CALIFORNIA BANCORP (BCAL)
Institutional ownership reported to the SEC as of Q2 2026, across 26 quarters.
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
| 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 | +25.7%+$951.7K |
| 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 |
| 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 |
| HRT FINANCIAL LP | $774.0K | 37,187 | 0.00% | 3q | +259.0%+$558.4K |
| 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 | +159.6%+$280.9K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $454.0K | 21,783 | 0.00% | 6q | +42.2%+$134.8K |
| 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 |
| 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 |
| SG Americas Securities, LLC | $254.0K | 12,170 | 0.00% | 3q | +31.9%+$61.4K |
| 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 |
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
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-08 | Hernandez Richard | President | Sold | 17,000 | $325.0K |
| 2026-07-31 | Machado Lester | Director | Sold | 7,500 | $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.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 27 | $8.2M | 381,887 | 4 | 9 | 3 | 0.0% |
| Q2 2026 | 146 | $469.5M | 22,815,640 | 12 | 65 | 38 | 0.0% |
| Q1 2026 | 155 | $389.1M | 21,838,823 | 21 | 63 | 33 | 0.0% |
| Q4 2025 | 147 | $372.2M | 19,932,287 | 34 | 46 | 31 | 0.0% |
| Q3 2025 | 118 | $355.7M | 21,321,906 | 15 | 35 | 29 | 0.0% |
| Q2 2025 | 111 | $330.8M | 20,988,628 | 17 | 32 | 36 | 0.0% |
| Q1 2025 | 104 | $294.9M | 20,576,681 | 17 | 24 | 32 | 0.0% |
| Q4 2024 | 100 | $336.9M | 20,371,420 | 11 | 36 | 20 | 0.0% |
| Q3 2024 | 96 | $294.9M | 19,937,825 | 44 | 35 | 3 | 0.0% |
| Q2 2024 | 58 | $151.1M | 11,220,131 | 22 | 17 | 7 | 0.0% |
| Q1 2024 | 48 | $154.5M | 10,362,697 | 11 | 15 | 8 | 0.0% |
| Q4 2023 | 42 | $178.6M | 10,294,190 | 9 | 5 | 9 | 0.0% |
| Q3 2023 | 37 | $108.9M | 7,779,736 | 12 | 3 | 6 | 0.0% |
| Q2 2023 | 26 | $99.3M | 7,236,805 | 24 | 0 | 1 | 0.0% |
| Q1 2023 | 2 | $9.8M | 681,353 | 0 | 0 | 1 | 0.0% |
| Q4 2022 | 2 | $12.1M | 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% |
