CLEVELAND-CLIFFS INC (CLF) Stock Institutional Trading Activity
CLEVELAND-CLIFFS INC (CLF) position changes reported by tracked institutional filers across multiple SEC 13F reporting periods. Based on recent SEC 13F filings (Q4 2025), investors with some of the largest reported share count changes include Renaissance Technologies LLC, Cullen Value Fund, Tweedy, Browne Co All Funds (US), Sequoia Financial Advisors, and Mairs & Power Growth Fund. Explore insights into buying and selling patterns, position changes, and investment conviction levels to understand institutional trading behavior and market dynamics.
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- CLEVELAND-CLIFFS INC (CLF) stock institutional ownership
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| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q4 2025 | Tweedy, Browne Co All Funds (US) | Buy | 8,640 | 60,627 | $805,127 |
| Q4 2025 | Renaissance Technologies LLC | Buy | 360,700 | 653,359 | $8,676,608 |
| Q4 2025 | Cullen Value Fund | Buy | 9,000 | 62,069 | $792,002 |
| Q3 2025 | Tweedy, Browne Co All Funds (US) | Buy | 26,480 | 51,987 | $634,241 |
| Q3 2025 | Mairs & Power Growth Fund | Sell | -2,500 | 13,500 | $164,700 |
| Q3 2025 | Sequoia Financial Advisors | Buy | 5,489 | 38,421 | $468,737 |
| Q3 2025 | Renaissance Technologies LLC | Sell | -47,800 | 292,659 | $3,570,440 |
| Q3 2025 | Cullen Value Fund | Sell | -7,000 | 53,069 | $676,632 |
| Q2 2025 | Tweedy, Browne Co All Funds (US) | Buy | 14,142 | 25,507 | $193,853 |
| Q2 2025 | Sequoia Financial Advisors | Sell | -2,769 | 32,932 | $250,284 |
| Q2 2025 | Cullen Value Fund | Buy | 15,000 | 60,069 | $456,525 |
| Q1 2025 | Tweedy, Browne Co All Funds (US) | Buy | 11,365 | 11,365 | $93,420 |
| Q1 2025 | Fairfax Financial Holdings | Buy | 9,000,000 | 14,899,273 | $122,472,024 |
| Q1 2025 | Sequoia Financial Advisors | Buy | 12,007 | 35,701 | $293,463 |
| Q1 2025 | Cullen Value Fund | Sell | -3,000 | 45,069 | $370,468 |
| Q4 2024 | Fairfax Financial Holdings | Buy | 5,899,273 | 5,899,273 | $55,453,166 |
| Q4 2024 | Mairs & Power Growth Fund | Sell | -3,000 | 16,000 | $150,400 |
| Q4 2024 | Sequoia Financial Advisors | Sell | -1,928 | 23,694 | $222,724 |
| Q4 2024 | Cullen Value Fund | Buy | 9,650 | 48,069 | $451,850 |
| Q3 2024 | Mairs & Power Growth Fund | Sell | -1,000 | 19,000 | $242,630 |
| Q3 2024 | Sequoia Financial Advisors | Sell | -61,921 | 25,622 | $327,193 |
| Q3 2024 | Cullen Value Fund | Buy | 200 | 38,419 | $490,612 |
| Q2 2024 | Mairs & Power Growth Fund | Sell | -6,000 | 20,000 | $307,800 |
| Q2 2024 | Cullen Value Fund | Sell | -725 | 38,219 | $588,193 |
| Q1 2024 | Sound Shore Management | Sell | -206,039 | 3,831,468 | $87,127,583 |
| Q1 2024 | Miller Value Partners | Sell | -2,900 | 9,198 | $209,163 |
| Q1 2024 | First Eagle U.S. Value | Sell | -4,633 | 23,863 | $542,644 |
| Q4 2023 | Sound Shore Management | Buy | 334,739 | 4,037,507 | $82,445,893 |
| Q4 2023 | First Eagle U.S. Value | Buy | 500 | 28,496 | $581,888 |
| Q4 2023 | Cullen Value Fund | Buy | 38,944 | 38,944 | $795,232 |
Frequently asked questions about CLF activity
Which institutional owners are buying CLF?
Institutional owners buying CLF include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in CLF activity?
"Buy" means an investor increased their reported position in CLF compared to the prior reporting period. This reflects growing exposure to CLEVELAND-CLIFFS INC (CLF) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in CLF increasing?
Institutional interest in CLF can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.