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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 $4.46B in total; superinvestors Fairfax Financial and Duquesne Family Office hold it.

13F holders, Q1 2026

Institutional positions in Cleveland-Cliffs Inc. as of Mar 31, 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
570
+3 vs. Q4 2025
Shares held
468.7M
+68.3M (+17.1%) vs. Q4 2025
Total value
$3.96B
−$1.35B (−25.4%) vs. Q4 2025
New holders
93
197 more added
Sold out
90
169 more reduced

8 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2026: 570 institutions
Q1 2021: 397 institutionsQ2 2021: 471 institutionsQ3 2021: 510 institutionsQ4 2021: 577 institutionsQ1 2022: 649 institutionsQ2 2022: 607 institutionsQ3 2022: 595 institutionsQ4 2022: 619 institutionsQ1 2023: 616 institutionsQ2 2023: 578 institutionsQ3 2023: 607 institutionsQ4 2023: 626 institutionsQ1 2024: 636 institutionsQ2 2024: 615 institutionsQ3 2024: 568 institutionsQ4 2024: 574 institutionsQ1 2025: 567 institutionsQ2 2025: 560 institutionsQ3 2025: 565 institutionsQ4 2025: 575 institutionsQ1 2026: 570 institutionsQ2 2026: 585 institutions
Value heldQ1 2026: $3.96B
Q1 2021: $6.58BQ2 2021: $7.56BQ3 2021: $6.03BQ4 2021: $6.45BQ1 2022: $10.2BQ2 2022: $4.91BQ3 2022: $4.57BQ4 2022: $5.50BQ1 2023: $6.07BQ2 2023: $5.30BQ3 2023: $5.23BQ4 2023: $6.84BQ1 2024: $7.39BQ2 2024: $5.20BQ3 2024: $4.38BQ4 2024: $3.37BQ1 2025: $2.99BQ2 2025: $2.89BQ3 2025: $4.68BQ4 2025: $6.09BQ1 2026: $3.96BQ2 2026: $4.46B
Institutions holding CLF and their total value by quarter
QuarterHoldersValue
Q2 2026585$4.46B
Q1 2026570$3.96B
Q4 2025575$6.09B
Q3 2025565$4.68B
Q2 2025560$2.89B
Q1 2025567$2.99B
Q4 2024574$3.37B
Q3 2024568$4.38B
Q2 2024615$5.20B
Q1 2024636$7.39B
Q4 2023626$6.84B
Q3 2023607$5.23B
Q2 2023578$5.30B
Q1 2023616$6.07B
Q4 2022619$5.50B
Q3 2022595$4.57B
Q2 2022607$4.91B
Q1 2022649$10.2B
Q4 2021577$6.45B
Q3 2021510$6.03B
Q2 2021471$7.56B
Q1 2021397$6.58B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Cleveland-Cliffs Inc.; share changes are against Q4 2025.

