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 2025
Institutional positions in Coterra Energy Inc. as of Mar 31, 2025. 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
- 923
- +30 vs. Q4 2024
- Shares held
- 688.7M
- +15.3M (+2.3%) vs. Q4 2024
- Total value
- $19.9B
- +$2.68B (+15.6%) vs. Q4 2024
- New holders
- 118
- 334 more added
- Sold out
- 88
- 337 more reduced
10 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Coterra Energy Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GW&K Investment Management, LLC | 332 | $10.0K | 0.00% | +7+2.2% | Added |
| BankPlus Trust Department | 358 | $10.3K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 364 | $10.5K | 0.00% | +364 | New |
| MV Capital Management, Inc. | 376 | $10.9K | 0.00% | −175−31.8% | Reduced |
| Private Wealth Management Group, LLC | 381 | $11.0K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 382 | $11.0K | 0.00% | +382 | New |
| Rogco, LP | 384 | $11.1K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 400 | $11.6K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 400 | $11.6K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 413 | $11.9K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 425 | $12.3K | 0.00% | +425 | New |
| Sachetta, LLC | 440 | $12.7K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 449 | $13.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 459 | $13.3K | 0.00% | +5+1.1% | Added |
| Colonial Trust Advisors | 462 | $13.4K | 0.00% | −454−49.6% | Reduced |
| NewSquare Capital LLC | 489 | $14.1K | 0.00% | +400+449.4% | Added |
| Asset Planning,Inc | 512 | $14.8K | 0.01% | +4+0.8% | Added |
| Nalls Sherbakoff Group, LLC | 524 | $15.1K | 0.01% | +524 | New |
| Beacon Capital Management, LLC | 530 | $15.3K | 0.00% | +3+0.6% | Added |
| Greykasell Wealth Strategies, Inc. | 540 | $15.6K | 0.01% | +540 | New |
| SRS Capital Advisors, Inc. | 544 | $15.7K | 0.00% | −5,512−91.0% | Reduced |
| Bell Investment Advisors, Inc | 549 | $15.9K | 0.00% | +35+6.8% | Added |
| DT Investment Partners, LLC | 563 | $16.3K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 565 | $16.3K | 0.01% | +132+30.5% | Added |
| Accredited Wealth Management, LLC | 578 | $16.7K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 594 | $17.2K | 0.00% | +2+0.3% | Added |
| Sandy Spring Bank | 600 | $17.3K | 0.00% | −118−16.4% | Reduced |
| Tanglewood Legacy Advisors, LLC | 600 | $17.3K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 606 | $17.5K | 0.00% | +6+1.0% | Added |
| Abound Financial, LLC | 666 | $19.2K | 0.01% | +666 | New |
| Optiver Holding B.V. | 675 | $19.5K | 0.00% | −1,299−65.8% | Reduced |
| ORG Wealth Partners, LLC | 751 | $21.8K | 0.01% | +751 | New |
| Cornerstone Planning Group LLC | 871 | $22.1K | 0.01% | +555+175.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 800 | $23.1K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 802 | $23.2K | 0.01% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 806 | $23.3K | 0.02% | +6+0.8% | Added |
| South State Corp. | 815 | $23.6K | 0.00% | +213+35.4% | Added |
| Hemington Wealth Management | 838 | $24.0K | 0.00% | +98+13.2% | Added |
| Beaird Harris Wealth Management, LLC | 832 | $24.0K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 896 | $25.9K | 0.01% | +737+463.5% | Added |
| Fortitude Family Office, LLC | 907 | $26.2K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 937 | $27.1K | 0.01% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 941 | $27.2K | 0.01% | −47−4.8% | Reduced |
| Bullock Wealth Management Group | 981 | $28.5K | 0.02% | 00.0% | Unchanged |
| Adirondack Trust Co | 1,000 | $28.9K | 0.01% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 1,000 | $28.9K | 0.01% | −800−44.4% | Reduced |
| City State Bank | 1,003 | $29.0K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,002 | $29.0K | 0.00% | +1,002 | New |
