TriCo Bancshares Ownership | Who Owns TriCo Bancshares?
TriCo Bancshares Ownership Summary
TriCo Bancshares is owned by 63.39% institutional investors, 8.07% insiders, and 28.55% retail investors. Fmr is the largest institutional shareholder, holding 8.97% of TCBK shares. Franklin Small Cap Value A is the top mutual fund, with 2.97% of its assets in TriCo Bancshares shares.
TCBK Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | TriCo Bancshares | 63.39% | 8.07% | 28.55% |
| Sector | Financial Services Stocks | 43.55% | 12.63% | 43.82% |
| Industry | Regional Banks Stocks | 49.57% | 11.62% | 38.81% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Fmr | 2.98M | 8.97% | $118.01M |
| Blackrock | 2.44M | 7.33% | $96.37M |
| Vanguard group | 1.82M | 5.47% | $71.91M |
| Franklin resources | 1.59M | 4.79% | $63.02M |
| Dimensional fund advisors lp | 1.50M | 4.52% | $59.47M |
| Davis asset management | 1.02M | 3.07% | $40.39M |
| State street | 905.72K | 2.72% | $35.84M |
| Geode capital management | 776.50K | 2.34% | $30.73M |
| Alliancebernstein | 770.53K | 2.32% | $30.49M |
| Goldman sachs group | 719.42K | 2.16% | $28.47M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Sweeney & michel | 132.68K | 2.21% | $5.17M |
| Davis asset management | 1.02M | 1.81% | $40.39M |
| Chico wealth ria | 42.95K | 1.56% | $1.70M |
| San luis wealth advisors | 137.94K | 1.31% | $5.46M |
| Woodward diversified capital | 31.48K | 0.73% | $1.25M |
| Heartland advisors | 250.00K | 0.55% | $9.89M |
| Sheaff brock investment advisors | 109.54K | 0.40% | $4.33M |
| Mount yale investment advisors | 118.52K | 0.37% | $4.69M |
| Basswood capital management | 137.98K | 0.35% | $5.46M |
| Rmb capital management | 341.52K | 0.32% | $13.51M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| San luis wealth advisors | 137.94K | 1.31% | 137.94K |
| Fmr | 2.98M | 0.01% | 131.67K |
| Goldman sachs group | 719.42K | 0.00% | 125.37K |
| Vanguard group | 1.82M | 0.00% | 97.56K |
| American century companies | 403.71K | 0.01% | 86.69K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Arete wealth advisors | - | - | -130.68K |
| Alliancebernstein | 770.53K | 0.01% | -105.38K |
| Rice hall james & associates | - | - | -50.14K |
| Millennium management | - | - | -45.89K |
| Assenagon asset management | 13.92K | 0.00% | -44.30K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| San luis wealth advisors | 137.94K | 1.31% | 137.94K | $5.46M |
| Trexquant investment lp | 18.82K | 0.01% | 18.82K | $744.59K |
| Corebridge financial | 17.21K | 0.00% | 17.21K | $681.12K |
| Mirae asset global etfs | 16.27K | 0.00% | 16.27K | $643.80K |
| Balyasny asset management | 15.09K | 0.00% | 15.09K | $597.07K |
Sold Out
| Holder | Change |
|---|---|
| Picton mahoney asset management | -2.00 |
| Nelson, van denburg & campbell wealth management group | -5.00 |
| Global retirement partners | -5.00 |
| Quest partners | -40.00 |
| John w. rosenthal capital management | -1.15K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 140 | -6.04% | 21,072,862 | 1.34% | 63 | 1.62% | 65 | -10.96% | 46 | 12.20% |
| Mar 31, 2024 | 149 | 12.88% | 20,794,101 | 0.61% | 62 | 1.62% | 73 | 15.87% | 41 | -4.65% |
| Dec 31, 2023 | 132 | - | 20,668,759 | 0.67% | 62 | 1.63% | 63 | -7.35% | 43 | 30.30% |
| Sep 30, 2023 | 132 | -2.94% | 20,530,281 | -1.22% | 61 | 1.58% | 68 | 19.30% | 33 | -29.79% |
| Jun 30, 2023 | 136 | -8.72% | 20,784,286 | -0.35% | 62 | 1.59% | 57 | -22.97% | 47 | 4.44% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Franklin Small Cap Value A | 979.12K | 2.97% | - |
| Franklin US Small Cap Value Equity | 979.12K | 2.97% | -41.99K |
| iShares Russell 2000 ETF | 887.77K | 2.69% | -2.00K |
| Fidelity Series Small Cap Opps | 829.78K | 2.51% | -13.10K |
| Vanguard Total Stock Mkt Idx Inv | 791.70K | 2.40% | -28.49K |
| Vanguard Institutional Extnd Mkt Idx Tr | 491.78K | 1.49% | 7.69K |
| Fidelity Stock Selector Small Cap | 490.88K | 1.49% | 13.30K |
| Avantis US Small Cap Value ETF | 363.79K | 1.10% | - |
| Fidelity Small Cap Index | 327.96K | 0.99% | -8.38K |
| Fidelity Advisor Small Cap I | 326.30K | 0.99% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 28, 2024 | Koehnen Michael W | - | Sell | $63.28K |
| Aug 16, 2024 | Giese Cory W | - | Sell | $21.55K |
| Aug 16, 2024 | Giese Cory W | - | Sell | $149.38K |
| May 14, 2024 | CARNEY CRAIG B | EVP Chief Credit Officer | Sell | $28.77K |
| Jun 08, 2023 | Giese Cory W | - | Sell | $85.16K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q3 | - | 3 |
| 2024 Q2 | - | 1 |
| 2024 Q1 | - | - |
| 2023 Q4 | - | - |
TCBK Ownership FAQ
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