Institutions holding CLF in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Investments Australia, Ltd.141,856$1.20M0.00%+141,856New
Commonwealth of Pennsylvania Public School Empls Retrmt Sys142,914$1.21M0.01%+350+0.2%Added
Murphy Pohlad Asset Management LLC144,180$1.22M0.44%−3,000−2.0%Reduced
Wiley Bros.-Aintree Capital, LLC144,090$1.22M0.01%−9,684−6.3%Reduced
Fifth Third Bancorp144,697$1.22M0.00%+138,311+2,165.8%Added
Stifel Financial Corp155,782$1.32M0.00%−54,529−25.9%Reduced
Twinbeech Capital LP156,079$1.32M0.14%−1,885−1.2%Reduced
Arizona State Retirement System156,624$1.32M0.01%−1,361−0.9%Reduced
Capital Fund Management S.A.156,734$1.32M0.01%+117,891+303.5%Added
Bridgewater Associates, LP159,467$1.35M0.01%+114,023+250.9%Added
Connor, Clark & Lunn Investment Management Ltd.159,735$1.35M0.00%+159,735New
Teachers Retirement System of the State of Kentucky160,817$1.36M0.01%00.0%Unchanged
Tectonic Advisors LLC162,044$1.37M0.07%−2,530−1.5%Reduced
Public Employees Retirement System of Ohio163,106$1.38M0.00%−5,560−3.3%Reduced
Universal- Beteiligungs- und Servicegesellschaft mbH157,583$1.39M0.00%00.0%Unchanged
Louisiana State Employees Retirement System165,400$1.40M0.02%+7,800+4.9%Added
Kestra Private Wealth Services, LLC166,618$1.41M0.02%−8,119−4.6%Reduced
Twelve Points Wealth Management LLC169,077$1.43M0.31%+19,248+12.8%Added
Creative Planning174,146$1.47M0.00%+54,854+46.0%Added
The PNC Financial Services Group, Inc.183,722$1.55M0.00%−9,200−4.8%Reduced
Arkadios Wealth Advisors184,698$1.56M0.03%−15,822−7.9%Reduced
Advisor Group Holdings, Inc.185,101$1.56M0.00%−33,985−15.5%Reduced
Gsa Capital Partners LLP188,286$1.59M0.10%+161,595+605.4%Added
Yousif Capital Management, LLC191,931$1.62M0.02%−7,974−4.0%Reduced
Wolverine Asset Management LLC196,794$1.66M0.03%00.0%Unchanged
First Trust Advisors LP199,349$1.68M0.00%+53,246+36.4%Added
Aequim Alternative Investments LP200,000$1.69M0.03%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)201,475$1.70M0.00%+29,651+17.3%Added
Readystate Asset Management LP210,576$1.78M0.10%−106,517−33.6%Reduced
Quantinno Capital Management LP212,522$1.80M0.00%+86,036+68.0%Added
Commonwealth Equity Services, LLC213,436$1.80M0.00%−360,875−62.8%Reduced
Mutual of America Capital Management LLC218,588$1.85M0.02%−18,510−7.8%Reduced
State of New Jersey Common Pension Fund D218,980$1.85M0.01%−2,481−1.1%Reduced
State of Tennessee, Treasury Department221,437$1.87M0.01%00.0%Unchanged
ARS Investment Partners, LLC223,222$1.89M0.10%−19,405−8.0%Reduced
International Assets Investment Management, LLC229,976$1.90M0.13%+88,800+62.9%Added
Collar Capital Management, LLC228,573$1.93M1.25%−2,921−1.3%Reduced
Cambridge Investment Research Advisors, Inc.228,794$1.93M0.00%+9,084+4.1%Added
Boothbay Fund Management, LLC230,910$1.95M0.05%+194,565+535.3%Added
Numerai GP LLC231,756$1.96M0.20%+163,230+238.2%Added
Vanguard Global Advisers, LLC232,864$1.97M0.00%+232,864New
Mitsubishi UFJ Trust & Banking Corp234,364$1.98M0.00%+99,949+74.4%Added
Police & Firemen's Retirement System of New Jersey239,400$2.02M0.02%00.0%Unchanged
Treasurer of the State of North Carolina239,901$2.03M0.01%+5,115+2.2%Added
First Dallas Securities Inc.241,100$2.04M0.75%−2,700−1.1%Reduced
Janus Henderson Group PLC249,700$2.11M0.00%00.0%Unchanged
State of Wisconsin Investment Board251,939$2.13M0.00%+93,240+58.8%Added
