Who owns CPF (CPF)
Which tracked institutional funds hold CPF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CPF 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
48 tracked funds added or opened CPF while 23 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
CPF’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 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes CPF more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in CPF 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 200 tracked filers holding CPF, 100 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 CPF 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 13
- VANGUARD CAPITAL MANAGEMENT LLC$36M
- VANGUARD PORTFOLIO MANAGEMENT LLC$24M
- VANGUARD FIDUCIARY TRUST CO$5M
- CITADEL ADVISORS LLC$4M
- Integrated Quantitative Investments LLC$2M
- JANE STREET GROUP, LLC$2M
Full exits 6
- VANGUARD GROUP INC$58M
- WELLINGTON MANAGEMENT GROUP LLP$7M
- TWO SIGMA ADVISERS, LP$7M
- ALGERT GLOBAL LLC$1M
- Verition Fund Management LLC$718K
- Brandywine Global Investment Management, LLC$522K
Largest adds
- Qube Research & Technologies Ltd$8M
- TWO SIGMA INVESTMENTS, LP$5M
- BlackRock, Inc.$4M
- GOLDMAN SACHS GROUP INC$3M
- GEODE CAPITAL MANAGEMENT, LLC$3M
- AMERICAN CENTURY COMPANIES INC$3M
Largest trims
- AMERIPRISE FINANCIAL INC$8M
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$5M
- HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$4M
- MILLENNIUM MANAGEMENT LLC$3M
- HSBC HOLDINGS PLC$2M
- CRAMER ROSENTHAL MCGLYNN LLC$2M
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. added | 3,887,883 | $124M | 14.7% | 2026-Q1 |
| HoldCo Asset Management, LP | 2,427,576 | $78M | 9.1% | 2026-Q1 |
| STATE STREET CORP added | 1,267,441 | $41M | 4.8% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 1,238,936 | $40M | 4.7% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,129,909 | $36M | 4.3% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 900,745 | $29M | 3.4% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 853,386 | $27M | 3.2% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 740,652 | $24M | 2.8% | 2026-Q1 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. trimmed | 731,533 | $23M | 2.8% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 714,825 | $23M | 2.7% | 2026-Q1 |
| LSV ASSET MANAGEMENT trimmed | 615,130 | $20M | 2.3% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 559,390 | $18M | 2.1% | 2026-Q1 |
| Nuveen, LLC added | 433,259 | $14M | 1.6% | 2026-Q1 |
| MORGAN STANLEY added | 393,404 | $13M | 1.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 391,962 | $13M | 1.5% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC trimmed | 370,055 | $12M | 1.4% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 354,010 | $11M | 1.3% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 345,744 | $11M | 1.3% | 2026-Q1 |
| NORTHERN TRUST CORP added | 311,159 | $10M | 1.2% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 311,084 | $10M | 1.2% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 285,968 | $9M | 1.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 274,661 | $9M | 1.0% | 2026-Q1 |
| FMR LLC added | 265,104 | $8M | 1.0% | 2026-Q1 |
| CRAMER ROSENTHAL MCGLYNN LLC trimmed | 259,025 | $8M | 1.0% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 247,848 | $8M | 0.9% | 2026-Q1 |
| Invesco Ltd. added | 206,551 | $7M | 0.8% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 197,087 | $6M | 0.7% | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed | 185,619 | $6M | 0.7% | 2026-Q1 |
| Twin Lakes Capital Management, LLC trimmed | 184,144 | $6M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 167,304 | $5M | 0.6% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 162,431 | $5M | 0.6% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 141,306 | $5M | 0.5% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 132,222 | $4M | 0.5% | 2026-Q1 |
| Empowered Funds, LLC added | 130,087 | $4M | 0.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 118,390 | $4M | 0.4% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 113,528 | $4M | 0.4% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 112,143 | $4M | 0.4% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 100,096 | $3M | 0.4% | 2026-Q1 |
| BESSEMER GROUP INC | 99,831 | $3M | 0.4% | 2026-Q1 |
| Public Sector Pension Investment Board added | 94,318 | $3M | 0.4% | 2026-Q1 |
