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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; 968 institutions reported holding it in 13F filings for Q2 2026, worth $17.2B in total; no superinvestor holds it.

13F holders, Q2 2023

Institutional positions in CF Industries Holdings, Inc. as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
697
−13 vs. Q1 2023
Shares held
177.5M
−2.19M (−1.2%) vs. Q1 2023
Total value
$12.3B
−$679.4M (−5.2%) vs. Q1 2023
New holders
82
243 more added
Sold out
95
273 more reduced

3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting CF on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2023: 697 institutions
Q1 2021: 504 institutionsQ2 2021: 523 institutionsQ3 2021: 525 institutionsQ4 2021: 619 institutionsQ1 2022: 742 institutionsQ2 2022: 724 institutionsQ3 2022: 766 institutionsQ4 2022: 790 institutionsQ1 2023: 713 institutionsQ2 2023: 697 institutionsQ3 2023: 704 institutionsQ4 2023: 734 institutionsQ1 2024: 742 institutionsQ2 2024: 697 institutionsQ3 2024: 712 institutionsQ4 2024: 781 institutionsQ1 2025: 759 institutionsQ2 2025: 801 institutionsQ3 2025: 789 institutionsQ4 2025: 812 institutionsQ1 2026: 922 institutionsQ2 2026: 968 institutions
Value heldQ2 2023: $12.3B
Q1 2021: $8.83BQ2 2021: $10.2BQ3 2021: $10.9BQ4 2021: $13.6BQ1 2022: $19.6BQ2 2022: $16.3BQ3 2022: $17.8BQ4 2022: $15.6BQ1 2023: $13.0BQ2 2023: $12.3BQ3 2023: $15.5BQ4 2023: $13.9BQ1 2024: $14.8BQ2 2024: $12.7BQ3 2024: $14.0BQ4 2024: $14.1BQ1 2025: $13.0BQ2 2025: $15.3BQ3 2025: $14.3BQ4 2025: $12.3BQ1 2026: $19.6BQ2 2026: $17.2B
Institutions holding CF and their total value by quarter
QuarterHoldersValue
Q2 2026968$17.2B
Q1 2026922$19.6B
Q4 2025812$12.3B
Q3 2025789$14.3B
Q2 2025801$15.3B
Q1 2025759$13.0B
Q4 2024781$14.1B
Q3 2024712$14.0B
Q2 2024697$12.7B
Q1 2024742$14.8B
Q4 2023734$13.9B
Q3 2023704$15.5B
Q2 2023697$12.3B
Q1 2023713$13.0B
Q4 2022790$15.6B
Q3 2022766$17.8B
Q2 2022724$16.3B
Q1 2022742$19.6B
Q4 2021619$13.6B
Q3 2021525$10.9B
Q2 2021523$10.2B
Q1 2021504$8.83B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding CF Industries Holdings, Inc.; share changes are against Q1 2023.

