BayCom Ownership | Who Owns BayCom?
BayCom Ownership Summary
BayCom is owned by 62.47% institutional investors, 7.43% insiders, and 30.10% retail investors. Wellington management group llp is the largest institutional shareholder, holding 8.35% 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
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | BayCom | 62.47% | 7.43% | 30.10% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Regional Banks Stocks | 53.95% | 12.38% | 33.68% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Wellington management group llp | 930.50K | 8.35% | $24.97M |
| Blackrock | 931.50K | 8.08% | $18.96M |
| Blackrock funding, inc. /de | 877.37K | 7.97% | $24.31M |
| Royce & associates lp | 732.08K | 6.65% | $20.29M |
| Dimensional fund advisors lp | 615.79K | 5.52% | $16.53M |
| Vanguard group | 481.69K | 4.32% | $12.93M |
| Alliancebernstein | 434.80K | 3.90% | $11.67M |
| Manufacturers life insurance company, the | 412.13K | 3.70% | $11.06M |
| Geode capital management | 231.26K | 2.07% | $6.21M |
| Acadian asset management | 210.44K | 1.91% | $5.83M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Caldwell sutter capital | 82.43K | 1.05% | $2.28M |
| Woodward diversified capital | 30.00K | 0.40% | $862.50K |
| Royce & associates lp | 732.08K | 0.21% | $20.29M |
| Bridgeway capital management | 105.41K | 0.06% | $2.83M |
| Martingale asset management l p | 31.31K | 0.02% | $867.52K |
| Empowered funds | 40.76K | 0.01% | $1.13M |
| Hemington wealth management | 3.43K | 0.01% | $98.00K |
| Acadian asset management | 210.44K | 0.01% | $5.83M |
| Hotchkis & wiley capital management | 125.84K | 0.01% | $3.49M |
| Manufacturers life insurance company, the | 412.13K | 0.01% | $11.06M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | 930.50K | 0.00% | 273.13K |
| Royce & associates lp | 732.08K | 0.21% | 162.70K |
| Lsv asset management | 88.21K | 0.01% | 23.21K |
| Jpmorgan chase | 44.45K | 0.00% | 22.13K |
| Strs ohio | 21.70K | 0.00% | 20.00K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vanguard group | 481.69K | 0.00% | -186.55K |
| Fj capital management | - | - | -64.84K |
| Victory capital management | - | - | -64.47K |
| Blackrock funding, inc. /de | 877.37K | 0.00% | -56.67K |
| First trust advisors lp | - | - | -29.17K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Susquehanna group, llp | 7.66K | - | 7.66K | $205.62K |
| Allworth financial lp | 11.00 | - | 11.00 | $305.00 |
Sold Out
| Holder | Change |
|---|---|
| Stephens consulting | -1.00 |
| Nelson, van denburg & campbell wealth management group | -2.00 |
| Qube research | -7.00 |
| Capital performance advisors llp | -18.00 |
| Aspire private capital | -20.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 84 | -2.33% | 6,873,477 | 1.64% | 62 | 1.69% | 35 | -12.50% | 31 | 3.33% |
| Mar 31, 2025 | 3 | -96.39% | 67,418 | -98.99% | - | 0.02% | 2 | -96.08% | 1 | -94.12% |
| Dec 31, 2024 | 82 | 5.13% | 6,690,194 | 2.71% | 60 | 1.76% | 50 | 16.28% | 17 | -15.00% |
| Sep 30, 2024 | 78 | - | 6,513,700 | 0.85% | 58 | 1.77% | 43 | 16.22% | 20 | -31.03% |
| Jun 30, 2024 | 77 | 6.94% | 6,458,777 | -0.07% | 56 | 1.80% | 37 | 37.04% | 29 | -3.33% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 416.13K | 3.74% | - |
| Vanguard Total Stock Mkt Idx Inv | 346.18K | 3.16% | -5.29K |
| iShares Russell 2000 ETF | 288.17K | 2.64% | - |
| Royce Small-Cap Opportunity Invmt | 227.91K | 2.08% | 12.11K |
| JHancock Regional Bank A | 191.57K | 1.75% | - |
| FTGF RY US SmCp Opp A USD Dis(A) | 176.39K | 1.61% | 726.00 |
| JH Financial Opportunities | 173.87K | 1.59% | - |
| John Hancock Financial Opportunities Fund | 173.87K | 1.58% | - |
| Royce Micro Cap Trust | 153.74K | 1.41% | 153.74K |
| DFA US Small Cap Value I | 141.94K | 1.30% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 03, 2025 | Guarini George J. | President and CEO | Sell | $742.50K |
| Mar 13, 2023 | Guarini George J. | President and CEO | Buy | $1.89K |
| Mar 13, 2023 | Guarini George J. | President and CEO | Buy | $18.27K |
| Nov 10, 2022 | Laverne Robert G. | - | Sell | $196.50K |
| Sep 06, 2022 | Guarini George J. | President and CEO | Buy | $34.81K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | - |
| 2025 Q1 | - | 1 |
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2024 Q1 | - | - |
BCML Ownership FAQ
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