BayCom Ownership | Who Owns BayCom?


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BayCom Ownership Summary


BayCom is owned by 63.74% institutional investors, 7.45% insiders, and 28.81% retail investors. Wellington management group llp is the largest institutional shareholder, holding 9.35% 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
StockBayCom63.74%7.45%28.81%
SectorFinancial Services Stocks 746.79%13.83%-660.62%
IndustryRegional Banks Stocks38.12%12.89%48.99%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Wellington management group llp1.02M9.35%$30.28M
Blackrock funding, inc. /de926.78K8.50%$30.49M
Blackrock931.50K8.08%$18.96M
Royce & associates lp722.19K6.63%$21.47M
Vanguard group633.23K5.81%$18.62M
Dimensional fund advisors lp617.86K5.67%$18.37M
Alliancebernstein474.21K4.35%$13.94M
Manufacturers life insurance company, the368.51K3.38%$10.95M
Geode capital management251.41K2.31%$7.47M
State street213.19K1.95%$7.07M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Caldwell sutter capital80.01K0.99%$2.63M
Strategic value bank partners26.39K0.42%$784.53K
Woodward diversified capital15.00K0.22%$493.50K
Royce & associates lp722.19K0.21%$21.47M
Bridgeway capital management104.37K0.06%$3.10M
Saratoga research & investment management32.03K0.06%$1.05M
Hemington wealth management3.43K0.01%$98.00K
Martingale asset management l p16.57K0.01%$492.43K
Hotchkis & wiley capital management121.28K0.01%$3.61M
Empowered funds56.05K0.01%$1.67M

Top Buyers

HolderShares% AssetsChange
Blackrock funding, inc. /de926.78K0.00%78.63K
Vanguard fiduciary trust67.93K0.00%67.93K
Royce & associates lp722.19K0.21%67.14K
Victory capital management40.00K0.00%40.00K
Saratoga research & investment management32.03K0.06%32.03K

Top Sellers

HolderShares% AssetsChange
Ubs group6.83K--110.99K
Fj capital management---64.84K
Wellington management group llp1.02M0.01%-40.31K
Axecap investments---30.50K
Manufacturers life insurance company, the368.51K0.01%-29.37K

New Positions

HolderShares% AssetsChangeValue
Vanguard fiduciary trust67.93K0.00%67.93K$2.02M
Victory capital management40.00K0.00%40.00K$1.32M
Saratoga research & investment management32.03K0.06%32.03K$1.05M
Strategic value bank partners26.39K0.42%26.39K$784.53K
Curated wealth partners25.00K0.00%25.00K$29.12K

Sold Out

HolderChange
Stephens consulting-1.00
Nelson, van denburg & campbell wealth management group-2.00
Root financial partners-4.00
Qube research-7.00
Whittier trust co of nevada-17.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 2026981.03%6,945,797-1.26%631.53%4316.22%34-12.82%
Dec 31, 202526-70.79%922,746-86.87%80.21%7-83.33%9-66.67%
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%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard US Total Market Shares ETF416.13K3.74%-
Vanguard Morn Total Stk Mkt Idx Investor328.99K3.02%-71.98K
Vanguard Total Stock Mkt Idx Inv328.99K3.02%-71.98K
iShares Russell 2000 ETF293.24K2.69%-5.18K
FTGF RY US SmCp Opp A USD Dis(A)279.31K2.56%20.80K
Royce Small-Cap Opportunity Invmt260.46K2.39%21.55K
John Hancock Financial Opportunities Fund173.87K1.58%-
Avantis US Small Cap Value ETF162.99K1.49%950.00
Royce Micro-Cap Trust154.31K1.41%-3.05K
Royce Micro Cap Trust153.74K1.41%153.74K

Recent Insider Transactions


DateNameRoleActivityValue
Jul 31, 2026PERDUE MICHAEL J-Buy$150.85K
May 26, 2026PERDUE MICHAEL J-Buy$92.82K
May 22, 2026PERDUE MICHAEL J-Buy$61.88K
May 05, 2026Black William J Executive Vice ChairBuy$195.92K
May 06, 2026Black William J Executive Vice ChairBuy$802.31K

Insider Transactions Trends


DateBuySell
2026 Q3--
2026 Q24-
2026 Q1--
2025 Q3--
2025 Q1-1

BCML Ownership FAQ


Who Owns BayCom?

BayCom shareholders are primarily institutional investors at 63.74%, followed by 7.45% insiders and 28.81% retail investors. The average institutional ownership in BayCom's industry, Regional Banks Stocks, is 38.12%, which BayCom exceeds.

Who owns the most shares of BayCom?

BayCom’s largest shareholders are Wellington management group llp (1.02M shares, 9.35%), Blackrock funding, inc. /de (926.78K shares, 8.50%), and Blackrock (931.5K shares, 8.08%). Together, they hold 25.93% 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 80.01K BayCom shares, valued at 2.63M$.

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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