Calidi Biotherapeutics CLDI Institutional Ownership

NYSE CLDI

$1.34 -0.01 (-0.72%)

As of: Sep 9, 2026 · 3:59 PM EDT

Institutions by Trading Activity

24 Institutions

Increased 12 50.0%

Unchanged 12 50.0%

Reduced 0 0.0%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

2.32%

▼-44.38 pp QoQ

Shares Held by Institutions

32.85K

of 1.42Mn outstanding

▲+51.24% QoQ

Shares Outstanding

1.42Mn

1.38Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▼-5 vs prior quarter

Net Shares Added (QoQ)

+11.13K

accumulated since last quarter

Value of Holdings

$45.33K

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Calidi Biotherapeutics, Inc. (NYSE:CLDI) appears in 24 institutional 13F filings for the quarter ending June 2026.

Their combined ownership stood at 2.3% of outstanding shares in June 2026, down from 46.7% in March 2026.
Their total shares held in CLDI increased 51.24% from the prior quarter, while the number of investors in Calidi Biotherapeutics decreased 29.41% year over year.
Of these 24 holders, 12 added to their stakes in Calidi Biotherapeutics, 0 trimmed positions, and 12 made no changes.
Altogether, these fund groups held 32.85K shares in CLDI by June 2026, up by 11.13K shares quarter on quarter, and down 201.53K shares year over year.
As of June 30, 2026, the biggest holder of Calidi Biotherapeutics is GEODE CAPITAL MANAGEMENT, LLC at 7.16K shares, representing 0.51% of shares outstanding.
Top purchasers of CLDI stock for the quarter ending June 2026 included GEODE CAPITAL MANAGEMENT, LLC (3.22K), Independent Advisor Alliance (2.81K), Private Advisor Group, LLC (1.88K), JANE STREET GROUP, LLC (1.22K), RFG Advisory, LLC (750).
Calidi Biotherapeutics's 10 largest shareholders as of June 2026 include GEODE CAPITAL MANAGEMENT, LLC (7.16K), HighTower Advisors, LLC (5.22K), JANE STREET GROUP, LLC (3.39K), Independent Advisor Alliance (2.81K), RS CRUM INC. (2.7K), Arax Advisory Partners (2.33K), Private Advisor Group, LLC (1.88K), VANGUARD CAPITAL MANAGEMENT LLC (1.59K), Belpointe Asset Management LLC (1.25K), Northern Trust Corp (1.11K) per Business Quant data.

Form 13F Holdings

24 Institutional Holders

Report period 30 Jun, 2026

Total shares held 32.85K

Of outstanding 2.32%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	GEODE CAPITAL MANAGEMENT, LLC	0001214717	7,159	0.51%	▲3,221	+81.77%	$19.47K
2	HighTower Advisors, LLC	0001462245	5,220	0.37%	0	0.00%	$14.20K
3	JANE STREET GROUP, LLC	0001595888	3,392	0.24%	▲1,217	+55.95%	$9.23K
4	Independent Advisor Alliance	0001696899	2,813	0.20%	▲2,813	0.00%	$7.65K
5	RS CRUM INC.	0001401459	2,702	0.19%	▲186	+7.41%	$7.35K
6	Arax Advisory Partners	0001586767	2,334	0.16%	0	0.00%	$6.35K
7	Private Advisor Group, LLC	0001567755	1,875	0.13%	▲1,875	0.00%	$5.10K
8	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	1,594	0.11%	0	0.00%	$4.34K
9	Belpointe Asset Management LLC	0001721242	1,245	0.09%	0	0.00%	$3.39K
10	Northern Trust Corp	0000073124	1,110	0.08%	0	0.00%	$3.02K
11	Morgan Stanley	0000895421	828	0.06%	▲236	+39.90%	$2.25K
12	RFG Advisory, LLC	0001633387	750	0.05%	▲750	0.00%	$2.04K
13	Farther Finance Advisors, LLC	0001992825	625	0.04%	0	0.00%	$1.70K
14	UBS Group AG	0001610520	493	0.03%	▲493	0.00%	$1.34K
15	Citigroup Inc	0000831001	287	0.02%	▲286	+32,714.29%	$781
16	OSAIC HOLDINGS, INC.	0001677044	166	0.01%	▲34	+25.83%	$450
17	Tower Research Capital LLC (TRC)	0001533421	87	0.01%	0	0.00%	$237
18	HIGHBRIDGE CAPITAL MANAGEMENT LLC	0000919185	65	0.00%	0	0.00%	$177
18	Finepoint Capital LP	0001608126	65	0.00%	0	0.00%	$177
19	SBI Securities Co., Ltd.	0001851815	23	0.00%	▲16	+226.09%	$64

Showing 1 to 20 of 24 holders