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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
Gotham Asset Management, LLC956,897$8.09M0.02%−167,289−14.9%Reduced
California Public Employees Retirement System976,151$8.25M0.01%+185,964+23.5%Added
Franklin Resources Inc998,877$8.44M0.00%+988,512+9,537.0%Added
FMR LLC1,055,660$8.92M0.00%−770,329−42.2%Reduced
Covalis Capital LLP1,080,308$9.13M0.56%+1,080,308New
Occudo Quantitative Strategies LP929,858$9.48M0.52%+846,918+1,021.1%Added
Swiss National Bank1,127,461$9.53M0.01%+4,200+0.4%Added
Wells Fargo & Company1,153,716$9.75M0.00%−414,320−26.4%Reduced
Walleye Capital LLC1,165,097$9.85M0.06%−1,203,448−50.8%Reduced
Schonfeld Strategic Advisors LLC1,176,651$9.94M0.08%+951,411+422.4%Added
UBS Asset Management Americas Inc1,185,126$10.0M0.00%−28,910−2.4%Reduced
Masters Capital Management LLC1,200,000$10.1M1.50%+200,000+20.0%Added
Barclays PLC1,265,507$10.7M0.00%−1,118,697−46.9%Reduced
Principal Financial Group Inc1,273,819$10.8M0.01%+48,535+4.0%Added
Alliancebernstein L.P.813,912$10.8M0.00%+118,135+17.0%Added
Deutsche Bank AG1,386,407$11.7M0.00%+1,159,920+512.1%Added
Discovery Capital Management, LLC1,447,600$12.2M0.64%−530,100−26.8%Reduced
LPL Financial LLC1,464,217$12.4M0.00%+143,887+10.9%Added
Rhumbline Advisers1,467,442$12.4M0.01%+6,273+0.4%Added
Aquatic Capital Management LLC1,534,652$13.0M0.37%+460,247+42.8%Added
Trexquant Investment LP1,550,347$13.1M0.09%+1,022,884+193.9%Added
Ameriprise Financial Inc1,641,065$13.4M0.00%−119,596−6.8%Reduced
Algert Global LLC1,839,060$15.5M0.23%+997,644+118.6%Added
Royal Bank of Canada1,912,061$16.2M0.00%+18,565+1.0%Added
Easterly Investment Partners LLC1,961,390$16.5M1.26%+376,334+23.7%Added
Assenagon Asset Management S.A.1,953,835$16.5M0.03%+1,953,835New
Jump Financial, LLC1,979,495$16.7M0.25%+1,407,672+246.2%Added
HRT Financial LP2,094,098$17.7M0.04%+495,697+31.0%Added
Hodges Capital Management Inc.2,137,166$18.1M1.49%−163,087−7.1%Reduced
Point72 Asset Management, L.P.2,256,535$19.1M0.03%−717,393−24.1%Reduced
Allianz Asset Management GmbH2,257,750$19.1M0.02%−1,739,920−43.5%Reduced
Duquesne Family Office LLCSuperinvestorDuquesne Family Office2,313,455$19.5M0.67%+567,800+32.5%Added
Douglas Lane & Associates, LLC2,378,691$20.1M0.29%−23,084−1.0%Reduced
JPMorgan Chase & Co2,641,378$21.4M0.00%−1,540,544−36.8%Reduced
Balyasny Asset Management LLC2,733,399$23.1M0.05%−6,643,924−70.9%Reduced
Invesco Ltd.2,772,002$23.4M0.00%+197,321+7.7%Added
Bank of America Corp2,801,254$23.7M0.00%−1,422,545−33.7%Reduced
BNP Paribas Arbitrage, SA2,806,641$23.7M0.02%−3,503,246−55.5%Reduced
Citadel Advisors LLC2,868,827$24.2M0.02%+437,641+18.0%Added
Goldman Sachs Group Inc3,208,349$27.1M0.00%+1,318,966+69.8%Added
Qube Research & Technologies Ltd3,258,029$27.5M0.04%+3,258,029New
Bank of New York Mellon Corp3,350,049$28.3M0.01%+94,268+2.9%Added
Drexel Morgan & Co.3,397,625$28.7M4.21%+443,056+15.0%Added
Vanguard Fiduciary Trust Co3,534,727$29.9M0.01%+3,534,727New
Tudor Investment Corp Et Al3,657,653$30.9M0.17%−523,758−12.5%Reduced
Susquehanna International Group, LLP3,838,054$32.4M0.04%+1,976,771+106.2%Added
Squarepoint Ops LLC3,970,148$33.5M0.07%+3,900,495+5,599.9%Added
Voloridge Investment Management, LLC3,971,448$33.6M0.13%+2,927,717+280.5%Added
