CLDI · Company research
Calidi Biotherapeutics, Inc. (CLDI): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
30records availableHealthcare
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | 853758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50 | 9 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| UBS Group AG | 1610520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7882 | 1340 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Tower Research Capital LLC (TRC) | 1533421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1396 | 237 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25509 | 4337 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Tradewinds Capital Management, LLC | 1616026 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 101 | 18 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC | 919185 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1042 | 177 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Farther Finance Advisors, LLC | 1992825 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10000 | 1700 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| EVERMAY WEALTH MANAGEMENT LLC | 1066816 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 1 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Belpointe Asset Management LLC | 1721242 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19921 | 3387 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| MORGAN STANLEY | 895421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13244 | 2251 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| OSAIC HOLDINGS, INC. | 1677044 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2628 | 447 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Independent Advisor Alliance | 1696899 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 45000 | 7650 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| HighTower Advisors, LLC | 1462245 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 83523 | 14199 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 111101 | 18887 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Private Advisor Group, LLC | 1567755 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30000 | 5100 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Finepoint Capital LP | 1608126 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1042 | 177 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| RFG Advisory, LLC | 1633387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12000 | 2040 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| RS CRUM INC. | 1401459 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43239 | 7351 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Arax Advisory Partners | 1586767 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37345 | 6349 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Northern Trust Corp | 73124 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17758 | 3019000 | — | — | — | Aug 13, 2026 | SEC_13F_HR |
| Citigroup Inc. | 831001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4594 | 781000 | — | — | — | Aug 3, 2026 | SEC_13F_HR |
| CITIGROUP INC | 831001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4594 | 781 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| SBI Securities Co., Ltd. | 1851815 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 375 | 64 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| NORTHERN TRUST CORP | 73124 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17758 | 3019 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Reyes Financial Architecture, Inc. | 2047201 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100 | 17 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| JANE STREET GROUP, LLC | 1595888 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 54221 | 9218 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Citigroup Inc. | 831001 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14 | 3000 | — | — | — | May 11, 2026 | SEC_13F_HR |
| Northern Trust Corp | 73124 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17758 | 4241000 | — | — | — | May 14, 2026 | SEC_13F_HR |
| Northern Trust Corp | 73124 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 17758 | 20777000 | — | — | — | Feb 17, 2026 | SEC_13F_HR |
| Citigroup Inc. | 831001 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 1000 | — | — | — | Feb 13, 2026 | SEC_13F_HR |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.