Who owns Banc of California (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-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
110 tracked funds added or opened BANC while 60 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 2026-Q1 and 2026-Q2, across 283 tracked filers holding BANC, 149 increased or opened the position and 159 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
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 2026-Q1 and 2026-Q2 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 15
- Assenagon Asset Management S.A.$22M
- Jain Global LLC$13M
- Weiss Asset Management LP$5M
- BOOTHBAY FUND MANAGEMENT, LLC$3M
- Aquatic Capital Management LLC$3M
- Entropy Technologies, LP$2M
Full exits 34
- T. Rowe Price Investment Management, Inc.$229M
- WARBURG PINCUS LLC$46M
- North Reef Capital Management LP$26M
- Polar Asset Management Partners Inc.$20M
- BAYVIEW ASSET MANAGEMENT, LLC$13M
- JANE STREET GROUP, LLC$8M
Largest adds
- BlackRock, Inc.$212M
- WELLINGTON MANAGEMENT GROUP LLP$82M
- VANGUARD PORTFOLIO MANAGEMENT LLC$47M
- TWO SIGMA INVESTMENTS, LP$39M
- STATE STREET CORP$37M
- JPMORGAN CHASE & CO$33M
Largest trims
- MILLENNIUM MANAGEMENT LLC$73M
- JUPITER ASSET MANAGEMENT LTD$23M
- CITADEL ADVISORS LLC$22M
- UBS Group AG$13M
- BALYASNY ASSET MANAGEMENT L.P.$12M
- AQR CAPITAL MANAGEMENT LLC$6M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 22,626,138 | $462M | 16.6% | 2026-Q2 |
| STATE STREET CORP added | 9,592,437 | $197M | 7.1% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 6,893,063 | $141M | 5.1% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 6,434,007 | $131M | 4.7% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 6,344,209 | $130M | 4.7% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 6,121,876 | $125M | 4.5% | 2026-Q2 |
| Invesco Ltd. added | 4,963,067 | $101M | 3.6% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 4,428,331 | $90M | 3.2% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 3,735,558 | $76M | 2.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 3,034,918 | $62M | 2.2% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 2,975,692 | $61M | 2.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 2,957,956 | $60M | 2.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 2,818,633 | $58M | 2.1% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 2,698,474 | $55M | 2.0% | 2026-Q2 |
| PL Capital Advisors, LLC trimmed | 2,449,219 | $50M | 1.8% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 2,300,242 | $47M | 1.7% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,940,174 | $40M | 1.4% | 2026-Q2 |
| BARCLAYS PLC added | 1,688,832 | $35M | 1.2% | 2026-Q2 |
| NORTHERN TRUST CORP added | 1,673,095 | $34M | 1.2% | 2026-Q2 |
| Nuveen, LLC added | 1,552,528 | $32M | 1.1% | 2026-Q2 |
| Hodges Capital Management Inc. trimmed | 1,345,846 | $27M | 1.0% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 1,291,403 | $26M | 0.9% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 1,262,648 | $26M | 0.9% | 2026-Q2 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed | 1,249,192 | $26M | 0.9% | 2026-Q2 |
| Penn Capital Management Company, LLC trimmed | 1,199,061 | $25M | 0.9% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 1,183,260 | $24M | 0.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,096,631 | $22M | 0.8% | 2026-Q2 |
| Bank of New York Mellon Corp added | 1,077,784 | $22M | 0.8% | 2026-Q2 |
| Assenagon Asset Management S.A. added | 1,065,432 | $22M | 0.8% | 2026-Q2 |
| Longaeva Partners L.P. added | 1,058,731 | $22M | 0.8% | 2026-Q2 |
| FMR LLC added | 1,004,842 | $21M | 0.7% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 989,663 | $20M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 924,723 | $19M | 0.7% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 825,810 | $17M | 0.6% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 821,111 | $17M | 0.6% | 2026-Q2 |
| UBS Group AG trimmed | 815,928 | $17M | 0.6% | 2026-Q2 |
| Trexquant Investment LP added | 814,928 | $17M | 0.6% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 803,923 | $16M | 0.6% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 714,626 | $15M | 0.5% | 2026-Q2 |
| Empowered Funds, LLC added | 707,397 | $14M | 0.5% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 696,033 | $14M | 0.5% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 662,095 | $14M | 0.5% | 2026-Q2 |
