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Institutional Ownership · SEC Form 13F

Who owns Banc of California, Inc. (BANC)


Which tracked institutional funds hold BANC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BANC company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

317
Institutional holders
146M
Shares held (tracked funds)
97.2%
Of shares outstanding

How the tape is positioned

83 tracked funds added or opened BANC while 72 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

BANC’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes BANC more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in BANC divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 316 tracked filers holding BANC, 190 increased or opened the position and 107 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in BANC between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 28

  • VANGUARD CAPITAL MANAGEMENT LLC$109M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$84M
  • Qube Research & Technologies Ltd$22M
  • VANGUARD FIDUCIARY TRUST CO$15M
  • TUDOR INVESTMENT CORP ET AL$8M
  • Campbell & CO Investment Adviser LLC$7M

Full exits 13

  • VANGUARD GROUP INC$172M
  • CANADA PENSION PLAN INVESTMENT BOARD$6M
  • Weiss Asset Management LP$3M
  • Y-Intercept (Hong Kong) Ltd$3M
  • RENAISSANCE TECHNOLOGIES LLC$3M
  • Janney Montgomery Scott LLC$3M

Largest adds

  • T. Rowe Price Investment Management, Inc.$177M
  • MILLENNIUM MANAGEMENT LLC$95M
  • JUPITER ASSET MANAGEMENT LTD$25M
  • WELLINGTON MANAGEMENT GROUP LLP$21M
  • UBS Group AG$18M
  • BANK OF AMERICA CORP /DE/$14M

