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 |
|---|---|---|---|---|---|
| Hoxton Planning & Management, LLC | 7,392 | $206.1K | 0.10% | −1,184−13.8% | Reduced |
| Advisory Services Network, LLC | 7,496 | $209.0K | 0.00% | −2,234−23.0% | Reduced |
| Aviso Wealth Management | 7,540 | $210.2K | 0.13% | +7,540 | New |
| Gallacher Capital Management LLC | 7,622 | $212.5K | 0.11% | −13,440−63.8% | Reduced |
| Keel Point, LLC | 7,678 | $214.0K | 0.02% | −297−3.7% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 7,682 | $214.2K | 0.00% | +7,682 | New |
| NBC Securities, Inc. | 7,731 | $215.0K | 0.02% | −12−0.2% | Reduced |
| Gsa Capital Partners LLP | 7,749 | $216.0K | 0.02% | +7,749 | New |
| Global Retirement Partners, LLC | 7,765 | $216.5K | 0.01% | −900−10.4% | Reduced |
| Premier Path Wealth Partners, LLC | 7,765 | $216.5K | 0.04% | −377−4.6% | Reduced |
| Lido Advisors, LLC | 7,768 | $216.6K | 0.00% | −1,482−16.0% | Reduced |
| Creative Financial Designs Inc | 7,850 | $218.9K | 0.02% | +1,765+29.0% | Added |
| Brighton Jones LLC | 7,885 | $219.8K | 0.01% | +7,885 | New |
| Manchester Capital Management LLC | 7,958 | $221.9K | 0.03% | +10.0% | Added |
| Cornerstone Wealth Management, LLC | 7,972 | $222.3K | 0.02% | 00.0% | Unchanged |
| Cigna Investments Inc | 8,004 | $223.0K | 0.04% | −165−2.0% | Reduced |
| Portside Wealth Group, LLC | 8,065 | $224.9K | 0.04% | +8,065 | New |
| Essex Financial Services, Inc. | 8,113 | $226.2K | 0.02% | −2,000−19.8% | Reduced |
| JBR Co Financial Management Inc | 8,123 | $226.5K | 0.18% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 8,158 | $227.4K | 0.02% | −16,497−66.9% | Reduced |
| Manchester Financial Inc | 8,165 | $227.6K | 0.06% | +8,165 | New |
| Texas Capital Bank Wealth Management Services Inc | 8,171 | $227.8K | 0.03% | −5,037−38.1% | Reduced |
| Two Sigma Securities, LLC | 8,201 | $228.6K | 0.01% | +149+1.9% | Added |
| Crescent Grove Advisors, LLC | 8,229 | $229.4K | 0.02% | +59+0.7% | Added |
| Snowden Capital Advisors LLC | 8,244 | $229.9K | 0.01% | +8,244 | New |
| Perigon Wealth Management, LLC | 8,293 | $231.2K | 0.01% | +8,293 | New |
| MeadowBrook Investment Advisors LLC | 8,400 | $234.2K | 0.22% | −770−8.4% | Reduced |
| AE Wealth Management LLC | 8,435 | $235.2K | 0.00% | −107,637−92.7% | Reduced |
| Keybank National Association | 8,458 | $235.8K | 0.00% | −20−0.2% | Reduced |
| Stratos Wealth Partners, LTD. | 8,491 | $236.8K | 0.00% | −1,562−15.5% | Reduced |
| Morton Capital Management LLC | 8,500 | $237.0K | 0.06% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 8,506 | $237.1K | 0.03% | +549+6.9% | Added |
| Siemens Fonds Invest GmbH | 8,517 | $237.5K | 0.02% | −515−5.7% | Reduced |
| Kovack Advisors, Inc. | 8,517 | $237.5K | 0.03% | +8,517 | New |
| InterOcean Capital Group, LLC | 8,588 | $239.4K | 0.01% | −98−1.1% | Reduced |
| Silvercrest Asset Management Group LLC | 8,755 | $244.1K | 0.00% | −16−0.2% | Reduced |
| Wrapmanager Inc | 8,762 | $244.3K | 0.07% | −512−5.5% | Reduced |
| Hantz Financial Services, Inc. | 8,863 | $247.0K | 0.00% | +6,904+352.4% | Added |
| Sweet Financial Partners, LLC | 8,939 | $249.2K | 0.06% | +9+0.1% | Added |
| First Interstate Bank | 8,964 | $249.9K | 0.02% | −318−3.4% | Reduced |
| Schechter Investment Advisors, LLC | 8,990 | $250.6K | 0.02% | +66+0.7% | Added |
| Green Square Capital Advisors LLC | 9,000 | $250.9K | 0.03% | +9,000 | New |
| Clarius Group, LLC | 9,060 | $252.6K | 0.02% | −47−0.5% | Reduced |
| Knollwood Investment Advisory, LLC | 9,100 | $253.7K | 0.05% | 00.0% | Unchanged |
| Brookstone Capital Management | 9,108 | $253.9K | 0.00% | −35,194−79.4% | Reduced |
| Horizon Advisory Services, Inc. | 9,124 | $254.4K | 0.12% | +9,124 | New |
| Fidelis Capital Partners, LLC | 9,140 | $254.8K | 0.04% | +229+2.6% | Added |
| Novare Capital Management LLC | 9,200 | $256.5K | 0.02% | +9,200 | New |
| HB Wealth Management, LLC | 9,271 | $258.5K | 0.00% | +9,271 | New |
