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Institutional Ownership · SEC Form 13F

Who owns Catalyst Bancorp, Inc. (CLST)


Which tracked institutional funds hold CLST, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CLST 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.

23
Institutional holders
1M
Shares held (tracked funds)
24.6%
Of shares outstanding

How the tape is positioned

2 tracked funds added or opened CLST while 3 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

CLST’s largest tracked holder by dollar value, STILWELL VALUE LLC, sizes it at 5.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 5.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in CLST 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 23 tracked filers holding CLST, 11 increased or opened the position and 6 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 CLST 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 1

  • VANGUARD CAPITAL MANAGEMENT LLC$3M

Full exits 2

  • Murchinson Ltd.$4M
  • VANGUARD GROUP INC$3M

Largest adds

  • STILWELL VALUE LLC$666K

Largest trims

  • NewEdge Advisors, LLC$317K

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).

FundSharesReported value% of valueQuarter
STILWELL VALUE LLC added282,434$5M19.7%2026-Q1
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC added197,285$3M13.8%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new190,140$3M13.3%2026-Q1
BlackRock, Inc. added65,633$1M4.6%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC trimmed34,489$571K2.4%2026-Q1
ALLIANCEBERNSTEIN L.P. trimmed31,630$498K2.1%2026-Q1
Montz Harcus Wealth Management LLC30,000$497K2.1%2026-Q1
Kestra Advisory Services, LLC trimmed25,000$414K1.7%2026-Q1
VANGUARD FIDUCIARY TRUST CO new24,216$401K1.7%2026-Q1
RENAISSANCE TECHNOLOGIES LLC trimmed23,200$384K1.6%2026-Q1
Summit Financial Wealth Advisors, LLC18,200$301K1.3%2026-Q1
WITTENBERG INVESTMENT MANAGEMENT, INC.13,669$226K1.0%2026-Q1
CITADEL ADVISORS LLC added13,001$215K0.9%2026-Q1
BASSWOOD CAPITAL MANAGEMENT, L.L.C.11,246$186K0.8%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP new10,825$179K0.8%2026-Q1
RAFFLES ASSOCIATES LP10,555$175K0.7%2026-Q1
NewEdge Advisors, LLC21,500$22K0.1%2026-Q1
Vanguard Global Advisers, LLC new1,140$19K0.1%2026-Q1
American Capital Advisory, LLC125$2K0.0%2026-Q1
Golden State Wealth Management, LLC75$1K0.0%2026-Q1
UBS Group AG added47$7780.0%2026-Q1
BNP PARIBAS FINANCIAL MARKETS6$990.0%2026-Q1
CITIGROUP INC1$170.0%2026-Q1
Murchinson Ltd.259,067$4M17.2%2025-Q4 stale
VANGUARD GROUP INC trimmed215,633$3M14.3%2025-Q4 stale
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed40$5K0.0%2025-Q4 stale
Tower Research Capital LLC (TRC) added80$9320.0%2025-Q1 stale
BANK OF AMERICA CORP /DE/ trimmed9$1420.0%2025-Q4 stale
BARCLAYS PLC new2$260.0%2025-Q3 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%2025-Q2 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.

HoldersTotal shares

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.

Learn how to read institutional ownership