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Cosan S.A.

CSAN
Exchange
NYSE
Industry
Retail-Auto Dealers & Gasoline Stations
SEC CIK
0001430162

No open-market purchases or sales by Cosan S.A. insiders were filed in the last 90 days; 63 institutions reported holding it in 13F filings for Q2 2026, worth $45.9M in total; no superinvestor holds it.

13F holders, Q4 2025

Institutional positions in Cosan S.A. as of Dec 31, 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
77
+9 vs. Q3 2025
Shares held
19.9M
+3.90M (+24.3%) vs. Q3 2025
Total value
$79.7M
+$6.05M (+8.2%) vs. Q3 2025
New holders
27
14 more added
Sold out
18
26 more reduced

Compare with Q3 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting CSAN 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 holdersQ4 2025: 77 institutions
Q1 2021: 69 institutionsQ2 2021: 55 institutionsQ3 2021: 50 institutionsQ4 2021: 55 institutionsQ1 2022: 65 institutionsQ2 2022: 59 institutionsQ3 2022: 59 institutionsQ4 2022: 61 institutionsQ1 2023: 66 institutionsQ2 2023: 65 institutionsQ3 2023: 62 institutionsQ4 2023: 71 institutionsQ1 2024: 72 institutionsQ2 2024: 75 institutionsQ3 2024: 81 institutionsQ4 2024: 86 institutionsQ1 2025: 87 institutionsQ2 2025: 86 institutionsQ3 2025: 68 institutionsQ4 2025: 77 institutionsQ1 2026: 74 institutionsQ2 2026: 63 institutions
Value heldQ4 2025: $79.7M
Q1 2021: $390.0MQ2 2021: $317.3MQ3 2021: $248.8MQ4 2021: $227.1MQ1 2022: $304.7MQ2 2022: $215.4MQ3 2022: $194.1MQ4 2022: $187.2MQ1 2023: $158.4MQ2 2023: $176.9MQ3 2023: $166.1MQ4 2023: $196.7MQ1 2024: $167.2MQ2 2024: $122.0MQ3 2024: $140.9MQ4 2024: $90.1MQ1 2025: $77.9MQ2 2025: $68.1MQ3 2025: $73.6MQ4 2025: $79.7MQ1 2026: $77.2MQ2 2026: $45.9M
Institutions holding CSAN and their total value by quarter
QuarterHoldersValue
Q2 202663$45.9M
Q1 202674$77.2M
Q4 202577$79.7M
Q3 202568$73.6M
Q2 202586$68.1M
Q1 202587$77.9M
Q4 202486$90.1M
Q3 202481$140.9M
Q2 202475$122.0M
Q1 202472$167.2M
Q4 202371$196.7M
Q3 202362$166.1M
Q2 202365$176.9M
Q1 202366$158.4M
Q4 202261$187.2M
Q3 202259$194.1M
Q2 202259$215.4M
Q1 202265$304.7M
Q4 202155$227.1M
Q3 202150$248.8M
Q2 202155$317.3M
Q1 202169$390.0M

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Cosan S.A.; share changes are against Q3 2025.

