CALIX, INC — Institutional Ownership
Which tracked institutions hold CALX, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
29
Funds holding
$736673206
Total value held
Buying
17 added/new · 11 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $439461286 | 11775490 | +622087 | +5.58% |
| 2 | State Street Corp | $108794967 | 2915560 | +313227 | +12.04% |
| 3 | Ubs Group Ag | $31996676 | 857360 | +857360 | NEW BUY |
| 4 | Northern Trust Corp | $23965076 | 642151 | +32409 | +5.32% |
| 5 | Bank Of America Corp /De/ | $20900469 | 560034 | -190083 | -25.34% |
| 6 | Morgan Stanley | $19588637 | 524882 | -187331 | -26.30% |
| 7 | Principal Financial Group Inc | $14667469 | 393019 | -2314 | -0.59% |
| 8 | Federated Hermes, Inc. | $12049844 | 322879 | +322879 | NEW BUY |
| 9 | Bank Of New York Mellon Corp | $12010571 | 321827 | -65633 | -16.94% |
| 10 | Invesco Ltd. | $11692766 | 313311 | +313311 | NEW BUY |
| 11 | Goldman Sachs Group Inc | $11348490 | 304086 | -3382 | -1.10% |
| 12 | Sei Investments Co | $7086662 | 189891 | -79429 | -29.49% |
| 13 | Jpmorgan Chase & Co | $6732517 | 184038 | +85575 | +86.91% |
| 14 | Ameriprise Financial Inc | $3536929 | 94773 | +94773 | NEW BUY |
| 15 | Prudential Financial Inc | $2251105 | 60319 | -3915 | -6.09% |
| 16 | Wells Fargo & Company/Mn | $2111215 | 56571 | +26110 | +85.72% |
| 17 | Barclays Plc | $1496607 | 40102 | +28283 | +239.30% |
| 18 | Citigroup Inc | $1459137 | 39098 | +24081 | +160.36% |
| 19 | Franklin Resources Inc | $1422937 | 38128 | -1003 | -2.56% |
| 20 | Janus Henderson Group Plc | $1334602 | 27234 | +27234 | NEW BUY |
| 21 | Jefferies Financial Group Inc. | $1134528 | 30400 | +30400 | NEW BUY |
| 22 | Fifth Third Bancorp | $464097 | 12436 | -2022 | -13.99% |
| 23 | Pnc Financial Services Group, Inc. | $434666 | 11647 | -1753 | -13.08% |
| 24 | Bank Of Montreal /Can/ | $287737 | 7710 | -70 | -0.90% |
| 25 | Enterprise Financial Services Corp | $226980 | 6082 | — | Held |
| 26 | Royal Bank Of Canada | $159000 | 4250 | +1281 | +43.15% |
| 27 | Us Bancorp \De\ | $37992 | 1018 | +468 | +85.09% |
| 28 | Southstate Bank Corp | $18660 | 500 | +500 | NEW BUY |
| 29 | Amalgamated Financial Corp. | $1584 | 36916 | +36916 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.