| Pullen Investment Management, LLC | 9,308 | $259.5K | 0.22% | +9,308 | New |
| SFMG, LLC | 9,514 | $265.3K | 0.02% | +18+0.2% | Added |
| Saxon Interests, Inc. | 9,642 | $268.8K | 0.13% | +96+1.0% | Added |
| Barlow Wealth Partners, Inc. | 9,792 | $270.7K | 0.04% | +9,792 | New |
| Valeo Financial Advisors, LLC | 9,582 | $272.7K | 0.01% | −2,375−19.9% | Reduced |
| Kathmere Capital Management, LLC | 9,899 | $276.0K | 0.03% | −1,658−14.3% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 9,938 | $277.1K | 0.02% | −39,719−80.0% | Reduced |
| Arden Trust Co | 9,973 | $278.0K | 0.04% | −860−7.9% | Reduced |
| Waldron Private Wealth LLC | 10,008 | $279.0K | 0.01% | +716+7.7% | Added |
| TCW Group Inc | 10,043 | $280.0K | 0.00% | −1,741−14.8% | Reduced |
| Balentine LLC | 10,085 | $281.2K | 0.01% | −1,778−15.0% | Reduced |
| Raymond James Trust N.A. | 10,147 | $282.9K | 0.01% | −4,715−31.7% | Reduced |
| Legacy Financial Advisors, Inc. | 10,169 | $283.5K | 0.05% | −65−0.6% | Reduced |
| Parallel Advisors, LLC | 10,211 | $284.7K | 0.01% | +1,061+11.6% | Added |
| Argonautica Private Wealth Management, Inc | 10,234 | $285.3K | 0.10% | −612−5.6% | Reduced |
| Crestmont Private Wealth LLC | 10,310 | $287.4K | 0.14% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 10,350 | $288.5K | 0.14% | +851+9.0% | Added |
| FFT Wealth Management LLC | 10,409 | $290.2K | 0.02% | +1,373+15.2% | Added |
| Great Lakes Advisors, LLC | 10,427 | $290.7K | 0.00% | −210−2.0% | Reduced |
| Lake Street Advisors Group, LLC | 10,433 | $290.9K | 0.01% | −396−3.7% | Reduced |
| Titleist Asset Management, LLC | 10,442 | $291.1K | 0.05% | −4,815−31.6% | Reduced |
| Ossiam | 10,471 | $291.9K | 0.01% | −21,053−66.8% | Reduced |
| Zuckerman Investment Group, LLC | 10,520 | $293.3K | 0.03% | 00.0% | Unchanged |
| Capital Advisors Inc | 10,585 | $295.1K | 0.01% | −1,800−14.5% | Reduced |
| Horizon Investments, LLC | 10,701 | $296.1K | 0.01% | +148+1.4% | Added |
| Alta Wealth Advisors LLC | 10,690 | $298.0K | 0.15% | −2,099−16.4% | Reduced |
| Checchi Capital Advisers, LLC | 10,850 | $302.5K | 0.02% | −87−0.8% | Reduced |
| Montis Financial, LLC | 10,873 | $303.1K | 0.14% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 11,000 | $306.7K | 0.13% | −212−1.9% | Reduced |
| Wellington Wealth Strategies, LLC. | 11,027 | $307.4K | 0.15% | +11,027 | New |
| Geneos Wealth Management Inc. | 11,290 | $314.8K | 0.01% | −1,758−13.5% | Reduced |
| Fielder Capital Group LLC | 11,353 | $316.5K | 0.14% | +119+1.1% | Added |
| Trust Co of Toledo NA | 11,378 | $317.2K | 0.05% | +1,666+17.2% | Added |
| Hara Capital LLC | 11,412 | $318.2K | 0.19% | −105−0.9% | Reduced |
| Meritage Portfolio Management | 11,450 | $319.0K | 0.02% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 11,491 | $320.4K | 0.01% | +11,491 | New |
| Equitable Holdings, Inc. | 11,694 | $326.0K | 0.00% | +344+3.0% | Added |
| 180 Wealth Advisors, LLC | 11,762 | $327.9K | 0.06% | +329+2.9% | Added |
| Quadrant Capital Group LLC | 11,845 | $330.2K | 0.03% | −605−4.9% | Reduced |
| HighPoint Advisor Group LLC | 11,859 | $332.0K | 0.02% | +48+0.4% | Added |
| Wedmont Private Capital | 12,003 | $334.6K | 0.02% | −872−6.8% | Reduced |
| Sky Investment Group LLC | 12,057 | $336.1K | 0.06% | +100+0.8% | Added |
| RBA Wealth Management, LLC | 12,084 | $336.9K | 0.14% | −17−0.1% | Reduced |
| CIBC Private Wealth Group, LLC | 12,069 | $338.1K | 0.00% | −2,739−18.5% | Reduced |
| Investment Management Corp of Ontario | 12,159 | $339.0K | 0.01% | −5,500−31.1% | Reduced |
| PFG Investments, LLC | 12,172 | $339.4K | 0.02% | +12,172 | New |
| Cypress Asset Management Inc | 12,090 | $346.8K | 0.09% | −480−3.8% | Reduced |
| Synovus Financial Corp | 12,527 | $349.3K | 0.00% | −198−1.6% | Reduced |
| Algert Global LLC | 12,570 | $350.5K | 0.01% | +12,570 | New |
| Mather Group, LLC. | 13,751 | $350.9K | 0.01% | 00.0% | Unchanged |
| Portman Square Capital LLP | 12,616 | $351.7K | 0.08% | −57,497−82.0% | Reduced |