CaliberCos Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 56.49 K | $37.00 K | 100.00% | 0.64% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 55.39 K | $36.27 K | -15.72% | 0.63% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 36.50 K | $23.91 K | 38.54% | 0.41% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 35.76 K | $23.42 K | 0.00% | 0.41% |
| XTX TOPCO LTD | 08/14/2026 | 28.77 K | $18.84 K | 32.08% | 0.33% |
| HRT FINANCIAL LP | 08/14/2026 | 28.22 K | $18.00 K | 100.00% | 0.32% |
| NORTHERN TRUST CORP | 08/13/2026 | 20.60 K | $13.49 K | 87.50% | 0.23% |
| VIRTU FINANCIAL LLC | 08/13/2026 | 19.31 K | $13.00 K | 100.00% | 0.22% |
| UBS GROUP AG | 08/13/2026 | 15.87 K | $10.39 K | 360.77% | 0.18% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/11/2026 | 4.61 K | $3.02 K | 93.37% | 0.05% |
| ROYAL BANK OF CANADA | 08/14/2026 | 1.05 K | $1.00 K | 0.00% | 0.01% |
| DECISIONPOINT FINANCIAL, LLC | 08/05/2026 | 142 | $92 | 0.00% | 0.00% |
| CREWE ADVISORS LLC | 07/24/2026 | 121 | $80 | 0.00% | 0.00% |
| BARCLAYS PLC | 08/14/2026 | 61 | $40 | 100.00% | 0.00% |
| MORGAN STANLEY | 08/13/2026 | 38 | $25 | 0.00% | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 1 | $1 | -99.92% | 0.00% |
| CITIGROUP INC | 08/03/2026 | 0 | $0 | -100.00% | 0.00% |
| CITADEL ADVISORS LLC | 09/02/2026 | 0 | $0 | -100.00% | 0.00% |
| TWO SIGMA SECURITIES, LLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
CaliberCos Inc institutional Ownership - FAQ's
During the previous two years, 21 institutional investors and hedge funds held shares of CaliberCos Inc. The most heavily invested institutionals were:
StoneX Group Inc.: 21,536
DecisionPoint Financial, LLC: 142
SUSQUEHANNA INTERNATIONAL GROUP, LLP: 56,489
GEODE CAPITAL MANAGEMENT, LLC: 55,390
VANGUARD CAPITAL MANAGEMENT LLC: 36,497
VANGUARD FIDUCIARY TRUST CO: 35,759
3.44% of CaliberCos Inc stock is owned by institutional investors.
Institutional investors have bought a total of 360.40 K shares in the last 24 months. This purchase volume represents approximately $490.14 K in transactions.