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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, Q4 2023

Institutional positions in CF Industries Holdings, Inc. as of Dec 31, 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
734
+38 vs. Q3 2023
Shares held
175.4M
−4.98M (−2.8%) vs. Q3 2023
Total value
$13.9B
−$1.52B (−9.9%) vs. Q3 2023
New holders
116
246 more added
Sold out
78
277 more reduced

8 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 734 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 heldQ4 2023: $13.9B
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, Q4 2023

Shares, value and share of portfolio for each institution holding CF Industries Holdings, Inc.; share changes are against Q3 2023.

Institutions holding CF in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Baird Financial Group, Inc.104,871$8.34M0.02%−13,639−11.5%Reduced
State of Wisconsin Investment Board106,194$8.44M0.02%+2,481+2.4%Added
Chevy Chase Trust Holdings, Inc.106,725$8.48M0.03%−1,732−1.6%Reduced
Private Capital Advisors, Inc.108,077$8.59M1.31%−230−0.2%Reduced
Royal London Asset Management Ltd108,478$8.62M0.02%+2,634+2.5%Added
Bridgewater Associates, LP109,593$8.71M0.05%−23,721−17.8%Reduced
State of New Jersey Common Pension Fund D110,286$8.77M0.03%00.0%Unchanged
Goehring & Rozencwajg Associates, LLC110,562$8.79M2.12%+3,380+3.2%Added
Shelton Capital Management111,325$8.85M0.28%+39,704+55.4%Added
KBC Group NV111,509$8.87M0.03%−30,759−21.6%Reduced
S&T Bank112,475$8.94M1.65%−4,050−3.5%Reduced
APG Asset Management N.V.127,654$9.19M0.02%+4,515+3.7%Added
RPG Investment Advisory, LLC122,658$9.75M1.59%+2,046+1.7%Added
Concentric Capital Strategies, LP123,982$9.86M1.28%+58,706+89.9%Added
Healthcare of Ontario Pension Plan Trust Fund125,025$9.94M0.04%+52,325+72.0%Added
PGGM Investments126,190$10.0M0.15%00.0%Unchanged
Bokf, NA126,704$10.1M0.20%−36,497−22.4%Reduced
Scout Investments, Inc.128,798$10.2M0.26%+68,190+112.5%Added
Gotham Asset Management, LLC129,306$10.3M0.19%−32,511−20.1%Reduced
Pekin Hardy Strauss, Inc.129,780$10.3M1.55%+224+0.2%Added
Coronation Fund Managers Ltd.130,601$10.4M0.29%+31,319+31.5%Added
Raymond James & Associates133,439$10.6M0.01%+27,027+25.4%Added
BI Asset Management Fondsmaeglerselskab A/S136,747$10.9M0.23%+50,242+58.1%Added
Empowered Funds, LLC136,839$10.9M0.27%+38,823+39.6%Added
Toronto Dominion Bank146,582$11.7M0.02%+2,230+1.5%Added
BlackBarn Capital Partners LP150,000$11.9M7.87%+150,000New
Twin Tree Management, LP151,634$12.1M0.22%+124,378+456.3%Added
Applied Finance Capital Management, LLC160,574$12.8M1.11%+11,383+7.6%Added
Natixis Advisors, L.P.167,991$13.4M0.04%−5,663−3.3%Reduced
CBOE Vest Financial, LLC168,089$13.4M0.50%+56,084+50.1%Added
Lazard Asset Management LLC172,378$13.7M0.02%−7,852−4.4%Reduced
Prudential Financial Inc174,833$13.7M0.02%−27,699−13.7%Reduced
Railway Pension Investments Ltd175,300$13.9M0.14%00.0%Unchanged
New York State Common Retirement Fund178,720$14.2M0.02%+28,579+19.0%Added
Wellington Management Group LLP181,487$14.4M0.00%+48,271+36.2%Added
Barings LLC181,580$14.4M0.46%−25,386−12.3%Reduced
Freemont Management S.A.181,880$14.5M1.82%00.0%Unchanged
Russell Investments Group, Ltd.183,712$14.6M0.03%+49,588+37.0%Added
Adage Capital Partners GP, L.L.C.185,622$14.8M0.03%−6,200−3.2%Reduced
O'Shaughnessy Asset Management, LLC185,948$14.8M0.20%−44,214−19.2%Reduced
Schroder Investment Management Group187,463$14.9M0.02%−101,131−35.0%Reduced
BNP Paribas Arbitrage, SA187,988$14.9M0.03%+56,930+43.4%Added
Ensign Peak Advisors, Inc191,789$15.2M0.03%−8,767−4.4%Reduced
Teachers Retirement System of the State of Kentucky194,708$15.5M0.14%+10,997+6.0%Added
