undamentalytics Newsletter

Columbia Banking System, Inc.: which funds bought and sold

Institutions that bought and sold Columbia Banking System shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 256 institutions that filed 13F reports for both quarters added to or opened positions in Columbia Banking System, and 246 cut or closed them. Together they sold a net 9.9M shares, −3.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 8.3M shares (−9.0%); index fund managers were net buyers of 240K shares (+0.3%). 75 opened a new position and 45 sold out entirely.

Bought, Q2 2026 256 institutions, 75 of them new holders Sold, Q2 2026 246 institutions, 45 of them sold out
Net change, all compared −9.9M shares (−3.6%)
Net change, active managers −8.3M shares (−9.0%), 27 bought, 35 sold

Buyers versus sellers

institutions compared, 587
Active managers and hedge funds 27 bought · 35 sold · −8.3M
Index fund managers 3 bought · 9 sold · +240K
Other institutions 226 bought · 202 sold · −1.8M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Mackenzie Financial Corp +2.0M +179.9% 3.2M $102M
Goldman Sachs Group Inc +1.2M +91.5% 2.6M $82.4M
Azora Capital LP Hedge fund +1.0M New position 1.0M $33M
Price T Rowe Associates Inc Active manager +906K +10.1% 9.9M $317M
D. E. Shaw & Co., Inc. Hedge fund +898K New position 898K $28.8M
First Trust Advisors LP +776K +64.5% 2.0M $63.4M
Jane Street Group, LLC +627K +430.9% 773K $24.8M
Epoch Investment Partners, Inc. +612K +24.2% 3.1M $101M
Invesco Ltd. +589K +14.4% 4.7M $150M
Charles Schwab Investment Management Inc Index funds +586K +5.6% 11.0M $353M
Jain Global LLC Hedge fund +585K +373.9% 742K $23.8M
First Eagle Investment Management, LLC Active manager +540K +235.9% 769K $24.7M
Rhino Investment Partners, Inc +509K +212.1% 748K $24M
Vaughan Nelson Investment Management, L.P. Active manager +481K +39.0% 1.7M $54.9M
Interval Partners, LP Hedge fund +423K +117.6% 783K $25.1M
Blackrock, Inc. Index funds +406K +1.5% 27.5M $880M
Dimensional Fund Advisors LP +357K +2.6% 13.9M $446M
TD Asset Management Inc +355K +74.3% 833K $26.7M
Xtx Topco Ltd +309K +738.6% 350K $11.2M
Jpmorgan Chase & Co +283K +34.1% 1.1M $36M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Bank Of New York Mellon Corp −3.6M −49.1% 3.8M $121M
Wellington Management Group LLP Active manager −3.3M −21.8% 11.7M $375M
Citadel Advisors LLC Hedge fund −3.2M Sold out 0 —
Channing Capital Management, LLC −2.9M −89.3% 345K $11M
American Century Companies Inc Active manager −1.8M −18.8% 7.9M $253M
Morgan Stanley −1.1M −22.2% 3.8M $122M
Capital World Investors Active manager −1.1M Sold out 0 —
UBS Group AG −889K −25.2% 2.6M $84.5M
New York State Common Retirement Fund −699K −54.8% 578K $18.5M
Vanguard Portfolio Management LLC Index funds −662K −4.6% 13.7M $438M
Cooke & Bieler LP Active manager −652K −30.3% 1.5M $48.1M
Algebris (UK) Ltd −632K −72.9% 235K $7.5M
AQR Capital Management LLC Hedge fund −580K −71.4% 232K $7.4M
Millennium Management LLC Hedge fund −551K Sold out 0 —
Palisade Capital Management, LP Active manager −533K −53.8% 457K $14.6M
Boston Partners Active manager −488K −44.7% 604K $19.4M
Lighthouse Investment Partners, LLC Hedge fund −374K −37.2% 631K $20.2M
Susquehanna International Group, LLP −371K −97.1% 11K $361,043
Balyasny Asset Management L.P. Hedge fund −366K −28.6% 914K $29.3M
Point72 Asset Management, L.P. Hedge fund −365K Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Azora Capital LPHedge fund 1.0M $33M
D. E. Shaw & Co., Inc.Hedge fund 898K $28.8M
Tudor Investment Corp Et AlHedge fund 225K $7.2M
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management 158K $5.1M
Campbell & Co Investment Adviser LLC 155K $5M
Aquatic Capital Management LLC 98K $3.1M
Natixis 87K $2.8M
Squarepoint Ops LLCHedge fund 84K $2.7M
Exoduspoint Capital Management, LPHedge fund 78K $2.5M
New Age Alpha Advisors, LLC 74K $2.4M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Citadel Advisors LLCHedge fund 3.2M $87.1M
Capital World InvestorsActive manager 1.1M $29.2M
Millennium Management LLCHedge fund 551K $15.1M
Point72 Asset Management, L.P.Hedge fund 365K $10M
Arrowmark Colorado Holdings LLC 265K $7.3M
Stratos Wealth Partners, Ltd. 110K $3M
Landscape Capital Management, L.L.C. 95K $2.6M
Allstate Corp 91K $2.5M
Elo Mutual Pension Insurance Co 77K $2.1M
Amg National Trust Bank 64K $1.8M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
550
Ten largest holders
50.8%
of 13F-reported shares
Index fund managers
33.1%
of 13F-reported shares
Active managers and hedge funds
31.4%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 27 35 8 7 −8.3M −9.0%
Index fund managers 3 9 0 0 +240K +0.3%
Other institutions 226 202 67 38 −1.8M −1.9%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

← Back to Columbia Banking System, Inc. · Insiders · Politicians