Who owns CVE
Which tracked institutional funds hold CVE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CVE company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-02). 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
98 tracked funds added or opened CVE while 163 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
CVE’s largest tracked holder by dollar value, Capital World Investors, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CVE 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 465 tracked filers holding CVE, 251 increased or opened the position and 228 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 CVE 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 30
- CIDEL ASSET MANAGEMENT INC$15M
- HATCH COVE CAPITAL, LLC$13M
- Y-Intercept (Hong Kong) Ltd$12M
- HENNESSY ADVISORS INC$8M
- NAVELLIER & ASSOCIATES INC$7M
- Counterpoint Mutual Funds LLC$7M
Full exits 36
- Amundi$142M
- DekaBank Deutsche Girozentrale$18M
- U.S. Capital Wealth Advisors, LLC$18M
- ExodusPoint Capital Management, LP$17M
- Contrarius Group Holdings Ltd$14M
- Verition Fund Management LLC$10M
Largest adds
- CANADA PENSION PLAN INVESTMENT BOARD$208M
- BANK OF MONTREAL /CAN/$195M
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/$142M
- 1832 Asset Management L.P.$123M
- Connor, Clark & Lunn Investment Management Ltd.$122M
- JANE STREET GROUP, LLC$97M
Largest trims
- Capital Research Global Investors$1.3B
- GQG Partners LLC$297M
- BANK OF AMERICA CORP /DE/$234M
- FIL Ltd$207M
- Capital World Investors$183M
- FMR LLC$178M
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 |
|---|---|---|---|---|
| Capital World Investors trimmed | 73,836,143 | $1.8B | 8.2% | 2026-Q2 |
| Capital Research Global Investors trimmed | 59,770,371 | $1.5B | 6.7% | 2026-Q2 |
| Capital International Investors trimmed | 46,865,234 | $1.2B | 5.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 43,042,749 | $1.1B | 4.8% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 38,398,577 | $953M | 4.3% | 2026-Q2 |
| FIL Ltd trimmed | 37,380,066 | $927M | 4.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 32,921,767 | $816M | 3.7% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 24,935,735 | $619M | 2.8% | 2026-Q2 |
| FMR LLC trimmed | 23,947,379 | $594M | 2.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 21,419,375 | $531M | 2.4% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP trimmed | 21,250,409 | $748M | 3.4% | 2026-Q2 |
| Boston Partners added | 17,723,396 | $443M | 2.0% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 17,117,654 | $424M | 1.9% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 17,038,600 | $423M | 1.9% | 2026-Q2 |
| GQG Partners LLC trimmed | 16,592,495 | $412M | 1.8% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 16,121,165 | $651M | 2.9% | 2026-Q2 |
| CIBC Asset Management Inc trimmed | 15,264,422 | $379M | 1.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 14,901,286 | $370M | 1.7% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 14,396,379 | $362M | 1.6% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 14,283,683 | $356M | 1.6% | 2026-Q2 |
| TD Asset Management Inc trimmed | 14,180,930 | $352M | 1.6% | 2026-Q2 |
| Smead Capital Management, Inc. trimmed | 13,370,631 | $331M | 1.5% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 11,821,936 | $293M | 1.3% | 2026-Q2 |
| CIBC WORLD MARKET INC. trimmed | 11,349,564 | $281M | 1.3% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 10,562,249 | $262M | 1.2% | 2026-Q2 |
| Vanguard Global Advisers, LLC added | 10,416,669 | $258M | 1.2% | 2026-Q2 |
| TD Waterhouse Canada Inc. trimmed | 9,663,869 | $237M | 1.1% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 9,540,752 | $236M | 1.1% | 2026-Q2 |
| 1832 Asset Management L.P. added | 8,440,355 | $209M | 0.9% | 2026-Q2 |
| MORGAN STANLEY trimmed | 8,415,330 | $209M | 0.9% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 7,970,976 | $199M | 0.9% | 2026-Q2 |
| BlackRock, Inc. trimmed | 7,389,302 | $183M | 0.8% | 2026-Q2 |
| Invesco Ltd. trimmed | 7,322,649 | $182M | 0.8% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 6,932,531 | $172M | 0.8% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 6,558,465 | $163M | 0.7% | 2026-Q2 |
| BANK OF NOVA SCOTIA added | 6,318,404 | $157M | 0.7% | 2026-Q2 |
| PICTON MAHONEY ASSET MANAGEMENT added | 5,987,906 | $148M | 0.7% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 5,935,567 | $147M | 0.7% | 2026-Q2 |
| Alberta Investment Management Corp trimmed | 5,798,511 | $144M | 0.6% | 2026-Q2 |
