DaveManuel.com · Institutional Ownership · Who Owns It
PREFERRED BK LOS ANGELES CA (PFBC)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
232
Reporting holders
$1.1B
Reported value
0.1%
Calls
0.0%
Puts
+26
Holder change
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. | $123.2M | 1,159,221 | 0.00% | 8q | -3.8%-$4.9M |
| T. Rowe Price Investment Management, Inc. | $114.4M | 1,077,055 | 0.08% | 16q | HELD |
| STATE STREET CORP | $68.7M | 646,206 | 0.00% | 31q | +9.8%+$6.1M |
| DIMENSIONAL FUND ADVISORS LP | $60.9M | 573,320 | 0.01% | 31q | -1.0%-$619.9K |
| VANGUARD CAPITAL MANAGEMENT LLC | $50.5M | 475,275 | 0.00% | 2q | -5.3%-$2.8M |
| AMERICAN CENTURY COMPANIES INC | $47.5M | 447,109 | 0.02% | 25q | +11.7%+$5.0M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $46.7M | 439,652 | 0.01% | 31q | +5.5%+$2.4M |
| Boston Partners | $43.8M | 412,063 | 0.04% | 22q | +4.1%+$1.7M |
| GEODE CAPITAL MANAGEMENT, LLC | $42.4M | 399,169 | 0.00% | 31q | +6.1%+$2.4M |
| Nuveen, LLC | $35.3M | 332,262 | 0.01% | 6q | HELD |
| TWO SIGMA INVESTMENTS, LP | $33.5M | 315,265 | 0.02% | 22q | +70.7%+$13.9M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $27.5M | 258,444 | 0.00% | 2q | +3.3%+$877.6K |
| MORGAN STANLEY | $23.9M | 224,570 | 0.00% | 35q | +5.8%+$1.3M |
| GOLDMAN SACHS GROUP INC | $18.6M | 174,961 | 0.00% | 31q | +7.0%+$1.2M |
| KENNEDY CAPITAL MANAGEMENT LLC | $17.8M | 167,220 | 0.31% | 10q | -24.1%-$5.7M |
| HSBC HOLDINGS PLC | $16.3M | 154,396 | 0.01% | 21q | -10.1%-$1.8M |
| NORTHERN TRUST CORP | $15.9M | 150,000 | 0.00% | 31q | +1.5%+$228.9K |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $15.0M | 141,435 | 0.04% | 23q | HELD |
| Stieven Capital Advisors, L.P. | $12.5M | 117,921 | 2.39% | 31q | -3.8%-$499.4K |
| Bank of New York Mellon Corp | $12.4M | 116,241 | 0.00% | 31q | -3.2%-$410.3K |
| Invesco Ltd. | $12.0M | 112,712 | 0.00% | 31q | +2.9%+$339.9K |
| Dana Investment Advisors, Inc. | $11.2M | 105,736 | 0.29% | 18q | +33.1%+$2.8M |
| Qube Research & Technologies Ltd | $10.3M | 96,660 | 0.01% | 11q | -4.3%-$466.3K |
| Phocas Financial Corp. | $10.3M | 96,557 | 1.42% | 31q | -5.0%-$541.9K |
| AQR CAPITAL MANAGEMENT LLC | $8.8M | 83,058 | 0.00% | 31q | +135.5%+$5.1M |
| PRINCIPAL FINANCIAL GROUP INC | $8.2M | 77,471 | 0.00% | 31q | HELD |
| MALTESE CAPITAL MANAGEMENT LLC | $8.2M | 76,700 | 1.49% | 31q | -7.9%-$697.4K |
| FMR LLC | $7.8M | 73,380 | 0.00% | 31q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $7.7M | 72,413 | 0.00% | 2q | -1.6%-$125.5K |
| UBS Group AG | $7.5M | 70,158 | 0.00% | 31q | -14.2%-$1.2M |
| MILLENNIUM MANAGEMENT LLC | $7.2M | 67,689 | 0.00% | 22q | +2.6%+$183.5K |
