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Cornerstone Total Return Fund Inc

CRF
Exchange
NYSE
SEC CIK
0000033934

In the last 90 days, Cornerstone Total Return Fund Inc insiders filed 1 open-market purchase and 0 sales; 89 institutions reported holding it in 13F filings for Q2 2026, worth $190.0M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Cornerstone Total Return Fund Inc as of Mar 31, 2021. 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
34
No complete 13F data for Q4 2020
Shares held
1.65M
No complete 13F data for Q4 2020
Total value
$21.8M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting CRF 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 2021: 34 institutions
Q1 2021: 34 institutionsQ2 2021: 40 institutionsQ3 2021: 40 institutionsQ4 2021: 39 institutionsQ1 2022: 45 institutionsQ2 2022: 57 institutionsQ3 2022: 52 institutionsQ4 2022: 63 institutionsQ1 2023: 56 institutionsQ2 2023: 55 institutionsQ3 2023: 44 institutionsQ4 2023: 62 institutionsQ1 2024: 52 institutionsQ2 2024: 54 institutionsQ3 2024: 53 institutionsQ4 2024: 63 institutionsQ1 2025: 70 institutionsQ2 2025: 83 institutionsQ3 2025: 84 institutionsQ4 2025: 90 institutionsQ1 2026: 95 institutionsQ2 2026: 89 institutions
Value heldQ1 2021: $21.8M
Q1 2021: $21.8MQ2 2021: $86.7MQ3 2021: $55.0MQ4 2021: $32.7MQ1 2022: $35.5MQ2 2022: $146.1MQ3 2022: $134.4MQ4 2022: $128.4MQ1 2023: $99.3MQ2 2023: $98.5MQ3 2023: $73.7MQ4 2023: $75.7MQ1 2024: $78.1MQ2 2024: $80.1MQ3 2024: $78.7MQ4 2024: $94.5MQ1 2025: $86.8MQ2 2025: $251.7MQ3 2025: $243.1MQ4 2025: $200.8MQ1 2026: $183.6MQ2 2026: $190.0M
Institutions holding CRF and their total value by quarter
QuarterHoldersValue
Q2 202689$190.0M
Q1 202695$183.6M
Q4 202590$200.8M
Q3 202584$243.1M
Q2 202583$251.7M
Q1 202570$86.8M
Q4 202463$94.5M
Q3 202453$78.7M
Q2 202454$80.1M
Q1 202452$78.1M
Q4 202362$75.7M
Q3 202344$73.7M
Q2 202355$98.5M
Q1 202356$99.3M
Q4 202263$128.4M
Q3 202252$134.4M
Q2 202257$146.1M
Q1 202245$35.5M
Q4 202139$32.7M
Q3 202140$55.0M
Q2 202140$86.7M
Q1 202134$21.8M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Cornerstone Total Return Fund Inc.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding CRF in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Advisor Group Holdings, Inc.430,789$5.70M0.01%––
Royal Bank of Canada293,487$3.89M0.00%––
Ford Financial Group, LLC254,342$3.37M1.45%––
Credit Suisse AG141,000$1.87M0.00%––
Thomas J. Herzfeld Advisors, Inc.96,501$1.28M0.58%––
Raymond James & Associates79,081$1.05M0.00%––
Baird Financial Group, Inc.58,539$775.0K0.00%––
Kovack Advisors, Inc.29,044$385.0K0.05%––
StoneX Group Inc.28,828$382.0K0.07%––
Creative Financial Designs Inc28,558$378.0K0.07%––
Citadel Advisors LLC23,766$315.0K0.00%––
LPL Financial LLC19,334$256.0K0.00%––
Morgan Stanley18,873$250.0K0.00%––
Cambridge Investment Research Advisors, Inc.17,251$228.0K0.00%––
Private Advisor Group, LLC15,165$201.0K0.00%––
Rockefeller Capital Management L.P.13,642$180.0K0.00%––
Commonwealth Equity Services, LLC12,638$167.0K0.00%––
Ironwood Investment Counsel, LLC12,445$164.0K0.05%––
Geneos Wealth Management Inc.14,311$161.0K0.00%––
Outlook Wealth Advisors, LLC11,611$154.0K0.05%––
DCM Advisors, LLC10,500$139.0K0.08%––
Sheaff Brock Investment Advisors, LLC10,042$133.0K0.01%––
Belpointe Asset Management LLC8,080$107.0K0.01%––
UBS Group AG6,300$84.0K0.00%––
Joseph P. Lucia & Associates, LLC4,750$63.0K0.03%––
American Portfolios Advisors2,000$26.5K0.00%––
Citigroup Inc1,775$24.0K0.00%––
Harbour Investments, Inc.1,140$15.0K0.00%––
Bank of America Corp788$10.0K0.00%––
Savior LLC730$10.0K0.01%––
Wells Fargo & Company400$5.00K0.00%––
The PNC Financial Services Group, Inc.184$2.00K0.00%––
Barclays PLC75$1.00K0.00%––
FMR LLC1$00.00%––