Institutional Ownership Columbia Banking System, Inc. (COLB)
This table provides information about the institutional ownership of Columbia Banking System, Inc. (COLB). We have compiled data on the 425 institutions that hold shares in the stock, with a total of 194 Million shares, which have been reported (via 13F filing form) to have a value of $4.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
114
shares
|
$2,759
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
111
shares
|
$2,687
0.0% of portfolio
|
Q4 2024
Reduced 7.5%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
109
shares
|
$2,638
0.0% of portfolio
|
Q2 2020
Added 47.0%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
May 02, 2025 Q1 2025 |
106
shares
|
$2,566
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
100
shares
|
$2,421
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
100
shares
|
$2,421
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
96
shares
|
$2,324
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
96
shares
|
$2,324
0.0% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
84
shares
|
$2,033
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
83
shares
|
$2,009
0.0% of portfolio
|
Q2 2024
Reduced 41.55%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
82
shares
|
$1,985
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
82
shares
|
$1,985
0.0% of portfolio
|
Q2 2024
Added 38.98%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
72
shares
|
$1,743
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
71
shares
|
$1,718
0.0% of portfolio
|
Q4 2024
Added 31.48%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
64
shares
|
$1,549
0.0% of portfolio
|
Q1 2025
Added 6.67%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
63
shares
|
$1,525
0.0% of portfolio
|
Q4 2024
Reduced 17.11%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
60
shares
|
$1,452
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
59
shares
|
$1,428
0.0% of portfolio
|
Q3 2023
Reduced 99.29%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
May 07, 2025 Q1 2025 |
48
shares
|
$1,162
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
36
shares
|
$871
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
34
shares
|
$823
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
32
shares
|
$774
0.0% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
29
shares
|
$702
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
29
shares
|
$702
0.0% of portfolio
|
Q1 2025
Added 2800.0%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
23
shares
|
$556
0.0% of portfolio
|
Q4 2024
New holding
|