Who Owns Calix Stock?
NYSE: CALXConsumer DiscretionaryTelecommunications EquipmentUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 97.94%
- Institutions (% of float)
- 108.47%
- Held by insiders
- 9.71%
- Institutional holders
- 400
- Institutions 90.3%
- Insiders 9.7%
- Public and other 0.0%
Who owns Calix stock?
Institutional investors own about 97.9% of Calix's shares, spread across 400 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 9.71% of CALX.
The largest institutional holders are Blackrock Inc. (18.70%), Vanguard Portfolio Management LLC (8.87%) and Alliancebernstein L.P. (5.16%). Together, the top 10 institutions control 51.9% of shares outstanding. In their latest filings, 7 of the top 10 institutions increased their CALX positions and 3 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of CALX
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Blackrock Inc. | 11.78M | 18.70% | +5.6% |
| Vanguard Portfolio Management LLC | 5.59M | 8.87% | +1.0% |
| Alliancebernstein L.P. | 3.25M | 5.16% | -0.1% |
| State Street Corporation | 2.92M | 4.63% | +12.0% |
| Vanguard Capital Management LLC | 2.59M | 4.11% | -3.7% |
| Geode Capital Management, LLC | 1.48M | 2.35% | +3.2% |
| Westfield Capital Management Co LP | 1.32M | 2.10% | -14.3% |
| Dimensional Fund Advisors LP | 1.31M | 2.08% | +7.5% |
| Acadian Asset Management. LLC | 1.24M | 1.97% | +55.1% |
| Citadel Advisors Llc | 1.21M | 1.92% | +182.3% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of CALX
| Fund | Shares | % Held |
|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | 3.53M | 5.61% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 1.82M | 2.88% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | 1.55M | 2.46% |
| iShares Trust-iShares Russell 2000 ETF | 1.51M | 2.40% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | 1.32M | 2.09% |
| GLOBAL X FUNDS-Global X US Infrastructure Development ETF | 1.19M | 1.89% |
| iShares Trust-iShares Cybersecurity and Tech ETF | 852.82K | 1.35% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | 755.13K | 1.20% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 665.92K | 1.06% |
| HARBOR FUNDS-Harbor Small Cap Growth Fund | 659.77K | 1.05% |
Frequently asked questions
Who is the largest shareholder of Calix?
Blackrock Inc. is the largest institutional shareholder of CALX, owning 18.70% of shares outstanding (11.78M shares) as of its latest 13F filing.
What percentage of Calix is owned by institutions?
Institutions own about 97.9% of CALX shares and 108.5% of the public float.
How much of Calix do insiders own?
Insiders, such as officers and directors, own about 9.71% of CALX shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.