Who owns CBL & Associates Properties (CBL)
Which tracked institutional funds hold CBL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CBL company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on CBL is one-sided between 2026-Q1 and 2026-Q2: 108 added or opened and 17 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CBL’s largest tracked holder by dollar value, CANYON CAPITAL ADVISORS LLC, sizes it at 44.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 44.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CBL divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 218 tracked filers holding CBL, 144 increased or opened the position and 75 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CBL between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 20
- MARSHALL WACE, LLP$16M
- MACKENZIE FINANCIAL CORP$13M
- FIRST TRUST ADVISORS LP$13M
- WELLINGTON MANAGEMENT GROUP LLP$4M
- ExodusPoint Capital Management, LP$2M
- NORGES BANK$2M
Full exits 12
- OAKTREE CAPITAL MANAGEMENT LP$83M
- Thrivent Financial for Lutherans$5M
- HRT FINANCIAL LP$4M
- VALUEWORKS LLC$4M
- Creek Drive Management Group LLC$3M
- LSV ASSET MANAGEMENT$3M
Largest adds
- CANYON CAPITAL ADVISORS LLC$68M
- BlackRock, Inc.$40M
- VANGUARD PORTFOLIO MANAGEMENT LLC$17M
- PRUDENTIAL FINANCIAL INC$16M
- VANGUARD CAPITAL MANAGEMENT LLC$16M
- JPMORGAN CHASE & CO$12M
Largest trims
- Caption Management, LLC$3M
- Emmett Investment Management, LP$1M
- JANE STREET GROUP, LLC$752K
- Beverly Hills Private Wealth, LLC$656K
- TEACHER RETIREMENT SYSTEM OF TEXAS$640K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| CANYON CAPITAL ADVISORS LLC trimmed | 7,416,294 | $394M | 32.4% | 2026-Q2 |
| BlackRock, Inc. added | 2,050,037 | $109M | 8.9% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 890,529 | $47M | 3.9% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 787,562 | $42M | 3.4% | 2026-Q2 |
| STATE STREET CORP added | 654,178 | $35M | 2.9% | 2026-Q2 |
| Taconic Capital Advisors LP trimmed | 598,332 | $32M | 2.6% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 570,758 | $30M | 2.5% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 453,581 | $24M | 2.0% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 421,998 | $22M | 1.8% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 412,531 | $22M | 1.8% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 387,577 | $21M | 1.7% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 365,726 | $19M | 1.6% | 2026-Q2 |
| FIRST MANHATTAN CO. LLC. trimmed | 354,379 | $19M | 1.5% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 341,247 | $18M | 1.5% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 313,827 | $17M | 1.4% | 2026-Q2 |
| MARSHALL WACE, LLP added | 305,205 | $16M | 1.3% | 2026-Q2 |
| Allianz Asset Management GmbH added | 284,890 | $12M | 1.0% | 2026-Q2 |
| Nuveen, LLC added | 252,372 | $13M | 1.1% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 251,699 | $13M | 1.1% | 2026-Q2 |
| FIRST TRUST ADVISORS LP new | 247,024 | $13M | 1.1% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 213,034 | $11M | 0.9% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 212,972 | $11M | 0.9% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 207,106 | $11M | 0.9% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 199,088 | $11M | 0.9% | 2026-Q2 |
| Bank of New York Mellon Corp added | 188,390 | $10M | 0.8% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 187,097 | $10M | 0.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 181,261 | $10M | 0.8% | 2026-Q2 |
| MORGAN STANLEY added | 180,596 | $10M | 0.8% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 174,936 | $9M | 0.8% | 2026-Q2 |
| Alpha Wave Global, LP added | 159,976 | $8M | 0.7% | 2026-Q2 |
| Beverly Hills Private Wealth, LLC trimmed | 152,124 | $8M | 0.7% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 128,316 | $7M | 0.6% | 2026-Q2 |
| REDWOOD CAPITAL MANAGEMENT, LLC | 117,613 | $6M | 0.5% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 117,164 | $6M | 0.5% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 113,608 | $6M | 0.5% | 2026-Q2 |
| Arbiter Partners Capital Management LLC | 109,244 | $6M | 0.5% | 2026-Q2 |
