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 |
|---|---|---|---|---|---|
| TD Private Client Wealth LLC | 3,579 | $103.4K | 0.00% | −137−3.7% | Reduced |
| Huntington National Bank | 3,594 | $103.9K | 0.00% | −1,473−29.1% | Reduced |
| Johnson Financial Group, Inc. | 3,922 | $113.3K | 0.01% | +2,547+185.2% | Added |
| Capital A Wealth Management, LLC | 3,961 | $114.5K | 0.12% | −1,000−20.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 3,974 | $115.0K | 0.01% | +160+4.2% | Added |
| Harbour Investments, Inc. | 4,435 | $128.2K | 0.00% | −495−10.0% | Reduced |
| Armstrong Advisory Group, Inc | 5,060 | $129.2K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 4,488 | $129.7K | 0.01% | +616+15.9% | Added |
| Riverview Trust Co | 4,542 | $131.3K | 0.13% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 4,558 | $131.7K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 4,586 | $132.5K | 0.00% | −391−7.9% | Reduced |
| Hara Capital LLC | 4,707 | $136.0K | 0.09% | −290−5.8% | Reduced |
| Siemens Fonds Invest GmbH | 4,737 | $136.9K | 0.01% | +4,737 | New |
| Signaturefd, LLC | 5,038 | $145.6K | 0.00% | −509−9.2% | Reduced |
| Leonteq Securities AG | 5,134 | $148.1K | 0.01% | −14,655−74.1% | Reduced |
| Umb Bank N A | 5,312 | $153.5K | 0.00% | +958+22.0% | Added |
| Westpac Banking Corp | 5,383 | $155.6K | 0.01% | −18,391−77.4% | Reduced |
| Olistico Wealth, LLC | 5,800 | $167.6K | 0.10% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 5,866 | $169.6K | 0.00% | +620+11.8% | Added |
| South Dakota Investment Council | 6,393 | $185.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 6,417 | $185.4K | 0.01% | +1,449+29.2% | Added |
| Assetmark, Inc | 6,681 | $193.1K | 0.00% | −95,748−93.5% | Reduced |
| Manchester Capital Management LLC | 6,811 | $196.8K | 0.02% | −1,293−16.0% | Reduced |
| Exchange Traded Concepts, LLC | 6,816 | $197.0K | 0.00% | −1,248−15.5% | Reduced |
| Private Wealth Asset Management, LLC | 6,871 | $198.6K | 0.03% | +6,871 | New |
| Csenge Advisory Group | 7,768 | $200.8K | 0.01% | −2,005−20.5% | Reduced |
| LRI Investments, LLC | 6,963 | $201.2K | 0.02% | −2,984−30.0% | Reduced |
| One Wealth Capital Management, LLC | 7,022 | $202.9K | 0.11% | +7,022 | New |
| Ethic Inc. | 7,003 | $203.6K | 0.00% | +7,003 | New |
| Graypoint LLC | 7,047 | $203.7K | 0.01% | +7,047 | New |
| Clarius Group, LLC | 7,087 | $204.8K | 0.01% | +7,087 | New |
| Encompass More Asset Management | 7,120 | $205.8K | 0.06% | +7,120 | New |
| Pensionmark Financial Group, LLC | 7,127 | $206.0K | 0.01% | +7,127 | New |
| Avidian Wealth Solutions, LLC | 7,162 | $207.0K | 0.01% | +7,162 | New |
| Argentarii, LLC | 7,179 | $207.5K | 0.10% | −1,388−16.2% | Reduced |
| Riverwater Partners LLC | 7,183 | $207.6K | 0.11% | +7,183 | New |
| Trust Investment Advisors | 7,220 | $208.7K | 0.13% | +7,220 | New |
| State of Wyoming | 7,228 | $208.9K | 0.03% | −6,851−48.7% | Reduced |
| Essex Financial Services, Inc. | 7,246 | $209.4K | 0.02% | −1,028−12.4% | Reduced |
| Manchester Financial Inc | 7,253 | $209.6K | 0.05% | +7,253 | New |
| Ausdal Financial Partners, Inc. | 7,282 | $210.4K | 0.02% | +7,282 | New |
| Crestmont Private Wealth LLC | 7,325 | $211.7K | 0.09% | +7,325 | New |
| Lifeworks Advisors, LLC | 7,337 | $212.0K | 0.04% | +7,337 | New |
| Thompson Davis & Co., Inc. | 7,360 | $212.7K | 0.17% | +7,360 | New |
| Florida Financial Advisors, LLC | 7,363 | $212.8K | 0.08% | +7,363 | New |
| Zuckerman Investment Group, LLC | 7,370 | $213.0K | 0.02% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 7,382 | $213.4K | 0.00% | +7,382 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,391 | $213.6K | 0.01% | −66,179−90.0% | Reduced |
| Colonial Trust Co | 7,393 | $213.7K | 0.03% | −845−10.3% | Reduced |
| Benjamin Edwards Inc | 7,418 | $214.4K | 0.00% | −2,954−28.5% | Reduced |
