CaliberCos Inc. (CWD) Ownership
CWD ownership summary
as of October 17, 2026- Institutions
- 2.9% of shares outstanding
- Insiders
- 3.04% of shares outstanding
- Shares outstanding
- 10.4M
- Float
- 9.8M shares available to trade
- Short interest
- 7.85% 814K shares short
- Days to cover
- 0.16 short interest up 54.4% vs prior month
- Institutions 2.94%
- Insiders 3.04%
- Other investors 94.02%
CWD top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP | 0.54% | 56K | $23,160 | +56,489 (0.0%) | June 30, 2026 |
| 2 | Geode Capital Management, LLC | 0.53% | 55K | $22,710 | −10,333 (−15.7%) | June 30, 2026 |
| 3 | Vanguard Capital Management, LLC | 0.35% | 36K | $14,964 | +10,153 (+38.5%) | June 30, 2026 |
| 4 | Vanguard Fiduciary Trust Co | 0.34% | 36K | $14,661 | — | June 30, 2026 |
| 5 | XTX Topco Ltd | 0.28% | 29K | $11,794 | +6,986 (+32.1%) | June 30, 2026 |
| 6 | HRT FINANCIAL LLC | 0.27% | 28K | $11,570 | +28,219 (0.0%) | June 30, 2026 |
| 7 | Northern Trust Corp | 0.20% | 21K | $8,448 | +9,615 (+87.5%) | June 30, 2026 |
| 8 | Virtu Financial LLC | 0.19% | 19K | $7,915 | +19,306 (0.0%) | June 30, 2026 |
| 9 | UBS Group AG | 0.15% | 16K | $6,506 | +12,425 (+360.8%) | June 30, 2026 |
| 10 | Tower Research Capital LLC | 0.04% | 4,610 | $1,890 | +2,226 (+93.4%) | June 30, 2026 |
| 11 | Royal Bank of Canada | 0.01% | 1,048 | $430 | — | June 30, 2026 |
| 12 | Crewe Advisors LLC | <0.01% | 121 | $50 | — | June 30, 2026 |
| 13 | Barclays PLC | <0.01% | 61 | $25 | +61 (0.0%) | June 30, 2026 |
| 14 | Morgan Stanley - Brokerage Accounts | <0.01% | 38 | $16 | — | June 30, 2026 |
| 15 | Northwestern Mutual Wealth Management Co | 0.00% | 2 | $1 | −1,236 (−99.8%) | June 30, 2026 |
| 16 | Jane Street Group LLC | 0.00% | — | — | −24,653 (−100.0%) | March 31, 2026 |
| 17 | Arbor Wealth Management, LLC | 0.00% | — | — | −40 (−100.0%) | March 31, 2026 |
| 18 | Citigroup Inc | 0.00% | — | — | −3,265 (−100.0%) | June 30, 2026 |
| 19 | Citadel Advisors Llc | 0.00% | — | — | −21,254 (−100.0%) | June 30, 2026 |
| 20 | JPMorgan Chase & Co | 0.00% | — | — | −1,280 (−100.0%) | March 31, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 9 holders added 145K shares and 7 cut 62K.
CWD top mutual fund and ETF holders
2 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Fidelity Extended Market Index | 0.33% | 34K | $13,894 | — | August 31, 2026 |
| 2 | Fidelity Series Total Market Index | 0.07% | 7,344 | $3,011 | — | August 31, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
CWD insider transactions
latest 13| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2025-04-04 | Jade Leung | Sell | $9.20 | 1,425 | $13,110 |
| 2024-09-03 | John C Loeffler II | Buy | $12.80 | 300 | $3,840 |
| 2024-08-30 | John C Loeffler II | Buy | $13.00 | 199 | $2,587 |
| 2024-08-29 | Michael Trzupek | Buy | $14.00 | 192 | $2,688 |
| 2024-08-27 | Michael Trzupek | Buy | $13.00 | 178 | $2,314 |
| 2024-08-19 | Lawrence X Taylor III | Buy | $12.20 | 50 | $610 |
| 2024-08-15 | Daniel Paul Hansen | Buy | $11.80 | 1,370 | $16,166 |
| 2024-05-23 | Lawrence X Taylor III | Buy | $19.00 | 50 | $950 |
| 2024-05-15 | Jade Leung | Buy | $17.40 | 1,425 | $24,795 |
| 2023-11-13 | John C Loeffler II | Buy | $28.40 | 300 | $8,520 |
| 2023-09-05 | John C Loeffler II | Buy | $31.60 | 500 | $15,800 |
| 2023-08-31 | Daniel Paul Hansen | Buy | $30.00 | 1,250 | $37,500 |
| 2023-08-28 | Daniel Paul Hansen | Buy | $26.80 | 1,428 | $38,270 |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
CWD shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns CWD
Institutional investors own 2.9% of CaliberCos's shares and insiders 3.04%. The largest holder is Susquehanna International Group, LLP with 0.54% of the shares (56K), as of June 30, 2026. Among the top 20 institutions, 9 added shares and 7 reduced their stake in the latest filings. Short interest is 7.85% of the float, or 0.16 days of average trading volume. The share count fell 86.7% since 2021.
Related: CWD analyst forecast, CWD key metrics. See the CWD stock overview for the latest quote and news.
CWD ownership FAQ
Who owns the most CaliberCos stock?
The largest shareholders of CaliberCos are Susquehanna International Group, LLP (0.54%), Geode Capital Management, LLC (0.53%), Vanguard Capital Management, LLC (0.35%), Vanguard Fiduciary Trust Co (0.34%), XTX Topco Ltd (0.28%).
What percentage of CaliberCos is owned by institutions?
Institutions hold 2.9% of CaliberCos's shares outstanding; insiders hold 3.04%.
Which funds own CaliberCos?
The largest fund holders of CaliberCos are Fidelity Extended Market Index (0.33%), Fidelity Series Total Market Index (0.07%).
What is CaliberCos's short interest?
814K shares of CaliberCos were sold short, 7.85% of the float; at the average daily volume it would take 0.16 days to cover.
Are insiders buying or selling CaliberCos?
Of the latest 13 reported insider transactions in CaliberCos (since August 28, 2023), 12 were purchases and 1 were sales.
How many shares of CaliberCos are outstanding?
CaliberCos has 10.4M shares outstanding, of which 9.8M are in the public float.