California BanCorp \ CA (BCAL) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

32,675,000Shares Outstanding

2,033,594Shares held by institutions

$38,638,286Value of institutional holdings

60.09%Institutional ownership %

6.54%Shares Changed QoQ

136No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

According to SEC filings for the period ending December 2025, California BanCorp \ CA (NASDAQ:BCAL) is held by 136 institutional firms.

These investors collectively held 60.1% of the company's total shares outstanding in December 2025, down from 65.1% in September 2025.
On a quarter-over-quarter basis, institutional holdings shifted by 6.54%, with a year-over-year an increase of 36.00% in the count of filers.
A review of institutional activity for California BanCorp \ CA shows 77 of 136 filers increasing their positions, while 30 reduced their stake, and 29 remained unchanged.
This class of investors increased its holdings in California BanCorp \ CA to 19.63Mn shares for the 13F-cycle ending December 2025, up by 1.21Mn shares quarter on quarter, and down 705.29K shares year over year.
WELLINGTON MANAGEMENT GROUP LLP continues to be the largest institutional holder of California BanCorp \ CA as of December 31, 2025, with a position of 2.88Mn shares, representing 8.82% of the company's outstanding stock.
Among the most significant buyers of California BanCorp \ CA during December 2025 were WELLINGTON MANAGEMENT GROUP LLP (802.95K), JANE STREET GROUP, LLC (151.10K), Elizabeth Park Capital Advisors, Ltd. (142.65K), MORGAN STANLEY (121.36K), MARSHALL WACE, LLP (116.11K).
Leading sellers of California BanCorp \ CA stock in December 2025 included Fourthstone LLC (1.03Mn), ENDEAVOUR CAPITAL ADVISORS INC (497.24K), ALLIANCEBERNSTEIN L.P. (104.05K), Curi Capital, LLC (81.33K), BANC FUNDS CO LLC (69.33K).
The top 10 institutional holders of California BanCorp \ CA for the quarter ending December 2025 included WELLINGTON MANAGEMENT GROUP LLP (2.88Mn), ALLIANCEBERNSTEIN L.P. (2.35Mn), ENDEAVOUR CAPITAL ADVISORS INC (1.77Mn), BlackRock, Inc. (1.43Mn), VANGUARD GROUP INC (1.31Mn), FJ Capital Management LLC (1.27Mn), BANC FUNDS CO LLC (766.15K), MANUFACTURERS LIFE INSURANCE COMPANY, THE (760.36K), GEODE CAPITAL MANAGEMENT, LLC (541.38K), STATE STREET CORP (424.86K).

136 Institutional Holders

2,033,594 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
WELLINGTON MANAGEMENT GROUP LLP	31 Dec, 2025	2,882,833	802,947	38.61%	$53,822,492.00
ALLIANCEBERNSTEIN L.P.	31 Dec, 2025	2,347,421	-104,054	-4.24%	$43,826,350.00
ENDEAVOUR CAPITAL ADVISORS INC	31 Dec, 2025	1,765,077	-497,235	-21.98%	$32,953,988.00
BlackRock, Inc.	31 Dec, 2025	1,434,132	24,075	1.71%	$26,775,245.00
VANGUARD GROUP INC	31 Dec, 2025	1,314,851	7,370	0.56%	$24,548,269.00
FJ Capital Management LLC	31 Dec, 2025	1,271,636	0	0.00%	$23,741,444.00
BANC FUNDS CO LLC	31 Dec, 2025	766,155	-69,325	-8.30%	$14,304,114.00
MANUFACTURERS LIFE INSURANCE COMPANY, THE	31 Dec, 2025	760,364	-4,789	-0.63%	$14,195,996.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	541,379	-4,043	-0.74%	$10,109,889.00
STATE STREET CORP	31 Dec, 2025	424,861	-14,998	-3.41%	$7,974,201.00
KENNEDY CAPITAL MANAGEMENT LLC	31 Dec, 2025	364,499	835	0.23%	$6,805,196.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	314,448	95,771	43.80%	$5,871,477.00
Fourthstone LLC	31 Dec, 2025	275,432	-1,025,962	-78.84%	$5,142,315.00
Curi Capital, LLC	31 Dec, 2025	243,675	-81,325	-25.02%	$4,549,412.00
MORGAN STANLEY	31 Dec, 2025	225,851	121,357	116.14%	$4,216,638.00
MARSHALL WACE, LLP	31 Dec, 2025	219,196	116,109	112.63%	$4,092,392.00
Siena Capital Partners GP, LLC	31 Dec, 2025	208,556	0	0.00%	$3,893,741.00
JANE STREET GROUP, LLC	31 Dec, 2025	205,513	151,104	277.72%	$3,836,928.00
Petiole USA ltd	31 Dec, 2025	195,604	0	0.00%	$3,651,927.00
NORTHERN TRUST CORP	31 Dec, 2025	179,227	-14,248	-7.36%	$3,346,168.00

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