TriCo Bancshares (TCBK) Ownership

37.21 ↓0.26 (-0.69%)
As of May 6, 2024, 3:38pm EST.

Institutional Ownership

FMR Inc is the biggest individual institutional holder of TriCo Bancshares (TCBK), owning a total of 2.9 million shares. Combined, the top 25 institutional holders of TCBK own 62.98% of the company with a total of 20.9 million shares.

In the latest ownership report on December 31st 2023, the top 25 institutional holders increased their combined ownership of TCBK by 2 million shares. 13 institutions bought 2,299,545 total additional shares and increased their ownership by an average of 22.53%. However 5 institutions sold 261,029 total shares and decreased their ownership by an average of 6.41%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of TriCo Bancshares increased by a net total of 2,038,516 in the latest quarter.

Institution Ownership Chart

Your browser does not support this chart.

Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
FMR Inc8.775%-2.440%2,917,373-72,9532023-12-31
BlackRock Inc7.452%8.228%2,477,374188,3472023-12-31
Davis Asset Management, L.P.6.141%100.000%2,041,6001,020,8002023-12-31
Vanguard Group Inc5.273%-3.559%1,752,884-64,6912023-12-31
Franklin Resources Inc4.593%5.979%1,526,91986,1412023-12-31
Dimensional Fund Advisors, Inc.4.256%4.801%1,414,92164,8152023-12-31
Goldman Sachs Group Inc3.420%94.531%1,136,884552,4622023-12-31
AllianceBernstein L.P.2.704%-3.488%899,058-32,4962023-12-31
State Street Corporation2.581%2.328%857,97819,5172023-12-31
Geode Capital Management, LLC2.164%4.431%719,44730,5232023-12-31
Manufacturers Life Insurance Co2.093%-7.010%695,970-52,4652023-12-31
Northern Trust Corp1.367%4.159%454,30418,1382023-12-31
JPMorgan Chase & Co1.341%5.631%445,88023,7682023-12-31
Charles Schwab Investment Management Inc1.030%4.326%342,41914,2002023-12-31
Schroder Investment Management Group0.890%4.648%295,96413,1442023-12-31
American Century Companies Inc0.701%53.817%232,95881,5072023-12-31
Renaissance Technologies Corp0.629%-15.533%208,943-38,4242023-12-31
Heartland Advisors Inc0.602%0.000%200,00002023-12-31
Eagle Asset Management, Inc.0.560%0.000%186,183186,1832023-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
FMR Inc8.775%-2.440%2,917,373-72,9532023-12-31
BlackRock Inc7.452%8.228%2,477,374188,3472023-12-31
Davis Asset Management, L.P.6.141%100.000%2,041,6001,020,8002023-12-31
Vanguard Group Inc5.273%-3.559%1,752,884-64,6912023-12-31
Franklin Resources Inc4.593%5.979%1,526,91986,1412023-12-31
Dimensional Fund Advisors, Inc.4.256%4.801%1,414,92164,8152023-12-31
Goldman Sachs Group Inc3.420%94.531%1,136,884552,4622023-12-31
DAVIS CAPITAL PARTNERS, LLC3.003%42.544%1,000,800298,7002022-06-30
AllianceBernstein L.P.2.704%-3.488%899,058-32,4962023-12-31
State Street Corporation2.581%2.328%857,97819,5172023-12-31
Geode Capital Management, LLC2.164%4.431%719,44730,5232023-12-31
Manufacturers Life Insurance Co2.093%-7.010%695,970-52,4652023-12-31
Northern Trust Corp1.367%4.159%454,30418,1382023-12-31
JPMorgan Chase & Co1.341%5.631%445,88023,7682023-12-31
Charles Schwab Investment Management Inc1.030%4.326%342,41914,2002023-12-31
RMB Capital Management, LLC0.953%4.285%316,65613,0112023-09-30
Schroder Investment Management Group0.890%4.648%295,96413,1442023-12-31
American Century Companies Inc0.701%53.817%232,95881,5072023-12-31
Mesirow Institutional Investment Management, Inc.0.638%9.242%212,19617,9522023-09-30
Crawford Investment Counsel, Inc0.633%-3.583%210,602-7,8272023-09-30
Renaissance Technologies Corp0.629%-15.533%208,943-38,4242023-12-31
Nuveen Asset Management, LLC0.615%-3.362%204,087-7,0992022-12-31
Heartland Advisors Inc0.602%0.000%200,00002023-12-31
Bank of New York Mellon Corp0.566%1.441%188,3512,6752023-09-30
Eagle Asset Management, Inc.0.560%0.000%186,183186,1832023-12-31

Mutual Fund Ownership

Fidelity Small Cap Value Fund is the biggest individual fund holder of TriCo Bancshares (TCBK), owning a total of 1.3 million shares. Combined, the top 30 mutual fund holders of TCBK own 46.67% of the company with a total of 15.5 million shares.

