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 512 institutions that hold shares in the stock, with a total of 274 Million shares, which have been reported (via 13F filing form) to have a value of $7.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
168
shares
|
$4,524
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
166
shares
|
$4,470
0.0% of portfolio
|
Q3 2025
Added 45.61%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
164
shares
|
$4,416
0.0% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
155
shares
|
$4,174
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
147
shares
|
$3,958
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
139
shares
|
$3,743
0.0% of portfolio
|
Q3 2025
Added 1290.0%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
126
shares
|
$3,393
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
109
shares
|
$2,935
0.0% of portfolio
|
Q2 2020
Added 47.0%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
100
shares
|
$2,693
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
96
shares
|
$2,585
0.0% of portfolio
|
Q3 2025
Reduced 65.96%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
94
shares
|
$2,531
0.0% of portfolio
|
Q3 2025
Added 36.23%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
84
shares
|
$2,262
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
82
shares
|
$2,208
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
81
shares
|
$2,181
0.0% of portfolio
|
Q3 2025
Added 6.58%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
75
shares
|
$2,019
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
72
shares
|
$1,938
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
63
shares
|
$1,696
0.0% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
61
shares
|
$1,642
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
58
shares
|
$1,561
0.0% of portfolio
|
Q3 2025
Reduced 63.52%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 07, 2026 Q4 2025 |
55
shares
|
$1,481
0.0% of portfolio
|
Q4 2025
Reduced 26.67%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
51
shares
|
$1,373
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
48
shares
|
$1,292
0.0% of portfolio
|
Q3 2025
Reduced 99.69%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
43
shares
|
$1,157
0.0% of portfolio
|
Q4 2025
Reduced 8.51%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
36
shares
|
$969
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
34
shares
|
$915
0.0% of portfolio
|
Q3 2025
New holding
|
|