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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, Q4 2023

Institutional positions in Coterra Energy Inc. as of Dec 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
897
+82 vs. Q3 2023
Shares held
662.3M
−14.6M (−2.2%) vs. Q3 2023
Total value
$16.9B
−$1.43B (−7.8%) vs. Q3 2023
New holders
143
320 more added
Sold out
61
323 more reduced

8 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 897 institutions
Q1 2021: 484 institutionsQ2 2021: 454 institutionsQ3 2021: 484 institutionsQ4 2021: 650 institutionsQ1 2022: 731 institutionsQ2 2022: 780 institutionsQ3 2022: 795 institutionsQ4 2022: 802 institutionsQ1 2023: 783 institutionsQ2 2023: 805 institutionsQ3 2023: 823 institutionsQ4 2023: 897 institutionsQ1 2024: 874 institutionsQ2 2024: 892 institutionsQ3 2024: 835 institutionsQ4 2024: 903 institutionsQ1 2025: 923 institutionsQ2 2025: 886 institutionsQ3 2025: 877 institutionsQ4 2025: 888 institutionsQ1 2026: 960 institutionsQ2 2026: 6 institutions
Value heldQ4 2023: $16.9B
Q1 2021: $7.16BQ2 2021: $7.02BQ3 2021: $9.64BQ4 2021: $14.4BQ1 2022: $20.3BQ2 2022: $19.1BQ3 2022: $19.6BQ4 2022: $17.6BQ1 2023: $17.3BQ2 2023: $17.3BQ3 2023: $18.3BQ4 2023: $16.9BQ1 2024: $18.3BQ2 2024: $17.5BQ3 2024: $15.7BQ4 2024: $17.2BQ1 2025: $19.9BQ2 2025: $18.0BQ3 2025: $16.7BQ4 2025: $19.0BQ1 2026: $25.0BQ2 2026: $7.41M
Institutions holding CTRA and their total value by quarter
QuarterHoldersValue
Q2 20266$7.41M
Q1 2026960$25.0B
Q4 2025888$19.0B
Q3 2025877$16.7B
Q2 2025886$18.0B
Q1 2025923$19.9B
Q4 2024903$17.2B
Q3 2024835$15.7B
Q2 2024892$17.5B
Q1 2024874$18.3B
Q4 2023897$16.9B
Q3 2023823$18.3B
Q2 2023805$17.3B
Q1 2023783$17.3B
Q4 2022802$17.6B
Q3 2022795$19.6B
Q2 2022780$19.1B
Q1 2022731$20.3B
Q4 2021650$14.4B
Q3 2021484$9.64B
Q2 2021454$7.02B
Q1 2021484$7.16B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Coterra Energy Inc.; share changes are against Q3 2023.

