Core & Main, Inc.
CNM- Exchange
- NYSE
- Industry
- Wholesale-Durable Goods, NEC
- SEC CIK
- 0001856525
In the last 90 days, Core & Main, Inc. insiders filed 1 open-market purchase and 0 sales; 454 institutions reported holding it in 13F filings for Q2 2026, worth $9.66B in total; Soros Fund Management is the only superinvestor holding it.
13F holders, Q2 2025
Institutional positions in Core & Main, Inc. as of Jun 30, 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
- 447
- +33 vs. Q1 2025
- Shares held
- 206.7M
- −248.9K (−0.1%) vs. Q1 2025
- Total value
- $12.5B
- +$2.46B (+24.6%) vs. Q1 2025
- New holders
- 77
- 140 more added
- Sold out
- 44
- 171 more reduced
6 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CNM 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 | 454 | $9.66B |
| Q1 2026 | 476 | $9.62B |
| Q4 2025 | 439 | $10.4B |
| Q3 2025 | 429 | $11.3B |
| Q2 2025 | 447 | $12.5B |
| Q1 2025 | 420 | $10.0B |
| Q4 2024 | 416 | $10.2B |
| Q3 2024 | 389 | $8.89B |
| Q2 2024 | 419 | $9.75B |
| Q1 2024 | 429 | $11.4B |
| Q4 2023 | 362 | $8.48B |
| Q3 2023 | 263 | $6.42B |
| Q2 2023 | 222 | $7.03B |
| Q1 2023 | 179 | $5.66B |
| Q4 2022 | 166 | $4.71B |
| Q3 2022 | 169 | $5.40B |
| Q2 2022 | 136 | $5.30B |
| Q1 2022 | 137 | $5.74B |
| Q4 2021 | 117 | $7.06B |
| Q3 2021 | 86 | $6.08B |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Core & Main, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Thrivent Financial for Lutherans | 208,499 | $12.6M | 0.03% | +62,096+42.4% | Added |
| Governors Lane LP | 207,329 | $12.5M | 1.71% | +52,429+33.8% | Added |
| HSBC Holdings PLC | 206,877 | $12.5M | 0.01% | +24,340+13.3% | Added |
| Riposte Capital LLC | 200,000 | $12.1M | 6.02% | +200,000 | New |
| Boston Trust Walden Corp | 194,281 | $11.7M | 0.08% | −8,289−4.1% | Reduced |
| Envestnet Asset Management Inc | 187,788 | $11.3M | 0.00% | +27,892+17.4% | Added |
| Algert Global LLC | 183,759 | $11.1M | 0.23% | +36,891+25.1% | Added |
| Kennedy Capital Management, Inc. | 183,304 | $11.1M | 0.26% | −8,660−4.5% | Reduced |
| Wedge Capital Management L L P | 183,290 | $11.1M | 0.20% | −18,591−9.2% | Reduced |
| California State Teachers Retirement System | 178,022 | $10.7M | 0.01% | −147−0.1% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 172,137 | $10.4M | 0.74% | +172,137 | New |
| OP Asset Management Ltd | 169,881 | $10.3M | 0.15% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 167,010 | $10.1M | 0.03% | +1,453+0.9% | Added |
| Montrusco Bolton Investments Inc. | 163,195 | $9.85M | 0.11% | +163,195 | New |
| Neuberger Berman Group LLC | 158,108 | $9.54M | 0.01% | +21,089+15.4% | Added |
| Nordea Investment Management AB | 154,797 | $9.28M | 0.01% | +516+0.3% | Added |
| Brandywine Global Investment Management, LLC | 150,759 | $9.10M | 0.06% | −846−0.6% | Reduced |
| SEI Investments Co | 149,543 | $9.02M | 0.01% | +56,977+61.6% | Added |
| Wellington Management Group LLP | 146,524 | $8.84M | 0.00% | −43,135−22.7% | Reduced |
| Manufacturers Life Insurance Company, The | 145,877 | $8.80M | 0.01% | −9,141−5.9% | Reduced |
| Stenahm Asset Managment Ltd | 133,000 | $8.03M | 3.50% | +133,000 | New |
