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Banner Corporation (BANR)

CUSIP: 06652V208 | NYSE | Financial Services · Banks - Regional | Small Cap | 790 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AVanguard Capital Management LLC1,738,6554.7%Newly reportedSep 30, 202692d ahead of 13F (1,474,168 sh) · +264,487
13G/AVanguard Capital Management LLC1,738,655
4.7% of class · Sep 30, 2026Newly reported
92d ahead of 13F (1,474,168 sh) · +264,487

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP2,256,607
0.0% of portfolio›$151.2M
Deprince Race & Zollo Inc367,820
0.4% of portfolio›$24.6M
Bank of New York Mellon Corp303,110
0.0% of portfolio›$20.3M
Principal Financial Group Inc162,414
0.0% of portfolio›$10.9M
Allspring Global Investments Holdings, LLC127,389
0.0% of portfolio›$8.6M
Mirae Asset Global Investments Co., Ltd.32,389
0.0% of portfolio›$2.2M
Rosenthal | Henry Capital Advisors, Inc.30,877
1.9% of portfolio›$2.1M
Citigroup Inc27,809
0.0% of portfolio›$1.9M
Thrivent Financial for Lutherans22,373
0.0% of portfolio›$1.5M
Cascade Investment Advisors, Inc.21,855
0.8% of portfolio›$1.5M
Cambiar Investors LLC20,770
0.1% of portfolio›$1.4M
Sovran Advisors, LLC19,566
0.1% of portfolio›$1.4M
Illinois Municipal Retirement Fund17,484
0.0% of portfolio›$1.2M
Fifth Third Bancorp15,844
0.0% of portfolio›$1.1M
Bailard, Inc.14,689
0.0% of portfolio›$984.2K
Louisiana State Employees Retirement System14,500
0.0% of portfolio›$971.5K
Tradewinds Capital Management, LLC11,979
0.1% of portfolio›$802.6K
Harbor Capital Advisors, Inc.11,101
0.1% of portfolio›$744.0K
Creative Planning10,139
0.0% of portfolio›$679.3K
Hennessy Advisors Inc10,000
0.0% of portfolio›$670.0K
Arizona State Retirement System9,570
0.0% of portfolio›$641.2K
Northwest Wealth Advisors, LLC9,175
0.3% of portfolio›$614.7K
Wealth Enhancement Advisory Services, LLC9,110
0.0% of portfolio›$609.2K
Amalgamated Bank8,808
0.0% of portfolio›$590.0K
Sippican Capital Advisors8,578
0.4% of portfolio›$574.7K
Yousif Capital Management, LLC8,564
0.0% of portfolio›$573.8K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS8,007
0.0% of portfolio›$536.5K
Princeton Capital Management LLC7,781
0.1% of portfolio›$521.3K
WestHill Financial Advisors, Inc.7,652
0.1% of portfolio›$512.7K
Oregon Public Employees Retirement Fund7,588
0.0% of portfolio›$508.4K
State of Alaska, Department of Revenue6,979
0.0% of portfolio›$467.0K
Y-Intercept (Hong Kong) Ltd6,627
0.0% of portfolio›$444.0K
Elevation Point Wealth Partners, LLC6,527
0.0% of portfolio›$437.3K
Contravisory Investment Management, Inc.5,152
0.1% of portfolio›$345.2K
Ashton Thomas Private Wealth, LLC5,143
0.0% of portfolio›$344.6K
Pictet Asset Management Holding SA5,093
0.0% of portfolio›$341.2K
Badgley Phelps Wealth Managers, LLC4,994
0.0% of portfolio›$334.6K
ProShare Advisors LLC4,652
0.0% of portfolio›$311.7K
New York State Teachers Retirement System4,433
0.0% of portfolio›$297.0K
Financial Planning Hawaii, Inc.4,349
0.2% of portfolio›$291.4K
Capital Advisors Wealth Management, LLC4,248
0.0% of portfolio›$284.6K
Mutual of America Capital Management LLC3,878
0.0% of portfolio›$259.8K
Moss Adams Wealth Advisors LLC3,735
0.0% of portfolio›$250.2K
D.A. Davidson & Co.3,579
0.0% of portfolio›$239.8K
Xponance LLC3,220
0.0% of portfolio›$215.7K
CIBC Asset Management Inc3,167
0.0% of portfolio›$212.2K
Strs Ohio3,000
0.0% of portfolio›$201.0K
Nisa Investment Advisors, LLC2,168
0.0% of portfolio›$145.3K
KBC Group NV1,528
0.0% of portfolio›$102.0K
US Bancorp \de\1,206
0.0% of portfolio›$80.8K
Gamma Investing LLC816
0.0% of portfolio›$54.7K
Lodestone Wealth Management LLC777
0.0% of portfolio›$52.1K
Versant Capital Management, Inc714
0.0% of portfolio›$47.8K
Sterling Capital Management LLC661
0.0% of portfolio›$44.3K
Pinnacle Wealth Planning Services, Inc.574
0.0% of portfolio›$38.5K
Salomon & Ludwin, LLC566
0.0% of portfolio›$37.9K
Root Financial Partners, LLC364
0.0% of portfolio›$24.4K
SJS Investment Consulting Inc.358
0.0% of portfolio›$24.0K
EverSource Wealth Advisors, LLC343
0.0% of portfolio›$23.0K
Farther Finance Advisors, LLC253
0.0% of portfolio›$17.0K
MassMutual Private Wealth & Trust, FSB250
0.0% of portfolio›$16.8K
Covestor Ltd147
0.0% of portfolio›$10
IFP Advisors, Inc139
0.0% of portfolio›$9.3K
Essential Partners LLC133
0.0% of portfolio›$8.9K
Larson Financial Group LLC127
0.0% of portfolio›$8.5K
Bare Financial Services, Inc97
0.0% of portfolio›$6.5K
Parkside Financial Bank & Trust79
0.0% of portfolio›$5.3K
Spire Wealth Management42
0.0% of portfolio›$2.8K
Provenance Wealth Advisors, LLC33
0.0% of portfolio›$2.2K
Farmers & Merchants Investments Inc33
0.0% of portfolio›$2.2K
Ares Financial Consulting, LLC30
0.0% of portfolio›$2.0K
JFS Wealth Advisors, LLC28
0.0% of portfolio›$1.9K
Fortitude Family Office, LLC21
0.0% of portfolio›$1.4K
Creative Capital Management Investments LLC21
0.0% of portfolio›$1.4K
Ascentis Wealth Management, LLC20
0.0% of portfolio›$1.3K
Clark Wealth Partners13
0.0% of portfolio›$871
Torren Management, LLC12
0.0% of portfolio›$789
True Wealth Design, LLC11
0.0% of portfolio›$737
CoreCap Advisors, LLC10
0.0% of portfolio›$670
Valley National Advisers Inc9
0.0% of portfolio›$603
Bay Harbor Wealth Management, LLC8
0.0% of portfolio›$536
UMB Private Wealth Management, LLC6
0.0% of portfolio›$402
DiNuzzo Private Wealth, Inc.6
0.0% of portfolio›$402
Gilpin Wealth Management, LLC5
0.0% of portfolio›$335
Assetmark, Inc5
0.0% of portfolio›$335
Trium Capital LLP4
0.0% of portfolio›$268
Financial Consulate, Inc3
0.0% of portfolio›$201
Davis Capital Management2
0.0% of portfolio›$134
GK Wealth Management LLC2
0.0% of portfolio›$134
DecisionPoint Financial, LLC1
0.0% of portfolio›$68
RHL Group, LLC1
0.0% of portfolio›$67
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
2,256,607$151.2M0.0%IndexLowAustin, TX2026-11-04
Deprince Race & Zollo Inc
367,820$24.6M0.4%Deep ValueHighWinter Park, FL2026-10-13
Bank of New York Mellon Corp
303,110$20.3M0.0%CoreLowNew York, NY2026-11-05
Principal Financial Group Inc
162,414$10.9M0.0%CoreLowDes Moines, IA2026-11-02
Allspring Global Investments Holdings, LLC
127,389$8.6M0.0%CoreMediumCharlotte, NC2026-11-04
Mirae Asset Global Investments Co., Ltd.
32,389$2.2M0.0%GrowthLowSeoul, Malaysia2026-11-03
Rosenthal | Henry Capital Advisors, Inc.
30,877$2.1M1.9%Deep ValueLowMishawaka, IN2026-10-27
Citigroup Inc
27,809$1.9M0.0%CoreMediumNew York, NY2026-11-04
Thrivent Financial for Lutherans
22,373$1.5M0.0%GARPMediumMinneapolis, MN2026-11-05
Cascade Investment Advisors, Inc.
21,855$1.5M0.8%ValueLowOregon City, OR2026-11-02
Cambiar Investors LLC
20,770$1.4M0.1%ValueMediumDenver, CO2026-11-04
Sovran Advisors, LLC
19,566$1.4M0.1%ETFMediumSan Diego, CA2026-11-02
Illinois Municipal Retirement Fund
17,484$1.2M0.0%CoreMediumOak Brook, IL2026-11-05
Fifth Third Bancorp
15,844$1.1M0.0%IndexVery LowCincinnati, OH2026-11-05
Bailard, Inc.
14,689$984.2K0.0%GrowthMediumFoster City, CA2026-10-13
Louisiana State Employees Retirement System
14,500$971.5K0.0%IndexLowBaton Rouge, LA2026-10-20
Tradewinds Capital Management, LLC
11,979$802.6K0.1%ETFVery HighBellingham, WA2026-10-23
Harbor Capital Advisors, Inc.
11,101$744.0K0.1%ValueHighChicago, IL2026-10-22
Creative Planning
10,139$679.3K0.0%IndexVery LowOverland Park, KS2026-11-02
Hennessy Advisors Inc
10,000$670.0K0.0%Deep ValueMediumNovato, CA2026-10-28
Arizona State Retirement System
9,570$641.2K0.0%IndexVery LowPhoenix, AZ2026-11-03
Northwest Wealth Advisors, LLC
9,175$614.7K0.3%ETFVery LowBellingham, WA2026-11-02
Wealth Enhancement Advisory Services, LLC
9,110$609.2K0.0%CoreLowPlymouth, MN2026-10-13
Amalgamated Bank
8,808$590.0K0.0%CoreVery LowNew York, NY2026-10-23
Sippican Capital Advisors
8,578$574.7K0.4%ValueLowBoston, MA2026-10-23
Yousif Capital Management, LLC
8,564$573.8K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
8,007$536.5K0.0%CoreLowHarrisburg, PA2026-11-03
Princeton Capital Management LLC
7,781$521.3K0.1%Agg GrowthLowRed Bank, NJ2026-10-27
WestHill Financial Advisors, Inc.
7,652$512.7K0.1%ETFVery LowSan Rafael, CA2026-10-14
Oregon Public Employees Retirement Fund
7,588$508.4K0.0%IndexVery LowTigard, OR2026-10-30
State of Alaska, Department of Revenue
6,979$467.0K0.0%CoreVery LowJuneau, AK2026-10-15
Y-Intercept (Hong Kong) Ltd
6,627$444.0K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Elevation Point Wealth Partners, LLC
6,527$437.3K0.0%CoreHighDenver, CO2026-11-05
Contravisory Investment Management, Inc.
5,152$345.2K0.1%MomentumHighNorwell, MA2026-10-13
Ashton Thomas Private Wealth, LLC
5,143$344.6K0.0%CoreMediumScottsdale, AZ2026-11-03
Pictet Asset Management Holding SA
5,093$341.2K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Badgley Phelps Wealth Managers, LLC
4,994$334.6K0.0%GrowthVery LowSeattle, WA2026-10-22
ProShare Advisors LLC
4,652$311.7K0.0%GrowthLowBethesda, MD2026-10-29
New York State Teachers Retirement System
4,433$297.0K0.0%CoreVery LowAlbany, NY2026-10-22
Financial Planning Hawaii, Inc.
4,349$291.4K0.2%CoreVery LowHonolulu, HI2026-10-13
Capital Advisors Wealth Management, LLC
4,248$284.6K0.0%ETFLowYakima, WA2026-10-09
Mutual of America Capital Management LLC
3,878$259.8K0.0%IndexLowNew York, NY2026-10-23
Moss Adams Wealth Advisors LLC
3,735$250.2K0.0%ETFLowSeattle, WA2026-10-28
D.A. Davidson & Co.
3,579$239.8K0.0%CoreLowGreat Falls, MT2026-10-28
Xponance LLC
3,220$215.7K0.0%IndexVery LowPhiladelphia, PA2026-11-03
CIBC Asset Management Inc
3,167$212.2K0.0%GARPLowToronto, South Africa2026-11-05
Strs Ohio
3,000$201.0K0.0%CoreMediumColumbus, OH2026-10-30
Nisa Investment Advisors, LLC
2,168$145.3K0.0%IndexVery LowSt. Louis, MO2026-10-20
KBC Group NV
1,528$102.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
US Bancorp \de\
1,206$80.8K0.0%IndexLowMinneapolis, MN2026-11-05
Gamma Investing LLC
816$54.7K0.0%IndexVery LowFoster City, CA2026-10-08
Lodestone Wealth Management LLC
777$52.1K0.0%CoreLowSpokane, WA2026-10-14
Versant Capital Management, Inc
714$47.8K0.0%GARPLowPhoenix, AZ2026-10-02
Sterling Capital Management LLC
661$44.3K0.0%GARPMediumCharlotte, NC2026-10-22
Pinnacle Wealth Planning Services, Inc.
574$38.5K0.0%GARPLowMansfield, OH2026-10-27
Salomon & Ludwin, LLC
566$37.9K0.0%ETFVery LowRichmond, VA2026-10-29
Root Financial Partners, LLC
364$24.4K0.0%ETFMediumEncinitas, CA2026-10-21
SJS Investment Consulting Inc.
358$24.0K0.0%ETFVery LowSylvania, OH2026-10-26
EverSource Wealth Advisors, LLC
343$23.0K0.0%CoreMediumBirmingham, AL2026-11-04
Farther Finance Advisors, LLC
253$17.0K0.0%IndexLowSan Francisco, CA2026-10-08
MassMutual Private Wealth & Trust, FSB
250$16.8K0.0%CoreLowSpringfield, MA2026-10-05
Covestor Ltd
147$100.0%ValueHighLondon, United Kingdom2026-10-30
IFP Advisors, Inc
139$9.3K0.0%GrowthLowTampa, FL2026-10-16
Essential Partners LLC
133$8.9K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Larson Financial Group LLC
127$8.5K0.0%GrowthLowSt Louis, MO2026-11-05
Bare Financial Services, Inc
97$6.5K0.0%ETFVery LowGap, PA2026-11-04
Parkside Financial Bank & Trust
79$5.3K0.0%CoreVery LowSaint Louis, MO2026-10-27
Spire Wealth Management
42$2.8K0.0%GrowthMediumMclean, VA2026-10-30
Provenance Wealth Advisors, LLC
33$2.2K0.0%ETFLowFort Lauderdale, FL2026-10-30
Farmers & Merchants Investments Inc
33$2.2K0.0%CoreVery LowLincoln, NE2026-10-22
Ares Financial Consulting, LLC
30$2.0K0.0%CoreLowCalabasas, CA2026-10-19
JFS Wealth Advisors, LLC
28$1.9K0.0%ETFVery LowHermitage, PA2026-11-03
Fortitude Family Office, LLC
21$1.4K0.0%ETFMediumScottsdale, AZ2026-10-14
Creative Capital Management Investments LLC
21$1.4K0.0%ETFLowSan Diego, CA2026-10-28
Ascentis Wealth Management, LLC
20$1.3K0.0%Agg GrowthLowDallas, TX2026-11-03
Clark Wealth Partners
13$8710.0%ETFVery LowO'Fallon, IL2026-10-19
Torren Management, LLC
12$7890.0%ETFMediumSan Diego, CA2026-10-29
True Wealth Design, LLC
11$7370.0%ETFMediumAkron, OH2026-10-13
CoreCap Advisors, LLC
10$6700.0%ETFMediumSouthfield, MI2026-10-08
Valley National Advisers Inc
9$6030.0%ETFLowBethlehem, PA2026-10-23
Bay Harbor Wealth Management, LLC
8$5360.0%ETFMediumHunt Valley, MD2026-11-03
UMB Private Wealth Management, LLC
6$4020.0%GrowthN/AKansas City, MO2026-10-19
DiNuzzo Private Wealth, Inc.
6$4020.0%ETFLowBeaver, PA2026-10-16
Gilpin Wealth Management, LLC
5$3350.0%GrowthLowDenver, CO2026-10-09
Assetmark, Inc
5$3350.0%ETFLowConcord, CA2026-10-21
Trium Capital LLP
4$2680.0%YieldVery HighLondon, United Kingdom2026-10-16
Financial Consulate, Inc
3$2010.0%ETFLowHunt Valley, MD2026-10-23
Davis Capital Management
2$1340.0%CoreLowJacksonville, FL2026-10-08
GK Wealth Management LLC
2$1340.0%GARPVery HighReno, NV2026-10-09
DecisionPoint Financial, LLC
1$680.0%ETFVery LowMesa, AZ2026-10-27
RHL Group, LLC
1$670.0%ETFVery HighHolly, MI2026-11-04