392.9K
SEIZERT CAPITAL PARTNERS, LLC$342.7K16,4420.01%newNEW
XTX Topco Ltd$338.7K16,2520.00%5q-64.1%-$604.3K
MetLife Investment Management, LLC$331.9K15,9250.00%9q+11.1%+$33.3K
Rafferty Asset Management, LLC$311.4K14,9400.00%2q-39.0%-$199.4K
ASPIRIANT, LLC$289.9K13,9120.01%7qHELD
WOODWARD DIVERSIFIED CAPITAL, LLC$284.4K13,6470.13%5qHELD
Creekside Partners$267.6K12,8390.10%8qHELD
Perigon Wealth Management, LLC$258.4K12,3990.00%8qHELD
SG Americas Securities, LLC$254.0K12,1700.00%3q+31.9%+$61.4K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$251.2K12,0560.00%8q+12.2%+$27.4K
Sterling Capital Management LLC$248.0K11,9020.00%8q-1.1%-$2.6K
Entropy Technologies, LP$243.2K11,6700.01%newNEW
GUGGENHEIM CAPITAL LLC$231.5K11,1100.00%newNEW
State of Wyoming$229.8K11,0260.02%4q-26.2%-$81.4K
OCCUDO QUANTITATIVE STRATEGIES LP$226.6K10,8730.01%newNEW

Showing the largest 100 of 146 reported holders.

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-05-08Hernandez RichardPresidentSold17,000$325.0K
2026-07-31Machado LesterDirectorSold7,500$158.9K

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202627$8.2M381,8874930.0%
Q2 2026146$469.5M22,815,6401265380.0%
Q1 2026155$389.1M21,838,8232163330.0%
Q4 2025147$372.2M19,932,2873446310.0%
Q3 2025118$355.7M21,321,9061535290.0%
Q2 2025111$330.8M20,988,6281732360.0%
Q1 2025104$294.9M20,576,6811724320.0%
Q4 2024100$336.9M20,371,4201136200.0%
Q3 202496$294.9M19,937,825443530.0%
Q2 202458$151.1M11,220,131221770.0%
Q1 202448$154.5M10,362,697111580.0%
Q4 202342$178.6M10,294,1909590.0%
Q3 202337$108.9M7,779,73612360.0%
Q2 202326$99.3M7,236,80524010.0%
Q1 20232$9.8M681,3530010.0%
Q4 20222$12.1M720,5160010.0%
Q3 20222$12.6M787,5160010.0%
Q2 20222$14.0M932,3160010.0%
Q1 20222$14.6M952,3160100.0%
Q4 20212$14.1M940,9070000.0%
Q3 20212$14.8M940,9070000.0%
Q2 20212$13.6M942,9070010.0%
Q1 20212$16.7M1,161,6170020.0%
Q4 20202$15.7M1,239,6170100.0%
Q3 20202$8.8M1,048,8570010.0%
Q2 20202$10.2M1,056,4572000.0%