In the latest ownership report on March 31st 2024, the top 30 fund holders increased their combined ownership of TCBK by 33 thousand shares. 2 funds bought 16,165 total additional shares and increased their ownership by an average of 3.35%. However 3 funds sold 49,176 total shares and decreased their ownership by an average of 2.37%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding TriCo Bancshares decreased by a net total of -33,011 in the latest report.

Mutual Funds Chart

Your browser does not support this chart.

Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Franklin US Small Cap Value Equity3.071%-1.230%1,021,104-12,7172024-03-31
Franklin Small Cap Value SMA Composite3.071%-1.230%1,021,104-12,7172024-03-31
Franklin Small Cap Value A3.071%0.000%1,021,10402024-03-31
Vanguard Total Stock Mkt Idx Inv2.307%0.168%767,0471,2882024-03-31
Vanguard Institutional Extnd Mkt Idx Tr1.466%-4.646%487,253-23,7422024-03-31
Franklin Small Cap Value VIP 10.800%0.000%265,84602024-03-31
Heartland Value Investor0.752%0.000%250,00002024-03-31
RMB Small Cap Focus0.730%6.526%242,83614,8772024-03-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Fidelity Small Cap Value Fund3.937%0.000%1,309,00002024-01-31
Fidelity® Small Cap Value3.935%0.000%1,309,00002023-10-31
Franklin US Small Cap Value Equity3.071%-1.230%1,021,104-12,7172024-03-31
Franklin Small Cap Value SMA Composite3.071%-1.230%1,021,104-12,7172024-03-31
Franklin Small Cap Value A3.071%0.000%1,021,10402024-03-31
Vanguard Instl Ttl Stck Mkt Idx Tr2.730%0.892%908,0318,0272023-03-31
iShares Russell 2000 ETF2.394%1.982%796,00315,4712024-03-28
Fidelity® Series Small Cap Opps2.387%0.000%794,08002023-10-31
Vanguard Total Stock Mkt Idx Inv2.307%0.168%767,0471,2882024-03-31
Fidelity Series Small Cap Opps2.234%0.746%742,5805,5002024-01-31
Vanguard Institutional Extnd Mkt Idx Tr1.466%-4.646%487,253-23,7422024-03-31
Vanguard Extended Market Index Investor1.425%-0.022%473,828-1052023-08-31
Fidelity® Stock Selector Small Cap1.109%0.107%368,8263952023-10-31
Fidelity Stock Selector Small Cap1.042%0.000%346,41702024-01-31
Fidelity Advisor® Small Cap I1.032%0.000%343,20002023-10-31
Fidelity Advisor Small Cap I1.032%0.000%343,20002024-01-31
Fidelity Small Cap Index0.951%1.505%315,9854,6842024-01-31
Fidelity® Small Cap Index0.910%2.961%302,8038,7092023-10-31
iShares Russell 2000 Value ETF0.900%-0.063%299,345-1902024-03-28
Franklin Small Cap Value VIP 10.800%0.000%265,84602024-03-31
JHancock Regional Bank A0.765%-4.794%254,446-12,8112024-02-29
Avantis US Small Cap Value ETF0.760%0.000%252,75702024-03-29
Heartland Value Investor0.752%0.000%250,00002024-03-31
DFA US Targeted Value I0.738%0.000%245,47302024-02-29
RMB Small Cap Focus0.730%6.526%242,83614,8772024-03-31
DFA US Micro Cap I0.657%-3.640%218,365-8,2492024-02-29
DFA US Small Cap I0.632%0.000%210,08402024-02-29
Goldman Sachs Small Cap Value A0.614%-7.275%204,292-16,0292023-12-31
JH Financial Opportunities0.608%0.000%202,16102023-11-30
JHancock Financial Industries A0.605%0.000%201,56102022-11-30

Discussions

Please log in or register to share your thoughts.

145zip

$TCBK Momentum is building...

0 Like Report
troubledelights

$TCBK one of the poorest performed stocks for a big name.

0 Like Report
iphonepromax

$TCBK I already know
tomorrow the bulls going to say "next week" just like every week.

0 Like Report