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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
Venturi Wealth Management, LLC488$12.5K0.00%+20+4.3%Added
JFS Wealth Advisors, LLC460$11.7K0.00%+5+1.1%Added
Zions Bancorporation, N.A.451$11.5K0.00%−5−1.1%Reduced
Albion Financial Group449$11.5K0.00%00.0%Unchanged
New Millennium Group LLC441$11.3K0.01%+50+12.8%Added
Clear Point Advisors Inc.425$10.8K0.01%+425New
Cape Investment Advisory, Inc.419$10.7K0.01%+200+91.3%Added
Whittier Trust Co413$10.5K0.00%−83−16.7%Reduced
Vima LLC525$10.2K0.02%+525New
Provenance Wealth Advisors, LLC400$10.2K0.00%+400New
Cornerstone Planning Group LLC396$10.1K0.00%00.0%Unchanged
Close Asset Management Ltd398$10.0K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC403$10.0K0.00%+3+0.8%Added
Richardson Financial Services Inc.389$9.93K0.01%+389New
Rogco, LP384$9.80K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC380$9.70K0.01%+380New
Sachetta, LLC370$9.44K0.00%+370New
Glass Jacobson Investment Advisors llc361$9.21K0.00%00.0%Unchanged
ICA Group Wealth Management, LLC357$9.12K0.00%+357New
Tucker Asset Management LLC337$8.60K0.00%00.0%Unchanged
Scarborough Advisors, LLC320$8.17K0.00%+320New
Prestige Wealth Management Group LLC317$8.09K0.00%00.0%Unchanged
GW&K Investment Management, LLC322$8.00K0.00%+9+2.9%Added
JJJ Advisors Inc.301$7.68K0.00%+6+2.0%Added
M&R Capital Management Inc300$7.66K0.00%00.0%Unchanged
Friedenthal Financial300$7.66K0.00%+300New
Eagle Bay Advisors LLC291$7.43K0.00%−3,712−92.7%Reduced
Tradition Wealth Management, LLC255$7.00K0.00%−5,759−95.8%Reduced
First Command Advisory Services, Inc.270$6.89K0.00%00.0%Unchanged
CNB Bank260$6.63K0.00%00.0%Unchanged
Caitlin John, LLC248$6.33K0.01%+248New
Cetera Trust Company, N.A232$5.92K0.00%+232New
First Financial Corp227$5.79K0.00%00.0%Unchanged
Lee Financial Co219$5.59K0.00%+119+119.0%Added
Compagnie Lombard Odier SCmA200$5.10K0.00%00.0%Unchanged
McIlrath & Eck, LLC199$5.08K0.00%00.0%Unchanged
Valley National Advisers Inc204$5.00K0.00%−6,539−97.0%Reduced
PrairieView Partners, LLC200$5.00K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC189$4.82K0.00%+189New
Aspect Partners, LLC188$4.80K0.00%+188New
Estabrook Capital Management172$4.39K0.00%00.0%Unchanged
ClariVest Asset Management LLC169$4.32K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC166$4.24K0.00%00.0%Unchanged
Fortitude Family Office, LLC164$4.18K0.00%+164New
Tidemark, LLC164$4.18K0.00%+164New
Ibex Wealth Advisors157$4.02K0.87%−11,311−98.6%Reduced
Roble, Belko & Company, Inc154$4.00K0.00%00.0%Unchanged
Blume Capital Management, Inc.154$3.93K0.00%00.0%Unchanged
Credential Qtrade Securities Inc.148$3.78K0.00%00.0%Unchanged
Arlington Trust Co LLC144$3.67K0.00%+144New
Clearstead Advisors, LLC141$3.60K0.00%−302−68.2%Reduced
SYSTM Wealth Solutions LLC126$3.22K0.00%+126New
Key Financial Inc120$3.06K0.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.133$3.00K0.00%00.0%Unchanged
Loomis Sayles & Co L P104$3.00K0.00%+104New
Castleview Partners, LLC112$2.86K0.00%+12+12.0%Added
MCF Advisors LLC111$2.83K0.00%00.0%Unchanged
Colonial Trust Co106$2.72K0.00%−169−61.5%Reduced
Vermillion & White Wealth Management Group, LLC104$2.65K0.00%+104New
Abound Wealth Management101$2.57K0.00%−44−30.3%Reduced
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
Tortoise Investment Management, LLC97$2.48K0.00%00.0%Unchanged
Valued Wealth Advisors LLC82$2.22K0.00%+82New
Rockbridge Investment Management, LCC83$2.12K0.00%+83New
LM Advisors LLC81$2.07K0.00%+81New
Smithfield Trust Co90$2.00K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC69$1.76K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.63$1.61K0.00%+63New
JNBA Financial Advisors54$1.38K0.00%00.0%Unchanged
TFC Financial Management53$1.36K0.00%−663−92.6%Reduced
Whittier Trust Co of Nevada Inc53$1.35K0.00%−1−1.9%Reduced
Dunhill Financial, LLC51$1.29K0.00%+51New
Moisand Fitzgerald Tamayo, LLC49$1.25K0.00%00.0%Unchanged
WealthCollab, LLC49$1.25K0.00%+49New
Founders Capital Management47$1.20K0.00%00.0%Unchanged
Jones Financial Companies LLLP45$1.15K0.00%+45New
Bogart Wealth, LLC42$1.07K0.00%00.0%Unchanged
Orion Capital Management LLC41$1.05K0.00%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
Raffa Wealth Management, LLC36$9190.00%00.0%Unchanged
Iron Horse Wealth Management, LLC36$9190.00%00.0%Unchanged
ORG Partners LLC33$8680.00%−173−84.0%Reduced
Blue Bell Private Wealth Management, LLC32$8080.00%+1+3.2%Added
Pineridge Advisors LLC31$7910.00%+31New
Raleigh Capital Management Inc.30$7650.00%+30New
Aspire Private Capital, LLC20$5100.00%00.0%Unchanged
Turtle Creek Wealth Advisors, LLC20$5100.00%+20New
Kayne Anderson Rudnick Investment Management LLC14$3570.00%+14New
Wolff Wiese Magana LLC10$2560.00%00.0%Unchanged
Retirement Group, LLC10$2550.00%+10New
Rosenberg Matthew Hamilton2$510.00%00.0%Unchanged
Sofos Investments, Inc.1$250.00%−1−50.0%Reduced
Dogwood Wealth Management LLC0$30.00%0New
Capital World Investors0$00.00%−14,142,012−100.0%Sold out
Longfellow Investment Management Co LLC0$00.00%−391,083−100.0%Sold out
Hartree Partners, LP0$00.00%−336,540−100.0%Sold out