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Institutional Cluster

COLB

COLUMBIA BANKING SYSTEM, INC.
NEUTRAL
Impact 3/10
Horizonweeks Processed4mo ago
Institutional cluster: 4 buyers, 0 sellers (bullish)
Actionable Insight • Neutral

The buying is entirely from passive index rebalancers, not active managers with differentiated insight. The 45-day 13F lag means these positions were established by September 30, 2025, and may have already been adjusted. Monitor for any active manager 13F filings or insider activity for a more actionable signal.

DirectionNeutral
Confidencemedium
Horizonweeks
Final — all horizons settled through T+60d
COLB ▼ -0.06% at T+60d
NEUTRAL call -0.06% · α vs SPY -4.46% · entry $30.82 → $30.80
Entry = T+0 close
Jun 11, 2026
via day close
T+1d
+1.59%
call +1.59% · α +1.05%
$31.31
settled 5mo ago
T+5d
-2.50%
call -2.50% · α -2.93%
$30.05
settled 4mo ago
T+20d
+3.24%
call +3.24% · α +1.35%
$31.82
settled 4mo ago
T+60d
-0.06%
call -0.06% · α -4.46%
$30.80
settled 7w ago

Executive Summary

Four mega-passive institutional investors (Vanguard, BlackRock, State Street, Fidelity) significantly increased their COLB positions in Q3 2025, adding a combined $632.7M in new holdings.

Key Financial Metrics

Direction
accumulating
Buy Value
$1.8B
Net Flow
$632.7M

Institutional Positions

Net institutional flow: $632.7M

▲ Buyers (4)

InstitutionActionChangePosition ValueValue Δ
VanguardADD+41.3%$768.4M$274.6M
BlackRockADD+41.8%$693.3M$249.2M
State StreetADD+32.5%$345.1M$108.6M
FidelityADD+36.3%$647.0K$359.0K

Key Facts

  • 4 passive institutional buyers added $632.7M in COLB shares during Q3 2025
  • Vanguard increased holdings by 41.3% (8.73M shares), adding $274.6M
  • BlackRock increased holdings by 41.8% (7.94M shares), adding $249.2M
  • State Street increased holdings by 32.5% (3.29M shares), adding $108.6M
  • Fidelity added a small position worth $359K
  • No institutional sellers were identified in the cluster
  • All buyers are mega-passive index fund managers, not active or activist funds

Financial Impact

4 passive institutions accumulated $632.7M in new COLB holdings during Q3 2025, with total current holdings of $1.81B

institutional ownershipfloat

Risk Factors

  • Passive buying provides no fundamental thesis — it reflects index composition changes, not conviction
  • 13F data is 45+ days stale; positions may have been unwound
  • No active managers or hedge funds participated in this cluster

Market Snapshot

Exchange
Nasdaq
Sector
State Commercial Banks
Analyst Consensus
47% bullish (19 analysts)

Investment Themes

Traditional Finance

Documents Analyzed

This report is based on 1 institutional 13F filing from SEC EDGAR.

DocumentAccession Number
INST-CLUSTER Data (Synthetic)inst-cluster-COLB-2025-Q3
9 reports for COLB
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for COLB — sortable, filterable
TypeNow
Oct 22, 2026
3d ago
8-K
BULLISH ★ 6/10
$30.02awaiting T+1——
Oct 21, 2026
4d ago
Institutional Cluster
BULLISH ★ 4/10
$29.89 $30.86▲ +3.23%▲ +3.75%—
Sep 30, 2026
25d ago
8-K
NEUTRAL ★ 2/10
$28.73 $28.92▲ +0.66%▼ −0.08%—
Aug 21, 2026
9w ago
Institutional Cluster
MIXED ★ 5/10
$30.81 $30.64▼ −0.55%▼ −0.26%—
Jul 30, 2026
12w ago
8-K
NEUTRAL ★ 2/10
$31.27 $31.50▲ +0.74%▼ −0.69%—
Jun 24, 2026
17w ago
Institutional Cluster
MIXED ★ 5/10
$31.53 $32.07▲ +1.71%▲ +1.57%—
Jun 11, 2026
19w ago
Institutional Cluster
NEUTRAL ★ 3/10
$30.82 $31.31▲ +1.59%▲ +1.05%—
May 15, 2026
23w ago
8-K
NEUTRAL ★ 3/10
$28.77 $29.01▲ +0.83%▲ +0.90%—
Apr 23, 2026
26w ago
8-K
BEARISH ★ 7/10
$29.22 $29.85▼ −2.16%▼ −1.99%—
Showing 9 of 9

US Market Status

Market Open — Closes in 23m

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Report published Jun 11, 2026