Who Owns CaliberCos Stock?
NASDAQ: CWDFinanceReal EstateUSD
Market open · Delayed 15 min · as of Oct 9, 3:44 PM ET
Ownership breakdown
- Held by institutions
- 2.94%
- Held by insiders
- 3.04%
- Institutional holders
- 17
- Institutions 2.9%
- Insiders 3.0%
- Public and other 94.0%
Who owns CaliberCos stock?
Institutional investors own about 2.9% of CaliberCos's shares, spread across 17 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 3.04% of CWD.
The largest institutional holders are Susquehanna International Group, LLP (0.54%), Geode Capital Management, LLC (0.53%) and Vanguard Capital Management LLC (0.35%). Together, the top 10 institutions control 2.9% of shares outstanding. In their latest filings, 8 of the top 10 institutions increased their CWD positions and 1 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of CWD
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Susquehanna International Group, LLP | 56.49K | 0.54% | +100.0% |
| Geode Capital Management, LLC | 55.39K | 0.53% | -15.7% |
| Vanguard Capital Management LLC | 36.50K | 0.35% | +38.5% |
| Vanguard Fiduciary Trust Co | 35.76K | 0.34% | 0.0% |
| Xtx Topco Ltd | 28.77K | 0.28% | +32.1% |
| HRT Financial LP | 28.22K | 0.27% | +100.0% |
| Northern Trust Corporation | 20.60K | 0.20% | +87.5% |
| Virtu Financial LLC | 19.31K | 0.19% | +100.0% |
| UBS Group AG | 15.87K | 0.15% | +360.8% |
| Tower Research Capital LLC (TRC) | 4.61K | 0.04% | +93.4% |
% 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 CWD
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 36.50K | 0.35% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | 33.89K | 0.33% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | 7.34K | 0.07% |
Frequently asked questions
Who is the largest shareholder of CaliberCos?
Susquehanna International Group, LLP is the largest institutional shareholder of CWD, owning 0.54% of shares outstanding (56.49K shares) as of its latest 13F filing.
What percentage of CaliberCos is owned by institutions?
Institutions own about 2.9% of CWD shares and 3.0% of the public float.
How much of CaliberCos do insiders own?
Insiders, such as officers and directors, own about 3.04% of CWD 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.