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 |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 4,930 | $125.9K | 0.00% | +48+1.0% | Added |
| Pinnacle Holdings, LLC | 4,818 | $123.1K | 0.05% | +4,818 | New |
| Truvestments Capital LLC | 4,722 | $120.6K | 0.03% | −75−1.6% | Reduced |
| IFP Advisors, Inc | 4,664 | $119.1K | 0.00% | +633+15.7% | Added |
| Eagle Bay Advisors LLC | 4,613 | $117.8K | 0.07% | +246+5.6% | Added |
| GeoWealth Management, LLC | 4,558 | $116.4K | 0.00% | +265+6.2% | Added |
| Riverview Trust Co | 4,542 | $116.0K | 0.11% | 00.0% | Unchanged |
| Ossiam | 4,494 | $114.8K | 0.00% | −16,583−78.7% | Reduced |
| Cary Street Partners Financial LLC | 4,492 | $114.7K | 0.00% | +4,492 | New |
| Umb Bank N A | 4,354 | $111.2K | 0.00% | +1,041+31.4% | Added |
| MAI Capital Management | 3,916 | $100.0K | 0.00% | +3,916 | New |
| 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 |
| Quent Capital, LLC | 3,872 | $98.9K | 0.01% | −1,631−29.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 3,814 | $98.0K | 0.01% | +114+3.1% | Added |
| Lindbrook Capital, LLC | 3,776 | $96.4K | 0.01% | +683+22.1% | Added |
| Caitong International Asset Management Co., Ltd | 3,766 | $96.2K | 0.09% | +3,766 | New |
| TD Private Client Wealth LLC | 3,716 | $94.9K | 0.00% | +274+8.0% | Added |
| Bartlett & Co. Wealth Management LLC | 3,620 | $92.5K | 0.00% | +2,600+254.9% | Added |
| Delaware Ladera Management Company, Inc. | 3,525 | $90.0K | 30.18% | +3,525 | New |
| Larson Financial Group LLC | 3,345 | $85.4K | 0.00% | +2,383+247.7% | Added |
| Lavaca Capital LLC | 3,295 | $84.2K | 0.04% | +3,295 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,000 | $83.5K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 3,216 | $82.1K | 0.00% | −1,153−26.4% | Reduced |
| Bruce G. Allen Investments, LLC | 2,921 | $74.6K | 0.06% | −112−3.7% | Reduced |
| Salem Investment Counselors Inc | 2,624 | $67.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,525 | $64.5K | 0.01% | +742+41.6% | Added |
| Tobam | 2,313 | $59.0K | 0.02% | −305−11.7% | Reduced |
| Farmers & Merchants Investments Inc | 2,305 | $58.9K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,266 | $57.9K | 0.00% | −1,429−38.7% | Reduced |
| Versant Capital Management, Inc | 2,205 | $56.3K | 0.01% | +1,365+162.5% | Added |
| Security National Bank | 2,150 | $54.9K | 0.01% | −207,262−99.0% | Reduced |
| Private Trust Co NA | 2,140 | $54.7K | 0.01% | +356+20.0% | Added |
| Montag A & Associates Inc | 2,074 | $53.0K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 1,974 | $50.4K | 0.00% | +1,974 | New |
| Penserra Capital Management LLC | 1,927 | $48.0K | 0.00% | +1,864+2,958.7% | Added |
| Nemes Rush Group LLC | 1,876 | $47.9K | 0.01% | +1,876 | New |
| Massmutual Trust Co FSB | 1,814 | $46.3K | 0.00% | +324+21.7% | Added |
| VSM Wealth Advisory, LLC | 1,800 | $46.0K | 0.02% | +1,800 | New |
| Deseret Mutual Benefit Administrators | 1,722 | $44.0K | 0.02% | +429+33.2% | Added |
| Plato Investment Management Ltd | 1,687 | $43.2K | 0.00% | +1,687 | New |
| LGT Financial Advisors LLC | 1,670 | $42.7K | 0.09% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 1,594 | $40.7K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,547 | $39.5K | 0.00% | +127+8.9% | Added |
| Johnson Financial Group, Inc. | 1,375 | $38.1K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1,477 | $37.7K | 0.01% | −140−8.7% | Reduced |
