HolderBook

CALIDI BIOTHERAPEUTICS INC (CLDI)

Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.

24
Reporting holders
$89.4K
Reported value
20.3%
Of shares outstanding
0.0%
Held as options
-2
Holder change

Institutions report 525,596 shares against 2,584,184 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
GEODE CAPITAL MANAGEMENT, LLC$19.5K114,5500.00%4q+81.8%+$8.8K
HighTower Advisors, LLC$14.2K83,5230.00%4qHELD
JANE STREET GROUP, LLC$9.2K54,2740.00%3q+56.0%+$3.3K
Independent Advisor Alliance$7.7K45,0000.00%newNEW
RS CRUM INC.$7.4K43,2390.00%4q+7.4%
Arax Advisory Partners$6.3K37,3450.00%2qHELD
Private Advisor Group, LLC$5.1K30,0000.00%newNEW
VANGUARD CAPITAL MANAGEMENT LLC$4.3K25,5090.00%2qHELD
Belpointe Asset Management LLC$3.4K19,9210.00%4qHELD
NORTHERN TRUST CORP$3.0K17,7580.00%3qHELD
MORGAN STANLEY$2.3K13,2440.00%4q+39.9%
RFG Advisory, LLC$2.0K12,0000.00%newNEW
Farther Finance Advisors, LLC$1.7K10,0000.00%3qHELD
UBS Group AG$1.3K7,8820.00%newNEW
CITIGROUP INC$7814,5940.00%3q+32714.3%
OSAIC HOLDINGS, INC.$4502,6500.00%4q+25.8%
Tower Research Capital LLC (TRC)$2371,3960.00%3qHELD
HIGHBRIDGE CAPITAL MANAGEMENT LLC$1771,0420.00%4qHELD
Finepoint Capital LP$1771,0420.00%4qHELD
SBI Securities Co., Ltd.$643750.00%4q+226.1%
Tradewinds Capital Management, LLC$181010.00%4qHELD
Reyes Financial Architecture, Inc.$171000.00%4qHELD
MERCER GLOBAL ADVISORS INC /ADV$9500.00%newNEW
EVERMAY WEALTH MANAGEMENT LLC$110.00%4qHELD

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202624$89.4K525,5965700.0%
Q1 202626$458.8K1,921,9784620.0%
Q4 202526$499.7K427,0807720.0%
Q3 202522$353.6K232,53122020.0%
Q2 202531$639.8K2,783,1564650.0%
Q1 202534$3.1M5,380,4948940.3%
Q4 202430$1.2M1,003,02915810.0%
Q3 202419$363.4K318,77018000.0%
Q2 202430$498.2K2,554,26812370.0%
Q1 202429$1.5M2,705,7208730.0%
Q4 202323$3.2M2,176,17113200.0%
Q3 202312$3.5M1,062,8318110.0%
Q2 202324$39.6M3,752,2263350.0%
Q1 202322$37.9M3,657,4053331.6%
Q4 202216$30.6M2,948,0936222.0%
Q3 202222$36.7M3,717,21810071.6%
Q2 202241$215.4M21,611,5493970.3%
Q1 202241$203.0M20,470,90813740.3%
Q4 202128$184.7M18,760,68928000.3%