| Jain Global LLC added | 613,126 | $13M | 0.4% | 2026-Q2 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. added | 576,403 | $12M | 0.4% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 561,817 | $11M | 0.4% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 521,185 | $11M | 0.4% | 2026-Q2 |
| BANC FUNDS CO LLC | 519,738 | $11M | 0.4% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 472,286 | $10M | 0.3% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 470,030 | $10M | 0.3% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 469,219 | $10M | 0.3% | 2026-Q2 |
| SALZHAUER MICHAEL trimmed | 468,559 | $10M | 0.3% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 425,565 | $9M | 0.3% | 2026-Q2 |
| CITIGROUP INC added | 425,526 | $9M | 0.3% | 2026-Q2 |
| Petiole USA ltd added | 397,168 | $8M | 0.3% | 2026-Q2 |
| MENDON CAPITAL ADVISORS CORP added | 381,273 | $8M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 381,242 | $8M | 0.3% | 2026-Q2 |
| Verition Fund Management LLC trimmed | 364,334 | $7M | 0.3% | 2026-Q2 |
| Brevan Howard Capital Management LP added | 363,400 | $7M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 358,830 | $7M | 0.3% | 2026-Q2 |
| Gator Capital Management, LLC added | 358,765 | $7M | 0.3% | 2026-Q2 |
| Curi Capital, LLC added | 354,890 | $7M | 0.3% | 2026-Q2 |
| Tiptree Advisors, LLC | 350,340 | $7M | 0.3% | 2026-Q2 |
| Dana Investment Advisors, Inc. trimmed | 342,902 | $7M | 0.3% | 2026-Q2 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added | 341,005 | $7M | 0.3% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 332,297 | $7M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 324,619 | $7M | 0.2% | 2026-Q2 |
| Squarepoint Ops LLC added | 323,256 | $7M | 0.2% | 2026-Q2 |
| Legal & General Group Plc added | 303,107 | $6M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 296,779 | $6M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 294,339 | $6M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 293,214 | $6M | 0.2% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 270,172 | $6M | 0.2% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 262,769 | $5M | 0.2% | 2026-Q2 |
| Weiss Asset Management LP added | 255,381 | $5M | 0.2% | 2026-Q2 |
| Quantbot Technologies LP added | 253,389 | $5M | 0.2% | 2026-Q2 |
| Allianz Asset Management GmbH | 251,542 | $4M | 0.2% | 2026-Q2 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main added | 248,589 | $5M | 0.2% | 2026-Q2 |
| JUPITER ASSET MANAGEMENT LTD trimmed | 246,753 | $5M | 0.2% | 2026-Q2 |
| Engineers Gate Manager LP added | 232,431 | $5M | 0.2% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 224,746 | $5M | 0.2% | 2026-Q2 |
| TD Asset Management Inc | 222,974 | $5M | 0.2% | 2026-Q2 |
| Numerai GP LLC added | 220,921 | $5M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 219,482 | $4M | 0.1% | 2026-Q2 |
| Man Group plc trimmed | 214,845 | $4M | 0.2% | 2026-Q2 |
| EJF Capital LP trimmed | 202,967 | $4M | 0.1% | 2026-Q2 |
| HENNESSY ADVISORS INC trimmed | 190,000 | $4M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 182,142 | $4M | 0.1% | 2026-Q2 |
| Financiere des Professionnels - Fonds d'investissement inc. added | 181,307 | $4M | 0.1% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 175,561 | $4M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 173,461 | $4M | 0.1% | 2026-Q2 |
| Rafferty Asset Management, LLC trimmed | 172,961 | $4M | 0.1% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 168,136 | $3M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 160,324 | $3M | 0.1% | 2026-Q2 |
| INTECH INVESTMENT MANAGEMENT LLC added | 153,123 | $3M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 150,089 | $3M | 0.1% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC new | 148,748 | $3M | 0.1% | 2026-Q2 |
| Orchard Capital Management, LLC trimmed | 147,413 | $3M | 0.1% | 2026-Q2 |
| ENDEAVOUR CAPITAL ADVISORS INC trimmed | 145,478 | $3M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 130,910 | $3M | 0.1% | 2026-Q2 |
| Aquatic Capital Management LLC added | 129,708 | $3M | 0.1% | 2026-Q2 |
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.
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.