| ProShare Advisors LLC | $7.2M | 67,640 | 0.01% | 8q | -5.6%-$430.0K |
| CITADEL ADVISORS LLC | $6.9M | 64,837 | 0.00% | 23q | -25.3%-$2.3M |
| Public Sector Pension Investment Board | $6.7M | 62,805 | 0.02% | 31q | +2.9%+$186.8K |
| De Lisle Partners LLP | $6.0M | 56,179 | 0.65% | 10q | HELD |
| CSM Advisors, LLC | $5.9M | 55,500 | 0.13% | new | NEW |
| FRANKLIN RESOURCES INC | $5.4M | 51,071 | 0.00% | 13q | -4.3%-$246.4K |
| JPMORGAN CHASE & CO | $4.5M | 42,072 | 0.00% | 31q | +48.0%+$1.5M |
| D. E. Shaw & Co., Inc. | $4.4M | 40,979 | 0.00% | 9q | +94.8%+$2.1M |
| KESTREL INVESTMENT MANAGEMENT CORP | $4.2M | 39,750 | 2.30% | 10q | HELD |
| PRICE T ROWE ASSOCIATES INC /MD/ | $4.2M | 39,265 | 0.00% | 31q | HELD |
| FIRST TRUST ADVISORS LP | $4.1M | 38,433 | 0.00% | 31q | -31.5%-$1.9M |
| FEDERATED HERMES, INC. | $4.1M | 38,337 | 0.01% | 31q | +0.9%+$37.2K |
| PRUDENTIAL FINANCIAL INC | $3.7M | 35,133 | 0.00% | 31q | +14.5%+$472.3K |
| AMERIPRISE FINANCIAL INC | $3.5M | 32,932 | 0.00% | 31q | -2.7%-$98.8K |
| RHUMBLINE ADVISERS | $3.2M | 29,699 | 0.00% | 31q | -12.0%-$429.4K |
| BANK OF AMERICA CORP /DE/ | $3.0M | 27,957 | 0.00% | 31q | -22.7%-$870.3K |
| Legal & General Group Plc | $2.7M | 25,689 | 0.00% | 31q | -1.8%-$50.6K |
| ROYCE & ASSOCIATES LP | $2.7M | 25,156 | 0.02% | 30q | +0.7%+$17.6K |
| Swiss National Bank | $2.4M | 22,589 | 0.00% | 31q | -2.6%-$63.8K |
| NEW YORK STATE COMMON RETIREMENT FUND | $2.4M | 22,572 | 0.00% | 31q | -7.0%-$180.6K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $2.2M | 20,827 | 0.00% | 31q | +10.8%+$215.9K |
| XTX Topco Ltd | $2.2M | 20,736 | 0.03% | 2q | +3.2%+$67.4K |
| Fisher Asset Management, LLC | $2.0M | 18,576 | 0.00% | 7q | HELD |
| Russell Investments Group, Ltd. | $1.9M | 18,250 | 0.00% | 28q | +30.6%+$454.1K |
| Trexquant Investment LP | $1.9M | 17,513 | 0.01% | 4q | -9.6%-$196.7K |
| Quantbot Technologies LP | $1.8M | 17,408 | 0.07% | 11q | -10.0%-$204.8K |
| EXCHANGE TRADED CONCEPTS, LLC | $1.7M | 16,108 | 0.01% | 2q | +3.2%+$53.9K |
| Angel Oak Capital Advisors, LLC | $1.6M | 15,500 | 2.08% | 4q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $1.6M | 15,356 | 0.00% | 31q | +119.4%+$888.1K |
| Y-Intercept (Hong Kong) Ltd | $1.6M | 15,331 | 0.03% | 4q | -25.4%-$553.4K |
| CITIGROUP INC | $1.6M | 15,300 | 0.00% | 31q | +31.2%+$386.6K |
| ENVESTNET ASSET MANAGEMENT INC | $1.6M | 15,149 | 0.00% | 18q | +3.4%+$52.4K |
| GSA CAPITAL PARTNERS LLP | $1.6M | 14,863 | 0.10% | 13q | +484.9%+$1.3M |
| Quantinno Capital Management LP | $1.5M | 14,461 | 0.00% | 4q | +181.4%+$990.6K |
| SEI INVESTMENTS CO | $1.5M | 14,448 | 0.00% | 26q | -34.3%-$799.8K |
