COTERRA ENERGY INC (CTRA) Institutional Shareholders
COTERRA ENERGY INC (CTRA) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $277.38M in CTRA holdings during the latest filing period.
Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc is currently the largest disclosed institutional shareholder of CTRA tracked by InsiderSet, reporting ownership valued at approximately $138.71M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $128.53M, representing an estimated loss of -7.34% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 97% of the total disclosed CTRA value among the investors covered in this analysis. Major shareholders include Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc, O'Connor Alternative Investments Llc, Cwm, Llc, and several other long-term asset managers with concentrated positions in COTERRA ENERGY INC (CTRA).
This page ranks the largest institutional CTRA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
31
Total Reported Value
$277.38M
Largest Holder
Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc
Largest Position
$138.71M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
93
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.03% | 3,947,393 | $138,711,390 | $128,527,116 | -$10,184,274 | -7.34% | |
| O'Connor Alternative Investments Llc | 4.75% | 1,002,337 | $35,222,121 | $32,636,093 | -$2,586,028 | -7.34% | |
| Cwm, Llc | 0.06% | 695,265 | $24,431,616 | $22,637,828 | -$1,793,788 | -7.34% | |
| Mirae Asset Global Investments Co., Ltd. | 0.07% | 680,412 | $23,909,678 | $22,154,215 | -$1,755,463 | -7.34% | |
| Varma Mutual Pension Insurance Co | 0.08% | 410,191 | $14,414,112 | $13,355,819 | -$1,058,293 | -7.34% | |
| Janus Henderson Group Plc | 0.01% | 318,594 | $11,195,024 | $10,373,421 | -$821,603 | -7.34% | |
| Dekabank Deutsche Girozentrale | 0.01% | 184,207 | $6,631,000 | $5,997,780 | -$633,220 | -9.55% | |
| Pathstone Holdings, Llc | 0.02% | 172,689 | $6,068,290 | $5,622,754 | -$445,536 | -7.34% | |
| Signet Financial Management, Llc | 0.42% | 106,415 | $3,739,422 | $3,464,872 | -$274,550 | -7.34% | |
| M&T Bank Corp | 0.01% | 98,982 | $3,477,954 | $3,222,854 | -$255,100 | -7.33% | |
| Exencial Wealth Advisors, Llc | 0.05% | 46,341 | $1,628,436 | $1,508,863 | -$119,573 | -7.34% | |
| U.S. Capital Wealth Advisors, Llc | 0.04% | 44,281 | $1,556,027 | $1,441,789 | -$114,238 | -7.34% | |
| Sunbelt Securities, Inc. | 0.06% | 28,201 | $990,984 | $918,225 | -$72,759 | -7.34% | |
| Brooklyn Investment Group | 0.03% | 27,927 | $981,337 | $909,303 | -$72,034 | -7.34% | |
| J. Safra Sarasin Holding Ag | 0.01% | 18,933 | $665,306 | $616,458 | -$48,848 | -7.34% | |
| Ensign Peak Advisors, Inc | 0.00% | 18,270 | $642,008 | $594,871 | -$47,137 | -7.34% | |
| Dgs Capital Management, Llc | 0.09% | 15,962 | $560,905 | $519,723 | -$41,182 | -7.34% | |
| Cim Investment Management Inc | 0.15% | 15,664 | $550,433 | $510,020 | -$40,413 | -7.34% | |
| B. Riley Wealth Advisors, Inc. | 0.01% | 16,933 | $489,368 | $551,338 | +$61,970 | +12.66% | |
| Integrity Wealth Advisors, Inc. | 0.22% | 10,302 | $362,012 | $335,433 | -$26,579 | -7.34% | |
| Journey Strategic Wealth Llc | 0.01% | 8,090 | $284,282 | $263,410 | -$20,872 | -7.34% | |
| Advisors Asset Management, Inc. | 0.00% | 14,135 | $268,565 | $460,236 | +$191,671 | +71.37% | |
| Gibbs Wealth Management | 0.03% | 5,710 | $200,649 | $185,918 | -$14,731 | -7.34% | |
| Sendero Wealth Management, Llc | 0.02% | 5,702 | $200,369 | $185,657 | -$14,712 | -7.34% | |
| Ifp Advisors, Inc | 0.00% | 4,188 | $115,170 | $136,361 | +$21,191 | +18.40% | |
| Montag A & Associates Inc | 0.00% | 1,850 | $65,009 | $60,236 | -$4,773 | -7.34% | |
| Anfield Capital Management, Llc | 0.00% | 215 | $7,555 | $7,000 | -$555 | -7.34% | |
| Evelyn Partners Investment Management Llp | 0.00% | 176 | $6,185 | $5,731 | -$454 | -7.35% | |
| Bare Financial Services, Inc | 0.00% | 152 | $5,341 | $4,949 | -$392 | -7.34% | |
| Hudson Edge Investment Partners Inc. | 0.00% | 86 | $2,800 | $2,800 | +$0 | +0.01% | |
| Huntington National Bank | 0.00% | 1 | $33 | $33 | -$0 | -1.33% |
Frequently asked questions about CTRA
Who owns the most CTRA stock?
The largest holders of CTRA are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for COTERRA ENERGY INC (CTRA).
Is CTRA widely held by superinvestors?
Many widely followed stocks like CTRA appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CTRA is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.