Who owns CX
Which tracked institutional funds hold CX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CX 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
73 tracked funds added or opened CX while 60 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
CX’s largest tracked holder by dollar value, DODGE & COX, sizes it at 0.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CX 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 303 tracked filers holding CX, 147 increased or opened the position and 154 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 CX 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 14
- BALYASNY ASSET MANAGEMENT L.P.$27M
- Atlas FRM LLC$25M
- ABS Investment Management LLC$6M
- Hood River Capital Management LLC$6M
- Eurizon Capital SGR S.p.A.$4M
- BARINGS LLC$3M
Full exits 21
- ACADIAN ASSET MANAGEMENT LLC$146M
- Amundi$36M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$25M
- JANE STREET GROUP, LLC$18M
- Man Group plc$16M
- HighTower Advisors, LLC$11M
Largest adds
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$341M
- GOLDMAN SACHS GROUP INC$143M
- MILLENNIUM MANAGEMENT LLC$80M
- FMR LLC$75M
- AQR CAPITAL MANAGEMENT LLC$58M
- BlackRock, Inc.$55M
Largest trims
- Orbis Allan Gray Ltd$85M
- OAKTREE CAPITAL MANAGEMENT LP$30M
- BNP PARIBAS FINANCIAL MARKETS$29M
- Grantham, Mayo, Van Otterloo & Co. LLC$24M
- BANK OF AMERICA CORP /DE/$16M
- Ramirez Asset Management, Inc.$13M
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 |
|---|---|---|---|---|
| DODGE & COX trimmed | 80,187,637 | $962M | 15.4% | 2026-Q2 |
| FMR LLC added | 38,339,310 | $460M | 7.4% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 28,452,677 | $341M | 5.5% | 2026-Q2 |
| Orbis Allan Gray Ltd trimmed | 28,304,697 | $340M | 5.4% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 25,964,062 | $312M | 5.0% | 2026-Q2 |
| PointState Capital LP | 25,243,519 | $303M | 4.9% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 24,220,594 | $291M | 4.7% | 2026-Q2 |
| Robeco Institutional Asset Management B.V. added | 19,273,085 | $231M | 3.7% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 15,718,374 | $189M | 3.0% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 15,622,740 | $187M | 3.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 14,706,903 | $176M | 2.8% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 13,478,257 | $162M | 2.6% | 2026-Q2 |
| MORGAN STANLEY added | 12,453,125 | $149M | 2.4% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 11,780,219 | $141M | 2.3% | 2026-Q2 |
| Itau Unibanco Holding S.A. added | 11,386,156 | $137M | 2.2% | 2026-Q2 |
| Hill City Capital, LP | 10,802,750 | $130M | 2.1% | 2026-Q2 |
| BRANDES INVESTMENT PARTNERS, LP added | 9,957,989 | $119M | 1.9% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 9,217,342 | $111M | 1.8% | 2026-Q2 |
| Corvex Management LP trimmed | 8,315,275 | $100M | 1.6% | 2026-Q2 |
| Blackstone Inc. trimmed | 7,500,000 | $90M | 1.4% | 2026-Q2 |
| WCM INVESTMENT MANAGEMENT, LLC added | 6,765,283 | $82M | 1.3% | 2026-Q2 |
| BlackRock, Inc. added | 6,191,390 | $74M | 1.2% | 2026-Q2 |
| Perpetual Ltd trimmed | 5,612,231 | $67M | 1.1% | 2026-Q2 |
| Marathon Asset Management Ltd trimmed | 4,368,041 | $52M | 0.8% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 4,253,697 | $51M | 0.8% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC added | 4,050,508 | $49M | 0.8% | 2026-Q2 |
| PANAGORA ASSET MANAGEMENT INC added | 4,042,675 | $49M | 0.8% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 3,920,531 | $47M | 0.8% | 2026-Q2 |
| STRS OHIO trimmed | 3,612,892 | $43M | 0.7% | 2026-Q2 |
| LETKO, BROSSEAU & ASSOCIATES INC trimmed | 3,593,425 | $43M | 0.7% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 3,468,432 | $42M | 0.7% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed | 3,445,300 | $41M | 0.7% | 2026-Q2 |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT trimmed | 3,157,800 | $38M | 0.6% | 2026-Q2 |
| SOROS FUND MANAGEMENT LLC added | 3,138,240 | $38M | 0.6% | 2026-Q2 |
| Black Creek Investment Management Inc. trimmed | 2,999,651 | $36M | 0.6% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 2,953,034 | $36M | 0.6% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 2,823,454 | $34M | 0.5% | 2026-Q2 |
| UBS Group AG added | 2,697,779 | $32M | 0.5% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 2,292,507 | $23M | 0.4% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 2,241,107 | $27M | 0.4% | 2026-Q2 |