Yaupon Capital Management LP209,981$16.7M1.81%+12,048+6.1%Added
Cohen & Steers, Inc.210,564$16.7M0.03%+24,228+13.0%Added
Jane Street Group, LLC210,575$16.7M0.02%+54,512+34.9%Added
State Board of Administration of Florida Retirement System214,466$17.1M0.04%+114+0.1%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.206,813$17.1M0.03%+15,177+7.9%Added
Teacher Retirement System of Texas222,874$17.7M0.12%−25,504−10.3%Reduced
Bank of Nova Scotia223,959$17.8M0.03%+182,519+440.4%Added
Two Sigma Investments, LP225,208$17.9M0.04%+225,208New
New York State Teachers Retirement System226,845$18.0M0.04%−2,286−1.0%Reduced
Columbus Hill Capital Management, L.P.227,400$18.1M7.05%−12,955−5.4%Reduced
Susquehanna International Group, LLP232,996$18.5M0.03%+46,568+25.0%Added
Swedbank AB233,027$18.5M0.03%−2,616−1.1%Reduced
Envestnet Asset Management Inc238,508$19.0M0.01%+61,821+35.0%Added
Macquarie Group Ltd239,669$19.1M0.02%−3,282−1.4%Reduced
American Century Companies Inc241,699$19.2M0.01%+26,970+12.6%Added
Allspring Global Investments Holdings, LLC244,894$19.5M0.03%−12,887−5.0%Reduced
Degroof Petercam Asset Management245,600$19.5M0.26%+245,600New
Pictet Asset Management Holding SA250,366$19.9M0.02%+33,777+15.6%Added
Two Sigma Advisers, LP267,200$21.2M0.05%+100,300+60.1%Added
California State Teachers Retirement System269,546$21.4M0.03%−11,921−4.2%Reduced
TD Asset Management Inc272,870$21.7M0.02%−268,782−49.6%Reduced
Bank Julius Baer & Co. Ltd, Zurich272,947$21.7M0.10%+151,474+124.7%Added
Citigroup Inc283,581$22.5M0.03%−124,544−30.5%Reduced
Alliancebernstein L.P.306,834$24.4M0.01%−7,413−2.4%Reduced
Bank of Montreal303,991$24.5M0.01%+5,469+1.8%Added
Principal Financial Group Inc316,413$25.2M0.02%+260.0%Added
Great West Life Assurance Co331,466$26.2M0.06%−63,296−16.0%Reduced
Clal Insurance Enterprises Holdings Ltd333,261$26.5M0.35%00.0%Unchanged
Aviva PLC352,807$28.0M0.10%+26,642+8.2%Added
Wells Fargo & Company353,235$28.1M0.01%−47,541−11.9%Reduced
California Public Employees Retirement System368,127$29.3M0.02%−14,869−3.9%Reduced
National Pension Service380,646$30.3M0.04%00.0%Unchanged
Franklin Resources Inc394,403$31.4M0.01%+121,272+44.4%Added
Rhumbline Advisers399,743$31.8M0.03%−2,164−0.5%Reduced
MBB Public Markets I LLC410,561$32.6M2.01%+259,011+170.9%Added
Mitsubishi UFJ Trust & Banking Corp415,632$33.0M0.08%+9,756+2.4%Added
Storebrand Asset Management AS417,414$33.2M0.12%−19,781−4.5%Reduced
Federated Hermes, Inc.426,267$33.9M0.08%−76,102−15.1%Reduced
Millennium Management LLC433,229$34.4M0.03%−264,226−37.9%Reduced
Canada Pension Plan Investment Board434,774$34.6M0.04%+34,069+8.5%Added
Credit Suisse AG439,154$34.9M0.03%+51,844+13.4%Added
Skandinaviska Enskilda Banken AB (publ)439,733$35.0M0.20%+359,733+449.7%Added
HSBC Holdings PLC458,297$36.4M0.03%+39,867+9.5%Added
Balyasny Asset Management LLC461,154$36.7M0.10%−308,692−40.1%Reduced
UBS Group AG470,583$37.4M0.02%+38,381+8.9%Added
Nuveen Asset Management, LLC470,634$37.4M0.01%+46,769+11.0%Added
Manufacturers Life Insurance Company, The483,373$38.4M0.02%+28,742+6.3%Added
Voya Investment Management LLC488,194$38.8M0.04%−19,051−3.8%Reduced
Barclays PLC544,852$43.3M0.02%+989+0.2%Added
Royal Bank of Canada555,118$44.1M0.01%−35,205−6.0%Reduced
Allianz Asset Management GmbH590,213$46.9M0.09%+40,721+7.4%Added
Swiss National Bank603,300$48.0M0.04%−24,800−3.9%Reduced
Sumitomo Mitsui Trust Holdings, Inc.675,201$53.7M0.04%−8,007−1.2%Reduced
AQR Capital Management LLC706,791$55.8M0.11%−744,729−51.3%Reduced
Victory Capital Management Inc820,599$65.2M0.07%+39,015+5.0%Added
JPMorgan Chase & Co825,684$65.6M0.01%−68,886−7.7%Reduced