CALIX, INC — Institutional Ownership

Which tracked institutions hold CALX, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.

26
Funds holding
$894592175
Total value held
Buying
19 added/new · 6 reduced
# Institution Value Shares Δ Shares Change (QoQ)
1 Blackrock, Inc. $546405187 11153403 -309538 -2.70%
2 State Street Corp $127636048 2602333 +239368 +10.13%
3 Bank Of America Corp /De/ $36748232 750117 +290661 +63.26%
4 Morgan Stanley $34891392 712213 +89338 +14.34%
5 Invesco Ltd. $30581419 577771 +95738 +19.86%
6 Northern Trust Corp $29871261 609742 +14116 +2.37%
7 Principal Financial Group Inc $19367363 395333 +52685 +15.38%
8 Bank Of New York Mellon Corp $18981665 387460 -18421 -4.54%
9 Goldman Sachs Group Inc $15062857 307468 -94268 -23.47%
10 Sei Investments Co $13194009 269320 NEW BUY
11 Ameriprise Financial Inc $5086877 103835 -5940 -5.41%
12 Wells Fargo & Company/Mn $3805910 71905 +30081 +71.92%
13 Prudential Financial Inc $3146824 64234 -111985 -63.55%
14 Blackstone Inc. $2763428 56408 NEW BUY
15 Franklin Resources Inc $1917028 39131 +3009 +8.33%
16 Janus Henderson Group Plc $1334602 27234 NEW BUY
17 Citigroup Inc $794850 15017 -28126 -65.19%
18 Fifth Third Bancorp $708296 14458 +13990 +2989.32%
19 Pnc Financial Services Group, Inc. $656466 13400 +2690 +25.12%
20 Barclays Plc $579012 11819 NEW BUY
21 Bank Of Montreal /Can/ $381142 7780 NEW BUY
22 Enterprise Financial Services Corp $297957 6082 Held
23 Hancock Whitney Corp $205821 4725 +299 +6.76%
24 Royal Bank Of Canada $146000 2969 NEW BUY
25 Us Bancorp \De\ $26945 550 +33 +6.38%
26 Amalgamated Financial Corp. $1584 36916 NEW BUY

Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.