| Atlas FRM LLC new | 2,120,000 | $25M | 0.4% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 2,034,834 | $24M | 0.4% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 1,683,957 | $20M | 0.3% | 2026-Q2 |
| Grantham, Mayo, Van Otterloo & Co. LLC trimmed | 1,672,363 | $20M | 0.3% | 2026-Q2 |
| Capital International Investors added | 1,485,750 | $18M | 0.3% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 1,408,772 | $17M | 0.3% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 1,221,316 | $15M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 1,006,548 | $12M | 0.2% | 2026-Q2 |
| MMBG INVESTMENT ADVISORS CO. | 929,427 | $11M | 0.2% | 2026-Q2 |
| Advisors Asset Management, Inc. added | 894,604 | $11M | 0.2% | 2026-Q2 |
| Capital Wealth Planning, LLC added | 885,772 | $11M | 0.2% | 2026-Q2 |
| Lighthouse Investment Partners, LLC added | 835,873 | $10M | 0.2% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 829,191 | $10M | 0.2% | 2026-Q2 |
| Legal & General Group Plc trimmed | 794,228 | $10M | 0.2% | 2026-Q2 |
| DEPRINCE RACE & ZOLLO INC trimmed | 754,548 | $9M | 0.1% | 2026-Q2 |
| Allianz Asset Management GmbH | 721,007 | $8M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 637,954 | $8M | 0.1% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO | 621,504 | $7M | 0.1% | 2026-Q2 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 608,966 | $7M | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 584,397 | $7M | 0.1% | 2026-Q2 |
| ABS Direct Equity Fund LLC trimmed | 536,100 | $6M | 0.1% | 2026-Q2 |
| ABS Investment Management LLC new | 536,100 | $6M | 0.1% | 2026-Q2 |
| Hood River Capital Management LLC new | 533,615 | $6M | 0.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 526,000 | $6M | 0.1% | 2026-Q2 |
| Nearwater Capital Markets, Ltd trimmed | 519,900 | $6M | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 504,092 | $6M | 0.1% | 2026-Q2 |
| ABC ARBITRAGE SA trimmed | 487,605 | $6M | 0.1% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. | 485,788 | $6M | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 450,254 | $5M | 0.1% | 2026-Q2 |
| CastleKnight Management LP trimmed | 414,000 | $5M | 0.1% | 2026-Q2 |
| STATE STREET CORP trimmed | 386,955 | $5M | 0.1% | 2026-Q2 |
| Tidal Investments LLC added | 381,085 | $5M | 0.1% | 2026-Q2 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 369,795 | $4M | 0.1% | 2026-Q2 |
| State of New Jersey Common Pension Fund D | 351,690 | $4M | 0.1% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP trimmed | 345,237 | $4M | 0.1% | 2026-Q2 |
| Eurizon Capital SGR S.p.A. new | 341,253 | $4M | 0.1% | 2026-Q2 |
| Creative Planning added | 333,671 | $4M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 294,114 | $4M | 0.1% | 2026-Q2 |
| B. Metzler seel. Sohn & Co. AG added | 278,240 | $3M | 0.1% | 2026-Q2 |
| LPL Financial LLC added | 263,410 | $3M | 0.1% | 2026-Q2 |
| RITHOLTZ WEALTH MANAGEMENT trimmed | 263,239 | $3M | 0.1% | 2026-Q2 |
| Capital International, Inc./CA/ added | 259,615 | $3M | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 240,068 | $3M | 0.0% | 2026-Q2 |
| BARINGS LLC new | 232,302 | $3M | 0.0% | 2026-Q2 |
| Covalis Capital LLP new | 228,398 | $3M | 0.0% | 2026-Q2 |
| Nuveen, LLC new | 211,594 | $3M | 0.0% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 203,140 | $2M | 0.0% | 2026-Q2 |
| Diversify Advisory Services, LLC added | 203,140 | $2M | 0.0% | 2026-Q2 |
| Northwest & Ethical Investments L.P. added | 187,094 | $2M | 0.0% | 2026-Q2 |
| MARSHALL WACE, LLP added | 179,983 | $2M | 0.0% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 176,697 | $2M | 0.0% | 2026-Q2 |
| Dorsey Wright & Associates trimmed | 164,338 | $2M | 0.0% | 2026-Q2 |
| Mitsubishi UFJ Trust & Banking Corp trimmed | 161,462 | $2M | 0.0% | 2026-Q2 |
| Vident Advisory, LLC trimmed | 160,366 | $2M | 0.0% | 2026-Q2 |
| Quantinno Capital Management LP added | 158,185 | $2M | 0.0% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 153,019 | $2M | 0.0% | 2026-Q2 |
| Caprock Group, LLC trimmed | 151,380 | $2M | 0.0% | 2026-Q2 |
| Crossmark Global Holdings, Inc. added | 124,602 | $1M | 0.0% | 2026-Q2 |
| BARCLAYS PLC added | 117,465 | $1M | 0.0% | 2026-Q2 |
| Harbour Capital Advisors, LLC added | 112,105 | $1M | 0.0% | 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.