BayCom Ownership | Who Owns BayCom?


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BayCom Ownership Summary


BayCom is owned by 9.98% institutional investors, 7.45% insiders, and 82.57% retail investors. Wellington management group llp is the largest institutional shareholder, holding 8.69% of BCML shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 3.74% of its assets in BayCom shares.

BCML Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockBayCom9.98%7.45%82.57%
SectorFinancial Services Stocks 36.95%15.48%47.58%
IndustryRegional Banks Stocks38.26%12.54%49.20%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Wellington management group llp956.27K8.69%$27.49M
Blackrock931.50K8.08%$18.96M
Blackrock funding, inc. /de868.81K7.90%$24.98M
Royce & associates lp674.90K6.13%$19.40M
Dimensional fund advisors lp622.08K5.65%$17.88M
Vanguard group608.95K5.53%$17.51M
Alliancebernstein483.85K4.40%$13.91M
Manufacturers life insurance company, the400.22K3.64%$11.51M
Geode capital management242.67K2.21%$6.98M
Acadian asset management210.98K1.92%$6.06M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Caldwell sutter capital80.31K0.99%$2.31M
Axecap investments30.50K0.54%$876.73K
Woodward diversified capital30.00K0.40%$862.50K
Royce & associates lp674.90K0.19%$19.40M
Bridgeway capital management86.88K0.05%$2.50M
Martingale asset management l p31.31K0.02%$900.08M
Empowered funds46.07K0.01%$1.32M
Hemington wealth management3.43K0.01%$98.00K
Hotchkis & wiley capital management120.82K0.01%$3.47M
Acadian asset management210.98K0.01%$6.06M

Top Buyers

HolderShares% AssetsChange
Ubs group160.98K0.00%144.32K
Wellington management group llp956.27K0.00%60.66K
Alliancebernstein483.85K0.00%32.98K
Quantinno capital management lp10.35K0.00%10.35K
Franklin resources22.25K0.00%9.41K

Top Sellers

HolderShares% AssetsChange
Fj capital management---64.84K
Victory capital management---64.47K
Royce & associates lp674.90K0.19%-57.18K
First trust advisors lp---29.17K
Envestnet asset management---22.37K

New Positions

HolderShares% AssetsChangeValue
Quantinno capital management lp10.35K0.00%10.35K$297.68K
Susquehanna group, llp7.66K-7.66K$205.62K
Rockefeller capital management3.20K0.00%3.20K$91.94K
Whittier trust231.000.00%231.00$6.49K
Optiver b.v.174.00-174.00$5.00K

Sold Out

HolderChange
Stephens consulting-1.00
Nelson, van denburg & campbell wealth management group-2.00
Qube research-7.00
Whittier trust co of nevada-17.00
Capital performance advisors llp-18.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 202529-63.29%1,098,037-82.59%90.30%9-72.73%10-65.52%
Jun 30, 202584-2.33%6,873,4771.64%621.69%35-12.50%313.33%
Mar 31, 20253-96.39%67,418-98.99%-0.02%2-96.08%1-94.12%
Dec 31, 2024825.13%6,690,1942.71%601.76%5016.28%17-15.00%
Sep 30, 202478-6,513,7000.85%581.77%4316.22%20-31.03%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard US Total Market Shares ETF416.13K3.74%-
Vanguard Total Stock Mkt Idx Inv346.18K3.16%-5.29K
iShares Russell 2000 ETF288.17K2.64%-
Royce Small-Cap Opportunity Invmt227.91K2.08%12.11K
JHancock Regional Bank A191.57K1.75%-
FTGF RY US SmCp Opp A USD Dis(A)176.39K1.61%726.00
JH Financial Opportunities173.87K1.59%-
John Hancock Financial Opportunities Fund173.87K1.58%-
Royce Micro Cap Trust153.74K1.41%153.74K
DFA US Small Cap Value I141.94K1.30%-

Recent Insider Transactions


DateNameRoleActivityValue
Mar 03, 2025Guarini George J. President and CEOSell$742.50K
Mar 13, 2023Guarini George J. President and CEOBuy$1.89K
Mar 13, 2023Guarini George J. President and CEOBuy$18.27K
Nov 10, 2022Laverne Robert G.-Sell$196.50K
Sep 06, 2022Guarini George J. President and CEOBuy$34.81K

Insider Transactions Trends


DateBuySell
2025 Q3--
2025 Q1-1
2024 Q4--
2024 Q3--
2024 Q1--

BCML Ownership FAQ


Who Owns BayCom?

BayCom shareholders are primarily institutional investors at 9.98%, followed by 7.45% insiders and 82.57% retail investors. The average institutional ownership in BayCom's industry, Regional Banks Stocks, is 38.26%, which BayCom falls below.

Who owns the most shares of BayCom?

BayCom’s largest shareholders are Wellington management group llp (956.27K shares, 8.69%), Blackrock (931.5K shares, 8.08%), and Blackrock funding, inc. /de (868.81K shares, 7.90%). Together, they hold 24.67% of BayCom’s total shares outstanding.

Does Blackrock own BayCom?

Yes, BlackRock owns 8.08% of BayCom, totaling 931.5K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 18.96M$. In the last quarter, BlackRock decreased its holdings by -4.601K shares, a -0.49% change.

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

Caldwell sutter capital is BayCom’s biggest shareholder by percentage of total assets invested, with 0.99% of its assets in 80.32K BayCom shares, valued at 2.31M$.

Who is the top mutual fund holder of BayCom shares?

Vanguard US Total Market Shares ETF is the top mutual fund holder of BayCom shares, with 3.74% of its total shares outstanding invested in 416.13K BayCom shares.

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