Banner Corporation

BANR • NASDAQ

Banner Corporation is a banks - regional company in the financial services sector on NASDAQ, led by Mark J. Grescovich, with a market cap of $2.3B. As of Q3 2025, 90% of shares are held by 221 institutional investors, with BlackRock, Inc. as the largest holder at 14.21%.

CEOMark J. Grescovich

Market Cap$2.3B

Banks - Regional

Financial Services

Employees3.9K

Websitebannerbank.com

Country

United States of America

Overview

Overview of institutional ownership in BANR as of Q3 2025 with a market cap of $2.3B

All Institutions

Institutions: 221
Value Held: $2.0B
Shares Held: 31.1M
Avg Position: $9.2M
Median Position: $589.0K

Hedge Funds

Hedge Funds: 20
Value Held: $107.6M
Shares Held: 1.6M
Avg Position: $5.4M
Median Position: $2.3M

Ownership Breakdown

Institutional (non-HF)

85.14%

$1.9B

Hedge Funds

4.75%

$107.6M

Retail & Other

10.11%

$229.0M

Based on market cap of $2.3B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in BANR as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BlackRock, Inc. Institution	-	$321.9M 0.01% of portfolio	14.21% 4.9M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$248.4M 0.00% of portfolio	10.97% 3.8M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$141.1M 0.03% of portfolio	6.23% 2.2M shares	≤ Q2 2013 Held for 12y 5m+	$466.32B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$118.3M 0.00% of portfolio	5.22% 1.8M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
VICTORY CAPITAL MANAGEMENT INC Long Only Manager	David Craig Brown CEO	$109.0M 0.07% of portfolio	4.81% 1.7M shares	Q1 2019 Held for 6y 8m	$158.22B
WELLINGTON MANAGEMENT CO LLP Long Only Manager	Jean Marie Hynes CEO	$96.2M 0.02% of portfolio	4.25% 1.5M shares	Q1 2022 Held for 3y 8m	$571.21B
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	Omar Aguilar Chavez CEO	$94.4M 0.02% of portfolio	4.17% 1.4M shares	≤ Q2 2013 Held for 12y 5m+	$620.51B
WESTWOOD HOLDINGS GROUP INC Institution	Brian O. Casey CEO	$75.5M 0.55% of portfolio	3.33% 1.2M shares	Q1 2023 Held for 2y 8m	$13.8B
M MANUFACTURERES LIFE INSURANCE CO Institution	-	$61.6M 0.05% of portfolio	2.72% 940.6K shares	≤ Q2 2013 Held for 12y 5m+	$120.17B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$55.4M 0.00% of portfolio	2.44% 845.0K shares	≤ Q2 2013 Held for 12y 5m+	$1.57T

Net Capital Flow

Institutional buying and selling activity for BANR in Q3 2025

Traded: −$26.4M
Buyers: 98
Sellers: 110
Total Bought: +$78.7M
Total Sold: −$105.1M
Avg Position: $8.2M

Biggest Buyers

Institution	Net Bought	Current Position
D DEPRINCE RACE & ZOLLO INC Long Only Manager	+$16.5M +251.9K shares	$16.5M 251.9K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	+$8.6M +131.1K shares	$11.4M 173.7K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	+$6.5M +99.7K shares	$19.4M 295.6K shares
GOLDMAN SACHS GROUP INC Institution	+$6.4M +97.1K shares	$14.9M 228.2K shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$5.6M +84.8K shares	$22.3M 340.2K shares
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC Long Only Manager	+$5.5M +84.3K shares	$46.5M 709.7K shares
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	+$4.6M +69.7K shares	$6.3M 96.4K shares
Q Qube Research & Technologies Ltd Institution	+$3.0M +45.9K shares	$3.0M 45.9K shares
WELLS FARGO & COMPANY/MN Institution	+$2.9M +44.9K shares	$4.8M 74.0K shares
ExodusPoint Capital Management, LP Hedge Fund•Multi-Strategy	+$1.9M +28.6K shares	$2.7M 41.3K shares

