Banner Ownership | Who Owns Banner?


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Banner Ownership Summary


Banner is owned by 90.08% institutional investors, 1.64% insiders, and 8.28% 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 6.45% of its assets in Banner shares.

BANR Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockBanner90.08%1.64%8.28%
SectorFinancial Services Stocks 49.66%13.98%36.36%
IndustryRegional Banks Stocks51.67%12.06%36.27%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock4.98M14.48%$247.18M
Vanguard group4.11M11.96%$204.22M
Dimensional fund advisors lp2.36M6.87%$117.24M
State street1.80M5.23%$89.34M
Wellington management group llp1.59M4.63%$79.02M
Charles schwab investment management1.29M3.74%$63.87M
Geode capital management811.96K2.36%$40.31M
Manufacturers life insurance company, the795.93K2.31%$39.51M
Victory capital management740.02K2.15%$36.73M
Nuveen asset management731.49K2.13%$36.31M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Petiole usa62.38K2.60%$3.10M
Stieven capital advisors230.26K2.53%$11.43M
Forest hill capital61.48K2.52%$3.05M
John w. rosenthal capital management32.43K2.28%$1.61M
Sapience investments61.72K1.57%$3.06M
Siena capital partners gp60.97K1.00%$3.03M
Caldwell sutter capital33.69K0.83%$1.67M
Aristotle capital boston356.61K0.60%$17.70M
Sippican capital advisors12.49K0.49%$619.86K
Bridgeway capital management227.83K0.26%$11.31M

Top Buyers

HolderShares% AssetsChange
Wellington management group llp1.59M0.01%751.86K
Norges bank161.96K0.00%161.96K
Manufacturers life insurance company, the795.93K0.04%123.90K
Jpmorgan chase380.71K0.00%114.38K
American century companies607.77K0.02%109.46K

Top Sellers

HolderShares% AssetsChange
Fj capital management---232.75K
Blackrock4.98M0.01%-103.46K
Deutsche bank ag\93.29K0.00%-87.29K
Nuveen asset management731.49K0.01%-63.01K
Vanguard group4.11M0.00%-61.93K

New Positions

HolderShares% AssetsChangeValue
Norges bank161.96K0.00%161.96K$8.04M
Corebridge financial19.92K0.01%19.92K$988.68K
Arrowstreet capital, limited partnership18.12K0.00%18.12K$899.00K
Mirae asset global etfs17.90K0.00%17.90K$888.41K
Intech investment management7.94K0.00%7.94K$394.14K

Sold Out

HolderChange
Financial gravity asset management-1.00
Tfo-tdc-2.00
Nelson, van denburg & campbell wealth management group-8.00
Bell investment advisors-14.00
Northwestern mutual wealth management-15.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 20241982.06%31,075,2592.19%901.16%945.62%69-2.82%
Jun 30, 2024190-5.00%30,375,7780.93%881153505.37%86-1.15%70-11.39%
Mar 31, 2024200-2.91%30,095,3740.44%-0.00%87-15.53%798.22%
Dec 31, 20232060.98%29,963,0673.22%871.22%10315.73%73-14.12%
Sep 30, 2023204-4.67%29,028,025-1.26%841.15%89-16.82%8519.72%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF2.22M6.45%-
Vanguard Total Stock Mkt Idx Inv1.08M3.12%1.77K
Schwab US Dividend Equity ETF™871.52K2.53%1.01K
Vanguard Small Cap Index862.93K2.50%1.70K
iShares Russell 2000 ETF819.98K2.38%-
Avantis US Small Cap Value ETF599.24K1.74%2.58K
Vanguard Small Cap Value Index Inv583.83K1.69%-200.00
JHancock Small Cap Core NAV555.98K1.61%-
DFA US Small Cap Value I529.89K1.54%2.26K
Vanguard Institutional Extnd Mkt Idx Tr510.20K1.48%-1.80K

Recent Insider Transactions


DateNameRoleActivityValue
Nov 06, 2024McLean James P.G. Executive VP, Banner BankSell$113.44K
Dec 06, 2023McLean James P.G. Executive VP, Banner BankSell$86.71K
Jun 15, 2023HERENCIA ROBERTO R-Buy$14.47K
Jun 13, 2023HERENCIA ROBERTO R-Buy$30.53K
May 08, 2023Pedersen John Clarence-Buy$44.79K

Insider Transactions Trends


DateBuySell
2024 Q4-1
2024 Q3--
2024 Q2--
2024 Q1--
2023 Q4-1

BANR Ownership FAQ


Who Owns Banner?

Banner shareholders are primarily institutional investors at 90.08%, followed by 1.64% insiders and 8.28% retail investors. The average institutional ownership in Banner's industry, Regional Banks Stocks, is 51.67%, which Banner exceeds.

Who owns the most shares of Banner?

Banner’s largest shareholders are Blackrock (4.98M shares, 14.48%), Vanguard group (4.11M shares, 11.96%), and Dimensional fund advisors lp (2.36M shares, 6.87%). Together, they hold 33.31% 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?

Petiole usa is Banner’s biggest shareholder by percentage of total assets invested, with 2.60% of its assets in 62.38K Banner shares, valued at 3.1M$.

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 6.45% of its total shares outstanding invested in 2.22M Banner shares.

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