Skip to content
Disclosery

CVLT COMMVAULT SYS INC

Follow

Stock (common), issuer CIK 1169561

446 managers (460 13F filers) reported a position in CVLT shares at 2025-06-30, 44,877,641 shares in all. 73 filers opened a position and 40 filers sold out during the quarter.

Managers
446
13F filers
460
New
73
Added
184
Reduced
149
Sold out
40
Shares held by filers
44,877,641

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
MORTON DAVID H JRdirector2026-10-09+1,317 A$0Form 4

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
US BANCORP \DE\in group US BANCORP \DE\6,911$1.2M<0.01%-79313F-HRTimelineGroup
Gibbs Wealth Management6,813$1.19M0.23%+1,02113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC6,803$1.19M0.01%-41213F-HRTimeline
Lindenwold Advisors, INC6,613$1.15M0.6%+313F-HRTimeline
FRED ALGER MANAGEMENT, LLCin group FRED ALGER MANAGEMENT, LLC7,513$1.14M0.01%new13F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.6,442$1.12M<0.01%-8,02113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,074$1.06M<0.01%+2,71313F-HRTimelineGroup
BANTAMAC CAPITAL, LLC6,053$1.06M0.38%-48113F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC5,976$1.04M0.01%+2,29913F-HRTimelineGroup
Ulland Investment Advisors, LLC5,952$1.04M0.79%-14813F-HRTimeline
HANCOCK WHITNEY CORP5,881$1.03M0.02%-913F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.5,848$1.02M<0.01%-94013F-HRTimelineGroup
Kesler, Norman & Wride, LLC5,710$996K0.18%-6413F-HRTimeline
BLAIR WILLIAM & CO/IL5,697$993K<0.01%+1,07213F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC5,553$968K0.05%new13F-HRTimelineGroup
Campbell & CO Investment Adviser LLC5,468$953K0.06%new13F-HRTimeline
CIBC WORLD MARKETS CORP5,455$951K0.01%-4,23013F-HRTimeline
Federation des caisses Desjardins du Qu…5,443$949K<0.01%+56913F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC5,397$941K<0.01%+47113F-HRTimelineGroup
Scott Marsh Financial, LLC5,373$937K0.35%13F-HRTimeline
Sterling Capital Management LLC5,259$917K0.01%+1,36213F-HR/ATimeline
SG Americas Securities, LLC5,220$910K<0.01%-3,16113F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC5,134$895K<0.01%new13F-HRTimelineGroup
EVENTIDE ASSET MANAGEMENT, LLC5,074$885K0.02%+1,93313F-HRTimeline
Summit Global Investmentsin group Summit Global Investments4,968$866K0.05%-2,53813F-HRTimelineGroup
State of Alaska, Department of Revenue4,956$863K0.01%-20013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…4,924$858K<0.01%013F-HRTimeline
Ellsworth Advisors, LLC4,845$845K0.21%+12713F-HRTimeline
Alliance Wealth Advisors, LLC /UT4,775$832K0.2%+8613F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…4,581$799K0.01%new13F-HRTimelineGroup
Crossmark Global Holdings, Inc.4,514$787K0.01%+1,27713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP4,484$782K<0.01%-1,62913F-HR/ATimelineGroup
Schonfeld Strategic Advisors LLC4,443$775K0.01%+1,05913F-HRTimeline
Versor Investments LP4,396$766K0.14%+2,69613F-HRTimeline
Bryce Point Capital, LLC4,293$748K0.63%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC4,281$746K<0.01%+84113F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC4,245$740K0.01%+1,29313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC4,243$740K<0.01%+40913F-HRTimelineGroup
Portside Wealth Group, LLC4,232$738K0.11%013F-HRTimeline
Counterpoint Mutual Funds LLC4,182$729K0.06%new13F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC4,049$706K0.05%-1613F-HRTimelineGroup
