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 $4.46B in total; superinvestors Fairfax Financial and Duquesne Family Office hold it.
13F holders, Q4 2025
Institutional positions in Cleveland-Cliffs Inc. as of Dec 31, 2025. 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
- 575
- +19 vs. Q3 2025
- Shares held
- 458.7M
- +76.7M (+20.1%) vs. Q3 2025
- Total value
- $6.09B
- +$1.43B (+30.7%) vs. Q3 2025
- New holders
- 90
- 210 more added
- Sold out
- 71
- 168 more reduced
9 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 585 | $4.46B |
| Q1 2026 | 570 | $3.96B |
| Q4 2025 | 575 | $6.09B |
| Q3 2025 | 565 | $4.68B |
| Q2 2025 | 560 | $2.89B |
| Q1 2025 | 567 | $2.99B |
| Q4 2024 | 574 | $3.37B |
| Q3 2024 | 568 | $4.38B |
| Q2 2024 | 615 | $5.20B |
| Q1 2024 | 636 | $7.39B |
| Q4 2023 | 626 | $6.84B |
| Q3 2023 | 607 | $5.23B |
| Q2 2023 | 578 | $5.30B |
| Q1 2023 | 616 | $6.07B |
| Q4 2022 | 619 | $5.50B |
| Q3 2022 | 595 | $4.57B |
| Q2 2022 | 607 | $4.91B |
| Q1 2022 | 649 | $10.2B |
| Q4 2021 | 577 | $6.45B |
| Q3 2021 | 510 | $6.03B |
| Q2 2021 | 471 | $7.56B |
| Q1 2021 | 397 | $6.58B |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Cleveland-Cliffs Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Quantinno Capital Management LP | 126,486 | $1.68M | 0.00% | +36,461+40.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 127,465 | $1.69M | 0.02% | +17,199+15.6% | Added |
| Thrivent Financial for Lutherans | 128,287 | $1.70M | 0.00% | +3,844+3.1% | Added |
| Steward Partners Investment Advisory, LLC | 133,980 | $1.78M | 0.01% | −3,649−2.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 134,415 | $1.79M | 0.00% | +18,829+16.3% | Added |
| State of Michigan Retirement System | 134,627 | $1.79M | 0.01% | +16,800+14.3% | Added |
| D.A. Davidson & Co. | 136,188 | $1.81M | 0.01% | −57,806−29.8% | Reduced |
| International Assets Investment Management, LLC | 141,176 | $1.87M | 0.13% | −63,758−31.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 142,564 | $1.89M | 0.01% | +15,602+12.3% | Added |
| Twelve Points Wealth Management LLC | 149,829 | $1.91M | 0.43% | −64,033−29.9% | Reduced |
| Sanctuary Advisors, LLC | 144,621 | $1.92M | 0.01% | +7,464+5.4% | Added |
| First Trust Advisors LP | 146,103 | $1.94M | 0.00% | −81,067−35.7% | Reduced |
| Murphy Pohlad Asset Management LLC | 147,180 | $1.95M | 0.75% | −1,880−1.3% | Reduced |
| Brevan Howard Capital Management LP | 148,309 | $1.97M | 0.04% | +18,321+14.1% | Added |
| IMC-Chicago, LLC | 152,778 | $2.03M | 0.04% | +152,778 | New |
| Turas Capital Management LP | 152,800 | $2.03M | 0.68% | +152,800 | New |
| Wiley Bros.-Aintree Capital, LLC | 153,774 | $2.04M | 0.01% | −5,811−3.6% | Reduced |
| Janney Montgomery Scott LLC | 154,635 | $2.05M | 0.00% | −26,800−14.8% | Reduced |
| SEI Investments Co | 155,073 | $2.06M | 0.00% | +10,750+7.4% | Added |
| Comerica Bank | 157,340 | $2.09M | 0.01% | +3,912+2.5% | Added |
| Louisiana State Employees Retirement System | 157,600 | $2.09M | 0.04% | +19,900+14.5% | Added |
| Twinbeech Capital LP | 157,964 | $2.10M | 0.15% | +157,964 | New |
| Arizona State Retirement System | 157,985 | $2.10M | 0.01% | +11,611+7.9% | Added |
| State of Wisconsin Investment Board | 158,699 | $2.11M | 0.00% | −7,821−4.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 160,817 | $2.13M | 0.02% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 157,583 | $2.14M | 0.00% | +7,715+5.1% | Added |
| Tectonic Advisors LLC | 164,574 | $2.19M | 0.12% | −3,731−2.2% | Reduced |
| Public Employees Retirement System of Ohio | 168,666 | $2.24M | 0.01% | +16,657+11.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 171,824 | $2.28M | 0.00% | +32,402+23.2% | Added |
| Kestra Private Wealth Services, LLC | 174,737 | $2.32M | 0.03% | +3,448+2.0% | Added |
| Lombard Odier Asset Management (USA) Corp | 190,000 | $2.52M | 1.03% | −15,000−7.3% | Reduced |
| The PNC Financial Services Group, Inc. | 192,922 | $2.56M | 0.00% | −108,303−36.0% | Reduced |
| Wolverine Asset Management LLC | 196,794 | $2.61M | 0.04% | 00.0% | Unchanged |
| Aequim Alternative Investments LP | 200,000 | $2.66M | 0.05% | 00.0% | Unchanged |
| AMG National Trust Bank | 200,372 | $2.66M | 0.06% | +10,348+5.4% | Added |
| Arkadios Wealth Advisors | 200,520 | $2.66M | 0.05% | −86,948−30.2% | Reduced |
| Stifel Financial Corp | 210,311 | $2.79M | 0.00% | −5,132−2.4% | Reduced |
| Yousif Capital Management, LLC | 199,905 | $2.81M | 0.03% | +18,161+10.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 216,934 | $2.88M | 0.06% | −203,993−48.5% | Reduced |
| Advisor Group Holdings, Inc. | 219,086 | $2.91M | 0.00% | −57,853−20.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 219,710 | $2.92M | 0.01% | −27,475−11.1% | Reduced |
| State of New Jersey Common Pension Fund D | 221,461 | $2.94M | 0.01% | +10,233+4.8% | Added |
| JB Capital LLC | 225,009 | $2.99M | 0.12% | +27,064+13.7% | Added |
| Schonfeld Strategic Advisors LLC | 225,240 | $2.99M | 0.02% | −445,271−66.4% | Reduced |
| Deutsche Bank AG | 226,487 | $3.01M | 0.00% | +2,254+1.0% | Added |
| State of Tennessee, Treasury Department | 221,437 | $3.05M | 0.01% | +87,975+65.9% | Added |
| Collar Capital Management, LLC | 231,494 | $3.07M | 2.05% | +1,959+0.9% | Added |
| Treasurer of the State of North Carolina | 234,786 | $3.12M | 0.01% | +16,019+7.3% | Added |
| Mutual of America Capital Management LLC | 237,098 | $3.15M | 0.03% | +8,635+3.8% | Added |
| Cetera Investment Advisers | 239,206 | $3.18M | 0.00% | +29,361+14.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 239,400 | $3.18M | 0.03% | +22,678+10.5% | Added |
| ARS Investment Partners, LLC | 242,627 | $3.22M | 0.19% | −113,068−31.8% | Reduced |
| First Dallas Securities Inc. | 243,800 | $3.24M | 1.20% | −52,000−17.6% | Reduced |
| Janus Henderson Group PLC | 249,700 | $3.31M | 0.00% | +32,500+15.0% | Added |
| CenterBook Partners LP | 257,571 | $3.42M | 0.17% | +72,883+39.5% | Added |
| Amalgamated Bank | 258,556 | $3.43M | 0.02% | +33,115+14.7% | Added |
| Nomura Holdings Inc | 266,226 | $3.54M | 0.01% | +266,226 | New |
| Lee Danner & Bass Inc | 272,000 | $3.61M | 0.26% | −25,019−8.4% | Reduced |
| MetLife Investment Management | 278,223 | $3.69M | 0.02% | +24,095+9.5% | Added |
| Private Advisor Group, LLC | 279,004 | $3.71M | 0.02% | −93,032−25.0% | Reduced |
| American Century Companies Inc | 287,120 | $3.81M | 0.00% | +13,858+5.1% | Added |
| Rockefeller Capital Management L.P. | 288,550 | $3.83M | 0.01% | −415−0.1% | Reduced |
