Who owns Core & Main (CNM)
Which tracked institutional funds hold CNM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CNM 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
97 tracked funds added or opened CNM while 146 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
CNM’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes CNM more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in CNM 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 422 tracked filers holding CNM, 213 increased or opened the position and 277 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 CNM 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 28
- Jupiter Topco LLC$165M
- NORDEA INVESTMENT MANAGEMENT AB$119M
- Bornite Capital Management LP$37M
- Sunriver Management LLC$30M
- Daiwa Securities Group Inc.$27M
- CANYON CAPITAL ADVISORS LLC$25M
Full exits 49
- JANUS HENDERSON GROUP PLC$167M
- Amundi$151M
- KBC Group NV$135M
- BESSEMER GROUP INC$132M
- Interval Partners, LP$77M
- Handelsbanken Fonder AB$64M
Largest adds
- FMR LLC$172M
- NEUBERGER BERMAN GROUP LLC$88M
- BlackRock, Inc.$69M
- Impax Asset Management Group plc$62M
- CITADEL ADVISORS LLC$44M
- JACOBS LEVY EQUITY MANAGEMENT, INC$39M
Largest trims
- Pictet Asset Management Holding SA$82M
- Select Equity Group, L.P.$77M
- Qube Research & Technologies Ltd$52M
- RAYMOND JAMES FINANCIAL INC$51M
- TRUIST FINANCIAL CORP$37M
- FEDERATED HERMES, INC.$36M
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 |
|---|---|---|---|---|
| BlackRock, Inc. added | 18,357,688 | $886M | 10.2% | 2026-Q2 |
| Capital World Investors trimmed | 11,473,053 | $554M | 6.4% | 2026-Q2 |
| FMR LLC added | 8,959,133 | $432M | 5.0% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 8,517,598 | $411M | 4.8% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 8,251,721 | $398M | 4.6% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 6,248,855 | $302M | 3.5% | 2026-Q2 |
| MORGAN STANLEY added | 6,040,241 | $291M | 3.4% | 2026-Q2 |
| STATE STREET CORP added | 5,908,053 | $285M | 3.3% | 2026-Q2 |
| Select Equity Group, L.P. trimmed | 5,840,259 | $282M | 3.3% | 2026-Q2 |
| ROYAL LONDON ASSET MANAGEMENT LTD trimmed | 5,488,673 | $265M | 3.1% | 2026-Q2 |
| Pictet Asset Management Holding SA trimmed | 4,962,910 | $239M | 2.8% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 4,578,348 | $221M | 2.6% | 2026-Q2 |
| Impax Asset Management Group plc added | 4,203,618 | $203M | 2.3% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 3,576,939 | $173M | 2.0% | 2026-Q2 |
| Jupiter Topco LLC new | 3,409,409 | $165M | 1.9% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 3,079,063 | $149M | 1.7% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 2,805,308 | $135M | 1.6% | 2026-Q2 |
| Camrose Capital Investment Partners LLP added | 2,504,211 | $121M | 1.4% | 2026-Q2 |
| NORDEA INVESTMENT MANAGEMENT AB added | 2,488,658 | $119M | 1.4% | 2026-Q2 |
| NORGES BANK added | 2,399,645 | $116M | 1.3% | 2026-Q2 |
| Findlay Park Partners LLP added | 2,395,854 | $116M | 1.3% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 2,362,339 | $114M | 1.3% | 2026-Q2 |
| FIDUCIARY MANAGEMENT INC /WI/ trimmed | 2,308,589 | $111M | 1.3% | 2026-Q2 |
| SPRUCE HOUSE INVESTMENT MANAGEMENT LLC | 2,150,000 | $104M | 1.2% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 2,068,088 | $100M | 1.2% | 2026-Q2 |
| Invesco Ltd. trimmed | 2,008,256 | $97M | 1.1% | 2026-Q2 |
| Forest Avenue Capital Management LP trimmed | 1,793,541 | $87M | 1.0% | 2026-Q2 |
| Liontrust Investment Partners LLP trimmed | 1,687,635 | $81M | 0.9% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 1,637,935 | $81M | 0.9% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 1,487,408 | $72M | 0.8% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 1,426,181 | $69M | 0.8% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 1,408,500 | $68M | 0.8% | 2026-Q2 |
| FERNBRIDGE CAPITAL MANAGEMENT LP added | 1,345,061 | $65M | 0.8% | 2026-Q2 |
| UBS Group AG added | 1,293,141 | $62M | 0.7% | 2026-Q2 |
| SAMLYN CAPITAL, LLC trimmed | 1,282,668 | $62M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 1,191,388 | $57M | 0.7% | 2026-Q2 |
| ACK Asset Management LLC added | 1,090,000 | $53M | 0.6% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 1,043,639 | $50M | 0.6% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 1,029,187 | $50M | 0.6% | 2026-Q2 |
