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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
New York State Common Retirement Fund178,720$14.2M0.02%+28,579+19.0%Added
Railway Pension Investments Ltd175,300$13.9M0.14%00.0%Unchanged
Prudential Financial Inc174,833$13.7M0.02%−27,699−13.7%Reduced
Lazard Asset Management LLC172,378$13.7M0.02%−7,852−4.4%Reduced
CBOE Vest Financial, LLC168,089$13.4M0.50%+56,084+50.1%Added
Natixis Advisors, L.P.167,991$13.4M0.04%−5,663−3.3%Reduced
Applied Finance Capital Management, LLC160,574$12.8M1.11%+11,383+7.6%Added
Twin Tree Management, LP151,634$12.1M0.22%+124,378+456.3%Added
BlackBarn Capital Partners LP150,000$11.9M7.87%+150,000New
Toronto Dominion Bank146,582$11.7M0.02%+2,230+1.5%Added
Empowered Funds, LLC136,839$10.9M0.27%+38,823+39.6%Added
BI Asset Management Fondsmaeglerselskab A/S136,747$10.9M0.23%+50,242+58.1%Added
Raymond James & Associates133,439$10.6M0.01%+27,027+25.4%Added
Coronation Fund Managers Ltd.130,601$10.4M0.29%+31,319+31.5%Added
Pekin Hardy Strauss, Inc.129,780$10.3M1.55%+224+0.2%Added
Gotham Asset Management, LLC129,306$10.3M0.19%−32,511−20.1%Reduced
Scout Investments, Inc.128,798$10.2M0.26%+68,190+112.5%Added
Bokf, NA126,704$10.1M0.20%−36,497−22.4%Reduced
PGGM Investments126,190$10.0M0.15%00.0%Unchanged
Healthcare of Ontario Pension Plan Trust Fund125,025$9.94M0.04%+52,325+72.0%Added
Concentric Capital Strategies, LP123,982$9.86M1.28%+58,706+89.9%Added
RPG Investment Advisory, LLC122,658$9.75M1.59%+2,046+1.7%Added
APG Asset Management N.V.127,654$9.19M0.02%+4,515+3.7%Added
S&T Bank112,475$8.94M1.65%−4,050−3.5%Reduced
KBC Group NV111,509$8.87M0.03%−30,759−21.6%Reduced
Shelton Capital Management111,325$8.85M0.28%+39,704+55.4%Added
Goehring & Rozencwajg Associates, LLC110,562$8.79M2.12%+3,380+3.2%Added
State of New Jersey Common Pension Fund D110,286$8.77M0.03%00.0%Unchanged
Bridgewater Associates, LP109,593$8.71M0.05%−23,721−17.8%Reduced
Royal London Asset Management Ltd108,478$8.62M0.02%+2,634+2.5%Added
Private Capital Advisors, Inc.108,077$8.59M1.31%−230−0.2%Reduced
Chevy Chase Trust Holdings, Inc.106,725$8.48M0.03%−1,732−1.6%Reduced
State of Wisconsin Investment Board106,194$8.44M0.02%+2,481+2.4%Added
Baird Financial Group, Inc.104,871$8.34M0.02%−13,639−11.5%Reduced
DekaBank Deutsche Girozentrale101,399$8.01M0.02%+79,724+367.8%Added
Treasurer of the State of North Carolina97,583$7.76M0.04%−446−0.5%Reduced
Schonfeld Strategic Advisors LLC97,526$7.75M0.06%+22,187+29.4%Added
United Services Automobile Association97,234$7.73M0.17%−38,306−28.3%Reduced
Man Group plc96,781$7.69M0.02%––
Jennison Associates LLC95,783$7.61M0.01%−1,262−1.3%Reduced
Hudson Bay Capital Management LP95,000$7.55M0.07%−5,000−5.0%Reduced
National Bank of Canada91,957$7.50M0.01%−603−0.7%Reduced
Parkside Investments, LLC94,217$7.49M1.27%−900−0.9%Reduced
Nomura Asset Management Co Ltd93,401$7.43M0.03%+9,387+11.2%Added
Assenagon Asset Management S.A.93,209$7.41M0.02%−63,112−40.4%Reduced
Summit Street Capital Management, LLC91,832$7.30M3.09%00.0%Unchanged
Bridgeway Capital Management, LLC90,700$7.21M0.15%+8,800+10.7%Added
Mn Services Vermogensbeheer B.V.89,900$7.15M0.06%−3,400−3.6%Reduced
