CaliberCos Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 65.72 K | $75.58 K | 109.70% | 2.32% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 35.76 K | $41.12 K | 100.00% | 1.26% |
| 05/15/2026 | 26.34 K | $30.30 K | 100.00% | 0.93% | |
| XTX TOPCO LTD | 05/15/2026 | 21.78 K | $25.05 K | -3.97% | 0.77% |
| CITADEL ADVISORS LLC | 05/15/2026 | 21.25 K | $24.44 K | 100.00% | 0.75% |
| TWO SIGMA SECURITIES, LLC | 05/15/2026 | 15.70 K | $18.06 K | 100.00% | 0.55% |
| NORTHERN TRUST CORP | 05/14/2026 | 10.99 K | $12.64 K | 0.00% | 0.39% |
| UBS GROUP AG | 05/05/2026 | 3.44 K | $3.96 K | -27.75% | 0.12% |
| CITIGROUP INC | 05/11/2026 | 3.27 K | $3.76 K | 326,400.00% | 0.12% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2026 | 2.38 K | $2.74 K | -15.40% | 0.08% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 1.24 K | $1.42 K | 100.00% | 0.04% |
| ROYAL BANK OF CANADA | 05/15/2026 | 1.05 K | $1.00 K | 0.00% | 0.04% |
| DECISIONPOINT FINANCIAL, LLC | 05/06/2026 | 142 | $164 | 0.00% | 0.01% |
| CREWE ADVISORS LLC | 05/07/2026 | 121 | $140 | 0.00% | 0.00% |
| MORGAN STANLEY | 05/15/2026 | 38 | $44 | -95.80% | 0.00% |
| JPMORGAN CHASE & CO | 05/13/2026 | 0 | $0 | -100.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 0 | $0 | -100.00% | 0.00% |
| HRT FINANCIAL LP | 05/14/2026 | 0 | $0 | -100.00% | 0.00% |
| JANE STREET GROUP, LLC | 05/12/2026 | 0 | $0 | -100.00% | 0.00% |
CaliberCos Inc institutional Ownership - FAQ's
During the previous two years, 19 institutional investors and hedge funds held shares of CaliberCos Inc. The most heavily invested institutionals were:
GEODE CAPITAL MANAGEMENT, LLC: 65,723
VANGUARD FIDUCIARY TRUST CO: 35,759
XTX Topco Ltd: 21,779
CITADEL ADVISORS LLC: 21,254
TWO SIGMA SECURITIES, LLC: 15,704
NORTHERN TRUST CORP: 10,989
7.39% of CaliberCos Inc stock is owned by institutional investors.
Institutional investors have bought a total of 218.83 K shares in the last 24 months. This purchase volume represents approximately $297.61 K in transactions.