Who owns CALM (CALM)
Which tracked institutional funds hold CALM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CALM company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
104 tracked funds added or opened CALM while 107 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CALM’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes CALM more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in CALM divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 464 tracked filers holding CALM, 256 increased or opened the position and 243 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CALM between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 34
- VANGUARD PORTFOLIO MANAGEMENT LLC$218M
- VANGUARD CAPITAL MANAGEMENT LLC$149M
- River Road Asset Management, LLC$108M
- Boston Partners$96M
- VANGUARD FIDUCIARY TRUST CO$24M
- Twin Lions Management LLC$18M
Full exits 40
- VANGUARD GROUP INC$387M
- Pacer Advisors, Inc.$33M
- JUPITER ASSET MANAGEMENT LTD$29M
- DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$20M
- Solel Partners LP$14M
- CANADA PENSION PLAN INVESTMENT BOARD$12M
Largest adds
- UBS Group AG$32M
- FIRST TRUST ADVISORS LP$28M
- RAYMOND JAMES FINANCIAL INC$23M
- DIMENSIONAL FUND ADVISORS LP$23M
- AMERICAN CENTURY COMPANIES INC$16M
- T. Rowe Price Investment Management, Inc.$16M
Largest trims
- BlackRock, Inc.$201M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$69M
- Invesco Ltd.$34M
- Qube Research & Technologies Ltd$27M
- MILLENNIUM MANAGEMENT LLC$26M
- Man Group plc$22M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 4,713,284 | $373M | 10.4% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 2,751,761 | $218M | 6.1% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 2,519,483 | $199M | 5.6% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 2,008,960 | $159M | 4.5% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,884,288 | $149M | 4.2% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 1,778,468 | $141M | 3.9% | 2026-Q1 |
| STATE STREET CORP added | 1,711,283 | $135M | 3.8% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 1,552,297 | $123M | 3.4% | 2026-Q1 |
| River Road Asset Management, LLC new | 1,369,522 | $108M | 3.0% | 2026-Q1 |
| Boston Partners new | 1,214,077 | $96M | 2.7% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 1,142,308 | $90M | 2.5% | 2026-Q1 |
| MORGAN STANLEY added | 1,115,088 | $88M | 2.5% | 2026-Q1 |
| NORTHERN TRUST CORP added | 960,147 | $76M | 2.1% | 2026-Q1 |
| UBS Group AG added | 816,875 | $65M | 1.8% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 705,124 | $56M | 1.6% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 697,727 | $55M | 1.5% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 649,535 | $51M | 1.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 505,359 | $40M | 1.1% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC added | 353,751 | $28M | 0.8% | 2026-Q1 |
| HENNESSY ADVISORS INC trimmed | 346,800 | $27M | 0.8% | 2026-Q1 |
| SPROTT INC. added | 317,780 | $25M | 0.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 311,236 | $25M | 0.7% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 308,580 | $24M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 307,717 | $24M | 0.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 298,415 | $24M | 0.7% | 2026-Q1 |
| Invesco Ltd. trimmed | 273,443 | $22M | 0.6% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 268,173 | $21M | 0.6% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 255,434 | $20M | 0.6% | 2026-Q1 |
| Fisher Asset Management, LLC added | 223,929 | $18M | 0.5% | 2026-Q1 |
| Twin Lions Management LLC new | 221,544 | $18M | 0.5% | 2026-Q1 |
| Allianz Asset Management GmbH added | 216,368 | $17M | 0.5% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. added | 213,573 | $17M | 0.5% | 2026-Q1 |
| Hound Partners, LLC added | 203,851 | $16M | 0.5% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 200,828 | $16M | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 189,204 | $15M | 0.4% | 2026-Q1 |
| Public Sector Pension Investment Board trimmed | 186,910 | $15M | 0.4% | 2026-Q1 |
| Baird Financial Group, Inc. added | 180,809 | $14M | 0.4% | 2026-Q1 |
| Man Group plc trimmed | 177,970 | $14M | 0.4% | 2026-Q1 |
