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Institutional Ownership · SEC Form 13F

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.

540
Institutional holders
54,394,761
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed5,817,577$797M10.0%2026-Q1
Aristotle Capital Management, LLC trimmed4,765,009$653M8.2%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new3,224,819$442M5.6%2026-Q1
STATE STREET CORP trimmed3,099,936$425M5.3%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new2,710,045$371M4.7%2026-Q1
First Eagle Investment Management, LLC new2,265,874$311M3.9%2026-Q1
DIMENSIONAL FUND ADVISORS LP added1,530,772$210M2.6%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added1,330,504$182M2.3%2026-Q1
KING LUTHER CAPITAL MANAGEMENT CORP trimmed1,325,964$182M2.3%2026-Q1
BANK OF AMERICA CORP /DE/ added1,210,722$166M2.1%2026-Q1
Boston Trust Walden Corp trimmed967,849$133M1.7%2026-Q1
NORTHERN TRUST CORP trimmed945,979$130M1.6%2026-Q1
Champlain Investment Partners, LLC trimmed855,190$117M1.5%2026-Q1
MORGAN STANLEY added852,041$117M1.5%2026-Q1
FIRST TRUST ADVISORS LP added789,930$108M1.4%2026-Q1
WESTWOOD HOLDINGS GROUP INC trimmed743,728$102M1.3%2026-Q1
GOLDMAN SACHS GROUP INC trimmed701,671$96M1.2%2026-Q1
PRINCIPAL FINANCIAL GROUP INC trimmed662,327$91M1.1%2026-Q1
TWO SIGMA INVESTMENTS, LP added659,939$90M1.1%2026-Q1
NORGES BANK trimmed709,602$89M1.1%2026-Q1
JANUS HENDERSON GROUP PLC trimmed647,235$89M1.1%2026-Q1
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC new611,831$84M1.1%2026-Q1
JPMORGAN CHASE & CO trimmed614,071$83M1.0%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added552,937$76M1.0%2026-Q1
Bank of New York Mellon Corp added543,468$74M0.9%2026-Q1
SEI INVESTMENTS CO added518,106$71M0.9%2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed516,797$71M0.9%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP added500,090$69M0.9%2026-Q1
Impax Asset Management Group plc trimmed493,040$68M0.8%2026-Q1
NEUBERGER BERMAN GROUP LLC trimmed428,647$59M0.7%2026-Q1
Artemis Investment Management LLP new417,245$57M0.7%2026-Q1
ROYAL BANK OF CANADA added412,617$57M0.7%2026-Q1
Alberta Investment Management Corp400,000$55M0.7%2026-Q1
VANGUARD FIDUCIARY TRUST CO new387,784$53M0.7%2026-Q1
GW&K Investment Management, LLC trimmed376,177$52M0.6%2026-Q1
Madison Asset Management, LLC trimmed335,573$46M0.6%2026-Q1
DEPRINCE RACE & ZOLLO INC added328,489$45M0.6%2026-Q1
Fiera Capital Corp added320,712$44M0.6%2026-Q1
NATIXIS ADVISORS, LLC trimmed318,160$44M0.5%2026-Q1
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. trimmed309,967$42M0.5%2026-Q1
FMR LLC trimmed299,615$41M0.5%2026-Q1
JACOBS LEVY EQUITY MANAGEMENT, INC trimmed275,059$38M0.5%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added269,891$37M0.5%2026-Q1
UBS Group AG added254,185$35M0.4%2026-Q1
JONES FINANCIAL COMPANIES LLLP added254,775$34M0.4%2026-Q1
TCTC Holdings, LLC added219,887$30M0.4%2026-Q1
PALISADE CAPITAL MANAGEMENT, LP trimmed219,375$30M0.4%2026-Q1
D. E. Shaw & Co., Inc. added208,509$29M0.4%2026-Q1
