CLEVELAND-CLIFFS INC (CLF) Institutional Buying Activity
Institutional investors tracked by InsiderSet increased exposure to CLEVELAND-CLIFFS INC (CLF) during the quarter ended June 30, 2026 through a combination of new purchases and expanded existing positions disclosed in SEC Form 13F filings.
The largest institutional buyer of CLF during the latest reporting period was Fairfax Financial Holdings, which increased its reported CLF position by approximately $73.98M based on quarter-end filing values. Several additional hedge funds and long-term asset managers also reported meaningful increases in CLF exposure during the quarter.
Institutional buying activity can provide insight into investor conviction, sector allocation trends, and smart money positioning toward CLEVELAND-CLIFFS INC (CLF). InsiderSet tracks quarterly accumulation trends, new institutional positions, ownership increases, and estimated performance of newly disclosed holdings using SEC filing data and recent market prices.
The investors highlighted on this page collectively added approximately $150.20M in reported CLF exposure during the latest filing period, reflecting continued institutional interest in CLEVELAND-CLIFFS INC's growth initiatives and strategic positioning.
| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q2 2026 | Sequoia Financial Advisors | Buy | 504 | 29,807 | $279,888 |
| Q1 2026 | Sequoia Financial Advisors | Buy | 6,145 | 29,303 | $247,611 |
| 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 |
| Q4 2025 | Tweedy, Browne Co All Funds (US) | Buy | 8,640 | 60,627 | $805,127 |
| Q3 2025 | Tweedy, Browne Co All Funds (US) | Buy | 26,480 | 51,987 | $634,241 |
| Q3 2025 | Sequoia Financial Advisors | Buy | 5,489 | 38,421 | $468,737 |
| Q2 2025 | Cullen Value Fund | Buy | 15,000 | 60,069 | $456,525 |
| Q2 2025 | Tweedy, Browne Co All Funds (US) | Buy | 14,142 | 25,507 | $193,853 |
| 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 | Tweedy, Browne Co All Funds (US) | Buy | 11,365 | 11,365 | $93,420 |
| Q4 2024 | Fairfax Financial Holdings | Buy | 5,899,273 | 5,899,273 | $55,453,166 |
| Q4 2024 | Cullen Value Fund | Buy | 9,650 | 48,069 | $451,850 |
| Q3 2024 | Cullen Value Fund | Buy | 200 | 38,419 | $490,612 |
| Q4 2023 | Sound Shore Management | Buy | 334,739 | 4,037,507 | $82,445,893 |
| Q4 2023 | Cullen Value Fund | Buy | 38,944 | 38,944 | $795,232 |
| Q4 2023 | First Eagle U.S. Value | Buy | 500 | 28,496 | $581,888 |
| Q3 2023 | First Eagle U.S. Value | Buy | 1,686 | 27,996 | $437,577 |
| Q2 2023 | Sound Shore Management | Buy | 359,754 | 4,194,564 | $70,300,893 |
| Q2 2023 | Mairs & Power Growth Fund | Buy | 26,000 | 26,000 | $435,760 |
| Q1 2023 | First Eagle U.S. Value | Buy | 23,966 | 26,410 | $484,095 |
| Q4 2022 | First Eagle U.S. Value | Buy | 530 | 2,444 | $39,372 |
| Q3 2022 | Sound Shore Management | Buy | 4,829,215 | 4,829,215 | $65,050 |
| Q3 2022 | Renaissance Technologies LLC | Buy | 2,253,582 | 3,505,941 | $47,225 |
| Q3 2022 | Miller Value Partners | Buy | 130,150 | 2,738,983 | $36,894 |
| Q3 2022 | First Eagle U.S. Value | Buy | 1,089 | 1,914 | $26 |
| Q2 2022 | Miller Value Partners | Buy | 398,017 | 2,608,833 | $40,098 |
| Q1 2022 | Miller Value Partners | Buy | 2,201,118 | 2,210,816 | $71,210 |
| Q1 2022 | First Eagle U.S. Value | Buy | 919 | 919 | $30 |
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.