Who owns Costamare (CMRE)
Which tracked institutional funds hold CMRE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CMRE 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
22 tracked funds added or opened CMRE while 58 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
CMRE’s largest tracked holder by dollar value, DIMENSIONAL FUND ADVISORS LP, 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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CMRE 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 185 tracked filers holding CMRE, 88 increased or opened the position and 91 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
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 CMRE 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 8
- Nipun Capital, L.P.$2M
- HUSSMAN STRATEGIC ADVISORS, INC.$2M
- Y-Intercept (Hong Kong) Ltd$1M
- XTX Topco Ltd$1M
- Integrated Quantitative Investments LLC$872K
- Legato Capital Management LLC$663K
Full exits 9
- ACADIAN ASSET MANAGEMENT LLC$53M
- Informed Momentum Co LLC$4M
- ExodusPoint Capital Management, LP$2M
- LSV ASSET MANAGEMENT$2M
- INDEPENDENT FINANCIAL GROUP, LLC$2M
- GSA CAPITAL PARTNERS LLP$1M
Largest adds
- AMERICAN CENTURY COMPANIES INC$5M
- GOLDMAN SACHS GROUP INC$4M
- FEDERATED HERMES, INC.$4M
- Trexquant Investment LP$3M
- MILLENNIUM MANAGEMENT LLC$3M
- MACKENZIE FINANCIAL CORP$2M
Largest trims
- BlackRock, Inc.$22M
- DIMENSIONAL FUND ADVISORS LP$17M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$6M
- Nuveen, LLC$5M
- Qube Research & Technologies Ltd$5M
- BRIDGEWAY CAPITAL MANAGEMENT, LLC$4M
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 |
|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP added | 7,432,378 | $104M | 20.6% | 2026-Q2 |
| BlackRock, Inc. trimmed | 3,589,984 | $50M | 10.0% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 2,012,530 | $28M | 5.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,485,194 | $21M | 4.1% | 2026-Q2 |
| MORGAN STANLEY added | 1,207,993 | $17M | 3.4% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 1,112,312 | $16M | 3.1% | 2026-Q2 |
| STATE STREET CORP added | 1,072,027 | $15M | 3.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 983,707 | $14M | 2.7% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 965,225 | $14M | 2.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 925,146 | $13M | 2.6% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 902,260 | $13M | 2.5% | 2026-Q2 |
| Robeco Institutional Asset Management B.V. | 734,630 | $10M | 2.0% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 691,160 | $10M | 1.9% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 659,051 | $9M | 1.8% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 650,869 | $9M | 1.8% | 2026-Q2 |
| Empowered Funds, LLC added | 628,020 | $9M | 1.7% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 621,216 | $9M | 1.7% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 540,573 | $8M | 1.5% | 2026-Q2 |
| GLOBEFLEX CAPITAL L P | 474,374 | $7M | 1.3% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 434,857 | $6M | 1.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 411,121 | $6M | 1.1% | 2026-Q2 |
| DENALI ADVISORS LLC trimmed | 368,177 | $5M | 1.0% | 2026-Q2 |
| NORTHERN TRUST CORP added | 332,023 | $5M | 0.9% | 2026-Q2 |
| Trexquant Investment LP added | 307,591 | $4M | 0.9% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 290,053 | $4M | 0.8% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 289,252 | $4M | 0.8% | 2026-Q2 |
| Kendall Capital Management added | 282,815 | $4M | 0.8% | 2026-Q2 |
| CWA Asset Management Group, LLC added | 273,556 | $4M | 0.8% | 2026-Q2 |
| Nuveen, LLC trimmed | 263,848 | $4M | 0.7% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 258,314 | $4M | 0.7% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 234,806 | $3M | 0.7% | 2026-Q2 |
| HORIZON KINETICS ASSET MANAGEMENT LLC added | 222,350 | $3M | 0.6% | 2026-Q2 |
| SEGALL BRYANT & HAMILL, LLC trimmed | 220,371 | $3M | 0.6% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 208,375 | $3M | 0.6% | 2026-Q2 |
| MARTINGALE ASSET MANAGEMENT L P added | 193,222 | $3M | 0.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 188,945 | $3M | 0.5% | 2026-Q2 |
| Voleon Capital Management LP trimmed | 181,610 | $3M | 0.5% | 2026-Q2 |