Polaris Capital Management, LLC trimmed204,000$28M0.4%2026-Q1
AQR CAPITAL MANAGEMENT LLC added198,527$27M0.3%2026-Q1
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO198,050$27M0.3%2026-Q1
SEGALL BRYANT & HAMILL, LLC added188,407$26M0.3%2026-Q1
ProShare Advisors LLC trimmed180,619$25M0.3%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND166,431$23M0.3%2026-Q1
Retirement Systems of Alabama added162,283$22M0.3%2026-Q1
RHUMBLINE ADVISERS added160,430$22M0.3%2026-Q1
AMERIPRISE FINANCIAL INC trimmed159,232$22M0.3%2026-Q1
Lido Advisors, LLC added149,982$21M0.3%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed147,908$20M0.3%2026-Q1
WELLS FARGO & COMPANY/MN trimmed145,566$20M0.3%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added142,443$20M0.2%2026-Q1
BESSEMER GROUP INC trimmed126,245$17M0.2%2026-Q1
BARTLETT & CO. WEALTH MANAGEMENT LLC trimmed121,037$17M0.2%2026-Q1
Swiss National Bank trimmed120,100$16M0.2%2026-Q1
California Public Employees Retirement System added115,157$16M0.2%2026-Q1
Ceredex Value Advisors LLC trimmed101,350$14M0.2%2026-Q1
Russell Investments Group, Ltd. added99,898$14M0.2%2026-Q1
BARCLAYS PLC trimmed95,728$13M0.2%2026-Q1
Bridgewater Associates, LP trimmed92,885$13M0.2%2026-Q1
M&T Bank Corp trimmed92,204$13M0.2%2026-Q1
RENAISSANCE TECHNOLOGIES LLC trimmed91,900$13M0.2%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added88,757$12M0.2%2026-Q1
CITADEL ADVISORS LLC trimmed83,510$11M0.1%2026-Q1
Legal & General Group Plc trimmed81,867$11M0.1%2026-Q1
Nuveen, LLC added80,910$11M0.1%2026-Q1
WHITTIER TRUST CO added73,835$10M0.1%2026-Q1
NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed73,478$10M0.1%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added72,412$10M0.1%2026-Q1
Cerity Partners LLC added72,096$10M0.1%2026-Q1
ALLIANCEBERNSTEIN L.P. trimmed77,825$10M0.1%2026-Q1
FRANKLIN RESOURCES INC added71,132$10M0.1%2026-Q1
Martin Capital Partners, LLC trimmed69,950$10M0.1%2026-Q1
Invesco Ltd. trimmed67,942$9M0.1%2026-Q1
Hilton Capital Management, LLC added64,838$9M0.1%2026-Q1
LPL Financial LLC added64,502$9M0.1%2026-Q1
SG Americas Securities, LLC added61,900$8M0.1%2026-Q1
STIFEL FINANCIAL CORP trimmed61,034$8M0.1%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added57,233$8M0.1%2026-Q1
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE trimmed53,647$7M0.1%2026-Q1
Vest Financial, LLC added53,378$7M0.1%2026-Q1
Greenfield Seitz Capital Management, LLC trimmed53,311$7M0.1%2026-Q1
VANGUARD ASSET MANAGEMENT, Ltd new53,074$7M0.1%2026-Q1
Argent Trust Co trimmed51,693$7M0.1%2026-Q1
VANGUARD GROUP INC trimmed6,312,633$799M10.0%2025-Q4 stale
MONTRUSCO BOLTON INVESTMENTS INC. trimmed835,314$105M1.3%2025-Q1 stale
TWO SIGMA ADVISERS, LP added210,800$27M0.3%2025-Q4 stale
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added185,264$23M0.3%2025-Q4 stale
Point72 Asset Management, L.P. trimmed127,935$16M0.2%2025-Q3 stale
Corebridge Financial, Inc. trimmed70,913$9M0.1%2025-Q1 stale
HSBC HOLDINGS PLC added67,379$9M0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership