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Cleveland-Cliffs Inc.

CLF
Exchange
NYSE
Industry
Metal Mining
SEC CIK
0000764065

No open-market purchases or sales by Cleveland-Cliffs Inc. insiders were filed in the last 90 days; 585 institutions reported holding it in 13F filings for Q2 2026, worth $4.52B in total; superinvestors Fairfax Financial and Duquesne Family Office hold it.

13F holders, Q2 2026

Institutional positions in Cleveland-Cliffs Inc. as of Jun 30, 2026. 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
585
+23 vs. Q1 2026
Shares held
481.1M
+12.7M (+2.7%) vs. Q1 2026
Total value
$4.52B
+$555.5M (+14.0%) vs. Q1 2026
New holders
98
184 more added
Sold out
75
190 more reduced

7 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting CLF 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 2026: 585 institutions
Q1 2021: 394 institutionsQ2 2021: 469 institutionsQ3 2021: 510 institutionsQ4 2021: 576 institutionsQ1 2022: 649 institutionsQ2 2022: 607 institutionsQ3 2022: 595 institutionsQ4 2022: 617 institutionsQ1 2023: 614 institutionsQ2 2023: 576 institutionsQ3 2023: 605 institutionsQ4 2023: 624 institutionsQ1 2024: 635 institutionsQ2 2024: 613 institutionsQ3 2024: 566 institutionsQ4 2024: 574 institutionsQ1 2025: 567 institutionsQ2 2025: 560 institutionsQ3 2025: 565 institutionsQ4 2025: 575 institutionsQ1 2026: 569 institutionsQ2 2026: 585 institutions
Value heldQ2 2026: $4.52B
Q1 2021: $6.58BQ2 2021: $7.57BQ3 2021: $6.03BQ4 2021: $6.55BQ1 2022: $10.3BQ2 2022: $4.91BQ3 2022: $4.67BQ4 2022: $5.50BQ1 2023: $6.33BQ2 2023: $5.30BQ3 2023: $5.23BQ4 2023: $7.00BQ1 2024: $7.76BQ2 2024: $5.23BQ3 2024: $4.50BQ4 2024: $3.37BQ1 2025: $3.00BQ2 2025: $2.91BQ3 2025: $4.75BQ4 2025: $6.10BQ1 2026: $3.96BQ2 2026: $4.52B
Institutions holding CLF and their total value by quarter
QuarterHoldersValue
Q2 2026585$4.52B
Q1 2026569$3.96B
Q4 2025575$6.10B
Q3 2025565$4.75B
Q2 2025560$2.91B
Q1 2025567$3.00B
Q4 2024574$3.37B
Q3 2024566$4.50B
Q2 2024613$5.23B
Q1 2024635$7.76B
Q4 2023624$7.00B
Q3 2023605$5.23B
Q2 2023576$5.30B
Q1 2023614$6.33B
Q4 2022617$5.50B
Q3 2022595$4.67B
Q2 2022607$4.91B
Q1 2022649$10.3B
Q4 2021576$6.55B
Q3 2021510$6.03B
Q2 2021469$7.57B
Q1 2021394$6.58B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Cleveland-Cliffs Inc.; share changes are against Q1 2026.

