Luther Burbank (LBC) Ownership

9.15 ↑0.00 (0.00%)

As of February 29, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Luther Burbank (LBC), owning a total of 1.4 million shares. Combined, the top 31 institutional holders of LBC own 15.61% of the company with a total of 8 million shares.

In the latest ownership report on December 31st 2023, the top 31 institutional holders increased their combined ownership of LBC by 574 thousand shares. 15 institutions bought 638,746 total additional shares and increased their ownership by an average of 14.93%. However 7 institutions sold 65,136 total shares and decreased their ownership by an average of 3.87%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Luther Burbank increased by a net total of 573,610 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	2.647%	15.596%	1,350,528	182,212	2023-12-31
Dimensional Fund Advisors, Inc.	2.058%	6.255%	1,049,891	61,807	2023-12-31
Hotchkis & Wiley Capital Management LLC	1.397%	-1.602%	712,659	-11,600	2023-12-31
Citigroup Inc	1.118%	0.247%	570,358	1,404	2023-12-31
Vanguard Group Inc	1.069%	0.542%	545,268	2,941	2023-12-31
Bridgeway Capital Management, LLC	0.842%	0.323%	429,416	1,383	2023-12-31
State Street Corporation	0.549%	-10.498%	280,254	-32,873	2023-12-31
Foundry Partners, LLC	0.519%	-1.788%	264,510	-4,815	2023-12-31
Skandinaviska Enskilda Banken AB	0.426%	0.000%	217,371	217,371	2023-12-31
Renaissance Technologies Corp	0.419%	-1.202%	213,668	-2,600	2023-12-31
Geode Capital Management, LLC	0.407%	3.291%	207,459	6,610	2023-12-31
Susquehanna International Group, LLP	0.356%	5.712%	181,374	9,801	2023-12-31
Northern Trust Corp	0.347%	4.307%	177,147	7,314	2023-12-31
Empowered Funds, LLC	0.336%	0.814%	171,219	1,383	2023-12-31
BOOTHBAY FUND MANAGEMENT, LLC	0.281%	-6.796%	143,281	-10,448	2023-12-31
Wolverine Asset Management LLC	0.210%	0.000%	107,285	0	2023-12-31
Charles Schwab Investment Management Inc	0.166%	9.236%	84,872	7,176	2023-12-31
Natixis SA	0.153%	0.000%	77,855	77,855	2023-12-31
American Century Companies Inc	0.152%	-0.129%	77,336	-100	2023-12-31
Morgan Stanley - Brokerage Accounts	0.139%	136.911%	70,756	40,890	2023-12-31
Bank of America Corp	0.125%	24.186%	63,618	12,390	2023-12-31
Goldman Sachs Group Inc	0.113%	16.585%	57,706	8,209	2023-12-31
STRS OHIO	0.099%	-5.094%	50,300	-2,700	2023-12-31
Becker Capital	0.083%	0.000%	42,560	0	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	2.647%	15.596%	1,350,528	182,212	2023-12-31
Dimensional Fund Advisors, Inc.	2.058%	6.255%	1,049,891	61,807	2023-12-31
Hotchkis & Wiley Capital Management LLC	1.397%	-1.602%	712,659	-11,600	2023-12-31
Citigroup Inc	1.118%	0.247%	570,358	1,404	2023-12-31
Vanguard Group Inc	1.069%	0.542%	545,268	2,941	2023-12-31
Bridgeway Capital Management, LLC	0.842%	0.323%	429,416	1,383	2023-12-31
State Street Corporation	0.549%	-10.498%	280,254	-32,873	2023-12-31
Foundry Partners, LLC	0.519%	-1.788%	264,510	-4,815	2023-12-31
Maltese Capital Management LLC	0.506%	-32.070%	258,135	-121,865	2022-12-31
Skandinaviska Enskilda Banken AB	0.426%	0.000%	217,371	217,371	2023-12-31
Renaissance Technologies Corp	0.419%	-1.202%	213,668	-2,600	2023-12-31
Geode Capital Management, LLC	0.407%	3.291%	207,459	6,610	2023-12-31
Susquehanna International Group, LLP	0.356%	5.712%	181,374	9,801	2023-12-31
Northern Trust Corp	0.347%	4.307%	177,147	7,314	2023-12-31
Boston Partners Global Investors, Inc	0.341%	-13.139%	173,895	-26,305	2023-09-30
Empowered Funds, LLC	0.336%	0.814%	171,219	1,383	2023-12-31
BOOTHBAY FUND MANAGEMENT, LLC	0.281%	-6.796%	143,281	-10,448	2023-12-31
JPMorgan Chase & Co	0.252%	-3.818%	128,645	-5,107	2022-09-30
Wolverine Asset Management LLC	0.210%	0.000%	107,285	0	2023-12-31
Bank of New York Mellon Corp	0.188%	2.074%	95,770	1,946	2023-09-30
Charles Schwab Investment Management Inc	0.166%	9.236%	84,872	7,176	2023-12-31
Natixis SA	0.153%	0.000%	77,855	77,855	2023-12-31
American Century Companies Inc	0.152%	-0.129%	77,336	-100	2023-12-31
Morgan Stanley - Brokerage Accounts	0.139%	136.911%	70,756	40,890	2023-12-31
Bank of America Corp	0.125%	24.186%	63,618	12,390	2023-12-31
LSV Asset Management	0.122%	-8.063%	62,333	-5,467	2023-03-31
Goldman Sachs Group Inc	0.113%	16.585%	57,706	8,209	2023-12-31
Hennessy Advisors, Inc.	0.108%	83.333%	55,000	25,000	2022-09-30
STRS OHIO	0.099%	-5.094%	50,300	-2,700	2023-12-31
Two Sigma Advisers, LLC	0.084%	7.250%	42,900	2,900	2022-06-30
Becker Capital	0.083%	0.000%	42,560	0	2023-12-31

