CTRA Institutional Ownership & Shareholders
COTERRA ENERGY INC (CTRA) is currently held by 21 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $300.84M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.
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 98% 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, Neuberger Berman Group Llc, O'Connor Alternative Investments 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
21
Total Reported Value
$300.84M
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
Q1 2026
New Institutional Positions
92
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% | |
| Neuberger Berman Group Llc | 0.04% | 2,150,796 | $56,652,419 | $70,029,918 | +$13,377,499 | +23.61% | |
| 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% | |
| 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% | |
| 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% | |
| 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% | |
| 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% | |
| 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% | |
| Huntington National Bank | 0.00% | 1 | $33 | $33 | -$0 | -1.33% |
Frequently asked questions about CTRA
Who are the largest institutional holders of CTRA?
The largest institutional holders of CTRA reported in the latest SEC Form 13F filings include Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc, Neuberger Berman Group Llc, O'Connor Alternative Investments Llc, Cwm, Llc, and Varma Mutual Pension Insurance Co. InsiderSet ranks institutional holders by their latest reported CTRA position.
What is CTRA institutional ownership?
This page tracks CTRA positions reported by institutional investment managers through SEC Form 13F. COTERRA ENERGY INC (CTRA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CTRA?
InsiderSet currently tracks 21 institutional managers reporting CTRA holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CTRA shareholders.
How much CTRA stock do institutions own?
Institutional investment managers disclosed approximately $300.84M in CTRA holdings for Q1 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CTRA institutional ownership last updated?
The latest CTRA institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended March 31, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CTRA holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CTRA position after the reporting date.
Are institutions buying or selling CTRA?
Institutional buying and selling can be analyzed by comparing CTRA positions across consecutive 13F reporting periods. InsiderSet's CTRA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CTRA ownership changes.
How has CTRA institutional ownership changed over time?
InsiderSet tracks CTRA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.