| Hill City Capital, LP added | 1,028,650 | $50M | 0.6% | 2026-Q2 |
| CDAM (UK) Ltd trimmed | 1,017,772 | $49M | 0.6% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 985,716 | $48M | 0.5% | 2026-Q2 |
| Zimmer Partners, LP added | 933,357 | $45M | 0.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 902,777 | $44M | 0.5% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 862,156 | $42M | 0.5% | 2026-Q2 |
| Allianz Asset Management GmbH added | 829,464 | $41M | 0.5% | 2026-Q2 |
| Bornite Capital Management LP trimmed | 759,000 | $37M | 0.4% | 2026-Q2 |
| Robeco Schweiz AG trimmed | 711,784 | $34M | 0.4% | 2026-Q2 |
| Legal & General Group Plc added | 677,590 | $33M | 0.4% | 2026-Q2 |
| Nuveen, LLC trimmed | 664,708 | $32M | 0.4% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 625,176 | $30M | 0.3% | 2026-Q2 |
| Sunriver Management LLC new | 620,017 | $30M | 0.3% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 613,800 | $30M | 0.3% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 600,820 | $29M | 0.3% | 2026-Q2 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 586,576 | $28M | 0.3% | 2026-Q2 |
| GOODNOW INVESTMENT GROUP, LLC trimmed | 582,813 | $28M | 0.3% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 570,739 | $28M | 0.3% | 2026-Q2 |
| Daiwa Securities Group Inc. new | 554,982 | $27M | 0.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 553,866 | $27M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 552,050 | $27M | 0.3% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP trimmed | 544,715 | $26M | 0.3% | 2026-Q2 |
| CANYON CAPITAL ADVISORS LLC new | 510,000 | $25M | 0.3% | 2026-Q2 |
| Thomasville National Bank added | 499,731 | $24M | 0.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 493,852 | $24M | 0.3% | 2026-Q2 |
| Swedbank AB trimmed | 487,000 | $23M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 481,707 | $23M | 0.3% | 2026-Q2 |
| DF DENT & CO INC added | 479,476 | $23M | 0.3% | 2026-Q2 |
| Trigran Investments, Inc. added | 472,746 | $23M | 0.3% | 2026-Q2 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO added | 455,050 | $22M | 0.3% | 2026-Q2 |
| Lighthouse Investment Partners, LLC added | 443,486 | $21M | 0.2% | 2026-Q2 |
| Pembroke Management, LTD trimmed | 437,414 | $21M | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 419,100 | $20M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System added | 410,466 | $20M | 0.2% | 2026-Q2 |
| Local Pensions Partnership Investment Ltd | 403,000 | $19M | 0.2% | 2026-Q2 |
| MIROVA trimmed | 399,233 | $19M | 0.2% | 2026-Q2 |
| Freestone Grove Partners LP added | 391,766 | $19M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 377,400 | $18M | 0.2% | 2026-Q2 |
| Polar Capital Holdings Plc added | 373,710 | $18M | 0.2% | 2026-Q2 |
| FIL Ltd added | 365,953 | $18M | 0.2% | 2026-Q2 |
| Assenagon Asset Management S.A. trimmed | 363,881 | $18M | 0.2% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added | 340,260 | $16M | 0.2% | 2026-Q2 |
| MARSHALL WACE, LLP added | 332,321 | $16M | 0.2% | 2026-Q2 |
| CI INVESTMENTS INC. trimmed | 321,065 | $15M | 0.2% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP added | 272,193 | $13M | 0.2% | 2026-Q2 |
| HITE Hedge Asset Management LLC trimmed | 270,589 | $13M | 0.2% | 2026-Q2 |
| Gotham Asset Management, LLC added | 269,501 | $13M | 0.2% | 2026-Q2 |
| WEDGE CAPITAL MANAGEMENT L L P/NC added | 268,079 | $13M | 0.1% | 2026-Q2 |
| DNB Asset Management AS added | 264,983 | $13M | 0.1% | 2026-Q2 |
| Medina Value Partners, LLC new | 253,259 | $12M | 0.1% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 251,724 | $12M | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 249,467 | $12M | 0.1% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) trimmed | 246,377 | $12M | 0.1% | 2026-Q2 |
| SOROS FUND MANAGEMENT LLC added | 236,431 | $11M | 0.1% | 2026-Q2 |
| Perpetual Ltd added | 236,035 | $11M | 0.1% | 2026-Q2 |
| Engineers Gate Manager LP trimmed | 230,925 | $11M | 0.1% | 2026-Q2 |
| Verition Fund Management LLC added | 225,000 | $11M | 0.1% | 2026-Q2 |
| South Street Advisors LLC added | 223,094 | $11M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 218,284 | $11M | 0.1% | 2026-Q2 |
| Squarepoint Ops LLC added | 215,273 | $10M | 0.1% | 2026-Q2 |
| Clear Harbor Asset Management, LLC added | 212,816 | $10M | 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.