Luther Burbank (LBC) Ownership

9.48 ↓0.66 (-6.51%)

As of Market Close on March 22nd, 2023.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Luther Burbank (LBC), owning a total of 1.2 million shares. Combined, the top 22 institutional holders of LBC own 12.91% of the company with a total of 6.6 million shares.

In the latest ownership report on December 31st 2022, the top 22 institutional holders increased their combined ownership of LBC by 109 thousand shares. 4 institutions bought 129,213 total additional shares and increased their ownership by an average of 13.60%. However 5 institutions sold 20,180 total shares and decreased their ownership by an average of 2.34%.

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 109,033 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Dimensional Fund Advisors, Inc.	1.701%	4.390%	867,803	36,491	2022-12-31
Hotchkis & Wiley Capital Management LLC	1.210%	1.246%	617,339	7,600	2022-12-31
Vanguard Group Inc	1.112%	2.027%	567,385	11,274	2022-12-31
Bridgeway Capital Management, LLC	0.867%	0.000%	442,097	0	2022-12-31
State Street Corporation	0.680%	-1.116%	346,788	-3,914	2022-12-31
Foundry Partners, LLC	0.543%	-0.063%	277,000	-175	2022-12-31
Renaissance Technologies Corp	0.503%	-0.996%	256,668	-2,582	2022-12-31
Bank of New York Mellon Corp	0.454%	46.753%	231,800	73,848	2022-12-31
Northern Trust Corp	0.407%	-0.625%	207,663	-1,306	2022-12-31
Goldman Sachs Group Inc	0.245%	-8.883%	125,180	-12,203	2022-12-31
American Century Companies Inc	0.151%	0.000%	76,956	0	2022-12-31
LSV Asset Management	0.133%	0.000%	67,800	0	2022-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	2.298%	-1.458%	1,172,480	-17,351	2022-09-30
Dimensional Fund Advisors, Inc.	1.701%	4.390%	867,803	36,491	2022-12-31
Hotchkis & Wiley Capital Management LLC	1.210%	1.246%	617,339	7,600	2022-12-31
Vanguard Group Inc	1.112%	2.027%	567,385	11,274	2022-12-31
Bridgeway Capital Management, LLC	0.867%	0.000%	442,097	0	2022-12-31
Maltese Capital Management LLC	0.745%	-7.317%	380,000	-30,000	2022-09-30
State Street Corporation	0.680%	-1.116%	346,788	-3,914	2022-12-31
Foundry Partners, LLC	0.543%	-0.063%	277,000	-175	2022-12-31
Geode Capital Management, LLC	0.517%	1.741%	263,684	4,511	2022-09-30
Renaissance Technologies Corp	0.503%	-0.996%	256,668	-2,582	2022-12-31
Boston Partners Global Investors, Inc	0.463%	-1.530%	236,178	-3,670	2022-09-30
Bank of New York Mellon Corp	0.454%	46.753%	231,800	73,848	2022-12-31
Northern Trust Corp	0.407%	-0.625%	207,663	-1,306	2022-12-31
JPMorgan Chase & Co	0.252%	-3.818%	128,645	-5,107	2022-09-30
Goldman Sachs Group Inc	0.245%	-8.883%	125,180	-12,203	2022-12-31
Bank of America Corp	0.183%	-8.738%	93,142	-8,918	2022-09-30
Charles Schwab Investment Management Inc	0.166%	-7.868%	84,655	-7,229	2022-09-30
American Century Companies Inc	0.151%	0.000%	76,956	0	2022-12-31
LSV Asset Management	0.133%	0.000%	67,800	0	2022-12-31
Hennessy Advisors, Inc.	0.108%	83.333%	55,000	25,000	2022-09-30
STRS OHIO	0.085%	0.000%	43,600	0	2022-09-30
Two Sigma Advisers, LLC	0.084%	7.250%	42,900	2,900	2022-06-30

Mutual Fund Ownership

Foundry Partners Micro Cap Value is the biggest individual fund holder of Luther Burbank (LBC), owning a total of 382 thousand shares. Combined, the top 21 mutual fund holders of LBC own 7.45% of the company with a total of 3.8 million shares.

In the latest ownership report on February 28th 2023, the top 21 fund holders increased their combined ownership of LBC by 3 thousand shares. 1 funds bought 396 total additional shares and increased their ownership by an average of 0.25%. However 1 funds sold 3,685 total shares and decreased their ownership by an average of 0.96%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Luther Burbank decreased by a net total of -3,289 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	0.746%	-0.959%	380,596	-3,685	2023-02-28
iShares Russell 2000 Value ETF	0.318%	0.245%	161,996	396	2023-02-28
WisdomTree US SmallCap Dividend ETF	0.163%	0.000%	83,026	0	2023-02-28
Avantis® U.S. Small Cap Value ETF	0.146%	0.000%	74,720	0	2023-02-28

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Foundry Partners Micro Cap Value	0.749%	0.000%	382,000	0	2022-12-31
iShares Russell 2000 ETF	0.746%	-0.959%	380,596	-3,685	2023-02-28
Vanguard Total Stock Mkt Idx Inv	0.598%	1.548%	304,937	4,649	2023-01-31
Vanguard Instl Ttl Stck Mkt Idx Tr	0.589%	1.251%	300,288	3,710	2022-12-31
Bridgeway Omni Small-Cap Value	0.506%	0.000%	258,197	0	2022-12-31
Bridgeway Omni Small-Cap Value N	0.506%	0.000%	258,197	0	2022-12-31
American Beacon Small Cp Val R5	0.446%	0.000%	227,597	0	2023-01-31
Bridgeway Omni Tax-Managed Sm-Cp Val N	0.360%	0.000%	183,900	0	2022-12-31
Boston Partners Small Cap Value II Inv	0.360%	-5.217%	183,666	-10,109	2022-12-31
DFA US Small Cap Value I	0.357%	0.000%	182,250	0	2023-01-31
Vanguard Extended Market Index Investor	0.334%	0.000%	170,450	0	2023-01-31
iShares Russell 2000 Value ETF	0.318%	0.245%	161,996	396	2023-02-28
Hotchkis & Wiley Small Cap Value I	0.231%	0.000%	117,800	0	2023-01-31
Fidelity® Small Cap Index	0.225%	0.000%	114,924	0	2022-12-31
DFA US Targeted Value I	0.195%	0.000%	99,440	0	2023-01-31
DFA US Small Cap I	0.166%	0.000%	84,617	0	2023-01-31
WisdomTree US SmallCap Dividend ETF	0.163%	0.000%	83,026	0	2023-02-28
State St Russell Sm/Mid Cp® Indx NL Cl C	0.154%	0.000%	78,705	0	2022-11-30
DFA US Micro Cap I	0.153%	0.000%	78,164	0	2023-01-31
Northern Small Cap Value	0.153%	-2.076%	77,922	-1,652	2022-12-31
Avantis® U.S. Small Cap Value ETF	0.146%	0.000%	74,720	0	2023-02-28