BAILARD, INC.4,039$704K0.02%new13F-HRTimeline
Pacer Advisors, Inc.4,035$703K<0.01%+3,01113F-HRTimeline
DekaBank Deutsche Girozentrale3,963$698K<0.01%013F-HRTimeline
TOWNSQUARE CAPITAL LLC3,946$688K0.07%-42,16413F-HRTimeline
DC Investments Management, LLC3,893$679K0.28%013F-HRTimeline
BOKF, NAin group BOKF, NA3,846$670K0.01%-1,05713F-HRTimelineGroup
Harvest Investment Services, LLC3,686$643K0.14%+35413F-HRTimeline
MAVERICK CAPITAL LTD3,638$634K0.01%new13F-HRTimeline
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd3,637$634K0.14%+2,24613F-HRTimelineGroup
JENNISON ASSOCIATES LLC3,633$633K<0.01%+3213F-HRTimeline
B. Riley Wealth Advisors, Inc.3,628$632K0.03%new13F-HRTimeline
DIVERSIFIED TRUST CO3,605$628K0.01%+28413F-HRTimeline
Point72 Hong Kong Ltd3,547$618K0.04%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,509$612K0.01%-4,27813F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC3,506$611K0.02%+3,15013F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC3,405$594K0.02%013F-HRTimeline
NORDEN GROUP LLC3,394$592K0.06%-35213F-HRTimeline
GROUP ONE TRADING LLC3,336$582K0.02%new13F-HRTimeline
Unique Wealth Strategies, LLC3,262$569K0.24%-21313F-HRTimeline
Integrated Quantitative Investments LLC3,207$559K0.16%013F-HRTimeline
Vision Capital Management, Inc.3,199$558K0.07%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,088$539K<0.01%-62213F-HRTimeline
Lingohr Asset Management GmbH3,061$534K0.97%-42,86713F-HRTimeline
Magnetar Financial LLCin group Magnetar Financial LLC2,975$519K<0.01%new13F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.2,972$518K<0.01%+1,66913F-HRTimeline
111 Capital2,907$507K0.09%new13F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …2,887$503K<0.01%-95113F-HRTimelineGroup
GAGNON SECURITIES LLCin group GAGNON SECURITIES LLC2,879$502K0.1%-5313F-HRTimelineGroup
Evanson Asset Management, LLC2,860$499K0.03%013F-HRTimeline
NorthCrest Asset Manangement, LLC2,827$493K0.01%-2,92613F-HRTimeline
HRT FINANCIAL LP2,766$482K<0.01%new13F-HRTimeline
Atria Investments, Inc2,755$480K0.01%-33713F-HRTimeline
Global Retirement Partners, LLC2,749$479K0.01%13F-HRTimeline
Burns Matteson Capital Management, LLC2,703$471K0.23%-8913F-HRTimeline
AVIVA PLCin group AVIVA PLC2,609$455K<0.01%-1,18013F-HRTimelineGroup
One Wealth Advisors, LLC2,607$454K0.06%-44113F-HRTimeline
Bayesian Capital Management, LP2,600$453K0.07%-2,89013F-HRTimeline
Parallel Advisors, LLC2,594$452K0.01%+3413F-HRTimeline
Sigma Planning Corp2,509$437K0.01%new13F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …2,504$437K0.01%013F-HRTimelineGroup
Cetera Investment Advisers2,486$433K<0.01%+29413F-HRTimeline
Vise Technologies, Inc.2,461$429K0.02%13F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…2,450$427K<0.01%new13F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp2,402$419K<0.01%+2013F-HRTimelineGroup
Callan Family Office, LLC2,375$414K0.01%new13F-HRTimeline
MML INVESTORS SERVICES, LLC2,274$396K<0.01%-2,41613F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.2,144$374K<0.01%+40013F-HRTimelineGroup
Occidental Asset Management, LLC2,044$356K0.05%+11313F-HRTimeline
READYSTATE ASSET MANAGEMENT LP2,033$354K0.01%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC2,000$349K0.01%new13F-HRTimeline
ANB BANK1,995$348K0.16%+17213F-HRTimeline
Erste Asset Management GmbHin group Erste Asset Management GmbH1,984$347K<0.01%+1,98413F-HRTimelineGroup
LANARK FINANCIAL, INC.1,985$346K0.03%+1,71213F-HRTimeline