| GCM Grosvenor Holdings, LLC | 132,908 | $8.02M | 1.15% | −12,521−8.6% | Reduced |
| Wells Fargo & Company | 132,275 | $7.98M | 0.00% | +4,732+3.7% | Added |
| AXA S.A. | 127,368 | $7.69M | 0.02% | +303+0.2% | Added |
| Madison Asset Management, LLC | 125,538 | $7.58M | 0.08% | −14,110−10.1% | Reduced |
| State Board of Administration of Florida Retirement System | 121,386 | $7.33M | 0.01% | +850+0.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 116,529 | $7.03M | 0.17% | +116,529 | New |
| MetLife Investment Management | 107,013 | $6.46M | 0.04% | −4,023−3.6% | Reduced |
| LMCG Investments, LLC | 103,350 | $6.24M | 0.39% | −4,326−4.0% | Reduced |
| New York State Common Retirement Fund | 100,767 | $6.08M | 0.01% | −2,844−2.7% | Reduced |
| Mutual of America Capital Management LLC | 94,192 | $5.68M | 0.06% | −3,697−3.8% | Reduced |
| Chilton Investment Co LLC | 90,829 | $5.48M | 0.12% | −161−0.2% | Reduced |
| State of Wisconsin Investment Board | 90,079 | $5.44M | 0.01% | −12,586−12.3% | Reduced |
| Sagefield Capital LP | 89,786 | $5.42M | 0.76% | −6,329−6.6% | Reduced |
| Barclays PLC | 89,324 | $5.39M | 0.00% | −199,935−69.1% | Reduced |
| Amalgamated Bank | 89,147 | $5.38M | 0.04% | −2,728−3.0% | Reduced |
| Treasurer of the State of North Carolina | 88,675 | $5.35M | 0.02% | +1,784+2.1% | Added |
| Qube Research & Technologies Ltd | 88,558 | $5.34M | 0.01% | +88,558 | New |
| New York State Teachers Retirement System | 86,679 | $5.23M | 0.01% | 00.0% | Unchanged |
| Bell Asset Management Ltd | 85,918 | $5.19M | 1.14% | −41,489−32.6% | Reduced |
| Two Sigma Advisers, LP | 84,500 | $5.10M | 0.01% | −3,500−4.0% | Reduced |
| Isthmus Partners, LLC | 82,158 | $4.96M | 0.58% | −434−0.5% | Reduced |
| State of Tennessee, Treasury Department | 79,038 | $4.77M | 0.02% | 00.0% | Unchanged |
| Victory Capital Management Inc | 76,598 | $4.62M | 0.00% | −45,306−37.2% | Reduced |
| Southeast Asset Advisors Inc. | 75,734 | $4.57M | 0.54% | +1,872+2.5% | Added |
| Jane Street Group, LLC | 74,901 | $4.52M | 0.01% | −12,477−14.3% | Reduced |
| Gilder Gagnon Howe & Co LLC | 73,688 | $4.45M | 0.05% | −436−0.6% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 72,609 | $4.38M | 0.04% | +3,324+4.8% | Added |
| Concentric Capital Strategies, LP | 71,565 | $4.32M | 0.24% | +4,605+6.9% | Added |
| Gotham Asset Management, LLC | 71,165 | $4.29M | 0.03% | +52,799+287.5% | Added |
| Douglass Winthrop Advisors, LLC | 67,593 | $4.08M | 0.07% | −2,124−3.0% | Reduced |
| Comerica Bank | 66,897 | $4.04M | 0.02% | −179−0.3% | Reduced |
| Yousif Capital Management, LLC | 65,596 | $3.96M | 0.04% | −1,545−2.3% | Reduced |
| Asset Management One Co.,Ltd. | 65,284 | $3.94M | 0.01% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 64,259 | $3.88M | 0.02% | 00.0% | Unchanged |
| Deutsche Bank AG | 64,134 | $3.87M | 0.00% | −45,733−41.6% | Reduced |
| Captrust Financial Advisors | 63,227 | $3.82M | 0.01% | +2,509+4.1% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 63,126 | $3.81M | 0.01% | −12,732−16.8% | Reduced |
| Granite Investment Partners, LLC | 62,473 | $3.77M | 0.18% | −10,272−14.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 61,500 | $3.71M | 0.17% | +10,800+21.3% | Added |
