Castellum, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ESSEX INVESTMENT MANAGEMENT CO LLC | 11/06/2025 | 2.15 M | $2.35 M | 3.02% | 2.47% |
| VANGUARD GROUP INC | 11/07/2025 | 1.28 M | $1.39 M | 21.48% | 1.47% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 723.53 K | $788.89 K | 20.75% | 0.83% |
| MERIDIAN WEALTH MANAGEMENT, LLC | 11/04/2025 | 684.60 K | $746.21 K | 10.99% | 0.79% |
| LEGATO CAPITAL MANAGEMENT LLC | 11/12/2025 | 621.41 K | $677.34 K | 0.00% | 0.71% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 368.63 K | $401.81 K | 100.00% | 0.42% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 350.00 K | $381.50 K | -30.00% | 0.40% |
| JANE STREET GROUP, LLC | 11/14/2025 | 335.70 K | $365.92 K | 72.39% | 0.39% |
| STATE STREET CORP | 11/14/2025 | 303.90 K | $331.25 K | 94.81% | 0.35% |
| BLACKROCK, INC. | 11/12/2025 | 265.49 K | $289.38 K | 108.35% | 0.30% |
| SAVVY ADVISORS, INC. | 11/06/2025 | 227.00 K | $247.43 K | 18.79% | 0.26% |
| XTX TOPCO LTD | 11/14/2025 | 204.72 K | $223.14 K | 50.75% | 0.23% |
| NORTHERN TRUST CORP | 11/14/2025 | 140.48 K | $153.13 K | 49.26% | 0.16% |
| CENTIVA CAPITAL, LP | 11/14/2025 | 122.23 K | $133.23 K | 100.00% | 0.14% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2025 | 94.79 K | $103.33 K | 100.00% | 0.11% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 77.57 K | $84.55 K | 135.07% | 0.09% |
| MORGAN STANLEY | 11/14/2025 | 73.71 K | $80.35 K | 100.00% | 0.08% |
| QUADRATURE CAPITAL LTD | 11/13/2025 | 55.72 K | $60.46 K | 164.21% | 0.06% |
| ALMANACK INVESTMENT PARTNERS, LLC. | 10/22/2025 | 50.00 K | $54.50 K | 0.00% | 0.06% |
| PKS ADVISORY SERVICES, LLC | 11/12/2025 | 42.22 K | $46.02 K | 0.00% | 0.05% |
| PATHSTONE HOLDINGS, LLC | 11/13/2025 | 31.18 K | $33.99 K | 99.99% | 0.04% |
| CITIGROUP INC | 11/10/2025 | 28.98 K | $31.59 K | -8.38% | 0.03% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 11/17/2025 | 27.25 K | $29.70 K | 0.00% | 0.03% |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 11/14/2025 | 26.27 K | $28.63 K | -72.10% | 0.03% |
| TWO SIGMA SECURITIES, LLC | 11/14/2025 | 25.74 K | $28.06 K | 100.00% | 0.03% |
| UBS GROUP AG | 11/13/2025 | 21.78 K | $23.74 K | 28,559.21% | 0.03% |
| REVISOR WEALTH MANAGEMENT LLC | 10/15/2025 | 17.94 K | $18.84 K | 100.00% | 0.02% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 17.69 K | $19.28 K | -0.11% | 0.02% |
| GLOBAL RETIREMENT PARTNERS, LLC | 10/21/2025 | 16.44 K | $17.92 K | 241.63% | 0.02% |
| INDEPENDENT ADVISOR ALLIANCE | 11/04/2025 | 15.94 K | $17.38 K | 100.00% | 0.02% |
| TCFG WEALTH MANAGEMENT, LLC | 11/21/2025 | 15.60 K | $17.00 K | 100.00% | 0.02% |
| GK WEALTH MANAGEMENT LLC | 11/06/2025 | 15.20 K | $16.57 K | 100.00% | 0.02% |
| RONALD BLUE TRUST, INC. | 10/16/2025 | 14.72 K | $16.05 K | 0.00% | 0.02% |
| BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS | 10/24/2025 | 12.63 K | $13.77 K | 100.00% | 0.01% |
| INSCRIPTION CAPITAL, LLC | 10/29/2025 | 12.50 K | $13.63 K | 0.00% | 0.01% |
| NEW CENTURY FINANCIAL GROUP, LLC | 10/22/2025 | 12.00 K | $13.08 K | 0.00% | 0.01% |
| CREATIVE PLANNING | 11/14/2025 | 10.00 K | $10.90 K | 0.00% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2025 | 9.03 K | $9.85 K | 100.00% | 0.01% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 683 | $744 | 15.96% | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 11/04/2025 | 500 | $570 | 100.00% | 0.00% |
| POINT72 (DIFC) LTD | 11/14/2025 | 309 | $337 | 100.00% | 0.00% |
| JPMORGAN CHASE & CO | 11/26/2025 | 31 | $34 | 100.00% | 0.00% |
| HRT FINANCIAL LP | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| VIRTU FINANCIAL LLC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| SUNBELT SECURITIES, INC. | 11/19/2025 | 0 | $0 | -100.00% | 0.00% |
| SQUAREPOINT OPS LLC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| STRENGTHENING FAMILIES & COMMUNITIES, LLC | 11/04/2025 | 0 | $0 | -100.00% | 0.00% |
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Castellum, Inc. institutional Ownership - FAQ's
During the previous two years, 49 institutional investors and hedge funds held shares of Castellum, Inc.. The most heavily invested institutionals were:
ESSEX INVESTMENT MANAGEMENT CO LLC: 2.15 M
VANGUARD GROUP INC: 1.28 M
GEODE CAPITAL MANAGEMENT, LLC: 723,527
Meridian Wealth Management, LLC: 684,600
Legato Capital Management LLC: 621,409
GOLDMAN SACHS GROUP INC: 368,632
9.76% of Castellum, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 8.53 M shares in the last 24 months. This purchase volume represents approximately $9.00 M in transactions.