| LETKO, BROSSEAU & ASSOCIATES INC trimmed | 5,327,707 | $132M | 0.6% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 5,297,578 | $131M | 0.6% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec trimmed | 5,220,777 | $129M | 0.6% | 2026-Q2 |
| TORONTO DOMINION BANK added | 5,145,543 | $128M | 0.6% | 2026-Q2 |
| Ninepoint Partners LP added | 5,100,000 | $127M | 0.6% | 2026-Q2 |
| Merewether Investment Management, LP added | 4,871,447 | $121M | 0.5% | 2026-Q2 |
| Recurrent Investment Advisors LLC trimmed | 4,739,325 | $123M | 0.6% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 4,658,262 | $116M | 0.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 4,264,051 | $106M | 0.5% | 2026-Q2 |
| Swiss National Bank trimmed | 4,261,035 | $105M | 0.5% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 4,240,133 | $105M | 0.5% | 2026-Q2 |
| Legal & General Group Plc trimmed | 4,173,330 | $104M | 0.5% | 2026-Q2 |
| Capital International, Inc./CA/ trimmed | 4,063,578 | $101M | 0.5% | 2026-Q2 |
| Canoe Financial LP trimmed | 3,959,392 | $98M | 0.4% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 3,847,926 | $95M | 0.4% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 3,685,060 | $91M | 0.4% | 2026-Q2 |
| AEGIS FINANCIAL CORP | 3,451,821 | $86M | 0.4% | 2026-Q2 |
| Clearbridge Investments, LLC added | 3,383,955 | $84M | 0.4% | 2026-Q2 |
| UBS Group AG trimmed | 3,079,094 | $76M | 0.3% | 2026-Q2 |
| Alyeska Investment Group, L.P. trimmed | 2,903,727 | $72M | 0.3% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 2,893,786 | $72M | 0.3% | 2026-Q2 |
| Yaupon Capital Management LP added | 2,891,599 | $72M | 0.3% | 2026-Q2 |
| INTACT INVESTMENT MANAGEMENT INC. trimmed | 2,719,770 | $67M | 0.3% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 2,681,623 | $67M | 0.3% | 2026-Q2 |
| Scheer, Rowlett & Associates Investment Management Ltd. trimmed | 2,680,018 | $67M | 0.3% | 2026-Q2 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp added | 2,529,596 | $63M | 0.3% | 2026-Q2 |
| Hillsdale Investment Management Inc. added | 2,387,412 | $59M | 0.3% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 2,301,494 | $57M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 2,290,842 | $57M | 0.3% | 2026-Q2 |
| MUFG SECURITIES (CANADA), LTD. trimmed | 1,909,564 | $47M | 0.2% | 2026-Q2 |
| Life Cycle Investment Partners Ltd added | 1,671,658 | $41M | 0.2% | 2026-Q2 |
| Nuveen, LLC added | 1,627,553 | $40M | 0.2% | 2026-Q2 |
| Bank of New York Mellon Corp added | 1,606,423 | $40M | 0.2% | 2026-Q2 |
| Public Sector Pension Investment Board added | 1,422,468 | $35M | 0.2% | 2026-Q2 |
| Greenfield Seitz Capital Management, LLC added | 1,378,040 | $34M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 1,358,206 | $34M | 0.2% | 2026-Q2 |
| Allianz Asset Management GmbH added | 1,331,483 | $35M | 0.2% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 1,298,817 | $32M | 0.1% | 2026-Q2 |
| CAPITAL INTERNATIONAL SARL added | 1,292,480 | $32M | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,218,282 | $30M | 0.1% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 1,176,000 | $29M | 0.1% | 2026-Q2 |
| COOKSON PEIRCE & CO INC added | 1,151,707 | $29M | 0.1% | 2026-Q2 |
| Waratah Capital Advisors Ltd. added | 1,110,707 | $28M | 0.1% | 2026-Q2 |
| Korea Investment CORP trimmed | 1,074,687 | $27M | 0.1% | 2026-Q2 |
| BARCLAYS PLC added | 961,076 | $24M | 0.1% | 2026-Q2 |
| SCOTIA CAPITAL INC. added | 926,806 | $23M | 0.1% | 2026-Q2 |
| M&G PLC trimmed | 849,098 | $19M | 0.1% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) trimmed | 830,120 | $21M | 0.1% | 2026-Q2 |
| Hosking Partners LLP trimmed | 795,192 | $20M | 0.1% | 2026-Q2 |
| State of Tennessee, Department of Treasury added | 771,454 | $19M | 0.1% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 728,947 | $18M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 717,456 | $18M | 0.1% | 2026-Q2 |
| OMERS ADMINISTRATION Corp added | 696,476 | $17M | 0.1% | 2026-Q2 |
| Arax Advisory Partners added | 684,591 | $17M | 0.1% | 2026-Q2 |
| SIR Capital Management, L.P. trimmed | 674,191 | $17M | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 671,924 | $22M | 0.1% | 2026-Q2 |
| CAPITAL INTERNATIONAL LTD /CA/ added | 666,358 | $17M | 0.1% | 2026-Q2 |
| Vanguard Investments Australia, Ltd. trimmed | 632,098 | $16M | 0.1% | 2026-Q2 |
| Creative Planning added | 625,014 | $16M | 0.1% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 612,992 | $15M | 0.1% | 2026-Q2 |
| MAK CAPITAL ONE LLC | 536,832 | $16M | 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.