Institutional Ownership Calix, Inc (CALX)
This table provides information about the institutional ownership of Calix, Inc (CALX). We have compiled data on the 296 institutions that hold shares in the stock, with a total of 54.7 Million shares, which have been reported (via 13F filing form) to have a value of $3.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
267
shares
|
$15,598
0.0% of portfolio
|
Q2 2025
Added 18.67%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
262
shares
|
$15,306
0.0% of portfolio
|
Q1 2025
Reduced 85.64%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
261
shares
|
$15,247
0.0% of portfolio
|
Q2 2025
Added 17.57%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
230
shares
|
$13,436
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bayforest Capital LTD
London, X0 |
Jul 28, 2025 Q2 2025 |
216
shares
|
$12,618
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
208
shares
|
$12,151
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
183
shares
|
$10,690
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
167
shares
|
$9,756
0.0% of portfolio
|
Q2 2025
Reduced 20.1%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
155
shares
|
$9,055
0.0% of portfolio
|
Q3 2024
Added 40.91%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
154
shares
|
$8,996
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
143
shares
|
$8,354
0.0% of portfolio
|
Q2 2025
Reduced 54.46%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
122
shares
|
$7,127
0.0% of portfolio
|
Q2 2025
Reduced 12.23%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
110
shares
|
$6,426
0.0% of portfolio
|
Q2 2025
Added 15.79%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
109
shares
|
$6,367
0.0% of portfolio
|
Q4 2017
Added 43.12%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
100
shares
|
$5,842
0.0% of portfolio
|
Q2 2024
Reduced 83.74%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
96
shares
|
$5,608
0.0% of portfolio
|
Q2 2024
Added 47.69%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
88
shares
|
$5,140
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
88
shares
|
$5,140
0.0% of portfolio
|
Q4 2024
Reduced 79.25%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
87
shares
|
$5,082
0.0% of portfolio
|
Q4 2024
Reduced 23.01%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
85
shares
|
$4,965
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
83
shares
|
$4,848
0.0% of portfolio
|
Q2 2025
Added 25.76%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
76
shares
|
$4,439
0.0% of portfolio
|
Q1 2025
Added 1800.0%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
71
shares
|
$4,147
0.0% of portfolio
|
Q2 2025
Added 86.84%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
63
shares
|
$3,680
0.0% of portfolio
|
Q2 2025
Reduced 52.27%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
62
shares
|
$3,622
0.0% of portfolio
|
Q2 2025
Reduced 53.03%
|