Largest trims

  • WARBURG PINCUS LLC$232M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$128M
  • BlackRock, Inc.$128M
  • CITADEL ADVISORS LLC$75M
  • Invesco Ltd.$44M
  • MASSACHUSETTS FINANCIAL SERVICES CO /MA/$34M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed14,246,416$250M9.3%2026-Q1
T. Rowe Price Investment Management, Inc. added13,038,264$229M8.5%2026-Q1
STATE STREET CORP added9,073,888$161M5.9%2026-Q1
MILLENNIUM MANAGEMENT LLC added7,281,230$128M4.7%2026-Q1
DIMENSIONAL FUND ADVISORS LP added6,464,447$114M4.2%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new6,196,123$109M4.0%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new4,799,944$84M3.1%2026-Q1
Invesco Ltd. trimmed4,111,486$72M2.7%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added3,673,205$65M2.4%2026-Q1
AMERICAN CENTURY COMPANIES INC added3,440,684$60M2.2%2026-Q1
PL Capital Advisors, LLC2,949,219$52M1.9%2026-Q1
NEUBERGER BERMAN GROUP LLC added2,809,468$49M1.8%2026-Q1
WARBURG PINCUS LLC trimmed2,640,244$46M1.7%2026-Q1
GOLDMAN SACHS GROUP INC trimmed2,594,786$46M1.7%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP added2,431,860$43M1.6%2026-Q1
AMERIPRISE FINANCIAL INC trimmed2,330,161$41M1.5%2026-Q1
MORGAN STANLEY added2,189,427$38M1.4%2026-Q1
UBS Group AG added1,702,277$30M1.1%2026-Q1
JUPITER ASSET MANAGEMENT LTD added1,617,137$28M1.1%2026-Q1
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed1,583,477$28M1.0%2026-Q1
North Reef Capital Management LP added1,500,000$26M1.0%2026-Q1
Hodges Capital Management Inc. added1,462,302$26M0.9%2026-Q1
NORTHERN TRUST CORP added1,443,050$25M0.9%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added1,264,271$22M0.8%2026-Q1
CITADEL ADVISORS LLC trimmed1,262,225$22M0.8%2026-Q1
BANK OF AMERICA CORP /DE/ added1,227,555$22M0.8%2026-Q1
Qube Research & Technologies Ltd added1,225,917$22M0.8%2026-Q1
TWO SIGMA INVESTMENTS, LP added1,220,651$21M0.8%2026-Q1
Penn Capital Management Company, LLC added1,213,010$21M0.8%2026-Q1
Point72 Asset Management, L.P. added1,197,537$21M0.8%2026-Q1
Polar Asset Management Partners Inc. added1,127,558$20M0.7%2026-Q1
Bank of New York Mellon Corp trimmed1,006,899$18M0.7%2026-Q1
BARCLAYS PLC added992,609$17M0.6%2026-Q1
BRIDGEWAY CAPITAL MANAGEMENT, LLC added961,299$17M0.6%2026-Q1
VANGUARD FIDUCIARY TRUST CO new877,727$15M0.6%2026-Q1
JPMORGAN CHASE & CO trimmed831,590$14M0.5%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND added788,123$14M0.5%2026-Q1
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed764,938$13M0.5%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. added742,849$13M0.5%2026-Q1
BAYVIEW ASSET MANAGEMENT, LLC725,000$13M0.5%2026-Q1
Empowered Funds, LLC added678,395$12M0.4%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added652,758$11M0.4%2026-Q1
Trexquant Investment LP added614,760$11M0.4%2026-Q1
STATE OF WISCONSIN INVESTMENT BOARD trimmed612,176$11M0.4%2026-Q1
Nuveen, LLC added594,215$10M0.4%2026-Q1
FMR LLC added572,917$10M0.4%2026-Q1
ALGERT GLOBAL LLC trimmed528,330$9M0.3%2026-Q1
BANC FUNDS CO LLC519,738$9M0.3%2026-Q1
AQR CAPITAL MANAGEMENT LLC added510,447$9M0.3%2026-Q1
Verition Fund Management LLC trimmed506,134$9M0.3%2026-Q1
FIRST TRUST ADVISORS LP added490,136$9M0.3%2026-Q1
Public Sector Pension Investment Board added480,243$8M0.3%2026-Q1
JANE STREET GROUP, LLC added477,876$8M0.3%2026-Q1
TUDOR INVESTMENT CORP ET AL added449,275$8M0.3%2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLC added414,904$7M0.3%2026-Q1
Campbell & CO Investment Adviser LLC added414,048$7M0.3%2026-Q1
RHUMBLINE ADVISERS added411,346$7M0.3%2026-Q1
SALZHAUER MICHAEL added588,756$7M0.3%2026-Q1
Petiole USA ltd397,167$7M0.3%2026-Q1
Thrivent Financial for Lutherans added389,205$7M0.3%2026-Q1
BESSEMER GROUP INC added386,677$7M0.3%2026-Q1
Walleye Capital LLC added384,583$7M0.2%2026-Q1
HRT FINANCIAL LP added370,664$7M0.2%2026-Q1
VICTORY CAPITAL MANAGEMENT INC added368,568$6M0.2%2026-Q1
ENDEAVOUR CAPITAL ADVISORS INC trimmed367,538$6M0.2%2026-Q1
CITIGROUP INC trimmed359,920$6M0.2%2026-Q1
Russell Investments Group, Ltd. trimmed354,900$6M0.2%2026-Q1
Tiptree Advisors, LLC350,340$6M0.2%2026-Q1
Gator Capital Management, LLC added349,860$6M0.2%2026-Q1
Dana Investment Advisors, Inc. trimmed348,583$6M0.2%2026-Q1
SG Americas Securities, LLC added344,033$6M0.2%2026-Q1
LSV ASSET MANAGEMENT added338,900$6M0.2%2026-Q1
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed337,805$6M0.2%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added337,746$6M0.2%2026-Q1
SEI INVESTMENTS CO added335,588$6M0.2%2026-Q1
Legal & General Group Plc trimmed300,731$5M0.2%2026-Q1
SEVEN GRAND MANAGERS, LLC new300,000$5M0.2%2026-Q1
FRANKLIN RESOURCES INC added296,852$5M0.2%2026-Q1
Longaeva Partners L.P. new285,796$5M0.2%2026-Q1
MENDON CAPITAL ADVISORS CORP added275,000$5M0.2%2026-Q1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed273,567$5M0.2%2026-Q1
Rafferty Asset Management, LLC trimmed254,577$4M0.2%2026-Q1
Curi Capital, LLC added253,932$4M0.2%2026-Q1
Swiss National Bank added253,714$4M0.2%2026-Q1
Allianz Asset Management GmbH added251,542$4M0.2%2026-Q1
BASSWOOD CAPITAL MANAGEMENT, L.L.C.251,202$4M0.2%2026-Q1
Black Maple Capital Management LP added249,621$4M0.2%2026-Q1
EJF Capital LP added238,943$4M0.2%2026-Q1
THOMPSON SIEGEL & WALMSLEY LLC trimmed235,485$4M0.2%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added234,105$4M0.2%2026-Q1
Quantbot Technologies LP added230,122$4M0.1%2026-Q1
VANGUARD GROUP INC trimmed8,916,421$172M6.4%2025-Q4 stale
Centerbridge Partners, L.P. trimmed3,149,920$52M1.9%2025-Q3 stale
FJ Capital Management LLC added1,365,440$19M0.7%2025-Q2 stale
PATRIOT FINANCIAL PARTNERS GP, LP1,000,232$14M0.5%2025-Q1 stale
Rhino Investment Partners, Inc added826,452$14M0.5%2025-Q3 stale
KENNEDY CAPITAL MANAGEMENT LLC trimmed920,439$13M0.5%2025-Q2 stale
Point72 Europe (London) LLP new617,100$10M0.4%2025-Q3 stale
CANADA PENSION PLAN INVESTMENT BOARD added304,600$6M0.2%2025-Q4 stale
WINTON GROUP Ltd trimmed306,267$4M0.2%2025-Q2 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership