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Cambridge Bancorp

CUSIP: 132152109 | 257 institutional holders

Quarters

Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023
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Institutional Holders — Q2 2024

BlackRock, Inc.610,916
0.0% of portfolio›$42.2M
Vanguard Group Inc400,935
0.0% of portfolio›$27.7M
Dimensional Fund Advisors LP270,411
0.0% of portfolio›$18.7M
Wellington Management Group LLP268,856
0.0% of portfolio›$18.6M
Gardner Lewis Asset Management L P264,640
5.0% of portfolio›$18.3M
Endeavour Capital Advisors Inc218,293
5.2% of portfolio›$15.1M
Geode Capital Management, LLC177,267
0.0% of portfolio›$12.2M
State Street Corp176,529
0.0% of portfolio›$12.2M
Hotchkis & Wiley Capital Management LLC139,530
0.0% of portfolio›$9.6M
Alliancebernstein L.P.134,696
0.0% of portfolio›$9.3M
Polaris Capital Management, LLC112,827
0.4% of portfolio›$7.8M
American Century Companies Inc110,053
0.0% of portfolio›$7.6M
Millennium Management LLC101,504
0.0% of portfolio›$7.0M
ProShare Advisors LLC101,413
0.0% of portfolio›$7.0M
Qube Research & Technologies Ltd85,945
0.0% of portfolio›$5.9M
Prelude Capital Management, LLC71,124
0.3% of portfolio›$4.9M
Banc Funds Co LLC71,044
0.6% of portfolio›$4.9M
Northern Trust Corp69,356
0.0% of portfolio›$4.8M
CSS LLC50,896
0.2% of portfolio›$3.5M
Citigroup Inc49,076
0.0% of portfolio›$3.4M
Magnetar Financial LLC45,732
0.1% of portfolio›$3.2M
Skandinaviska Enskilda Banken AB (publ)44,406
0.0% of portfolio›$3.1M
Bank of New York Mellon Corp43,402
0.0% of portfolio›$3.0M
Omers Administration Corp35,219
0.0% of portfolio›$2.4M
Yakira Capital Management, Inc.35,094
0.9% of portfolio›$2.4M
Morgan Stanley32,992
0.0% of portfolio›$2.3M
Focus Partners Wealth28,490
0.0% of portfolio›$2.0K
Walleye Capital LLC28,087
0.0% of portfolio›$1.9M
Sentinel Pension Advisors, LLC27,826
0.4% of portfolio›$1.9M
Nuveen Asset Management, LLC27,043
0.0% of portfolio›$1.9M
Brown Advisory Inc25,588
0.0% of portfolio›$1.8M
Commonwealth Equity Services, LLC23,063
0.0% of portfolio›$1.6K
Royal Bank of Canada21,567
0.0% of portfolio›$1.5M
Invesco Ltd.20,736
0.0% of portfolio›$1.4M
Northeast Investment Management20,566
0.1% of portfolio›$1.4M
US Bancorp \de\20,210
0.0% of portfolio›$1.4M
Versor Investments LP20,121
0.3% of portfolio›$1.4M
Bank of America Corp19,405
0.0% of portfolio›$1.3M
Bank of Montreal18,876
0.0% of portfolio›$1.3M
Bridgeway Capital Management, LLC18,000
0.0% of portfolio›$1.2M
Ameriprise Financial Inc16,600
0.0% of portfolio›$1.1M
Goldman Sachs Group Inc16,137
0.0% of portfolio›$1.1M
New York State Common Retirement Fund15,564
0.0% of portfolio›$1.1M
Swiss National Bank14,662
0.0% of portfolio›$1.0M
Deutsche Bank Ag\12,287
0.0% of portfolio›$847.8K
Rhumbline Advisers11,736
0.0% of portfolio›$809.8K
Paloma Partners Management Co11,577
0.0% of portfolio›$798.8K
Squarepoint Ops LLC11,029
0.0% of portfolio›$761.0K
Aureus Asset Management, LLC10,857
0.1% of portfolio›$749.1K
Sippican Capital Advisors9,754
0.5% of portfolio›$673.0K
Renaissance Technologies LLC9,441
0.0% of portfolio›$651.4K
Tidal Investments LLC9,365
0.0% of portfolio›$646.2K
Jane Street Group, LLC9,300
0.0% of portfolio›$641.7K
JPMorgan Chase & Co8,524
0.0% of portfolio›$588.2K
Boston Financial Mangement Inc7,972
0.0% of portfolio›$550.1K
Aristides Capital LLC7,800
0.2% of portfolio›$538.2K
Guggenheim Capital LLC7,743
0.0% of portfolio›$534.3K
UBS Asset Management Americas LLC7,664
0.0% of portfolio›$528.8K
California State Teachers Retirement System7,281
0.0% of portfolio›$502.4K
Creative Planning7,198
0.0% of portfolio›$496.7K
Crestwood Advisors Group, LLC7,001
0.0% of portfolio›$483.1K
Baldwin Wealth Partners LLC6,811
0.0% of portfolio›$470.0K
M&T Bank Corp6,083
0.0% of portfolio›$419.7K
Legal & General Group Plc5,939
0.0% of portfolio›$409.8K
Tower Research Capital LLC (TRC)5,869
0.0% of portfolio›$405.0K
Boston Family Office LLC5,767
0.0% of portfolio›$398
Williams Jones Wealth Management, Llc.5,550
0.0% of portfolio›$383.0K
Howland Capital Management LLC5,519
0.0% of portfolio›$380.8K
Savant Capital, LLC5,375
0.0% of portfolio›$370.9K
UBS Group AG5,326
0.0% of portfolio›$367.5K
Flputnam Investment Management Co5,128
0.0% of portfolio›$353.8K
SEI Investments Co5,068
0.0% of portfolio›$349.7K
Gamco Investors, Inc. ET AL5,000
0.0% of portfolio›$345.0K
Citadel Advisors LLC4,849
0.0% of portfolio›$334.6K
MetLife Investment Management, LLC4,449
0.0% of portfolio›$307.0K
Two Sigma Investments, LP4,261
0.0% of portfolio›$294.0K
Corebridge Financial, Inc.4,075
0.0% of portfolio›$281.2K
Kitching Partners, LLC3,933
0.5% of portfolio›$271.4K
Olympiad Research LP3,853
0.2% of portfolio›$265.9K
Trium Capital LLP3,847
0.0% of portfolio›$266
Henderson Group PLC3,751
0.0% of portfolio›$258.5K
S&CO Inc3,723
0.0% of portfolio›$256
Enterprise Bank & Trust Co3,648
0.1% of portfolio›$251.7K
LMR Partners LLP3,596
0.0% of portfolio›$248.1K
Moors & Cabot, Inc.3,475
0.0% of portfolio›$239.8K
Wells Fargo & Company3,449
0.0% of portfolio›$238.0K
Mirae Asset Global Etfs Holdings Ltd.3,254
0.0% of portfolio›$224.5K
Plante Moran Financial Advisors, LLC3,165
0.0% of portfolio›$218.4K
Kingsview Wealth Management, LLC3,150
0.0% of portfolio›$217.4K
Cerity Partners LLC3,084
0.0% of portfolio›$212.8K
SeaCrest Wealth Management, LLC3,083
0.0% of portfolio›$212.7K
Fiduciary Trust Co3,000
0.0% of portfolio›$207.0K
Dempze Nancy E3,000
0.1% of portfolio›$207.0K
Voya Investment Management LLC2,964
0.0% of portfolio›$204.5K
Manufacturers Life Insurance Company, the2,929
0.0% of portfolio›$202.1K
Barclays PLC2,727
0.0% of portfolio›$188.2K
PNC Financial Services Group, Inc.2,405
0.0% of portfolio›$165.9K
Mascoma Wealth Management LLC2,000
0.0% of portfolio›$138.0K
Quadrant Capital Group LLC1,764
0.0% of portfolio›$121.7K
Russell Investments Group, Ltd.1,749
0.0% of portfolio›$120.7K
SG Americas Securities, LLC1,579
0.0% of portfolio›$109
BNP Paribas Financial Markets1,522
0.0% of portfolio›$105.0K
Longfellow Investment Management Co LLC1,080
0.0% of portfolio›$74.5K
CWM, LLC1,013
0.0% of portfolio›$70
Family Firm, Inc.880
0.0% of portfolio›$60.7K
Loring Wolcott & Coolidge Fiduciary Advisors LLP805
0.0% of portfolio›$59.2K
Ameritas Investment Partners, Inc.750
0.0% of portfolio›$51.8K
Canada Life Assurance Co730
0.0% of portfolio›$50
FMR LLC723
0.0% of portfolio›$49.9K
Trust Co of Vermont500
0.0% of portfolio›$34.5K
Tortoise Investment Management, LLC500
0.0% of portfolio›$34.5K
Atlantic Trust Group, LLC400
0.0% of portfolio›$27.2K
PFS Partners, LLC394
0.0% of portfolio›$27.2K
Lindbrook Capital, LLC349
0.0% of portfolio›$24.1K
Parallel Advisors, LLC343
0.0% of portfolio›$23.7K
Amalgamated Bank267
0.0% of portfolio›$18
Signaturefd, LLC177
0.0% of portfolio›$12.2K
Smartleaf Asset Management LLC15
0.0% of portfolio›$1.0K
Nisa Investment Advisors, LLC9
0.0% of portfolio›$621
Gamma Investing LLC6
0.0% of portfolio›$414
Arax Advisory Partners1
0.0% of portfolio›$69
Covestor Ltd1
0.0% of portfolio›$0
Proequities, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
BlackRock, Inc.
610,916$42.2M0.0%IndexVery LowNew York, NY2024-08-13
Vanguard Group Inc
400,935$27.7M0.0%N/AN/AValley Forge, PA2024-08-13
Dimensional Fund Advisors LP
270,411$18.7M0.0%IndexLowAustin, TX2024-08-09
Wellington Management Group LLP
268,856$18.6M0.0%CoreMediumBoston, MA2024-08-14
Gardner Lewis Asset Management L P
264,640$18.3M5.0%CoreVery HighChadds Ford, PA2024-08-12
Endeavour Capital Advisors Inc
218,293$15.1M5.2%Deep ValueMediumGreenwich, CT2024-08-14
Geode Capital Management, LLC
177,267$12.2M0.0%IndexVery LowBoston, MA2024-08-09
State Street Corp
176,529$12.2M0.0%IndexVery LowBoston, MA2024-08-14
Hotchkis & Wiley Capital Management LLC
139,530$9.6M0.0%Deep ValueMediumLos Angeles, CA2024-08-14
Alliancebernstein L.P.
134,696$9.3M0.0%GrowthMediumNashville, TN2024-08-14
Polaris Capital Management, LLC
112,827$7.8M0.4%Deep ValueLowBoston, MA2024-07-26
American Century Companies Inc
110,053$7.6M0.0%GARPMediumKansas City, MO2024-08-07
Millennium Management LLC
101,504$7.0M0.0%CoreVery HighNew York, NY2024-08-14
ProShare Advisors LLC
101,413$7.0M0.0%GrowthLowBethesda, MD2024-08-13
Qube Research & Technologies Ltd
85,945$5.9M0.0%ValueVery HighLondon, United Kingdom2024-08-14
Prelude Capital Management, LLC
71,124$4.9M0.3%Deep ValueVery HighNew York, NY2024-08-14
Banc Funds Co LLC
71,044$4.9M0.6%Deep ValueLowChicago, IL2024-08-14
Northern Trust Corp
69,356$4.8M0.0%IndexVery LowChicago, IL2024-08-14
CSS LLC
50,896$3.5M0.2%Deep ValueHighChicago, IL2024-08-14
Citigroup Inc
49,076$3.4M0.0%CoreMediumNew York, NY2024-08-12
Magnetar Financial LLC
45,732$3.2M0.1%MomentumHighEvanston, IL2024-08-14
Skandinaviska Enskilda Banken AB (publ)
44,406$3.1M0.0%GrowthLowStockholm, Sweden2024-08-13
Bank of New York Mellon Corp
43,402$3.0M0.0%CoreLowNew York, NY2024-07-25
Omers Administration Corp
35,219$2.4M0.0%CoreHighToronto, Australia2024-08-13
Yakira Capital Management, Inc.
35,094$2.4M0.9%YieldVery HighWestport, CT2024-08-13
Morgan Stanley
32,992$2.3M0.0%CoreLowNew York, NY2025-05-14
Focus Partners Wealth
28,490$2.0K0.0%CoreLowSt Louis, MO2024-08-15
Walleye Capital LLC
28,087$1.9M0.0%CoreVery HighNew York, NY2024-08-14
Sentinel Pension Advisors, LLC
27,826$1.9M0.4%ETFLowWakefield, MA2024-07-12
Nuveen Asset Management, LLC
27,043$1.9M0.0%GrowthLowChicago, IL2024-08-09
Brown Advisory Inc
25,588$1.8M0.0%CoreMediumBaltimore, MD2024-08-14
Commonwealth Equity Services, LLC
23,063$1.6K0.0%ETFLowWaltham, MA2024-07-31
Royal Bank of Canada
21,567$1.5M0.0%CoreLowToronto, Australia2024-11-06
Invesco Ltd.
20,736$1.4M0.0%GrowthLowAtlanta, GA2024-08-13
Northeast Investment Management
20,566$1.4M0.1%GrowthVery LowBoston, MA2024-07-26
US Bancorp \de\
20,210$1.4M0.0%IndexLowMinneapolis, MN2024-08-07
Versor Investments LP
20,121$1.4M0.3%ValueVery HighNew York, NY2024-08-01
Bank of America Corp
19,405$1.3M0.0%CoreLowCharlotte, NC2024-08-14
Bank of Montreal
18,876$1.3M0.0%CoreLowToronto, Australia2024-08-14
Bridgeway Capital Management, LLC
18,000$1.2M0.0%Deep ValueMediumHouston, TX2024-08-14
Ameriprise Financial Inc
16,600$1.1M0.0%CoreMediumMinneapolis, MN2024-08-14
Goldman Sachs Group Inc
16,137$1.1M0.0%CoreMediumNew York, NY2024-08-13
New York State Common Retirement Fund
15,564$1.1M0.0%IndexLowAlbany, NY2025-10-08
Swiss National Bank
14,662$1.0M0.0%IndexVery LowZurich, Switzerland2024-08-08
Deutsche Bank Ag\
12,287$847.8K0.0%CoreMediumFrankfurt Am Main, Hong Kong2025-06-12
Rhumbline Advisers
11,736$809.8K0.0%IndexVery LowBoston, MA2024-08-01
Paloma Partners Management Co
11,577$798.8K0.0%GARPVery HighGreenwich, CT2024-08-14
Squarepoint Ops LLC
11,029$761.0K0.0%GARPVery HighNew York, NY2024-08-14
Aureus Asset Management, LLC
10,857$749.1K0.1%CoreMediumBoston, MA2024-08-13
Sippican Capital Advisors
9,754$673.0K0.5%ValueLowBoston, MA2024-08-06
Renaissance Technologies LLC
9,441$651.4K0.0%CoreHighNew York, NY2024-08-09
Tidal Investments LLC
9,365$646.2K0.0%GrowthMediumMilwaukee, WI2024-08-14
Jane Street Group, LLC
9,300$641.7K0.0%CoreVery HighNew York, NY2024-08-15
JPMorgan Chase & Co
8,524$588.2K0.0%GrowthMediumNew York, NY2024-12-26
Boston Financial Mangement Inc
7,972$550.1K0.0%GrowthVery LowBoston, MA2024-07-30
Aristides Capital LLC
7,800$538.2K0.2%ValueHighLouisville, KY2024-08-23
Guggenheim Capital LLC
7,743$534.3K0.0%CoreLowChicago, IL2024-08-14
UBS Asset Management Americas LLC
7,664$528.8K0.0%GrowthLowNew York, NY2024-08-14
California State Teachers Retirement System
7,281$502.4K0.0%IndexVery LowWest Sacramento, CA2025-04-08
Creative Planning
7,198$496.7K0.0%IndexVery LowOverland Park, KS2024-08-15
Crestwood Advisors Group, LLC
7,001$483.1K0.0%GrowthLowBoston, MA2024-08-01
Baldwin Wealth Partners LLC
6,811$470.0K0.0%GrowthLowMarion, MA2024-07-12
M&T Bank Corp
6,083$419.7K0.0%IndexVery LowBuffalo, NY2024-07-31
Legal & General Group Plc
5,939$409.8K0.0%IndexVery LowLondon, United Kingdom2025-05-29
Tower Research Capital LLC (TRC)
5,869$405.0K0.0%GARPVery HighNew York, NY2024-08-13
Boston Family Office LLC
5,767$3980.0%CoreLowBoston, MA2024-08-12
Williams Jones Wealth Management, Llc.
5,550$383.0K0.0%GrowthLowNew York, NY2024-08-05
Howland Capital Management LLC
5,519$380.8K0.0%CoreLowBoston, MA2024-08-12
Savant Capital, LLC
5,375$370.9K0.0%IndexVery LowRockford, IL2024-08-05
UBS Group AG
5,326$367.5K0.0%CoreMediumZurich, Switzerland2024-08-14
Flputnam Investment Management Co
5,128$353.8K0.0%GrowthLowPortland, ME2024-08-14
SEI Investments Co
5,068$349.7K0.0%GARPLowOaks, PA2024-08-13
Gamco Investors, Inc. ET AL
5,000$345.0K0.0%ValueLowGreenwich, CT2024-08-13
Citadel Advisors LLC
4,849$334.6K0.0%CoreVery HighMiami, FL2024-08-14
MetLife Investment Management, LLC
4,449$307.0K0.0%CoreLowWhippany, NJ2024-08-13
Two Sigma Investments, LP
4,261$294.0K0.0%ValueHighNew York, NY2024-08-14
Corebridge Financial, Inc.
4,075$281.2K0.0%Deep ValueVery LowHouston, TX2024-08-14
Kitching Partners, LLC
3,933$271.4K0.5%ETFLowConshohocken, PA2024-08-15
Olympiad Research LP
3,853$265.9K0.2%Deep ValueVery HighStamford, CT2024-08-12
Trium Capital LLP
3,847$2660.0%YieldVery HighLondon, United Kingdom2024-08-06
Henderson Group PLC
3,751$258.5K0.0%N/AN/ALondon, United Kingdom2024-08-14
S&CO Inc
3,723$2560.0%CoreLowBoston, MA2024-08-08
Enterprise Bank & Trust Co
3,648$251.7K0.1%GrowthVery LowLowell, MA2024-07-10
LMR Partners LLP
3,596$248.1K0.0%GARPVery HighLondon, United Kingdom2024-08-14
Moors & Cabot, Inc.
3,475$239.8K0.0%CoreLowBoston, MA2024-08-09
Wells Fargo & Company
3,449$238.0K0.0%CoreLowSan Francisco, CA2024-08-13
Mirae Asset Global Etfs Holdings Ltd.
