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 2024
Institutional positions in Coterra Energy Inc. as of Mar 31, 2024. 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
- 874
- −12 vs. Q4 2023
- Shares held
- 657.2M
- −4.41M (−0.7%) vs. Q4 2023
- Total value
- $18.3B
- +$1.42B (+8.4%) vs. Q4 2023
- New holders
- 95
- 316 more added
- Sold out
- 107
- 340 more reduced
11 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Coterra Energy Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| NVWM, LLC | 5 | $139 | 0.00% | +5 | New |
| Wolff Wiese Magana LLC | 10 | $279 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 11 | $306 | 0.00% | −42−79.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 14 | $390 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 20 | $558 | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 21 | $585 | 0.00% | +21 | New |
| Dunhill Financial, LLC | 24 | $669 | 0.00% | −27−52.9% | Reduced |
| Blue Bell Private Wealth Management, LLC | 32 | $889 | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 60 | $1.00K | 0.00% | −3,420−98.3% | Reduced |
| Asset Dedication, LLC | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 36 | $1.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 36 | $1.00K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 37 | $1.04K | 0.00% | +4+12.1% | Added |
| Orion Capital Management LLC | 41 | $1.14K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 43 | $1.23K | 0.00% | +43 | New |
| Jones Financial Companies LLLP | 45 | $1.25K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 47 | $1.32K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 49 | $1.37K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 54 | $1.51K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 57 | $1.60K | 0.00% | +4+7.5% | Added |
| Hollencrest Capital Management | 58 | $1.62K | 0.00% | −719−92.5% | Reduced |
| Clearstead Advisors, LLC | 64 | $1.79K | 0.00% | −77−54.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 66 | $1.84K | 0.00% | +3+4.8% | Added |
| FinTrust Capital Advisors, LLC | 69 | $1.92K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 88 | $2.00K | 0.00% | −45−33.8% | Reduced |
| Granite FO LLC | 92 | $2.21K | 0.00% | +92 | New |
| CVA Family Office, LLC | 80 | $2.23K | 0.00% | −20−20.0% | Reduced |
| Delos Wealth Advisors, LLC | 99 | $2.76K | 0.00% | +99 | New |
| Toth Financial Advisory Corp | 100 | $2.79K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 100 | $2.81K | 0.00% | +100 | New |
| Abound Wealth Management | 101 | $2.81K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 104 | $2.90K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 106 | $2.95K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 90 | $3.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 76 | $3.00K | 0.00% | +19+33.3% | Added |
| TSFG, LLC | 100 | $3.00K | 0.00% | +100 | New |
| Castleview Partners, LLC | 112 | $3.12K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 114 | $3.19K | 0.00% | +113+11,300.0% | Added |
| Tortoise Investment Management, LLC | 116 | $3.23K | 0.00% | +19+19.6% | Added |
| MCF Advisors LLC | 119 | $3.32K | 0.00% | +8+7.2% | Added |
| Key Financial Inc | 120 | $3.35K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 125 | $3.48K | 0.00% | +125 | New |
| Washington Trust Advisors, Inc. | 131 | $3.65K | 0.00% | +131 | New |
| Raleigh Capital Management Inc. | 140 | $3.90K | 0.00% | +110+366.7% | Added |
| Valley National Advisers Inc | 157 | $4.00K | 0.00% | −47−23.0% | Reduced |
| Roble, Belko & Company, Inc | 154 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 145 | $4.06K | 0.00% | +145 | New |
| Credential Qtrade Securities Inc. | 148 | $4.13K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 148 | $4.13K | 0.00% | +148 | New |
| Blume Capital Management, Inc. | 154 | $4.29K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 164 | $4.57K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 169 | $4.71K | 0.00% | −220−56.6% | Reduced |
| Valued Wealth Advisors LLC | 170 | $4.74K | 0.00% | +88+107.3% | Added |
| Estabrook Capital Management | 172 | $4.79K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 175 | $4.88K | 0.00% | +6+3.6% | Added |
| Aspect Partners, LLC | 188 | $5.24K | 0.00% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 147,453 | $5.26K | 0.24% | +147,453 | New |
| FRG Family Wealth Advisors LLC | 200 | $5.47K | 0.00% | +200 | New |
| McIlrath & Eck, LLC | 199 | $5.55K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 211 | $5.88K | 0.00% | +22+11.6% | Added |
| PrairieView Partners, LLC | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 219 | $6.11K | 0.00% | −200−47.7% | Reduced |
| Cetera Trust Company, N.A | 232 | $6.47K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 239 | $6.66K | 0.00% | +239 | New |
| Tucker Asset Management LLC | 244 | $6.80K | 0.00% | −93−27.6% | Reduced |
| GW&K Investment Management, LLC | 236 | $7.00K | 0.00% | −86−26.7% | Reduced |
| CNB Bank | 260 | $7.25K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 265 | $7.50K | 0.00% | +265 | New |
| First Command Advisory Services, Inc. | 270 | $7.53K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 287 | $8.00K | 0.01% | −4−1.4% | Reduced |
| M&R Capital Management Inc | 300 | $8.36K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 301 | $8.39K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 317 | $8.84K | 0.00% | +317 | New |
| Prestige Wealth Management Group LLC | 317 | $8.84K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 332 | $9.26K | 0.00% | −203−37.9% | Reduced |
| Sachetta, LLC | 370 | $9.44K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 339 | $9.45K | 0.00% | −264−43.8% | Reduced |
| Vima LLC | 400 | $9.82K | 0.01% | −125−23.8% | Reduced |
| ICA Group Wealth Management, LLC | 360 | $10.0K | 0.00% | +3+0.8% | Added |
| Glass Jacobson Investment Advisors llc | 361 | $10.1K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 366 | $10.2K | 0.01% | +202+123.2% | Added |
| Carolina Wealth Advisors, LLC | 380 | $10.6K | 0.01% | 00.0% | Unchanged |
| Rogco, LP | 384 | $10.7K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 398 | $11.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 400 | $11.2K | 0.00% | −130−24.5% | Reduced |
| Provenance Wealth Advisors, LLC | 400 | $11.2K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 400 | $11.2K | 0.01% | +400 | New |
| Householder Group Estate & Retirement Specialist, LLC | 406 | $11.3K | 0.00% | +3+0.7% | Added |
| Versant Capital Management, Inc | 412 | $11.5K | 0.00% | −914−68.9% | Reduced |
| Rakuten Securities, Inc. | 420 | $11.7K | 0.01% | −522−55.4% | Reduced |
| Zions Bancorporation, N.A. | 420 | $11.7K | 0.00% | −31−6.9% | Reduced |
| Clear Point Advisors Inc. | 425 | $11.8K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 430 | $12.0K | 0.00% | −30−6.5% | Reduced |
| AdvisorNet Financial, Inc | 438 | $12.2K | 0.00% | −238−35.2% | Reduced |
| First Financial Corp | 447 | $12.5K | 0.01% | +220+96.9% | Added |
| Albion Financial Group | 449 | $12.5K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 465 | $13.1K | 0.00% | +69+17.4% | Added |
| Fernwood Investment Management, LLC | 494 | $13.8K | 0.00% | +494 | New |