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Charles & Colvard Ltd

CTHRDelisted
Industry
Jewelry, Silverware & Plated Ware
SEC CIK
0001015155

Charles & Colvard Ltd was delisted in 2025; its insiders filed their last Form 4 on Aug 25, 2025; 13 institutions reported holding it in 13F filings for Q1 2025, worth $239.9K in total; no superinvestor held it.

13F holders, Q2 2024

Institutional positions in Charles & Colvard Ltd as of Jun 30, 2024. 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
16
−9 vs. Q1 2024
Shares held
323.7K
−28.6K (−8.1%) vs. Q1 2024Converted for a 1-for-10 split
Total value
$482.8K
−$717.2K (−59.8%) vs. Q1 2024
New holders
3
5 more added
Sold out
12
5 more reduced

Compare with Q1 2024: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting CTHR 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 holdersQ2 2024: 16 institutions
Q1 2021: 39 institutionsQ2 2021: 38 institutionsQ3 2021: 35 institutionsQ4 2021: 34 institutionsQ1 2022: 31 institutionsQ2 2022: 35 institutionsQ3 2022: 32 institutionsQ4 2022: 32 institutionsQ1 2023: 25 institutionsQ2 2023: 27 institutionsQ3 2023: 31 institutionsQ4 2023: 24 institutionsQ1 2024: 25 institutionsQ2 2024: 16 institutionsQ3 2024: 13 institutionsQ4 2024: 14 institutionsQ1 2025: 13 institutionsQ2 2025: 1 institutionQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ2 2024: $482.8K
Q1 2021: $18.0MQ2 2021: $21.6MQ3 2021: $23.4MQ4 2021: $26.9MQ1 2022: $13.4MQ2 2022: $9.93MQ3 2022: $7.20MQ4 2022: $6.02MQ1 2023: $6.07MQ2 2023: $6.00MQ3 2023: $3.44MQ4 2023: $1.60MQ1 2024: $1.20MQ2 2024: $482.8KQ3 2024: $382.5KQ4 2024: $284.1KQ1 2025: $239.9KQ2 2025: $9Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding CTHR and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20251$9
Q1 202513$239.9K
Q4 202414$284.1K
Q3 202413$382.5K
Q2 202416$482.8K
Q1 202425$1.20M
Q4 202324$1.60M
Q3 202331$3.44M
Q2 202327$6.00M
Q1 202325$6.07M
Q4 202232$6.02M
Q3 202232$7.20M
Q2 202235$9.93M
Q1 202231$13.4M
Q4 202134$26.9M
Q3 202135$23.4M
Q2 202138$21.6M
Q1 202139$18.0M

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Charles & Colvard Ltd; share changes are against Q1 2024.

Institutions holding CTHR in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Renaissance Technologies LLC119,069$203.6K0.00%−19,568−14.1%ReducedConverted for a 1-for-10 split
Vanguard Group Inc89,909$153.7K0.00%−19,666−17.9%ReducedConverted for a 1-for-10 split
Acadian Asset Management LLC19,791$33.0K0.00%−6,229−23.9%ReducedConverted for a 1-for-10 split
Geode Capital Management, LLC19,290$33.0K0.00%−3,145−14.0%ReducedConverted for a 1-for-10 split
HRT Financial LP12,683$21.0K0.00%+12,683New
Ronald Blue Trust, Inc.50,540$17.2K0.00%+45,486+900.0%AddedConverted for a 1-for-10 split
BlackRock Inc.5,932$10.1K0.00%00.0%UnchangedConverted for a 1-for-10 split
UBS Group AG3,031$5.18K0.00%+2,640+675.4%AddedConverted for a 1-for-10 split
Tower Research Capital LLC (TRC)1,140$1.95K0.00%+1,140New
Founders Capital Management1,000$1.71K0.00%00.0%UnchangedConverted for a 1-for-10 split
Qube Research & Technologies Ltd823$1.41K0.00%+823New
Morgan Stanley350$5990.00%00.0%UnchangedConverted for a 1-for-10 split
Wells Fargo & Company50$860.00%+30+153.8%AddedConverted for a 1-for-10 split
Bank of America Corp33$560.00%+21+164.0%AddedConverted for a 1-for-10 split
Advisor Group Holdings, Inc.27$460.00%−301−91.8%ReducedConverted for a 1-for-10 split
Royal Bank of Canada17$00.00%+1+4.9%AddedConverted for a 1-for-10 split
Citadel Advisors LLC0$00.00%−11,733−100.0%Sold outConverted for a 1-for-10 split
State Street Corp0$00.00%−9,305−100.0%Sold outConverted for a 1-for-10 split
Two Sigma Advisers, LP0$00.00%−4,920−100.0%Sold outConverted for a 1-for-10 split
Northern Trust Corp0$00.00%−4,826−100.0%Sold outConverted for a 1-for-10 split
Landscape Capital Management, L.L.C.0$00.00%−3,220−100.0%Sold outConverted for a 1-for-10 split
Millennium Management LLC0$00.00%−2,238−100.0%Sold outConverted for a 1-for-10 split
XTX Topco Ltd0$00.00%−1,954−100.0%Sold outConverted for a 1-for-10 split
Two Sigma Investments, LP0$00.00%−1,884−100.0%Sold outConverted for a 1-for-10 split
Cerity Partners LLC0$00.00%−1,380−100.0%Sold outConverted for a 1-for-10 split
Eagle Strategies LLC0$00.00%−1,000−100.0%Sold outConverted for a 1-for-10 split
Northwestern Mutual Wealth Management Co0$00.00%−13−100.0%Sold outConverted for a 1-for-10 split
JPMorgan Chase & Co0$00.00%−6−100.0%Sold outConverted for a 1-for-10 split