| Trexquant Investment LP added | 89,464 | $3M | 0.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 83,791 | $3M | 0.3% | 2026-Q1 |
| AUXIER ASSET MANAGEMENT LLC trimmed | 83,480 | $3M | 0.3% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 77,692 | $2M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 77,156 | $2M | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 76,151 | $2M | 0.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 76,105 | $2M | 0.3% | 2026-Q1 |
| KENNEDY CAPITAL MANAGEMENT LLC added | 75,922 | $2M | 0.3% | 2026-Q1 |
| MARTINGALE ASSET MANAGEMENT L P added | 73,050 | $2M | 0.3% | 2026-Q1 |
| Fisher Asset Management, LLC trimmed | 69,063 | $2M | 0.3% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 68,546 | $2M | 0.3% | 2026-Q1 |
| Integrated Quantitative Investments LLC new | 66,458 | $2M | 0.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 65,462 | $2M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 65,134 | $2M | 0.2% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC added | 64,054 | $2M | 0.2% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 60,387 | $2M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 58,721 | $2M | 0.2% | 2026-Q1 |
| Allianz Asset Management GmbH trimmed | 57,669 | $2M | 0.2% | 2026-Q1 |
| UBS Group AG trimmed | 53,129 | $2M | 0.2% | 2026-Q1 |
| Quantinno Capital Management LP added | 52,726 | $2M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 51,385 | $2M | 0.2% | 2026-Q1 |
| Swiss National Bank | 50,600 | $2M | 0.2% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 46,418 | $1M | 0.2% | 2026-Q1 |
| HRT FINANCIAL LP added | 46,173 | $1M | 0.2% | 2026-Q1 |
| Y-Intercept (Hong Kong) Ltd added | 45,971 | $1M | 0.2% | 2026-Q1 |
| WINTON GROUP Ltd added | 44,590 | $1M | 0.2% | 2026-Q1 |
| PANAGORA ASSET MANAGEMENT INC trimmed | 41,154 | $1M | 0.2% | 2026-Q1 |
| State of Tennessee, Department of Treasury added | 39,578 | $1M | 0.1% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL trimmed | 37,208 | $1M | 0.1% | 2026-Q1 |
| POLEN CAPITAL MANAGEMENT LLC added | 32,323 | $1M | 0.1% | 2026-Q1 |
| Susquehanna Portfolio Strategies, LLC | 32,261 | $1M | 0.1% | 2026-Q1 |
| TEACHER RETIREMENT SYSTEM OF TEXAS added | 32,066 | $1M | 0.1% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 28,941 | $929K | 0.1% | 2026-Q1 |
| HANCOCK WHITNEY CORP trimmed | 27,836 | $926K | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 28,255 | $903K | 0.1% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 27,008 | $863K | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 27,626 | $861K | 0.1% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 26,469 | $846K | 0.1% | 2026-Q1 |
| CITIGROUP INC trimmed | 26,325 | $841K | 0.1% | 2026-Q1 |
| BARCLAYS PLC trimmed | 26,098 | $834K | 0.1% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co added | 25,972 | $830K | 0.1% | 2026-Q1 |
| SummerHaven Investment Management, LLC trimmed | 25,612 | $819K | 0.1% | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 24,025 | $768K | 0.1% | 2026-Q1 |
| SEI INVESTMENTS CO added | 23,969 | $766K | 0.1% | 2026-Q1 |
| GLOBEFLEX CAPITAL L P | 23,571 | $753K | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 22,777 | $728K | 0.1% | 2026-Q1 |
| Horizon Investments, LLC added | 22,621 | $723K | 0.1% | 2026-Q1 |
| BAILARD, INC. trimmed | 21,836 | $698K | 0.1% | 2026-Q1 |
| Amundi added | 21,514 | $688K | 0.1% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 21,263 | $680K | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 1,866,138 | $58M | 6.9% | 2025-Q4 stale |
| North Reef Capital Management LP added | 298,482 | $8M | 1.0% | 2025-Q1 stale |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 239,051 | $7M | 0.9% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP added | 235,168 | $7M | 0.9% | 2025-Q4 stale |
| Jackson Creek Investment Advisors LLC added | 57,999 | $2M | 0.2% | 2025-Q2 stale |
| Assenagon Asset Management S.A. trimmed | 49,760 | $1M | 0.2% | 2025-Q2 stale |
| ALGERT GLOBAL LLC trimmed | 32,387 | $1M | 0.1% | 2025-Q4 stale |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 34,066 | $955K | 0.1% | 2025-Q2 stale |
| Cubist Systematic Strategies, LLC trimmed | 25,812 | $783K | 0.1% | 2025-Q3 stale |
| Verition Fund Management LLC added | 23,029 | $718K | 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.