| Silicon Valley Capital Partners | 1,059 | $30.3K | 0.00% | +8+0.8% | Added |
| Pin Oak Investment Advisors Inc | 1,080 | $31.0K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,125 | $32.5K | 0.00% | +423+60.3% | Added |
| Winnow Wealth LLC | 1,134 | $32.7K | 0.03% | −4−0.4% | Reduced |
| Park Place Capital Corp | 1,144 | $33.1K | 0.01% | +189+19.8% | Added |
| MCF Advisors LLC | 1,174 | $33.9K | 0.00% | −72−5.8% | Reduced |
| Wayfinding Financial, LLC | 1,192 | $34.0K | 0.01% | +1,192 | New |
| Ronald Blue Trust, Inc. | 1,180 | $34.1K | 0.00% | +89+8.2% | Added |
| Independence Bank of Kentucky | 1,202 | $34.7K | 0.01% | 00.0% | Unchanged |
| Tobam | 1,208 | $35.0K | 0.01% | −1,105−47.8% | Reduced |
| Hantz Financial Services, Inc. | 1,270 | $37.0K | 0.00% | −98−7.2% | Reduced |
| Investors Research Corp | 1,311 | $37.9K | 0.01% | +408+45.2% | Added |
| Covestor Ltd | 1,319 | $38.0K | 0.03% | +746+130.2% | Added |
| GPS Wealth Strategies Group, LLC | 1,369 | $39.6K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,423 | $41.1K | 0.01% | +301+26.8% | Added |
| AdvisorNet Financial, Inc | 1,457 | $42.1K | 0.00% | +326+28.8% | Added |
| North Star Investment Management Corp. | 1,548 | $44.7K | 0.00% | +1+0.1% | Added |
| True Wealth Design, LLC | 1,571 | $45.4K | 0.02% | +94+6.4% | Added |
| Catalyst Capital Advisors LLC | 1,580 | $45.7K | 0.00% | +1,580 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1,594 | $46.1K | 0.02% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 1,617 | $46.7K | 0.01% | +1,617 | New |
| Bartlett & Co. Wealth Management LLC | 1,663 | $48.1K | 0.00% | −1,957−54.1% | Reduced |
| Deseret Mutual Benefit Administrators | 1,722 | $49.8K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,750 | $50.6K | 0.02% | +950+118.8% | Added |
| TCTC Holdings, LLC | 1,771 | $51.2K | 0.00% | +598+51.0% | Added |
| Nemes Rush Group LLC | 1,890 | $54.6K | 0.01% | +14+0.7% | Added |
| Lavaca Capital LLC | 2,000 | $57.8K | 0.03% | −1,295−39.3% | Reduced |
| Montag A & Associates Inc | 2,074 | $59.9K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 2,074 | $60.6K | 0.01% | +387+22.9% | Added |
| Lindbrook Capital, LLC | 2,103 | $60.8K | 0.01% | −1,673−44.3% | Reduced |
| Massmutual Trust Co FSB | 2,130 | $61.6K | 0.00% | +316+17.4% | Added |
| Quarry LP | 2,147 | $62.0K | 0.02% | +878+69.2% | Added |
| Security National Bank | 2,150 | $62.1K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 2,294 | $66.3K | 0.00% | +1,860+428.6% | Added |
| Farmers & Merchants Investments Inc | 2,305 | $66.6K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 2,418 | $69.9K | 0.03% | +2,200+1,009.2% | Added |
| Salem Investment Counselors Inc | 2,624 | $75.8K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,000 | $76.1K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2,640 | $76.3K | 0.01% | +500+23.4% | Added |
| Legacy Wealth Managment, LLC | 2,697 | $77.9K | 0.06% | −939−25.8% | Reduced |
| Bruce G. Allen Investments, LLC | 2,859 | $82.6K | 0.07% | −62−2.1% | Reduced |
| Truvestments Capital LLC | 2,868 | $82.9K | 0.02% | −1,854−39.3% | Reduced |
| Caption Management, LLC | 3,000 | $86.7K | 0.00% | −13,000−81.3% | Reduced |
| MAI Capital Management | 3,084 | $89.1K | 0.00% | −832−21.2% | Reduced |
| EverSource Wealth Advisors, LLC | 3,209 | $92.7K | 0.01% | +943+41.6% | Added |
| Federated Hermes, Inc. | 3,236 | $93.5K | 0.00% | +20+0.6% | Added |
| Versant Capital Management, Inc | 3,283 | $94.9K | 0.02% | +1,078+48.9% | Added |
| IFP Advisors, Inc | 3,406 | $98.4K | 0.00% | −1,258−27.0% | Reduced |
| Larson Financial Group LLC | 3,442 | $99.5K | 0.00% | +97+2.9% | Added |
| Ramirez Asset Management, Inc. | 3,500 | $101.2K | 0.02% | −1,500−30.0% | Reduced |
| Bayforest Capital Ltd | 3,521 | $101.8K | 0.04% | +2,812+396.6% | Added |
| Delaware Ladera Management Company, Inc. | 3,525 | $101.9K | 31.73% | 00.0% | Unchanged |