BCAL Institutional Ownership & Shareholders
CALIFORNIA BANCORP (BCAL) is currently held by 145 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $467.41M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Wellington Management Group Llp is currently the largest disclosed institutional shareholder of BCAL tracked by InsiderSet, reporting ownership valued at approximately $51.00M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $53.55M, representing an estimated gain of +4.99% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 62% of the total disclosed BCAL value among the investors covered in this analysis. Major shareholders include Wellington Management Group Llp, Fj Capital Management Llc, Blackrock, Inc., and several other long-term asset managers with concentrated positions in CALIFORNIA BANCORP (BCAL).
This page ranks the largest institutional BCAL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
145
Total Reported Value
$467.41M
Largest Holder
Wellington Management Group Llp
Largest Position
$51.00M
Insider Transactions (90d)
7
Latest Filing Quarter
Q2 2026
New Institutional Positions
77
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wellington Management Group Llp | 0.01% | 2,447,278 | $51,001,273 | $53,546,443 | +$2,545,170 | +4.99% | |
| Fj Capital Management Llc | 5.56% | 2,054,534 | $42,816,489 | $44,953,204 | +$2,136,715 | +4.99% | |
| Blackrock, Inc. | 0.00% | 1,925,599 | $40,129,483 | $42,132,106 | +$2,002,623 | +4.99% | |
| Alliancebernstein L.P. | 0.01% | 1,952,131 | $34,591,761 | $42,712,626 | +$8,120,865 | +23.48% | |
| Endeavour Capital Advisors Inc | 7.08% | 1,655,639 | $34,503,517 | $36,225,381 | +$1,721,864 | +4.99% | |
| Vanguard Capital Management Llc | 0.00% | 1,104,260 | $23,012,778 | $24,161,209 | +$1,148,431 | +4.99% | |
| State Street Corp | 0.00% | 850,362 | $17,798,509 | $18,605,921 | +$807,412 | +4.54% | |
| Banc Funds Co Llc | 2.81% | 816,155 | $17,008,670 | $17,857,471 | +$848,801 | +4.99% | |
| Manufacturers Life Insurance Company, The | 0.01% | 791,794 | $16,500,987 | $17,324,453 | +$823,466 | +4.99% | |
| Geode Capital Management, Llc | 0.00% | 631,917 | $13,172,087 | $13,826,344 | +$654,257 | +4.97% | |
| Dimensional Fund Advisors Lp | 0.00% | 630,055 | $13,130,428 | $13,785,603 | +$655,175 | +4.99% | |
| American Century Companies Inc | 0.01% | 591,957 | $12,336,384 | $12,952,019 | +$615,635 | +4.99% | |
| Kennedy Capital Management Llc | 0.16% | 441,542 | $9,201,735 | $9,660,939 | +$459,204 | +4.99% | |
| Algebris (Uk) Ltd | 0.55% | 402,410 | $8,359,815 | $8,804,731 | +$444,916 | +5.32% | |
| Morgan Stanley | 0.00% | 302,926 | $6,312,983 | $6,628,021 | +$315,038 | +4.99% | |
| Elizabeth Park Capital Advisors, Ltd. | 4.03% | 279,630 | $5,827,489 | $6,118,304 | +$290,815 | +4.99% | |
| Mendon Capital Advisors Corp | 2.01% | 273,140 | $5,692,238 | $5,976,303 | +$284,065 | +4.99% | |
| Prudential Financial Inc | 0.01% | 254,651 | $5,306,927 | $5,571,764 | +$264,837 | +4.99% | |
| Stieven Capital Advisors, L.P. | 1.01% | 252,843 | $5,269,248 | $5,532,205 | +$262,957 | +4.99% | |
| Curi Capital, Llc | 0.07% | 225,000 | $4,689,000 | $4,923,000 | +$234,000 | +4.99% | |
| Algert Global Llc | 0.06% | 223,529 | $4,658,344 | $4,890,815 | +$232,471 | +4.99% | |
| Vanguard Portfolio Management Llc | 0.00% | 222,304 | $4,632,815 | $4,864,012 | +$231,197 | +4.99% | |
| Northern Trust Corp | 0.00% | 221,501 | $4,616,081 | $4,846,442 | +$230,361 | +4.99% | |
| Bridgeway Capital Management, Llc | 0.08% | 213,457 | $4,448,444 | $4,670,439 | +$221,995 | +4.99% | |
| Petiole Usa Ltd | 2.84% | 189,804 | $3,955,515 | $4,152,912 | +$197,397 | +4.99% | |
| Two Sigma Investments, Lp | 0.00% | 186,346 | $3,883,451 | $4,077,250 | +$193,799 | +4.99% | |
