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 |
|---|---|---|---|---|---|
| Horizon Investments, LLC | 10,935 | $316.0K | 0.01% | +474+4.5% | Added |
| First Interstate Bank | 10,934 | $316.0K | 0.02% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 10,920 | $315.6K | 0.01% | −138,374−92.7% | Reduced |
| V-Square Quantitative Management LLC | 10,660 | $308.1K | 0.04% | −2,477−18.9% | Reduced |
| Wedmont Private Capital | 12,072 | $303.7K | 0.02% | +1,601+15.3% | Added |
| SevenBridge Financial Group, LLC | 12,480 | $301.1K | 0.06% | −2,123−14.5% | Reduced |
| MeadowBrook Investment Advisors LLC | 10,100 | $291.9K | 0.27% | −2,165−17.7% | Reduced |
| Choate Investment Advisors | 10,067 | $290.9K | 0.01% | −108−1.1% | Reduced |
| HighPoint Advisor Group LLC | 11,398 | $290.8K | 0.02% | +313+2.8% | Added |
| Fifth Third Wealth Advisors LLC | 10,001 | $289.0K | 0.01% | +921+10.1% | Added |
| Smartleaf Asset Management LLC | 10,038 | $287.4K | 0.03% | −275−2.7% | Reduced |
| Legacy Financial Advisors, Inc. | 9,937 | $287.2K | 0.05% | −31−0.3% | Reduced |
| Quest Partners LLC | 9,922 | $286.7K | 0.03% | −15,624−61.2% | Reduced |
| Cornerstone Wealth Management, LLC | 9,891 | $285.9K | 0.02% | +1,619+19.6% | Added |
| First Citizens Bank & Trust Co | 9,808 | $283.5K | 0.01% | −318−3.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 9,787 | $282.8K | 0.00% | +1,182+13.7% | Added |
| Martingale Asset Management L P | 9,719 | $280.9K | 0.01% | −21−0.2% | Reduced |
| CX Institutional | 9,586 | $277.0K | 0.01% | −471−4.7% | Reduced |
| Meritage Portfolio Management | 9,561 | $276.3K | 0.02% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 9,546 | $275.9K | 0.00% | −870−8.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 9,535 | $275.6K | 0.00% | −1,519−13.7% | Reduced |
| SFMG, LLC | 9,474 | $273.8K | 0.02% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 9,474 | $273.8K | 0.00% | +1,347+16.6% | Added |
| KLCM Advisors, Inc. | 9,455 | $273.3K | 0.03% | −532,522−98.3% | Reduced |
| Berry Wealth Group, LP | 9,396 | $271.5K | 0.21% | −1,847−16.4% | Reduced |
| Norden Group LLC | 9,345 | $270.1K | 0.03% | +729+8.5% | Added |
| Saxon Interests, Inc. | 9,319 | $269.3K | 0.13% | +451+5.1% | Added |
| Frank, Rimerman Advisors LLC | 9,313 | $269.1K | 0.02% | +53+0.6% | Added |
| Hudson Valley Investment Advisors Inc | 9,288 | $268.4K | 0.03% | −800−7.9% | Reduced |
| Capital Advisors Inc | 9,288 | $268.4K | 0.01% | −998−9.7% | Reduced |
| Wedbush Securities Inc | 9,225 | $267.0K | 0.01% | −3,075−25.0% | Reduced |
| Gladstone Institutional Advisory LLC | 9,230 | $266.8K | 0.01% | +870+10.4% | Added |
| Wellington Shields Capital Management, LLC | 9,225 | $266.6K | 0.05% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 9,213 | $266.2K | 0.01% | −266−2.8% | Reduced |
| Meridian Wealth Management, LLC | 9,212 | $266.2K | 0.01% | +29+0.3% | Added |
| Texas Capital Bank Wealth Management Services Inc | 9,207 | $266.1K | 0.03% | +9,207 | New |
| Parallel Advisors, LLC | 9,143 | $264.2K | 0.01% | +320+3.6% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 9,000 | $260.1K | 0.17% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 8,801 | $254.3K | 0.02% | −40.0% | Reduced |
| 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 |
| Aware Super Pty Ltd as trustee of Aware Super | 8,690 | $251.1K | 0.00% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 8,638 | $249.6K | 0.06% | −120−1.4% | Reduced |
| AE Wealth Management LLC | 8,576 | $247.8K | 0.00% | +8,576 | New |
| Valeo Financial Advisors, LLC | 8,542 | $246.9K | 0.01% | −784−8.4% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 8,530 | $246.5K | 0.02% | +91+1.1% | Added |
| Keel Point, LLC | 8,505 | $245.8K | 0.02% | +275+3.3% | Added |
