Who owns CFR (CFR)
Which tracked institutional funds hold CFR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CFR company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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
143 tracked funds added or opened CFR while 78 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
CFR’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes CFR more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in CFR 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 2025-Q4 and 2026-Q1, across 539 tracked filers holding CFR, 262 increased or opened the position and 241 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
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 CFR between the 2025-Q4 and 2026-Q1 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 26
- VANGUARD PORTFOLIO MANAGEMENT LLC$442M
- VANGUARD CAPITAL MANAGEMENT LLC$371M
- First Eagle Investment Management, LLC$311M
- WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$84M
- Artemis Investment Management LLP$57M
- VANGUARD FIDUCIARY TRUST CO$53M
Full exits 26
- VANGUARD GROUP INC$799M
- TWO SIGMA ADVISERS, LP$27M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$23M
- HSBC HOLDINGS PLC$9M
- DARK FOREST CAPITAL MANAGEMENT LP$6M
- Entropy Technologies, LP$5M
Largest adds
- WELLINGTON MANAGEMENT GROUP LLP$52M
- TWO SIGMA INVESTMENTS, LP$50M
- DIMENSIONAL FUND ADVISORS LP$46M
- MORGAN STANLEY$36M
- JONES FINANCIAL COMPANIES LLLP$32M
- BANK OF AMERICA CORP /DE/$29M
Largest trims
- Pacer Advisors, Inc.$185M
- BlackRock, Inc.$95M
- VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.$51M
- Impax Asset Management Group plc$48M
- NEUBERGER BERMAN GROUP LLC$42M
- JANUS HENDERSON GROUP PLC$33M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 5,817,577 | $797M | 10.0% | 2026-Q1 |
| Aristotle Capital Management, LLC trimmed | 4,765,009 | $653M | 8.2% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 3,224,819 | $442M | 5.6% | 2026-Q1 |
| STATE STREET CORP trimmed | 3,099,936 | $425M | 5.3% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 2,710,045 | $371M | 4.7% | 2026-Q1 |
| First Eagle Investment Management, LLC new | 2,265,874 | $311M | 3.9% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 1,530,772 | $210M | 2.6% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,330,504 | $182M | 2.3% | 2026-Q1 |
| KING LUTHER CAPITAL MANAGEMENT CORP trimmed | 1,325,964 | $182M | 2.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,210,722 | $166M | 2.1% | 2026-Q1 |
| Boston Trust Walden Corp trimmed | 967,849 | $133M | 1.7% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 945,979 | $130M | 1.6% | 2026-Q1 |
| Champlain Investment Partners, LLC trimmed | 855,190 | $117M | 1.5% | 2026-Q1 |
| MORGAN STANLEY added | 852,041 | $117M | 1.5% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 789,930 | $108M | 1.4% | 2026-Q1 |
| WESTWOOD HOLDINGS GROUP INC trimmed | 743,728 | $102M | 1.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 701,671 | $96M | 1.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 662,327 | $91M | 1.1% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 659,939 | $90M | 1.1% | 2026-Q1 |
| NORGES BANK trimmed | 709,602 | $89M | 1.1% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC trimmed | 647,235 | $89M | 1.1% | 2026-Q1 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC new | 611,831 | $84M | 1.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 614,071 | $83M | 1.0% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 552,937 | $76M | 1.0% | 2026-Q1 |
| Bank of New York Mellon Corp added | 543,468 | $74M | 0.9% | 2026-Q1 |
| SEI INVESTMENTS CO added | 518,106 | $71M | 0.9% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 516,797 | $71M | 0.9% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 500,090 | $69M | 0.9% | 2026-Q1 |
| Impax Asset Management Group plc trimmed | 493,040 | $68M | 0.8% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 428,647 | $59M | 0.7% | 2026-Q1 |
| Artemis Investment Management LLP new | 417,245 | $57M | 0.7% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 412,617 | $57M | 0.7% | 2026-Q1 |
| Alberta Investment Management Corp | 400,000 | $55M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 387,784 | $53M | 0.7% | 2026-Q1 |
| GW&K Investment Management, LLC trimmed | 376,177 | $52M | 0.6% | 2026-Q1 |
| Madison Asset Management, LLC trimmed | 335,573 | $46M | 0.6% | 2026-Q1 |
| DEPRINCE RACE & ZOLLO INC added | 328,489 | $45M | 0.6% | 2026-Q1 |