| Qube Research & Technologies Ltd | 0.00% | 169,757 | $3,537,736 | $3,714,283 | +$176,547 | +4.99% | |
| Siena Capital Partners Gp, Llc | 0.79% | 156,362 | $3,258,584 | $3,421,201 | +$162,617 | +4.99% | |
| Jpmorgan Chase & Co | 0.00% | 152,117 | $3,174,682 | $3,328,320 | +$153,638 | +4.84% | |
| Empowered Funds, Llc | 0.02% | 150,757 | $3,141,776 | $3,298,563 | +$156,787 | +4.99% | |
| Vanguard Fiduciary Trust Co | 0.00% | 150,381 | $3,133,940 | $3,290,336 | +$156,396 | +4.99% | |
| Aqr Capital Management Llc | 0.00% | 114,240 | $2,380,762 | $2,499,571 | +$118,809 | +4.99% | |
| Citadel Advisors Llc | 0.00% | 112,548 | $2,345,500 | $2,462,550 | +$117,050 | +4.99% | |
| Goldman Sachs Group Inc | 0.00% | 104,200 | $2,171,528 | $2,279,896 | +$108,368 | +4.99% | |
| Hennessy Advisors Inc | 0.08% | 95,000 | $2,028,250 | $2,078,600 | +$50,350 | +2.48% | |
| Cerity Partners Llc | 0.00% | 89,606 | $1,867,393 | $1,960,579 | +$93,186 | +4.99% | |
| First Trust Advisors Lp | 0.00% | 84,996 | $1,771,316 | $1,859,712 | +$88,396 | +4.99% | |
| Bank Of New York Mellon Corp | 0.00% | 83,223 | $1,734,367 | $1,820,919 | +$86,552 | +4.99% | |
| Pinnacle Associates Ltd | 0.02% | 74,204 | $1,584,255 | $1,623,584 | +$39,329 | +2.48% | |
| Charles Schwab Investment Management Inc | 0.00% | 73,008 | $1,521,487 | $1,597,415 | +$75,928 | +4.99% | |
| Bank Of America Corp | 0.00% | 70,438 | $1,467,928 | $1,541,183 | +$73,255 | +4.99% | |
| Man Group Plc | 0.00% | 65,675 | $1,368,667 | $1,436,969 | +$68,302 | +4.99% | |
| Rosenthal {-} Henry Capital Advisors, Inc. | 1.24% | 63,100 | $1,347,185 | $1,380,628 | +$33,443 | +2.48% | |
| Mai Capital Management | 0.01% | 63,680 | $1,327,092 | $1,393,318 | +$66,226 | +4.99% | |
| D. E. Shaw & Co., Inc. | 0.00% | 60,541 | $1,261,674 | $1,324,637 | +$62,963 | +4.99% | |
| Squarepoint Ops Llc | 0.00% | 55,679 | $1,160,350 | $1,218,257 | +$57,907 | +4.99% | |
| Robertson Stephens Wealth Management, Llc | 0.03% | 53,579 | $1,150,341 | $1,172,309 | +$21,968 | +1.91% | |
| Bedell Frazier Investment Counselling, Llc | 0.22% | 61,815 | $1,095,362 | $1,352,512 | +$257,150 | +23.48% | |
| Ubs Group Ag | 0.00% | 52,319 | $1,090,328 | $1,144,740 | +$54,412 | +4.99% | |
| Principal Financial Group Inc | 0.00% | 48,964 | $1,020,410 | $1,071,332 | +$50,922 | +4.99% |
Frequently asked questions about BCAL
Who are the largest institutional holders of BCAL?
The largest institutional holders of BCAL reported in the latest SEC Form 13F filings include Wellington Management Group Llp, Fj Capital Management Llc, Blackrock, Inc., Alliancebernstein L.P., and Endeavour Capital Advisors Inc. InsiderSet ranks institutional holders by their latest reported BCAL position.
What is BCAL institutional ownership?
This page tracks BCAL positions reported by institutional investment managers through SEC Form 13F. CALIFORNIA BANCORP (BCAL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BCAL?
InsiderSet currently tracks 145 institutional managers reporting BCAL holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BCAL shareholders.
How much BCAL stock do institutions own?
Institutional investment managers disclosed approximately $467.41M in BCAL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BCAL institutional ownership last updated?
The latest BCAL institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BCAL holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BCAL position after the reporting date.
Are institutions buying or selling BCAL?
Institutional buying and selling can be analyzed by comparing BCAL positions across consecutive 13F reporting periods. InsiderSet's BCAL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BCAL ownership changes.
How has BCAL institutional ownership changed over time?
InsiderSet tracks BCAL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.