Marks Group Wealth Management, Inc1,931$337K0.03%-3713F-HRTimeline
Sivia Capital Partners, LLC1,878$327K0.11%new13F-HR/ATimeline
PICTON MAHONEY ASSET MANAGEMENT1,853$323K<0.01%-9,32013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC1,847$322K<0.01%-15613F-HRTimeline
PROFUND ADVISORS LLC1,808$315K0.01%-7613F-HRTimeline
Financiere des Professionnels - Fonds d…1,808$315K0.02%new13F-HR/ATimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding1,808$315K+24Timeline
Ethic Inc.1,805$315K0.01%+51013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,798$313K<0.01%-1613F-HRTimelineGroup
SHELL ASSET MANAGEMENT CO1,748$305K0.01%-3613F-HRTimeline
Quantum Private Wealth, LLC1,745$304K0.1%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,730$302K<0.01%-10013F-HRTimeline
Yorktown Management & Research Co Inc1,650$288K0.27%013F-HRTimeline
Frank, Rimerman Advisors LLC1,648$287K0.02%-6113F-HRTimeline
Petrus Trust Company, LTA1,612$281K0.03%new13F-HRTimeline
SHELTON CAPITAL MANAGEMENT1,602$279K0.01%-4113F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC1,570$274K0.02%+3113F-HR/ATimeline
AlphaQuest LLC1,518$265K0.03%+1,49413F-HRTimeline
Pinnacle Wealth Management Advisory Gro…1,514$264K0.02%+11513F-HRTimeline
Blue Trust, Inc.1,495$261K<0.01%+21113F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC1,443$252K0.02%-26613F-HRTimeline
AMI ASSET MANAGEMENT CORP1,442$251K0.01%new13F-HRTimeline
CIBC Asset Management Inc1,441$251K<0.01%013F-HRTimeline
Glenmede Investment Management, LP1,433$250K<0.01%13F-HRTimeline
Sanctuary Advisors, LLC1,422$248K<0.01%-14813F-HRTimeline
GAMMA Investing LLC1,422$248K0.02%+8013F-HRTimeline
R Squared Ltd1,410$246K0.14%new13F-HRTimeline
Aigen Investment Management, LP1,407$245K0.03%new13F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC1,376$240K<0.01%+2113F-HRTimelineGroup
PANAGORA ASSET MANAGEMENT INC1,374$240K<0.01%-1313F-HRTimeline
Private Advisor Group, LLC1,368$238K<0.01%new13F-HRTimeline
Olympiad Research LP1,354$236K0.39%-46513F-HRTimeline
Bayforest Capital Ltd1,349$235K0.1%+1,12513F-HRTimeline
INCEPTIONR LLC1,332$232K0.05%-10313F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC1,321$230K<0.01%-13013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…1,320$230K0.06%+52013F-HRTimeline
Orion Porfolio Solutions, LLC1,315$229K<0.01%new13F-HR/ATimeline
Janney Montgomery Scott LLC1,305$228K<0.01%-23313F-HRTimeline
NewEdge Advisors, LLC1,287$224K<0.01%-2,84513F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC1,277$223K0.01%+613F-HRTimeline
Polymer Capital Management (US) LLC1,272$222K0.04%-1,34213F-HRTimeline
KBC Group NVin group KBC Group NV1,242$217K<0.01%-82413F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS1,231$215K<0.01%-7213F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC1,228$214K0.04%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,218$212K<0.01%-69313F-HR/ATimelineGroup
Catalyst Funds Management Pty Ltd1,200$209K0.06%-20013F-HRTimeline
EP Wealth Advisors, LLC1,194$208K<0.01%new13F-HRTimeline
Covestor Ltd1,184$206K0.12%-5213F-HRTimeline
CHOREO, LLC1,167$203K<0.01%-1,52913F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP1,165$203K<0.01%new13F-HRTimelineGroup
OLD NATIONAL BANCORP /IN/1,148$200K<0.01%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC956$167K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division936$163K0.02%-15013F-HRTimeline
