Calamos Strategic Total Return Fund
CSQ- Exchange
- Nasdaq
- SEC CIK
- 0001275214
No open-market purchases or sales by Calamos Strategic Total Return Fund insiders were filed in the last 90 days; 223 institutions reported holding it in 13F filings for Q2 2026, worth $801.0M in total; no superinvestor holds it.
Holders of 5% or more of CSQ
Holders whose latest Schedule 13D or 13G filing reports 5% or more of Calamos Strategic Total Return Fund, largest stake first. The change is against the holder's previous filing.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| BlackRock Portfolio Management LLC | 13G | 36.40%2.20M shares | New | Sep 8, 20261 filing | Sep 8, 2026 | SEC |
| Thrivent Financial for Lutherans | 13G/A | 22.20%720.0K shares | – | Oct 5, 20222 filings | Nov 12, 2024 | SEC |
| Equitable Holdings, Inc. | 13G | 19.90%1.20M shares | – | Oct 20, 20215 filings | Sep 11, 2026 | SEC |
| Apollo Management Holdings GP, LLC | 13G/A | 15.20%608.0K shares | −32.80 ppfrom 48.00% | Jun 2, 202211 filings | Jul 28, 2026 | SEC |
| Lincoln National Life Insurance Co | 13G | 10.60%640.0K shares | New | Sep 8, 20261 filing | Sep 8, 2026 | SEC |
Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.
13D and 13G filings
38 Schedule 13D and 13G filings on Calamos Strategic Total Return Fund, newest first, including old-format filings without a stake.
| Filed (ET) | Filer | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| Sep 11, 20262:24 PM ET | Equitable Holdings, Inc. | 13G | 19.90%1.20M shares | – | Aug 31, 2026 | SEC |
| Sep 8, 20264:30 PM ET | BlackRock Portfolio Management LLC | 13G | 36.40%2.20M shares | New | Aug 31, 2026 | SEC |
| Sep 8, 20264:11 PM ET | MetLife Investment Management | 13G/A | 0.00%0 shares | –Below 5% | Aug 31, 2026 | SEC |
| Sep 8, 20269:44 AM ET | Lincoln National Life Insurance Co | 13G | 10.60%640.0K shares | New | Aug 26, 2026 | SEC |
| Jul 28, 20264:05 PM ET | Apollo Management Holdings GP, LLCand 8 others | 13G/A | 15.20%608.0K shares | −32.80 ppfrom 48.00% | Jun 18, 2026 | SEC |
| May 14, 20265:26 PM ET | Apollo Management Holdings GP, LLCand 8 others | 13G/A | 48.00%1.92M shares | 0.00 ppfrom 48.00% | Mar 31, 2026 | SEC |
| Feb 13, 20269:16 PM ET | Apollo Management Holdings GP, LLCand 8 others | 13G/A | 48.00%1.92M shares | 0.00 ppfrom 48.00% | Dec 31, 2025 | SEC |
| Nov 14, 20257:41 PM ET | Apollo Management Holdings GP, LLCand 8 others | 13G/A | 48.00%1.92M shares | 0.00 ppfrom 48.00% | Sep 30, 2025 | SEC |
| Aug 14, 20259:12 PM ET | Apollo Management Holdings GP, LLCand 8 others | 13G/A | 48.00%1.92M shares | 0.00 ppfrom 48.00% | Jun 30, 2025 | SEC |
| May 15, 20254:21 PM ET | Apollo Management Holdings GP, LLCand 8 others | 13G/A | 48.00%1.92M shares | 0.00 ppfrom 48.00% | Mar 31, 2025 | SEC |
| Feb 14, 20254:58 PM ET | Apollo Management Holdings GP, LLCand 8 others | 13G/A | 48.00%1.92M shares | – | Dec 31, 2024 | SEC |
| Nov 14, 2024 | Apollo Management Holdings GP, LLC | 13G/AOld format | – | – | – | SEC |
| Nov 12, 20243:50 PM ET | Thrivent Financial for Lutherans | 13G/A | 22.20%720.0K shares | – | Sep 6, 2024 | SEC |
| Nov 8, 2024 | MetLife Investment Management | 13G/AOld format | – | – | – | SEC |
| Aug 30, 2024 | Northwestern Mutual Life Insurance Co | 13GOld format | – | New | – | SEC |
| Feb 14, 20243:34 PM ET | Equitable Holdings, Inc. | 13G/AOld format | – | – | – | SEC |
| Feb 14, 2024 | Apollo Management Holdings GP, LLC | 13G/AOld format | – | – | – | SEC |
| Feb 28, 202310:56 AM ET | Sun Life Financial INC | 13G/AOld format | – | – | – | SEC |
| Feb 28, 2023 | Sun Life Assurance Co of Canada | 13G/AOld format | – | – | – | SEC |
| Feb 16, 2023 | Guardian Life Insurance Company of America | 13G/AOld format | – | – | – | SEC |
| Feb 15, 20238:37 AM ET | Equitable Holdings, Inc. | 13G/AOld format | – | – | – | SEC |
| Feb 14, 2023 | MetLife Investment Management | 13G/AOld format | – | – | – | SEC |
| Feb 14, 2023 | MetLife Investment Management | 13GOld format | – | – | – | SEC |
| Feb 14, 2023 | Apollo Management Holdings GP, LLC | 13G/AOld format | – | – | – | SEC |
| Oct 5, 2022 | Thrivent Financial for Lutherans | 13GOld format | – | New | – | SEC |
| Jun 10, 2022 | MetLife Investment Management | 13G/AOld format | – | – | – | SEC |
| Jun 10, 2022 | MetLife Investment Management | 13G/AOld format | – | – | – | SEC |
| Jun 10, 2022 | MetLife Investment Management | 13GOld format | – | – | – | SEC |
| Jun 10, 2022 | MetLife Investment Management | 13GOld format | – | New | – | SEC |
| Jun 2, 2022 | Apollo Management Holdings GP, LLC | 13GOld format | – | New | – | SEC |
| May 27, 20224:18 PM ET | Voya Financial, Inc. | 13GOld format | – | New | – | SEC |
| Feb 14, 20222:52 PM ET | Sun Life Financial INC | 13G/AOld format | – | – | – | SEC |
| Feb 14, 2022 | Sun Life Assurance Co of Canada | 13G/AOld format | – | – | – | SEC |
| Feb 11, 20226:04 PM ET | Equitable Holdings, Inc. | 13GOld format | – | – | – | SEC |
| Oct 29, 20213:20 PM ET | Arch Capital Group Ltd | 13GOld format | – | New | – | SEC |
| Oct 20, 202112:35 PM ET | Equitable Holdings, Inc. | 13GOld format | – | New | – | SEC |
| Feb 16, 20212:54 PM ET | Sun Life Financial INC | 13G/AOld format | – | – | – | SEC |
| Feb 16, 2021 | Sun Life Assurance Co of Canada | 13G/AOld format | – | – | – | SEC |
Form 144: proposed insider sales
Notices from officers, directors and other affiliates planning to sell Calamos Strategic Total Return Fund shares.
No Form 144 notices for Calamos Strategic Total Return Fund are on file.