| Cigna Investments Inc | 7,455 | $215.0K | 0.04% | +7,455 | New |
| Summit Financial, LLC | 7,449 | $215.3K | 0.01% | +7,449 | New |
| TrueMark Investments, LLC | 7,457 | $215.5K | 0.06% | +7,457 | New |
| Syon Capital LLC | 7,512 | $217.1K | 0.02% | +7,512 | New |
| Coordinated Financial Services, Inc. | 7,517 | $217.2K | 0.17% | +7,517 | New |
| Concurrent Investment Advisors, LLC | 7,525 | $217.5K | 0.01% | −9,889−56.8% | Reduced |
| Montis Financial, LLC | 7,537 | $217.8K | 0.06% | −3,336−30.7% | Reduced |
| Fielder Capital Group LLC | 7,576 | $219.0K | 0.06% | +7,576 | New |
| Rossby Financial, LCC | 8,658 | $219.7K | 0.09% | −36−0.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 7,682 | $222.0K | 0.01% | +7,682 | New |
| Simplicity Wealth,LLC | 7,714 | $222.9K | 0.02% | −756−8.9% | Reduced |
| KCM Investment Advisors LLC | 7,716 | $223.0K | 0.01% | +7,716 | New |
| JBR Co Financial Management Inc | 7,736 | $223.6K | 0.13% | +7,736 | New |
| Ossiam | 7,802 | $225.5K | 0.00% | +3,308+73.6% | Added |
| Howard Bailey Securities, LLC | 7,887 | $227.9K | 0.08% | −1,080−12.0% | Reduced |
| Vontobel Holding Ltd. | 8,052 | $232.7K | 0.00% | +8,052 | New |
| Fidelis Capital Partners, LLC | 9,226 | $234.1K | 0.02% | −159−1.7% | Reduced |
| Menard Financial Group LLC | 10,293 | $236.0K | 0.15% | +10,293 | New |
| PFG Investments, LLC | 8,169 | $236.1K | 0.02% | +8,169 | New |
| Sagespring Wealth Partners, LLC | 8,192 | $236.7K | 0.01% | +8,192 | New |
| Lido Advisors, LLC | 8,264 | $238.8K | 0.00% | −85−1.0% | Reduced |
| NBC Securities, Inc. | 8,361 | $241.0K | 0.02% | +8,352+92,800.0% | Added |
| Skopos Labs, Inc. | 8,373 | $242.0K | 0.05% | +3,346+66.6% | Added |
| Ci Investments Inc. | 8,460 | $244.0K | 0.00% | +86+1.0% | Added |
| New Wave Wealth Advisors LLC | 8,479 | $245.0K | 0.11% | −559−6.2% | Reduced |
| M.E. Allison & Co., Inc. | 8,486 | $245.2K | 0.24% | 00.0% | Unchanged |
| Keel Point, LLC | 8,505 | $245.8K | 0.02% | +275+3.3% | Added |
| Sheaff Brock Investment Advisors, LLC | 8,530 | $246.5K | 0.02% | +91+1.1% | Added |
| Valeo Financial Advisors, LLC | 8,542 | $246.9K | 0.01% | −784−8.4% | Reduced |
| AE Wealth Management LLC | 8,576 | $247.8K | 0.00% | +8,576 | New |
| Scissortail Wealth Management, LLC | 8,638 | $249.6K | 0.06% | −120−1.4% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 8,690 | $251.1K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 8,780 | $253.7K | 0.00% | −62,520−87.7% | Reduced |
| Blackhawk Capital Partners LLC. | 8,780 | $253.7K | 0.13% | −3,909−30.8% | Reduced |
| Verdence Capital Advisors LLC | 8,801 | $254.3K | 0.02% | −40.0% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 9,000 | $260.1K | 0.17% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 9,143 | $264.2K | 0.01% | +320+3.6% | Added |
| Texas Capital Bank Wealth Management Services Inc | 9,207 | $266.1K | 0.03% | +9,207 | New |
| Meridian Wealth Management, LLC | 9,212 | $266.2K | 0.01% | +29+0.3% | Added |
| Perigon Wealth Management, LLC | 9,213 | $266.2K | 0.01% | −266−2.8% | Reduced |
| Wellington Shields Capital Management, LLC | 9,225 | $266.6K | 0.05% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 9,230 | $266.8K | 0.01% | +870+10.4% | Added |
| Wedbush Securities Inc | 9,225 | $267.0K | 0.01% | −3,075−25.0% | Reduced |
| Capital Advisors Inc | 9,288 | $268.4K | 0.01% | −998−9.7% | Reduced |
| Hudson Valley Investment Advisors Inc | 9,288 | $268.4K | 0.03% | −800−7.9% | Reduced |
| Frank, Rimerman Advisors LLC | 9,313 | $269.1K | 0.02% | +53+0.6% | Added |
| Saxon Interests, Inc. | 9,319 | $269.3K | 0.13% | +451+5.1% | Added |
| Norden Group LLC | 9,345 | $270.1K | 0.03% | +729+8.5% | Added |
| Berry Wealth Group, LP | 9,396 | $271.5K | 0.21% | −1,847−16.4% | Reduced |
| KLCM Advisors, Inc. | 9,455 | $273.3K | 0.03% | −532,522−98.3% | Reduced |