Institutions holding CLF in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.55,672,638$522.8M0.01%−2,944,888−5.0%Reduced
State Street Corp33,248,516$312.2M0.01%−6,062,727−15.4%Reduced
Slate Path Capital LP28,410,081$266.8M3.69%+9,166,100+47.6%Added
Vanguard Capital Management LLC25,796,291$242.2M0.01%+201,937+0.8%Added
Vanguard Portfolio Management LLC25,187,723$236.5M0.01%+8,3690.0%Added
D. E. Shaw & Co., Inc.15,385,109$144.5M0.09%+2,659,204+20.9%Added
Two Sigma Investments, LP15,200,394$142.7M0.11%+1,278,398+9.2%Added
Fairfax Financial Holdings LtdSuperinvestorFairfax Financial14,899,273$139.9M5.30%00.0%Unchanged
Dimensional Fund Advisors LP12,454,764$117.0M0.02%−3,034,443−19.6%Reduced
Assenagon Asset Management S.A.12,043,658$113.1M0.07%+10,089,823+516.4%Added
Geode Capital Management, LLC10,544,562$99.0M0.01%+79,320+0.8%Added
Citigroup Inc9,598,431$90.1M0.04%+948,657+11.0%Added
Morgan Stanley7,911,298$74.3M0.00%−978,948−11.0%Reduced
Charles Schwab Investment Management Inc7,897,840$74.2M0.01%−132,484−1.6%Reduced
PointState Capital LP6,582,026$61.8M1.09%+6,582,026New
Goldman Sachs Group Inc6,420,752$60.3M0.01%+3,212,403+100.1%Added
Millennium Management LLC6,371,571$59.8M0.04%−121,074−1.9%Reduced
Avala Global LP6,211,390$58.3M2.15%+6,211,390New
Kinetic Partners Management, LP6,018,200$56.5M1.35%+775,000+14.8%Added
SG Americas Securities, LLC5,718,402$53.7M0.03%+4,990,362+685.5%Added
Encompass Capital Advisors LLC5,113,625$48.0M2.07%+5,113,625New
BNP Paribas Arbitrage, SA4,928,310$46.3M0.02%+2,121,669+75.6%Added
Neuberger Berman Group LLC4,860,120$45.6M0.03%+365,438+8.1%Added
Northern Trust Corp4,701,254$44.1M0.01%+129,869+2.8%Added
Mirae Asset Global ETFs Holdings Ltd.4,542,961$42.7M0.05%+358,260+8.6%Added
Duquesne Family Office LLCSuperinvestorDuquesne Family Office4,216,184$39.6M0.91%+1,902,729+82.2%Added
Drexel Morgan & Co.4,000,000$37.6M5.23%+602,375+17.7%Added
Qube Research & Technologies Ltd3,975,383$37.3M0.04%+717,354+22.0%Added
Bank of America Corp3,905,214$36.7M0.00%+1,103,960+39.4%Added
Susquehanna International Group, LLP3,694,238$34.7M0.03%−143,816−3.7%Reduced
Vanguard Fiduciary Trust Co3,609,951$33.9M0.01%+75,224+2.1%Added
UBS Group AG3,601,455$33.8M0.01%−2,297,296−38.9%Reduced
Bank of New York Mellon Corp3,227,560$30.3M0.00%−122,489−3.7%Reduced
Balyasny Asset Management LLC3,208,119$30.1M0.06%+474,720+17.4%Added
Maple Rock Capital Partners Inc.3,083,157$29.0M0.57%−17,662,400−85.1%Reduced
Squarepoint Ops LLC2,890,217$27.1M0.05%−1,079,931−27.2%Reduced
Man Group plc2,858,706$26.8M0.05%−1,500,295−34.4%Reduced
Senator Investment Group LP2,741,569$25.7M0.94%+2,741,569New
Invesco Ltd.2,582,769$24.3M0.00%−189,233−6.8%Reduced
Apis Capital Advisors, LLC2,540,000$23.9M2.32%+2,540,000New
Easterly Investment Partners LLC2,416,729$22.7M1.15%+455,339+23.2%Added
Yaupon Capital Management LP2,345,191$22.0M0.73%+2,345,191New
Douglas Lane & Associates, LLC2,307,862$21.7M0.29%−70,829−3.0%Reduced
Point72 Asset Management, L.P.2,287,381$21.5M0.03%+30,846+1.4%Added
Barclays PLC2,093,292$19.7M0.01%+827,785+65.4%Added
Capital Fund Management S.A.2,016,447$18.9M0.14%+1,859,713+1,186.5%Added
Royal Bank of Canada1,941,328$18.2M0.00%+29,267+1.5%Added
Ameriprise Financial Inc1,929,900$18.2M0.00%+288,835+17.6%Added