| UBS Group AG trimmed | 180,345 | $3M | 0.5% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 173,590 | $2M | 0.5% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 172,920 | $2M | 0.5% | 2026-Q2 |
| SEI INVESTMENTS CO added | 159,695 | $2M | 0.4% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 153,843 | $2M | 0.4% | 2026-Q2 |
| Nipun Capital, L.P. added | 150,800 | $2M | 0.4% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 141,641 | $2M | 0.4% | 2026-Q2 |
| Bank of New York Mellon Corp added | 140,978 | $2M | 0.4% | 2026-Q2 |
| CITIGROUP INC trimmed | 140,318 | $2M | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 135,629 | $2M | 0.4% | 2026-Q2 |
| HUSSMAN STRATEGIC ADVISORS, INC. added | 126,000 | $2M | 0.3% | 2026-Q2 |
| Arax Advisory Partners added | 125,474 | $2M | 0.3% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 110,306 | $2M | 0.3% | 2026-Q2 |
| Vanguard Global Advisers, LLC added | 96,922 | $1M | 0.3% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 90,219 | $1M | 0.3% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd added | 87,664 | $1M | 0.2% | 2026-Q2 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 86,993 | $1M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 86,437 | $1M | 0.2% | 2026-Q2 |
| CREDIT AGRICOLE S A | 76,627 | $1M | 0.2% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed | 74,267 | $1M | 0.2% | 2026-Q2 |
| XTX Topco Ltd added | 73,395 | $1M | 0.2% | 2026-Q2 |
| QUADRANT CAPITAL GROUP LLC trimmed | 71,274 | $999K | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 66,391 | $931K | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 62,929 | $882K | 0.2% | 2026-Q2 |
| Integrated Quantitative Investments LLC added | 62,177 | $872K | 0.2% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC trimmed | 58,792 | $824K | 0.2% | 2026-Q2 |
| Tidal Investments LLC trimmed | 58,427 | $819K | 0.2% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 58,169 | $816K | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 57,893 | $812K | 0.2% | 2026-Q2 |
| Invesco Ltd. added | 55,031 | $772K | 0.2% | 2026-Q2 |
| IEQ CAPITAL, LLC trimmed | 53,771 | $754K | 0.1% | 2026-Q2 |
| EVERGREEN CAPITAL MANAGEMENT LLC trimmed | 53,215 | $746K | 0.1% | 2026-Q2 |
| Jump Financial, LLC added | 50,374 | $706K | 0.1% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 50,189 | $704K | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 48,622 | $682K | 0.1% | 2026-Q2 |
| STRS OHIO added | 48,600 | $681K | 0.1% | 2026-Q2 |
| Legato Capital Management LLC new | 47,274 | $663K | 0.1% | 2026-Q2 |
| Unison Advisors LLC added | 46,571 | $653K | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. | 46,496 | $786K | 0.2% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 45,587 | $639K | 0.1% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 43,919 | $616K | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC new | 43,357 | $608K | 0.1% | 2026-Q2 |
| Campbell & CO Investment Adviser LLC trimmed | 42,581 | $597K | 0.1% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 41,776 | $586K | 0.1% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC new | 39,119 | $548K | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 37,528 | $527K | 0.1% | 2026-Q2 |
| Engineers Gate Manager LP added | 37,083 | $520K | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 36,332 | $509K | 0.1% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC trimmed | 34,635 | $486K | 0.1% | 2026-Q2 |
| WINTON GROUP Ltd trimmed | 32,762 | $459K | 0.1% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed | 32,612 | $457K | 0.1% | 2026-Q2 |
| FMR LLC trimmed | 32,244 | $452K | 0.1% | 2026-Q2 |
| Graham Capital Management, L.P. added | 31,744 | $445K | 0.1% | 2026-Q2 |
| Vident Advisory, LLC added | 31,601 | $443K | 0.1% | 2026-Q2 |
| BAILARD, INC. | 30,547 | $428K | 0.1% | 2026-Q2 |
| Creative Planning trimmed | 30,100 | $422K | 0.1% | 2026-Q2 |
| State of Wyoming trimmed | 29,173 | $409K | 0.1% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 27,760 | $388K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 26,674 | $374K | 0.1% | 2026-Q2 |
| Triton Wealth Management, PLLC added | 25,508 | $379K | 0.1% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey added | 25,078 | $352K | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 23,822 | $334K | 0.1% | 2026-Q2 |
| Ariadne Wealth Management, LP new | 21,386 | $300K | 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.