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, Q3 2023
Institutional positions in CNFinance Holdings Ltd. as of Sep 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
- 0 vs. Q2 2023
- Shares held
- 6.99M
- −993.3K (−12.4%) vs. Q2 2023
- Total value
- $26.4M
- +$3.09M (+13.3%) vs. Q2 2023
- New holders
- 4
- 1 more added
- Sold out
- 4
- 3 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding CNFinance Holdings Ltd.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 1 | $4 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 70 | $265 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 70 | $265 | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 146 | $552 | 0.00% | +146 | New |
| Morton Brown Family Wealth, LLC | 250 | $945 | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 600 | $2.27K | 0.00% | +600 | New |
| UBS Group AG | 993 | $3.75K | 0.00% | +40+4.2% | Added |
| Tillman Hartley LLC | 10,298 | $38.9K | 0.02% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 10,321 | $39.0K | 0.00% | +10,321 | New |
| Bank of New York Mellon Corp | 11,044 | $41.7K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 18,452 | $69.7K | 0.00% | +18,452 | New |
| Creative Planning | 19,320 | $73.0K | 0.00% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 20,086 | $75.0K | 0.02% | 00.0% | Unchanged |
| Morgan Stanley | 27,083 | $102.4K | 0.00% | −200−0.7% | Reduced |
| Truist Financial Corp | 30,349 | $114.7K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 31,523 | $119.2K | 0.00% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 57,000 | $215.5K | 0.10% | 00.0% | Unchanged |
| JBF Capital, Inc. | 60,255 | $227.8K | 0.05% | 00.0% | Unchanged |
| Savant Capital, LLC | 66,140 | $250.0K | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 190,614 | $720.0K | 0.00% | 00.0% | Unchanged |
| Gagnon Advisors, LLC | 784,717 | $2.97M | 2.48% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 979,098 | $3.70M | 0.13% | −979,098−50.0% | Reduced |
| Gagnon Securities LLC | 1,616,866 | $6.11M | 1.53% | −12,602−0.8% | Reduced |
| Paloma Partners Management Co | 3,053,377 | $11.5M | 2.39% | 00.0% | Unchanged |
| State Street Corp | 0 | $0 | 0.00% | −22,300−100.0% | Sold out |
| BlackRock Inc. | 0 | $0 | 0.00% | −8,379−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −60−100.0% | Sold out |