CLEVELAND-CLIFFS INC (CLF) Institutional Ownership
CLF is currently held by 4 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $126.64M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.
The largest disclosed holder is Fairfax Financial Holdings, which reported ownership valued at approximately $125.75M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Fairfax Financial Holdings's CLF position is now estimated to be worth approximately $166.28M, representing an estimated gain of +32.23% since the filing period.
Major shareholders tracked on this page include Fairfax Financial Holdings, Cullen Value Fund, Sequoia Financial Advisors, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.
This page tracks smart money ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward CLEVELAND-CLIFFS INC (CLF).
Institutional Ownership Trend
| Portfolio quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q1 2026 | 4 | $126,636,034 | 15,004,145 |
| Q4 2025 | 6 | $208,473,909 | 15,711,986 |
| Q3 2025 | 6 | $187,285,881 | 15,348,909 |
| Q2 2025 | 5 | $114,256,737 | 15,033,781 |
| Q1 2025 | 5 | $123,360,895 | 15,007,408 |
| Q4 2024 | 4 | $56,278,140 | 5,987,036 |
| Q3 2024 | 3 | $1,060,435 | 83,041 |
| Q2 2024 | 2 | $895,993 | 58,219 |
| Q1 2024 | 5 | $89,342,192 | 3,929,473 |
| Q4 2023 | 4 | $84,353,933 | 4,130,947 |
| Q3 2023 | 3 | $58,718,221 | 3,756,764 |
| Q2 2023 | 4 | $71,380,370 | 4,258,972 |
Related CLF Institutional Insights:
- CLF Institutional Ownership & Insiders Activity
- CLF Institutional Ownership & 13F Activity
- CLF Top Institutional Shareholders
- CLF Institutional Buying Activity
- CLF Institutional Selling Activity
- Basic Materials Sector Institutional Ownership
- Basic Materials Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Basic Materials Stocks By Institutional Investors
- Most Sold Basic Materials Stocks By Institutional Investors
- CLF Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings