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, Q2 2023
Institutional positions in Coterra Energy Inc. as of Jun 30, 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
- 805
- +25 vs. Q1 2023
- Shares held
- 685.0M
- −19.2M (−2.7%) vs. Q1 2023
- Total value
- $17.3B
- +$33.0M (+0.2%) vs. Q1 2023
- New holders
- 96
- 262 more added
- Sold out
- 71
- 320 more reduced
3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Coterra Energy Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 1,039 | $26.0K | 0.00% | −434−29.5% | Reduced |
| BerganKDV Wealth Management, LLC | 1,025 | $25.9K | 0.00% | −35−3.3% | Reduced |
| Silicon Valley Capital Partners | 1,003 | $25.4K | 0.00% | +1,003 | New |
| Bogart Wealth, LLC | 942 | $23.8K | 0.00% | −100−9.6% | Reduced |
| Carolinas Wealth Consulting LLC | 921 | $23.3K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 903 | $22.8K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 861 | $21.8K | 0.01% | +861 | New |
| AdvisorNet Financial, Inc | 849 | $21.5K | 0.00% | +82+10.7% | Added |
| North Star Investment Management Corp. | 802 | $20.3K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 802 | $20.3K | 0.01% | 00.0% | Unchanged |
| WFA Asset Management Corp | 800 | $20.2K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 800 | $20.2K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 800 | $20.2K | 0.01% | +800 | New |
| First Personal Financial Services | 775 | $19.6K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 734 | $19.0K | 0.00% | +734 | New |
| Copeland Capital Management, LLC | 734 | $18.6K | 0.00% | −38−4.9% | Reduced |
| TFC Financial Management | 716 | $18.1K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 686 | $17.4K | 0.01% | +457+199.6% | Added |
| Hollencrest Capital Management | 659 | $16.7K | 0.00% | +80+13.8% | Added |
| Riverview Trust Co | 641 | $16.2K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 618 | $15.6K | 0.00% | +48+8.4% | Added |
| South State Corp. | 602 | $15.2K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 600 | $15.2K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 637 | $14.6K | 0.00% | −7−1.1% | Reduced |
| Core Alternative Capital | 562 | $14.2K | 0.00% | +18+3.3% | Added |
| VisionPoint Advisory Group, LLC | 555 | $14.0K | 0.01% | +555 | New |
| Blume Capital Management, Inc. | 554 | $14.0K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 550 | $13.9K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 519 | $12.8K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 500 | $12.7K | 0.00% | +500 | New |
| Zions Bancorporation, N.A. | 456 | $11.5K | 0.00% | −35−7.1% | Reduced |
| Nalls Sherbakoff Group, LLC | 493 | $11.5K | 0.01% | +12+2.5% | Added |
| Larson Financial Group LLC | 451 | $11.4K | 0.00% | +304+206.8% | Added |
| HM Payson & Co | 450 | $11.4K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 449 | $11.4K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 438 | $11.1K | 0.00% | +15+3.5% | Added |
| Sutton Wealth Advisors Inc. | 424 | $10.7K | 0.01% | −28−6.2% | Reduced |
| Stonebridge Capital Advisors LLC | 424 | $10.7K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 413 | $10.4K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 412 | $10.4K | 0.00% | −141−25.5% | Reduced |
| WR Wealth Planners, LLC | 400 | $10.1K | 0.00% | −4,865−92.4% | Reduced |
| Princeton Global Asset Management LLC | 400 | $10.1K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 396 | $10.0K | 0.00% | +396 | New |
| New Millennium Group LLC | 391 | $9.89K | 0.01% | +300+329.7% | Added |
| Tilia Fiduciary Partners, Inc. | 327 | $8.27K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 317 | $8.02K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 302 | $8.00K | 0.00% | +302 | New |
| ICA Group Wealth Management, LLC | 302 | $7.65K | 0.00% | +302 | New |
| M&R Capital Management Inc | 300 | $7.59K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 295 | $7.46K | 0.00% | −215−42.2% | Reduced |
| Tucker Asset Management LLC | 293 | $7.41K | 0.00% | −1,534−84.0% | Reduced |
| JFS Wealth Advisors, LLC | 265 | $6.71K | 0.00% | +25+10.4% | Added |
| CNB Bank | 260 | $6.58K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 257 | $6.50K | 0.00% | +257 | New |
| Kathleen S. Wright Associates Inc. | 251 | $6.35K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 251 | $6.32K | 0.00% | −300−54.4% | Reduced |
| ORG Partners LLC | 241 | $6.26K | 0.00% | +241 | New |
| Montag A & Associates Inc | 224 | $5.67K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 219 | $5.54K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 200 | $5.06K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 200 | $5.06K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 199 | $5.04K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 181 | $4.58K | 0.00% | +98+118.1% | Added |
| Estabrook Capital Management | 172 | $4.35K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 149 | $4.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 154 | $4.00K | 0.00% | +154 | New |
| TCTC Holdings, LLC | 156 | $3.95K | 0.00% | −4,213−96.4% | Reduced |
| Toth Financial Advisory Corp | 150 | $3.79K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 148 | $3.74K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 140 | $3.54K | 0.00% | +140 | New |
| Allianz Asset Management GmbH | 124,763 | $3.16K | 0.00% | −9,794−7.3% | Reduced |
| Key Financial Inc | 120 | $3.04K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 99 | $3.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 111 | $2.81K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 100 | $2.54K | 0.00% | +12+13.6% | Added |
| Lee Financial Co | 100 | $2.53K | 0.00% | −225−69.2% | Reduced |
| CVA Family Office, LLC | 100 | $2.53K | 0.00% | −45−31.0% | Reduced |
| Castleview Partners, LLC | 100 | $2.53K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 97 | $2.45K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 81 | $2.05K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 90 | $2.00K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 78 | $2.00K | 0.00% | +78 | New |
| VitalStone Financial, LLC | 106 | $2.00K | 0.00% | +106 | New |
| Northwest Capital Management Inc | 78 | $1.97K | 0.00% | +78 | New |
| Colonial Trust Co | 75 | $1.89K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 54 | $1.37K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 49 | $1.24K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 46 | $1.17K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 46 | $1.16K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 46 | $1.00K | 0.00% | +26+130.0% | Added |
| Avion Wealth | 77 | $1.00K | 0.00% | +20+35.1% | Added |
| Ogorek Anthony Joseph | 52 | $1.00K | 0.00% | +52 | New |
| Annapolis Financial Services, LLC | 37 | $937 | 0.00% | +37 | New |
| Raffa Wealth Management, LLC | 36 | $911 | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 31 | $790 | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 22 | $556 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 20 | $506 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 157,897 | $304 | 0.03% | +157,897 | New |
| Institutional & Family Asset Management, LLC | 12 | $304 | 0.00% | +12 | New |