OP Asset Management Ltd871$152K<0.01%-2,09413F-HR/ATimeline
Smartleaf Asset Management LLC847$148K0.01%-1913F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC814$142K0.01%new13F-HRTimelineGroup
Strengthening Families & Communities, L…779$123K0.07%-71313F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC701$122K<0.01%+5413F-HRTimeline
Clearstead Advisors, LLC651$113K<0.01%+27013F-HRTimeline
HENNESSY ADVISORS INC646$113K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management606$106K<0.01%+50413F-HRTimelineGroup
UMB Bank, n.a.576$100K<0.01%+5013F-HR/ATimeline
Reyes Financial Architecture, Inc.563$98.1K0.08%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK557$97.1K<0.01%-2713F-HRTimelineGroup
SIGNATUREFD, LLC557$97.1K<0.01%+313F-HRTimeline
Farther Finance Advisors, LLC557$97.1K<0.01%-1813F-HRTimeline
DANSKE BANK A/S546$95.2K<0.01%-12,11013F-HRTimeline
Steward Partners Investment Advisory, L…534$93.1K<0.01%-4913F-HRTimeline
TFC Financial Management, Inc.402$70.1K0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC400$69.7K<0.01%013F-HRTimeline
Point72 (DIFC) Ltd328$57.1K<0.01%new13F-HRTimeline
Employees Retirement System of Texas313$55K<0.01%new13F-HRTimeline
Versant Capital Management, Inc295$51.4K0.01%013F-HRTimeline
Brooklyn Investment Group294$51.3K0.01%+12113F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…271$47.2K<0.01%+17713F-HRTimelineGroup
Arax Advisory Partners226$39.4K<0.01%new13F-HRTimeline
Manchester Capital Management LLC220$38.4K0.01%013F-HRTimeline
State of Wyoming202$35.2K<0.01%new13F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…189$32.9K<0.01%013F-HRTimelineGroup
Optiver Holding B.V.in group Optiver Holding B.V.179$31.2K<0.01%-9513F-HRTimelineGroup
Advisors Asset Management, Inc.174$30.3K<0.01%-613F-HR/ATimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.169$29.5K<0.01%013F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB164$28.6K<0.01%-2113F-HRTimeline
IFP Advisors, Inc140$28.2K<0.01%-51013F-HRTimeline
Rise Advisors, LLC160$27.9K0.01%013F-HRTimeline
Geneos Wealth Management Inc.151$26.3K<0.01%-17413F-HRTimeline
SBI Securities Co., Ltd.150$26.1K<0.01%-913F-HRTimeline
Quarry LP140$24.4K0.01%+1213F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.139$24K<0.01%+13013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
V-Square Quantitative Management LLC129$22.5K<0.01%new13F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.128$22K<0.01%-1113F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.112$20K0.01%new13F-HRTimeline
WPG Advisers, LLC113$19.7K0.02%+2113F-HRTimeline
Larson Financial Group LLC111$19.4K<0.01%+4113F-HRTimeline
MAI Capital Management98$17.1K<0.01%+1813F-HRTimeline
Essential Partners LLC93$16.2K0.01%13F-HRTimeline
Parkside Financial Bank & Trust87$15.2K<0.01%+2013F-HRTimeline
Matrix Trust Co86$15K<0.01%-313F-HRTimeline
WealthCollab, LLC86$15K0.01%+713F-HRTimeline
ROTHSCHILD INVESTMENT LLC85$14.8K<0.01%+2113F-HRTimeline
C M BIDWELL & ASSOCIATES LTD85$14.8K0.01%013F-HRTimeline
True Wealth Design, LLC83$14.5K0.01%+113F-HRTimeline
NewSquare Capital LLC77$13.4K<0.01%-213F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.73$12.7K<0.01%new13F-HRTimeline
Hemington Wealth Management71$12K<0.01%+1213F-HRTimeline
CoreCap Advisors, LLC58$10.1K<0.01%013F-HRTimeline

Events

  • MORTON DAVID H JR acquired 1,317 CVLT shares on 2026-10-09, Form 4 filed 2026-10-13. 0001476070-26-000004

    Accepted , ingested