| PANAGORA ASSET MANAGEMENT INC added | 108,008 | $6M | 0.5% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 106,990 | $6M | 0.5% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 106,386 | $6M | 0.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 103,582 | $5M | 0.5% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 98,794 | $5M | 0.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 94,767 | $5M | 0.4% | 2026-Q2 |
| Caption Management, LLC trimmed | 86,945 | $5M | 0.4% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 86,804 | $5M | 0.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 82,862 | $4M | 0.4% | 2026-Q2 |
| Man Group plc added | 81,938 | $4M | 0.4% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 80,749 | $3M | 0.3% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 78,971 | $4M | 0.3% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 77,123 | $4M | 0.3% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 76,965 | $4M | 0.3% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP new | 76,682 | $4M | 0.3% | 2026-Q2 |
| UBS Group AG trimmed | 71,100 | $4M | 0.3% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC added | 70,484 | $4M | 0.3% | 2026-Q2 |
| MARTINGALE ASSET MANAGEMENT L P added | 68,681 | $4M | 0.3% | 2026-Q2 |
| Emmett Investment Management, LP trimmed | 66,086 | $4M | 0.3% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 60,314 | $3M | 0.3% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 57,072 | $3M | 0.2% | 2026-Q2 |
| RITHOLTZ WEALTH MANAGEMENT added | 53,497 | $3M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 53,137 | $3M | 0.2% | 2026-Q2 |
| BARCLAYS PLC added | 49,976 | $3M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 48,510 | $3M | 0.2% | 2026-Q2 |
| Invesco Ltd. added | 48,122 | $3M | 0.2% | 2026-Q2 |
| FMR LLC added | 42,010 | $2M | 0.2% | 2026-Q2 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. added | 41,785 | $2M | 0.2% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 36,338 | $2M | 0.2% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd added | 35,979 | $2M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 35,902 | $2M | 0.2% | 2026-Q2 |
| IEQ CAPITAL, LLC trimmed | 33,193 | $2M | 0.1% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 32,994 | $2M | 0.1% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 32,858 | $2M | 0.1% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 31,216 | $2M | 0.1% | 2026-Q2 |
| Swiss National Bank added | 31,100 | $2M | 0.1% | 2026-Q2 |
| TEACHER RETIREMENT SYSTEM OF TEXAS trimmed | 30,578 | $2M | 0.1% | 2026-Q2 |
| ExodusPoint Capital Management, LP added | 29,923 | $2M | 0.1% | 2026-Q2 |
| NORGES BANK new | 29,000 | $2M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 27,735 | $1M | 0.1% | 2026-Q2 |
| GLOBEFLEX CAPITAL L P new | 26,886 | $1M | 0.1% | 2026-Q2 |
| CORSAIR CAPITAL MANAGEMENT, L.P. trimmed | 26,858 | $1M | 0.1% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT CO LTD added | 26,620 | $1M | 0.1% | 2026-Q2 |
| MEEDER ASSET MANAGEMENT INC added | 26,591 | $1M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 26,203 | $1M | 0.1% | 2026-Q2 |
| Robeco Institutional Asset Management B.V. new | 25,755 | $1M | 0.1% | 2026-Q2 |
| Susquehanna Portfolio Strategies, LLC added | 24,809 | $1M | 0.1% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC new | 23,925 | $1M | 0.1% | 2026-Q2 |
| VIRGINIA RETIREMENT SYSTEMS ET Al trimmed | 23,600 | $1M | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 22,389 | $1M | 0.1% | 2026-Q2 |
| Quantbot Technologies LP added | 22,076 | $1M | 0.1% | 2026-Q2 |
| Asset Management One Co., Ltd. trimmed | 21,902 | $1M | 0.1% | 2026-Q2 |
| BAILARD, INC. trimmed | 20,900 | $1M | 0.1% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added | 20,884 | $1M | 0.1% | 2026-Q2 |
| Legal & General Group Plc added | 20,585 | $1M | 0.1% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. new | 20,200 | $1M | 0.1% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 20,143 | $1M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 19,312 | $1M | 0.1% | 2026-Q2 |
| Mariner, LLC added | 19,278 | $1M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 18,611 | $988K | 0.1% | 2026-Q2 |
| OP Asset Management Ltd | 18,237 | $968K | 0.1% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. added | 17,837 | $947K | 0.1% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 17,481 | $928K | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC new | 16,756 | $890K | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.