HolderBook

CELESTICA INC (CLS)

Institutional ownership reported to the SEC as of Q3 2026, across 29 quarters.

30
Reporting holders
$45.1M
Reported value
0.0%
Calls
0.0%
Puts
-856
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$27.8M76,9750.33%newNEW
Farther Finance Advisors, LLC$2.8M7,8690.02%9q+5.4%+$145.3K
Eleva Capital SAS$2.4M6,5642.10%newNEW
Valeo Financial Advisors, LLC$2.0M5,5140.04%8q-15.2%-$356.4K
TOTH FINANCIAL ADVISORY CORP$1.7M4,7560.17%6q-1.7%-$30.0K
GK Wealth Management LLC$1.1M3,0060.61%2q-28.4%-$430.1K
ROCKLAND TRUST CO$835.6K2,3120.03%5qHELD
Legacy Wealth Asset Management, LLC$827.3K2,2890.18%newNEW
Integrated Financial Solutions, Inc.$765.4K2,1100.39%3q+6.3%+$45.3K
CoreCap Advisors, LLC$533.8K1,4770.02%10q-19.7%-$131.2K
TrueWealth Advisors, LLC$492.6K1,3630.11%5q-57.3%-$661.8K
Bullock Wealth Management Group$435.9K1,1680.18%9q-1.1%-$4.9K
Athena Wealth Management, LLC$433.0K1,1980.31%3q-0.7%-$3.3K
Capital Planning LLC$370.5K1,0250.10%5qHELD
Versant Capital Management, Inc$363.1K1,0010.03%7q-1.1%-$4.0K
Sunburst Financial Group, LLC$354.6K9810.06%3q+18.2%+$54.6K
Williams & Novak Wealth Management, LLC$285.2K7890.17%newNEW
Vann Equity Management LLC$271.1K7500.16%3q-2.7%-$7.6K
Graves Light Lenhart Wealth, Inc.$260.2K7200.02%4qHELD
KFA Private Wealth Group, LLC$250.1K6920.06%2qHELD
TITLEIST ASSET MANAGEMENT, LLC$233.1K6450.02%newNEW
Venture Visionary Partners LLC$209.6K5800.01%2q-19.2%-$49.9K
Wedmont Private Capital$200.7K5630.00%newNEW
MassMutual Private Wealth & Trust, FSB$60.4K1670.00%9q-25.4%-$20.6K
Pacifica Partners Inc.$37.2K1000.01%7qHELD
ELEVATION WEALTH PARTNERS, LLC$28.2K780.01%newNEW
ARMSTRONG ADVISORY GROUP, INC$22.0K610.00%4q+15.1%+$2.9K
Mn Services Vermogensbeheer B.V.$12.1K33,2930.09%6qHELD
Olistico Wealth, LLC$7.3K200.00%3qHELD
GAMMA Investing LLC$4.7K130.00%2q-18.8%-$1.1K
GILPIN WEALTH MANAGEMENT, LLC$2.2K60.00%newNEW
Polaris Financial Partners$2326530.10%newFIRST
CX Institutional$8230.00%4q+360.0%

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-09-112026-09-11Directors or officers departed or appointedfiling

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-08-04MIONIS ROBERTChief Executive OfficerSold98,453$36.3M ×20
2026-06-15MIONIS ROBERTChief Executive OfficerSold66,056$26.4M ×17
2026-06-16MIONIS ROBERTChief Executive OfficerSold55,768$21.6M ×15
2026-08-05MIONIS ROBERTChief Executive OfficerSold51,061$18.8M ×18
2026-09-23MIONIS ROBERTChief Executive OfficerSold23,396$8.5M ×8
2026-08-13MIONIS ROBERTChief Executive OfficerSold23,496$8.5M ×6
2026-09-23Cooper Todd CPresidentSold20,118$7.2M
2026-06-17MIONIS ROBERTChief Executive OfficerSold18,176$7.0M ×14
2026-06-15Chawla MandeepChief Financial OfficerSold17,000$6.8M ×15
2026-08-04Chawla MandeepChief Financial OfficerSold16,117$6.0M ×15
2026-07-31MIONIS ROBERTChief Executive OfficerSold9,543$3.5M ×11
2026-05-19Wilson Michael MaxDirectorSold4,168$1.4M

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
Q3 202630$45.1M124,79284120.0%
Q2 2026886$33.6B82,007,28617433026310.4%
Q1 2026785$23.9B76,264,65210727527110.4%
Q4 2025815$26.0B77,731,34415622630011.5%
Q3 2025718$22.0B79,986,64618918227210.6%
Q2 2025606$13.9B80,569,3171742001799.4%
Q1 2025496$7.3B83,267,9421241761549.5%
Q4 2024447$8.4B84,657,0141141181587.5%
Q3 2024355$4.6B82,029,392801251149.5%
Q2 2024330$5.4B86,117,479326458.1%
Q1 202417$179.2M3,039,642140123.7%
Q4 20235$21.6M75,50010089.7%
Q3 20233$6.6M0200100.0%
Q2 20233$687.4K2,250100100.0%
Q1 20233$603.8K10,100300100.0%
Q4 20221$5.0K0200100.0%
Q2 20221$11.0K0000100.0%
Q1 20223$197.0K7,536100100.0%
Q4 20212$214.0K0000100.0%
Q3 20212$224.0K0000100.0%
Q2 20212$212.0K0100100.0%
Q1 20212$30.0K0000100.0%
Q4 20203$359.0K42,000100100.0%
Q3 20203$346.0K42,000100100.0%
Q2 20202$160.0K0200100.0%
Q1 20202$19.0K0200100.0%
Q4 20191$4.0K0000100.0%
Q3 20191$35.0K0100100.0%
Q2 20191$340.0K0100100.0%