Luther Burbank (LBC) Ownership

9.15 ↑0.00 (0.00%)
As of February 29, 2024, 3:59pm EST.

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 30 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 30 institutional holders increased their combined ownership of LBC by 581 thousand shares. 13 institutions bought 643,172 total additional shares and increased their ownership by an average of 13.81%. However 6 institutions sold 62,436 total shares and decreased their ownership by an average of 3.67%.

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 580,736 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc2.647%15.596%1,350,528182,2122023-12-31
Dimensional Fund Advisors, Inc.2.058%6.255%1,049,89161,8072023-12-31
Hotchkis & Wiley Capital Management LLC1.397%-1.602%712,659-11,6002023-12-31
Citigroup Inc1.118%0.247%570,3581,4042023-12-31
Vanguard Group Inc1.069%0.542%545,2682,9412023-12-31
Bridgeway Capital Management, LLC0.842%0.323%429,4161,3832023-12-31
State Street Corporation0.549%-10.498%280,254-32,8732023-12-31
Foundry Partners, LLC0.519%-1.788%264,510-4,8152023-12-31
Skandinaviska Enskilda Banken AB0.426%0.000%217,371217,3712023-12-31
Renaissance Technologies Corp0.419%-1.202%213,668-2,6002023-12-31
Geode Capital Management, LLC0.407%3.291%207,4596,6102023-12-31
Susquehanna International Group, LLP0.356%5.712%181,3749,8012023-12-31
Northern Trust Corp0.347%4.307%177,1477,3142023-12-31
Empowered Funds, LLC0.336%0.814%171,2191,3832023-12-31
BOOTHBAY FUND MANAGEMENT, LLC0.281%-6.796%143,281-10,4482023-12-31
Goldman Sachs Group Inc0.226%133.170%115,41265,9152023-12-31
Wolverine Asset Management LLC0.210%0.000%107,28502023-12-31
Charles Schwab Investment Management Inc0.166%9.236%84,8727,1762023-12-31
Natixis SA0.153%0.000%77,85577,8552023-12-31
American Century Companies Inc0.152%-0.129%77,336-1002023-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc2.647%15.596%1,350,528182,2122023-12-31
Dimensional Fund Advisors, Inc.2.058%6.255%1,049,89161,8072023-12-31
Hotchkis & Wiley Capital Management LLC1.397%-1.602%712,659-11,6002023-12-31
Citigroup Inc1.118%0.247%570,3581,4042023-12-31
Vanguard Group Inc1.069%0.542%545,2682,9412023-12-31
Bridgeway Capital Management, LLC0.842%0.323%429,4161,3832023-12-31
State Street Corporation0.549%-10.498%280,254-32,8732023-12-31
Foundry Partners, LLC0.519%-1.788%264,510-4,8152023-12-31
Maltese Capital Management LLC0.506%-32.070%258,135-121,8652022-12-31
Skandinaviska Enskilda Banken AB0.426%0.000%217,371217,3712023-12-31
Renaissance Technologies Corp0.419%-1.202%213,668-2,6002023-12-31
Geode Capital Management, LLC0.407%3.291%207,4596,6102023-12-31
Susquehanna International Group, LLP0.356%5.712%181,3749,8012023-12-31
Northern Trust Corp0.347%4.307%177,1477,3142023-12-31
Boston Partners Global Investors, Inc0.341%-13.139%173,895-26,3052023-09-30
Empowered Funds, LLC0.336%0.814%171,2191,3832023-12-31
BOOTHBAY FUND MANAGEMENT, LLC0.281%-6.796%143,281-10,4482023-12-31
JPMorgan Chase & Co0.252%-3.818%128,645-5,1072022-09-30
Goldman Sachs Group Inc0.226%133.170%115,41265,9152023-12-31
Wolverine Asset Management LLC0.210%0.000%107,28502023-12-31
Bank of New York Mellon Corp0.188%2.074%95,7701,9462023-09-30
Charles Schwab Investment Management Inc0.166%9.236%84,8727,1762023-12-31
Natixis SA0.153%0.000%77,85577,8552023-12-31
American Century Companies Inc0.152%-0.129%77,336-1002023-12-31
LSV Asset Management0.122%-8.063%62,333-5,4672023-03-31
Bank of America Corp0.120%-36.906%61,273-35,8412023-03-31
Morgan Stanley - Brokerage Accounts0.111%62.303%56,87121,8312022-12-31
Hennessy Advisors, Inc.0.108%83.333%55,00025,0002022-09-30
STRS OHIO0.104%0.000%53,00002023-09-30
Two Sigma Advisers, LLC0.084%7.250%42,9002,9002022-06-30

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 28 mutual fund holders of LBC own 9.05% of the company with a total of 4.6 million shares.

