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 2024
Institutional positions in Coterra Energy Inc. as of Dec 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
- 903
- +81 vs. Q3 2024
- Shares held
- 674.9M
- +20.6M (+3.1%) vs. Q3 2024
- Total value
- $17.2B
- +$1.57B (+10.0%) vs. Q3 2024
- New holders
- 158
- 332 more added
- Sold out
- 77
- 291 more reduced
13 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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, Q4 2024
Shares, value and share of portfolio for each institution holding Coterra Energy Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Albion Financial Group | 449 | $11.5K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 454 | $11.6K | 0.00% | +149+48.9% | Added |
| WR Wealth Planners, LLC | 490 | $12.5K | 0.00% | −130−21.0% | Reduced |
| Transcendent Capital Group LLC | 508 | $13.0K | 0.01% | 00.0% | Unchanged |
| Asset Planning,Inc | 508 | $13.0K | 0.01% | +508 | New |
| Bell Investment Advisors, Inc | 514 | $13.1K | 0.00% | −199−27.9% | Reduced |
| Beacon Capital Management, LLC | 527 | $13.5K | 0.00% | +3+0.6% | Added |
| Caitlin John, LLC | 540 | $13.8K | 0.01% | −100−15.6% | Reduced |
| MV Capital Management, Inc. | 551 | $14.1K | 0.00% | −2,274−80.5% | Reduced |
| DT Investment Partners, LLC | 563 | $14.4K | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 578 | $14.8K | 0.01% | +578 | New |
| Covestor Ltd | 573 | $15.0K | 0.01% | −588−50.6% | Reduced |
| Strategic Investment Solutions, Inc. | 592 | $15.1K | 0.01% | +3+0.5% | Added |
| Tanglewood Legacy Advisors, LLC | 600 | $15.3K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 600 | $15.3K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 600 | $15.3K | 0.00% | +319+113.5% | Added |
| South State Corp. | 602 | $15.4K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 619 | $15.8K | 0.01% | +4+0.7% | Added |
| CoreCap Advisors, LLC | 702 | $17.9K | 0.00% | −248−26.1% | Reduced |
| Hemington Wealth Management | 740 | $18.0K | 0.00% | +267+56.4% | Added |
| Kohmann Bosshard Financial Services, LLC | 707 | $18.1K | 0.00% | +707 | New |
| Bayforest Capital Ltd | 709 | $18.1K | 0.02% | +709 | New |
| Asset Dedication, LLC | 717 | $18.3K | 0.00% | −60−7.7% | Reduced |
| Sandy Spring Bank | 718 | $18.3K | 0.00% | +118+19.7% | Added |
| Hall Laurie J Trustee | 800 | $20.0K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 800 | $20.4K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 800 | $20.4K | 0.01% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 800 | $20.4K | 0.01% | +800 | New |
| West Oak Capital, LLC | 802 | $20.5K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 832 | $21.3K | 0.00% | +832 | New |
| ORG Partners LLC | 879 | $22.5K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 903 | $23.1K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 907 | $23.2K | 0.01% | +176+24.1% | Added |
| Colonial Trust Advisors | 916 | $23.4K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 937 | $23.9K | 0.00% | +125+15.4% | Added |
| Park Place Capital Corp | 955 | $24.4K | 0.01% | −339−26.2% | Reduced |
| Bullock Wealth Management Group | 981 | $25.1K | 0.01% | +981 | New |
| Hartford Financial Management Inc. | 988 | $25.2K | 0.01% | +72+7.9% | Added |
| Adirondack Trust Co | 1,000 | $25.5K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,000 | $25.5K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 1,000 | $25.5K | 0.01% | 00.0% | Unchanged |
| City State Bank | 1,003 | $25.6K | 0.01% | +1,003 | New |
| Pin Oak Investment Advisors Inc | 1,080 | $26.0K | 0.02% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 1,051 | $26.8K | 0.00% | +8+0.8% | Added |
| Ronald Blue Trust, Inc. | 1,091 | $27.9K | 0.00% | −6,109−84.8% | Reduced |
| Hexagon Capital Partners LLC | 1,122 | $28.7K | 0.01% | +62+5.8% | Added |
| Winnow Wealth LLC | 1,138 | $28.8K | 0.03% | +1,138 | New |
| AdvisorNet Financial, Inc | 1,131 | $28.9K | 0.00% | +744+192.2% | Added |
| TCTC Holdings, LLC | 1,173 | $30.0K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1,202 | $30.7K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,246 | $31.8K | 0.00% | +869+230.5% | Added |
| Quarry LP | 1,269 | $32.4K | 0.01% | −2,087−62.2% | Reduced |
| R Squared Ltd | 1,270 | $32.4K | 0.03% | +1,270 | New |
| Harbor Investment Advisory, LLC | 1,278 | $32.6K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,307 | $33.4K | 0.02% | +1,307 | New |
| GPS Wealth Strategies Group, LLC | 1,369 | $35.0K | 0.00% | +90+7.0% | Added |
| Hantz Financial Services, Inc. | 1,368 | $35.0K | 0.00% | −7,902−85.2% | Reduced |
| True Wealth Design, LLC | 1,477 | $37.7K | 0.01% | −140−8.7% | Reduced |
| Johnson Financial Group, Inc. | 1,375 | $38.1K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,547 | $39.5K | 0.00% | +127+8.9% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,594 | $40.7K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 1,670 | $42.7K | 0.09% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 1,687 | $43.2K | 0.00% | +1,687 | New |
| Deseret Mutual Benefit Administrators | 1,722 | $44.0K | 0.02% | +429+33.2% | Added |
| VSM Wealth Advisory, LLC | 1,800 | $46.0K | 0.02% | +1,800 | New |
| Massmutual Trust Co FSB | 1,814 | $46.3K | 0.00% | +324+21.7% | Added |
| Nemes Rush Group LLC | 1,876 | $47.9K | 0.01% | +1,876 | New |
| Penserra Capital Management LLC | 1,927 | $48.0K | 0.00% | +1,864+2,958.7% | Added |
| Optiver Holding B.V. | 1,974 | $50.4K | 0.00% | +1,974 | New |
| Montag A & Associates Inc | 2,074 | $53.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2,140 | $54.7K | 0.01% | +356+20.0% | Added |
| Security National Bank | 2,150 | $54.9K | 0.01% | −207,262−99.0% | Reduced |
| Versant Capital Management, Inc | 2,205 | $56.3K | 0.01% | +1,365+162.5% | Added |
| EverSource Wealth Advisors, LLC | 2,266 | $57.9K | 0.00% | −1,429−38.7% | Reduced |
| Farmers & Merchants Investments Inc | 2,305 | $58.9K | 0.00% | 00.0% | Unchanged |
| Tobam | 2,313 | $59.0K | 0.02% | −305−11.7% | Reduced |
| Parkside Financial Bank & Trust | 2,525 | $64.5K | 0.01% | +742+41.6% | Added |
| Salem Investment Counselors Inc | 2,624 | $67.0K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 2,921 | $74.6K | 0.06% | −112−3.7% | Reduced |
| Federated Hermes, Inc. | 3,216 | $82.1K | 0.00% | −1,153−26.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,000 | $83.5K | 0.00% | 00.0% | Unchanged |
| Lavaca Capital LLC | 3,295 | $84.2K | 0.04% | +3,295 | New |
| Larson Financial Group LLC | 3,345 | $85.4K | 0.00% | +2,383+247.7% | Added |
| Delaware Ladera Management Company, Inc. | 3,525 | $90.0K | 30.18% | +3,525 | New |
| Bartlett & Co. Wealth Management LLC | 3,620 | $92.5K | 0.00% | +2,600+254.9% | Added |
| TD Private Client Wealth LLC | 3,716 | $94.9K | 0.00% | +274+8.0% | Added |
| Caitong International Asset Management Co., Ltd | 3,766 | $96.2K | 0.09% | +3,766 | New |
| Lindbrook Capital, LLC | 3,776 | $96.4K | 0.01% | +683+22.1% | Added |
| Transamerica Financial Advisors, Inc. | 3,814 | $98.0K | 0.01% | +114+3.1% | Added |
| Quent Capital, LLC | 3,872 | $98.9K | 0.01% | −1,631−29.6% | Reduced |
| Legacy Investment Solutions, LLC | 3,636 | $99.6K | 0.07% | −94−2.5% | Reduced |
| Legacy Wealth Managment, LLC | 3,636 | $99.6K | 0.07% | −94−2.5% | Reduced |
| MAI Capital Management | 3,916 | $100.0K | 0.00% | +3,916 | New |
| Umb Bank N A | 4,354 | $111.2K | 0.00% | +1,041+31.4% | Added |
| Cary Street Partners Financial LLC | 4,492 | $114.7K | 0.00% | +4,492 | New |
| Ossiam | 4,494 | $114.8K | 0.00% | −16,583−78.7% | Reduced |
| Riverview Trust Co | 4,542 | $116.0K | 0.11% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 4,558 | $116.4K | 0.00% | +265+6.2% | Added |
| Eagle Bay Advisors LLC | 4,613 | $117.8K | 0.07% | +246+5.6% | Added |
| IFP Advisors, Inc | 4,664 | $119.1K | 0.00% | +633+15.7% | Added |