Banner Ownership | Who Owns Banner?

Overview Forecast RevenueFinancials Chart Transcripts

Banner Ownership Summary

Banner is owned by 91.81% institutional investors, 2.08% insiders, and 6.11% retail investors. Blackrock is the largest institutional shareholder, holding 14.48% of BANR shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.19% of its assets in Banner shares.

BANR Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Banner	91.81%	2.08%	6.11%
Sector	Financial Services Stocks	40.29%	14.61%	45.11%
Industry	Regional Banks Stocks	42.21%	12.07%	45.72%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	4.98M	14.48%	$247.18M
Blackrock funding, inc. /de	4.94M	14.32%	$329.54M
Vanguard group	4.02M	11.65%	$268.21M
Dimensional fund advisors lp	2.31M	6.70%	$154.17M
State street	2.06M	5.96%	$137.27M
Wellington management group llp	1.77M	5.14%	$118.32M
Victory capital management	1.70M	4.94%	$113.62M
Charles schwab investment management	1.38M	4.00%	$92.11M
Geode capital management	820.17K	2.38%	$54.78M
Manufacturers life insurance company, the	757.73K	2.20%	$50.59M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
John w. rosenthal capital management	33.13K	2.05%	$2.21M
Stieven capital advisors	160.16K	1.90%	$10.69M
Sapience investments	46.83K	1.83%	$3.13M
Petiole usa	36.77K	1.54%	$2.45M
Forest hill capital	28.52K	1.47%	$1.90M
Siena capital partners gp	60.97K	1.12%	$4.07M
Caldwell sutter capital	31.49K	0.98%	$2.10M
Cascade investment advisors	22.84K	0.98%	$1.53M
Phocas financial	17.79K	0.88%	$1.19M
Aristotle capital boston	323.32K	0.80%	$21.59M

Top Buyers

Holder	Shares	% Assets	Change
William blair investment management	634.58K	0.10%	628.43K
Victory capital management	1.70M	0.11%	373.04K
State street	2.06M	0.01%	268.14K
Ubs group	284.08K	0.00%	252.59K
Raymond james financial	150.12K	0.00%	150.12K

Top Sellers

Holder	Shares	% Assets	Change
Fj capital management	-	-	-232.75K
Nordea investment management ab	-	-	-131.99K
Abrdn	318.94K	0.04%	-124.14K
Westwood group	512.98K	0.26%	-107.47K
Blackrock	4.98M	0.01%	-103.46K

New Positions

Holder	Shares	% Assets	Change	Value
Raymond james financial	150.12K	0.00%	150.12K	$10.02M
Norges bank	90.98K	0.00%	90.98K	$6.07M
Canada pension plan investment board	42.90K	0.00%	42.90K	$2.86M
Jackson creek investment advisors	23.42K	0.47%	23.42K	$1.56M
Creative planning	5.72K	0.00%	5.72K	$382.26K

Sold Out

Holder	Change
Financial gravity asset management	-1.00
Claris advisors, llc / mo /	-2.00
Mendota financial group	-2.00
Tfo-tdc	-2.00
Nelson, van denburg & campbell wealth management group	-8.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	206	3.52%	31,674,951	1.93%	91	1.13%	95	-	71	2.90%
Sep 30, 2024	198	2.06%	31,075,259	2.19%	90	1.16%	94	5.62%	69	-2.82%
Jun 30, 2024	190	-5.00%	30,375,778	0.93%	88	1153505.37%	86	-1.15%	70	-11.39%
Mar 31, 2024	200	-2.91%	30,095,374	0.44%	-	0.00%	87	-15.53%	79	8.22%
Dec 31, 2023	206	0.98%	29,963,067	3.22%	87	1.22%	103	15.73%	73	-14.12%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	2.13M	6.19%	-
Vanguard Total Stock Mkt Idx Inv	1.08M	3.13%	1.02K
Vanguard US Total Market Shares ETF	1.07M	3.12%	-
Schwab US Dividend Equity ETF™	950.39K	2.76%	720.00
Vanguard Small Cap Index	879.78K	2.55%	714.00
Victory Sycamore Small Company Opp R	830.00K	2.41%	376.00K
Victory Small Cap Value CIT (Net 75)	830.00K	2.41%	376.00K
iShares Russell 2000 ETF	825.60K	2.40%	-
JHancock Small Cap Core NAV	627.41K	1.82%	56.03K
Vanguard Small Cap Value Index Inv	579.33K	1.68%	-2.16K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 06, 2024	McLean James P.G.	Executive VP, Banner Bank	Sell	$113.44K
Dec 06, 2023	McLean James P.G.	Executive VP, Banner Bank	Sell	$86.71K
Jun 15, 2023	HERENCIA ROBERTO R	-	Buy	$14.47K
Jun 13, 2023	HERENCIA ROBERTO R	-	Buy	$30.53K
May 08, 2023	Pedersen John Clarence	-	Buy	$44.79K

Insider Transactions Trends

Date	Buy	Sell
2025 Q2	-	-
2025 Q1	-	-
2024 Q4	-	1
2024 Q3	-	-
2024 Q2	-	-

BANR Ownership FAQ

Who Owns Banner?

Banner shareholders are primarily institutional investors at 91.81%, followed by 2.08% insiders and 6.11% retail investors. The average institutional ownership in Banner's industry, Regional Banks Stocks, is 42.21%, which Banner exceeds.

Who owns the most shares of Banner?

Banner’s largest shareholders are Blackrock (4.98M shares, 14.48%), Blackrock funding, inc. /de (4.94M shares, 14.32%), and Vanguard group (4.02M shares, 11.65%). Together, they hold 40.45% of Banner’s total shares outstanding.

Does Blackrock own Banner?

Yes, BlackRock owns 14.48% of Banner, totaling 4.98M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 247.18M$. In the last quarter, BlackRock decreased its holdings by -103K shares, a -2.04% change.

Who is Banner’s biggest shareholder by percentage of total assets invested?

John w. rosenthal capital management is Banner’s biggest shareholder by percentage of total assets invested, with 2.05% of its assets in 33.13K Banner shares, valued at 2.21M$.

Who is the top mutual fund holder of Banner shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of Banner shares, with 6.19% of its total shares outstanding invested in 2.13M Banner shares.

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