| New York State Common Retirement Fund | 291,690 | $3.87M | 0.01% | +64,233+28.2% | Added |
| Engineers Gate Manager LP | 295,945 | $3.93M | 0.05% | +208,062+236.7% | Added |
| Bank of Montreal | 301,189 | $4.00M | 0.00% | +42,450+16.4% | Added |
| Van Eck Associates Corp | 308,418 | $4.10M | 0.00% | −44,078−12.5% | Reduced |
| Cerity Partners LLC | 311,457 | $4.14M | 0.01% | −99,543−24.2% | Reduced |
| Readystate Asset Management LP | 317,093 | $4.21M | 0.19% | −137,120−30.2% | Reduced |
| HSBC Holdings PLC | 318,247 | $4.21M | 0.00% | +290,797+1,059.4% | Added |
| Edgestream Partners, L.P. | 321,230 | $4.27M | 0.12% | +60,388+23.2% | Added |
| Russell Investments Group, Ltd. | 346,911 | $4.61M | 0.01% | +75,049+27.6% | Added |
| First Washington CORP | 347,533 | $4.62M | 1.20% | −2,410−0.7% | Reduced |
| Great West Life Assurance Co | 348,124 | $4.62M | 0.01% | +65,228+23.1% | Added |
| Simplex Trading, LLC | 353,970 | $4.70M | 0.13% | +121,865+52.5% | Added |
| Worldquant Millennium Advisors LLC | 365,245 | $4.85M | 0.02% | −49,541−11.9% | Reduced |
| Landscape Capital Management, L.L.C. | 383,334 | $5.09M | 0.34% | +239,031+165.6% | Added |
| Lighthouse Investment Partners, LLC | 395,000 | $5.25M | 0.17% | −356,750−47.5% | Reduced |
| Manufacturers Life Insurance Company, The | 401,035 | $5.33M | 0.00% | +31,789+8.6% | Added |
| ExodusPoint Capital Management, LP | 459,032 | $6.10M | 0.07% | +459,032 | New |
| New York State Teachers Retirement System | 462,772 | $6.15M | 0.01% | +6,000+1.3% | Added |
| Neo Ivy Capital Management | 463,819 | $6.16M | 0.97% | +348,403+301.9% | Added |
| State Board of Administration of Florida Retirement System | 467,007 | $6.20M | 0.01% | −4,223−0.9% | Reduced |
| Phocas Financial Corp. | 474,862 | $6.31M | 0.82% | +151,868+47.0% | Added |
| Soviero Asset Management, LP | 480,000 | $6.37M | 3.33% | +45,000+10.3% | Added |
| Raymond James Financial Inc | 501,716 | $6.66M | 0.00% | +108,288+27.5% | Added |
| Verition Fund Management LLC | 510,583 | $6.78M | 0.04% | −215,399−29.7% | Reduced |
| Price T Rowe Associates Inc | 517,310 | $6.87M | 0.00% | +116,502+29.1% | Added |
| Trexquant Investment LP | 527,463 | $7.00M | 0.06% | −573,537−52.1% | Reduced |
| Truist Financial Corp | 527,763 | $7.01M | 0.01% | −148,090−21.9% | Reduced |
| California State Teachers Retirement System | 538,520 | $7.15M | 0.01% | +72,066+15.4% | Added |
| Voya Investment Management LLC | 566,623 | $7.52M | 0.01% | +80,312+16.5% | Added |
| Jump Financial, LLC | 571,823 | $7.59M | 0.10% | +29,109+5.4% | Added |
| Commonwealth Equity Services, LLC | 574,311 | $7.63M | 0.01% | +30,394+5.6% | Added |
| Monaco Asset Management SAM | 575,000 | $7.64M | 2.27% | +250,000+76.9% | Added |
| BW Gestao de Investimentos Ltda. | 582,624 | $7.74M | 0.27% | +582,624 | New |
| Wellington Management Group LLP | 616,720 | $8.19M | 0.00% | +29,312+5.0% | Added |
| Renaissance Technologies LLC | 653,359 | $8.68M | 0.01% | +360,700+123.2% | Added |
| South Dakota Investment Council | 656,466 | $8.72M | 0.17% | −484,125−42.4% | Reduced |
| Group One Trading, L.P. | 662,081 | $8.79M | 0.26% | +24,948+3.9% | Added |
| Gallagher Fiduciary Advisors, LLC | 664,766 | $8.83M | 0.29% | −19,527−2.9% | Reduced |