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 |
|---|---|---|---|---|---|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
88
shares
|
$2,317
0.0% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
87
shares
|
$2,291
0.0% of portfolio
|
Q2 2025
Reduced 10.31%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
79
shares
|
$2,080
0.0% of portfolio
|
Q2 2025
Reduced 54.07%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
78
shares
|
$2,054
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
70
shares
|
$1,843
0.0% of portfolio
|
Q4 2024
Reduced 19.54%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
69
shares
|
$1,817
0.0% of portfolio
|
Q3 2024
Reduced 19.77%
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
68
shares
|
$1,791
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
58
shares
|
$1,527
0.0% of portfolio
|
Q1 2024
Reduced 92.54%
|
|
|
Tfc Financial Management
|
Jan 23, 2026 Q4 2025 |
57
shares
|
$1,501
0.0% of portfolio
|
Q4 2025
Reduced 35.23%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
56
shares
|
$1,475
0.0% of portfolio
|
Q2 2025
Added 51.35%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
54
shares
|
$1,422
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
50
shares
|
$1,317
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
50
shares
|
$1,317
0.0% of portfolio
|
Q3 2025
Added 19.05%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jan 14, 2026 Q4 2025 |
49
shares
|
$1,290
0.0% of portfolio
|
Q4 2022
Reduced 45.56%
|
|
|
Copeland Capital Management, LLC
|
Oct 17, 2025 Q3 2025 |
47
shares
|
$1,237
0.0% of portfolio
|
Q3 2025
Reduced 49.46%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
46
shares
|
$1,211
0.0% of portfolio
|
Q4 2025
Reduced 14.81%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
45
shares
|
$1,185
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
45
shares
|
$1,185
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Stone House Investment Management, LLC
|
Jan 21, 2026 Q4 2025 |
43
shares
|
$1,132
0.0% of portfolio
|
Q3 2025
Added 4200.0%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 23, 2026 Q4 2025 |
42
shares
|
$1,106
0.0% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
41
shares
|
$1,079
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
40
shares
|
$1,053
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Founders Capital Management
|
Jan 15, 2026 Q4 2025 |
40
shares
|
$1,053
0.0% of portfolio
|
Q4 2025
Added 2.56%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
38
shares
|
$1,000
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
36
shares
|
$948
0.0% of portfolio
|
Q3 2023
New holding
|
|