CLMB · Company research
Climb Global Solutions, Inc. Common Stock (CLMB): 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.
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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 |
|---|---|---|---|---|---|---|---|---|---|
| USA FINANCIAL FORMULAS | 1534358 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1993 | 46258 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| UBS Group AG | 1610520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 95093 | 2207109 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| WASATCH ADVISORS LP | 814133 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 691360 | 16046466 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 775070 | 17989375 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5060 | 218 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 1446179 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15766 | 365929 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AltraVue Capital, LLC | 1740837 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 731910 | 16987631 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CITIGROUP INC | 831001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13358 | 310039 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| DIMENSIONAL FUND ADVISORS LP | 354204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 411069 | 9540911 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| AMERICAN CENTURY COMPANIES INC | 748054 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 46244 | 1073323 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| BNP PARIBAS FINANCIAL MARKETS | 1166588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8598 | 199560 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| STRS OHIO | 820478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4400 | 102124 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| CANADA PENSION PLAN INVESTMENT BOARD | 1283718 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13600 | 315656 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SIGNATUREFD, LLC | 1456048 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 736 | 17083 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| XTX Topco Ltd | 1828301 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38952 | 904076 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FIRST TRUST ADVISORS LP | 1125816 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 62038 | 1439901 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Nuveen, LLC | 1871926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22343 | 518581 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Tower Research Capital LLC (TRC) | 1533421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1110 | 25763 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Optiver Holding B.V. | 1859606 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 64 | 1485 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| ROYAL BANK OF CANADA | 1000275 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 506 | 12000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AQR CAPITAL MANAGEMENT LLC | 1167557 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22483 | 521834 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NEW YORK STATE COMMON RETIREMENT FUND | 810265 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 194780 | 4520844 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| DEUTSCHE BANK AG\ | 948046 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16284 | 377952 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Arax Advisory Partners | 1586767 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 82 | 1903 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Verdence Capital Advisors LLC | 1719305 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 76566 | 1777097 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12564 | 291610 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1007280 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 45572 | 1057726 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| FMR LLC | 315066 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1932 | 44850 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SEI INVESTMENTS CO | 350894 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 245120 | 5689235 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MERCER GLOBAL ADVISORS INC /ADV | 853758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2448 | 56818 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Covestor Ltd | 1909846 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 44 | 1 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Financial Advisors Network, Inc. | 1697856 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 45685 | 1060349 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Caitong International Asset Management Co., Ltd | 1963355 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 491 | 11396 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| SIERRA SUMMIT ADVISORS LLC | 2012614 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43997 | 1021171 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| Ancora Advisors LLC | 1446114 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25410 | 589766 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Tieton Capital Management, LLC | 1381954 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 687131 | 15948 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Manatuck Hill Partners, LLC | 1467902 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35000 | 812350 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Jupiter Topco LLC | 2146052 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 83838 | 1945880 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 1238990 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 551910 | 12809831 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Invesco Ltd. | 914208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6645 | 154230 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Lakewood Asset Management LLC | 1966581 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17855 | 414415 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| VICTORY CAPITAL MANAGEMENT INC | 1040188 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35079 | 814184 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Sterling Capital Management LLC | 1329883 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 59 | 1369 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| Cape Investment Advisory, Inc. | 1944437 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1132 | 26274 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| STATE STREET CORP | 93751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 344399 | 7993501 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| IFP Advisors, Inc | 1641866 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4614 | 107091 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| State of Alaska, Department of Revenue | 1370102 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 820 | 19 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| Legato Capital Management LLC | 1442641 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 207864 | 4824523 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 938076 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15388 | 357155 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| VANGUARD FIDUCIARY TRUST CO | 933478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 118023 | 2739314 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| State of Wyoming | 1821626 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4191 | 97273 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| FIFTH THIRD BANCORP | 35527 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20588 | 477847 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Thrivent Financial for Lutherans | 314984 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 605027 | 14043 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PINNACLE ASSOCIATES LTD | 743127 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 105832 | 2456361 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Caprock Group, LLC | 1610769 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28771 | 667775 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| ZWJ INVESTMENT COUNSEL INC | 842782 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13141 | 305003 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| SBI Securities Co., Ltd. | 1851815 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 119 | 2762 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Ballast Asset Management, LP | 1998389 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 315770 | 7329022 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CHOREO, LLC | 1679031 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 272726 | 6329961 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| ALLIANCEBERNSTEIN L.P. | 1109448 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15611 | 309410 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Costello Asset Management, INC | 1760145 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1200 | 27852 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| RHUMBLINE ADVISERS | 1115418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19292 | 447757 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| HARBOR CAPITAL ADVISORS, INC. | 1039128 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 157 | 4 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| ROYCE & ASSOCIATES LP | 906304 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 363393 | 8434352 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CITADEL ADVISORS LLC | 1423053 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 124518 | 2890063 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PNC Financial Services Group, Inc. | 713676 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 108 | 2507 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| BARD ASSOCIATES INC | 1105907 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 180561 | 4190821 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Jacobi Capital Management LLC | 1689646 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12414 | 288137 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9 | 209 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 1140334 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20710 | 480679 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| RAYMOND JAMES FINANCIAL INC | 720005 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43193 | 1002509 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Integrated Wealth Concepts LLC | 1737109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4 | 93 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Bank of New York Mellon Corp | 1390777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100462 | 2331723 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| ALBERT D MASON INC | 1169318 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 62315 | 1446336 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Russell Investments Group, Ltd. | 1692234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10704 | 248439 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Trexquant Investment LP | 1633445 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35619 | 826717 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ISTHMUS PARTNERS, LLC | 1639666 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 137375 | 3188474 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| Venturi Wealth Management, LLC | 1666363 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13466 | 312546 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| Parallel Advisors, LLC | 1690010 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5 | 116 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Pinnacle Wealth Management Advisory Group, LLC | 1631864 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20043 | 465198 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.