Biggest Sellers

Institution	Net Sold	Current Position
VICTORY CAPITAL MANAGEMENT INC Long Only Manager	−$19.5M −297.2K shares	$109.0M 1.7M shares
WELLINGTON MANAGEMENT CO LLP Long Only Manager	−$14.7M −224.4K shares	$96.2M 1.5M shares
Invesco Ltd. ETF Provider	−$9.6M −145.9K shares	$10.2M 155.0K shares
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	−$6.7M −101.6K shares	$3.8M 58.3K shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$5.7M −87.0K shares	$6.0M 91.3K shares
B BlackRock, Inc. Institution	−$5.2M −78.7K shares	$321.9M 4.9M shares
M MANUFACTURERES LIFE INSURANCE CO Institution	−$4.6M −70.7K shares	$61.6M 940.6K shares
CITIGROUP INC Institution	−$2.8M −42.9K shares	$3.9M 59.0K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$2.7M −41.8K shares	$1.5M 23.0K shares
S Sapience Investments, LLC Long Only Manager	−$2.5M −38.2K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited BANR in Q3 2025

New Positions: 8
New Value: $364.7K
Exited Positions: 24
Exited Value: $12.5M

New Positions

Institution	Position Value
Quantinno Capital Management LP Hedge Fund•Market Neutral	$314.2K 4.8K shares
S Salomon & Ludwin, LLC Institution	$18.6K 290.0 shares
Union Bankshares Corp Institution	$13.1K 200.0 shares
R Root Financial Partners, LLC RIA/Wealth	$7.3K 112.0 shares
Sontag Advisory, LLC RIA/Wealth	$7.0K 107.0 shares
Sunbelt Securities, Inc. RIA/Wealth	$2.6K 39.0 shares
O Optiver Holding B.V. Institution	$1.8K 28.0 shares
Cloud Capital Management, LLC RIA/Wealth	- 6.0 shares

Exited Positions

Institution	Previous Position
S Sapience Investments, LLC Long Only Manager	$2.5M 38.2K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$1.6M 24.7K shares
S Squarepoint Ops LLC Hedge Fund•Quant	$1.4M 21.2K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$1.3M 20.9K shares
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	$1.1M 17.4K shares
Trexquant Investment LP Hedge Fund•Quant	$679.2K 10.6K shares
Marshall Wace LLP Institution	$541.6K 8.4K shares
OCCUDO QUANTITATIVE STRATEGIES LP Hedge Fund•Market Neutral	$402.3K 6.3K shares
Mount Yale Investment Advisors, LLC RIA/Wealth	$361.6K 5.6K shares
M MQS Management LLC Hedge Fund•Global Macro	$356.2K 5.6K shares

Options Activity

Institutions with the largest Call and Put options positions in BANR as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with BANR as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Siena Capital Management, LLC Hedge Fund•Sector	Daniel Kanter President	2.39% $4.0M	0.18% 61.0K shares	Q2 2022 Held for 3y 5m	$167.0M
S Stieven Capital Advisors, L.P. Hedge Fund•Long/Short	Joseph Albert Stieven Managing Partner	2.22% $11.8M	0.52% 179.5K shares	Q4 2023 Held for 1y 11m	$530.5M
John W. Rosenthal Capital Management, Inc. Hedge Fund•Long/Short	John William Rosenthal CEO	2.01% $2.0M	0.09% 30.9K shares	Q3 2022 Held for 3y 2m	$100.8M
P Petiole USA ltd Institution	-	1.51% $2.2M	0.10% 33.3K shares	Q3 2023 Held for 2y 2m	$144.8M
B BASSWOOD CAPITAL MANAGEMENT, L.L.C. Hedge Fund•Long/Short	Bennett David Lindenbaum Managing Partner	1.02% $22.1M	0.97% 336.7K shares	Q1 2025 Held for 8 months	$2.2B
Phocas Financial Corp. Long Only Manager	William Franz Kim Schaff CEO	0.97% $7.4M	0.33% 113.7K shares	Q4 2021 Held for 3y 11m	$771.4M
Cascade Investment Advisors, Inc. RIA/Wealth	Michelle H Rand CCO	0.90% $1.5M	0.07% 22.6K shares	Q3 2021 Held for 4y 2m	$165.1M
CALDWELL SUTTER CAPITAL, INC. RIA/Wealth	John Caldwell Helmer Founder	0.83% $1.9M	0.09% 29.5K shares	Q1 2023 Held for 2y 8m	$234.1M
Aristotle Capital Boston, LLC Long Only Manager	David Michael Adams CEO	0.81% $15.8M	0.70% 240.7K shares	Q1 2017 Held for 8y 8m	$2.0B
Sippican Capital Adivsors RIA/Wealth	Gordon Chester Barrett Managing Partner	0.55% $816.9K	0.04% 12.5K shares	Q3 2014 Held for 11y 2m	$148.1M