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Climb Global Solutions (CLMB) Institutional Ownership

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$33.58 -0.15 (-0.46%)
As of 12:31 PM Eastern
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Institutional Ownership Changes (13F Filings) for Climb Global Solutions (NASDAQ:CLMB)

Current
Institutional Ownership
Percentage
49.72%
Number of
Institutional Buyers
(last 12 months)
82
Total
Institutional Inflows
(last 12 months)
$168.19M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$8.79M
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CLMB Institutional Buying and Selling by Quarter

Climb Global Solutions Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026Pinnacle Wealth Management Advisory Group LLC20,043$465K0.0%+38.6%0.107%
9/9/2026IFP Advisors Inc4,614$107K0.0%+47.0%0.025%
8/20/2026Ancora Advisors LLC32,470$754K0.0%+44.1%0.174%
8/20/2026Flputnam Investment Management Co.20,710$481K0.0%N/A0.111%
8/18/2026Beacon Pointe Advisors LLC11,961$278K0.0%N/A0.064%
8/18/2026Public Employees Retirement System of Ohio45,572$1.06M0.0%N/A0.244%
8/17/2026Punch & Associates Investment Management Inc.551,910$12.81M0.6%N/A2.958%
8/17/2026Bank of America Corp DE18,105$420K0.0%N/A0.097%
8/15/2026Jupiter Topco LLC83,838$1.95M0.0%N/A0.449%
8/14/2026Ancora Advisors LLC32,470$754K0.0%N/A0.174%
8/14/2026Canada Pension Plan Investment Board13,600$316K0.0%N/A0.073%
8/14/2026Manatuck Hill Partners LLC35,000$812K0.3%N/A0.188%
8/14/2026Legal & General Group Plc5,329$124K0.0%N/A0.029%
8/12/2026De Lisle Partners LLP887,135$20.55M2.2%N/A4.754%
8/12/2026Bard Associates Inc.180,561$4.19M0.9%N/A0.968%
8/10/2026Tieton Capital Management LLC687,131$15.95M4.6%N/A3.682%
8/7/2026BlackRock Inc.1,326,018$30.78M0.0%N/A7.106%
8/7/2026Deutsche Bank AG16,624$386K0.0%N/A0.089%
8/6/2026Flputnam Investment Management Co.20,710$481K0.0%N/A0.111%
8/6/2026Global Retirement Partners LLC1,400$32K0.0%N/A0.008%
8/6/2026Bank of New York Mellon Corp126,508$2.94M0.0%N/A0.678%
8/6/2026State of Wyoming4,191$97K0.0%N/A0.022%
7/10/2026Wasatch Advisors LP691,360$16.05M0.1%+13.8%3.718%
5/19/2026Bank of America Corp DE17,627$349K0.0%+261.7%0.095%
5/16/2026Quantinno Capital Management LP12,668$251K0.0%+77.8%0.068%
5/16/2026Polar Asset Management Partners Inc.192,072$3.81M0.1%+167.3%1.033%
5/15/2026Punch & Associates Investment Management Inc.551,665$10.93M0.6%+309.5%2.966%
5/14/2026Renaissance Technologies LLC536,213$10.63M0.0%+311.9%2.883%
5/14/2026Public Employees Retirement System of Ohio45,572$903K0.0%N/A0.245%
5/14/2026Sei Investments Co.418,908$8.30M0.0%+845.5%2.252%
5/14/2026Walleye Capital LLC23,913$474K0.0%N/A0.129%
5/13/2026First Trust Advisors LP58,726$1.16M0.0%+302.2%0.316%
5/7/2026Dimensional Fund Advisors LP423,197$8.39M0.0%+315.0%2.276%
5/6/2026Catalyst Capital Advisors LLC3,360$67K0.0%-27.4%0.018%
5/5/2026Bank of New York Mellon Corp120,965$2.40M0.0%+303.3%0.655%
5/1/2026Fifth Third Bancorp20,588$408K0.0%N/A0.111%
4/30/2026Peterson Wealth Services3,569$71K0.0%+3,267.0%0.019%
4/30/2026Isthmus Partners LLC134,054$2.66M0.3%+660.3%0.728%
4/27/2026Y Intercept Hong Kong Ltd15,801$313K0.0%N/A0.086%
4/25/2026Strs Ohio11,600$230K0.0%+300.0%0.063%
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4/24/2026Conestoga Capital Advisors LLC72,350$1.43M0.0%+449.6%0.393%
4/22/2026Janney Montgomery Scott LLC79,185$1.57M0.0%+307.6%0.430%
4/22/2026Venturi Wealth Management LLC13,260$263K0.0%+305.9%0.072%
4/21/2026Wasatch Advisors LP607,680$12.04M0.1%+116.1%3.299%