| M.E. Allison & Co., Inc. | 8,486 | $245.2K | 0.24% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 8,479 | $245.0K | 0.11% | −559−6.2% | Reduced |
| Ci Investments Inc. | 8,460 | $244.0K | 0.00% | +86+1.0% | Added |
| Skopos Labs, Inc. | 8,373 | $242.0K | 0.05% | +3,346+66.6% | Added |
| NBC Securities, Inc. | 8,361 | $241.0K | 0.02% | +8,352+92,800.0% | Added |
| Lido Advisors, LLC | 8,264 | $238.8K | 0.00% | −85−1.0% | Reduced |
| Sagespring Wealth Partners, LLC | 8,192 | $236.7K | 0.01% | +8,192 | New |
| PFG Investments, LLC | 8,169 | $236.1K | 0.02% | +8,169 | New |
| Menard Financial Group LLC | 10,293 | $236.0K | 0.15% | +10,293 | New |
| Fidelis Capital Partners, LLC | 9,226 | $234.1K | 0.02% | −159−1.7% | Reduced |
| Vontobel Holding Ltd. | 8,052 | $232.7K | 0.00% | +8,052 | New |
| Howard Bailey Securities, LLC | 7,887 | $227.9K | 0.08% | −1,080−12.0% | Reduced |
| Ossiam | 7,802 | $225.5K | 0.00% | +3,308+73.6% | Added |
| JBR Co Financial Management Inc | 7,736 | $223.6K | 0.13% | +7,736 | New |
| KCM Investment Advisors LLC | 7,716 | $223.0K | 0.01% | +7,716 | New |
| Simplicity Wealth,LLC | 7,714 | $222.9K | 0.02% | −756−8.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 7,682 | $222.0K | 0.01% | +7,682 | New |
| Rossby Financial, LCC | 8,658 | $219.7K | 0.09% | −36−0.4% | Reduced |
| Fielder Capital Group LLC | 7,576 | $219.0K | 0.06% | +7,576 | New |
| Montis Financial, LLC | 7,537 | $217.8K | 0.06% | −3,336−30.7% | Reduced |
| Concurrent Investment Advisors, LLC | 7,525 | $217.5K | 0.01% | −9,889−56.8% | Reduced |
| Coordinated Financial Services, Inc. | 7,517 | $217.2K | 0.17% | +7,517 | New |
| Syon Capital LLC | 7,512 | $217.1K | 0.02% | +7,512 | New |
| TrueMark Investments, LLC | 7,457 | $215.5K | 0.06% | +7,457 | New |
| Summit Financial, LLC | 7,449 | $215.3K | 0.01% | +7,449 | New |
| Cigna Investments Inc | 7,455 | $215.0K | 0.04% | +7,455 | New |
| Benjamin Edwards Inc | 7,418 | $214.4K | 0.00% | −2,954−28.5% | Reduced |
| Colonial Trust Co | 7,393 | $213.7K | 0.03% | −845−10.3% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,391 | $213.6K | 0.01% | −66,179−90.0% | Reduced |
| Prospera Financial Services Inc | 7,382 | $213.4K | 0.00% | +7,382 | New |
| Zuckerman Investment Group, LLC | 7,370 | $213.0K | 0.02% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 7,363 | $212.8K | 0.08% | +7,363 | New |
| Thompson Davis & Co., Inc. | 7,360 | $212.7K | 0.17% | +7,360 | New |
| Lifeworks Advisors, LLC | 7,337 | $212.0K | 0.04% | +7,337 | New |
| Crestmont Private Wealth LLC | 7,325 | $211.7K | 0.09% | +7,325 | New |
| Ausdal Financial Partners, Inc. | 7,282 | $210.4K | 0.02% | +7,282 | New |
| Manchester Financial Inc | 7,253 | $209.6K | 0.05% | +7,253 | New |
| Essex Financial Services, Inc. | 7,246 | $209.4K | 0.02% | −1,028−12.4% | Reduced |
| State of Wyoming | 7,228 | $208.9K | 0.03% | −6,851−48.7% | Reduced |
| Trust Investment Advisors | 7,220 | $208.7K | 0.13% | +7,220 | New |
| Riverwater Partners LLC | 7,183 | $207.6K | 0.11% | +7,183 | New |
| Argentarii, LLC | 7,179 | $207.5K | 0.10% | −1,388−16.2% | Reduced |
| Avidian Wealth Solutions, LLC | 7,162 | $207.0K | 0.01% | +7,162 | New |
| Pensionmark Financial Group, LLC | 7,127 | $206.0K | 0.01% | +7,127 | New |
| Encompass More Asset Management | 7,120 | $205.8K | 0.06% | +7,120 | New |
| Clarius Group, LLC | 7,087 | $204.8K | 0.01% | +7,087 | New |
| Graypoint LLC | 7,047 | $203.7K | 0.01% | +7,047 | New |
| Ethic Inc. | 7,003 | $203.6K | 0.00% | +7,003 | New |
| One Wealth Capital Management, LLC | 7,022 | $202.9K | 0.11% | +7,022 | New |
| LRI Investments, LLC | 6,963 | $201.2K | 0.02% | −2,984−30.0% | Reduced |
| Csenge Advisory Group | 7,768 | $200.8K | 0.01% | −2,005−20.5% | Reduced |
| Private Wealth Asset Management, LLC | 6,871 | $198.6K | 0.03% | +6,871 | New |
| Exchange Traded Concepts, LLC | 6,816 | $197.0K | 0.00% | −1,248−15.5% | Reduced |