| Fiera Capital Corp added | 320,712 | $44M | 0.6% | 2026-Q1 |
| NATIXIS ADVISORS, LLC trimmed | 318,160 | $44M | 0.5% | 2026-Q1 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. trimmed | 309,967 | $42M | 0.5% | 2026-Q1 |
| FMR LLC trimmed | 299,615 | $41M | 0.5% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 275,059 | $38M | 0.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 269,891 | $37M | 0.5% | 2026-Q1 |
| UBS Group AG added | 254,185 | $35M | 0.4% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 254,775 | $34M | 0.4% | 2026-Q1 |
| TCTC Holdings, LLC added | 219,887 | $30M | 0.4% | 2026-Q1 |
| PALISADE CAPITAL MANAGEMENT, LP trimmed | 219,375 | $30M | 0.4% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 208,509 | $29M | 0.4% | 2026-Q1 |
| Polaris Capital Management, LLC trimmed | 204,000 | $28M | 0.4% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 198,527 | $27M | 0.3% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 198,050 | $27M | 0.3% | 2026-Q1 |
| SEGALL BRYANT & HAMILL, LLC added | 188,407 | $26M | 0.3% | 2026-Q1 |
| ProShare Advisors LLC trimmed | 180,619 | $25M | 0.3% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND | 166,431 | $23M | 0.3% | 2026-Q1 |
| Retirement Systems of Alabama added | 162,283 | $22M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 160,430 | $22M | 0.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 159,232 | $22M | 0.3% | 2026-Q1 |
| Lido Advisors, LLC added | 149,982 | $21M | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 147,908 | $20M | 0.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 145,566 | $20M | 0.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 142,443 | $20M | 0.2% | 2026-Q1 |
| BESSEMER GROUP INC trimmed | 126,245 | $17M | 0.2% | 2026-Q1 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC trimmed | 121,037 | $17M | 0.2% | 2026-Q1 |
| Swiss National Bank trimmed | 120,100 | $16M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System added | 115,157 | $16M | 0.2% | 2026-Q1 |
| Ceredex Value Advisors LLC trimmed | 101,350 | $14M | 0.2% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 99,898 | $14M | 0.2% | 2026-Q1 |
| BARCLAYS PLC trimmed | 95,728 | $13M | 0.2% | 2026-Q1 |
| Bridgewater Associates, LP trimmed | 92,885 | $13M | 0.2% | 2026-Q1 |
| M&T Bank Corp trimmed | 92,204 | $13M | 0.2% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 91,900 | $13M | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 88,757 | $12M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 83,510 | $11M | 0.1% | 2026-Q1 |
| Legal & General Group Plc trimmed | 81,867 | $11M | 0.1% | 2026-Q1 |
| Nuveen, LLC added | 80,910 | $11M | 0.1% | 2026-Q1 |
| WHITTIER TRUST CO added | 73,835 | $10M | 0.1% | 2026-Q1 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed | 73,478 | $10M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 72,412 | $10M | 0.1% | 2026-Q1 |
| Cerity Partners LLC added | 72,096 | $10M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 77,825 | $10M | 0.1% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 71,132 | $10M | 0.1% | 2026-Q1 |
| Martin Capital Partners, LLC trimmed | 69,950 | $10M | 0.1% | 2026-Q1 |
| Invesco Ltd. trimmed | 67,942 | $9M | 0.1% | 2026-Q1 |
| Hilton Capital Management, LLC added | 64,838 | $9M | 0.1% | 2026-Q1 |
| LPL Financial LLC added | 64,502 | $9M | 0.1% | 2026-Q1 |
| SG Americas Securities, LLC added | 61,900 | $8M | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 61,034 | $8M | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 57,233 | $8M | 0.1% | 2026-Q1 |
| LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE trimmed | 53,647 | $7M | 0.1% | 2026-Q1 |
| Vest Financial, LLC added | 53,378 | $7M | 0.1% | 2026-Q1 |
| Greenfield Seitz Capital Management, LLC trimmed | 53,311 | $7M | 0.1% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 53,074 | $7M | 0.1% | 2026-Q1 |
| Argent Trust Co trimmed | 51,693 | $7M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 6,312,633 | $799M | 10.0% | 2025-Q4 stale |
| MONTRUSCO BOLTON INVESTMENTS INC. trimmed | 835,314 | $105M | 1.3% | 2025-Q1 stale |
| TWO SIGMA ADVISERS, LP added | 210,800 | $27M | 0.3% | 2025-Q4 stale |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 185,264 | $23M | 0.3% | 2025-Q4 stale |
| Point72 Asset Management, L.P. trimmed | 127,935 | $16M | 0.2% | 2025-Q3 stale |
| Corebridge Financial, Inc. trimmed | 70,913 | $9M | 0.1% | 2025-Q1 stale |
| HSBC HOLDINGS PLC added | 67,379 | $9M | 0.1% | 2025-Q4 stale |
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.