JPMorgan Chase & Co1,746,401$16.6M0.00%−894,977−33.9%Reduced
Jump Financial, LLC1,649,613$15.5M0.14%−329,882−16.7%Reduced
Hodges Capital Management Inc.1,626,086$15.3M1.01%−511,080−23.9%Reduced
Norges Bank1,584,345$14.9M0.00%+1,584,345New
Marshall Wace, LLP1,553,631$14.6M0.01%+698,594+81.7%Added
Rhumbline Advisers1,497,797$14.1M0.01%+30,355+2.1%Added
FMR LLC1,474,168$13.8M0.00%+418,508+39.6%Added
Engineers Gate Manager LP1,407,953$13.2M0.17%+958,049+212.9%Added
LPL Financial LLC1,393,637$13.1M0.00%−70,580−4.8%Reduced
Algert Global LLC1,348,925$12.7M0.15%−490,135−26.7%Reduced
Principal Financial Group Inc1,295,028$12.2M0.01%+21,209+1.7%Added
UBS Asset Management Americas Inc1,258,756$11.8M0.00%+73,630+6.2%Added
HRT Financial LP1,204,780$11.3M0.02%−889,318−42.5%Reduced
Gotham Asset Management, LLC1,202,547$11.3M0.03%+245,650+25.7%Added
Wells Fargo & Company1,169,534$11.0M0.00%+15,818+1.4%Added
Robinhood Asset Management, LLC1,150,678$10.8M0.58%+1,150,678New
Swiss National Bank1,144,561$10.7M0.01%+17,100+1.5%Added
Segall Bryant & Hamill, LLC1,111,445$10.4M0.12%+1,111,445New
Allianz Asset Management GmbH1,106,902$10.4M0.01%−1,150,848−51.0%Reduced
Walleye Capital LLC1,085,946$10.2M0.05%−79,151−6.8%Reduced
CastleKnight Management LP998,200$9.37M0.34%+998,200New
SFE Investment Counsel911,796$8.56M1.18%+16,307+1.8%Added
Legal & General Group Plc874,210$8.21M0.00%−14,323−1.6%Reduced
Citadel Advisors LLC816,378$7.67M0.00%−2,052,449−71.5%Reduced
Nuveen, LLC797,232$7.49M0.00%+43,937+5.8%Added
HSBC Holdings PLC780,612$7.44M0.00%+651,234+503.4%Added
First National Bank of Omaha791,126$7.42M0.21%+25,961+3.4%Added
Raymond James Financial Inc778,687$7.31M0.00%+159,914+25.8%Added
IMC-Chicago, LLC759,049$7.13M0.07%+506,692+200.8%Added
Axq Capital, LP757,848$7.12M0.77%+98,032+14.9%Added
First Trust Advisors LP756,797$7.11M0.00%+557,448+279.6%Added
California State Teachers Retirement System661,695$6.21M0.01%−485−0.1%Reduced
California Public Employees Retirement System652,654$6.13M0.00%−323,497−33.1%Reduced
Towle & Co648,628$6.09M2.06%+648,628New
Fisher Asset Management, LLC640,838$6.02M0.00%−19,130−2.9%Reduced
Tudor Investment Corp Et Al627,232$5.89M0.02%−3,030,421−82.9%Reduced
Price T Rowe Associates Inc619,556$5.82M0.00%+43,195+7.5%Added
Old West Investment Management, LLC616,022$5.78M0.61%+616,022New
Alliancebernstein L.P.684,146$5.78M0.00%−129,766−15.9%Reduced
Retirement Systems of Alabama589,970$5.54M0.02%−109,296−15.6%Reduced
Gallagher Fiduciary Advisors, LLC585,516$5.50M0.18%−21,763−3.6%Reduced
Aquatic Capital Management LLC572,324$5.37M0.18%−962,328−62.7%Reduced
Vanguard Asset Management, Ltd551,751$5.18M0.00%+57,235+11.6%Added
Readystate Asset Management LP549,184$5.16M0.21%+338,608+160.8%Added
Colony Group, LLC518,857$4.87M0.00%−127,431−19.7%Reduced
JB Capital LLC510,159$4.79M0.17%+47,566+10.3%Added
Empowered Funds, LLC487,015$4.57M0.02%+487,015New
SEI Investments Co484,887$4.55M0.00%+181,915+60.0%Added
State Board of Administration of Florida Retirement System460,257$4.32M0.01%−6,750−1.4%Reduced
Truist Financial Corp455,402$4.28M0.01%−4,666−1.0%Reduced
New York State Teachers Retirement System453,772$4.26M0.01%+19,141+4.4%Added
Lee Danner & Bass Inc452,000$4.24M0.24%00.0%Unchanged