Cetera Investment Advisers252,173$2.13M0.00%+12,967+5.4%Added
IMC-Chicago, LLC252,357$2.13M0.03%+99,579+65.2%Added
Qsemble Capital Management, LP252,575$2.13M0.16%+252,575New
Bank of Montreal253,975$2.15M0.00%−47,214−15.7%Reduced
Entropy Technologies, LP255,147$2.16M0.10%+207,883+439.8%Added
Amalgamated Bank259,818$2.19M0.02%+1,262+0.5%Added
AQR Capital Management LLC275,817$2.29M0.00%+174,450+172.1%Added
MetLife Investment Management280,428$2.37M0.01%+2,205+0.8%Added
Private Advisor Group, LLC281,287$2.38M0.01%+2,283+0.8%Added
American Century Companies Inc286,558$2.42M0.00%−562−0.2%Reduced
Van Eck Associates Corp288,962$2.44M0.00%−19,456−6.3%Reduced
New York State Common Retirement Fund291,190$2.46M0.00%−500−0.2%Reduced
SEI Investments Co302,972$2.56M0.00%+147,899+95.4%Added
Cerity Partners LLC308,199$2.60M0.00%−3,258−1.0%Reduced
Rockefeller Capital Management L.P.316,978$2.68M0.00%+28,428+9.9%Added
Lombard Odier Asset Management (USA) Corp320,000$2.70M1.45%+130,000+68.4%Added
Brevan Howard Capital Management LP320,035$2.70M0.03%+171,726+115.8%Added
Group One Trading, L.P.320,309$2.71M0.09%−341,772−51.6%Reduced
First Washington CORP345,374$2.92M0.83%−2,159−0.6%Reduced
Great West Life Assurance Co358,000$3.02M0.01%+9,876+2.8%Added
HBK Investments L P368,000$3.11M0.04%+368,000New
Phocas Financial Corp.370,421$3.13M0.49%−104,441−22.0%Reduced
Manufacturers Life Insurance Company, The406,621$3.44M0.00%+5,586+1.4%Added
New York State Teachers Retirement System434,631$3.67M0.01%−28,141−6.1%Reduced
Russell Investments Group, Ltd.448,906$3.79M0.00%+101,995+29.4%Added
Engineers Gate Manager LP449,904$3.80M0.05%+153,959+52.0%Added
Lee Danner & Bass Inc452,000$3.82M0.24%+180,000+66.2%Added
Truist Financial Corp460,068$3.89M0.01%−67,695−12.8%Reduced
JB Capital LLC462,593$3.91M0.16%+237,584+105.6%Added
BW Gestao de Investimentos Ltda.466,770$3.94M0.18%−115,854−19.9%Reduced
State Board of Administration of Florida Retirement System467,007$3.95M0.01%00.0%Unchanged
Dayah Capital LLC480,000$4.06M2.37%+480,000New
Vanguard Asset Management, Ltd494,516$4.18M0.00%+494,516New
Quantbot Technologies LP496,037$4.19M0.17%−280,358−36.1%Reduced
Mercer Global Advisors Inc511,259$4.32M0.01%−232,092−31.2%Reduced
Voya Investment Management LLC514,053$4.34M0.00%−52,570−9.3%Reduced
Edgestream Partners, L.P.557,261$4.71M0.15%+236,031+73.5%Added
Jane Street Group, LLC565,292$4.78M0.01%−8,506,750−93.8%Reduced
Price T Rowe Associates Inc576,361$4.87M0.00%+59,051+11.4%Added
Gallagher Fiduciary Advisors, LLC607,279$5.13M0.20%−57,487−8.6%Reduced
Raymond James Financial Inc618,773$5.23M0.00%+117,057+23.3%Added
Colony Group, LLC646,288$5.46M0.01%−70,689−9.9%Reduced
Axq Capital, LP659,816$5.58M0.72%+561,819+573.3%Added
Fisher Asset Management, LLC659,968$5.58M0.00%−11,804−1.8%Reduced
California State Teachers Retirement System662,180$5.60M0.01%+123,660+23.0%Added
ExodusPoint Capital Management, LP664,054$5.61M0.06%+205,022+44.7%Added
Retirement Systems of Alabama699,266$5.91M0.02%+15,525+2.3%Added
SG Americas Securities, LLC728,040$6.15M0.01%+54,988+8.2%Added
First National Bank of Omaha765,165$6.27M0.19%+765,165New
Nuveen, LLC753,295$6.37M0.00%+27,589+3.8%Added
Marshall Wace, LLP855,037$7.23M0.01%+93,360+12.3%Added
Legal & General Group Plc888,533$7.51M0.00%−64,217−6.7%Reduced
SFE Investment Counsel895,489$7.57M1.21%−11,841−1.3%Reduced