Institutions holding CF in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
New York State Common Retirement Fund175,371$12.2M0.02%−13,561−7.2%Reduced
Railway Pension Investments Ltd175,300$12.2M0.12%00.0%Unchanged
Janus Henderson Group PLC171,213$11.9M0.01%+14,346+9.1%Added
Glenmede Trust Co NA162,507$11.8M0.07%00.0%Unchanged
Russell Investments Group, Ltd.167,585$11.6M0.02%+12,928+8.4%Added
KBC Group NV165,804$11.5M0.05%+7,907+5.0%Added
MBB Public Markets I LLC164,604$11.4M0.65%+103,133+167.8%Added
Envestnet Asset Management Inc156,642$10.9M0.00%−532,428−77.3%Reduced
Cohen & Steers, Inc.153,885$10.7M0.02%+57,701+60.0%Added
Pekin Hardy Strauss, Inc.149,416$10.4M1.62%+37,039+33.0%Added
Clear Street LLC149,100$10.4M0.25%+149,100New
Epoch Investment Partners, Inc.148,675$10.3M0.06%−824−0.6%Reduced
State of Wisconsin Investment Board139,487$9.68M0.03%+31,587+29.3%Added
Barings LLC138,783$9.63M0.33%−39,633−22.2%Reduced
Gotham Asset Management, LLC137,740$9.56M0.21%+37,126+36.9%Added
United Services Automobile Association135,806$9.43M0.27%00.0%Unchanged
Wellington Management Group LLP130,366$9.05M0.00%−9,117−6.5%Reduced
PGGM Investments126,190$8.76M0.14%00.0%Unchanged
Susquehanna International Group, LLP124,985$8.68M0.01%−217,598−63.5%Reduced
RPG Investment Advisory, LLC120,385$8.36M1.44%+29,164+32.0%Added
Hudson Bay Capital Management LP120,000$8.33M0.08%+120,000New
APG Asset Management N.V.130,739$8.32M0.02%+39,400+43.1%Added
Tobam119,740$8.31M0.63%−49,555−29.3%Reduced
Bank Julius Baer & Co. Ltd, Zurich119,174$8.27M0.05%−45,709−27.7%Reduced
Natixis Advisors, L.P.118,644$8.24M0.03%−6,885−5.5%Reduced
Applied Finance Capital Management, LLC118,609$8.23M0.93%+19,206+19.3%Added
BI Asset Management Fondsmaeglerselskab A/S118,260$8.21M0.19%−11,034−8.5%Reduced
S&T Bank118,037$8.19M1.47%−1,154−1.0%Reduced
Assenagon Asset Management S.A.117,870$8.18M0.03%+39,498+50.4%Added
State of New Jersey Common Pension Fund D116,958$8.12M0.03%00.0%Unchanged
SG Americas Securities, LLC114,463$7.95M0.07%+54,366+90.5%Added
Chevy Chase Trust Holdings, Inc.112,132$7.78M0.03%−2,444−2.1%Reduced
CIBC World Markets Corp109,298$7.59M0.06%+99,377+1,001.7%Added
Coronation Fund Managers Ltd.105,442$7.32M0.20%+10,490+11.0%Added
Goehring & Rozencwajg Associates, LLC103,857$7.21M2.07%+10,290+11.0%Added
M&T Bank Corp102,259$7.10M0.03%−2,949−2.8%Reduced
Treasurer of the State of North Carolina97,547$6.77M0.04%−155−0.2%Reduced
Korea Investment CORP97,515$6.77M0.02%−8,156−7.7%Reduced
Holocene Advisors, LP96,655$6.71M0.03%+77,954+416.8%Added
Jennison Associates LLC96,027$6.67M0.01%−27,429−22.2%Reduced
Parkside Investments, LLC95,302$6.62M1.23%+250.0%Added
Andra AP-fonden94,800$6.58M0.17%+7,100+8.1%Added
Mn Services Vermogensbeheer B.V.93,300$6.48M0.06%+93,300New
Polar Asset Management Partners Inc.92,600$6.43M0.13%+80,100+640.8%Added
Public Employees Retirement System of Ohio91,300$6.34M0.03%−11,467−11.2%Reduced
Sarasin & Partners LLP90,000$6.25M0.07%+20,000+28.6%Added
Royal London Asset Management Ltd90,012$6.25M0.02%+48,285+115.7%Added
SIR Capital Management, L.P.85,800$5.96M0.65%+85,800New
Montgomery Investment Management Inc85,395$5.93M1.99%00.0%Unchanged
Buckhead Capital Management LLC83,520$5.80M1.38%−4,769−5.4%Reduced
