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 1,016 institutions that hold shares in the stock, with a total of 705 Million shares, which have been reported (via 13F filing form) to have a value of $18.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 21, 2026 Q4 2025 |
136
shares
|
$3,582
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
132
shares
|
$3,476
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 07, 2026 Q4 2025 |
130
shares
|
$3,424
0.0% of portfolio
|
Q3 2025
Reduced 8.45%
|
|
|
Westside Investment Management, Inc.
|
Jan 23, 2026 Q4 2025 |
126
shares
|
$3,318
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
124
shares
|
$3,266
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
120
shares
|
$3,160
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
120
shares
|
$3,160
0.0% of portfolio
|
Q3 2025
Reduced 78.02%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Jan 23, 2026 Q4 2025 |
117
shares
|
$3,081
0.0% of portfolio
|
Q4 2024
Reduced 37.77%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
116
shares
|
$3,055
0.0% of portfolio
|
Q1 2025
Reduced 83.82%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
108
shares
|
$2,844
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
S&T Bank
Indiana, PA |
Nov 14, 2025 Q3 2025 |
107
shares
|
$2,818
0.0% of portfolio
|
Q3 2025
Added 435.0%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
104
shares
|
$2,739
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
103
shares
|
$2,713
0.0% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 21, 2026 Q4 2025 |
100
shares
|
$2,634
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Jan 23, 2026 Q4 2025 |
100
shares
|
$2,634
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
99
shares
|
$2,607
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
99
shares
|
$2,607
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
99
shares
|
$2,607
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
95
shares
|
$2,502
0.0% of portfolio
|
Q4 2025
Reduced 87.38%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
94
shares
|
$2,475
0.01% of portfolio
|
Q3 2025
Reduced 83.74%
|
|
|
Valley National Advisers Inc
|
Jan 23, 2026 Q4 2025 |
94
shares
|
$2,475
0.0% of portfolio
|
Q4 2025
Added 28.77%
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 21, 2025 Q3 2025 |
92
shares
|
$2,423
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
92
shares
|
$2,423
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
90
shares
|
$2,370
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 15, 2026 Q4 2025 |
89
shares
|
$2,344
0.0% of portfolio
|
Q4 2025
Added 2.3%
|
|