Castellum, Inc. (CTM) Institutional Ownership

Institutions by Trading Activity

89,765,186Shares Outstanding

10,551,205Shares held by institutions

$7,174,819Value of institutional holdings

11.75%Institutional ownership %

97.40%Shares Changed QoQ

38No. of institutional investors

Castellum, Inc. (NYSE:CTM) appears in 38 institutional 13F filings for the quarter ending December 2025.

Collectively, these holders controlled 11.4% of Castellum's outstanding shares in December 2025, up from 6.2% in September 2025.
They increased total shares held in CTM by 90.79% quarter over quarter, and investors in Castellum increased 80.95% from a year ago.
Among the 38 funds, 18 bought more Castellum shares, 11 sold down, and 9 held their ground.
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.
KESTRA PRIVATE WEALTH SERVICES, LLC holds the largest position in CTM at 27.25K shares as of December 31, 2025, or 0.03% of shares outstanding.
Top purchasers of CTM stock for the quarter ending December 2025 included Ground Swell Capital, LLC (21.09K).
Castellum's 5 largest shareholders as of December 2025 include KESTRA PRIVATE WEALTH SERVICES, LLC (27.25K), Ground Swell Capital, LLC (21.09K), Blue Trust, Inc. (14.72K), Inscription Capital, LLC (12.5K), Welch Group, LLC (10.0K) per Business Quant data.

10,551,205 Total Shares Held

Rows:

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
VANGUARD GROUP INC	31 Dec, 2025	3,473,227	2,195,312	171.79%	$3,136,325.00
UBS Group AG	31 Dec, 2025	2,155,157	2,133,376	9,794.67%	$1,946,107.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	773,724	50,197	6.94%	$699,020.00
Meridian Wealth Management, LLC	31 Dec, 2025	745,150	60,550	8.84%	$673,019.00
Goldman Sachs Group Inc	31 Dec, 2025	707,052	338,420	91.80%	$638,610.00
JANE STREET GROUP, LLC	31 Dec, 2025	343,842	8,138	2.42%	$310,558.00
Sei Investments Co	31 Dec, 2025	333,071	333,071	0.00%	$300,830.00
State Street Corp	31 Dec, 2025	303,900	0	0.00%	$274,482.00
BlackRock, Inc.	31 Dec, 2025	265,486	0	0.00%	$239,787.00
Savvy Advisors, Inc.	31 Dec, 2025	221,800	-5,200	-2.29%	$200,330.00
Quadrature Capital Ltd	31 Dec, 2025	217,471	161,752	290.30%	$196,420.00
Northern Trust Corp	31 Dec, 2025	210,611	70,128	49.92%	$190,224.00
SUSQUEHANNA INTERNATIONAL GROUP, LLP	31 Dec, 2025	102,556	84,865	479.71%	$92,629.00
Bank of New York Mellon Corp	31 Dec, 2025	100,002	-250,000	-71.43%	$90,322.00
BRIDGEWAY CAPITAL MANAGEMENT, LLC	31 Dec, 2025	94,794	0	0.00%	$85,618.00
TWO SIGMA INVESTMENTS, LP	31 Dec, 2025	75,384	-2,181	-2.81%	$68,087.00
Almanack Investment Partners, LLC.	31 Dec, 2025	50,000	0	0.00%	$45,160.00
Inspire Advisors, LLC	31 Dec, 2025	41,700	41,700	0.00%	$37,664.00
Point72 Asset Management, L.P.	31 Dec, 2025	34,668	34,668	0.00%	$31,312.00
Pathstone Holdings, LLC	31 Dec, 2025	31,179	0	0.00%	$28,161.00

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