Mutual Fund Ownership

iShares Russell 2000 ETF is the biggest individual fund holder of Luther Burbank (LBC), owning a total of 491 thousand shares. Combined, the top 49 mutual fund holders of LBC own 9.97% of the company with a total of 5.1 million shares.

In the latest ownership report on February 29th 2024, the top 49 fund holders increased their combined ownership of LBC by 486 thousand shares. 8 funds bought 499,366 total additional shares and increased their ownership by an average of 1.80%. However 1 funds sold 12,931 total shares and decreased their ownership by an average of 4.24%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Luther Burbank increased by a net total of 486,435 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Russell 2000 ETF	0.963%	0.000%	491,216	0	2024-02-29
Vanguard Total Stock Mkt Idx Inv	0.572%	-4.241%	292,006	-12,931	2024-02-29
American Beacon Small Cp Val R5	0.446%	0.000%	227,597	0	2024-02-29
DFA US Small Cap Value I	0.404%	0.000%	206,330	206,330	2024-02-29
EA Bridgeway Omni Small-Cap Value ETF	0.354%	0.222%	180,739	400	2024-02-29
Vanguard Institutional Extnd Mkt Idx Tr	0.329%	0.000%	167,843	0	2024-02-29
DFA US Targeted Value I	0.301%	0.000%	153,759	153,759	2024-02-29
DFA US Micro Cap I	0.232%	0.000%	118,562	0	2024-02-29
Hotchkis & Wiley Small Cap Value I	0.231%	0.000%	117,800	0	2024-02-29
State St Russell Sm/Mid Cp® Indx NL Cl C	0.156%	5.874%	79,312	4,400	2024-02-29
Dimensional US Targeted Value ETF	0.152%	0.000%	77,725	0	2024-02-29
Avantis US Small Cap Value ETF	0.147%	0.000%	75,100	0	2024-02-29
Hotchkis & Wiley Sm Cp Divers Val I	0.141%	0.000%	72,145	0	2024-02-29
Principal SmallCap Value II Instl	0.112%	0.000%	57,118	0	2024-02-29
DFA US Small Cap I	0.107%	0.000%	54,334	54,334	2024-02-29
Fidelity Extended Market Index	0.100%	0.000%	51,241	51,241	2024-02-29
Multi-Manager Small Cap Eq Strat Inst	0.081%	0.000%	41,400	0	2024-02-29
Vanguard Russell 2000 ETF	0.073%	8.303%	37,150	2,848	2024-02-29
Dimensional Global Trgtd Value USD Acc	0.069%	0.000%	35,162	0	2024-02-29
Fidelity Nasdaq Composite Index	0.051%	0.000%	26,054	26,054	2024-02-29

