CaliberCos Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 01/29/2026 | 35.94 K | $44.57 K | 100.00% | 1.27% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 31.34 K | $38.86 K | 100.00% | 1.11% |
| JANE STREET GROUP, LLC | 02/12/2026 | 24.65 K | $30.57 K | 100.00% | 0.87% |
| XTX TOPCO LTD | 02/17/2026 | 22.68 K | $28.12 K | 100.00% | 0.80% |
| HRT FINANCIAL LP | 02/12/2026 | 14.63 K | $18.00 K | 100.00% | 0.52% |
| NORTHERN TRUST CORP | 02/17/2026 | 10.99 K | $13.63 K | 100.00% | 0.39% |
| UBS GROUP AG | 01/29/2026 | 4.77 K | $5.91 K | 100.00% | 0.17% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/17/2026 | 2.82 K | $3.49 K | 137.41% | 0.10% |
| JPMORGAN CHASE & CO | 02/11/2026 | 1.28 K | $1.59 K | -2.66% | 0.05% |
| ROYAL BANK OF CANADA | 02/17/2026 | 1.05 K | $1.00 K | 0.00% | 0.04% |
| MORGAN STANLEY | 02/13/2026 | 904 | $1.12 K | -48.93% | 0.03% |
| DECISIONPOINT FINANCIAL, LLC | 01/29/2026 | 142 | $177 | 100.00% | 0.01% |
| CREWE ADVISORS LLC | 01/16/2026 | 121 | $151 | 0.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 115 | $142 | 1,542.86% | 0.00% |
| CITIGROUP INC | 02/13/2026 | 1 | $1 | -99.69% | 0.00% |
| BROOKWOOD INVESTMENT GROUP LLC | 01/22/2026 | 0 | $0 | -100.00% | 0.00% |
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CaliberCos Inc institutional Ownership - FAQ's
During the previous two years, 15 institutional investors and hedge funds held shares of CaliberCos Inc. The most heavily invested institutionals were:
UBS Group AG: 3,444
VANGUARD GROUP INC: 35,944
GEODE CAPITAL MANAGEMENT, LLC: 31,341
JANE STREET GROUP, LLC: 24,653
XTX Topco Ltd: 22,680
HRT FINANCIAL LP: 14,626
5.35% of CaliberCos Inc stock is owned by institutional investors.
Institutional investors have bought a total of 150.11 K shares in the last 24 months. This purchase volume represents approximately $204.14 K in transactions.