​

CaliberCos Ownership | Who Owns CaliberCos?

OverviewRevenueFinancialsChartTranscripts

CaliberCos Ownership Summary

CaliberCos is owned by 7.39% institutional investors, 3.67% insiders, and 88.93% retail investors. Geode capital management is the largest institutional shareholder, holding 2.32% of CWD shares. Vanguard Institutional Extnd Mkt Idx Tr is the top mutual fund, with 0.52% of its assets in CaliberCos shares.

CWD Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockCaliberCos7.39%3.67%88.93%
SectorFinancial Services Stocks 746.79%13.83%-660.62%
IndustryAsset Management Stocks33.06%10.74%56.19%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Geode capital management65.72K2.32%$75.58K
Vanguard fiduciary trust35.76K1.26%$41.12K
Xtx topco21.78K0.77%$25.05K
Northern trust10.99K0.39%$12.64K
Ubs group3.44K0.12%$3.96K
Tower research capital llc (trc)2.38K0.08%$2.74K
Northwestern mutual wealth management1.24K0.04%$1.42K
Royal bank of canada1.05K0.04%$1.00K
Decisionpoint financial142.000.01%$164.00
Crewe advisors121.000.00%$140.00

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Xtx topco21.78K0.00%$25.05K
Tower research capital llc (trc)2.38K0.00%$2.74K
Jane street group---
Crewe advisors121.00-$140.00
Northern trust10.99K-$12.64K
Northwestern mutual wealth management1.24K-$1.42K
Jpmorgan chase---
Ubs group3.44K-$3.96K
Citadel advisors---
Hrt financial lp---

Top Buyers

HolderShares% AssetsChange
Vanguard fiduciary trust35.76K-35.76K
Geode capital management65.72K-34.38K
Northwestern mutual wealth management1.24K-1.24K
Crewe advisors121.00--
Northern trust10.99K--

Top Sellers

HolderShares% AssetsChange
Jane street group---24.65K
Citadel advisors---21.25K
Two sigma securities---15.70K
Hrt financial lp---14.63K
Citigroup---3.27K

New Positions

HolderShares% AssetsChangeValue
Vanguard fiduciary trust35.76K-35.76K$41.12K
Northwestern mutual wealth management1.24K-1.24K$1.42K

Sold Out

HolderChange
Jpmorgan chase-1.28K
Citigroup-3.27K
Hrt financial lp-14.63K
Two sigma securities-15.70K
Citadel advisors-21.25K

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 202615-209,23238.17%725.82%7-30.00%433.33%
Dec 31, 20251587.50%151,429779.12%5221.00%10100.00%350.00%
Sep 30, 2025833.33%17,225233.88%1954.82%525.00%2-
Jun 30, 20256-68.42%5,159-99.41%-3.45%4-33.33%2-66.67%
Mar 31, 2025195.56%873,71026.16%346.56%6-33.33%6200.00%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Institutional Extnd Mkt Idx Tr36.50K0.52%-
Fidelity Extended Market Index33.89K0.48%-10.33K
Spartan Extended Market Index Pool F11.07K0.16%-
Northern Trust Extended Eq Market Idx10.99K0.16%-
NT Ext Equity Mkt Index Fund - Lending10.99K0.16%-
NT Ext Equity Mkt Index Fund - NL9.62K0.14%9.62K
Fidelity Series Total Market Index7.34K0.10%-
NT Ext Equity Mkt Idx Fd - DC - NL - T26.97K0.10%6.97K
NT Ext Eq Mkt Idx Fd DC Lending Tier 54.34K0.06%30.00
Spartan Total Market Index Pool A13.08K0.04%-

Recent Insider Transactions

DateNameRoleActivityValue
Apr 04, 2025LEUNG JADE CFOSell$13.11K
Sep 03, 2024LOEFFLER JOHN C II CEOBuy$3.84K
Aug 30, 2024LOEFFLER JOHN C II CEOBuy$2.60K
Aug 27, 2024Trzupek Michael-Buy$2.31K
Aug 28, 2024Trzupek Michael-Buy$2.50K

Insider Transactions Trends

DateBuySell
2026 Q2--
2025 Q4--
2025 Q3--
2025 Q2-1
2025 Q1--

CWD Ownership FAQ

Who Owns CaliberCos?

CaliberCos shareholders are primarily institutional investors at 7.39%, followed by 3.67% insiders and 88.94% retail investors. The average institutional ownership in CaliberCos's industry, Asset Management Stocks, is 33.06%, which CaliberCos falls below.

Who owns the most shares of CaliberCos?

CaliberCos’s largest shareholders are Geode capital management (65.72K shares, 2.32%), Vanguard fiduciary trust (35.76K shares, 1.26%), and Xtx topco (21.78K shares, 0.77%). Together, they hold 4.36% of CaliberCos’s total shares outstanding.

Does Blackrock own CaliberCos?

BlackRock is not among the top 10 institutional shareholders of CaliberCos.

Who is CaliberCos’s biggest shareholder by percentage of total assets invested?

Xtx topco is CaliberCos’s biggest shareholder by percentage of total assets invested, with 0.00% of its assets in 21.78K CaliberCos shares, valued at 25.05K$.

Who is the top mutual fund holder of CaliberCos shares?

Vanguard Institutional Extnd Mkt Idx Tr is the top mutual fund holder of CaliberCos shares, with 0.52% of its total shares outstanding invested in 36.5K CaliberCos shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

  • Customize your own personal stocks lists, views and charts

  • Choose from hundreds of fields, up to 15 years of history

  • Conduct deep comparison analysis

  • Discover trending investment themes

  • Find your next best investment

  • Research stocks using tools