Janus Henderson Group PLC87,884$6.99M0.00%−80,138−47.7%Reduced
Walleye Trading LLC85,249$6.78M0.10%+85,249New
Standard Life Aberdeen plc84,714$6.73M0.01%+34,011+67.1%Added
Credit Capital Investments LLC84,600$6.73M9.37%+8,100+10.6%Added
M&T Bank Corp84,484$6.72M0.02%−12,330−12.7%Reduced
Montgomery Investment Management Inc84,200$6.69M2.06%−1,125−1.3%Reduced
Mariner, LLC80,992$6.44M0.02%+16,615+25.8%Added
Public Employees Retirement System of Ohio80,635$6.41M0.03%−1,415−1.7%Reduced
LPL Financial LLC78,548$6.24M0.00%+6,777+9.4%Added
Asset Management One Co.,Ltd.77,974$6.21M0.03%+417+0.5%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.78,050$6.21M0.02%+41,491+113.5%Added
Harvey Capital Management Inc77,505$6.16M2.04%−1,100−1.4%Reduced
Palo Duro Investment Partners, LP71,948$5.72M1.86%+9,905+16.0%Added
JNBA Financial Advisors71,795$5.71M0.65%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)71,638$5.70M0.02%−3,898−5.2%Reduced
Payden & Rygel71,400$5.68M0.41%+71,400New
Investment Management Corp of Ontario70,764$5.63M0.14%+49,118+226.9%Added
Vident Advisory, LLC70,371$5.59M0.14%+350.0%Added
Nisa Investment Advisors, LLC68,238$5.42M0.04%+1,510+2.3%Added
Aware Super Pty Ltd as trustee of Aware Super68,242$5.28M0.07%+68,242New
Bessemer Group Inc64,026$5.09M0.01%−6,633−9.4%Reduced
Tobam63,613$5.06M0.44%−10,425−14.1%Reduced
Spire Wealth Management65,569$4.92M0.17%+9,492+16.9%Added
Baldwin Brothers Inc60,766$4.83M0.38%−575−0.9%Reduced
CIBC World Markets Inc.60,590$4.82M0.01%−6,409−9.6%Reduced
Brandywine Global Investment Management, LLC60,091$4.78M0.04%+33,919+129.6%Added
Clear Sky Advisers, LLC60,000$4.77M2.23%+13,913+30.2%Added
State of Michigan Retirement System59,554$4.73M0.03%−9,500−13.8%Reduced
PEAK6 Investments LLC59,231$4.71M0.20%+59,033+29,814.6%Added
Vontobel Holding Ltd.59,009$4.69M0.04%−12,666−17.7%Reduced
Illinois Municipal Retirement Fund58,187$4.63M0.08%00.0%Unchanged
Aquatic Capital Management LLC58,100$4.62M0.12%+58,100New
Sarasin & Partners LLP55,000$4.37M0.05%−15,000−21.4%Reduced
Citadel Advisors LLC54,243$4.31M0.00%−1,595,270−96.7%Reduced
Advisors Asset Management, Inc.54,239$4.31M0.09%+2,460+4.8%Added
STRS Ohio53,225$4.23M0.02%+53,225New
Arizona State Retirement System53,029$4.22M0.03%−150−0.3%Reduced
Thomist Capital Management, LP51,700$4.12M1.82%+51,700New
American International Group, Inc.51,347$4.08M0.02%−1,116−2.1%Reduced
HighTower Advisors, LLC50,489$4.01M0.01%+1,661+3.4%Added
Toroso Investments, LLC49,588$3.94M0.09%−11,462−18.8%Reduced
Connectus Wealth, LLC49,197$3.91M0.08%+5,755+13.2%Added
Korea Investment CORP49,213$3.91M0.01%00.0%Unchanged
Forsta Ap-Fonden48,400$3.85M0.04%−33,300−40.8%Reduced
Amalgamated Bank48,317$3.84M0.03%−1,190−2.4%Reduced
Quantitative Investment Management, LLC48,207$3.83M0.22%+48,207New
Phoenix Holdings Ltd.42,624$3.82M0.06%+4,891+13.0%Added
Sprott Inc.47,780$3.80M0.34%+15,229+46.8%Added
D. E. Shaw & Co., Inc.47,758$3.80M0.01%−281,773−85.5%Reduced
Douglas Lane & Associates, LLC46,888$3.73M0.06%+43,584+1,319.1%Added
Mirae Asset Global Investments Co., Ltd.46,797$3.72M0.01%+1,539+3.4%Added
MetLife Investment Management46,403$3.69M0.03%−1,368−2.9%Reduced