CELESTICA INC
917 institutions still hold CELESTICA INC as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.
Celestica Inc. (CLS, CUSIP 15101Q207) entered Q1 2026 with $21.6B of institutional 13F value held across 743 accounts — a holder breadth appropriate to a high-mix, high-precision electronics manufacturing services (EMS) and optical/radio-frequency systems company whose customer base spans hyperscaler AI infrastructure, networking, aerospace, and industrial end-markets, positioning CLS as a direct-capitalization proxy for the AI-server-and-data-center hardware buildout at the second-order assembly and subsystem tier. The defining Q1 signal is a $747M addition from Jane Street Group alongside a $315M reduction from Arrowstreet Capital — a rotation consistent with systematic-quantamental conviction (Jane Street's model typically builds in supply-chain names at meaningful size when ordering data and capex signals sustain) versus factor-driven rebalancing (Arrowstreet). For smart-money trackers, CLS is the cleanest large-cap proxy for institutional views on AI-infrastructure assembly bottlenecks and HPC hardware ramp — the stock does not carry GPU or software branding, but its revenue mix (server assembly, networking, optical) converts directly from hyperscaler CapEx decisions, making Q/Q flows a leading indicator of institutional expectations about the durability of the AI hardware cycle at the supply-chain tier.
Top holders
Sorted by position value. Source: SEC EDGAR 13F-HR filings.