CF Industries Holdings, Inc.
CF- Exchange
- NYSE
- Industry
- Agricultural Chemicals
- SEC CIK
- 0001324404
No open-market purchases or sales by CF Industries Holdings, Inc. insiders were filed in the last 90 days; 973 institutions reported holding it in 13F filings for Q2 2026, worth $17.2B in total; no superinvestor holds it.
Key figures
- Market capClose on Nov 12, 2026
- $18.3B
- Insider buysOpen market, last 90 days
- 0
- Insider sellsOpen market, last 90 days
- 0
- 13F holdersQ2 2026, +54 vs. previous quarter
- 973
- 13F valueReported value at the end of Q2 2026
- $17.2B
- Superinvestors holdingAt the end of Q2 2026
- 0
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2025
- $7.08B
- +19.3% year over year
- Net income, FY2025
- $1.80B
- +21.7% year over year
- Free cash flow, FY2025
- $1.80B
- +2.8% year over year
- Revenue, Q3 FY2026
- $1.86B
- +12.1% year over year
Revenue flow, FY2025
Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.
Short interest
See short dataFrom FINRA, settlement date Oct 30, 2026.
- Short interest
- 8.92M
- Shares sold short
- Change
- +94.4K
- +1.1% vs. previous
- Days to cover
- 5.12
- At average daily volume
Superinvestors holding CF, Q2 2026
Go to the superinvestors tabNo superinvestor reported holding CF at the end of Q2 2026.
Latest insider trades
See all insider tradesOpen-market purchases and sales by CF Industries Holdings, Inc. insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Mar 19, 2026 (view filing) | Mar 17 | 2 days | Mayer Erik M.VP, Clean Energy & BusDevelop | SSaleCommon stock, par value $0.01 per share | −1.50K | $124.69 | −$187.0K | −19.1%6.34K after | |
| Mar 19, 2026 (view filing) | Mar 17 | 2 days | Hoker Richard AVP and Corporate Controller | SSaleCommon stock, par value $0.01 per share | −3.50K | $125.38 | −$438.7K | −10.1%31.0K after | |
| Mar 19, 2026 (view filing) | Mar 17 | 2 days | Frost Bert AEVP, Chief Commercial Officer | SSaleCommon stock, par value $0.01 per share | −6.00K | $126.00 | −$756.0K | −7.9%69.5K after | |
| Mar 13, 2026 (view filing) | Mar 12 | 1 day | Menzel Susan LEVP and Chief Admin. Officer | SSaleCommon stock, par value $0.01 per share | −18.0K | $136.06 | −$2.45M | −24.4%55.8K after | |
| Mar 13, 2026 (view filing) | Mar 12 | 1 day | Frost Bert AEVP, Chief Commercial Officer | SSaleCommon stock, par value $0.01 per share | −6.25K | $136.69 | −$854.3K | −7.6%75.5K after | |
| Mar 13, 2026 (view filing) | Mar 11-13 | 2 days | Will W AnthonyDirector, Other: Former President & CEO | SSaleCommon stock, par value $0.01 per share | −81.7K | $126.56 | −$10.3M | −59.8%55.0K after | 3 lots |
| Mar 9, 2026 (view filing) | Mar 5 | 4 days | Will W AnthonyDirector, Other: Former President & CEO | SSaleCommon stock, par value $0.01 per share | −57.4K | $109.35 | −$6.27M | −29.6%136.6K after | |
| Mar 9, 2026 (view filing) | Mar 6 | 3 days | McGrane Michael PatrickSVP, Gen. Counsel & Secretary | SSaleCommon stock, par value $0.01 per share | −3.67K | $116.50 | −$427.1K | −16.1%19.2K after | |
| Mar 9, 2026 (view filing) | Mar 5 | 4 days | Menzel Susan LEVP and Chief Admin. Officer | SSaleCommon stock, par value $0.01 per share | −7.20K | $111.00 | −$799.2K | −8.9%73.8K after | |
| Mar 9, 2026 (view filing) | Mar 6 | 3 days | Mayer Erik M.VP, Clean Energy & BusDevelop | SSaleCommon stock, par value $0.01 per share | −2.20K | $116.25 | −$255.8K | −21.9%7.84K after |
Top 10 13F holders, Q2 2026
See all 973 holdersThe largest institutional positions in CF Industries Holdings, Inc. at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 13,029,812 | $1.41B | 0.02% | +838,079+6.9% | Added |
| Vanguard Capital Management LLC | 10,040,045 | $1.09B | 0.02% | −11,482−0.1% | Reduced |
| Vanguard Portfolio Management LLC | 8,532,875 | $923.8M | 0.04% | +793,206+10.2% | Added |
| State Street Corp | 8,531,329 | $923.6M | 0.03% | +643,585+8.2% | Added |
| Price T Rowe Associates Inc | 8,472,753 | $917.3M | 0.09% | +945,964+12.6% | Added |
| Geode Capital Management, LLC | 5,386,783 | $630.0M | 0.03% | +207,821+4.0% | Added |
| Dimensional Fund Advisors LP | 3,632,033 | $393.1M | 0.07% | −826,874−18.5% | Reduced |
| Capital World Investors | 3,321,883 | $359.6M | 0.04% | +1,151,000+53.0% | Added |
| Invesco Ltd. | 3,143,864 | $340.4M | 0.03% | +152,273+5.1% | Added |
| Allianz Asset Management GmbH | 3,107,019 | $336.4M | 0.31% | +473,100+18.0% | Added |
Holders of 5% or more of CF
See all 5 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of CF Industries Holdings, Inc..
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 13G/A | 7.70%12.8M shares | – | Oct 22, 20243 filings | Apr 24, 2025 | SEC |
| Vanguard Capital Management LLC | 13G | 7.41%11.4M shares | New | Apr 29, 20261 filing | Apr 29, 2026 | SEC |
| Price T Rowe Associates Inc | 13G | 5.50%8.52M shares | +0.70 ppfrom 4.80% | Feb 16, 20217 filings | Aug 14, 2026 | SEC |
| Vanguard Portfolio Management LLC | 13G | 5.05%7.76M shares | New | Apr 29, 20261 filing | Apr 29, 2026 | SEC |
| State Street Corp | 13G | 5.00%7.85M shares | – | Feb 12, 20212 filings | Feb 9, 2026 | SEC |
Politician trades
All politician trades in CF8 members of Congress reported 18 trades in CF Industries Holdings, Inc. since 2020. Newest filings:
| Filed | Politician | Type | Amount |
|---|---|---|---|
| Nov 10, 2026 |  Gilbert Ray Cisneros, Jr. House · CA | Buy | $1K-$15K |
| Jul 21, 2026 |  Alan Armstrong Senate · OK | Buy | $1K-$15K |
| Feb 13, 2026 | Gilbert Ray Cisneros, Jr. House · CA | Buy | $1K-$15K |
| Jan 13, 2026 |  Julia Letlow House · LA | Sell | $1K-$15K |
| Jan 13, 2026 | Julia Letlow House · LA | Buy | $1K-$15K |
House · CA · Nov 10, 2026
Buy$1K-$15K
Senate · OK · Jul 21, 2026
Buy$1K-$15K
House · CA · Feb 13, 2026
Buy$1K-$15K
House · LA · Jan 13, 2026
Sell$1K-$15K
House · LA · Jan 13, 2026
Buy$1K-$15K