Institutional Ownership Coterra Energy Inc. (CTRA)
This table provides information about the institutional ownership of Coterra Energy Inc. (CTRA). We have compiled data on the 1,025 institutions that hold shares in the stock, with a total of 691 Million shares, which have been reported (via 13F filing form) to have a value of $16.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
101
shares
|
$2,469
0.0% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
100
shares
|
$2,445
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
100
shares
|
$2,445
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
100
shares
|
$2,445
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
100
shares
|
$2,445
0.0% of portfolio
|
Q2 2025
Reduced 99.67%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
99
shares
|
$2,420
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
98
shares
|
$2,396
0.0% of portfolio
|
Q4 2024
Added 19.51%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
97
shares
|
$2,371
0.0% of portfolio
|
Q1 2025
Added 506.25%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
94
shares
|
$2,298
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Copeland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
93
shares
|
$2,273
0.0% of portfolio
|
Q1 2025
Reduced 65.81%
|
|
|
Granite Fo LLC
Bedford, NH |
May 15, 2025 Q1 2025 |
92
shares
|
$2,249
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
91
shares
|
$2,224
0.0% of portfolio
|
Q1 2025
Reduced 79.37%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
90
shares
|
$2,200
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
88
shares
|
$2,151
0.0% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
87
shares
|
$2,127
0.0% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
85
shares
|
$2,078
0.0% of portfolio
|
Q3 2024
Reduced 23.42%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
78
shares
|
$1,907
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
77
shares
|
$1,882
0.0% of portfolio
|
Q1 2025
Added 600.0%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
71
shares
|
$1,735
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
70
shares
|
$1,711
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
70
shares
|
$1,711
0.0% of portfolio
|
Q4 2024
Reduced 19.54%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
69
shares
|
$1,687
0.0% of portfolio
|
Q3 2024
Reduced 19.77%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
64
shares
|
$1,564
0.0% of portfolio
|
Q1 2025
Reduced 96.54%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
63
shares
|
$1,540
0.0% of portfolio
|
Q1 2025
Reduced 66.49%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
63
shares
|
$1,540
0.0% of portfolio
|
Q4 2024
Reduced 38.83%
|