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Russell 2000 ETF	0.963%	0.000%	491,216	0	2024-02-29
Foundry Partners Micro Cap Value	0.749%	0.000%	382,000	0	2023-12-31
Vanguard Instl Ttl Stck Mkt Idx Tr	0.598%	1.548%	304,937	4,649	2023-03-31
Vanguard Total Stock Mkt Idx Inv	0.572%	-4.241%	292,006	-12,931	2024-02-29
Bridgeway Omni Small-Cap Value N	0.506%	0.000%	258,197	0	2023-12-31
Bridgeway Omni Small-Cap Value	0.506%	0.000%	258,197	0	2023-12-31
American Beacon Small Cp Val R5	0.446%	0.000%	227,597	0	2024-02-29
DFA US Small Cap Value I	0.404%	0.000%	206,330	206,330	2024-02-29
Bridgeway Omni Tax-Managed Sm-Cp Val N	0.360%	0.000%	183,900	0	2022-12-31
EA Bridgeway Omni Small-Cap Value ETF	0.354%	0.222%	180,739	400	2024-02-29
Vanguard Extended Market Index Investor	0.329%	0.000%	167,843	0	2023-08-31
Vanguard Institutional Extnd Mkt Idx Tr	0.329%	0.000%	167,843	0	2024-02-29
DFA US Targeted Value I	0.301%	0.000%	153,759	153,759	2024-02-29
iShares Russell 2000 Value ETF	0.268%	0.126%	136,493	172	2024-02-01
Boston Partners Small Cap Value II Inv	0.264%	-1.584%	134,587	-2,166	2023-10-31
DFA US Micro Cap I	0.232%	0.000%	118,562	0	2024-02-29
Hotchkis & Wiley Small Cap Value I	0.231%	0.000%	117,800	0	2024-02-29
Fidelity Small Cap Index	0.168%	0.000%	85,599	0	2024-01-31
Fidelity® Small Cap Index	0.166%	1.486%	84,547	1,238	2023-10-31
WisdomTree US SmallCap Dividend ETF	0.159%	0.000%	81,234	0	2023-05-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.156%	5.874%	79,312	4,400	2024-02-29
Dimensional US Targeted Value ETF	0.152%	0.000%	77,725	0	2024-02-29
Avantis® U.S. Small Cap Value ETF	0.147%	0.000%	75,200	0	2023-07-29
Avantis US Small Cap Value ETF	0.147%	0.000%	75,100	0	2024-02-29
Northern Small Cap Value	0.147%	0.000%	75,058	0	2023-12-31
Hotchkis & Wiley Sm Cp Divers Val I	0.141%	0.000%	72,145	0	2024-02-29
Principal SmallCap Value II Instl	0.112%	0.000%	57,118	0	2024-02-29
DFA US Small Cap I	0.107%	0.000%	54,334	54,334	2024-02-29
BlackRock Extended Mkt Composite	0.103%	0.341%	52,705	179	2023-09-30
Fidelity Extended Market Index	0.100%	0.000%	51,241	51,241	2024-02-29
Multi-Manager Small Cap Eq Strat Inst	0.081%	0.000%	41,400	0	2024-02-29
Vanguard Russell 2000 ETF	0.073%	8.303%	37,150	2,848	2024-02-29
Dimensional Global Trgtd Value USD Acc	0.069%	0.000%	35,162	0	2024-02-29
NT R2000 Value Index Fund - NL	0.063%	15.185%	31,875	4,202	2023-12-31
NT R2000 Index Fund - NL	0.062%	15.335%	31,649	4,208	2023-12-31
Fidelity Nasdaq Composite Index	0.051%	0.000%	26,054	26,054	2024-02-29
NT R2000 Index Fund - DC - NL - 2	0.049%	14.894%	24,924	3,231	2023-12-31
NT R2000 Value Index Fund - L	0.041%	6.755%	20,815	1,317	2023-12-31
Northern Trust Russell 2000 Value Index	0.041%	6.755%	20,815	1,317	2023-12-31
Empower Small Cap Value Inv	0.040%	0.000%	20,400	0	2023-12-31
Hotchkis & Wiley - Sm-Cap Val	0.031%	-9.899%	15,746	-1,730	2023-12-31
JNL/DFA US Small Cap A	0.022%	16.060%	11,028	1,526	2023-12-31
Russell Personalized DI All Cap SMA	0.020%	0.000%	10,142	0	2023-12-31
Blackrock Russell 2000 Index Fund A	0.019%	0.660%	9,918	65	2023-12-31
BlackRock Russell 2000® Value F	0.018%	-0.641%	9,307	-60	2023-12-31
NT Ext Equity Mkt Idx Fd - NL	0.018%	0.000%	9,250	0	2023-12-31
LVIP SSgA Small Cap Index Std	0.018%	24.324%	9,200	1,800	2023-12-31
Hotchkis & Wiley -Small Cap Divsfd Value	0.018%	-14.762%	9,008	-1,560	2023-12-31
NT Ext Equity Mkt Idx Fd - L	0.017%	0.000%	8,671	0	2023-12-31