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 |
|---|---|---|---|---|---|
| DT Investment Partners, LLC | 563 | $16.3K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 549 | $15.9K | 0.00% | +35+6.8% | Added |
| SRS Capital Advisors, Inc. | 544 | $15.7K | 0.00% | −5,512−91.0% | Reduced |
| Greykasell Wealth Strategies, Inc. | 540 | $15.6K | 0.01% | +540 | New |
| Beacon Capital Management, LLC | 530 | $15.3K | 0.00% | +3+0.6% | Added |
| Nalls Sherbakoff Group, LLC | 524 | $15.1K | 0.01% | +524 | New |
| Asset Planning,Inc | 512 | $14.8K | 0.01% | +4+0.8% | Added |
| NewSquare Capital LLC | 489 | $14.1K | 0.00% | +400+449.4% | Added |
| Colonial Trust Advisors | 462 | $13.4K | 0.00% | −454−49.6% | Reduced |
| JFS Wealth Advisors, LLC | 459 | $13.3K | 0.00% | +5+1.1% | Added |
| Albion Financial Group | 449 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 440 | $12.7K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 425 | $12.3K | 0.00% | +425 | New |
| Whittier Trust Co | 413 | $11.9K | 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 |
| Rogco, LP | 384 | $11.1K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 382 | $11.0K | 0.00% | +382 | New |
| Private Wealth Management Group, LLC | 381 | $11.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 376 | $10.9K | 0.00% | −175−31.8% | Reduced |
| Zions Bancorporation, National Association | 364 | $10.5K | 0.00% | +364 | New |
| BankPlus Trust Department | 358 | $10.3K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 332 | $10.0K | 0.00% | +7+2.2% | Added |
| HHM Wealth Advisors, LLC | 345 | $9.98K | 0.00% | +2+0.6% | Added |
| WFA Asset Management Corp | 339 | $9.45K | 0.00% | −10,361−96.8% | Reduced |
| Glass Jacobson Investment Advisors llc | 361 | $9.22K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 318 | $9.19K | 0.00% | +318 | New |
| Atlas Capital Advisors LLC | 308 | $8.90K | 0.00% | +308 | New |
| Sofos Investments, Inc. | 301 | $8.70K | 0.00% | +301 | New |
| Glen Eagle Advisors, LLC | 300 | $8.67K | 0.00% | −300−50.0% | Reduced |
| ORG Partners LLC | 292 | $8.54K | 0.00% | −587−66.8% | Reduced |
| Saudi Central Bank | 290 | $8.38K | 0.04% | +290 | New |
| Sierra Ocean, LLC | 284 | $8.23K | 0.01% | +93+48.7% | Added |
| Creekmur Asset Management LLC | 278 | $8.04K | 0.00% | −101−26.6% | Reduced |
| Cromwell Holdings LLC | 274 | $7.92K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 274 | $7.92K | 0.00% | +274 | New |
| CNB Bank | 260 | $7.51K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 258 | $7.46K | 0.00% | −12−4.4% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 257 | $7.43K | 0.01% | +257 | New |
| Activest Wealth Management | 236 | $6.82K | 0.00% | +236 | New |
| Blue Bell Private Wealth Management, LLC | 233 | $6.73K | 0.00% | +200+606.1% | Added |
| Cetera Trust Company, N.A | 232 | $6.71K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 227 | $6.56K | 0.00% | −72−24.1% | Reduced |
| First Financial Corp | 227 | $6.56K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 222 | $6.42K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 221 | $6.39K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 219 | $6.33K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 250 | $6.32K | 0.00% | +250 | New |
| Valued Wealth Advisors LLC | 212 | $6.12K | 0.00% | +28+15.2% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 218 | $6.00K | 0.00% | +218 | New |
| Kentucky Trust Co | 200 | $5.78K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 63 | $5.43K | 0.00% | −125−66.5% | Reduced |
| Greenline Partners, LLC | 184 | $5.32K | 0.00% | +184 | New |
| PrairieView Partners, LLC | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 172 | $4.97K | 0.00% | +18+11.7% | Added |
| Tidemark, LLC | 164 | $4.74K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 145 | $4.19K | 0.00% | +21+16.9% | Added |
| Retirement Wealth Solutions LLC | 141 | $4.07K | 0.00% | +1+0.7% | Added |
| Roble, Belko & Company, Inc | 154 | $4.00K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 129 | $3.73K | 0.00% | +129 | New |
| DAGCO, Inc. | 124 | $3.58K | 0.00% | +124 | New |
| Key Financial Inc | 120 | $3.47K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 117 | $3.38K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 116 | $3.35K | 0.00% | −601−83.8% | Reduced |
| Kestra Investment Management, LLC | 114 | $3.29K | 0.00% | +14+14.0% | Added |
| Cherry Tree Wealth Management, LLC | 110 | $3.18K | 0.00% | +110 | New |
| Rakuten Securities, Inc. | 108 | $3.12K | 0.00% | −116−51.8% | Reduced |
| Ruedi Wealth Management, Inc. | 106 | $3.06K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 104 | $3.01K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 100 | $3.00K | 0.00% | −50−33.3% | Reduced |
| Capital Advisors, Ltd. LLC | 98 | $3.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 90 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 110 | $3.00K | 0.00% | +110 | New |
| Winch Advisory Services, LLC | 101 | $2.91K | 0.00% | +1+1.0% | Added |
| Crews Bank & Trust | 100 | $2.89K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 100 | $2.89K | 0.00% | +100 | New |
| Global Financial Private Client, LLC | 97 | $2.80K | 0.00% | +65+203.1% | Added |
| WPG Advisers, LLC | 97 | $2.80K | 0.00% | +81+506.3% | Added |
| Synergy Investment Management, LLC | 94 | $2.72K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 93 | $2.69K | 0.00% | −179−65.8% | Reduced |
| Granite FO LLC | 92 | $2.66K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 91 | $2.63K | 0.00% | −350−79.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 89 | $2.57K | 0.00% | +2+2.3% | Added |
| Abound Wealth Management | 88 | $2.56K | 0.00% | −8−8.3% | Reduced |
| Prestige Wealth Management Group LLC | 85 | $2.46K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 77 | $2.23K | 0.00% | +66+600.0% | Added |
| HM Payson & Co | 70 | $2.02K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 70 | $2.02K | 0.00% | +70 | New |
| Valley National Advisers Inc | 71 | $2.00K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 64 | $1.85K | 0.00% | +64 | New |
| Hollencrest Capital Management | 58 | $1.68K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 57 | $1.66K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 57 | $1.65K | 0.00% | +7+14.0% | Added |
| JNBA Financial Advisors | 54 | $1.56K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 49 | $1.42K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 44 | $1.27K | 0.00% | +44 | New |
| Orion Capital Management LLC | 41 | $1.19K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 40 | $1.16K | 0.00% | +5+14.3% | Added |
| Garde Capital, Inc. | 40 | $1.16K | 0.00% | +40 | New |
| Clark Wealth Partners | 39 | $1.13K | 0.00% | 00.0% | Unchanged |