| Hennion & Walsh Asset Management, Inc. | $1.5M | 14,294 | 0.04% | 6q | HELD |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $1.5M | 14,179 | 0.03% | new | NEW |
| WINTON GROUP Ltd | $1.5M | 14,179 | 0.05% | 27q | HELD |
| LSV ASSET MANAGEMENT | $1.5M | 14,020 | 0.00% | 10q | +43.1%+$448.5K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $1.5M | 13,676 | 0.03% | 13q | HELD |
| HRT FINANCIAL LP | $1.4M | 13,042 | 0.00% | 8q | -51.2%-$1.5M |
| Squarepoint Ops LLC | $1.4M | 12,898 | 0.00% | 13q | -3.9%-$56.3K |
| NewEdge Wealth, LLC | $1.3M | 12,640 | 0.01% | 7q | +26.9%+$284.7K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1.3M | 12,336 | 0.00% | 31q | +16.8%+$188.4K |
| DEUTSCHE BANK AG\ | $1.3M | 12,074 | 0.00% | 34q | +1.4%+$17.1K |
| RENAISSANCE TECHNOLOGIES LLC | $1.3M | 12,040 | 0.00% | 31q | -59.7%-$1.9M |
| ALLIANCEBERNSTEIN L.P. | $1.2M | 13,474 | 0.00% | 31q | HELD |
| Unison Advisors LLC | $1.2M | 10,831 | 0.08% | 13q | +0.8%+$9.4K |
| Vanguard Global Advisers, LLC | $1.1M | 10,680 | 0.00% | 2q | HELD |
| ROYAL BANK OF CANADA | $1.1M | 10,048 | 0.00% | 31q | +12.7%+$120.1K |
| TUDOR INVESTMENT CORP ET AL | $1.1M | 10,018 | 0.00% | 10q | -82.0%-$4.9M |
| WELLS FARGO & COMPANY/MN | $1.1M | 9,976 | 0.00% | 31q | +105.1%+$543.3K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $1.0M | 9,813 | 0.02% | 8q | +15.3%+$138.5K |
| CANADA LIFE ASSURANCE Co | $1.0M | 9,824 | 0.00% | 27q | -10.2%-$118.2K |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $1.0M | 9,586 | 0.02% | 13q | -3.7%-$39.0K |
| Rafferty Asset Management, LLC | $983.9K | 9,259 | 0.00% | 22q | -8.9%-$96.6K |
| Mirae Asset Global Investments Co., Ltd. | $977.9K | 9,203 | 0.00% | 10q | +16.1%+$135.6K |
| BARCLAYS PLC | $944.7K | 8,890 | 0.00% | 31q | -11.3%-$120.7K |
| INTRUST BANK NA | $876.6K | 8,250 | 0.06% | 18q | -5.1%-$46.6K |
| Corient Private Wealth LP | $874.4K | 8,229 | 0.00% | new | NEW |
| VANGUARD ASSET MANAGEMENT, Ltd | $860.4K | 8,097 | 0.00% | 2q | HELD |
| SummerHaven Investment Management, LLC | $851.8K | 8,016 | 0.46% | 16q | HELD |
| CREDIT AGRICOLE S A | $811.8K | 7,640 | 0.00% | 7q | HELD |
| GLOBEFLEX CAPITAL L P | $798.0K | 7,510 | 0.10% | 15q | -9.3%-$81.8K |
| Brevan Howard Capital Management LP | $783.0K | 7,369 | 0.01% | 2q | +120.4%+$427.7K |
| Thrivent Financial for Lutherans | $768.0K | 7,232 | 0.00% | 31q | -4.3%-$34.8K |
| Allspring Global Investments Holdings, LLC | $723.0K | 6,804 | 0.00% | 19q | +3.2%+$22.1K |
| MetLife Investment Management, LLC | $712.6K | 6,706 | 0.00% | 32q | +1.8%+$12.3K |
| KLP KAPITALFORVALTNING AS | $711.9K | 6,700 | 0.00% | 7q | HELD |
Showing the largest 100 of 232 reported holders.
