Castellum Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 01/29/2026 | 3.47 M | $3.14 M | 171.79% | 3.87% |
| UBS GROUP AG | 01/29/2026 | 2.16 M | $1.95 M | 9,794.67% | 2.40% |
| ESSEX INVESTMENT MANAGEMENT CO LLC | 02/13/2026 | 2.11 M | $1.91 M | -1.84% | 2.36% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 773.72 K | $699.02 K | 6.94% | 0.86% |
| MERIDIAN WEALTH MANAGEMENT, LLC | 02/04/2026 | 745.15 K | $673.02 K | 8.84% | 0.83% |
| LEGATO CAPITAL MANAGEMENT LLC | 02/06/2026 | 680.95 K | $615.03 K | 9.58% | 0.76% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 353.53 K | $319.31 K | -4.10% | 0.39% |
| JANE STREET GROUP, LLC | 02/12/2026 | 343.84 K | $310.56 K | 2.42% | 0.38% |
| SEI INVESTMENTS CO | 02/13/2026 | 333.07 K | $300.83 K | 100.00% | 0.37% |
| STATE STREET CORP | 02/13/2026 | 303.90 K | $274.48 K | 0.00% | 0.34% |
| BLACKROCK, INC. | 02/12/2026 | 265.49 K | $239.79 K | 0.00% | 0.30% |
| SAVVY ADVISORS, INC. | 01/20/2026 | 221.80 K | $200.33 K | -2.29% | 0.25% |
| QUADRATURE CAPITAL LTD | 02/17/2026 | 217.47 K | $196.42 K | 290.30% | 0.24% |
| NORTHERN TRUST CORP | 02/17/2026 | 210.61 K | $190.22 K | 49.92% | 0.23% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 102.56 K | $92.63 K | 479.71% | 0.11% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 100.00 K | $90.32 K | -71.43% | 0.11% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/17/2026 | 94.79 K | $85.62 K | 0.00% | 0.11% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 75.38 K | $68.09 K | -2.81% | 0.08% |
| ALMANACK INVESTMENT PARTNERS, LLC. | 01/29/2026 | 50.00 K | $45.16 K | 0.00% | 0.06% |
| INSPIRE ADVISORS, LLC | 02/13/2026 | 41.70 K | $37.66 K | 100.00% | 0.05% |
| POINT72 ASSET MANAGEMENT, L.P. | 02/17/2026 | 34.67 K | $31.31 K | 100.00% | 0.04% |
| PATHSTONE HOLDINGS, LLC | 02/13/2026 | 31.18 K | $28.16 K | 0.00% | 0.03% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 01/29/2026 | 27.25 K | $24.61 K | 0.00% | 0.03% |
| CITIGROUP INC | 02/13/2026 | 26.83 K | $24.23 K | -7.41% | 0.03% |
| SQUAREPOINT OPS LLC | 02/13/2026 | 26.78 K | $24.19 K | 100.00% | 0.03% |
| ROYAL BANK OF CANADA | 02/17/2026 | 22.00 K | $20.00 K | 100.00% | 0.02% |
| CREATIVE PLANNING | 02/17/2026 | 20.00 K | $18.06 K | 100.00% | 0.02% |
| CENTIVA CAPITAL, LP | 02/13/2026 | 19.41 K | $17.53 K | -84.12% | 0.02% |
| PKS ADVISORY SERVICES, LLC | 02/02/2026 | 18.93 K | $17.10 K | -55.16% | 0.02% |
| VIRTU FINANCIAL LLC | 02/23/2026 | 16.80 K | $15.00 K | 100.00% | 0.02% |
| GLOBAL RETIREMENT PARTNERS, LLC | 02/06/2026 | 16.44 K | $14.85 K | 0.00% | 0.02% |
| RONALD BLUE TRUST, INC. | 01/16/2026 | 14.72 K | $13.30 K | 0.00% | 0.02% |
| REVISOR WEALTH MANAGEMENT LLC | 01/27/2026 | 12.92 K | $12.33 K | -27.98% | 0.01% |
| INDEPENDENT ADVISOR ALLIANCE | 02/04/2026 | 12.84 K | $11.59 K | -19.48% | 0.01% |
| INSCRIPTION CAPITAL, LLC | 01/29/2026 | 12.50 K | $11.29 K | 0.00% | 0.01% |
| WELCH GROUP, LLC | 01/26/2026 | 10.00 K | $9.03 K | 100.00% | 0.01% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 6.17 K | $5.57 K | 1,133.20% | 0.01% |
| STRENGTHENING FAMILIES & COMMUNITIES, LLC | 02/03/2026 | 3.00 K | $2.71 K | 100.00% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/17/2026 | 2.97 K | $2.69 K | -67.09% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 866 | $782 | 26.79% | 0.00% |
| JPMORGAN CHASE & CO | 02/11/2026 | 0 | $0 | -100.00% | 0.00% |
| MORGAN STANLEY | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
| TWO SIGMA SECURITIES, LLC | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| TCFG WEALTH MANAGEMENT, LLC | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
| BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
| XTX TOPCO LTD | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| GK WEALTH MANAGEMENT LLC | 01/05/2026 | 0 | $0 | -100.00% | 0.00% |
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Castellum Inc institutional Ownership - FAQ's
During the previous two years, 53 institutional investors and hedge funds held shares of Castellum Inc. The most heavily invested institutionals were:
UBS Group AG: 153,529
Almanack Investment Partners, LLC.: 50,000
KESTRA PRIVATE WEALTH SERVICES, LLC: 27,250
CAPITAL ADVISORS INC/OK: 22,000
Ground Swell Capital, LLC: 21,090
Ronald Blue Trust, Inc.: 14,724
14.47% of Castellum Inc stock is owned by institutional investors.
Institutional investors have bought a total of 11.13 M shares in the last 24 months. This purchase volume represents approximately $9.79 M in transactions.