Coterra Energy Inc.
CTRADelisted May 7, 2026- Industry
- Crude Petroleum & Natural Gas
- SEC CIK
- 0000858470
Coterra Energy Inc. was delisted on May 7, 2026; its insiders filed their last Form 4 on May 11, 2026; 960 institutions reported holding it in 13F filings for Q1 2026, worth $25.0B in total; no superinvestor held it.
13F holders, Q1 2023
Institutional positions in Coterra Energy Inc. as of Mar 31, 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
- 783
- −3 vs. Q4 2022
- Shares held
- 704.9M
- −7.39M (−1.0%) vs. Q4 2022
- Total value
- $17.3B
- −$189.9M (−1.1%) vs. Q4 2022
- New holders
- 95
- 335 more added
- Sold out
- 98
- 254 more reduced
16 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CTRA 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 | 6 | $7.41M |
| Q1 2026 | 960 | $25.0B |
| Q4 2025 | 888 | $19.0B |
| Q3 2025 | 877 | $16.7B |
| Q2 2025 | 886 | $18.0B |
| Q1 2025 | 923 | $19.9B |
| Q4 2024 | 903 | $17.2B |
| Q3 2024 | 835 | $15.7B |
| Q2 2024 | 892 | $17.5B |
| Q1 2024 | 874 | $18.3B |
| Q4 2023 | 897 | $16.9B |
| Q3 2023 | 823 | $18.3B |
| Q2 2023 | 805 | $17.3B |
| Q1 2023 | 783 | $17.3B |
| Q4 2022 | 802 | $17.6B |
| Q3 2022 | 795 | $19.6B |
| Q2 2022 | 780 | $19.1B |
| Q1 2022 | 731 | $20.3B |
| Q4 2021 | 650 | $14.4B |
| Q3 2021 | 484 | $9.64B |
| Q2 2021 | 454 | $7.02B |
| Q1 2021 | 484 | $7.16B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Coterra Energy Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wolff Wiese Magana LLC | 10 | $246 | 0.00% | +10 | New |
| Aspire Private Capital, LLC | 20 | $491 | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 22 | $540 | 0.00% | +22 | New |
| Blue Bell Private Wealth Management, LLC | 31 | $760 | 0.00% | +5+19.2% | Added |
| Raffa Wealth Management, LLC | 36 | $883 | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 42 | $1.00K | 0.00% | −2−4.5% | Reduced |
| Founders Capital Management | 46 | $1.00K | 0.00% | +24+109.1% | Added |
| Avion Wealth | 57 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 20 | $1.00K | 0.00% | +20 | New |
| Financial Freedom, LLC | 46 | $1.13K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 49 | $1.20K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 54 | $1.33K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 56 | $1.37K | 0.00% | −944−94.4% | Reduced |
| Gradient Investments LLC | 63 | $1.55K | 0.00% | −7−10.0% | Reduced |
| True Wealth Design, LLC | 71 | $1.74K | 0.00% | +63+787.5% | Added |
| Colonial Trust Co | 75 | $1.80K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 81 | $1.99K | 0.00% | +54+200.0% | Added |
| Smithfield Trust Co | 90 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 99 | $2.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 83 | $2.04K | 0.00% | −64−43.5% | Reduced |
| Abound Wealth Management | 88 | $2.17K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 91 | $2.23K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 91 | $2.23K | 0.00% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 94 | $2.31K | 0.00% | +94 | New |
| Tortoise Investment Management, LLC | 97 | $2.38K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 100 | $2.45K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 105 | $2.58K | 0.00% | −12,268−99.2% | Reduced |
| MCF Advisors LLC | 111 | $2.72K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 116 | $2.85K | 0.00% | +116 | New |
| Key Financial Inc | 120 | $2.94K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 126 | $3.09K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 129 | $3.17K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 145 | $3.56K | 0.00% | +45+45.0% | Added |
| Larson Financial Group LLC | 147 | $3.60K | 0.00% | −100−40.5% | Reduced |
| Credential Qtrade Securities Inc. | 148 | $3.63K | 0.00% | +148 | New |
| Toth Financial Advisory Corp | 150 | $3.68K | 0.00% | −1,250−89.3% | Reduced |
| ClariVest Asset Management LLC | 149 | $4.00K | 0.00% | −137−47.9% | Reduced |
| PrairieView Partners, LLC | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 164 | $4.03K | 0.00% | −75−31.4% | Reduced |
| Estabrook Capital Management | 172 | $4.22K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 176 | $4.32K | 0.00% | +176 | New |