| Hantz Financial Services, Inc. | 1,368 | $35.0K | 0.00% | −7,902−85.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,369 | $35.0K | 0.00% | +90+7.0% | Added |
| Cary Street Partner Investment Advisory LLC | 1,307 | $33.4K | 0.02% | +1,307 | New |
| Harbor Investment Advisory, LLC | 1,278 | $32.6K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 1,270 | $32.4K | 0.03% | +1,270 | New |
| Quarry LP | 1,269 | $32.4K | 0.01% | −2,087−62.2% | Reduced |
| MCF Advisors LLC | 1,246 | $31.8K | 0.00% | +869+230.5% | Added |
| Independence Bank of Kentucky | 1,202 | $30.7K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 1,173 | $30.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,131 | $28.9K | 0.00% | +744+192.2% | Added |
| Winnow Wealth LLC | 1,138 | $28.8K | 0.03% | +1,138 | New |
| Hexagon Capital Partners LLC | 1,122 | $28.7K | 0.01% | +62+5.8% | Added |
| Ronald Blue Trust, Inc. | 1,091 | $27.9K | 0.00% | −6,109−84.8% | Reduced |
| Silicon Valley Capital Partners | 1,051 | $26.8K | 0.00% | +8+0.8% | Added |
| Pin Oak Investment Advisors Inc | 1,080 | $26.0K | 0.02% | 00.0% | Unchanged |
| City State Bank | 1,003 | $25.6K | 0.01% | +1,003 | New |
| 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 |
| Hartford Financial Management Inc. | 988 | $25.2K | 0.01% | +72+7.9% | Added |
| Bullock Wealth Management Group | 981 | $25.1K | 0.01% | +981 | New |
| Park Place Capital Corp | 955 | $24.4K | 0.01% | −339−26.2% | Reduced |
| Carolinas Wealth Consulting LLC | 937 | $23.9K | 0.00% | +125+15.4% | Added |
| Colonial Trust Advisors | 916 | $23.4K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 907 | $23.2K | 0.01% | +176+24.1% | Added |
| Investors Research Corp | 903 | $23.1K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 879 | $22.5K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 832 | $21.3K | 0.00% | +832 | New |
| West Oak Capital, LLC | 802 | $20.5K | 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 |
| Hall Laurie J Trustee | 800 | $20.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 718 | $18.3K | 0.00% | +118+19.7% | Added |
| Asset Dedication, LLC | 717 | $18.3K | 0.00% | −60−7.7% | Reduced |
| Bayforest Capital Ltd | 709 | $18.1K | 0.02% | +709 | New |
| Kohmann Bosshard Financial Services, LLC | 707 | $18.1K | 0.00% | +707 | New |
| Hemington Wealth Management | 740 | $18.0K | 0.00% | +267+56.4% | Added |
| CoreCap Advisors, LLC | 702 | $17.9K | 0.00% | −248−26.1% | Reduced |
| Rise Advisors, LLC | 619 | $15.8K | 0.01% | +4+0.7% | Added |
| South State Corp. | 602 | $15.4K | 0.00% | 00.0% | Unchanged |
| 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 |
| Strategic Investment Solutions, Inc. | 592 | $15.1K | 0.01% | +3+0.5% | Added |
| Covestor Ltd | 573 | $15.0K | 0.01% | −588−50.6% | Reduced |
| Accredited Wealth Management, LLC | 578 | $14.8K | 0.01% | +578 | New |
| DT Investment Partners, LLC | 563 | $14.4K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 551 | $14.1K | 0.00% | −2,274−80.5% | Reduced |
| Caitlin John, LLC | 540 | $13.8K | 0.01% | −100−15.6% | Reduced |
| Beacon Capital Management, LLC | 527 | $13.5K | 0.00% | +3+0.6% | Added |
| Bell Investment Advisors, Inc | 514 | $13.1K | 0.00% | −199−27.9% | Reduced |
| Asset Planning,Inc | 508 | $13.0K | 0.01% | +508 | New |
| Transcendent Capital Group LLC | 508 | $13.0K | 0.01% | 00.0% | Unchanged |