Cleveland-Cliffs Inc.
CLF- Exchange
- NYSE
- Industry
- Metal Mining
- SEC CIK
- 0000764065
In the last 90 days, Cleveland-Cliffs Inc. insiders filed 1 open-market purchase and 0 sales; 591 institutions reported holding it in 13F filings for Q2 2026, worth $4.46B in total; superinvestors Fairfax Financial and Duquesne Family Office hold it.
Key figures
- Market capClose on Nov 13, 2026
- $7.22B
- Insider buysLast 90 days, $99.8K in total
- 1
- Insider sellsOpen market, last 90 days
- 0
- 13F holdersQ2 2026, +24 vs. previous quarter
- 591
- 13F valueReported value at the end of Q2 2026
- $4.46B
- Superinvestors holdingAt the end of Q2 2026
- 2
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2025
- $18.6B
- −3.0% year over year
- Net income, FY2025
- -$1.48B
- No comparable prior period
- Free cash flow, FY2025
- -$1.02B
- No comparable prior period
- Revenue, Q3 FY2026
- $5.61B
- +18.5% year over year
Short interest
See short dataFrom FINRA, settlement date Oct 30, 2026.
- Short interest
- 61.8M
- Shares sold short
- Change
- −14.3M
- −18.8% vs. previous
- Days to cover
- 2.00
- At average daily volume
Superinvestors holding CLF, Q2 2026
Go to the superinvestors tab2 superinvestors report holding Cleveland-Cliffs Inc. on Form 13F. Percentages are the stock's share of each portfolio.
Fairfax Financial
Prem Watsa
5.3%
Cleveland-Cliffs Inc.'s share of the portfolio
- Shares
- 14,899,273
- Value
- $139.9M
Duquesne Family Office
Stanley Druckenmiller
0.9%
Cleveland-Cliffs Inc.'s share of the portfolio
- Shares
- 4,216,184
- Value
- $39.6M
Latest insider trades
See all insider tradesOpen-market purchases and sales by Cleveland-Cliffs Inc. insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Oct 23, 2026 (view filing)9:29 AM ET | Oct 22 | 1 day | Camara EdilsonDirector | PPurchase | +7.40K | $13.49 | +$99.8K | +12.9%64.7K after | |
| Jun 5, 2026 (view filing) | Jun 5 | Same day | Goncalves Celso L JrEVP, CFO | SSale | −214.3K | $13.41 | −$2.87M | −53.7%184.5K after | |
| Feb 18, 2026 (view filing) | Feb 17 | 1 day | Smith Clifford TEVP & Chief Operating Officer | SSale | −200.0K | $10.46 | −$2.09M | −26.3%560.5K after | |
| Feb 13, 2026 (view filing) | Feb 13 | Same day | Camara EdilsonDirector | PPurchase | +19.7K | $10.13 | +$199.6K | +88.4%42.0K after | |
| Feb 11, 2026 (view filing) | Feb 11 | Same day | Goncalves LourencoChairman, President & CEO | SSale | −3.00M | $12.42 | −$37.3M | −100.0%0 after | |
| May 23, 2025 (view filing) | May 23 | Same day | Graham James DEVP Chief Legal Admin & Sec | SSale | −120.0K | $6.85 | −$822.0K | −19.6%492.2K after | |
| Mar 10, 2025 (view filing) | Mar 10 | Same day | Baldwin John TDirector | PPurchase | +4.00K | $8.70 | +$34.8K | +3.1%133.2K after | |
| Feb 28, 2025 (view filing) | Feb 28 | Same day | Koci KeithEVP & President, CC Services | PPurchase | +9.50K | $10.82 | +$102.8K | +1.8%543.5K after | |
| Feb 28, 2025 (view filing) | Feb 28 | Same day | Cronin Jane M.Director | PPurchase | +10.0K | $10.56 | +$105.6K | +68.9%24.5K after | |
| Nov 22, 2024 (view filing) | Nov 20 | 2 days | Bloom Ron A.Director | SSale | −1.55K | $11.77 | −$18.3K | −2.4%64.0K after |
Top 10 13F holders, Q2 2026
See all 591 holdersThe largest institutional positions in Cleveland-Cliffs Inc. at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 55,672,638 | $522.8M | 0.01% | −2,944,888−5.0% | Reduced |
| State Street Corp | 33,248,516 | $312.2M | 0.01% | −6,062,727−15.4% | Reduced |
| Slate Path Capital LP | 28,410,081 | $266.8M | 3.69% | +9,166,100+47.6% | Added |
| Vanguard Capital Management LLC | 25,796,291 | $242.2M | 0.01% | +201,937+0.8% | Added |
| Vanguard Portfolio Management LLC | 25,187,723 | $236.5M | 0.01% | +8,3690.0% | Added |
| D. E. Shaw & Co., Inc. | 15,385,109 | $144.5M | 0.09% | +2,659,204+20.9% | Added |
| Two Sigma Investments, LP | 15,200,394 | $142.7M | 0.11% | +1,278,398+9.2% | Added |
| Fairfax Financial Holdings LtdSuperinvestorFairfax Financial | 14,899,273 | $139.9M | 5.30% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 12,454,764 | $117.0M | 0.02% | −3,034,443−19.6% | Reduced |
| Geode Capital Management, LLC | 10,544,562 | $99.0M | 0.01% | +79,320+0.8% | Added |
Holders of 5% or more of CLF
See all 3 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of Cleveland-Cliffs Inc..
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 13G/A | 8.90%44.1M shares | – | Apr 17, 20251 filing | Apr 17, 2025 | SEC |
| State Street Corp | 13G | 5.80%33.2M shares | −1.10 ppfrom 6.90% | Aug 11, 20253 filings | Aug 7, 2026 | SEC |
| Vanguard Capital Management LLC | 13G | 5.24%29.9M shares | New | Apr 29, 20261 filing | Apr 29, 2026 | SEC |
Politician trades
All politician trades in CLF6 members of Congress reported 105 trades in Cleveland-Cliffs Inc. since 2020. Newest filings:
| Filed | Politician | Type | Amount |
|---|---|---|---|
| Aug 5, 2026 |  Tommy Tuberville Senate · AL | Buy | $1K-$15K |
| Aug 5, 2026 | Tommy Tuberville Senate · AL | Buy | $1K-$15K |
| Aug 5, 2026 | Tommy Tuberville Senate · AL | Sell (partial) | $100K-$250K |
| Aug 5, 2026 | Tommy Tuberville Senate · AL | Sell (partial) | $50K-$100K |
| Aug 5, 2026 | Tommy Tuberville Senate · AL | Sell (partial) | $50K-$100K |
Senate · AL · Aug 5, 2026
Buy$1K-$15K
Senate · AL · Aug 5, 2026
Buy$1K-$15K
Senate · AL · Aug 5, 2026
Sell (partial)$100K-$250K
Senate · AL · Aug 5, 2026
Sell (partial)$50K-$100K
Senate · AL · Aug 5, 2026
Sell (partial)$50K-$100K