| McIlrath & Eck, LLC | 199 | $4.88K | 0.00% | −1,000−83.4% | Reduced |
| Compagnie Lombard Odier SCmA | 200 | $4.91K | 0.00% | −3,927−95.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 200 | $4.91K | 0.00% | −1,001−83.3% | Reduced |
| Focused Wealth Management, Inc | 200 | $4.91K | 0.00% | +200 | New |
| Mach-1 Financial Group, Inc. | 200 | $4.91K | 0.03% | +200 | New |
| Householder Group Estate & Retirement Specialist, LLC | 200 | $5.00K | 0.00% | +200 | New |
| Cape Investment Advisory, Inc. | 219 | $5.37K | 0.00% | +219 | New |
| Montag A & Associates Inc | 224 | $5.50K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 229 | $5.62K | 0.00% | +229 | New |
| JFS Wealth Advisors, LLC | 240 | $5.89K | 0.00% | −90−27.3% | Reduced |
| Kathleen S. Wright Associates Inc. | 251 | $6.16K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 260 | $6.38K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 264 | $6.48K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 300 | $7.36K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 317 | $7.78K | 0.00% | −2−0.6% | Reduced |
| Lee Financial Co | 325 | $7.98K | 0.00% | +217+200.9% | Added |
| Tilia Fiduciary Partners, Inc. | 327 | $8.03K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 358 | $8.79K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 376 | $9.23K | 0.00% | +36+10.6% | Added |
| Princeton Global Asset Management LLC | 400 | $9.82K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 408 | $10.0K | 0.00% | +13+3.3% | Added |
| Whittier Trust Co | 413 | $10.1K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 423 | $10.4K | 0.00% | +423 | New |
| Stonebridge Capital Advisors LLC | 424 | $10.4K | 0.00% | −4,000−90.4% | Reduced |
| MV Capital Management, Inc. | 429 | $10.5K | 0.00% | +112+35.3% | Added |
| Loomis Sayles & Co L P | 462 | $11.0K | 0.00% | −41−8.2% | Reduced |
| Albion Financial Group | 449 | $11.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 450 | $11.0K | 0.00% | +450 | New |
| Sutton Wealth Advisors Inc. | 452 | $11.1K | 0.01% | +10+2.3% | Added |
| Nalls Sherbakoff Group, LLC | 481 | $11.6K | 0.01% | +481 | New |
| Zions Bancorporation, N.A. | 491 | $12.0K | 0.00% | +20+4.2% | Added |
| Newbridge Financial Services Group, Inc. | 516 | $12.7K | 0.01% | −53−9.3% | Reduced |
| FinTrust Capital Advisors, LLC | 519 | $12.8K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 510 | $13.1K | 0.00% | −482−48.6% | Reduced |
| Core Alternative Capital | 544 | $13.4K | 0.00% | +135+33.0% | Added |
| Atticus Wealth Management, LLC | 550 | $13.5K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 553 | $13.6K | 0.00% | +201+57.1% | Added |
| Blume Capital Management, Inc. | 554 | $13.6K | 0.00% | +4+0.7% | Added |
| TD Waterhouse Canada Inc. | 551 | $13.8K | 0.00% | −28,794−98.1% | Reduced |
| Bell Investment Advisors, Inc | 570 | $14.0K | 0.00% | +228+66.7% | Added |
| Hollencrest Capital Management | 579 | $14.2K | 0.00% | −188−24.5% | Reduced |
| EverSource Wealth Advisors, LLC | 594 | $14.6K | 0.00% | +177+42.4% | Added |
| Tanglewood Legacy Advisors, LLC | 600 | $14.7K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 602 | $14.8K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 641 | $15.7K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 644 | $15.8K | 0.00% | +644 | New |
| TFC Financial Management | 716 | $17.6K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 687 | $18.0K | 0.00% | +548+394.2% | Added |
| AdvisorNet Financial, Inc | 767 | $18.8K | 0.00% | +267+53.4% | Added |
| Copeland Capital Management, LLC | 772 | $19.0K | 0.00% | −762,334−99.9% | Reduced |
| First Personal Financial Services | 775 | $19.0K | 0.00% | +775 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 800 | $19.6K | 0.00% | −21,700−96.4% | Reduced |
| WFA Asset Management Corp | 800 | $19.6K | 0.01% | +800 | New |
| North Star Investment Management Corp. | 802 | $19.7K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 802 | $19.7K | 0.01% | +802 | New |
| State of Wyoming | 879 | $21.6K | 0.01% | +71+8.8% | Added |
| Investors Research Corp | 903 | $22.2K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 921 | $22.6K | 0.00% | +8+0.9% | Added |
| Private Trust Co NA | 933 | $22.9K | 0.00% | +19+2.1% | Added |