4/21/2026Pinnacle Wealth Management Advisory Group LLC14,456$287K0.0%+171.4%0.078%
4/16/2026Evolve Private Wealth LLC21,802$432K0.0%+323.3%0.118%
3/3/2026Caitong International Asset Management Co. Ltd2,315$238K0.1%+77,066.7%0.050%
2/19/2026Invesco Ltd.2,465$253K0.0%-96.2%0.053%
2/18/2026Beacon Pointe Advisors LLC3,170$326K0.0%+5.5%0.069%
2/18/2026XTX Topco Ltd3,161$325K0.0%N/A0.069%
2/18/2026Millennium Management LLC7,825$804K0.0%-58.9%0.170%
2/18/2026Man Group plc8,375$861K0.0%N/A0.182%
2/18/2026Evolve Private Wealth LLC5,150$529K0.0%N/A0.112%
2/18/2026Boothbay Fund Management LLC2,837$292K0.0%N/A0.062%
2/17/2026Polar Asset Management Partners Inc.71,868$7.39M0.1%+36.2%1.558%
2/17/2026Lazard Asset Management LLC15,274$1.57M0.0%+3.8%0.331%
2/17/2026Jump Financial LLC5,371$552K0.0%+54.6%0.116%
2/17/2026Price T Rowe Associates Inc. MD2,246$231K0.0%+10.9%0.049%
2/17/2026Punch & Associates Investment Management Inc.134,717$13.85M0.8%+5.0%2.922%
2/16/2026Barclays PLC8,553$879K0.0%+9.9%0.186%
2/16/2026Bard Associates Inc.537$55K0.0%N/A0.012%
2/16/2026Aptus Capital Advisors LLC48,123$4.95M0.0%+0.4%1.044%
2/13/2026Kestra Advisory Services LLC1,070$110K0.0%N/A0.023%
2/13/2026First Trust Advisors LP14,602$1.50M0.0%+5.1%0.317%
2/13/2026Charles Schwab Investment Management Inc.11,163$1.15M0.0%-1.7%0.242%
2/13/2026State Street Corp92,480$9.51M0.0%-0.5%2.006%
2/13/2026Dynamic Technology Lab Private Ltd2,177$224K0.1%N/A0.047%
2/13/2026Caitong International Asset Management Co. Ltd959$99K0.3%+31,866.7%0.021%
2/13/2026De Lisle Partners LLP246,988$25.43M3.3%+2.7%5.358%
2/13/2026Wells Fargo & Company MN5,244$539K0.0%+108.6%0.114%
2/12/2026Wasatch Advisors LP281,160$28.90M0.2%-7.2%6.099%
2/12/2026Jane Street Group LLC13,836$1.42M0.0%+23.8%0.300%
2/12/2026Renaissance Technologies LLC130,196$13.38M0.0%-6.8%2.824%
2/12/2026Dimensional Fund Advisors LP101,982$10.48M0.0%-1.1%2.212%
2/12/2026New York State Common Retirement Fund38,345$3.94M0.0%+78.6%0.832%
2/12/2026Aviva PLC4,581$471K0.0%N/A0.099%
2/11/2026Janney Montgomery Scott LLC19,427$2.00M0.0%-3.1%0.421%
2/11/2026Deutsche Bank AG2,975$306K0.0%+5.5%0.065%
2/11/2026LPL Financial LLC10,892$1.12M0.0%+7.3%0.236%
2/11/2026AltraVue Capital LLC189,851$19.52M1.6%+85.3%4.118%
2/10/2026Goldman Sachs Group Inc.13,198$1.36M0.0%+18.8%0.286%
2/10/2026Tieton Capital Management LLC111,984$11.51M3.9%+83.9%2.429%
2/10/2026Arcadia Investment Management Corp MI1,485$153K0.0%N/A0.032%
2/9/2026Geode Capital Management LLC129,194$13.28M0.0%+20.3%2.802%
2/9/2026Royce & Associates LP74,460$7.65M0.1%+5.2%1.615%
2/9/2026Ballast Asset Management LP76,857$7.90M3.7%-3.7%1.667%
2/6/2026Legato Capital Management LLC40,416$4.15M0.4%+86.2%0.877%
2/6/2026Global Retirement Partners LLC350$36K0.0%N/A0.008%
2/5/2026Isthmus Partners LLC17,631$1.81M0.2%N/A0.382%
2/5/2026Thrivent Financial for Lutherans145,416$14.95M0.0%+41.9%3.154%
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2/5/2026Pinnacle Associates Ltd.14,010$1.44M0.0%+10.5%0.304%
2/2/2026Pinnacle Wealth Management Advisory Group LLC5,326$547K0.0%N/A0.116%
2/2/2026Conestoga Capital Advisors LLC13,165$1.35M0.0%+46.7%0.286%
1/30/2026New York State Teachers Retirement System284$29K0.0%-26.0%0.006%
1/29/2026Comerica Bank2,972$305K0.0%-3.9%0.064%
1/29/2026Inscription Capital LLC2,330$240K0.0%N/A0.051%
1/29/2026UBS Group AG22,953$2.36M0.0%+75.9%0.498%
1/27/2026Round Rock Advisors LLC6,753$694K0.1%+66.3%0.146%
1/26/2026Lakewood Asset Management LLC4,178$429K0.3%+7.8%0.091%
1/23/2026Choreo LLC61,551$6.37M0.1%+2.2%1.335%