3,254$224.5K0.0%CoreLowCauseway Bay, South Korea2024-08-14
Plante Moran Financial Advisors, LLC
3,165$218.4K0.0%ETFVery LowSouthfield, MI2024-08-12
Kingsview Wealth Management, LLC
3,150$217.4K0.0%ETFMediumGrants Pass, OR2024-08-14
Cerity Partners LLC
3,084$212.8K0.0%IndexLowNew York, NY2024-08-13
SeaCrest Wealth Management, LLC
3,083$212.7K0.0%GrowthLowPurchase, NY2024-07-22
Fiduciary Trust Co
3,000$207.0K0.0%CoreVery LowBoston, MA2024-08-14
Dempze Nancy E
3,000$207.0K0.1%GrowthLowBoston, MA2024-08-12
Voya Investment Management LLC
2,964$204.5K0.0%GrowthMediumAtlanta, GA2025-02-07
Manufacturers Life Insurance Company, the
2,929$202.1K0.0%GARPMediumToronto, Australia2024-08-14
Barclays PLC
2,727$188.2K0.0%CoreMediumLondon, United Kingdom2026-03-23
PNC Financial Services Group, Inc.
2,405$165.9K0.0%GrowthVery LowPittsburgh, PA2024-08-09
Mascoma Wealth Management LLC
2,000$138.0K0.0%ETFVery LowHanover, NH2024-08-02
Quadrant Capital Group LLC
1,764$121.7K0.0%CoreLowCincinnati, OH2024-08-12
Russell Investments Group, Ltd.
1,749$120.7K0.0%CoreLowSeattle, WA2024-08-08
SG Americas Securities, LLC
1,579$1090.0%GrowthHighNew York, NY2024-07-12
BNP Paribas Financial Markets
1,522$105.0K0.0%CoreMediumParis, India2024-08-13
Longfellow Investment Management Co LLC
1,080$74.5K0.0%YieldMediumBoston, MA2024-08-07
CWM, LLC
1,013$700.0%GrowthVery LowOmaha, NE2024-07-10
Family Firm, Inc.
880$60.7K0.0%N/AN/ABethesda, MD2024-07-24
Loring Wolcott & Coolidge Fiduciary Advisors LLP
805$59.2K0.0%GrowthVery LowBoston, MA2024-07-17
Ameritas Investment Partners, Inc.
750$51.8K0.0%CoreLowLincoln, NE2024-08-13
Canada Life Assurance Co
730$500.0%IndexVery LowWinnipeg, Argentina2024-08-12
FMR LLC
723$49.9K0.0%GrowthMediumBoston, MA2026-11-05
Trust Co of Vermont
500$34.5K0.0%CoreVery LowBrattleboro, VT2024-07-09
Tortoise Investment Management, LLC
500$34.5K0.0%ETFLowWhite Plains, NY2025-08-07
Atlantic Trust Group, LLC
400$27.2K0.0%N/AN/AAtlanta, 2Q2024-08-09
PFS Partners, LLC
394$27.2K0.0%ETFVery LowMine Hill, NJ2024-07-25
Lindbrook Capital, LLC
349$24.1K0.0%GrowthVery LowCalabasas, United Kingdom2024-07-31
Parallel Advisors, LLC
343$23.7K0.0%IndexLowSan Francisco, CA2024-08-08
Amalgamated Bank
267$180.0%CoreVery LowNew York, NY2024-08-12
Signaturefd, LLC
177$12.2K0.0%IndexLowAtlanta, GA2024-07-29
Smartleaf Asset Management LLC
15$1.0K0.0%IndexVery LowBoston, MA2024-10-08
Nisa Investment Advisors, LLC
9$6210.0%IndexVery LowSt. Louis, MO2024-07-19
Gamma Investing LLC
6$4140.0%IndexVery LowFoster City, CA2024-07-02
Arax Advisory Partners
1$690.0%CoreHighNew York, NY2024-08-06
Covestor Ltd
1$00.0%ValueHighLondon, United Kingdom2024-08-09
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2024-07-23