| National Philanthropic Trust | 168,000 | $13M | 0.4% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 164,373 | $13M | 0.4% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 158,508 | $13M | 0.4% | 2026-Q1 |
| Edgestream Partners, L.P. added | 154,627 | $12M | 0.3% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP added | 152,235 | $12M | 0.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 146,988 | $12M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 135,270 | $11M | 0.3% | 2026-Q1 |
| Woodline Partners LP trimmed | 134,094 | $11M | 0.3% | 2026-Q1 |
| ASSETMARK, INC added | 130,641 | $10M | 0.3% | 2026-Q1 |
| BI Asset Management Fondsmaeglerselskab A/S trimmed | 125,346 | $10M | 0.3% | 2026-Q1 |
| Eldred Rock Partners, LLC added | 123,967 | $10M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 118,558 | $9M | 0.3% | 2026-Q1 |
| Nuveen, LLC trimmed | 112,505 | $9M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 111,988 | $9M | 0.2% | 2026-Q1 |
| CONGRESS ASSET MANAGEMENT CO added | 109,280 | $9M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 109,152 | $9M | 0.2% | 2026-Q1 |
| HRT FINANCIAL LP added | 107,817 | $9M | 0.2% | 2026-Q1 |
| Vestcor Inc added | 106,123 | $8M | 0.2% | 2026-Q1 |
| Beacon Pointe Advisors, LLC new | 100,542 | $8M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 96,471 | $8M | 0.2% | 2026-Q1 |
| FEDERATED HERMES, INC. trimmed | 94,697 | $7M | 0.2% | 2026-Q1 |
| Empowered Funds, LLC trimmed | 94,199 | $7M | 0.2% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC added | 87,853 | $7M | 0.2% | 2026-Q1 |
| Advisors Asset Management, Inc. added | 89,026 | $7M | 0.2% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 87,787 | $7M | 0.2% | 2026-Q1 |
| Swiss National Bank trimmed | 84,800 | $7M | 0.2% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 77,032 | $6M | 0.2% | 2026-Q1 |
| Diversified Investment Strategies, LLC added | 74,230 | $6M | 0.2% | 2026-Q1 |
| CX Institutional added | 73,946 | $6M | 0.2% | 2026-Q1 |
| Vest Financial, LLC added | 73,704 | $6M | 0.2% | 2026-Q1 |
| Buck Wealth Strategies, LLC added | 72,415 | $6M | 0.2% | 2026-Q1 |
| INTECH INVESTMENT MANAGEMENT LLC added | 67,069 | $5M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 66,442 | $5M | 0.1% | 2026-Q1 |
| NORGES BANK trimmed | 54,633 | $5M | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 62,508 | $5M | 0.1% | 2026-Q1 |
| Miller Value Partners, LLC | 62,000 | $5M | 0.1% | 2026-Q1 |
| LPL Financial LLC trimmed | 61,743 | $5M | 0.1% | 2026-Q1 |
| BESSEMER GROUP INC added | 59,116 | $5M | 0.1% | 2026-Q1 |
| ALPS ADVISORS INC trimmed | 58,373 | $5M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 55,104 | $4M | 0.1% | 2026-Q1 |
| OMERS ADMINISTRATION Corp added | 51,507 | $4M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 51,201 | $4M | 0.1% | 2026-Q1 |
| Phocas Financial Corp. trimmed | 50,339 | $4M | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 50,304 | $4M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 4,861,100 | $387M | 10.8% | 2025-Q4 stale |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 471,582 | $47M | 1.3% | 2025-Q2 stale |
| Pacer Advisors, Inc. trimmed | 418,786 | $33M | 0.9% | 2025-Q4 stale |
| JUPITER ASSET MANAGEMENT LTD trimmed | 362,748 | $29M | 0.8% | 2025-Q4 stale |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main added | 251,397 | $20M | 0.6% | 2025-Q4 stale |
| Solel Partners LP new | 181,700 | $14M | 0.4% | 2025-Q4 stale |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 148,700 | $12M | 0.3% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 113,296 | $11M | 0.3% | 2025-Q2 stale |
| Susquehanna Portfolio Strategies, LLC trimmed | 113,988 | $9M | 0.3% | 2025-Q4 stale |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. trimmed | 73,553 | $7M | 0.2% | 2025-Q2 stale |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 73,513 | $7M | 0.2% | 2025-Q3 stale |
| SEVEN GRAND MANAGERS, LLC new | 70,000 | $7M | 0.2% | 2025-Q2 stale |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 60,000 | $6M | 0.2% | 2025-Q3 stale |
| AXA S.A. added | 52,243 | $5M | 0.1% | 2025-Q2 stale |
| AXA Investment Managers S.A. new | 52,243 | $5M | 0.1% | 2025-Q3 stale |
| Ruffer LLP added | 58,210 | $5M | 0.1% | 2025-Q4 stale |
| ALGERT GLOBAL LLC added | 57,511 | $5M | 0.1% | 2025-Q4 stale |
| Hillsdale Investment Management Inc. trimmed | 53,500 | $4M | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.