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 | 51 | $11.8M | 112,686 | 8 | 15 | 12 | 0.0% |
| Q2 2026 | 232 | $1.1B | 10,377,914 | 40 | 69 | 69 | 0.1% |
| Q1 2026 | 206 | $920.5M | 10,146,195 | 17 | 69 | 78 | 0.0% |
| Q4 2025 | 218 | $1.0B | 10,971,005 | 24 | 63 | 81 | 0.0% |
| Q3 2025 | 213 | $945.8M | 10,464,047 | 23 | 69 | 87 | 0.0% |
| Q2 2025 | 209 | $940.1M | 10,853,558 | 16 | 78 | 88 | 0.0% |
| Q1 2025 | 220 | $954.2M | 11,397,020 | 20 | 71 | 83 | 0.1% |
| Q4 2024 | 220 | $995.1M | 11,512,415 | 19 | 66 | 74 | 0.0% |
| Q3 2024 | 215 | $908.6M | 11,314,255 | 28 | 71 | 73 | 0.0% |
| Q2 2024 | 208 | $843.8M | 11,169,881 | 31 | 68 | 66 | 0.0% |
| Q1 2024 | 194 | $873.5M | 11,374,443 | 20 | 54 | 80 | 0.1% |
| Q4 2023 | 194 | $797.0M | 10,903,862 | 20 | 69 | 69 | 0.0% |
| Q3 2023 | 183 | $650.5M | 10,442,800 | 28 | 57 | 64 | 0.1% |
| Q2 2023 | 169 | $595.3M | 10,804,441 | 22 | 61 | 59 | 0.1% |
| Q1 2023 | 173 | $664.4M | 12,134,185 | 21 | 63 | 62 | 0.0% |
| Q4 2022 | 178 | $833.3M | 11,165,135 | 27 | 52 | 57 | 0.0% |
| Q3 2022 | 150 | $752.6M | 11,520,455 | 12 | 45 | 56 | 0.0% |
| Q2 2022 | 155 | $803.8M | 11,805,713 | 15 | 52 | 52 | 0.0% |
| Q1 2022 | 157 | $885.4M | 11,939,705 | 27 | 40 | 57 | 0.0% |
| Q4 2021 | 141 | $1.1B | 14,634,772 | 18 | 36 | 50 | 0.0% |
| Q3 2021 | 126 | $975.9M | 14,612,106 | 7 | 39 | 44 | 0.1% |
| Q2 2021 | 127 | $991.6M | 15,664,969 | 7 | 39 | 48 | 0.0% |
| Q1 2021 | 131 | $1.0B | 15,819,721 | 16 | 38 | 52 | 0.1% |
| Q4 2020 | 137 | $795.9M | 15,701,310 | 27 | 32 | 47 | 0.3% |
| Q3 2020 | 113 | $512.3M | 15,904,982 | 8 | 28 | 47 | 0.2% |
| Q2 2020 | 121 | $696.5M | 16,245,569 | 18 | 41 | 36 | 0.2% |
| Q1 2020 | 113 | $838.2M | 24,769,238 | 9 | 38 | 39 | 0.0% |
| Q4 2019 | 130 | $1.1B | 18,692,704 | 10 | 45 | 50 | 0.0% |
| Q3 2019 | 132 | $865.0M | 16,506,621 | 12 | 43 | 47 | 0.0% |
| Q2 2019 | 133 | $785.0M | 16,612,204 | 11 | 57 | 42 | 0.0% |
| Q1 2019 | 140 | $898.2M | 19,975,452 | 18 | 51 | 43 | 0.0% |
| Q4 2018 | 133 | $4.7B | 108,715,211 | 5 | 2 | 3 | 0.0% |