Institutions holding CTRA in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$30.00%0New
Sofos Investments, Inc.1$250.00%−1−50.0%Reduced
Rosenberg Matthew Hamilton2$510.00%00.0%Unchanged
Retirement Group, LLC10$2550.00%+10New
Wolff Wiese Magana LLC10$2560.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC14$3570.00%+14New
Aspire Private Capital, LLC20$5100.00%00.0%Unchanged
Turtle Creek Wealth Advisors, LLC20$5100.00%+20New
Raleigh Capital Management Inc.30$7650.00%+30New
Pineridge Advisors LLC31$7910.00%+31New
Blue Bell Private Wealth Management, LLC32$8080.00%+1+3.2%Added
ORG Partners LLC33$8680.00%−173−84.0%Reduced
Raffa Wealth Management, LLC36$9190.00%00.0%Unchanged
Iron Horse Wealth Management, LLC36$9190.00%00.0%Unchanged
Asset Dedication, LLC26$1.00K0.00%00.0%Unchanged
Avion Wealth57$1.00K0.00%00.0%Unchanged
VitalStone Financial, LLC50$1.00K0.00%00.0%Unchanged
Orion Capital Management LLC41$1.05K0.00%00.0%Unchanged
Bogart Wealth, LLC42$1.07K0.00%00.0%Unchanged
Jones Financial Companies LLLP45$1.15K0.00%+45New
Founders Capital Management47$1.20K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC49$1.25K0.00%00.0%Unchanged
WealthCollab, LLC49$1.25K0.00%+49New
Dunhill Financial, LLC51$1.29K0.00%+51New
Whittier Trust Co of Nevada Inc53$1.35K0.00%−1−1.9%Reduced
TFC Financial Management53$1.36K0.00%−663−92.6%Reduced
JNBA Financial Advisors54$1.38K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.63$1.61K0.00%+63New
FinTrust Capital Advisors, LLC69$1.76K0.00%00.0%Unchanged
Smithfield Trust Co90$2.00K0.00%00.0%Unchanged
LM Advisors LLC81$2.07K0.00%+81New
Rockbridge Investment Management, LCC83$2.12K0.00%+83New
Valued Wealth Advisors LLC82$2.22K0.00%+82New
Tortoise Investment Management, LLC97$2.48K0.00%00.0%Unchanged
Toth Financial Advisory Corp100$2.55K0.00%00.0%Unchanged
CVA Family Office, LLC100$2.55K0.00%+100New
FSC Wealth Advisors, LLC100$2.55K0.00%+100New
Abound Wealth Management101$2.57K0.00%−44−30.3%Reduced
Vermillion & White Wealth Management Group, LLC104$2.65K0.00%+104New
Colonial Trust Co106$2.72K0.00%−169−61.5%Reduced
MCF Advisors LLC111$2.83K0.00%00.0%Unchanged
Castleview Partners, LLC112$2.86K0.00%+12+12.0%Added
Hazlett, Burt & Watson, Inc.133$3.00K0.00%00.0%Unchanged
Loomis Sayles & Co L P104$3.00K0.00%+104New
Key Financial Inc120$3.06K0.00%00.0%Unchanged
SYSTM Wealth Solutions LLC126$3.22K0.00%+126New
Clearstead Advisors, LLC141$3.60K0.00%−302−68.2%Reduced
Arlington Trust Co LLC144$3.67K0.00%+144New
Credential Qtrade Securities Inc.148$3.78K0.00%00.0%Unchanged
Blume Capital Management, Inc.154$3.93K0.00%00.0%Unchanged
Roble, Belko & Company, Inc154$4.00K0.00%00.0%Unchanged
Ibex Wealth Advisors157$4.02K0.87%−11,311−98.6%Reduced
Fortitude Family Office, LLC164$4.18K0.00%+164New
Tidemark, LLC164$4.18K0.00%+164New
Harbor Investment Advisory, LLC166$4.24K0.00%00.0%Unchanged
ClariVest Asset Management LLC169$4.32K0.00%00.0%Unchanged
Estabrook Capital Management172$4.39K0.00%00.0%Unchanged
Aspect Partners, LLC188$4.80K0.00%+188New
Frazier Financial Advisors, LLC189$4.82K0.00%+189New
Valley National Advisers Inc204$5.00K0.00%−6,539−97.0%Reduced
PrairieView Partners, LLC200$5.00K0.00%00.0%Unchanged
McIlrath & Eck, LLC199$5.08K0.00%00.0%Unchanged
Compagnie Lombard Odier SCmA200$5.10K0.00%00.0%Unchanged
Lee Financial Co219$5.59K0.00%+119+119.0%Added
First Financial Corp227$5.79K0.00%00.0%Unchanged
Cetera Trust Company, N.A232$5.92K0.00%+232New
Caitlin John, LLC248$6.33K0.01%+248New
CNB Bank260$6.63K0.00%00.0%Unchanged
First Command Advisory Services, Inc.270$6.89K0.00%00.0%Unchanged
Tradition Wealth Management, LLC255$7.00K0.00%−5,759−95.8%Reduced
Eagle Bay Advisors LLC291$7.43K0.00%−3,712−92.7%Reduced
M&R Capital Management Inc300$7.66K0.00%00.0%Unchanged
Friedenthal Financial300$7.66K0.00%+300New
JJJ Advisors Inc.301$7.68K0.00%+6+2.0%Added
GW&K Investment Management, LLC322$8.00K0.00%+9+2.9%Added
Prestige Wealth Management Group LLC317$8.09K0.00%00.0%Unchanged
Scarborough Advisors, LLC320$8.17K0.00%+320New
Tucker Asset Management LLC337$8.60K0.00%00.0%Unchanged
ICA Group Wealth Management, LLC357$9.12K0.00%+357New
Glass Jacobson Investment Advisors llc361$9.21K0.00%00.0%Unchanged
Sachetta, LLC370$9.44K0.00%+370New
Carolina Wealth Advisors, LLC380$9.70K0.01%+380New
Rogco, LP384$9.80K0.00%00.0%Unchanged
Richardson Financial Services Inc.389$9.93K0.01%+389New
Close Asset Management Ltd398$10.0K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC403$10.0K0.00%+3+0.8%Added
Cornerstone Planning Group LLC396$10.1K0.00%00.0%Unchanged
Vima LLC525$10.2K0.02%+525New
Provenance Wealth Advisors, LLC400$10.2K0.00%+400New
Whittier Trust Co413$10.5K0.00%−83−16.7%Reduced
Cape Investment Advisory, Inc.419$10.7K0.01%+200+91.3%Added
Clear Point Advisors Inc.425$10.8K0.01%+425New
New Millennium Group LLC441$11.3K0.01%+50+12.8%Added
Albion Financial Group449$11.5K0.00%00.0%Unchanged
Zions Bancorporation, N.A.451$11.5K0.00%−5−1.1%Reduced
JFS Wealth Advisors, LLC460$11.7K0.00%+5+1.1%Added
Venturi Wealth Management, LLC488$12.5K0.00%+20+4.3%Added
Nalls Sherbakoff Group, LLC504$12.9K0.01%+4+0.8%Added
Transcendent Capital Group LLC508$13.0K0.01%+508New
Concord Wealth Partners526$13.4K0.00%+238+82.6%Added