Institutions holding CSAN in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Renaissance Technologies LLC4,062,982$16.0M0.02%−171,200−4.0%Reduced
UBS Group AG3,492,792$13.8M0.00%+941,548+36.9%Added
Monaco Asset Management SAM3,004,813$11.9M3.52%+2,004,813+200.5%Added
Aquamarine Financial (Cayman) Ltd2,096,904$8.28M0.67%−144,149−6.4%Reduced
Morgan Stanley1,105,472$4.37M0.00%−597,654−35.1%Reduced
Marshall Wace, LLP868,927$3.43M0.00%+843,051+3,258.0%Added
Balyasny Asset Management LLC776,592$3.07M0.01%+761,968+5,210.4%Added
XTX Topco Ltd588,722$2.33M0.06%+547,051+1,312.8%Added
Jane Street Group, LLC429,222$1.70M0.00%+242,861+130.3%Added
Tejara Capital Ltd351,000$1.39M0.58%+351,000New
LMR Partners LLP320,000$1.26M0.01%+320,000New
Massar Capital Management, LP300,172$1.19M0.23%+300,172New
Millennium Management LLC286,966$1.13M0.00%−200,548−41.1%Reduced
Barometer Capital Management Inc.8,850$1.10M0.36%−112,850−92.7%Reduced
Bizma Investimentos Ltda271,941$1.07M0.30%00.0%Unchanged
SG Americas Securities, LLC188,752$746.0K0.00%+188,752New
HRT Financial LP173,751$686.0K0.00%+97,442+127.7%Added
LPL Financial LLC167,996$663.6K0.00%+167,996New
BlackRock, Inc.139,669$551.7K0.00%−76,053−35.3%Reduced
Marex Group plc120,000$474.0K0.01%+120,000New
Vanguard Group Inc110,475$436.4K0.00%00.0%Unchanged
Alpine Global Management, LLC94,885$374.8K0.08%+94,885New
Patriot Financial Group Insurance Agency, LLC82,075$324.2K0.04%+82,075New
Optiver Holding B.V.78,218$309.0K0.01%−49,879−38.9%Reduced
Engineers Gate Manager LP71,451$282.2K0.00%+32,440+83.2%Added
Pekin Hardy Strauss, Inc.65,000$256.8K0.02%+65,000New
PharVision Advisers, LLC58,136$229.6K0.12%+23,985+70.2%Added
Virtu Financial LLC56,814$224.0K0.01%+56,814New
Bluefin Capital Management, LLC50,000$197.5K0.06%+50,000New
Two Sigma Securities, LLC47,109$186.1K0.03%+47,109New
Dimensional Fund Advisors LP40,000$158.0K0.00%−6,100−13.2%Reduced
Schonfeld Strategic Advisors LLC33,537$132.5K0.00%+33,537New
Concurrent Investment Advisors, LLC33,340$131.7K0.00%+33,340New
Goldman Sachs Group Inc22,270$88.0K0.00%−35,674−61.6%Reduced
Mariner, LLC22,049$87.1K0.00%−11,446−34.2%Reduced
London & Capital Asset Management Ltd20,000$79.1K0.00%+20,000New
EFG International AG20,000$79.0K0.00%+20,000New
Northern Trust Corp17,632$69.6K0.00%+2,940+20.0%Added
National Bank of Canada17,500$69.1K0.00%+17,500New
Ameriprise Financial Inc15,875$62.7K0.00%+15,875New
Mirae Asset Global Investments Co., Ltd.14,753$58.3K0.00%+4,255+40.5%Added
Creative Planning14,401$56.9K0.00%−9,203−39.0%Reduced
Boothbay Fund Management, LLC13,855$54.7K0.00%+13,855New
Clear Harbor Asset Management, LLC13,500$53.3K0.00%+13,500New
Tuttle Tactical Management12,786$50.5K0.11%+12,786New
JustInvest LLC12,267$48.5K0.00%−3,010−19.7%Reduced
Tower Research Capital LLC (TRC)11,501$45.4K0.00%+11,501New
Squarepoint Ops LLC11,267$44.5K0.00%−15,001−57.1%Reduced
Citigroup Inc11,199$44.2K0.00%−724−6.1%Reduced
VPR Management LLC10,920$43.1K0.02%00.0%Unchanged
Bank of America Corp10,293$40.7K0.00%−3,342−24.5%Reduced
NLB Skladi, upravljanje premozenja, d.o.o.10,000$39.5K0.00%+10,000New
BNP Paribas Arbitrage, SA9,817$38.8K0.00%−106,531−91.6%Reduced
Signaturefd, LLC8,954$35.4K0.00%−14,139−61.2%Reduced
Quadrant Capital Group LLC7,119$28.1K0.00%+1,531+27.4%Added
Rhumbline Advisers4,990$19.7K0.00%+318+6.8%Added
FMR LLC3,806$15.0K0.00%−4,955−56.6%Reduced
Allworth Financial LP2,147$8.48K0.00%−626−22.6%Reduced
EverSource Wealth Advisors, LLC1,681$6.64K0.00%−32−1.9%Reduced
Advisor Group Holdings, Inc.1,679$6.63K0.00%−13,496−88.9%Reduced
Smartleaf Asset Management LLC1,552$6.22K0.00%+1,552New
GAMMA Investing LLC1,524$6.02K0.00%+1,244+444.3%Added
Northwestern Mutual Wealth Management Co686$2.71K0.00%00.0%Unchanged
Group One Trading, L.P.609$2.41K0.00%00.0%Unchanged
Farther Finance Advisors, LLC601$2.37K0.00%+601New
Parallel Advisors, LLC506$2.00K0.00%−1,097−68.4%Reduced
Wells Fargo & Company403$1.59K0.00%−3,386−89.4%Reduced
Royal Bank of Canada368$1.00K0.00%−178,104−99.8%Reduced
CWM, LLC308$1.00K0.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd213$8410.00%+213New
JFS Wealth Advisors, LLC200$7900.00%00.0%Unchanged
JPMorgan Chase & Co188$7430.00%−5,319−96.6%Reduced
Geneos Wealth Management Inc.129$5100.00%00.0%Unchanged
Cornerstone Financial Management LLC118$4660.00%+118New
UMA Financial Services, Inc.115$4550.00%00.0%Unchanged
Ronald Blue Trust, Inc.105$4150.00%00.0%Unchanged
Larson Financial Group LLC66$2610.00%−1,222−94.9%Reduced
Itau Unibanco Holding S.A.0$00.00%−658,046−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−456,969−100.0%Sold out
Kapitalo Investimentos Ltda0$00.00%−418,432−100.0%Sold out
Sanctuary Advisors, LLC0$00.00%−109,040−100.0%Sold out
Insigneo Advisory Services, LLC0$00.00%−95,000−100.0%Sold out
Virtus Investment Advisers, Inc.0$00.00%−37,131−100.0%Sold out
Russell Investments Group, Ltd.0$00.00%−27,416−100.0%Sold out
Vise Technologies, Inc.0$00.00%−23,346−100.0%Sold out
DGS Capital Management, LLC0$00.00%−22,083−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−18,478−100.0%Sold out
Vident Advisory, LLC0$00.00%−12,340−100.0%Sold out
Ballentine Partners, LLC0$00.00%−11,540−100.0%Sold out
Perritt Capital Management Inc0$00.00%−970−100.0%Sold out
Wealthspire Advisors, LLC0$00.00%−474−100.0%Sold out
Groupe la Francaise0$00.00%−388−100.0%Sold out
Prestige Wealth Management Group LLC0$00.00%−156−100.0%Sold out
Jones Financial Companies LLLP0$00.00%−100−100.0%Sold out
The PNC Financial Services Group, Inc.0$00.00%−63−100.0%Sold out