Security Snapshot

CALAMOS STRATEGIC TOTAL RETURN FUND - COM SH BEN INT (CSQ) Institutional Ownership

CUSIP: 128125101

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

212

Shares (Excl. Options)

38,546,826

Price

$19.20

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Type / Class
Equity / COM SH BEN INT
Symbol
CSQ on Nasdaq
Price per share
$17.12
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
38,546,826
Total reported value
$740,174,081
% of total 13F portfolios
0%
Share change
+1,079,822
Value change
+$20,633,797
Number of holders
212
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • CSQ - CALAMOS STRATEGIC TOTAL RETURN FUND - COM SH BEN INT is tracked under CUSIP 128125101.
  • 212 institutions reported positions in Q4 2025.
  • Schedule 13D/13G significant owner rows are not currently available.

What Changed

  • Holder count moved from 212 to 60 between Q4 2025 and Q1 2026.
  • Reported value moved from $740,174,081 to $34,915,670.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 212 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 128125101?
CUSIP 128125101 identifies CSQ - CALAMOS STRATEGIC TOTAL RETURN FUND - COM SH BEN INT in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

As of 31 Dec 2025, 212 institutional investors reported holding 38,546,826 shares of CALAMOS STRATEGIC TOTAL RETURN FUND - COM SH BEN INT (CSQ).

Institutional Holders of CALAMOS STRATEGIC TOTAL RETURN FUND - COM SH BEN INT (CSQ) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 2,027,205 $34,915,670 -$3,741,268 $17.12 60
2025 Q4 38,546,826 $740,174,081 +$20,633,797 $19.20 212
2025 Q3 37,398,136 $721,264,774 +$38,378,218 $19.29 207
2025 Q2 35,155,065 $641,223,683 +$16,158,613 $18.24 198
2025 Q1 34,202,883 $553,467,961 +$6,713,093 $16.18 197
2024 Q4 34,062,815 $603,476,698 +$12,446,241 $17.71 200
2024 Q3 33,055,678 $573,603,301 +$14,321,020 $17.35 187
2024 Q2 32,322,662 $544,103,042 +$12,557,554 $16.84 185
2024 Q1 31,399,577 $513,633,933 +$13,637,391 $16.37 174
2023 Q4 30,508,813 $453,723,464 +$7,167,319 $14.87 170
2023 Q3 30,030,619 $422,524,016 +$5,120,444 $14.07 166
2023 Q2 29,631,108 $437,031,995 +$7,103,549 $14.75 157
2023 Q1 29,310,158 $410,348,482 +$2,801,146 $14.00 166
2022 Q4 29,056,198 $389,836,150 +$5,045,696 $13.42 161
2022 Q3 28,602,989 $357,645,639 +$10,403,533 $12.50 153
2022 Q2 27,924,683 $366,197,751 +$8,990,461 $13.11 150
2022 Q1 27,117,626 $475,320,089 -$363,589 $17.53 156
2021 Q4 27,131,162 $523,157,246 +$5,728,227 $19.29 163
2021 Q3 25,937,930 $459,633,412 +$10,978,609 $17.72 141
2021 Q2 25,312,458 $460,420,191 +$11,626,214 $18.19 143
2021 Q1 24,673,925 $425,144,354 -$13,058,802 $17.23 143
2020 Q4 25,425,137 $401,465,131 +$3,305,960 $15.79 145
2020 Q3 25,160,860 $338,666,402 +$4,786,153 $13.46 130
2020 Q2 24,758,275 $307,770,074 -$4,468,542 $12.43 123
2020 Q1 24,730,257 $241,850,104 -$5,777,091 $9.77 134
2019 Q4 24,915,841 $338,861,281 +$2,626,925 $13.60 130
2019 Q3 24,694,876 $314,266,506 +$3,739,877 $12.72 127
2019 Q2 24,396,536 $311,319,356 -$4,898,946 $12.76 123
2019 Q1 24,800,023 $307,256,792 -$570,365 $12.39 129
2018 Q4 24,903,470 $263,749,398 +$4,119,958 $10.59 129
2018 Q3 24,201,532 $325,185,606 +$11,599,356 $13.44 127
2018 Q2 23,338,683 $295,636,833 -$4,171,018 $12.67 121
2018 Q1 23,710,779 $280,912,082 -$26,651,809 $11.83 120
2017 Q4 25,912,275 $313,021,091 +$13,202,063 $12.08 124
2017 Q3 24,552,364 $297,821,287 +$8,842,795 $12.13 106
2017 Q2 23,801,056 $279,424,507 +$3,256,991 $11.74 102
2017 Q1 23,539,542 $262,649,843 +$8,093,175 $11.16 105
2016 Q4 22,883,848 $235,281,482 +$3,768,414 $10.27 111
2016 Q3 22,538,289 $231,597,856 +$2,905,620 $10.28 99
2016 Q2 22,678,704 $224,239,777 +$5,380,857 $9.88 110
2016 Q1 22,060,420 $209,644,008 -$18,510,508 $9.51 112
2015 Q4 23,833,211 $235,579,817 +$25,484,252 $9.90 115
2015 Q3 21,471,438 $199,599,618 +$1,718,943 $9.29 97
2015 Q2 20,650,534 $226,489,691 +$965,131 $10.97 97
2015 Q1 20,079,276 $225,930,981 +$7,000,833 $11.26 103
2014 Q4 18,678,107 $213,659,439 -$1,350,084 $11.44 94
2014 Q3 19,067,071 $222,985,713 +$3,084,394 $11.70 87
2014 Q2 18,793,482 $225,687,302 +$6,060,512 $12.01 90
2014 Q1 18,561,398 $206,393,271 +$68,947 $11.12 97