Castellum, Inc.
CTM- Exchange
- NYSE
- Industry
- Services-Management Consulting Services
- SEC CIK
- 0001877939
In the last 90 days, Castellum, Inc. insiders filed 5 open-market purchases and 0 sales; 35 institutions reported holding it in 13F filings for Q2 2026, worth $5.69M in total; no superinvestor holds it.
13F holders, Q4 2024
Institutional positions in Castellum, Inc. as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 20
- +4 vs. Q3 2024
- Shares held
- 4.77M
- +3.27M (+216.9%) vs. Q3 2024
- Total value
- $9.53M
- +$9.27M (+3,517.2%) vs. Q3 2024
- New holders
- 7
- 2 more added
- Sold out
- 3
- 4 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CTM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 35 | $5.69M |
| Q1 2026 | 27 | $4.56M |
| Q4 2025 | 40 | $11.7M |
| Q3 2025 | 42 | $9.27M |
| Q2 2025 | 33 | $7.30M |
| Q1 2025 | 25 | $3.31M |
| Q4 2024 | 20 | $9.53M |
| Q3 2024 | 17 | $265.6K |
| Q2 2024 | 21 | $965.6K |
| Q1 2024 | 21 | $1.58M |
| Q4 2023 | 20 | $534.7K |
| Q3 2023 | 17 | $262.2K |
| Q2 2023 | 17 | $565.7K |
| Q1 2023 | 14 | $989.3K |
| Q4 2022 | 13 | $1.02M |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Castellum, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Armistice Capital, LLC | 1,535,505 | $3.07M | 0.07% | +1,535,505 | New |
| Bank of New York Mellon Corp | 1,227,824 | $2.46M | 0.00% | +1,227,824 | New |
| Meridian Wealth Management, LLC | 589,400 | $1.18M | 0.06% | −15,300−2.5% | Reduced |
| Jane Street Group, LLC | 449,001 | $898.0K | 0.00% | +429,310+2,180.2% | Added |
| Geode Capital Management, LLC | 299,643 | $599.3K | 0.00% | +99,714+49.9% | Added |
| Magnus Financial Group LLC | 250,000 | $500.0K | 0.05% | 00.0% | Unchanged |
| Vanguard Group Inc | 83,941 | $167.9K | 0.00% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 50,000 | $100.0K | 0.02% | 00.0% | Unchanged |
| State Street Corp | 49,900 | $99.8K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 46,025 | $92.0K | 0.00% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 44,750 | $89.5K | 0.00% | 00.0% | Unchanged |
| PKS Advisory Services, LLC | 42,221 | $84.4K | 0.02% | +42,221 | New |
| UBS Group AG | 33,495 | $67.0K | 0.00% | +33,495 | New |
| Kestra Private Wealth Services, LLC | 28,250 | $56.5K | 0.00% | −2,500−8.1% | Reduced |
| Ronald Blue Trust, Inc. | 14,724 | $29.4K | 0.00% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 11,000 | $22.0K | 0.00% | +11,000 | New |
| Sunbelt Securities, Inc. | 3,000 | $7.74K | 0.00% | +3,000 | New |
| Sanctuary Advisors, LLC | 10,000 | $7.07K | 0.00% | +10,000 | New |
| Bank of America Corp | 1,092 | $2.18K | 0.00% | −1,435−56.8% | Reduced |
| Tower Research Capital LLC (TRC) | 660 | $1.32K | 0.00% | −19,620−96.7% | Reduced |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −42,635−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −34,294−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −11,192−100.0% | Sold out |
| Inscription Capital, LLC | – | – | – | – | Not filed |