In the latest ownership report on February 29th 2024, the top 28 fund holders increased their combined ownership of LBC by 8 thousand shares. 2 funds bought 4,800 total additional shares and increased their ownership by an average of 3.05%. However 1 funds sold 12,931 total shares and decreased their ownership by an average of 4.24%.

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 -8,131 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Russell 2000 ETF0.963%0.000%491,21602024-02-29
Vanguard Total Stock Mkt Idx Inv0.572%-4.241%292,006-12,9312024-02-29
EA Bridgeway Omni Small-Cap Value ETF0.354%0.222%180,7394002024-02-29
Vanguard Institutional Extnd Mkt Idx Tr0.329%0.000%167,84302024-02-29
State St Russell Sm/Mid Cp® Indx NL Cl C0.156%5.874%79,3124,4002024-02-29
Dimensional US Targeted Value ETF0.152%0.000%77,72502024-02-29
Avantis US Small Cap Value ETF0.147%0.000%75,10002024-02-29

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Russell 2000 ETF0.963%0.000%491,21602024-02-29
Foundry Partners Micro Cap Value0.749%0.000%382,00002023-12-31
Vanguard Instl Ttl Stck Mkt Idx Tr0.598%1.548%304,9374,6492023-03-31
Vanguard Total Stock Mkt Idx Inv0.572%-4.241%292,006-12,9312024-02-29
Bridgeway Omni Small-Cap Value0.506%0.000%258,19702023-12-31
Bridgeway Omni Small-Cap Value N0.506%0.000%258,19702023-12-31
American Beacon Small Cp Val R50.446%0.000%227,59702024-01-31
DFA US Small Cap Value I0.394%0.000%201,20002024-01-31
Bridgeway Omni Tax-Managed Sm-Cp Val N0.360%0.000%183,90002022-12-31
EA Bridgeway Omni Small-Cap Value ETF0.354%0.222%180,7394002024-02-29
Vanguard Extended Market Index Investor0.329%0.000%167,84302023-08-31
Vanguard Institutional Extnd Mkt Idx Tr0.329%0.000%167,84302024-02-29
DFA US Targeted Value I0.291%0.000%148,61402024-01-31
iShares Russell 2000 Value ETF0.268%0.126%136,4931722024-02-01
Boston Partners Small Cap Value II Inv0.264%-1.584%134,587-2,1662023-10-31
DFA US Micro Cap I0.232%0.000%118,56202024-01-31
Hotchkis & Wiley Small Cap Value I0.231%0.000%117,80002024-01-31
Fidelity Small Cap Index0.168%1.244%85,5991,0522023-12-31
Fidelity® Small Cap Index0.166%1.486%84,5471,2382023-10-31
DFA US Small Cap I0.164%0.000%83,69302023-08-31
WisdomTree US SmallCap Dividend ETF0.159%0.000%81,23402023-05-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.156%5.874%79,3124,4002024-02-29
Dimensional US Targeted Value ETF0.152%0.000%77,72502024-02-29
Avantis® U.S. Small Cap Value ETF0.147%0.000%75,20002023-07-29
Avantis US Small Cap Value ETF0.147%0.000%75,10002024-02-29
Northern Small Cap Value0.147%0.000%75,05802023-12-31
Hotchkis & Wiley Sm Cp Divers Val I0.141%0.000%72,14502024-01-31
Principal SmallCap Value II Instl0.112%0.000%57,11802024-01-31

Discussions

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BretJohns

$LBC How can this stock move so little? Damn

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turkeyday33

$LBC buy and hodl friends. we may be early
but we are not wrong. very soon.

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