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 2026
Institutional positions in Coterra Energy Inc. as of Mar 31, 2026. 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
- 960
- +85 vs. Q4 2025
- Shares held
- 712.1M
- +87.3M (+14.0%) vs. Q4 2025
- Total value
- $25.0B
- +$8.58B (+52.2%) vs. Q4 2025
- New holders
- 171
- 294 more added
- Sold out
- 86
- 347 more reduced
13 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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 2026
Shares, value and share of portfolio for each institution holding Coterra Energy Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| LRI Investments, LLC | 2,420 | $85.0K | 0.01% | −4,720−66.1% | Reduced |
| SRS Capital Advisors, Inc. | 2,444 | $85.9K | 0.00% | −1,133−31.7% | Reduced |
| Salem Investment Counselors Inc | 2,580 | $90.7K | 0.00% | +2,580 | New |
| Spire Wealth Management | 2,596 | $91.2K | 0.00% | +2,335+894.6% | Added |
| MidFirst Bank | 2,615 | $91.9K | 0.01% | +5+0.2% | Added |
| Legacy Wealth Managment, LLC | 2,642 | $92.8K | 0.05% | −64−2.4% | Reduced |
| Bryn Mawr Trust Co | 2,645 | $92.9K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 2,724 | $95.7K | 0.00% | −502−15.6% | Reduced |
| Root Financial Partners, LLC | 2,848 | $100.1K | 0.00% | +519+22.3% | Added |
| Cedar Mountain Advisors, LLC | 2,879 | $101.2K | 0.02% | +2,004+229.0% | Added |
| Hara Capital LLC | 2,932 | $103.0K | 0.05% | −230−7.3% | Reduced |
| Private Wealth Asset Management, LLC | 2,956 | $103.9K | 0.01% | +29+1.0% | Added |
| TD Private Client Wealth LLC | 3,001 | $105.5K | 0.00% | −323−9.7% | Reduced |
| SBI Securities Co., Ltd. | 3,049 | $107.1K | 0.00% | −5,381−63.8% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,050 | $107.2K | 0.04% | +1,300+74.3% | Added |
| Covestor Ltd | 3,141 | $110.0K | 0.08% | −2,470−44.0% | Reduced |
| Pinnacle Holdings, LLC | 3,146 | $110.5K | 0.04% | −1,640−34.3% | Reduced |
| Federated Hermes, Inc. | 3,181 | $111.8K | 0.00% | −67−2.1% | Reduced |
| Los Angeles Capital Management LLC | 3,226 | $113.4K | 0.00% | −281−8.0% | Reduced |
| Simplex Trading, LLC | 3,248 | $114.1K | 0.00% | +3,248 | New |
| Basecamp Wealth Advisors LLC | 3,378 | $118.7K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 3,627 | $127.5K | 0.04% | +1,644+82.9% | Added |
| MTM Investment Management, LLC | 3,652 | $128.3K | 0.04% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 3,765 | $132.3K | 0.09% | +546+17.0% | Added |
| IFP Advisors, Inc | 3,800 | $133.5K | 0.00% | −819−17.7% | Reduced |
| Ronald Blue Trust, Inc. | 3,883 | $136.4K | 0.00% | +2,939+311.3% | Added |
| Quent Capital, LLC | 4,193 | $147.3K | 0.01% | −361−7.9% | Reduced |
| Rossby Financial, LCC | 4,406 | $149.4K | 0.03% | −319−6.8% | Reduced |
| Larson Financial Group LLC | 4,275 | $150.2K | 0.00% | +975+29.5% | Added |
| Signaturefd, LLC | 4,503 | $158.2K | 0.00% | +155+3.6% | Added |
| Siemens Fonds Invest GmbH | 4,679 | $164.4K | 0.01% | −7,362−61.1% | Reduced |
| Umb Bank N A | 4,714 | $165.7K | 0.00% | +187+4.1% | Added |
| Clearstead Advisors, LLC | 4,771 | $167.7K | 0.00% | −18,580−79.6% | Reduced |
| Banque Cantonale Vaudoise | 5,162 | $181.0K | 0.01% | +4,160+415.2% | Added |
| TD Waterhouse Canada Inc. | 5,391 | $182.9K | 0.00% | +5,201+2,737.4% | Added |
| FIL Ltd | 5,466 | $192.1K | 0.00% | +5,466 | New |
| Independent Wealth Network Inc. | 5,693 | $200.0K | 0.06% | +5,693 | New |
| Sendero Wealth Management, LLC | 5,702 | $200.4K | 0.02% | +5,702 | New |
| Gibbs Wealth Management | 5,710 | $200.6K | 0.03% | +5,710 | New |
| Olistico Wealth, LLC | 5,750 | $202.1K | 0.10% | 00.0% | Unchanged |
| Bokf, NA | 5,786 | $203.3K | 0.00% | −7,766−57.3% | Reduced |
| FSM Wealth Advisors, LLC | 5,863 | $206.0K | 0.03% | −2,596−30.7% | Reduced |
| Petra Financial Advisors Inc | 5,876 | $206.5K | 0.13% | +5,876 | New |
| Norden Group LLC | 5,897 | $207.2K | 0.02% | −3,106−34.5% | Reduced |
| Annex Advisory Services, LLC | 5,902 | $207.4K | 0.00% | +5,902 | New |
| Red Reef Advisors LLC | 5,950 | $209.1K | 0.22% | +5,950 | New |
