CWD
CaliberCos Inc.Company with tickers: CWD
CIK
1627282
CUSIP
13000T604
Shares Outstanding
8,469,402
13F Activity (30d)
17 filings
15 filers
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 15
Total Value: $240,608
Total Shares: 209,232
Institutional Ownership Trend
Holder Concentration
Across 15 13F filers · Δ vs Dec 31, 2025Top Holder
31.4%
+7.7 pts
Top 5
81.7%
−3.7 pts
Top 10
98.8%
−0.4 pts
HHI
1,740
Moderately concentrated
+98
Quarterly Activity
vs Dec 31, 2025
New
5
Increased
2
Decreased
4
Sold Out
5
Unchanged
4
Holder count:
0
Institutional value:
+28.1%
Shares held:
+38.2%
Top Buyers
vs Dec 31, 2025| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega GEODE CAPITAL MANAGEMENT, LLC | +34,382 | 65,723 | |
| Mega CITIGROUP INC | +3,264 | 3,265 |
Top Sellers
vs Dec 31, 2025| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mega UBS Group AG | −1,323 | 3,444 | |
| Mid XTX Topco Ltd | −901 | 21,779 | |
| Mega MORGAN STANLEY | −866 | 38 | |
| Mid Tower Research Capital LLC (TRC) | −434 | 2,384 |
Top New Positions
vs Dec 31, 2025| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega VANGUARD FIDUCIARY TRUST CO | 35,759 | $41,122 | |
| Mega VANGUARD CAPITAL MANAGEMENT LLC | 26,344 | $30,295 | |
| Mega CITADEL ADVISORS LLC | 21,254 | $24,442 | |
| Small TWO SIGMA SECURITIES, LLC | 15,704 | $18,059 | |
| Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,238 | $1,423 |
Top Sold-Out Positions
vs Dec 31, 2025| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega VANGUARD GROUP INC | 35,944 | $44,570 | |
| Mega JANE STREET GROUP, LLC | 24,653 | $30,569 | |
| Large HRT FINANCIAL LP | 14,626 | $18,136 | |
| Mega JPMORGAN CHASE & CO | 1,280 | $1,587 | |
| Mega BANK OF AMERICA CORP /DE/ | 115 | $142 |
| Holder | Value (USD) | % of 13F | Shares | Type | Discretion | Filed | Open | |||
|---|---|---|---|---|---|---|---|---|---|---|
| Mega GEODE CAPITAL MANAGEMENT, LLC | $75,580 | 31.41% | 65,723 | Shares | Defined | 2026-05-15 | ||||
| Mega VANGUARD FIDUCIARY TRUST CO Bank | $41,122 | 17.09% | 35,759 | Shares | Defined | 2026-05-08 | ||||
| Mega VANGUARD CAPITAL MANAGEMENT LLC | $30,295 | 12.59% | 26,344 | Shares | Defined | 2026-05-15 | ||||
| Mid XTX Topco Ltd | $25,045 | 10.41% | 21,779 | Shares | Defined | 2026-05-15 | ||||
| Mega CITADEL ADVISORS LLC | $24,442 | 10.16% | 21,254 | Shares | Defined | 2026-05-15 | ||||
| Small TWO SIGMA SECURITIES, LLC Broker-Dealer | $18,059 | 7.51% | 15,704 | Shares | Sole | 2026-05-15 | ||||
| Mega NORTHERN TRUST CORP Bank | $12,637 | 5.25% | 10,989 | Shares | Defined | 2026-05-14 | ||||
| Mega UBS Group AG | $3,960 | 1.65% | 3,444 | Shares | Defined | 2026-05-05 | ||||
| Mega CITIGROUP INC | $3,754 | 1.56% | 3,265 | Shares | Defined | 2026-05-11 | ||||
| Mid Tower Research Capital LLC (TRC) | $2,741 | 1.14% | 2,384 | Shares | Defined | 2026-05-15 | ||||
| Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1,423 | 0.59% | 1,238 | Shares | Defined | 2026-05-07 | ||||
| Mega ROYAL BANK OF CANADA Bank | $1,205 | 0.50% | 1,048 | Shares | Defined | 2026-05-15 | ||||
| Micro DecisionPoint Financial, LLC | $163 | 0.07% | 142 | Shares | Sole | 2026-05-06 | ||||
| Small Crewe Advisors LLC | $139 | 0.06% | 121 | Shares | Sole | 2026-05-07 | ||||
| Mega MORGAN STANLEY | $43 | 0.02% | 38 | Shares | Defined | 2026-05-15 | ||||
| No holders match your search. | ||||||||||