Credit Capital Investments LLC82,500$5.73M7.46%−2,000−2.4%Reduced
Nomura Asset Management Co Ltd80,703$5.60M0.03%+29,031+56.2%Added
Clear Sky Advisers, LLC80,000$5.55M1.78%−24,800−23.7%Reduced
Asset Management One Co.,Ltd.77,221$5.36M0.02%+948+1.2%Added
Shelton Capital Management76,721$5.33M0.19%−42,599−35.7%Reduced
Pinebridge Investments, L.P.76,580$5.32M0.06%−110,254−59.0%Reduced
Vontobel Holding Ltd.76,221$5.29M0.05%+5,612+7.9%Added
Zurcher Kantonalbank (Zurich Cantonalbank)75,585$5.25M0.02%+6,275+9.1%Added
Paragon Associates & Paragon Associates II Joint Venture75,000$5.21M10.65%+75,000New
Skandinaviska Enskilda Banken AB (publ)74,733$5.19M0.03%−145,472−66.1%Reduced
ExodusPoint Capital Management, LP74,522$5.17M0.06%+12,136+19.5%Added
Bokf, NA74,113$5.14M0.10%−895−1.2%Reduced
State of Michigan Retirement System73,454$5.10M0.03%+4,400+6.4%Added
CBOE Vest Financial, LLC73,284$5.09M0.47%+54,260+285.2%Added
Harvey Capital Management Inc73,205$5.08M1.87%−1,900−2.5%Reduced
JNBA Financial Advisors72,095$5.00M0.60%−189−0.3%Reduced
Bessemer Group Inc71,844$4.99M0.01%−10,192−12.4%Reduced
Scout Investments, Inc.60,833$4.97M0.10%−198,628−76.6%Reduced
Baird Financial Group, Inc.71,262$4.95M0.01%+25,005+54.1%Added
LPL Financial LLC70,773$4.91M0.00%−2,348−3.2%Reduced
GeoSphere Capital Management, LLC70,000$4.86M5.37%+70,000New
Edmond de Rothschild Holding S.A.69,960$4.86M0.10%+36,843+111.3%Added
Toroso Investments, LLC69,878$4.85M0.14%+18,739+36.6%Added
HRT Financial LP69,414$4.82M0.05%+69,414New
Nisa Investment Advisors, LLC68,039$4.72M0.03%+2,041+3.1%Added
Raymond James & Associates66,623$4.62M0.00%−21,364−24.3%Reduced
Cambria Investment Management, L.P.65,720$4.56M0.38%−2,120−3.1%Reduced
Oregon Public Employees Retirement Fund64,620$4.49M0.05%−27,293−29.7%Reduced
Brookfield Asset Management Inc.63,708$4.42M0.02%+63,708New
HITE Hedge Asset Management LLC62,760$4.36M0.50%−40,177−39.0%Reduced
Mariner, LLC62,578$4.34M0.01%−12,075−16.2%Reduced
Standard Life Aberdeen plc62,229$4.32M0.01%−7,614−10.9%Reduced
CIBC World Markets Inc.61,709$4.28M0.01%+2,363+4.0%Added
Illinois Municipal Retirement Fund61,655$4.28M0.09%+39,204+174.6%Added
Baldwin Brothers Inc61,201$4.25M0.35%−425−0.7%Reduced
Weiss Multi-Strategy Advisers LLC60,040$4.17M0.09%+42,588+244.0%Added
Bridgeway Capital Management, LLC60,000$4.17M0.10%−3,000−4.8%Reduced
Agf Management Ltd59,505$4.13M0.03%+13,552+29.5%Added
Forsta Ap-Fonden58,600$4.07M0.04%+12,100+26.0%Added
State of Tennessee, Treasury Department57,488$3.99M0.02%+26,186+83.7%Added
Mirae Asset Global Investments Co., Ltd.57,235$3.97M0.01%+17,701+44.8%Added
American International Group, Inc.56,578$3.93M0.02%−5,230−8.5%Reduced
Meritage Portfolio Management56,170$3.90M0.28%−5,130−8.4%Reduced
Arizona State Retirement System53,483$3.71M0.03%−3,555−6.2%Reduced
Cambridge Investment Research Advisors, Inc.53,470$3.71M0.02%+32,098+150.2%Added
Summit Street Capital Management, LLC53,165$3.69M1.74%+53,165New
UBS Oconnor LLC51,857$3.60M0.08%+51,857New
Banque Pictet & Cie SA50,526$3.51M0.03%+35,070+226.9%Added
Amalgamated Bank50,408$3.50M0.03%−6,799−11.9%Reduced
Robeco Institutional Asset Management B.V.50,276$3.49M0.01%−237,460−82.5%Reduced