Castellum Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 05/15/2026 | 3.08 M | $1.82 M | 100.00% | 3.25% | |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 944.90 K | $557.15 K | 22.12% | 1.00% |
| MERIDIAN WEALTH MANAGEMENT, LLC | 05/06/2026 | 785.80 K | $463.23 K | 5.46% | 0.83% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2026 | 626.10 K | $369.09 K | 100.00% | 0.66% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 418.32 K | $246.81 K | 100.00% | 0.44% |
| STATE STREET CORP | 05/15/2026 | 303.90 K | $179.15 K | 0.00% | 0.32% |
| BLACKROCK, INC. | 05/13/2026 | 265.49 K | $156.50 K | 0.00% | 0.28% |
| JANE STREET GROUP, LLC | 05/12/2026 | 236.77 K | $139.58 K | -31.14% | 0.25% |
| SAVVY ADVISORS, INC. | 05/11/2026 | 221.80 K | $130.75 K | 0.00% | 0.23% |
| NORTHERN TRUST CORP | 05/14/2026 | 181.90 K | $107.23 K | -13.63% | 0.19% |
| UBS GROUP AG | 05/05/2026 | 153.53 K | $90.58 K | -92.88% | 0.16% |
| SEI INVESTMENTS CO | 05/13/2026 | 121.57 K | $71.67 K | -63.50% | 0.13% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2026 | 94.79 K | $55.88 K | 0.00% | 0.10% |
| ALMANACK INVESTMENT PARTNERS, LLC. | 05/05/2026 | 50.00 K | $29.48 K | 0.00% | 0.05% |
| HRT FINANCIAL LP | 05/14/2026 | 33.84 K | $19.00 K | 100.00% | 0.04% |
| PATHSTONE HOLDINGS, LLC | 05/11/2026 | 31.18 K | $18.38 K | 0.00% | 0.03% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 04/20/2026 | 27.25 K | $16.06 K | 0.00% | 0.03% |
| VANGUARD GLOBAL ADVISERS, LLC | 05/08/2026 | 27.34 K | $16.13 K | 100.00% | 0.03% |
| CAPITAL ADVISORS INC/OK | 04/27/2026 | 22.00 K | $12.97 K | 100.00% | 0.02% |
| GROUND SWELL CAPITAL, LLC | 04/21/2026 | 21.09 K | $12.43 K | 100.00% | 0.02% |
| CREATIVE PLANNING | 05/12/2026 | 20.32 K | $11.98 K | 1.60% | 0.02% |
| TWO SIGMA SECURITIES, LLC | 05/15/2026 | 15.22 K | $8.97 K | 100.00% | 0.02% |
| RONALD BLUE TRUST, INC. | 04/20/2026 | 14.72 K | $8.68 K | 0.00% | 0.02% |
| INSCRIPTION CAPITAL, LLC | 04/20/2026 | 12.50 K | $7.37 K | 0.00% | 0.01% |
| WELCH GROUP, LLC | 04/21/2026 | 10.00 K | $5.90 K | 0.00% | 0.01% |
| CITIGROUP INC | 05/11/2026 | 7.04 K | $4.15 K | -73.76% | 0.01% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 6.37 K | $3.95 K | 3.24% | 0.01% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 0 | $0 | -100.00% | 0.00% |
| ESSEX INVESTMENT MANAGEMENT CO LLC | 05/11/2026 | 0 | $0 | -100.00% | 0.00% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| ROYAL BANK OF CANADA | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 0 | $0 | -100.00% | 0.00% |
| LEGATO CAPITAL MANAGEMENT LLC | 05/14/2026 | 0 | $0 | -100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| VIRTU FINANCIAL LLC | 05/14/2026 | 0 | $0 | -100.00% | 0.00% |
| POINT72 ASSET MANAGEMENT, L.P. | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| PKS ADVISORY SERVICES, LLC | 05/13/2026 | 0 | $0 | -100.00% | 0.00% |
| SQUAREPOINT OPS LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| QUADRATURE CAPITAL LTD | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| CENTIVA CAPITAL, LP | 05/14/2026 | 0 | $0 | -100.00% | 0.00% |
| INDEPENDENT ADVISOR ALLIANCE | 05/12/2026 | 0 | $0 | -100.00% | 0.00% |
| INSPIRE ADVISORS, LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| REVISOR WEALTH MANAGEMENT LLC | 04/27/2026 | 0 | $0 | -100.00% | 0.00% |
| STRENGTHENING FAMILIES & COMMUNITIES, LLC | 05/11/2026 | 0 | $0 | -100.00% | 0.00% |
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Castellum Inc institutional Ownership - FAQ's
During the previous two years, 51 institutional investors and hedge funds held shares of Castellum Inc. The most heavily invested institutionals were:
GEODE CAPITAL MANAGEMENT, LLC: 944,899
Meridian Wealth Management, LLC: 785,800
CAPTRUST FINANCIAL ADVISORS: 626,100
VANGUARD FIDUCIARY TRUST CO: 418,324
STATE STREET CORP: 303,900
BlackRock, Inc.: 265,486
8.37% of Castellum Inc stock is owned by institutional investors.
Institutional investors have bought a total of 8.20 M shares in the last 24 months. This purchase volume represents approximately $7.22 M in transactions.