| Monument Capital Management | 60,846 | $3.67M | 0.96% | +2,900+5.0% | Added |
| Squarepoint Ops LLC | 59,647 | $3.60M | 0.01% | +59,647 | New |
| Macquarie Group Ltd | 58,032 | $3.50M | 0.00% | −2,077−3.5% | Reduced |
| Teacher Retirement System of Texas | 57,709 | $3.48M | 0.01% | +3,131+5.7% | Added |
| Illinois Municipal Retirement Fund | 56,129 | $3.39M | 0.05% | +7,880+16.3% | Added |
| Arizona State Retirement System | 55,467 | $3.35M | 0.02% | +912+1.7% | Added |
| Teachers Retirement System of the State of Kentucky | 53,900 | $3.25M | 0.03% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 53,300 | $3.22M | 0.06% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 51,064 | $3.08M | 0.00% | −4,874−8.7% | Reduced |
| Ensign Peak Advisors, Inc | 50,281 | $3.03M | 0.01% | −6,600−11.6% | Reduced |
| UniSuper Management Pty Ltd | 50,119 | $3.02M | 0.02% | +18,611+59.1% | Added |
| Federation des caisses Desjardins du Quebec | 49,802 | $3.01M | 0.01% | +7,383+17.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 48,664 | $2.94M | 0.02% | +3,201+7.0% | Added |
| E. Ohman J:or Asset Management AB | 46,956 | $2.83M | 0.07% | −4,587−8.9% | Reduced |
| Brevan Howard Capital Management LP | 46,174 | $2.79M | 0.03% | +8,529+22.7% | Added |
| State of Michigan Retirement System | 45,500 | $2.75M | 0.01% | 00.0% | Unchanged |
| Expect Equity LLC | 45,400 | $2.74M | 2.93% | −8,100−15.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 45,209 | $2.73M | 0.00% | +1,500+3.4% | Added |
| Storebrand Asset Management AS | 44,651 | $2.69M | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 43,304 | $2.61M | 0.11% | +43,304 | New |
| Johnson Investment Counsel Inc | 42,826 | $2.58M | 0.02% | +8,286+24.0% | Added |
| Lord, Abbett & Co. LLC | 42,621 | $2.57M | 0.01% | −539,731−92.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 42,289 | $2.55M | 0.04% | +10.0% | Added |
| Covea Finance | 42,200 | $2.55M | 0.09% | +42,200 | New |
| Blackhawk Capital Partners LLC. | 41,961 | $2.53M | 1.17% | −6,735−13.8% | Reduced |
| Sig Brokerage, LP | 41,848 | $2.53M | 0.69% | +41,848 | New |
| HRT Financial LP | 41,736 | $2.52M | 0.01% | +41,736 | New |
| Foster & Motley Inc | 40,958 | $2.47M | 0.14% | −281−0.7% | Reduced |
| New Mexico Educational Retirement Board | 39,600 | $2.39M | 0.08% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 39,200 | $2.37M | 0.01% | −400−1.0% | Reduced |
| Oregon Public Employees Retirement Fund | 38,757 | $2.34M | 0.04% | +200+0.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 38,551 | $2.33M | 0.00% | +2,975+8.4% | Added |
| Skye Global Management LP | 38,000 | $2.29M | 0.05% | +38,000 | New |
| Danske Bank A/S | 37,032 | $2.23M | 0.01% | −10,736−22.5% | Reduced |
| Renaissance Technologies LLC | 36,900 | $2.23M | 0.00% | −281,700−88.4% | Reduced |
| Ameritas Investment Partners, Inc. | 36,775 | $2.22M | 0.07% | −646−1.7% | Reduced |
| Mirova | 36,026 | $2.17M | 0.31% | +3,841+11.9% | Added |
| Citigroup Inc | 35,754 | $2.16M | 0.00% | −9,671−21.3% | Reduced |
| Vontobel Holding Ltd. | 35,499 | $2.14M | 0.01% | −17,265−32.7% | Reduced |
| Polen Capital Management LLC | 34,013 | $2.05M | 0.01% | −90,940−72.8% | Reduced |