| KDK Private Wealth Management, LLC | 6,000 | $210.8K | 0.19% | +6,000 | New |
| Delta Capital Management LLC | 6,001 | $211.0K | 0.12% | +6,001 | New |
| Brown Financial Advisors | 6,021 | $211.6K | 0.08% | +6,021 | New |
| NBC Securities, Inc. | 6,036 | $212.1K | 0.02% | −850−12.3% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 6,067 | $213.2K | 0.06% | +6,067 | New |
| Exchange Traded Concepts, LLC | 6,088 | $213.9K | 0.00% | −10,630−63.6% | Reduced |
| Syon Capital LLC | 6,126 | $215.3K | 0.01% | +6,126 | New |
| Gladstone Institutional Advisory LLC | 6,140 | $215.8K | 0.01% | +6,140 | New |
| Mattson Financial Services, LLC | 6,184 | $217.3K | 0.05% | +6,184 | New |
| Financial Council Asset Management Inc | 6,262 | $220.0K | 0.08% | +6,262 | New |
| Smartleaf Asset Management LLC | 6,130 | $220.1K | 0.01% | −4,882−44.3% | Reduced |
| Berkshire Asset Management LLC | 6,275 | $220.5K | 0.01% | +6,275 | New |
| Versant Capital Management, Inc | 6,360 | $223.5K | 0.02% | +3,396+114.6% | Added |
| Augustine Asset Management Inc | 6,370 | $223.8K | 0.05% | +6,370 | New |
| Renasant Bank | 6,384 | $224.3K | 0.16% | +6,384 | New |
| Fractal Investments LLC | 6,409 | $225.2K | 0.03% | +6,409 | New |
| Hamilton Capital, LLC | 6,429 | $225.9K | 0.01% | +6,429 | New |
| Hourglass Capital, LLC | 6,500 | $228.4K | 0.05% | −3,900−37.5% | Reduced |
| Inspire Advisors, LLC | 6,507 | $228.7K | 0.02% | +6,507 | New |
| Oslo Pensjonsforsikring AS | 6,513 | $228.9K | 0.04% | +6,513 | New |
| Pine Valley Investments Ltd Liability Co | 6,522 | $229.2K | 0.01% | −2,580−28.3% | Reduced |
| Sagewood Asset Management LP | 6,542 | $229.9K | 0.07% | +6,542 | New |
| Avidian Wealth Solutions, LLC | 6,586 | $231.4K | 0.01% | +6,586 | New |
| Resources Investment Advisors, LLC. | 6,599 | $231.9K | 0.00% | −4,203−38.9% | Reduced |
| Trinity Legacy Partners, LLC | 7,422 | $235.1K | 0.05% | +7,422 | New |
| Fulcrum Equity Management | 6,723 | $236.3K | 0.23% | +6,723 | New |
| Aaron Wealth Advisors | 6,762 | $237.6K | 0.01% | +6,762 | New |
| Savvy Advisors, Inc. | 6,783 | $238.4K | 0.01% | +6,783 | New |
| SevenBridge Financial Group, LLC | 7,250 | $238.7K | 0.04% | −325−4.3% | Reduced |
| IHT Wealth Management, LLC | 6,798 | $238.9K | 0.01% | +6,798 | New |
| Riverwater Partners LLC | 6,853 | $240.8K | 0.08% | +6,853 | New |
| GTS Securities LLC | 6,874 | $241.6K | 0.01% | −3,781−35.5% | Reduced |
| Vise Technologies, Inc. | 9,267 | $243.9K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 6,945 | $244.0K | 0.05% | +4,512+185.5% | Added |
| Montis Financial, LLC | 6,976 | $245.1K | 0.05% | +6,976 | New |
| Transcend Wealth Collective, LLC | 7,034 | $247.2K | 0.02% | +7,034 | New |
| Choate Investment Advisors | 7,036 | $247.3K | 0.00% | −3,475−33.1% | Reduced |
| McLaughlin Asset Management, Inc. | 7,036 | $247.3K | 0.24% | −1,820−20.6% | Reduced |
| Fieldview Capital Management, LLC | 7,169 | $251.9K | 0.07% | +7,169 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 7,189 | $252.6K | 0.02% | +7,189 | New |
| Concurrent Investment Advisors, LLC | 7,190 | $252.7K | 0.00% | −7,109−49.7% | Reduced |
| Inscription Capital, LLC | 7,211 | $253.4K | 0.03% | −2,772−27.8% | Reduced |
| Ci Investments Inc. | 7,244 | $254.6K | 0.00% | −58,625−89.0% | Reduced |
| Diversified Trust Co | 7,254 | $254.9K | 0.00% | +7,254 | New |
| Crestmont Private Wealth LLC | 7,325 | $257.4K | 0.08% | +7,325 | New |
| Zuckerman Investment Group, LLC | 7,370 | $259.0K | 0.02% | +7,370 | New |
| Cigna Investments Inc | 7,466 | $262.0K | 0.04% | +7,466 | New |
| Hudson Valley Investment Advisors Inc | 7,476 | $262.7K | 0.03% | +7,476 | New |
| EverSource Wealth Advisors, LLC | 7,515 | $264.1K | 0.01% | +289+4.0% | Added |
| Praxis Capital Management LLC | 7,546 | $265.2K | 0.62% | +7,546 | New |
| Meeder Advisory Services, Inc. | 7,549 | $265.3K | 0.01% | +7,549 | New |
| Fort Sheridan Advisors LLC | 7,550 | $265.3K | 0.03% | +7,550 | New |
| Phoenix Holdings Ltd. | 7,576 | $266.2K | 0.00% | +7,576 | New |
| Valeo Financial Advisors, LLC | 7,569 | $266.3K | 0.01% | −192−2.5% | Reduced |