CaliberCos Inc. (CWD) Institutional Ownership

Ownership Summary

According to SEC filings for the period ending December 2025, CaliberCos Inc. (NASDAQ:CWD) is held by 16 institutional firms.

• Institutional ownership in CaliberCos edged up to 5.8% in December 2025, compared to 1.2% in September 2025.
• Quarterly data indicates a 1778.90% shift in institutional share volume, and the annual owner count reflects a decrease of 11.11%.
• The latest 13F cycle for CaliberCos reveals that of 16 total investors, 10 funds grew their exposure, whereas 3 reduced theirs and 3 made no changes.
• The total number of shares held by institutions in CaliberCos increased to 153.84K as of December 2025, a net change of up by 145.66K shares quarter on quarter, and up 120.73K shares year over year.
• As of December 31, 2025, VANGUARD GROUP INC held CaliberCos's largest shareholding position with over 35.94K shares, representing 1.36% of total outstanding shares.
• Among the most significant buyers of CaliberCos during December 2025 were VANGUARD GROUP INC (35.94K), GEODE CAPITAL MANAGEMENT, LLC (31.34K), JANE STREET GROUP, LLC (24.65K), XTX Topco Ltd (22.68K), HRT FINANCIAL LP (14.63K).
• Leading sellers of CaliberCos stock in December 2025 included MORGAN STANLEY (866), CITIGROUP INC (324), JPMORGAN CHASE & CO (35).
• The top 10 institutional holders of CaliberCos for the quarter ending December 2025 included VANGUARD GROUP INC (35.94K), GEODE CAPITAL MANAGEMENT, LLC (31.34K), JANE STREET GROUP, LLC (24.65K), XTX Topco Ltd (22.68K), HRT FINANCIAL LP (14.63K), NORTHERN TRUST CORP (10.99K), UBS Group AG (4.77K), Tower Research Capital LLC (TRC) (2.82K), Fortitude Family Office, LLC (2.42K), JPMORGAN CHASE & CO (1.28K).