Institutional Ownership Pacific Premier Bancorp Inc (PPBI)
This table provides information about the institutional ownership of Pacific Premier Bancorp Inc (PPBI). We have compiled data on the 26 institutions that hold shares in the stock, with a total of 15.8 Million shares, which have been reported (via 13F filing form) to have a value of $386 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
13,997,976
shares
|
$343 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.55%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
942,505
shares
|
$23.1 Million
0.01% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
310,627
shares
|
$7.61 Million
0.27% of portfolio
|
Q3 2024
Reduced 9.48%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
169,199
shares
|
$4.14 Million
0.0% of portfolio
|
Q1 2024
Reduced 1.96%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
152,524
shares
|
$3.74 Million
0.43% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
44,716
shares
|
$1.1 Million
0.01% of portfolio
|
Q2 2025
Added 72.82%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
35,195
shares
|
$861,925
0.0% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
21,129
shares
|
$517,449
0.0% of portfolio
|
Q3 2024
Reduced 7.84%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
20,834
shares
|
$510,224
0.45% of portfolio
|
Q3 2022
Added 0.29%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
19,237
shares
|
$471,114
0.08% of portfolio
|
Q3 2022
Added 177.67%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
17,902
shares
|
$438,419
0.03% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
11,840
shares
|
$289,961
0.0% of portfolio
|
Q2 2025
Reduced 44.32%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
10,528
shares
|
$257,830
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Kbc Group Nv
|
Aug 08, 2025 Q2 2025 |
3,848
shares
|
$94,237
0.0% of portfolio
|
Q2 2025
Reduced 30.05%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,219
shares
|
$54,343
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
1,371
shares
|
$33,575
0.0% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
338
shares
|
$8,277
0.01% of portfolio
|
Q2 2022
Reduced 8.15%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
290
shares
|
$7,102
0.0% of portfolio
|
Q2 2025
Reduced 34.24%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
135
shares
|
$3,306
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
101
shares
|
$2,473
0.0% of portfolio
|
Q3 2025
Reduced 93.1%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
76
shares
|
$1,861
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
65
shares
|
$1,591
0.0% of portfolio
|
Q2 2022
Reduced 72.92%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
45
shares
|
$1,102
0.0% of portfolio
|
Q3 2023
Reduced 21.05%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
19
shares
|
$465
0.0% of portfolio
|
Q2 2025
Reduced 17.39%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
3
shares
|
$73
0.0% of portfolio
|
Q4 2024
New holding
|
|