CNFinance Holdings Ltd.
CNF- Exchange
- NYSE
- Industry
- Finance Services
- SEC CIK
- 0001733868
No open-market purchases or sales by CNFinance Holdings Ltd. insiders were filed in the last 90 days; 9 institutions reported holding it in 13F filings for Q2 2026, worth $2.07M in total; no superinvestor holds it.
13F holders, Q2 2023
Institutional positions in CNFinance Holdings Ltd. as of Jun 30, 2023. 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
- 24
- +1 vs. Q1 2023
- Shares held
- 7.98M
- +1.01M (+14.4%) vs. Q1 2023
- Total value
- $23.3M
- +$6.09M (+35.4%) vs. Q1 2023
- New holders
- 2
- 3 more added
- Sold out
- 1
- 4 more reduced
Compare with Q1 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CNF 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 | 9 | $2.07M |
| Q1 2026 | 10 | $2.74M |
| Q4 2025 | 13 | $4.26M |
| Q3 2025 | 11 | $2.95M |
| Q2 2025 | 22 | $4.59M |
| Q1 2025 | 20 | $4.98M |
| Q4 2024 | 19 | $5.66M |
| Q3 2024 | 23 | $7.40M |
| Q2 2024 | 22 | $9.39M |
| Q1 2024 | 23 | $12.2M |
| Q4 2023 | 22 | $13.2M |
| Q3 2023 | 24 | $26.4M |
| Q2 2023 | 24 | $23.3M |
| Q1 2023 | 23 | $17.2M |
| Q4 2022 | 27 | $12.3M |
| Q3 2022 | 25 | $19.9M |
| Q2 2022 | 33 | $14.1M |
| Q1 2022 | 15 | $9.31M |
| Q4 2021 | 13 | $10.9M |
| Q3 2021 | 5 | $12.7M |
| Q2 2021 | 6 | $7.75M |
| Q1 2021 | 8 | $8.16M |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding CNFinance Holdings Ltd.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Paloma Partners Management Co | 3,053,377 | $8.92M | 2.06% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 1,958,196 | $5.72M | 0.41% | +979,098+100.0% | Added |
| Gagnon Securities LLC | 1,629,468 | $4.76M | 0.99% | −12,621−0.8% | Reduced |
| Gagnon Advisors, LLC | 784,717 | $2.29M | 1.53% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 190,614 | $557.2K | 0.00% | −188−0.1% | Reduced |
| Savant Capital, LLC | 66,140 | $193.3K | 0.00% | 00.0% | Unchanged |
| JBF Capital, Inc. | 60,255 | $176.1K | 0.04% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 57,000 | $166.6K | 0.07% | 00.0% | Unchanged |
| Rhumbline Advisers | 31,523 | $92.1K | 0.00% | +31,523 | New |
| Truist Financial Corp | 30,349 | $88.7K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 27,283 | $79.7K | 0.00% | −200−0.7% | Reduced |
| State Street Corp | 22,300 | $65.2K | 0.00% | +9,700+77.0% | Added |
| Cyrus J. Lawrence, LLC | 20,086 | $58.0K | 0.02% | 00.0% | Unchanged |
| Creative Planning | 19,320 | $56.5K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 11,044 | $32.3K | 0.00% | 00.0% | Unchanged |
| Tillman Hartley LLC | 10,298 | $30.1K | 0.01% | 00.0% | Unchanged |
| BlackRock Inc. | 8,379 | $24.5K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 953 | $2.79K | 0.00% | −202−17.5% | Reduced |
| Morton Brown Family Wealth, LLC | 250 | $731 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 175 | $511 | 0.00% | +174+17,400.0% | Added |
| Bank of America Corp | 70 | $205 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 70 | $205 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 60 | $185 | 0.00% | +60 | New |
| JPMorgan Chase & Co | 1 | $3 | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −1,431−100.0% | Sold out |