Mirae Asset Global ETFs Holdings Ltd.4,184,701$35.4M0.05%+819,388+24.3%Added
Man Group plc4,359,001$36.8M0.08%+1,638,808+60.2%Added
Neuberger Berman Group LLC4,494,682$37.9M0.03%−87,260−1.9%Reduced
Northern Trust Corp4,571,385$38.6M0.01%+114,841+2.6%Added
Kinetic Partners Management, LP5,243,200$44.3M2.48%+5,243,200New
UBS Group AG5,898,751$49.8M0.01%+345,753+6.2%Added
Millennium Management LLC6,492,645$54.9M0.04%−944,201−12.7%Reduced
Turiya Advisors Asia Ltd7,655,711$64.7M13.04%+405,711+5.6%Added
Charles Schwab Investment Management Inc8,030,324$67.9M0.01%+366,798+4.8%Added
Citigroup Inc8,649,774$73.1M0.05%+883,260+11.4%Added
Morgan Stanley8,890,246$75.1M0.00%+1,027,577+13.1%Added
Geode Capital Management, LLC10,465,242$88.5M0.01%+425,391+4.2%Added
D. E. Shaw & Co., Inc.12,725,905$107.5M0.08%+2,120,982+20.0%Added
Two Sigma Investments, LP13,921,996$117.6M0.10%+9,128,822+190.5%Added
Fairfax Financial Holdings LtdSuperinvestorFairfax Financial14,899,273$125.7M6.47%00.0%Unchanged
Dimensional Fund Advisors LP15,489,207$130.9M0.03%+925,031+6.4%Added
Slate Path Capital LP19,243,981$162.6M2.41%−3,172,300−14.2%Reduced
Maple Rock Capital Partners Inc.20,745,557$175.3M5.70%+8,387,327+67.9%Added
Vanguard Portfolio Management LLC25,179,354$212.8M0.01%+25,179,354New
Vanguard Capital Management LLC25,594,354$216.3M0.01%+25,594,354New
State Street Corp39,311,243$332.2M0.01%+10,033,087+34.3%Added
BlackRock, Inc.58,617,526$495.3M0.01%+5,357,330+10.1%Added
Castle Hook Partners LP0$00.00%−18,083,029−100.0%Sold out
Merewether Investment Management, LP0$00.00%−3,096,600−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−2,908,928−100.0%Sold out
Bank of Nova Scotia0$00.00%−1,074,798−100.0%Sold out
Laurion Capital Management LP0$00.00%−947,573−100.0%Sold out
Public Sector Pension Investment Board0$00.00%−769,000−100.0%Sold out
Renaissance Technologies LLC0$00.00%−653,359−100.0%Sold out
Wellington Management Group LLP0$00.00%−616,720−100.0%Sold out
Monaco Asset Management SAM0$00.00%−575,000−100.0%Sold out
Soviero Asset Management, LP0$00.00%−480,000−100.0%Sold out
Neo Ivy Capital Management0$00.00%−463,819−100.0%Sold out
Lighthouse Investment Partners, LLC0$00.00%−395,000−100.0%Sold out
Landscape Capital Management, L.L.C.0$00.00%−383,334−100.0%Sold out
CenterBook Partners LP0$00.00%−257,571−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−216,934−100.0%Sold out
AMG National Trust Bank0$00.00%−200,372−100.0%Sold out
Janney Montgomery Scott LLC0$00.00%−154,635−100.0%Sold out
Turas Capital Management LP0$00.00%−152,800−100.0%Sold out
Natixis0$00.00%−114,821−100.0%Sold out
DRW Securities, LLC0$00.00%−101,357−100.0%Sold out
Twin Tree Management, LP0$00.00%−83,329−100.0%Sold out
Monetta Financial Services Inc0$00.00%−80,000−100.0%Sold out
Friedenthal Financial0$00.00%−76,752−100.0%Sold out
Kovitz Investment Group Partners, LLC0$00.00%−70,000−100.0%Sold out
Beech Hill Advisors, Inc.0$00.00%−68,500−100.0%Sold out
Aristeia Capital LLC0$00.00%−64,921−100.0%Sold out
Tweedy, Browne Co LLC0$00.00%−60,627−100.0%Sold out
Exchange Traded Concepts, LLC0$00.00%−60,627−100.0%Sold out
Limestone Investment Advisors LP0$00.00%–Sold out
PEAK6 LLC0$00.00%−48,652−100.0%Sold out