Castellum, Inc. (CTM) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

0Shares Outstanding

521,813Shares held by institutions

$280,422Value of institutional holdings

4.89%Institutional ownership %

34.03%Shares Changed QoQ

32No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Castellum, Inc. (NYSE:CTM) is held by 38 institutional investors per 13F filings through December 2025.

Their combined ownership stood at 11.4% of outstanding shares in December 2025, up from 6.2% in September 2025.
They increased total shares held in Castellum by 90.79% from last quarter, and the number of investors in CTM increased 80.95% annually.
Of these 38 funds, 18 grew their exposure to Castellum, 11 cut back, and 9 maintained positions.
In total, institutional investors held 10.2Mn shares in Castellum as of December 2025, up by 4.85Mn shares quarter on quarter, and up 5.41Mn shares year over year.
VANGUARD GROUP INC is the top holder of Castellum as of December 31, 2025, with 3.47Mn shares representing 3.87% of outstanding stock.
Top purchasers of CTM stock for the quarter ending December 2025 included VANGUARD GROUP INC (2.2Mn), UBS Group AG (2.13Mn), Sei Investments Co (333.07K), Quadrature Capital Ltd (161.75K), SUSQUEHANNA INTERNATIONAL GROUP, LLP (84.86K).
The largest sales of CTM for the quarter ending December 2025 came from Bank of New York Mellon Corp (250.0K), Centiva Capital, LP (102.82K), PKS Advisory Services, LLC (23.29K), Goldman Sachs Group Inc (15.11K), Tower Research Capital LLC (TRC) (6.06K).
According to Business Quant data, leading holders of CTM for December 2025 are VANGUARD GROUP INC (3.47Mn), UBS Group AG (2.16Mn), GEODE CAPITAL MANAGEMENT, LLC (773.72K), Meridian Wealth Management, LLC (745.15K), Goldman Sachs Group Inc (353.53K), JANE STREET GROUP, LLC (343.84K), Sei Investments Co (333.07K), State Street Corp (303.9K), BlackRock, Inc. (265.49K), Savvy Advisors, Inc. (221.8K).

38 Institutional Holders

521,813 Total Shares Held

Rows:

Download Data

Owner Name	Date	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	0	0.00%	$0.00
VANGUARD GROUP INC	31 Dec, 2025	2,195,312	171.79%	$0.00
UBS Group AG	31 Dec, 2025	2,133,376	9,794.67%	$0.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	50,197	6.94%	$0.00
Meridian Wealth Management, LLC	31 Dec, 2025	60,550	8.84%	$0.00
Goldman Sachs Group Inc	31 Dec, 2025	-15,106	-4.10%	$0.00
Savvy Advisors, Inc.	31 Dec, 2025	-5,200	-2.29%	$0.00
JANE STREET GROUP, LLC	31 Dec, 2025	8,138	2.42%	$0.00
Quadrature Capital Ltd	31 Dec, 2025	161,752	290.30%	$0.00
Sei Investments Co	31 Dec, 2025	333,071	0.00%	$0.00
Almanack Investment Partners, LLC.	31 Dec, 2025	0	0.00%	$0.00
State Street Corp	31 Dec, 2025	0	0.00%	$0.00
Inspire Advisors, LLC	31 Dec, 2025	41,700	0.00%	$0.00
Northern Trust Corp	31 Dec, 2025	70,128	49.92%	$0.00
Point72 Asset Management, L.P.	31 Dec, 2025	34,668	0.00%	$0.00
SUSQUEHANNA INTERNATIONAL GROUP, LLP	31 Dec, 2025	84,865	479.71%	$0.00
Pathstone Holdings, LLC	31 Dec, 2025	0	0.00%	$0.00
Bank of New York Mellon Corp	31 Dec, 2025	-250,000	-71.43%	$0.00
KESTRA PRIVATE WEALTH SERVICES, LLC	31 Dec, 2025	0	0.00%	$0.00
BRIDGEWAY CAPITAL MANAGEMENT, LLC	31 Dec, 2025	0	0.00%	$0.00

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