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, Q3 2023
Institutional positions in Coterra Energy Inc. as of Sep 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
- 823
- +22 vs. Q2 2023
- Shares held
- 677.3M
- −7.02M (−1.0%) vs. Q2 2023
- Total value
- $18.3B
- +$1.04B (+6.0%) vs. Q2 2023
- New holders
- 92
- 301 more added
- Sold out
- 70
- 301 more reduced
4 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Coterra Energy Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ceredex Value Advisors LLC | 1,500 | $40.6K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,476 | $39.9K | 0.01% | +22+1.5% | Added |
| Massmutual Trust Co FSB | 1,431 | $38.7K | 0.00% | +213+17.5% | Added |
| Farther Finance Advisors, LLC | 1,431 | $38.7K | 0.01% | −349−19.6% | Reduced |
| North Star Investment Management Corp. | 1,420 | $38.4K | 0.00% | +618+77.1% | Added |
| First Horizon Advisors, Inc. | 1,413 | $38.2K | 0.00% | +2+0.1% | Added |
| Private Trust Co NA | 1,400 | $37.9K | 0.00% | +110+8.5% | Added |
| GPS Wealth Strategies Group, LLC | 1,372 | $37.1K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 1,361 | $36.8K | 0.00% | +1,361 | New |
| Stone House Investment Management, LLC | 1,353 | $36.6K | 0.01% | +113+9.1% | Added |
| Beacon Capital Management, LLC | 1,441 | $36.5K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,319 | $35.7K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 1,295 | $35.0K | 0.02% | +740+133.3% | Added |
| Hantz Financial Services, Inc. | 1,254 | $34.0K | 0.00% | −1,089−46.5% | Reduced |
| Ronald Blue Trust, Inc. | 1,355 | $34.0K | 0.00% | +316+30.4% | Added |
| Baker Avenue Asset Management, LP | 1,226 | $33.2K | 0.00% | −2−0.2% | Reduced |
| Meeder Asset Management Inc | 1,175 | $31.8K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 1,142 | $30.9K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,102 | $30.3K | 0.01% | +181+19.7% | Added |
| Colonial Trust Advisors | 1,106 | $29.9K | 0.00% | −5−0.5% | Reduced |
| Pin Oak Investment Advisors Inc | 1,080 | $29.0K | 0.03% | 00.0% | Unchanged |
| South State Corp. | 1,056 | $28.6K | 0.00% | +454+75.4% | Added |
| Silicon Valley Capital Partners | 1,010 | $27.3K | 0.01% | +7+0.7% | Added |
| Glen Eagle Advisors, LLC | 1,000 | $27.1K | 0.01% | +1,000 | New |
| Adirondack Trust Co | 1,000 | $27.0K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 903 | $24.4K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 802 | $22.0K | 0.01% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 800 | $22.0K | 0.01% | +800 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 800 | $21.6K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 800 | $21.6K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 775 | $21.0K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 725 | $19.6K | 0.00% | +525+262.5% | Added |
| TFC Financial Management | 716 | $19.4K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 703 | $19.0K | 0.00% | −31−4.2% | Reduced |
| Anchor Investment Management, LLC | 700 | $18.9K | 0.00% | +700 | New |
| Deseret Mutual Benefit Administrators | 686 | $18.6K | 0.01% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 679 | $18.4K | 0.00% | −55−7.5% | Reduced |
| Hollencrest Capital Management | 664 | $18.0K | 0.00% | +5+0.8% | Added |
| Hartford Financial Management Inc. | 619 | $16.7K | 0.00% | +619 | New |
| Tanglewood Legacy Advisors, LLC | 600 | $16.2K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 576 | $15.6K | 0.00% | −42−6.8% | Reduced |
| Atticus Wealth Management, LLC | 550 | $14.9K | 0.01% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 500 | $13.5K | 0.01% | +7+1.4% | Added |
| Whittier Trust Co | 496 | $13.4K | 0.00% | +83+20.1% | Added |
| Venturi Wealth Management, LLC | 468 | $12.7K | 0.00% | +30+6.8% | Added |
| Zions Bancorporation, N.A. | 456 | $12.3K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 455 | $12.3K | 0.00% | +190+71.7% | Added |
| Albion Financial Group | 449 | $12.1K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 443 | $12.0K | 0.00% | +31+7.5% | Added |
| Stonebridge Capital Advisors LLC | 424 | $11.5K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 424 | $11.5K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 413 | $11.2K | 0.01% | −448−52.0% | Reduced |
| Close Asset Management Ltd | 398 | $11.0K | 0.00% | −2,100−84.1% | Reduced |
| Steward Financial Group LLC | 413 | $11.0K | 0.00% | +413 | New |
| Princeton Global Asset Management LLC | 400 | $10.8K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 400 | $10.8K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 400 | $10.8K | 0.00% | +400 | New |
| Cornerstone Planning Group LLC | 396 | $10.7K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 391 | $10.6K | 0.01% | 00.0% | Unchanged |
| Rogco, LP | 384 | $10.4K | 0.01% | +384 | New |
| Glass Jacobson Investment Advisors llc | 361 | $9.77K | 0.00% | +361 | New |
| Headlands Technologies LLC | 350 | $9.47K | 0.00% | −14,954−97.7% | Reduced |
| Tucker Asset Management LLC | 337 | $9.12K | 0.00% | +44+15.0% | Added |
| Tradewinds Capital Management, LLC | 325 | $8.79K | 0.00% | +325 | New |
| Prestige Wealth Management Group LLC | 317 | $8.58K | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 301 | $8.14K | 0.00% | −169,737−99.8% | Reduced |
| M&R Capital Management Inc | 300 | $8.12K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 313 | $8.00K | 0.00% | +11+3.6% | Added |
| JJJ Advisors Inc. | 295 | $7.98K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 288 | $7.78K | 0.00% | +107+59.1% | Added |
| Colonial Trust Co | 275 | $7.44K | 0.00% | +200+266.7% | Added |
| First Command Advisory Services, Inc. | 270 | $7.30K | 0.00% | +270 | New |
| CNB Bank | 260 | $7.03K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 251 | $6.60K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 244 | $6.60K | 0.00% | −605−71.3% | Reduced |
| First Financial Corp | 227 | $6.14K | 0.00% | +227 | New |
| Montag A & Associates Inc | 224 | $6.06K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 219 | $5.92K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 206 | $5.62K | 0.00% | −35−14.5% | Reduced |
| Compagnie Lombard Odier SCmA | 200 | $5.41K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 199 | $5.38K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 169 | $5.00K | 0.00% | +20+13.4% | Added |
| Estabrook Capital Management | 172 | $4.65K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 166 | $4.49K | 0.00% | −5,677−97.2% | Reduced |
| TCTC Holdings, LLC | 156 | $4.22K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 154 | $4.17K | 0.00% | −400−72.2% | Reduced |
| Gradient Investments LLC | 149 | $4.03K | 0.00% | −1,159−88.6% | Reduced |
| Credential Qtrade Securities Inc. | 148 | $4.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 154 | $4.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 145 | $3.92K | 0.00% | +45+45.0% | Added |
| Key Financial Inc | 120 | $3.25K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 111 | $3.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 99 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 133 | $3.00K | 0.00% | +87+189.1% | Added |
| Toth Financial Advisory Corp | 100 | $2.71K | 0.00% | −50−33.3% | Reduced |
| Lee Financial Co | 100 | $2.71K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 100 | $2.71K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 97 | $2.62K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 78 | $2.11K | 0.00% | 00.0% | Unchanged |