Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in CWD held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | GEODE CAPITAL MANAGEMENT, LLC | 66K | $76K | +109.7% | 2.322% | 0.00% |
| 2 | VANGUARD FIDUCIARY TRUST CO | 36K | $41K | — | 1.264% | 0.00% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 26K | $30K | — | 0.931% | 0.00% |
| 4 | XTX Topco Ltd | 22K | $25K | -4.0% | 0.770% | 0.00% |
| 5 | CITADEL ADVISORS LLC | 21K | $24K | — | 0.751% | 0.00% |
| 6 | TWO SIGMA SECURITIES, LLC | 16K | $18K | — | 0.555% | 0.00% |
| 7 | NORTHERN TRUST CORP | 11K | $13K | 0.0% | 0.388% | 0.00% |
| 8 | UBS Group AG | 3K | $4K | -27.8% | 0.122% | 0.00% |
| 9 | CITIGROUP INC | 3K | $4K | +326400.0% | 0.115% | 0.00% |
| 10 | Fortitude Family Office, LLC | 2K | $3K | 0.0% | 0.085% | 0.00% |
| 11 | Tower Research Capital LLC (TRC) | 2K | $3K | -15.4% | 0.084% | 0.00% |
| 12 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1K | $1K | — | 0.044% | 0.00% |
| 13 | ROYAL BANK OF CANADA | 1K | $1K | 0.0% | 0.037% | 0.00% |
| 14 | DecisionPoint Financial, LLC | 142 | $164 | 0.0% | 0.005% | 0.00% |
| 15 | Crewe Advisors LLC | 121 | $140 | 0.0% | 0.004% | 0.00% |
| 16 | MORGAN STANLEY | 38 | $44 | -95.8% | 0.001% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in CWD — a direct measure of their conviction.
Filings activity in CWD during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new CWD position in Q1 2026
Institutions that fully closed their CWD position in Q1 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 16 | +0.0% | 11.33% | +3.30 pp | $0M | +41% |
| Q4 2025 | 16 | +60% | 8.03% | +1.57 pp | $0M | +24% |
| Q3 2025 | 10 | +25% | 6.46% | +5.20 pp | $0M | +413% |
| Q2 2025 | 8 | 60% | 1.26% | 20.64 pp | $0M | 94% |
| Q1 2025 | 20 | +5.3% | 21.90% | 0.16 pp | $0M | 0.8% |
| Q4 2024 | 19 | +19% | 22.06% | +0.74 pp | $0M | +3.5% |
| Q3 2024 | 16 | +0.0% | 21.32% | 4.09 pp | $0M | 16% |
| Q2 2024 | 16 | — | 25.41% | — | $1M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying CWD stock.
Based on Q1 2026 13F filings, institutional ownership of CaliberCos Inc. stands at 11.3%, held across 16 reporting institutions.
GEODE CAPITAL MANAGEMENT, LLC is the largest reported institutional holder of CWD, with approximately 65,723 shares worth $0.00B as of Q1 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of CWD, including CITADEL ADVISORS LLC, TWO SIGMA SECURITIES, LLC.
Our composite Smart Money Score for CWD is 65 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
5 institutions opened new positions in CWD during Q1 2026, while 5 fully exited. 2 added to existing positions and 8 trimmed.
CWD institutional ownership rose by 3.30 percentage points quarter-over-quarter, with a net change of +0 holders.
The top 10 institutions account for 97.7% of all reported 13F value in CWD, and the top 25 account for 100.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
CaliberCos Inc. (CWD) Institutional Ownership