CLMB Institutional Ownership - Frequently Asked Questions

During the previous two years, 149 institutional investors and hedge funds held shares of Climb Global Solutions. The most heavily invested institutionals were Vanguard Group Inc. ($31.22M), BlackRock Inc. ($30.78M), De Lisle Partners LLP ($20.55M), AltraVue Capital LLC ($19.52M), Wasatch Advisors LP ($16.05M), Tieton Capital Management LLC ($15.95M), and Thrivent Financial for Lutherans ($14.95M).Learn more on Climb Global Solutions' institutional investors.

49.72% of Climb Global Solutions' stock is owned by institutional investors. Learn more on CLMB's institutional investor holdings.

Of the 134 institutional investors that purchased Climb Global Solutions' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BlackRock Inc. ($1.33M), Punch & Associates Investment Management Inc. ($975.24K), De Lisle Partners LLP ($952.09K), Tieton Capital Management LLC ($738.22K), Wasatch Advisors LP ($497.57K), Renaissance Technologies LLC ($406.02K), and Sei Investments Co. ($374.60K).

Institutional investors have bought a total of 7,408,418 shares in the last 24 months. This purchase volume represents approximately $168.19M in transactions.

Of the 31 institutional investors that sold Climb Global Solutions' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Invesco Ltd. ($62.80K), Polar Asset Management Partners Inc. ($46.27K), JPMorgan Chase & Co. ($44.87K), Wasatch Advisors LP ($21.72K), Two Sigma Investments LP ($17.51K), Millennium Management LLC ($16.02K), and Dimensional Fund Advisors LP ($14.56K).

Institutional investors have sold a total of 287,637 shares in the last 24 months. This volume of shares sold represents approximately $8.79M in transactions.


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Institutional ownership data for NASDAQ:CLMB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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